Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 12.14%
2 XLF 11.00%
3 FAZZ 10.69%
4 IYF 10.42%
5 BNKZ 10.00%
6 BNKO 10.00%
7 KNAB 10.00%
8 BNKU 9.94%
9 BNKD 9.94%
10 FNCL 9.78%
11 VFH 9.53%
12 RWW 8.42%
13 FIVY 8.34%
14 FAS 7.96%
15 FTXO 7.79%
16 KBWB 7.74%
17 FINZ 7.27%
18 SKF 7.27%
19 SEF 7.27%
20 UYG 7.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 265.76M (9.97%) -136.41K
Decreased by -0.05%
Dec 31, 25
2 BlackRock Inc 211.60M (7.94%) 2.40M
Increased by +1.14%
Dec 31, 25
3 State Street Corporation 125.85M (4.72%) 689.94K
Increased by +0.55%
Mar 31, 24
4 State Street Corp 125.34M (4.70%) 144.17K
Increased by +0.12%
Dec 31, 25
5 Morgan Stanley - Brokerage Accounts 66.39M (2.49%) 939.42K
Increased by +1.42%
Dec 31, 25
6 Geode Capital Management, LLC 61.27M (2.30%) -13.02K
Decreased by -0.02%
Dec 31, 25
7 Bank of America Corp 56.72M (2.13%) -1.03M
Decreased by -1.82%
Dec 31, 25
8 FMR Inc 35.70M (1.34%) -3.04M
Decreased by -8.51%
Dec 31, 25
9 NORGES BANK 35.37M (1.33%) -143.06K
Decreased by -0.40%
Dec 31, 25
10 Northern Trust Corp 31.67M (1.19%) -685.55K
Decreased by -2.16%
Dec 31, 25
11 T. Rowe Price Associates, Inc. 27.94M (1.05%) -1.08M
Decreased by -3.85%
Dec 31, 25
12 Capital Research & Mgmt Co - Division 3 26.63M (1.00%) -1.51M
Decreased by -5.67%
Dec 31, 25
13 Capital World Investors 24.10M (0.90%) -162.04K
Decreased by -0.67%
Sep 30, 25
14 Royal Bank of Canada 24.08M (0.90%) 118.66K
Increased by +0.49%
Dec 31, 25
15 GAMMA Investing LLC 23.56M (0.88%) 23.47M
Increased by +99.61%
Mar 31, 25
16 Bank of New York Mellon Corp 23.42M (0.88%) 1.19M
Increased by +5.10%
Dec 31, 25
17 Wells Fargo & Co 23.09M (0.87%) -140.04K
Decreased by -0.61%
Dec 31, 25
18 Capital Research Global Investors 21.93M (0.82%) -1.08M
Decreased by -4.94%
Dec 31, 25
19 Massachusetts Financial Services Company 21.83M (0.82%) -3.11M
Decreased by -14.24%
Dec 31, 24
20 The Goldman Sachs Group Inc 21.78M (0.82%) -388.77K
Decreased by -1.79%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 91.10M (3.42%) 91.10M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 90.14M (3.38%) -815.23K
Decreased by -0.90%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 80.79M (3.03%) 212.75K
Increased by +0.26%
Mar 31, 26
4 Vanguard 500 Index Investor 64.75M (2.43%) -782.32K
Decreased by -1.21%
Mar 31, 26
5 iShares Core S&P 500 ETF 34.87M (1.31%) 102.31K
Increased by +0.29%
Apr 30, 26
6 SPDR® S&P 500 ETF 34.78M (1.30%) -763.52K
Decreased by -2.20%
Mar 31, 25
7 Fidelity 500 Index 34.43M (1.29%) -211.65K
Decreased by -0.61%
Mar 31, 26
8 SPDR® S&P 500 ETF Trust 34.18M (1.28%) 77.27K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 33.86M (1.27%) 215.50K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500® ETF Trust 33.86M (1.27%) -177.44K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 33.56M (1.26%) 412.90K
Increased by +1.23%
Aug 31, 25
12 State Street® SPDR® S&P 500® ETF 32.09M (1.20%) -34.50K
Decreased by -0.11%
Apr 30, 26
13 Vanguard Value Index Inv 23.25M (0.87%) -554.47K
Decreased by -2.38%
Mar 31, 26
14 The Financial Select Sector SPDR® ETF 19.79M (0.74%) -62.78K
Decreased by -0.32%
Aug 31, 25
15 Financial Select Sector SPDR® ETF 19.53M (0.73%) -55.70K
Decreased by -0.29%
Apr 30, 24
16 State Street®FinSelSectSPDR®ETF 18.65M (0.70%) 19.87K
Increased by +0.11%
Apr 30, 26
17 State St S&P 500® Indx SL Cl I 14.39M (0.54%) -118.92K
Decreased by -0.83%
Mar 31, 26
18 State St S&P 500® Indx SL Cl III 14.39M (0.54%) -118.92K
Decreased by -0.83%
Mar 31, 26
19 Vanguard Institutional Index I 14.32M (0.54%) -101.01K
Decreased by -0.71%
Mar 31, 26
20 Vanguard Dividend Appreciation ETF 14.10M (0.53%) -72.64K
Decreased by -0.52%
Mar 31, 26