Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BNKU 10.60%
2 BNKD 10.00%
3 KNAB 10.00%
4 BNKZ 10.00%
5 BNKO 10.00%
6 IAI 6.54%
7 BIDS 5.83%
8 EQTY 5.41%
9 GCIG 4.78%
10 YALL 4.73%
11 OAKM 4.71%
12 NITE 4.47%
13 TXS 4.41%
14 BPAY 4.40%
15 PRVS 4.09%
16 UTRN 4.06%
17 TFNS 4.00%
18 AIEQ 3.69%
19 TEXN 3.63%
20 GABF 3.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 The Toronto-Dominion Bank 185.49M (10.84%) 68.10K
Increased by +0.04%
Dec 31, 24
2 Vanguard Group Inc 148.40M (8.67%) 19.82M
Increased by +13.35%
Mar 31, 25
3 BlackRock Inc 122.86M (7.18%) 18.01M
Increased by +14.66%
Mar 31, 25
4 Dodge & Cox 88.75M (5.19%) -618.87K
Decreased by -0.70%
Mar 31, 25
5 T. Rowe Price Associates, Inc. 82.05M (4.79%) 8.95M
Increased by +10.91%
Mar 31, 25
6 State Street Corp 71.93M (4.20%) 8.49M
Increased by +11.81%
Mar 31, 25
7 State Street Corporation 61.54M (3.60%) 178.94K
Increased by +0.29%
Mar 31, 24
8 JPMorgan Chase & Co 54.16M (3.16%) 5.10M
Increased by +9.41%
Mar 31, 25
9 Geode Capital Management, LLC 36.34M (2.12%) 5.44M
Increased by +14.97%
Mar 31, 25
10 FMR Inc 31.98M (1.87%) 22.28M
Increased by +69.67%
Mar 31, 25
11 Franklin Resources Inc 29.22M (1.71%) 5.01M
Increased by +17.16%
Mar 31, 25
12 Harris Associates L.P. 27.61M (1.61%) -76.92K
Decreased by -0.28%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 21.43M (1.25%) -990.11K
Decreased by -4.62%
Mar 31, 25
14 Fisher Asset Management, LLC 21.17M (1.24%) 709.90K
Increased by +3.35%
Mar 31, 25
15 Massachusetts Financial Services Company 20.53M (1.20%) -1.47M
Decreased by -7.16%
Mar 31, 25
16 Citadel Advisors Llc 20.50M (1.20%) 18.41M
Increased by +89.79%
Mar 31, 25
17 Goldman Sachs Group Inc 18.12M (1.06%) 9.64M
Increased by +53.18%
Dec 31, 23
18 Artisan Partners Limited Partnership 17.75M (1.04%) -388.58K
Decreased by -2.19%
Mar 31, 25
19 Viking Global Investors LP 17.72M (1.04%) 3.06M
Increased by +17.26%
Mar 31, 25
20 Northern Trust Corp 17.44M (1.02%) 1.70M
Increased by +9.75%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 191.27M (11.18%) 0.00
Increased by 0.00%
Mar 31, 23
2 Performer (AFRIS) 142.69M (8.34%) 142.69M
Increased by +100.00%
Feb 29, 24
3 2ndVote Advisers SDI Index 129.01M (7.54%) 0.00
Increased by 0.00%
Mar 31, 23
4 Dodge & Cox Stock I 57.93M (3.38%) -2.13M
Decreased by -3.67%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 55.34M (3.23%) 50.82K
Increased by +0.09%
May 31, 25
6 Vanguard Institutional 500 Index Trust 48.47M (2.83%) 337.62K
Increased by +0.70%
May 31, 25
7 Vanguard US Total Market Shares ETF 47.92M (2.80%) 49.10K
Increased by +0.10%
Sep 30, 24
8 Fidelity 500 Index 21.50M (1.26%) 93.14K
Increased by +0.43%
May 31, 25
9 SPDR® S&P 500 ETF 20.68M (1.21%) -840.61K
Decreased by -4.07%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 20.64M (1.21%) -108.11K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 20.61M (1.20%) -72.36K
Decreased by -0.35%
Jun 30, 25
12 iShares Core S&P 500 ETF 20.25M (1.18%) 32.26K
Increased by +0.16%
Jun 30, 25
13 SPDR® S&P 500 ETF Trust 17.60M (1.03%) 39.78K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 17.33M (1.01%) 110.27K
Increased by +0.64%
Nov 30, 23
15 Vanguard Value Index Inv 15.14M (0.88%) 27.05K
Increased by +0.18%
May 31, 25
16 JPM US Equity Income-Composite 11.97M (0.70%) -259.66K
Decreased by -2.17%
Jun 30, 25
17 JPMorgan Equity Income I 11.97M (0.70%) -259.66K
Decreased by -2.17%
May 31, 25
18 The Financial Select Sector SPDR® ETF 11.52M (0.67%) -21.85K
Decreased by -0.19%
Jun 30, 25
19 AF High Growth (AFRIS) 10.85M (0.63%) 10.85M
Increased by +100.00%
Feb 29, 24
20 Nomura US Value Strategy Mother Fund 10.67M (0.62%) 10.65M
Increased by +99.86%
Apr 27, 23