Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 12.23%
2 BNKU 10.00%
3 KNAB 10.00%
4 BNKZ 10.00%
5 BNKO 10.00%
6 BNKD 10.00%
7 KBWB 8.78%
8 BOUT 5.04%
9 NITE 4.49%
10 SAMM 4.40%
11 FMDG 4.23%
12 PKW 4.19%
13 GSIB 4.08%
14 RUFF 3.92%
15 UTRN 3.86%
16 FDV 3.86%
17 JHAC 3.78%
18 DIVL 3.72%
19 CCOR 3.59%
20 DIVP 3.52%

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 110.28M (8.97%) 10.59K
Increased by +0.01%
Sep 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 40.99M (3.33%) -8.60M
Decreased by -20.98%
Sep 30, 24
7 Wellington Management Company LLP 31.17M (2.54%) -7.36M
Decreased by -23.61%
Sep 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 25.24M (2.05%) 269.63K
Increased by +1.07%
Sep 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 20.83M (1.69%) -188.15K
Decreased by -0.90%
Sep 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 Goldman Sachs Group Inc 14.97M (1.22%) 1.23M
Increased by +8.19%
Sep 30, 24
17 NORGES BANK 14.35M (1.17%) 4.07M
Increased by +28.38%
Jun 30, 24
18 Ameriprise Financial Inc 13.11M (1.07%) 96.49K
Increased by +0.74%
Sep 30, 24
19 T. Rowe Price Associates, Inc. 12.22M (0.99%) -410.54K
Decreased by -3.36%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 12.14M (0.99%) 183.24K
Increased by +1.51%
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 SPDR® S&P 500® ETF Trust 15.38M (1.25%) 90.89K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 15.29M (1.24%) -25.12K
Decreased by -0.16%
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 14.08M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
9 MFS Large Cap Value Equity 11.34M (0.92%) -250.81K
Decreased by -2.21%
Sep 30, 24
10 MFS Value A 11.27M (0.92%) -75.33K
Decreased by -0.67%
Oct 31, 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 The Financial Select Sector SPDR® ETF 9.29M (0.76%) 40.95K
Increased by +0.44%
Nov 30, 24
15 American Funds Capital Income Bldr A 9.11M (0.74%) 1.12M
Increased by +12.30%
Sep 30, 24
16 American Funds Washington Mutual A 8.86M (0.72%) 0.00
Increased by 0.00%
Sep 30, 24
17 Capital Group Wash Mutual Invtrs Comp 8.86M (0.72%) 0.00
Increased by 0.00%
Sep 30, 24
18 American Funds Invmt Co of Amer A 8.58M (0.70%) 2.57M
Increased by +29.97%
Sep 30, 24
19 Capital Group Investment Co of Amer Comp 8.58M (0.70%) 2.57M
Increased by +29.97%
Sep 30, 24
20 Financial Select Sector SPDR® ETF 8.28M (0.67%) -10.46K
Decreased by -0.13%
Mar 31, 24