Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNAB 10.00%
2 BNKZ 10.00%
3 BNKU 10.00%
4 BNKO 10.00%
5 BNKD 10.00%
6 BIDS 5.83%
7 WBIL 5.19%
8 BPAY 5.15%
9 YALL 5.06%
10 IAI 4.81%
11 GCIG 4.78%
12 EQTY 4.76%
13 UTRN 4.06%
14 TXS 3.97%
15 AIEQ 3.69%
16 GABF 3.45%
17 CBSE 2.63%
18 CBLS 2.61%
19 FTLS 2.34%
20 DIVZ 2.21%

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. 85.19M (5.54%) 12.89M
Increased by +15.13%
Jun 30, 24
6 State Street Corp 61.66M (4.01%) 122.25K
Increased by +0.20%
Jun 30, 24
7 State Street Corporation 61.54M (4.00%) 178.94K
Increased by +0.29%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 46.36M (3.01%) -216.05K
Decreased by -0.47%
Jun 30, 24
9 JPMorgan Chase & Co 43.99M (2.86%) 3.16M
Increased by +7.18%
Jun 30, 24
10 Geode Capital Management, LLC 29.70M (1.93%) 652.61K
Increased by +2.20%
Jun 30, 24
11 Massachusetts Financial Services Company 28.68M (1.86%) 1.71M
Increased by +5.97%
Sep 30, 24
12 Harris Associates L.P. 22.93M (1.49%) 151.41K
Increased by +0.66%
Jun 30, 24
13 Franklin Resources Inc 21.10M (1.37%) 1.59M
Increased by +7.54%
Jun 30, 24
14 Fisher Asset Management, LLC 20.19M (1.31%) 493.26K
Increased by +2.44%
Sep 30, 24
15 Goldman Sachs Group Inc 18.12M (1.18%) 9.64M
Increased by +53.18%
Dec 31, 23
16 Bank of America Corp 18.10M (1.18%) -1.16M
Decreased by -6.42%
Jun 30, 24
17 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 15.31M (0.99%) 13.22M
Increased by +86.35%
Jun 30, 24
18 AllianceBernstein L.P. 14.94M (0.97%) -2.01M
Decreased by -13.45%
Jun 30, 24
19 NORGES BANK 14.82M (0.96%) 1.01M
Increased by +6.81%
Jun 30, 24
20 Flossbach von Storch AG 14.30M (0.93%) -2.98M
Decreased by -20.81%
Mar 31, 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 Fidelity 500 Index 18.36M (1.19%) -27.95K
Decreased by -0.15%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 18.19M (1.18%) 69.14K
Increased by +0.38%
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 16.63M (1.08%) 25.61K
Increased by +0.15%
Oct 31, 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%) -78.65K
Decreased by -0.57%
Sep 30, 24
14 Vanguard Value Index Inv 12.83M (0.83%) 39.62K
Increased by +0.31%
Oct 31, 24
15 AF High Growth (AFRIS) 10.85M (0.70%) 10.85M
Increased by +100.00%
Feb 29, 24
16 Nomura US Value Strategy Mother Fund 10.67M (0.69%) 10.65M
Increased by +99.86%
Apr 27, 23
17 The Financial Select Sector SPDR® ETF 10.24M (0.67%) -51.96K
Decreased by -0.51%
Oct 31, 24
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