Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 16.27%
2 BNKD 10.31%
3 BNKU 10.31%
4 BNKO 10.00%
5 KNAB 10.00%
6 BNKZ 10.00%
7 KBWB 9.16%
8 BOUT 5.91%
9 PFI 5.23%
10 MAVF 4.85%
11 STRN 4.71%
12 CCOR 4.56%
13 BWTG 4.45%
14 NITE 4.44%
15 BCFN 4.44%
16 FMDG 4.23%
17 PKW 4.19%
18 GSIB 4.02%
19 RUFF 3.92%
20 IYG 3.91%

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%
Mar 31, 26
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 101.34M (8.47%) -2.51M
Decreased by -2.48%
Mar 31, 26
5 BlackRock Inc 96.40M (8.06%) 1.15M
Increased by +1.19%
Mar 31, 26
6 Vanguard Capital Management, LLC 77.72M (6.50%) 77.72M
Increased by +100.00%
Mar 31, 26
7 JPMorgan Chase & Co 43.58M (3.64%) 7.86M
Increased by +18.05%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 30.24M (2.53%) 30.24M
Increased by +100.00%
Mar 31, 26
9 Geode Capital Management, LLC 27.70M (2.32%) 632.12K
Increased by +2.28%
Mar 31, 26
10 Fisher Asset Management, LLC 25.60M (2.14%) 581.73K
Increased by +2.27%
Mar 31, 26
11 FMR Inc 22.73M (1.90%) -3.44M
Decreased by -15.12%
Mar 31, 26
12 Capital Research & Mgmt Co - Division 3 20.54M (1.72%) -6.78M
Decreased by -32.99%
Dec 31, 25
13 Capital Research Global Investors 20.27M (1.69%) 4.84M
Increased by +23.87%
Mar 31, 26
14 T. Rowe Price Associates, Inc. 17.01M (1.42%) 2.10M
Increased by +12.32%
Mar 31, 26
15 Bank of America Corp 16.33M (1.36%) 87.53K
Increased by +0.54%
Mar 31, 26
16 Wellington Management Company LLP 15.85M (1.33%) -2.88M
Decreased by -18.17%
Dec 31, 25
17 Goldman Sachs Group Inc 15.77M (1.32%) -806.04K
Decreased by -5.11%
Jun 30, 25
18 NORGES BANK 15.42M (1.29%) -450.86K
Decreased by -2.92%
Dec 31, 25
19 Royal Bank of Canada 14.97M (1.25%) -249.94K
Decreased by -1.67%
Dec 31, 23
20 The Goldman Sachs Group Inc 14.88M (1.24%) -336.55K
Decreased by -2.26%
Mar 31, 26

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 37.95M (3.17%) 123.27K
Increased by +0.32%
Apr 30, 26
5 Loomis Sayles CPFD CIT 34.27M (2.87%) -1.83M
Decreased by -5.34%
Dec 31, 25
6 Loomis Sayles Inv Grade Bond CIT 34.27M (2.87%) -1.83M
Decreased by -5.34%
Dec 31, 25
7 Vanguard 500 Index Investor 31.19M (2.61%) 560.27K
Increased by +1.80%
Apr 30, 26
8 Nuveen Multi-Market Income 17.00M (1.42%) 17.00M
Increased by +100.00%
Sep 30, 24
9 iShares Core S&P 500 ETF 15.85M (1.32%) 48.44K
Increased by +0.31%
May 29, 26
10 Fidelity 500 Index 15.42M (1.29%) 53.05K
Increased by +0.34%
Apr 30, 26
11 SPDR® S&P 500 ETF 15.39M (1.29%) -261.72K
Decreased by -1.70%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 15.12M (1.26%) -117.55K
Decreased by -0.78%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 14.98M (1.25%) -78.52K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 14.93M (1.25%) 183.68K
Increased by +1.23%
Aug 31, 25
15 Fidelity® 500 Index 14.87M (1.24%) 94.61K
Increased by +0.64%
Nov 30, 23
16 State Street® SPDR® S&P 500® ETF 14.51M (1.21%) 15.38K
Increased by +0.11%
May 31, 26
17 Vanguard Value Index Inv 11.04M (0.92%) 32.48K
Increased by +0.29%
Apr 30, 26
18 JPM US Equity Income-MA 9.72M (0.81%) 9.71M
Increased by +99.90%
Sep 30, 23
19 K2 Alternative Strategies R6 9.50M (0.79%) -2.17K
Decreased by -0.02%
Apr 30, 24
20 American Funds Invmt Co of Amer A 9.14M (0.76%) 358.48K
Increased by +3.92%
Mar 31, 26