Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BNKD 10.00%
2 KNAB 10.00%
3 BNKZ 10.00%
4 BNKO 10.00%
5 BNKU 9.99%
6 SGRT 8.42%
7 STRN 7.54%
8 BIDS 5.83%
9 IAI 5.82%
10 BOUT 4.92%
11 YALL 4.79%
12 GCIG 4.78%
13 BPAY 4.49%
14 NITE 4.47%
15 PRVS 4.09%
16 UTRN 4.06%
17 TXS 3.98%
18 EQTY 3.78%
19 TFNS 3.69%
20 GABF 3.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 The Toronto-Dominion Bank 185.49M (11.09%) 68.10K
Increased by +0.04%
Dec 31, 24
2 Vanguard Group Inc 151.18M (9.04%) 2.79M
Increased by +1.84%
Jun 30, 25
3 BlackRock Inc 128.21M (7.67%) 5.35M
Increased by +4.18%
Jun 30, 25
4 Dodge & Cox 84.36M (5.05%) -4.39M
Decreased by -5.21%
Jun 30, 25
5 T. Rowe Price Associates, Inc. 74.84M (4.48%) -7.21M
Decreased by -9.64%
Jun 30, 25
6 State Street Corp 72.46M (4.33%) 531.33K
Increased by +0.73%
Jun 30, 25
7 JPMorgan Chase & Co 70.60M (4.22%) 16.44M
Increased by +23.29%
Jun 30, 25
8 State Street Corporation 61.54M (3.68%) 178.94K
Increased by +0.29%
Mar 31, 24
9 Geode Capital Management, LLC 37.38M (2.24%) 1.04M
Increased by +2.78%
Jun 30, 25
10 FMR Inc 34.58M (2.07%) 2.60M
Increased by +7.52%
Jun 30, 25
11 Franklin Resources Inc 30.04M (1.80%) 815.63K
Increased by +2.72%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 24.09M (1.44%) 2.66M
Increased by +11.03%
Jun 30, 25
13 Harris Associates L.P. 22.97M (1.37%) -4.64M
Decreased by -20.21%
Jun 30, 25
14 Fisher Asset Management, LLC 21.38M (1.28%) 211.53K
Increased by +0.99%
Jun 30, 25
15 NORGES BANK 20.71M (1.24%) 3.29M
Increased by +15.88%
Jun 30, 25
16 Citadel Advisors Llc 20.50M (1.23%) 18.41M
Increased by +89.79%
Mar 31, 25
17 PRIMECAP Management Company 19.03M (1.14%) 5.03M
Increased by +26.44%
Jun 30, 25
18 Massachusetts Financial Services Company 18.41M (1.10%) -2.12M
Decreased by -11.53%
Jun 30, 25
19 Artisan Partners Limited Partnership 18.18M (1.09%) 426.95K
Increased by +2.35%
Jun 30, 25
20 Goldman Sachs Group Inc 18.12M (1.08%) 9.64M
Increased by +53.18%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 191.27M (11.44%) 0.00
Increased by 0.00%
Mar 31, 23
2 Performer (AFRIS) 142.69M (8.53%) 142.69M
Increased by +100.00%
Feb 29, 24
3 2ndVote Advisers SDI Index 129.01M (7.72%) 0.00
Increased by 0.00%
Mar 31, 23
4 Dodge & Cox Stock I 57.93M (3.46%) -2.13M
Decreased by -3.67%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 54.24M (3.24%) -1.26M
Decreased by -2.32%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 47.92M (2.87%) 49.10K
Increased by +0.10%
Sep 30, 24
7 Vanguard 500 Index Investor 42.28M (2.53%) -6.19M
Decreased by -14.65%
Jul 31, 25
8 Fidelity 500 Index 21.65M (1.29%) 9.30K
Increased by +0.04%
Jul 31, 25
9 SPDR® S&P 500 ETF 20.68M (1.24%) -840.61K
Decreased by -4.07%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 20.64M (1.23%) -108.11K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 20.64M (1.23%) 253.76K
Increased by +1.23%
Aug 31, 25
12 iShares Core S&P 500 ETF 20.55M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
13 SPDR® S&P 500 ETF Trust 17.60M (1.05%) 39.78K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 17.33M (1.04%) 110.27K
Increased by +0.64%
Nov 30, 23
15 Vanguard Value Index Inv 15.30M (0.92%) -18.01K
Decreased by -0.12%
Jul 31, 25
16 The Financial Select Sector SPDR® ETF 12.16M (0.73%) -38.59K
Decreased by -0.32%
Aug 31, 25
17 Vanguard PRIMECAP Inv 12.13M (0.73%) 3.57M
Increased by +29.41%
Jun 30, 25
18 JPM US Equity Income-Composite 11.97M (0.72%) -259.66K
Decreased by -2.17%
Jun 30, 25
19 AF High Growth (AFRIS) 10.85M (0.65%) 10.85M
Increased by +100.00%
Feb 29, 24
20 Nomura US Value Strategy Mother Fund 10.67M (0.64%) 10.65M
Increased by +99.86%
Apr 27, 23