Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 11.70%
2 FAZZ 10.69%
3 BNKU 10.64%
4 XLF 10.28%
5 IYF 10.06%
6 BNKZ 10.00%
7 BNKD 10.00%
8 BNKO 10.00%
9 KNAB 10.00%
10 FNCL 9.05%
11 VFH 8.90%
12 KBWB 8.46%
13 FTXO 8.45%
14 RWW 8.42%
15 FIVY 8.02%
16 UYG 7.52%
17 SEF 7.27%
18 SKF 7.27%
19 FINZ 7.27%
20 FAS 7.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 272.80M (9.87%) 412.54K
Increased by +0.15%
Mar 31, 25
2 BlackRock Inc 208.22M (7.53%) 1.53M
Increased by +0.73%
Mar 31, 25
3 State Street Corp 127.52M (4.61%) 232.97K
Increased by +0.18%
Mar 31, 25
4 State Street Corporation 125.85M (4.55%) 689.94K
Increased by +0.55%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 69.35M (2.51%) 510.13K
Increased by +0.74%
Mar 31, 25
6 Geode Capital Management, LLC 60.83M (2.20%) 1.61M
Increased by +2.64%
Mar 31, 25
7 Bank of America Corp 47.59M (1.72%) -1.81M
Decreased by -3.80%
Mar 31, 25
8 FMR Inc 47.01M (1.70%) -1.20M
Decreased by -2.56%
Mar 31, 25
9 NORGES BANK 34.67M (1.25%) -2.38M
Decreased by -6.88%
Dec 31, 24
10 Northern Trust Corp 33.85M (1.22%) 4.52M
Increased by +13.34%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 28.91M (1.05%) -786.63K
Decreased by -2.72%
Mar 31, 25
12 Capital Research & Mgmt Co - Division 3 28.78M (1.04%) -4.06M
Decreased by -14.09%
Mar 31, 25
13 Capital World Investors 25.18M (0.91%) -3.70M
Decreased by -14.68%
Mar 31, 25
14 Bank of New York Mellon Corp 24.80M (0.90%) 454.23K
Increased by +1.83%
Mar 31, 25
15 Wells Fargo & Co 24.24M (0.88%) -246.23K
Decreased by -1.02%
Dec 31, 24
16 Wellington Management Company LLP 23.87M (0.86%) -5.47M
Decreased by -22.90%
Mar 31, 25
17 GAMMA Investing LLC 23.56M (0.85%) 23.47M
Increased by +99.61%
Mar 31, 25
18 Royal Bank of Canada 23.34M (0.84%) 308.08K
Increased by +1.32%
Mar 31, 25
19 Legal & General Group PLC 23.20M (0.84%) -668.91K
Decreased by -2.88%
Sep 30, 24
20 Ameriprise Financial Inc 22.42M (0.81%) -125.71K
Decreased by -0.56%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 91.10M (3.30%) 91.10M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 90.14M (3.26%) -815.23K
Decreased by -0.90%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 88.32M (3.19%) -58.46K
Decreased by -0.07%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 77.67M (2.81%) -39.16K
Decreased by -0.05%
Apr 30, 25
5 Fidelity 500 Index 35.08M (1.27%) -180.36K
Decreased by -0.51%
Mar 31, 25
6 SPDR® S&P 500 ETF 34.78M (1.26%) -763.52K
Decreased by -2.20%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 34.18M (1.24%) 77.27K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 33.86M (1.22%) 215.50K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500® ETF Trust 33.86M (1.22%) -177.44K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 33.68M (1.22%) -202.09K
Decreased by -0.60%
Apr 30, 25
11 iShares Core S&P 500 ETF 33.12M (1.20%) -34.59K
Decreased by -0.10%
Apr 30, 25
12 Vanguard Value Index Inv 24.24M (0.88%) -291.37K
Decreased by -1.20%
Apr 30, 25
13 The Financial Select Sector SPDR® ETF 20.07M (0.73%) -149.85K
Decreased by -0.75%
Apr 30, 25
14 Financial Select Sector SPDR® ETF 19.53M (0.71%) -55.70K
Decreased by -0.29%
Apr 30, 24
15 Vanguard Institutional Index I 17.17M (0.62%) -43.88K
Decreased by -0.26%
Apr 30, 25
16 Vanguard Dividend Appreciation ETF 15.06M (0.54%) 169.06K
Increased by +1.12%
Apr 30, 25
17 State St S&P 500® Indx SL Cl III 14.60M (0.53%) 180.37K
Increased by +1.24%
Apr 30, 25
18 American Funds Washington Mutual A 11.85M (0.43%) -751.57K
Decreased by -6.34%
Mar 31, 25
19 Capital Group Wash Mutual Invtrs Comp 11.85M (0.43%) -751.57K
Decreased by -6.34%
Mar 31, 25
20 Vanguard Equity-Income Inv 10.77M (0.39%) 61.78K
Increased by +0.57%
Dec 31, 24