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 10.00%
6 BIDS 5.83%
7 BPAY 4.80%
8 GCIG 4.78%
9 IAI 4.66%
10 YALL 4.59%
11 WBIL 4.46%
12 EQTY 4.43%
13 NITE 4.31%
14 UTRN 4.06%
15 GABF 4.06%
16 OAKM 4.04%
17 TXS 3.83%
18 AIEQ 3.69%
19 CBLS 2.66%
20 CBSE 2.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 The Toronto-Dominion Bank 225.96M (14.68%) -122.39K
Decreased by -0.05%
Jun 30, 24
2 Vanguard Group Inc 127.39M (8.28%) 5.18M
Increased by +4.07%
Sep 30, 24
3 BlackRock Inc 101.02M (6.56%) 1.49M
Increased by +1.47%
Jun 30, 24
4 Dodge & Cox 89.59M (5.82%) 3.80M
Increased by +4.24%
Sep 30, 24
5 T. Rowe Price Associates, Inc. 87.81M (5.71%) 2.62M
Increased by +2.98%
Sep 30, 24
6 State Street Corp 62.08M (4.03%) 414.95K
Increased by +0.67%
Sep 30, 24
7 State Street Corporation 61.54M (4.00%) 178.94K
Increased by +0.29%
Mar 31, 24
8 JPMorgan Chase & Co 48.23M (3.13%) 4.24M
Increased by +8.79%
Sep 30, 24
9 Geode Capital Management, LLC 30.14M (1.96%) 445.30K
Increased by +1.48%
Sep 30, 24
10 Massachusetts Financial Services Company 28.68M (1.86%) 1.71M
Increased by +5.97%
Sep 30, 24
11 Harris Associates L.P. 28.23M (1.83%) 5.30M
Increased by +18.79%
Sep 30, 24
12 Franklin Resources Inc 24.26M (1.58%) 3.16M
Increased by +13.02%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 22.76M (1.48%) -23.60M
Decreased by -103.66%
Sep 30, 24
14 Fisher Asset Management, LLC 20.19M (1.31%) 493.26K
Increased by +2.44%
Sep 30, 24
15 Bank of America Corp 19.48M (1.27%) 1.39M
Increased by +7.11%
Sep 30, 24
16 Artisan Partners Limited Partnership 18.14M (1.18%) 5.19M
Increased by +28.61%
Sep 30, 24
17 Goldman Sachs Group Inc 18.12M (1.18%) 9.64M
Increased by +53.18%
Dec 31, 23
18 AllianceBernstein L.P. 15.40M (1.00%) 462.17K
Increased by +3.00%
Sep 30, 24
19 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 15.31M (0.99%) 13.22M
Increased by +86.35%
Jun 30, 24
20 NORGES BANK 14.82M (0.96%) 1.01M
Increased by +6.81%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 191.27M (12.43%) 0.00
Increased by 0.00%
Mar 31, 23
2 Performer (AFRIS) 142.69M (9.27%) 142.69M
Increased by +100.00%
Feb 29, 24
3 2ndVote Advisers SDI Index 129.01M (8.38%) 0.00
Increased by 0.00%
Mar 31, 23
4 Dodge & Cox Stock I 60.35M (3.92%) 2.42M
Increased by +4.02%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 47.75M (3.10%) -168.54K
Decreased by -0.35%
Oct 31, 24
6 Vanguard Institutional 500 Index Trust 39.59M (2.57%) 464.58K
Increased by +1.17%
Oct 31, 24
7 SPDR® S&P 500® ETF Trust 18.44M (1.20%) 109.00K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 18.33M (1.19%) -30.12K
Decreased by -0.16%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 17.60M (1.14%) 39.78K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 17.33M (1.13%) 110.27K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 16.88M (1.10%) 0.00
Increased by 0.00%
Nov 30, 24
12 JPM US Equity Income-Composite 13.86M (0.90%) 1.57M
Increased by +11.35%
Sep 30, 24
13 JPMorgan Equity Income I 13.86M (0.90%) 0.00
Increased by 0.00%
Oct 31, 24
14 Vanguard Value Index Inv 12.83M (0.83%) 39.62K
Increased by +0.31%
Oct 31, 24
15 The Financial Select Sector SPDR® ETF 11.14M (0.72%) 49.05K
Increased by +0.44%
Nov 30, 24
16 AF High Growth (AFRIS) 10.85M (0.70%) 10.85M
Increased by +100.00%
Feb 29, 24
17 Nomura US Value Strategy Mother Fund 10.67M (0.69%) 10.65M
Increased by +99.86%
Apr 27, 23
18 Financial Select Sector SPDR® ETF 10.04M (0.65%) -28.67K
Decreased by -0.29%
Apr 30, 24
19 JPM US Equity Income-MA 9.90M (0.64%) 9.89M
Increased by +99.91%
Sep 30, 23
20 Oakmark Investor 9.69M (0.63%) 1.42M
Increased by +14.70%
Sep 30, 24