Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 14.75%
2 BNKD 10.05%
3 BNKU 10.05%
4 KNAB 10.00%
5 BNKO 10.00%
6 BNKZ 10.00%
7 RDIV 5.06%
8 DFNL 5.01%
9 BOUT 4.49%
10 FDV 4.21%
11 UTRN 4.04%
12 FTXO 4.01%
13 BGIG 3.98%
14 KBWB 3.95%
15 MAVF 3.75%
16 PAYR 3.26%
17 AGQI 3.23%
18 STNC 2.89%
19 RJDI 2.68%
20 PJFV 2.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.87M (9.75%) 408.46K
Increased by +1.05%
Dec 31, 25
2 BlackRock Inc 31.98M (8.02%) -260.38K
Decreased by -0.81%
Mar 31, 26
3 Vanguard Capital Management, LLC 26.21M (6.57%) 26.21M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 17.67M (4.43%) 349.92K
Increased by +1.98%
Mar 31, 26
5 State Street Corporation 17.06M (4.28%) -135.57K
Decreased by -0.79%
Mar 31, 24
6 FMR Inc 15.69M (3.94%) -229.01K
Decreased by -1.46%
Mar 31, 26
7 Capital Research & Mgmt Co - Division 3 11.94M (2.99%) 1.10M
Increased by +9.22%
Dec 31, 25
8 JPMorgan Chase & Co 10.36M (2.60%) 3.10M
Increased by +29.95%
Sep 30, 25
9 Vanguard Portfolio Management, LLC 9.76M (2.45%) 9.76M
Increased by +100.00%
Mar 31, 26
10 NORGES BANK 9.42M (2.36%) 1.50M
Increased by +15.88%
Dec 31, 25
11 Wellington Management Company LLP 9.41M (2.36%) -546.62K
Decreased by -5.81%
Jun 30, 24
12 Geode Capital Management, LLC 9.41M (2.36%) 543.60K
Increased by +5.78%
Mar 31, 26
13 Capital Research Global Investors 8.74M (2.19%) 6.11M
Increased by +69.91%
Mar 31, 26
14 Franklin Resources Inc 8.61M (2.16%) 581.52K
Increased by +6.75%
Mar 31, 26
15 Bank of America Corp 7.99M (2.00%) 482.97K
Increased by +6.04%
Mar 31, 26
16 Massachusetts Financial Services Company 7.53M (1.89%) -1.01M
Decreased by -13.38%
Mar 31, 26
17 Viking Global Investors LP 7.29M (1.83%) -669.70K
Decreased by -9.19%
Dec 31, 25
18 Wells Fargo & Co 5.34M (1.34%) 1.91M
Increased by +35.83%
Mar 31, 26
19 Amvescap Plc. 4.83M (1.21%) -175.65K
Decreased by -3.63%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 4.81M (1.21%) -982.00
Decreased by -0.02%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.83M (3.22%) 28.68K
Increased by +0.22%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 12.60M (3.16%) 8.59K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 11.26M (2.83%) 76.76K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 10.48M (2.63%) 187.95K
Increased by +1.79%
Apr 30, 26
5 iShares Core S&P 500 ETF 5.32M (1.34%) 16.28K
Increased by +0.31%
May 29, 26
6 Fidelity 500 Index 5.18M (1.30%) 17.73K
Increased by +0.34%
Apr 30, 26
7 SPDR® S&P 500 ETF 4.93M (1.24%) -85.23K
Decreased by -1.73%
Mar 31, 25
8 State Street® SPDR® S&P 500® ETF 4.87M (1.22%) 5.17K
Increased by +0.11%
May 31, 26
9 SPDR® S&P 500® ETF Trust 4.79M (1.20%) -25.16K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 4.77M (1.20%) 58.70K
Increased by +1.23%
Aug 31, 25
11 SPDR® S&P 500 ETF Trust 4.71M (1.18%) 10.62K
Increased by +0.23%
Apr 30, 24
12 American Funds Invmt Co of Amer A 4.64M (1.16%) -1.26M
Decreased by -27.08%
Dec 31, 24
13 Capital Group Investment Co of Amer Comp 4.64M (1.16%) -1.26M
Decreased by -27.08%
Dec 31, 24
14 Fidelity® 500 Index 4.64M (1.16%) 29.54K
Increased by +0.64%
Nov 30, 23
15 JPM US Equity Income-MA 4.51M (1.13%) 4.51M
Increased by +99.91%
Sep 30, 23
16 American Funds American Mutual A 4.22M (1.06%) -462.40K
Decreased by -10.97%
Mar 31, 26
17 Capital Group American Mutual Comp 4.22M (1.06%) -462.40K
Decreased by -10.97%
Mar 31, 26
18 Vanguard Value Index Inv 3.74M (0.94%) 10.78K
Increased by +0.29%
Apr 30, 26
19 Performer (AFRIS) 3.69M (0.92%) 3.69M
Increased by +100.00%
Feb 29, 24
20 MFS Large Cap Value Equity 3.55M (0.89%) -1.23M
Decreased by -34.53%
Mar 31, 26