Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BNKU 10.00%
2 KNAB 10.00%
3 BNKZ 10.00%
4 BNKD 10.00%
5 BNKO 10.00%
6 IAI 6.57%
7 BIDS 5.83%
8 BPAY 4.91%
9 GCIG 4.78%
10 EQTY 4.73%
11 YALL 4.73%
12 NITE 4.61%
13 UTRN 4.06%
14 TXS 4.00%
15 OAKM 3.99%
16 AIEQ 3.69%
17 NEWZ 3.26%
18 RISN 2.88%
19 GABF 2.75%
20 CBLS 2.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 The Toronto-Dominion Bank 185.49M (10.87%) 68.10K
Increased by +0.04%
Dec 31, 24
2 Vanguard Group Inc 128.58M (7.53%) 1.19M
Increased by +0.92%
Dec 31, 24
3 BlackRock Inc 104.85M (6.14%) 1.07M
Increased by +1.02%
Dec 31, 24
4 Dodge & Cox 89.37M (5.24%) -218.31K
Decreased by -0.24%
Dec 31, 24
5 T. Rowe Price Associates, Inc. 73.09M (4.28%) -14.72M
Decreased by -20.14%
Dec 31, 24
6 State Street Corp 63.44M (3.72%) 1.37M
Increased by +2.15%
Dec 31, 24
7 State Street Corporation 61.54M (3.61%) 178.94K
Increased by +0.29%
Mar 31, 24
8 JPMorgan Chase & Co 49.06M (2.87%) -47.47M
Decreased by -96.76%
Dec 31, 24
9 Geode Capital Management, LLC 30.90M (1.81%) 760.04K
Increased by +2.46%
Dec 31, 24
10 Harris Associates L.P. 27.69M (1.62%) -538.43K
Decreased by -1.94%
Dec 31, 24
11 Franklin Resources Inc 24.21M (1.42%) -55.17K
Decreased by -0.23%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 22.42M (1.31%) -343.05K
Decreased by -1.53%
Dec 31, 24
13 Massachusetts Financial Services Company 22.00M (1.29%) -6.68M
Decreased by -30.38%
Dec 31, 24
14 Fisher Asset Management, LLC 20.46M (1.20%) 265.71K
Increased by +1.30%
Dec 31, 24
15 Bank of America Corp 19.48M (1.14%) 1.39M
Increased by +7.11%
Sep 30, 24
16 Artisan Partners Limited Partnership 18.14M (1.06%) 560.00
Increased by +0.00%
Dec 31, 24
17 Goldman Sachs Group Inc 18.12M (1.06%) 9.64M
Increased by +53.18%
Dec 31, 23
18 NORGES BANK 17.42M (1.02%) 2.60M
Increased by +14.95%
Dec 31, 24
19 Northern Trust Corp 15.74M (0.92%) 1.86M
Increased by +11.84%
Dec 31, 24
20 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 15.31M (0.90%) 13.22M
Increased by +86.35%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 191.27M (11.21%) 0.00
Increased by 0.00%
Mar 31, 23
2 Performer (AFRIS) 142.69M (8.36%) 142.69M
Increased by +100.00%
Feb 29, 24
3 2ndVote Advisers SDI Index 129.01M (7.56%) 0.00
Increased by 0.00%
Mar 31, 23
4 Dodge & Cox Stock I 60.29M (3.53%) -60.10K
Decreased by -0.10%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 53.90M (3.16%) 6.35M
Increased by +11.77%
Feb 28, 25
6 Vanguard Institutional 500 Index Trust 47.27M (2.77%) 6.09M
Increased by +12.88%
Feb 28, 25
7 SPDR® S&P 500® ETF Trust 21.07M (1.23%) -156.31K
Decreased by -0.74%
Feb 28, 25
8 iShares Core S&P 500 ETF 20.01M (1.17%) -1.01K
Decreased by -0.01%
Feb 28, 25
9 Fidelity 500 Index 18.64M (1.09%) 82.25K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500 ETF Trust 17.60M (1.03%) 39.78K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 17.33M (1.02%) 110.27K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 14.76M (0.86%) 1.77M
Increased by +12.02%
Feb 28, 25
13 The Financial Select Sector SPDR® ETF 12.76M (0.75%) 15.18K
Increased by +0.12%
Feb 28, 25
14 JPM US Equity Income-Composite 12.52M (0.73%) -1.34M
Decreased by -10.72%
Dec 31, 24
15 JPMorgan Equity Income I 12.23M (0.72%) -283.65K
Decreased by -2.32%
Jan 31, 25
16 AF High Growth (AFRIS) 10.85M (0.64%) 10.85M
Increased by +100.00%
Feb 29, 24
17 Nomura US Value Strategy Mother Fund 10.67M (0.63%) 10.65M
Increased by +99.86%
Apr 27, 23
18 Vanguard Institutional Index I 10.57M (0.62%) 1.19M
Increased by +11.26%
Feb 28, 25
19 Financial Select Sector SPDR® ETF 10.04M (0.59%) -28.67K
Decreased by -0.29%
Apr 30, 24
20 JPM US Equity Income-MA 9.90M (0.58%) 9.89M
Increased by +99.91%
Sep 30, 23