Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 13.22%
2 BNKU 10.37%
3 KNAB 10.00%
4 BNKZ 10.00%
5 BNKO 10.00%
6 BNKD 10.00%
7 KBWB 8.77%
8 BOUT 5.91%
9 DIVL 4.64%
10 FMDG 4.23%
11 PKW 4.19%
12 CCOR 4.16%
13 RUFF 3.92%
14 UTRN 3.86%
15 JHAC 3.78%
16 SAMM 3.71%
17 GSIB 3.64%
18 NITE 3.63%
19 PWV 3.58%
20 DIVP 3.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mitsubishi UFJ Financial Group Inc Junk 377.09M (31.18%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 119.12M (9.85%) 1.35M
Increased by +1.14%
Jun 30, 25
3 State Street Corporation 111.57M (9.23%) -2.35M
Decreased by -2.10%
Mar 31, 24
4 State Street Corp 104.12M (8.61%) -3.02M
Decreased by -2.90%
Jun 30, 25
5 BlackRock Inc 95.01M (7.86%) -1.23M
Decreased by -1.29%
Jun 30, 25
6 JPMorgan Chase & Co 39.16M (3.24%) 579.04K
Increased by +1.48%
Jun 30, 25
7 Capital Research & Mgmt Co - Division 3 27.15M (2.25%) 169.62K
Increased by +0.62%
Jun 30, 25
8 Geode Capital Management, LLC 26.63M (2.20%) -29.30K
Decreased by -0.11%
Jun 30, 25
9 Fisher Asset Management, LLC 24.05M (1.99%) 749.15K
Increased by +3.12%
Jun 30, 25
10 FMR Inc 20.82M (1.72%) -2.70M
Decreased by -12.99%
Jun 30, 25
11 Capital Research Global Investors 19.38M (1.60%) -578.06K
Decreased by -2.98%
Jun 30, 25
12 Wellington Management Company LLP 19.12M (1.58%) -180.87K
Decreased by -0.95%
Jun 30, 25
13 Bank of America Corp 17.07M (1.41%) -4.03M
Decreased by -23.63%
Jun 30, 25
14 NORGES BANK 15.87M (1.31%) 671.91K
Increased by +4.23%
Jun 30, 25
15 Goldman Sachs Group Inc 15.77M (1.30%) -806.04K
Decreased by -5.11%
Jun 30, 25
16 Royal Bank of Canada 14.97M (1.24%) -249.94K
Decreased by -1.67%
Dec 31, 23
17 Massachusetts Financial Services Company 13.71M (1.13%) -2.59M
Decreased by -18.90%
Jun 30, 25
18 Northern Trust Corp 13.70M (1.13%) -103.65K
Decreased by -0.76%
Jun 30, 25
19 Ameriprise Financial Inc 13.44M (1.11%) 374.71K
Increased by +2.79%
Jun 30, 25
20 T. Rowe Price Associates, Inc. 12.22M (1.01%) 903.59K
Increased by +7.39%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Nuveen Real Estate Income 72.40M (5.99%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 38.53M (3.19%) -75.39K
Decreased by -0.20%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 37.81M (3.13%) -879.99K
Decreased by -2.33%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 35.19M (2.91%) 259.07K
Increased by +0.74%
May 31, 25
5 Vanguard 500 Index Investor 30.58M (2.53%) -4.48M
Decreased by -14.64%
Jul 31, 25
6 Nuveen Multi-Market Income 17.00M (1.41%) 17.00M
Increased by +100.00%
Sep 30, 24
7 Fidelity 500 Index 15.66M (1.29%) 6.73K
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 15.39M (1.27%) -261.72K
Decreased by -1.70%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 15.12M (1.25%) -117.55K
Decreased by -0.78%
Mar 31, 24
10 SPDR® S&P 500® ETF Trust 14.98M (1.24%) -78.52K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 14.93M (1.23%) 183.68K
Increased by +1.23%
Aug 31, 25
12 Fidelity® 500 Index 14.87M (1.23%) 94.61K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 14.86M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
14 Vanguard Value Index Inv 10.66M (0.88%) -13.06K
Decreased by -0.12%
Jul 31, 25
15 JPM US Equity Income-MA 9.72M (0.80%) 9.71M
Increased by +99.90%
Sep 30, 23
16 K2 Alternative Strategies R6 9.50M (0.79%) -2.17K
Decreased by -0.02%
Apr 30, 24
17 American Funds Invmt Co of Amer A 9.35M (0.77%) 47.64K
Increased by +0.51%
Jun 30, 25
18 Capital Group Investment Co of Amer Comp 9.35M (0.77%) 47.64K
Increased by +0.51%
Jun 30, 25
19 American Funds Washington Mutual A 8.85M (0.73%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group Wash Mutual Invtrs Comp 8.85M (0.73%) 0.00
Increased by 0.00%
Jun 30, 25