Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 13.78%
2 BNKZ 10.00%
3 BNKO 10.00%
4 BNKD 10.00%
5 KNAB 10.00%
6 BNKU 9.67%
7 RDIV 5.06%
8 DFNL 4.46%
9 UTRN 4.04%
10 FDV 3.72%
11 KBWB 3.70%
12 FTXO 3.69%
13 PJFV 2.82%
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 FAZZ 2.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.49M (9.90%) 521.46K
Increased by +1.35%
Jun 30, 25
2 BlackRock Inc 33.50M (8.61%) -85.82K
Decreased by -0.26%
Jun 30, 25
3 State Street Corp 17.16M (4.41%) -219.06K
Decreased by -1.28%
Jun 30, 25
4 State Street Corporation 17.06M (4.39%) -135.57K
Decreased by -0.79%
Mar 31, 24
5 FMR Inc 15.99M (4.11%) 1.11M
Increased by +6.94%
Jun 30, 25
6 Capital Research Global Investors 10.38M (2.67%) -2.03M
Decreased by -19.60%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 10.23M (2.63%) -1.25M
Decreased by -12.20%
Jun 30, 25
8 Wellington Management Company LLP 9.41M (2.42%) -546.62K
Decreased by -5.81%
Jun 30, 24
9 Massachusetts Financial Services Company 8.86M (2.28%) -638.45K
Decreased by -7.20%
Jun 30, 25
10 Geode Capital Management, LLC 8.78M (2.26%) 93.35K
Increased by +1.06%
Jun 30, 25
11 Franklin Resources Inc 8.60M (2.21%) -1.04M
Decreased by -12.05%
Jun 30, 25
12 Bank of America Corp 8.13M (2.09%) -850.04K
Decreased by -10.45%
Jun 30, 25
13 NORGES BANK 7.93M (2.04%) 916.04K
Increased by +11.56%
Jun 30, 25
14 JPMorgan Chase & Co 7.25M (1.87%) -841.26K
Decreased by -11.60%
Jun 30, 25
15 Amvescap Plc. 5.02M (1.29%) 26.80K
Increased by +0.53%
Jun 30, 25
16 Aristotle Capital Management LLC 4.81M (1.24%) -73.06K
Decreased by -1.52%
Jun 30, 25
17 Ameriprise Financial Inc 4.73M (1.22%) -73.64K
Decreased by -1.56%
Jun 30, 25
18 Northern Trust Corp 4.37M (1.12%) -317.69K
Decreased by -7.28%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 4.33M (1.11%) -121.32K
Decreased by -2.80%
Jun 30, 25
20 T. Rowe Price Investment Management,Inc. 4.22M (1.09%) -1.62M
Decreased by -38.35%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.60M (3.24%) 8.59K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.40M (3.19%) -298.42K
Decreased by -2.41%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 11.26M (2.90%) 76.76K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 9.79M (2.52%) -1.43M
Decreased by -14.65%
Jul 31, 25
5 MFS Large Cap Value Equity 5.09M (1.31%) -173.88K
Decreased by -3.42%
Jun 30, 25
6 MFS Value A 5.06M (1.30%) -29.59K
Decreased by -0.58%
Jul 31, 25
7 Fidelity 500 Index 5.01M (1.29%) 2.17K
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 4.93M (1.27%) -85.23K
Decreased by -1.73%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 4.79M (1.23%) -25.16K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 4.77M (1.23%) 58.70K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 4.76M (1.22%) 0.00
Increased by 0.00%
Aug 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 (0.95%) 3.69M
Increased by +100.00%
Feb 29, 24
20 Vanguard Value Index Inv 3.51M (0.90%) -3.38K
Decreased by -0.10%
Jul 31, 25