Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 14.34%
2 KNAB 10.00%
3 BNKZ 10.00%
4 BNKO 10.00%
5 BNKU 9.92%
6 BNKD 9.92%
7 RDIV 5.06%
8 DFNL 4.80%
9 UTRN 4.04%
10 FDV 4.04%
11 FTXO 3.92%
12 KBWB 3.90%
13 BGIG 3.84%
14 MAVF 3.58%
15 PAYR 3.12%
16 AGQI 3.08%
17 STNC 2.84%
18 SAMM 2.59%
19 PJFV 2.49%
20 RJDI 2.49%

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 32.24M (8.09%) 387.86K
Increased by +1.20%
Dec 31, 25
3 State Street Corp 17.32M (4.35%) 77.30K
Increased by +0.45%
Dec 31, 25
4 State Street Corporation 17.06M (4.28%) -135.57K
Decreased by -0.79%
Mar 31, 24
5 FMR Inc 15.92M (3.99%) -201.72K
Decreased by -1.27%
Dec 31, 25
6 Capital Research & Mgmt Co - Division 3 11.94M (3.00%) 1.10M
Increased by +9.22%
Dec 31, 25
7 Capital Research Global Investors 10.38M (2.60%) -2.03M
Decreased by -19.60%
Dec 31, 24
8 JPMorgan Chase & Co 10.36M (2.60%) 3.10M
Increased by +29.95%
Sep 30, 25
9 NORGES BANK 9.42M (2.36%) 1.50M
Increased by +15.88%
Dec 31, 25
10 Wellington Management Company LLP 9.41M (2.36%) -546.62K
Decreased by -5.81%
Jun 30, 24
11 Geode Capital Management, LLC 8.86M (2.22%) 30.08K
Increased by +0.34%
Dec 31, 25
12 Massachusetts Financial Services Company 8.54M (2.14%) -73.13K
Decreased by -0.86%
Dec 31, 25
13 Franklin Resources Inc 8.03M (2.02%) 71.61K
Increased by +0.89%
Dec 31, 25
14 Bank of America Corp 7.51M (1.88%) -213.31K
Decreased by -2.84%
Dec 31, 25
15 Viking Global Investors LP 7.29M (1.83%) -669.70K
Decreased by -9.19%
Dec 31, 25
16 Amvescap Plc. 5.01M (1.26%) 21.55K
Increased by +0.43%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 4.82M (1.21%) 180.98K
Increased by +3.76%
Dec 31, 25
18 Ameriprise Financial Inc 4.74M (1.19%) 1.60K
Increased by +0.03%
Dec 31, 25
19 Aristotle Capital Management LLC 4.31M (1.08%) -234.97K
Decreased by -5.46%
Dec 31, 25
20 Northern Trust Corp 4.25M (1.07%) -79.66K
Decreased by -1.88%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.80M (3.21%) 411.49K
Increased by +3.21%
Mar 31, 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 10.29M (2.58%) 201.95K
Increased by +1.96%
Mar 31, 26
5 iShares Core S&P 500 ETF 5.21M (1.31%) 7.10K
Increased by +0.14%
Apr 29, 26
6 Fidelity 500 Index 4.99M (1.25%) 8.23K
Increased by +0.16%
Feb 28, 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 4.81M (1.21%) 28.91K
Increased by +0.60%
Apr 29, 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 3.73M (0.94%) 69.62K
Increased by +1.87%
Mar 31, 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