Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 11.71%
2 KNAB 10.00%
3 BNKZ 10.00%
4 BNKU 10.00%
5 BNKO 10.00%
6 BNKD 10.00%
7 KBWB 7.72%
8 BOUT 5.91%
9 ICAP 5.27%
10 NITE 4.88%
11 SAMM 4.32%
12 FMDG 4.23%
13 PKW 4.19%
14 RUFF 3.92%
15 UTRN 3.86%
16 JHAC 3.78%
17 GSIB 3.54%
18 DIVP 3.52%
19 DHS 3.34%
20 RWW 3.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mitsubishi UFJ Financial Group Inc Junk 377.09M (30.63%) 0.00
Increased by 0.00%
Dec 31, 24
2 State Street Corporation 111.57M (9.06%) -2.35M
Decreased by -2.10%
Mar 31, 24
3 State Street Corp 111.28M (9.04%) 1.00M
Increased by +0.90%
Dec 31, 24
4 Vanguard Group Inc 110.13M (8.95%) 696.65K
Increased by +0.63%
Dec 31, 24
5 BlackRock Inc 95.09M (7.72%) 6.30M
Increased by +6.63%
Dec 31, 24
6 JPMorgan Chase & Co 41.03M (3.33%) -40.96M
Decreased by -99.83%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 29.98M (2.44%) -33.01K
Decreased by -0.11%
Dec 31, 24
8 Geode Capital Management, LLC 25.84M (2.10%) 604.02K
Increased by +2.34%
Dec 31, 24
9 FMR Inc 25.56M (2.08%) 2.73M
Increased by +10.66%
Dec 31, 24
10 Fisher Asset Management, LLC 22.83M (1.85%) 428.96K
Increased by +1.88%
Dec 31, 24
11 Capital Research Global Investors 21.79M (1.77%) 6.74M
Increased by +30.94%
Dec 31, 24
12 Wellington Management Company LLP 20.90M (1.70%) -10.28M
Decreased by -49.18%
Dec 31, 24
13 Bank of America Corp 18.81M (1.53%) -2.02M
Decreased by -10.73%
Dec 31, 24
14 Massachusetts Financial Services Company 16.88M (1.37%) -2.29M
Decreased by -13.57%
Dec 31, 24
15 NORGES BANK 15.19M (1.23%) 847.22K
Increased by +5.58%
Dec 31, 24
16 Royal Bank of Canada 14.97M (1.22%) -249.94K
Decreased by -1.67%
Dec 31, 23
17 T. Rowe Price Associates, Inc. 14.11M (1.15%) 1.89M
Increased by +13.39%
Dec 31, 24
18 Goldman Sachs Group Inc 13.97M (1.13%) -998.18K
Decreased by -7.15%
Dec 31, 24
19 Northern Trust Corp 13.40M (1.09%) 2.23M
Increased by +16.66%
Dec 31, 24
20 Ameriprise Financial Inc 12.84M (1.04%) -267.73K
Decreased by -2.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 38.12M (3.10%) 132.56K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 34.40M (2.79%) 231.51K
Increased by +0.67%
Feb 28, 25
3 Nuveen Multi-Market Income 17.00M (1.38%) 17.00M
Increased by +100.00%
Sep 30, 24
4 Fidelity 500 Index 15.47M (1.26%) 68.25K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 15.33M (1.25%) -113.72K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 15.12M (1.23%) -117.55K
Decreased by -0.78%
Mar 31, 24
7 Fidelity® 500 Index 14.87M (1.21%) 94.61K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 14.57M (1.18%) -732.00
Decreased by -0.01%
Feb 28, 25
9 American Funds Invmt Co of Amer A 11.39M (0.93%) 2.81M
Increased by +24.65%
Dec 31, 24
10 Capital Group Investment Co of Amer Comp 11.39M (0.93%) 2.81M
Increased by +24.65%
Dec 31, 24
11 Vanguard Value Index Inv 10.43M (0.85%) 67.73K
Increased by +0.65%
Feb 28, 25
12 American Funds Capital Income Bldr A 10.31M (0.84%) 1.21M
Increased by +11.68%
Dec 31, 24
13 MFS Large Cap Value Equity 10.24M (0.83%) -1.11M
Decreased by -10.80%
Dec 31, 24
14 MFS Value A 9.95M (0.81%) -166.11K
Decreased by -1.67%
Feb 28, 25
15 JPM US Equity Income-MA 9.72M (0.79%) 9.71M
Increased by +99.90%
Sep 30, 23
16 K2 Alternative Strategies R6 9.50M (0.77%) -2.17K
Decreased by -0.02%
Apr 30, 24
17 The Financial Select Sector SPDR® ETF 9.27M (0.75%) 11.05K
Increased by +0.12%
Feb 28, 25
18 American Funds Washington Mutual A 8.86M (0.72%) 0.00
Increased by 0.00%
Dec 31, 24
19 Capital Group Wash Mutual Invtrs Comp 8.86M (0.72%) 0.00
Increased by 0.00%
Dec 31, 24
20 Financial Select Sector SPDR® ETF 8.28M (0.67%) -10.46K
Decreased by -0.13%
Mar 31, 24