Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 13.88%
2 BNKZ 10.00%
3 KNAB 10.00%
4 BNKO 10.00%
5 BNKU 10.00%
6 BNKD 10.00%
7 RDIV 5.06%
8 UTRN 4.04%
9 KBWB 4.03%
10 FTXO 3.96%
11 PJFV 3.17%
12 FDV 2.76%
13 SAMM 2.59%
14 KRU 2.44%
15 BDVG 2.43%
16 EVSTC_old 2.43%
17 FOVL 2.33%
18 GABF 2.28%
19 BGIG 2.20%
20 FAZZ 2.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.72M (9.61%) 268.83K
Increased by +0.71%
Dec 31, 24
2 BlackRock Inc 32.92M (8.39%) 3.22M
Increased by +9.79%
Dec 31, 24
3 State Street Corp 17.67M (4.50%) 367.08K
Increased by +2.08%
Dec 31, 24
4 State Street Corporation 17.06M (4.35%) -135.57K
Decreased by -0.79%
Mar 31, 24
5 FMR Inc 14.69M (3.74%) -2.01M
Decreased by -13.70%
Dec 31, 24
6 Capital Research & Mgmt Co - Division 3 12.21M (3.11%) -2.37M
Decreased by -19.43%
Dec 31, 24
7 Franklin Resources Inc 10.84M (2.76%) 549.28K
Increased by +5.07%
Dec 31, 24
8 Capital Research Global Investors 10.38M (2.64%) -2.03M
Decreased by -19.60%
Dec 31, 24
9 Wellington Management Company LLP 9.41M (2.40%) -546.62K
Decreased by -5.81%
Jun 30, 24
10 JPMorgan Chase & Co 9.27M (2.36%) -9.82M
Decreased by -105.84%
Dec 31, 24
11 Bank of America Corp 8.39M (2.14%) -316.20K
Decreased by -3.77%
Dec 31, 24
12 Geode Capital Management, LLC 8.37M (2.13%) 7.44K
Increased by +0.09%
Dec 31, 24
13 Massachusetts Financial Services Company 7.54M (1.92%) 726.12K
Increased by +9.63%
Dec 31, 24
14 NORGES BANK 7.01M (1.79%) -922.34K
Decreased by -13.15%
Dec 31, 24
15 Amvescap Plc. 5.29M (1.35%) -468.65K
Decreased by -8.86%
Dec 31, 24
16 Aristotle Capital Management LLC 5.02M (1.28%) -57.72K
Decreased by -1.15%
Dec 31, 24
17 Goldman Sachs Group Inc 4.95M (1.26%) 3.10M
Increased by +62.58%
Dec 31, 23
18 Ameriprise Financial Inc 4.78M (1.22%) -48.51K
Decreased by -1.01%
Dec 31, 24
19 Northern Trust Corp 4.70M (1.20%) 608.38K
Increased by +12.96%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 4.40M (1.12%) 350.80K
Increased by +7.97%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.52M (3.19%) 40.23K
Increased by +0.32%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 11.01M (2.80%) 75.83K
Increased by +0.69%
Feb 28, 25
3 American Funds American Mutual A 5.88M (1.50%) -579.09K
Decreased by -9.85%
Dec 31, 24
4 Capital Group American Mutual Comp 5.88M (1.50%) -579.09K
Decreased by -9.85%
Dec 31, 24
5 MFS Value A 5.29M (1.35%) -88.39K
Decreased by -1.67%
Feb 28, 25
6 Fidelity 500 Index 4.95M (1.26%) 21.83K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 4.91M (1.25%) -36.35K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 4.71M (1.20%) 10.62K
Increased by +0.23%
Apr 30, 24
9 iShares Core S&P 500 ETF 4.66M (1.19%) -234.00
Decreased by -0.01%
Feb 28, 25
10 American Funds Invmt Co of Amer A 4.64M (1.18%) -1.26M
Decreased by -27.08%
Dec 31, 24
11 Capital Group Investment Co of Amer Comp 4.64M (1.18%) -1.26M
Decreased by -27.08%
Dec 31, 24
12 Fidelity® 500 Index 4.64M (1.18%) 29.54K
Increased by +0.64%
Nov 30, 23
13 JPM US Equity Income-MA 4.51M (1.15%) 4.51M
Increased by +99.91%
Sep 30, 23
14 MFS Large Cap Value Equity 4.27M (1.09%) 387.12K
Increased by +9.07%
Dec 31, 24
15 JPM US Equity Income-Composite 3.98M (1.01%) 62.62K
Increased by +1.57%
Dec 31, 24
16 JPMorgan Equity Income I 3.98M (1.01%) 0.00
Increased by 0.00%
Jan 31, 25
17 Performer (AFRIS) 3.69M (0.94%) 3.69M
Increased by +100.00%
Feb 29, 24
18 Vanguard Dividend Growth Inv 3.45M (0.88%) -60.51K
Decreased by -1.75%
Jun 30, 24
19 Vanguard Value Index Inv 3.43M (0.87%) 24.42K
Increased by +0.71%
Feb 28, 25
20 Vanguard Equity-Income Inv 3.33M (0.85%) -495.28K
Decreased by -14.85%
Sep 30, 23