Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 13.90%
2 BNKO 10.00%
3 KNAB 10.00%
4 BNKZ 10.00%
5 BNKD 10.00%
6 BNKU 9.86%
7 RDIV 5.06%
8 DFNL 4.53%
9 UTRN 4.04%
10 KBWB 3.94%
11 FTXO 3.86%
12 FDV 3.26%
13 PJFV 3.21%
14 SAMM 2.59%
15 KRU 2.44%
16 FOVL 2.43%
17 EVSTC_old 2.43%
18 GABF 2.28%
19 BDVG 2.16%
20 FAZZ 2.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.97M (9.68%) 248.25K
Increased by +0.65%
Mar 31, 25
2 BlackRock Inc 33.58M (8.56%) 662.56K
Increased by +1.97%
Mar 31, 25
3 State Street Corp 17.38M (4.43%) -290.55K
Decreased by -1.67%
Mar 31, 25
4 State Street Corporation 17.06M (4.35%) -135.57K
Decreased by -0.79%
Mar 31, 24
5 FMR Inc 14.88M (3.79%) 185.66K
Increased by +1.25%
Mar 31, 25
6 Capital Research & Mgmt Co - Division 3 11.47M (2.92%) -736.68K
Decreased by -6.42%
Mar 31, 25
7 Capital Research Global Investors 10.38M (2.64%) -2.03M
Decreased by -19.60%
Dec 31, 24
8 Franklin Resources Inc 9.64M (2.46%) -1.20M
Decreased by -12.43%
Mar 31, 25
9 Massachusetts Financial Services Company 9.50M (2.42%) 1.96M
Increased by +20.67%
Mar 31, 25
10 Wellington Management Company LLP 9.41M (2.40%) -546.62K
Decreased by -5.81%
Jun 30, 24
11 Bank of America Corp 8.98M (2.29%) 597.95K
Increased by +6.66%
Mar 31, 25
12 Geode Capital Management, LLC 8.68M (2.21%) 309.10K
Increased by +3.56%
Mar 31, 25
13 JPMorgan Chase & Co 8.10M (2.06%) -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 (1.27%) -294.07K
Decreased by -5.88%
Mar 31, 25
16 Goldman Sachs Group Inc 4.95M (1.26%) 3.10M
Increased by +62.58%
Dec 31, 23
17 Aristotle Capital Management LLC 4.89M (1.25%) -130.12K
Decreased by -2.66%
Mar 31, 25
18 Ameriprise Financial Inc 4.81M (1.23%) 24.59K
Increased by +0.51%
Mar 31, 25
19 Northern Trust Corp 4.68M (1.19%) -11.12K
Decreased by -0.24%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 4.45M (1.13%) 51.91K
Increased by +1.17%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.70M (3.24%) 219.03K
Increased by +1.73%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 12.60M (3.21%) 8.59K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 11.18M (2.85%) 178.63K
Increased by +1.60%
Apr 30, 25
4 American Funds American Mutual A 5.27M (1.34%) -615.26K
Decreased by -11.68%
Mar 31, 25
5 Capital Group American Mutual Comp 5.27M (1.34%) -615.26K
Decreased by -11.68%
Mar 31, 25
6 MFS Large Cap Value Equity 5.27M (1.34%) 996.97K
Increased by +18.93%
Mar 31, 25
7 MFS Value A 5.18M (1.32%) -84.55K
Decreased by -1.63%
Apr 30, 25
8 Fidelity 500 Index 4.97M (1.27%) 6.15K
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P 500 ETF 4.93M (1.26%) -85.23K
Decreased by -1.73%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 4.79M (1.22%) -25.16K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 4.74M (1.21%) -21.11K
Decreased by -0.45%
May 31, 25
12 SPDR® S&P 500 ETF Trust 4.71M (1.20%) 10.62K
Increased by +0.23%
Apr 30, 24
13 American Funds Invmt Co of Amer A 4.64M (1.18%) -1.26M
Decreased by -27.08%
Dec 31, 24
14 Capital Group Investment Co of Amer Comp 4.64M (1.18%) -1.26M
Decreased by -27.08%
Dec 31, 24
15 Fidelity® 500 Index 4.64M (1.18%) 29.54K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 4.59M (1.17%) 0.00
Increased by 0.00%
May 31, 25
17 JPM US Equity Income-MA 4.51M (1.15%) 4.51M
Increased by +99.91%
Sep 30, 23
18 Performer (AFRIS) 3.69M (0.94%) 3.69M
Increased by +100.00%
Feb 29, 24
19 Vanguard Value Index Inv 3.47M (0.88%) -4.16K
Decreased by -0.12%
Apr 30, 25
20 Vanguard Dividend Growth Inv 3.45M (0.88%) -60.51K
Decreased by -1.75%
Jun 30, 24