Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 11.06%
2 FAZZ 10.69%
3 BNKO 10.00%
4 BNKU 10.00%
5 BNKZ 10.00%
6 KNAB 10.00%
7 BNKD 10.00%
8 XLF 9.97%
9 IYF 9.75%
10 VFH 8.55%
11 FNCL 8.46%
12 RWW 8.42%
13 KBWB 7.55%
14 FTXO 7.55%
15 SKF 7.27%
16 FINZ 7.27%
17 SEF 7.27%
18 FAS 6.98%
19 RUFF 6.32%
20 SPVU 5.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 272.15M (9.72%) 786.96K
Increased by +0.29%
Sep 30, 24
2 BlackRock Inc 198.69M (7.10%) 2.57M
Increased by +1.29%
Jun 30, 24
3 State Street Corp 126.08M (4.50%) 191.76K
Increased by +0.15%
Sep 30, 24
4 State Street Corporation 125.85M (4.49%) 689.94K
Increased by +0.55%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 69.22M (2.47%) -67.20M
Decreased by -97.09%
Sep 30, 24
6 Geode Capital Management, LLC 58.34M (2.08%) 505.83K
Increased by +0.87%
Sep 30, 24
7 Bank of America Corp 50.05M (1.79%) -1.37M
Decreased by -2.74%
Sep 30, 24
8 FMR Inc 48.33M (1.73%) -4.78M
Decreased by -9.88%
Sep 30, 24
9 NORGES BANK 37.06M (1.32%) 1.68M
Increased by +4.54%
Jun 30, 24
10 Goldman Sachs Group Inc 36.22M (1.29%) 18.02M
Increased by +49.74%
Dec 31, 23
11 Capital World Investors 34.36M (1.23%) -2.36M
Decreased by -6.87%
Sep 30, 24
12 Capital Research & Mgmt Co - Division 3 33.77M (1.21%) -1.91M
Decreased by -5.65%
Sep 30, 24
13 T. Rowe Price Associates, Inc. 30.10M (1.08%) -858.10K
Decreased by -2.85%
Sep 30, 24
14 Wellington Management Company LLP 29.80M (1.06%) -6.10M
Decreased by -20.47%
Sep 30, 24
15 Northern Trust Corp 29.33M (1.05%) -1.29M
Decreased by -4.39%
Sep 30, 24
16 Bank of New York Mellon Corp 25.16M (0.90%) -2.14M
Decreased by -8.52%
Sep 30, 24
17 Massachusetts Financial Services Company 24.94M (0.89%) -3.02M
Decreased by -12.09%
Sep 30, 24
18 Wells Fargo & Co 24.48M (0.87%) -235.13K
Decreased by -0.96%
Sep 30, 24
19 Royal Bank of Canada 24.13M (0.86%) -432.67K
Decreased by -1.79%
Sep 30, 24
20 Legal & General Group PLC 23.20M (0.83%) -668.91K
Decreased by -2.88%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 91.10M (3.25%) 91.10M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 89.83M (3.21%) -315.65K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 75.41M (2.69%) 881.59K
Increased by +1.17%
Oct 31, 24
4 SPDR® S&P 500® ETF Trust 35.12M (1.25%) 207.70K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 34.92M (1.25%) -57.37K
Decreased by -0.16%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 34.18M (1.22%) 77.27K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 33.86M (1.21%) 215.50K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 32.16M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
9 Vanguard Value Index Inv 24.15M (0.86%) 81.06K
Increased by +0.34%
Oct 31, 24
10 The Financial Select Sector SPDR® ETF 21.21M (0.76%) 93.46K
Increased by +0.44%
Nov 30, 24
11 Financial Select Sector SPDR® ETF 19.53M (0.70%) -55.70K
Decreased by -0.29%
Apr 30, 24
12 Vanguard Institutional Index I 18.08M (0.65%) -7.55K
Decreased by -0.04%
Oct 31, 24
13 Vanguard Dividend Appreciation ETF 15.39M (0.55%) 37.43K
Increased by +0.24%
Oct 31, 24
14 American Funds Washington Mutual A 14.08M (0.50%) -494.41K
Decreased by -3.51%
Sep 30, 24
15 Capital Group Wash Mutual Invtrs Comp 14.08M (0.50%) -494.41K
Decreased by -3.51%
Sep 30, 24
16 State St S&P 500® Indx SL Cl III 13.79M (0.49%) -7.00K
Decreased by -0.05%
Nov 30, 24
17 American Funds American Balanced A 12.99M (0.46%) -984.68K
Decreased by -7.58%
Sep 30, 24
18 MFS Large Cap Value Equity 12.99M (0.46%) -1.55M
Decreased by -11.93%
Sep 30, 24
19 MFS Value A 12.90M (0.46%) -86.26K
Decreased by -0.67%
Oct 31, 24
20 American Funds Income Fund of Amer A 12.11M (0.43%) -1.31M
Decreased by -10.83%
Sep 30, 24