Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BNKU 10.00%
2 BNKD 10.00%
3 IAI 7.48%
4 BIDS 5.83%
5 YALL 4.84%
6 GABF 4.74%
7 AIEQ 4.68%
8 EQTY 4.40%
9 BPAY 4.07%
10 UTRN 4.06%
11 TXS 3.83%
12 CBSE 2.61%
13 FFND 2.50%
14 NDVG 2.50%
15 IYF 2.32%
16 IYG 2.24%
17 XLF 1.99%
18 ESGS 1.92%
19 GFGF 1.88%
20 KCE 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 The Toronto-Dominion Bank 226.07M (15.11%) -225.86M
Decreased by -99.91%
Dec 31, 23
2 Vanguard Group Inc 119.92M (8.02%) -3.18M
Decreased by -2.65%
Dec 31, 23
3 BlackRock Inc 95.18M (6.36%) -3.59K
Decreased by -0.00%
Dec 31, 23
4 Dodge & Cox 86.42M (5.78%) 8.18M
Increased by +9.47%
Dec 31, 23
5 T. Rowe Price Associates, Inc. 69.36M (4.64%) 17.37M
Increased by +25.04%
Dec 31, 23
6 State Street Corporation 61.36M (4.10%) 2.87M
Increased by +4.67%
Dec 31, 23
7 JPMorgan Chase & Co 43.68M (2.92%) 8.80M
Increased by +20.14%
Dec 31, 23
8 Massachusetts Financial Services Company 30.99M (2.07%) 1.22M
Increased by +3.93%
Dec 31, 23
9 Geode Capital Management, LLC 28.15M (1.88%) 568.86K
Increased by +2.02%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 24.93M (1.67%) 2.30M
Increased by +9.24%
Dec 31, 23
11 Harris Associates L.P. 19.08M (1.28%) 376.63K
Increased by +1.97%
Dec 31, 23
12 AllianceBernstein L.P. 18.77M (1.25%) -72.09K
Decreased by -0.38%
Dec 31, 23
13 Fisher Asset Management, LLC 18.62M (1.25%) 292.15K
Increased by +1.57%
Dec 31, 23
14 Goldman Sachs Group Inc 18.12M (1.21%) 9.64M
Increased by +53.18%
Dec 31, 23
15 Northern Trust Corp 15.13M (1.01%) -421.33K
Decreased by -2.78%
Dec 31, 23
16 Bank of America Corp 14.69M (0.98%) 268.96K
Increased by +1.83%
Dec 31, 23
17 Amvescap Plc. 14.33M (0.96%) -1.23M
Decreased by -8.57%
Dec 31, 23
18 Flossbach von Storch AG 14.30M (0.96%) -2.98M
Decreased by -20.81%
Mar 31, 24
19 Nuveen Asset Management, LLC 13.84M (0.93%) 336.10K
Increased by +2.43%
Dec 31, 23
20 NORGES BANK 13.81M (0.92%) -2.11M
Decreased by -15.28%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 191.27M (12.79%) 0.00
Increased by 0.00%
Mar 31, 23
2 Performer (AFRIS) 142.69M (9.54%) 142.69M
Increased by +100.00%
Feb 29, 24
3 2ndVote Advisers SDI Index 129.01M (8.63%) 0.00
Increased by 0.00%
Mar 31, 23
4 Dodge & Cox Stock I 57.92M (3.87%) 0.00
Increased by 0.00%
Mar 31, 24
5 Vanguard Total Stock Mkt Idx Inv 44.54M (2.98%) 78.43K
Increased by +0.18%
Mar 31, 24
6 Vanguard Institutional 500 Index Trust 37.51M (2.51%) 351.56K
Increased by +0.94%
Mar 31, 24
7 Fidelity 500 Index 17.99M (1.20%) 137.26K
Increased by +0.76%
Mar 31, 24
8 SPDR® S&P 500 ETF Trust 17.60M (1.18%) 39.78K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 17.33M (1.16%) 110.27K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 15.33M (1.02%) 13.30K
Increased by +0.09%
Apr 30, 24
11 JPM US Equity Income-Composite 12.60M (0.84%) 91.75K
Increased by +0.73%
Mar 31, 24
12 JPMorgan Equity Income I 12.60M (0.84%) -186.77K
Decreased by -1.48%
Mar 31, 24
13 Vanguard Value Index Inv 11.78M (0.79%) -61.58K
Decreased by -0.52%
Mar 31, 24
14 AF High Growth (AFRIS) 10.85M (0.73%) 10.85M
Increased by +100.00%
Feb 29, 24
15 Nomura US Value Strategy Mother Fund 10.67M (0.71%) 10.65M
Increased by +99.86%
Apr 27, 23
16 Financial Select Sector SPDR® ETF 10.04M (0.67%) -28.67K
Decreased by -0.29%
Apr 30, 24
17 JPM US Equity Income-MA 9.90M (0.66%) 9.89M
Increased by +99.91%
Sep 30, 23
18 Vanguard Institutional Index I 9.79M (0.65%) -16.55K
Decreased by -0.17%
Mar 31, 24
19 FvS SICAV Multiple Opportunities F 9.70M (0.65%) 0.00
Increased by 0.00%
Feb 29, 24
20 Oakmark Investor 8.18M (0.55%) 2.30M
Increased by +28.11%
Mar 31, 24