Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 11.70%
2 BNKD 10.00%
3 KNAB 10.00%
4 BNKO 10.00%
5 BNKZ 10.00%
6 BNKU 9.98%
7 KBWB 7.77%
8 BOUT 5.91%
9 ICAP 4.93%
10 FMDG 4.23%
11 PKW 4.19%
12 DIVL 4.14%
13 SAMM 4.04%
14 RUFF 3.92%
15 UTRN 3.86%
16 CCOR 3.82%
17 JHAC 3.78%
18 PWV 3.54%
19 DIVP 3.52%
20 NITE 3.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mitsubishi UFJ Financial Group Inc Junk 377.09M (30.96%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 117.77M (9.67%) 7.64M
Increased by +6.48%
Mar 31, 25
3 State Street Corporation 111.57M (9.16%) -2.35M
Decreased by -2.10%
Mar 31, 24
4 State Street Corp 107.15M (8.80%) -4.13M
Decreased by -3.86%
Mar 31, 25
5 BlackRock Inc 96.24M (7.90%) 1.15M
Increased by +1.20%
Mar 31, 25
6 JPMorgan Chase & Co 38.58M (3.17%) -2.45M
Decreased by -6.35%
Mar 31, 25
7 Capital Research & Mgmt Co - Division 3 26.98M (2.22%) -3.00M
Decreased by -11.12%
Mar 31, 25
8 Geode Capital Management, LLC 26.66M (2.19%) 817.64K
Increased by +3.07%
Mar 31, 25
9 FMR Inc 23.53M (1.93%) -2.03M
Decreased by -8.64%
Mar 31, 25
10 Fisher Asset Management, LLC 23.30M (1.91%) 462.10K
Increased by +1.98%
Mar 31, 25
11 Bank of America Corp 21.11M (1.73%) 2.30M
Increased by +10.89%
Mar 31, 25
12 Capital Research Global Investors 19.96M (1.64%) -1.83M
Decreased by -9.18%
Mar 31, 25
13 Wellington Management Company LLP 19.31M (1.59%) -1.59M
Decreased by -8.24%
Mar 31, 25
14 Goldman Sachs Group Inc 16.58M (1.36%) 2.61M
Increased by +15.74%
Mar 31, 25
15 Massachusetts Financial Services Company 16.31M (1.34%) -573.40K
Decreased by -3.52%
Mar 31, 25
16 NORGES BANK 15.19M (1.25%) 847.22K
Increased by +5.58%
Dec 31, 24
17 Royal Bank of Canada 14.97M (1.23%) -249.94K
Decreased by -1.67%
Dec 31, 23
18 Northern Trust Corp 13.81M (1.13%) 403.96K
Increased by +2.93%
Mar 31, 25
19 Ameriprise Financial Inc 13.06M (1.07%) 219.73K
Increased by +1.68%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 12.14M (1.00%) 183.24K
Increased by +1.51%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Nuveen Real Estate Income 72.40M (5.95%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 38.86M (3.19%) 36.62K
Increased by +0.09%
May 31, 25
3 Vanguard US Total Market Shares ETF 38.53M (3.16%) -75.39K
Decreased by -0.20%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 35.19M (2.89%) 259.07K
Increased by +0.74%
May 31, 25
5 Nuveen Multi-Market Income 17.00M (1.40%) 17.00M
Increased by +100.00%
Sep 30, 24
6 Fidelity 500 Index 15.61M (1.28%) 67.47K
Increased by +0.43%
May 31, 25
7 SPDR® S&P 500 ETF 15.39M (1.26%) -261.72K
Decreased by -1.70%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 15.12M (1.24%) -117.55K
Decreased by -0.78%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 14.98M (1.23%) -78.52K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 14.91M (1.22%) -52.34K
Decreased by -0.35%
Jun 30, 25
11 Fidelity® 500 Index 14.87M (1.22%) 94.61K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 14.65M (1.20%) 23.33K
Increased by +0.16%
Jun 30, 25
13 Vanguard Value Index Inv 10.63M (0.87%) 22.37K
Increased by +0.21%
May 31, 25
14 JPM US Equity Income-MA 9.72M (0.80%) 9.71M
Increased by +99.90%
Sep 30, 23
15 K2 Alternative Strategies R6 9.50M (0.78%) -2.17K
Decreased by -0.02%
Apr 30, 24
16 American Funds Invmt Co of Amer A 9.35M (0.77%) 47.64K
Increased by +0.51%
Jun 30, 25
17 Capital Group Investment Co of Amer Comp 9.35M (0.77%) 47.64K
Increased by +0.51%
Jun 30, 25
18 American Funds Washington Mutual A 8.85M (0.73%) 0.00
Increased by 0.00%
Jun 30, 25
19 Capital Group Wash Mutual Invtrs Comp 8.85M (0.73%) 0.00
Increased by 0.00%
Jun 30, 25
20 MFS Value A 8.81M (0.72%) -54.56K
Decreased by -0.62%
May 31, 25