Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 12.56%
2 BNKD 10.00%
3 KNAB 10.00%
4 BNKZ 10.00%
5 BNKU 10.00%
6 BNKO 10.00%
7 KBWB 8.90%
8 DIVL 4.80%
9 SAMM 4.63%
10 BOUT 4.58%
11 GSIB 4.27%
12 FMDG 4.23%
13 PKW 4.19%
14 RUFF 3.92%
15 FDV 3.91%
16 JHAC 3.78%
17 CCOR 3.64%
18 DIVP 3.52%
19 DHS 3.45%
20 RWW 3.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mitsubishi UFJ Financial Group Inc Junk 377.09M (30.67%) 0.00
Increased by 0.00%
Sep 30, 24
2 State Street Corporation 111.57M (9.07%) -2.35M
Decreased by -2.10%
Mar 31, 24
3 State Street Corp 110.27M (8.97%) -1.30M
Decreased by -1.18%
Jun 30, 24
4 Vanguard Group Inc 109.44M (8.90%) 786.00K
Increased by +0.72%
Sep 30, 24
5 BlackRock Inc 84.37M (6.86%) -4.85M
Decreased by -5.75%
Jun 30, 24
6 JPMorgan Chase & Co 49.60M (4.03%) -683.89K
Decreased by -1.38%
Jun 30, 24
7 Wellington Management Company LLP 38.53M (3.13%) -4.37M
Decreased by -11.34%
Jun 30, 24
8 Capital Research & Mgmt Co - Division 3 30.02M (2.44%) 327.57K
Increased by +1.09%
Sep 30, 24
9 Geode Capital Management, LLC 24.97M (2.03%) 428.56K
Increased by +1.72%
Jun 30, 24
10 FMR Inc 22.84M (1.86%) -340.39K
Decreased by -1.49%
Sep 30, 24
11 Fisher Asset Management, LLC 22.40M (1.82%) 590.87K
Increased by +2.64%
Sep 30, 24
12 Bank of America Corp 21.02M (1.71%) -1.72M
Decreased by -8.17%
Jun 30, 24
13 Massachusetts Financial Services Company 19.17M (1.56%) -321.47K
Decreased by -1.68%
Sep 30, 24
14 Capital Research Global Investors 15.05M (1.22%) 6.39M
Increased by +42.49%
Sep 30, 24
15 Royal Bank of Canada 14.97M (1.22%) -249.94K
Decreased by -1.67%
Dec 31, 23
16 NORGES BANK 14.35M (1.17%) 4.07M
Increased by +28.38%
Jun 30, 24
17 Goldman Sachs Group Inc 13.74M (1.12%) 3.87M
Increased by +28.13%
Jun 30, 24
18 Ameriprise Financial Inc 13.02M (1.06%) -281.37K
Decreased by -2.16%
Jun 30, 24
19 Bank of New York Mellon Corp 12.88M (1.05%) 303.65K
Increased by +2.36%
Jun 30, 24
20 T. Rowe Price Associates, Inc. 12.63M (1.03%) -258.80K
Decreased by -2.05%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 38.39M (3.12%) -136.36K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 33.02M (2.69%) 387.06K
Increased by +1.17%
Oct 31, 24
3 Nuveen Multi-Market Income 17.00M (1.38%) 17.00M
Increased by +100.00%
Sep 30, 24
4 Fidelity 500 Index 15.31M (1.25%) -102.59K
Decreased by -0.67%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 15.17M (1.23%) 62.67K
Increased by +0.41%
Oct 31, 24
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 13.87M (1.13%) 21.34K
Increased by +0.15%
Oct 31, 24
9 MFS Large Cap Value Equity 11.34M (0.92%) -250.81K
Decreased by -2.21%
Sep 30, 24
10 MFS Value A 11.34M (0.92%) -81.22K
Decreased by -0.72%
Sep 30, 24
11 Vanguard Value Index Inv 10.31M (0.84%) 32.17K
Increased by +0.31%
Oct 31, 24
12 JPM US Equity Income-MA 9.72M (0.79%) 9.71M
Increased by +99.90%
Sep 30, 23
13 K2 Alternative Strategies R6 9.50M (0.77%) -2.17K
Decreased by -0.02%
Apr 30, 24
14 American Funds Capital Income Bldr A 9.11M (0.74%) 1.12M
Increased by +12.30%
Sep 30, 24
15 American Funds Washington Mutual A 8.86M (0.72%) 0.00
Increased by 0.00%
Sep 30, 24
16 Capital Group Wash Mutual Invtrs Comp 8.86M (0.72%) 0.00
Increased by 0.00%
Sep 30, 24
17 American Funds Invmt Co of Amer A 8.58M (0.70%) 2.57M
Increased by +29.97%
Sep 30, 24
18 Capital Group Investment Co of Amer Comp 8.58M (0.70%) 2.57M
Increased by +29.97%
Sep 30, 24
19 The Financial Select Sector SPDR® ETF 8.55M (0.70%) -62.86K
Decreased by -0.74%
Oct 31, 24
20 Financial Select Sector SPDR® ETF 8.28M (0.67%) -10.46K
Decreased by -0.13%
Mar 31, 24