Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 15.41%
2 BNKU 10.57%
3 BNKD 10.57%
4 BNKO 10.00%
5 BNKZ 10.00%
6 KNAB 10.00%
7 KBWB 8.86%
8 BOUT 5.91%
9 CCOR 4.86%
10 PFI 4.82%
11 NITE 4.62%
12 MAVF 4.36%
13 FMDG 4.23%
14 PKW 4.19%
15 STRN 4.13%
16 BWTG 4.09%
17 GVLE 4.09%
18 BCFN 3.94%
19 RUFF 3.92%
20 UTRN 3.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mitsubishi UFJ Financial Group Inc Junk 377.09M (31.52%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard Group Inc 119.72M (10.01%) 1.36M
Increased by +1.14%
Dec 31, 25
3 State Street Corporation 111.57M (9.33%) -2.35M
Decreased by -2.10%
Mar 31, 24
4 State Street Corp 103.85M (8.68%) 539.54K
Increased by +0.52%
Dec 31, 25
5 BlackRock Inc 95.25M (7.96%) 1.58M
Increased by +1.66%
Dec 31, 25
6 JPMorgan Chase & Co 35.71M (2.99%) -39.11M
Decreased by -109.51%
Dec 31, 25
7 Geode Capital Management, LLC 27.07M (2.26%) 534.71K
Increased by +1.98%
Dec 31, 25
8 FMR Inc 26.17M (2.19%) 1.37M
Increased by +5.24%
Dec 31, 25
9 Fisher Asset Management, LLC 25.02M (2.09%) 524.19K
Increased by +2.10%
Dec 31, 25
10 Capital Research & Mgmt Co - Division 3 20.54M (1.72%) -6.78M
Decreased by -32.99%
Dec 31, 25
11 Bank of America Corp 16.24M (1.36%) -602.96K
Decreased by -3.71%
Dec 31, 25
12 Wellington Management Company LLP 15.85M (1.33%) -2.88M
Decreased by -18.17%
Dec 31, 25
13 Goldman Sachs Group Inc 15.77M (1.32%) -806.04K
Decreased by -5.11%
Jun 30, 25
14 Capital Research Global Investors 15.43M (1.29%) -3.82M
Decreased by -24.73%
Dec 31, 25
15 NORGES BANK 15.42M (1.29%) -450.86K
Decreased by -2.92%
Dec 31, 25
16 The Goldman Sachs Group Inc 15.21M (1.27%) 243.25K
Increased by +1.60%
Dec 31, 25
17 Royal Bank of Canada 14.97M (1.25%) -249.94K
Decreased by -1.67%
Dec 31, 23
18 T. Rowe Price Associates, Inc. 14.92M (1.25%) 3.36M
Increased by +22.55%
Dec 31, 25
19 Ameriprise Financial Inc 14.18M (1.19%) -78.99K
Decreased by -0.56%
Dec 31, 25
20 Northern Trust Corp 12.81M (1.07%) -149.30K
Decreased by -1.17%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Nuveen Real Estate Income 72.40M (6.05%) 0.00
Increased by 0.00%
May 31, 25
2 Core Plus Full Discretion CIT D 43.51M (3.64%) 7.40M
Increased by +17.01%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 38.53M (3.22%) -75.39K
Decreased by -0.20%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 37.83M (3.16%) 122.46K
Increased by +0.32%
Mar 31, 26
5 Vanguard Institutional 500 Index Trust 35.19M (2.94%) 259.07K
Increased by +0.74%
May 31, 25
6 Loomis Sayles CPFD CIT 34.27M (2.86%) -1.83M
Decreased by -5.34%
Dec 31, 25
7 Loomis Sayles Inv Grade Bond CIT 34.27M (2.86%) -1.83M
Decreased by -5.34%
Dec 31, 25
8 Vanguard 500 Index Investor 30.63M (2.56%) -434.45K
Decreased by -1.42%
Mar 31, 26
9 Nuveen Multi-Market Income 17.00M (1.42%) 17.00M
Increased by +100.00%
Sep 30, 24
10 iShares Core S&P 500 ETF 15.52M (1.30%) 22.38K
Increased by +0.14%
Apr 29, 26
11 SPDR® S&P 500 ETF 15.39M (1.29%) -261.72K
Decreased by -1.70%
Mar 31, 25
12 Fidelity 500 Index 15.37M (1.28%) 25.34K
Increased by +0.16%
Feb 28, 26
13 SPDR® S&P 500 ETF Trust 15.12M (1.26%) -117.55K
Decreased by -0.78%
Mar 31, 24
14 SPDR® S&P 500® ETF Trust 14.98M (1.25%) -78.52K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 14.93M (1.25%) 183.68K
Increased by +1.23%
Aug 31, 25
16 Fidelity® 500 Index 14.87M (1.24%) 94.61K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 14.32M (1.20%) 86.10K
Increased by +0.60%
Apr 29, 26
18 Vanguard Value Index Inv 11.01M (0.92%) -103.96K
Decreased by -0.94%
Mar 31, 26
19 JPM US Equity Income-MA 9.72M (0.81%) 9.71M
Increased by +99.90%
Sep 30, 23
20 K2 Alternative Strategies R6 9.50M (0.79%) -2.17K
Decreased by -0.02%
Apr 30, 24