Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 12.13%
2 XLF 10.88%
3 FAZZ 10.69%
4 BNKU 10.64%
5 IYF 10.47%
6 BNKZ 10.00%
7 BNKD 10.00%
8 KNAB 10.00%
9 BNKO 10.00%
10 FNCL 9.54%
11 VFH 9.07%
12 FTXO 8.70%
13 RWW 8.42%
14 FIVY 8.34%
15 KBWB 7.99%
16 SEF 7.27%
17 FINZ 7.27%
18 SKF 7.27%
19 FAS 7.22%
20 RUFF 6.32%

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 33.12M (1.20%) -727.58K
Decreased by -2.20%
Mar 31, 25
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 88.41M (3.20%) 95.99K
Increased by +0.11%
May 31, 25
4 Vanguard Institutional 500 Index Trust 78.22M (2.83%) 553.47K
Increased by +0.71%
May 31, 25
5 Fidelity 500 Index 35.12M (1.27%) 43.36K
Increased by +0.12%
Apr 30, 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 33.42M (1.21%) -149.33K
Decreased by -0.45%
May 31, 25
11 iShares Core S&P 500 ETF 32.38M (1.17%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Value Index Inv 24.27M (0.88%) 32.25K
Increased by +0.13%
May 31, 25
13 Financial Select Sector SPDR® ETF 19.53M (0.71%) -55.70K
Decreased by -0.29%
Apr 30, 24
14 The Financial Select Sector SPDR® ETF 19.25M (0.70%) -53.57K
Decreased by -0.28%
May 31, 25
15 Vanguard Institutional Index I 17.17M (0.62%) 247.00
Increased by +0.00%
May 31, 25
16 Vanguard Dividend Appreciation ETF 15.07M (0.55%) 16.45K
Increased by +0.11%
May 31, 25
17 State St S&P 500® Indx SL Cl III 14.85M (0.54%) 250.90K
Increased by +1.69%
May 31, 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