Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BNKO 10.00%
2 KNAB 10.00%
3 BNKD 10.00%
4 BNKZ 10.00%
5 BNKU 9.87%
6 IAI 6.43%
7 BIDS 5.83%
8 EQTY 5.20%
9 BOUT 4.92%
10 GCIG 4.78%
11 YALL 4.63%
12 NITE 4.47%
13 OAKM 4.46%
14 BPAY 4.36%
15 TXS 4.30%
16 PRVS 4.09%
17 UTRN 4.06%
18 TFNS 3.92%
19 AIEQ 3.69%
20 GABF 3.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 The Toronto-Dominion Bank 185.49M (10.85%) 68.10K
Increased by +0.04%
Dec 31, 24
2 Vanguard Group Inc 151.18M (8.84%) 2.79M
Increased by +1.84%
Jun 30, 25
3 BlackRock Inc 122.86M (7.18%) 18.01M
Increased by +14.66%
Mar 31, 25
4 Dodge & Cox 84.36M (4.93%) -4.39M
Decreased by -5.21%
Jun 30, 25
5 T. Rowe Price Associates, Inc. 74.84M (4.38%) -7.21M
Decreased by -9.64%
Jun 30, 25
6 State Street Corp 71.93M (4.21%) 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 (3.17%) 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 30.04M (1.76%) 815.63K
Increased by +2.72%
Jun 30, 25
12 Harris Associates L.P. 22.97M (1.34%) -4.64M
Decreased by -20.21%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 21.43M (1.25%) -990.11K
Decreased by -4.62%
Mar 31, 25
14 Fisher Asset Management, LLC 21.38M (1.25%) 211.53K
Increased by +0.99%
Jun 30, 25
15 NORGES BANK 20.71M (1.21%) 3.29M
Increased by +15.88%
Jun 30, 25
16 Citadel Advisors Llc 20.50M (1.20%) 18.41M
Increased by +89.79%
Mar 31, 25
17 PRIMECAP Management Company 19.03M (1.11%) 5.03M
Increased by +26.44%
Jun 30, 25
18 Massachusetts Financial Services Company 18.41M (1.08%) -2.12M
Decreased by -11.53%
Jun 30, 25
19 Artisan Partners Limited Partnership 18.18M (1.06%) 426.95K
Increased by +2.35%
Jun 30, 25
20 Goldman Sachs Group Inc 18.12M (1.06%) 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 (11.18%) 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 (3.39%) -2.13M
Decreased by -3.67%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 55.50M (3.24%) 160.59K
Increased by +0.29%
Jun 30, 25
6 Vanguard 500 Index Investor 48.47M (2.83%) 4.91K
Increased by +0.01%
Jun 30, 25
7 Vanguard Institutional 500 Index Trust 48.47M (2.83%) 337.62K
Increased by +0.70%
May 31, 25
8 Vanguard US Total Market Shares ETF 47.92M (2.80%) 49.10K
Increased by +0.10%
Sep 30, 24
9 Fidelity 500 Index 21.64M (1.27%) 141.32K
Increased by +0.65%
Jun 30, 25
10 SPDR® S&P 500® ETF 20.90M (1.22%) 89.27K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500 ETF 20.68M (1.21%) -840.61K
Decreased by -4.07%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 20.64M (1.21%) -108.11K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 20.40M (1.19%) 92.74K
Increased by +0.45%
Jul 31, 25
14 SPDR® S&P 500 ETF Trust 17.60M (1.03%) 39.78K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 17.33M (1.01%) 110.27K
Increased by +0.64%
Nov 30, 23
16 Vanguard Value Index Inv 15.32M (0.90%) 172.94K
Increased by +1.13%
Jun 30, 25
17 The Financial Select Sector SPDR® ETF 12.18M (0.71%) 91.81K
Increased by +0.75%
Jul 31, 25
18 Vanguard PRIMECAP Inv 12.13M (0.71%) 3.57M
Increased by +29.41%
Jun 30, 25
19 JPM US Equity Income-Composite 11.97M (0.70%) -259.66K
Decreased by -2.17%
Jun 30, 25
20 JPMorgan Equity Income I 11.97M (0.70%) 0.00
Increased by 0.00%
Jun 30, 25