Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 11.21%
2 FAZZ 10.69%
3 BNKZ 10.00%
4 BNKD 10.00%
5 BNKU 10.00%
6 KNAB 10.00%
7 BNKO 10.00%
8 XLF 9.75%
9 IYF 9.68%
10 VFH 8.97%
11 FNCL 8.62%
12 RWW 8.42%
13 KBWB 8.16%
14 FTXO 8.01%
15 SEF 7.27%
16 FINZ 7.27%
17 SKF 7.27%
18 UYG 7.05%
19 FAS 6.93%
20 RUFF 6.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 272.38M (9.79%) 233.65K
Increased by +0.09%
Dec 31, 24
2 BlackRock Inc 206.69M (7.43%) 4.26M
Increased by +2.06%
Dec 31, 24
3 State Street Corp 127.29M (4.58%) 1.21M
Increased by +0.95%
Dec 31, 24
4 State Street Corporation 125.85M (4.52%) 689.94K
Increased by +0.55%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 68.84M (2.48%) -372.24K
Decreased by -0.54%
Dec 31, 24
6 Geode Capital Management, LLC 59.22M (2.13%) 876.42K
Increased by +1.48%
Dec 31, 24
7 Bank of America Corp 49.39M (1.78%) -656.28K
Decreased by -1.33%
Dec 31, 24
8 FMR Inc 48.21M (1.73%) -121.02K
Decreased by -0.25%
Dec 31, 24
9 Goldman Sachs Group Inc 36.22M (1.30%) 18.02M
Increased by +49.74%
Dec 31, 23
10 NORGES BANK 34.67M (1.25%) -2.38M
Decreased by -6.88%
Dec 31, 24
11 Northern Trust Corp 33.85M (1.22%) 4.52M
Increased by +13.34%
Dec 31, 24
12 Capital Research & Mgmt Co - Division 3 32.83M (1.18%) -938.44K
Decreased by -2.86%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 29.69M (1.07%) -407.82K
Decreased by -1.37%
Dec 31, 24
14 Wellington Management Company LLP 29.33M (1.05%) -468.91K
Decreased by -1.60%
Dec 31, 24
15 Capital World Investors 28.87M (1.04%) -5.49M
Decreased by -19.02%
Dec 31, 24
16 Bank of New York Mellon Corp 24.35M (0.88%) -813.01K
Decreased by -3.34%
Dec 31, 24
17 Wells Fargo & Co 24.24M (0.87%) -246.23K
Decreased by -1.02%
Dec 31, 24
18 Legal & General Group PLC 23.20M (0.83%) -668.91K
Decreased by -2.88%
Sep 30, 24
19 Royal Bank of Canada 23.03M (0.83%) -1.10M
Decreased by -4.78%
Dec 31, 24
20 Capital Research Global Investors 22.84M (0.82%) 1.91M
Increased by +8.38%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 91.10M (3.28%) 91.10M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 88.81M (3.19%) 302.10K
Increased by +0.34%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 78.08M (2.81%) 529.00K
Increased by +0.68%
Feb 28, 25
4 Fidelity 500 Index 35.10M (1.26%) 154.90K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 34.81M (1.25%) -248.38K
Decreased by -0.71%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 34.18M (1.23%) 77.27K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 33.86M (1.22%) 215.50K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 33.07M (1.19%) -1.66K
Decreased by -0.01%
Feb 28, 25
9 Vanguard Value Index Inv 24.31M (0.87%) 151.00K
Increased by +0.62%
Feb 28, 25
10 The Financial Select Sector SPDR® ETF 21.07M (0.76%) 25.07K
Increased by +0.12%
Feb 28, 25
11 Financial Select Sector SPDR® ETF 19.53M (0.70%) -55.70K
Decreased by -0.29%
Apr 30, 24
12 Vanguard Institutional Index I 17.46M (0.63%) -205.87K
Decreased by -1.18%
Feb 28, 25
13 Vanguard Dividend Appreciation ETF 15.52M (0.56%) 75.47K
Increased by +0.49%
Feb 28, 25
14 State St S&P 500® Indx SL Cl III 13.62M (0.49%) 10.20K
Increased by +0.07%
Feb 28, 25
15 American Funds Washington Mutual A 12.60M (0.45%) -1.48M
Decreased by -11.74%
Dec 31, 24
16 Capital Group Wash Mutual Invtrs Comp 12.60M (0.45%) -1.48M
Decreased by -11.74%
Dec 31, 24
17 MFS Value A 11.75M (0.42%) -1.15M
Decreased by -9.77%
Nov 30, 24
18 MFS Large Cap Value Equity 11.61M (0.42%) -1.38M
Decreased by -11.87%
Dec 31, 24
19 Vanguard High Dividend Yield ETF 11.60M (0.42%) -103.94K
Decreased by -0.90%
Feb 28, 25
20 American Funds American Balanced A 11.53M (0.41%) -1.47M
Decreased by -12.71%
Dec 31, 24