Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYG 11.58%
2 FAZZ 10.69%
3 IYF 10.66%
4 XLF 10.22%
5 BNKD 10.00%
6 BNKO 10.00%
7 BNKU 10.00%
8 KNAB 10.00%
9 BNKZ 10.00%
10 FNCL 8.93%
11 VFH 8.71%
12 RWW 8.42%
13 KBWB 8.36%
14 FTXO 7.96%
15 SEF 7.27%
16 SKF 7.27%
17 FINZ 7.27%
18 FAS 7.01%
19 UYG 6.74%
20 RUFF 6.32%

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 202.42M (7.23%) 3.73M
Increased by +1.84%
Sep 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 89.43M (3.19%) -394.00K
Decreased by -0.44%
Nov 30, 24
3 Vanguard Institutional 500 Index Trust 76.50M (2.73%) 1.09M
Increased by +1.42%
Nov 30, 24
4 SPDR® S&P 500® ETF Trust 35.40M (1.26%) 409.03K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 35.16M (1.26%) 238.88K
Increased by +0.68%
Nov 30, 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 33.06M (1.18%) 23.24K
Increased by +0.07%
Dec 31, 24
9 Vanguard Value Index Inv 24.34M (0.87%) 187.05K
Increased by +0.77%
Nov 30, 24
10 The Financial Select Sector SPDR® ETF 19.90M (0.71%) -72.22K
Decreased by -0.36%
Dec 31, 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 18.01M (0.64%) -71.60K
Decreased by -0.40%
Nov 30, 24
13 Vanguard Dividend Appreciation ETF 15.48M (0.55%) 87.94K
Increased by +0.57%
Nov 30, 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 13.52M (0.48%) -263.80K
Decreased by -1.95%
Dec 31, 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 American Funds Income Fund of Amer A 12.11M (0.43%) -1.31M
Decreased by -10.83%
Sep 30, 24
20 Vanguard High Dividend Yield ETF 11.83M (0.42%) 25.36K
Increased by +0.21%
Nov 30, 24