Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RYZZ 279.49%
2 IAI 14.00%
3 BNKU 10.00%
4 BNKD 10.00%
5 BNKO 10.00%
6 BNKZ 10.00%
7 KNAB 10.00%
8 DJIA 8.39%
9 DYLG 8.33%
10 DIA 8.32%
11 KBWB 7.94%
12 NDJI 6.66%
13 DDM 6.15%
14 DJD 5.01%
15 DIVO 4.97%
16 UDI 4.90%
17 SAMM 4.39%
18 UDOW 4.21%
19 RUFF 4.17%
20 UTRN 4.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.39M (8.98%) 1.08M
Increased by +3.68%
Sep 30, 24
2 BlackRock Inc 23.16M (7.08%) -110.09K
Decreased by -0.48%
Jun 30, 24
3 State Street Corporation 19.81M (6.05%) 202.63K
Increased by +1.02%
Mar 31, 24
4 State Street Corp 19.43M (5.94%) -373.13K
Decreased by -1.92%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 14.30M (4.37%) 1.20M
Increased by +8.39%
Jun 30, 24
6 Mizuho Securities USA Inc 7.50M (2.29%) 7.48M
Increased by +99.67%
Sep 30, 24
7 Capital World Investors 6.50M (1.99%) -56.11K
Decreased by -0.86%
Sep 30, 24
8 Geode Capital Management, LLC 6.45M (1.97%) 73.65K
Increased by +1.14%
Jun 30, 24
9 Bank of America Corp 6.11M (1.87%) 232.15K
Increased by +3.80%
Jun 30, 24
10 Fisher Asset Management, LLC 6.04M (1.85%) 161.13K
Increased by +2.67%
Sep 30, 24
11 Dodge & Cox 5.38M (1.64%) -43.44K
Decreased by -0.81%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 5.05M (1.54%) 324.54K
Increased by +6.43%
Jun 30, 24
13 International Assets Investment Management, LLC 4.56M (1.39%) 4.56M
Increased by +100.00%
Mar 31, 24
14 Bank of New York Mellon Corp 4.54M (1.39%) -360.40K
Decreased by -7.95%
Jun 30, 24
15 Massachusetts Financial Services Company 3.43M (1.05%) -981.59K
Decreased by -28.61%
Sep 30, 24
16 NORGES BANK 2.96M (0.90%) 56.25K
Increased by +1.90%
Jun 30, 24
17 FMR Inc 2.90M (0.89%) 521.05K
Increased by +17.98%
Sep 30, 24
18 Northern Trust Corp 2.86M (0.88%) -125.40K
Decreased by -4.38%
Sep 30, 24
19 JPMorgan Chase & Co 2.80M (0.86%) 939.02K
Increased by +33.53%
Jun 30, 24
20 Legal & General Group PLC 2.78M (0.85%) 77.70K
Increased by +2.79%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 18.03M (5.51%) 18.03M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 9.67M (2.95%) -35.60K
Decreased by -0.37%
Oct 31, 24
3 Global Balanced (AFRIS) 8.27M (2.53%) 8.27M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 8.12M (2.48%) 97.58K
Increased by +1.20%
Oct 31, 24
5 SPDR® Dow Jones Industrial Avrg ETF Tr 5.57M (1.70%) 32.84K
Increased by +0.59%
Oct 31, 24
6 Dodge & Cox Stock I 3.99M (1.22%) 0.00
Increased by 0.00%
Sep 30, 24
7 SPDR® S&P 500 ETF Trust 3.93M (1.20%) -30.65K
Decreased by -0.78%
Mar 31, 24
8 Fidelity 500 Index 3.88M (1.19%) -90.54K
Decreased by -2.33%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 3.85M (1.18%) 16.19K
Increased by +0.42%
Oct 31, 24
10 Fidelity® 500 Index 3.84M (1.17%) 24.45K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 3.52M (1.07%) 5.42K
Increased by +0.15%
Oct 31, 24
12 Vanguard Value Index Inv 2.61M (0.80%) 8.38K
Increased by +0.32%
Oct 31, 24
13 American Funds Income Fund of Amer A 2.48M (0.76%) -63.74K
Decreased by -2.57%
Sep 30, 24
14 AF Global Equity (AFRIS) 2.37M (0.72%) 2.37M
Increased by +100.00%
Feb 29, 24
15 The Financial Select Sector SPDR® ETF 2.17M (0.66%) -15.96K
Decreased by -0.74%
Oct 31, 24
16 Financial Select Sector SPDR® ETF 2.16M (0.66%) -2.71K
Decreased by -0.13%
Mar 31, 24
17 Vanguard Institutional Index I 2.01M (0.61%) -754.00
Decreased by -0.04%
Oct 31, 24
18 JPMorgan Large Cap Growth I 1.81M (0.55%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Dividend Appreciation ETF 1.71M (0.52%) 3.95K
Increased by +0.23%
Oct 31, 24
20 Loomis Sayles Core 1.64M (0.50%) 1.64M
Increased by +100.00%
Sep 30, 23