Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 14.03%
2 BNKZ 10.00%
3 BNKD 10.00%
4 KNAB 10.00%
5 BNKO 10.00%
6 BNKU 9.71%
7 RDIV 5.06%
8 DFNL 4.70%
9 UTRN 4.04%
10 KBWB 3.94%
11 FTXO 3.88%
12 FDV 3.83%
13 PJFV 3.02%
14 SAMM 2.59%
15 KRU 2.44%
16 FOVL 2.43%
17 EVSTC_old 2.43%
18 GABF 2.28%
19 BDVG 2.12%
20 BUSA 2.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.97M (9.72%) 248.25K
Increased by +0.65%
Mar 31, 25
2 BlackRock Inc 33.58M (8.60%) 662.56K
Increased by +1.97%
Mar 31, 25
3 State Street Corp 17.38M (4.45%) -290.55K
Decreased by -1.67%
Mar 31, 25
4 State Street Corporation 17.06M (4.37%) -135.57K
Decreased by -0.79%
Mar 31, 24
5 FMR Inc 14.88M (3.81%) 185.66K
Increased by +1.25%
Mar 31, 25
6 Capital Research & Mgmt Co - Division 3 11.47M (2.94%) -736.68K
Decreased by -6.42%
Mar 31, 25
7 Capital Research Global Investors 10.38M (2.66%) -2.03M
Decreased by -19.60%
Dec 31, 24
8 Franklin Resources Inc 9.64M (2.47%) -1.20M
Decreased by -12.43%
Mar 31, 25
9 Massachusetts Financial Services Company 9.50M (2.43%) 1.96M
Increased by +20.67%
Mar 31, 25
10 Wellington Management Company LLP 9.41M (2.41%) -546.62K
Decreased by -5.81%
Jun 30, 24
11 Bank of America Corp 8.98M (2.30%) 597.95K
Increased by +6.66%
Mar 31, 25
12 Geode Capital Management, LLC 8.68M (2.22%) 309.10K
Increased by +3.56%
Mar 31, 25
13 JPMorgan Chase & Co 8.10M (2.07%) -1.18M
Decreased by -14.56%
Mar 31, 25
14 NORGES BANK 7.01M (1.79%) -922.34K
Decreased by -13.15%
Dec 31, 24
15 Amvescap Plc. 5.00M (1.28%) -294.07K
Decreased by -5.88%
Mar 31, 25
16 Aristotle Capital Management LLC 4.89M (1.25%) -130.12K
Decreased by -2.66%
Mar 31, 25
17 Ameriprise Financial Inc 4.81M (1.23%) 24.59K
Increased by +0.51%
Mar 31, 25
18 Northern Trust Corp 4.68M (1.20%) -11.12K
Decreased by -0.24%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 4.45M (1.14%) 51.91K
Increased by +1.17%
Mar 31, 25
20 T. Rowe Price Investment Management,Inc. 4.22M (1.08%) -1.62M
Decreased by -38.35%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.70M (3.25%) -8.44K
Decreased by -0.07%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 12.60M (3.23%) 8.59K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 11.26M (2.88%) 76.76K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 11.22M (2.87%) -35.98K
Decreased by -0.32%
Jun 30, 25
5 MFS Large Cap Value Equity 5.09M (1.30%) -173.88K
Decreased by -3.42%
Jun 30, 25
6 MFS Value A 5.09M (1.30%) -57.44K
Decreased by -1.13%
Jun 30, 25
7 Fidelity 500 Index 5.01M (1.28%) 16.62K
Increased by +0.33%
Jun 30, 25
8 SPDR® S&P 500 ETF 4.93M (1.26%) -85.23K
Decreased by -1.73%
Mar 31, 25
9 SPDR® S&P 500® ETF 4.85M (1.24%) 20.65K
Increased by +0.43%
Jul 31, 25
10 SPDR® S&P 500® ETF Trust 4.79M (1.23%) -25.16K
Decreased by -0.52%
Mar 31, 25
11 iShares Core S&P 500 ETF 4.72M (1.21%) 21.44K
Increased by +0.45%
Jul 31, 25
12 SPDR® S&P 500 ETF Trust 4.71M (1.21%) 10.62K
Increased by +0.23%
Apr 30, 24
13 American Funds American Mutual A 4.68M (1.20%) -587.68K
Decreased by -12.56%
Jun 30, 25
14 Capital Group American Mutual Comp 4.68M (1.20%) -587.68K
Decreased by -12.56%
Jun 30, 25
15 American Funds Invmt Co of Amer A 4.64M (1.19%) -1.26M
Decreased by -27.08%
Dec 31, 24
16 Capital Group Investment Co of Amer Comp 4.64M (1.19%) -1.26M
Decreased by -27.08%
Dec 31, 24
17 Fidelity® 500 Index 4.64M (1.19%) 29.54K
Increased by +0.64%
Nov 30, 23
18 JPM US Equity Income-MA 4.51M (1.16%) 4.51M
Increased by +99.91%
Sep 30, 23
19 Performer (AFRIS) 3.69M (0.94%) 3.69M
Increased by +100.00%
Feb 29, 24
20 Vanguard Value Index Inv 3.51M (0.90%) 28.72K
Increased by +0.82%
Jun 30, 25