Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 12.03%
2 BNKU 10.42%
3 KNAB 10.00%
4 BNKD 10.00%
5 BNKO 10.00%
6 BNKZ 10.00%
7 KBWB 7.98%
8 BOUT 5.91%
9 FMDG 4.23%
10 PKW 4.19%
11 DIVL 4.17%
12 SAMM 4.10%
13 RUFF 3.92%
14 CCOR 3.87%
15 UTRN 3.86%
16 JHAC 3.78%
17 NITE 3.60%
18 PWV 3.55%
19 DIVP 3.52%
20 GSIB 3.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mitsubishi UFJ Financial Group Inc Junk 377.09M (31.04%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 119.12M (9.81%) 1.35M
Increased by +1.14%
Jun 30, 25
3 State Street Corporation 111.57M (9.18%) -2.35M
Decreased by -2.10%
Mar 31, 24
4 State Street Corp 107.15M (8.82%) -4.13M
Decreased by -3.86%
Mar 31, 25
5 BlackRock Inc 96.24M (7.92%) 1.15M
Increased by +1.20%
Mar 31, 25
6 JPMorgan Chase & Co 38.58M (3.18%) -2.45M
Decreased by -6.35%
Mar 31, 25
7 Capital Research & Mgmt Co - Division 3 27.15M (2.24%) 169.62K
Increased by +0.62%
Jun 30, 25
8 Geode Capital Management, LLC 26.66M (2.19%) 817.64K
Increased by +3.07%
Mar 31, 25
9 Fisher Asset Management, LLC 24.05M (1.98%) 749.15K
Increased by +3.12%
Jun 30, 25
10 FMR Inc 23.53M (1.94%) -2.03M
Decreased by -8.64%
Mar 31, 25
11 Bank of America Corp 21.11M (1.74%) 2.30M
Increased by +10.89%
Mar 31, 25
12 Capital Research Global Investors 19.38M (1.60%) -578.06K
Decreased by -2.98%
Jun 30, 25
13 Wellington Management Company LLP 19.12M (1.57%) -180.87K
Decreased by -0.95%
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 (1.23%) -249.94K
Decreased by -1.67%
Dec 31, 23
17 Northern Trust Corp 13.81M (1.14%) 403.96K
Increased by +2.93%
Mar 31, 25
18 Massachusetts Financial Services Company 13.71M (1.13%) -2.59M
Decreased by -18.90%
Jun 30, 25
19 Ameriprise Financial Inc 13.06M (1.08%) 219.73K
Increased by +1.68%
Mar 31, 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 (5.96%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 38.69M (3.18%) -168.45K
Decreased by -0.44%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 38.53M (3.17%) -75.39K
Decreased by -0.20%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 35.19M (2.90%) 259.07K
Increased by +0.74%
May 31, 25
5 Vanguard 500 Index Investor 35.06M (2.89%) -134.21K
Decreased by -0.38%
Jun 30, 25
6 Nuveen Multi-Market Income 17.00M (1.40%) 17.00M
Increased by +100.00%
Sep 30, 24
7 Fidelity 500 Index 15.65M (1.29%) 41.28K
Increased by +0.26%
Jun 30, 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 15.12M (1.24%) 64.61K
Increased by +0.43%
Jul 31, 25
10 SPDR® S&P 500 ETF Trust 15.12M (1.24%) -117.55K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 14.98M (1.23%) -78.52K
Decreased by -0.52%
Mar 31, 25
12 Fidelity® 500 Index 14.87M (1.22%) 94.61K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 14.76M (1.21%) 67.07K
Increased by +0.45%
Jul 31, 25
14 Vanguard Value Index Inv 10.68M (0.88%) 43.24K
Increased by +0.40%
Jun 30, 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 (0.78%) -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