Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 11.92%
2 KNAB 10.00%
3 BNKZ 10.00%
4 BNKO 10.00%
5 BNKD 10.00%
6 BNKU 9.98%
7 KBWB 7.88%
8 BOUT 5.91%
9 ICAP 5.03%
10 FMDG 4.23%
11 PKW 4.19%
12 DIVL 4.15%
13 SAMM 4.02%
14 RUFF 3.92%
15 UTRN 3.86%
16 JHAC 3.78%
17 CCOR 3.76%
18 NITE 3.62%
19 GSIB 3.57%
20 DIVP 3.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mitsubishi UFJ Financial Group Inc Junk 377.09M (30.85%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 117.77M (9.63%) 7.64M
Increased by +6.48%
Mar 31, 25
3 State Street Corporation 111.57M (9.13%) -2.35M
Decreased by -2.10%
Mar 31, 24
4 State Street Corp 107.15M (8.76%) -4.13M
Decreased by -3.86%
Mar 31, 25
5 BlackRock Inc 96.24M (7.87%) 1.15M
Increased by +1.20%
Mar 31, 25
6 JPMorgan Chase & Co 38.58M (3.16%) -2.45M
Decreased by -6.35%
Mar 31, 25
7 Capital Research & Mgmt Co - Division 3 26.98M (2.21%) -3.00M
Decreased by -11.12%
Mar 31, 25
8 Geode Capital Management, LLC 26.66M (2.18%) 817.64K
Increased by +3.07%
Mar 31, 25
9 FMR Inc 23.53M (1.92%) -2.03M
Decreased by -8.64%
Mar 31, 25
10 Fisher Asset Management, LLC 23.30M (1.91%) 462.10K
Increased by +1.98%
Mar 31, 25
11 Bank of America Corp 21.11M (1.73%) 2.30M
Increased by +10.89%
Mar 31, 25
12 Capital Research Global Investors 19.96M (1.63%) -1.83M
Decreased by -9.18%
Mar 31, 25
13 Wellington Management Company LLP 19.31M (1.58%) -1.59M
Decreased by -8.24%
Mar 31, 25
14 Goldman Sachs Group Inc 16.58M (1.36%) 2.61M
Increased by +15.74%
Mar 31, 25
15 Massachusetts Financial Services Company 16.31M (1.33%) -573.40K
Decreased by -3.52%
Mar 31, 25
16 NORGES BANK 15.19M (1.24%) 847.22K
Increased by +5.58%
Dec 31, 24
17 Royal Bank of Canada 14.97M (1.22%) -249.94K
Decreased by -1.67%
Dec 31, 23
18 Northern Trust Corp 13.81M (1.13%) 403.96K
Increased by +2.93%
Mar 31, 25
19 Ameriprise Financial Inc 13.06M (1.07%) 219.73K
Increased by +1.68%
Mar 31, 25
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 Nuveen Real Estate Income 72.40M (5.92%) 72.40M
Increased by +100.00%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 38.86M (3.18%) 36.62K
Increased by +0.09%
May 31, 25
3 Vanguard US Total Market Shares ETF 38.53M (3.15%) -75.39K
Decreased by -0.20%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 35.19M (2.88%) 259.07K
Increased by +0.74%
May 31, 25
5 Nuveen Multi-Market Income 17.00M (1.39%) 17.00M
Increased by +100.00%
Sep 30, 24
6 Fidelity 500 Index 15.54M (1.27%) 19.19K
Increased by +0.12%
Apr 30, 25
7 SPDR® S&P 500 ETF 15.39M (1.26%) -261.72K
Decreased by -1.70%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 15.12M (1.24%) -117.55K
Decreased by -0.78%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 14.98M (1.23%) -78.52K
Decreased by -0.52%
Mar 31, 25
10 Fidelity® 500 Index 14.87M (1.22%) 94.61K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF 14.78M (1.21%) -66.07K
Decreased by -0.45%
May 31, 25
12 iShares Core S&P 500 ETF 14.33M (1.17%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Value Index Inv 10.63M (0.87%) 22.37K
Increased by +0.21%
May 31, 25
14 MFS Large Cap Value Equity 9.90M (0.81%) -341.68K
Decreased by -3.45%
Mar 31, 25
15 JPM US Equity Income-MA 9.72M (0.79%) 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 9.30M (0.76%) -2.09M
Decreased by -22.50%
Mar 31, 25
18 Capital Group Investment Co of Amer Comp 9.30M (0.76%) -2.09M
Decreased by -22.50%
Mar 31, 25
19 American Funds Washington Mutual A 8.85M (0.72%) -17.70K
Decreased by -0.20%
Mar 31, 25
20 Capital Group Wash Mutual Invtrs Comp 8.85M (0.72%) -17.70K
Decreased by -0.20%
Mar 31, 25