Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 10.69%
2 BNKZ 10.00%
3 KNAB 10.00%
4 BNKD 10.00%
5 BNKO 10.00%
6 BNKU 10.00%
7 RDIV 4.36%
8 FLV 4.04%
9 TBG 4.02%
10 KBWB 4.02%
11 UTRN 3.96%
12 BAMD 3.37%
13 DIVP 3.23%
14 PJFV 2.63%
15 KRE 2.61%
16 XVOL 2.58%
17 HDIV 2.52%
18 DFNL 2.49%
19 FDV 2.41%
20 SDOG 2.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 118.91M (9.25%) -218.55K
Decreased by -0.18%
Mar 31, 25
2 Capital Research & Mgmt Co - Division 3 104.65M (8.14%) 14.04M
Increased by +13.41%
Mar 31, 25
3 BlackRock Inc 99.33M (7.72%) -4.89M
Decreased by -4.93%
Mar 31, 25
4 State Street Corp 61.67M (4.80%) -1.99M
Decreased by -3.22%
Mar 31, 25
5 State Street Corporation 59.29M (4.61%) -3.07M
Decreased by -5.18%
Mar 31, 24
6 Bank of America Corp 37.76M (2.94%) -475.63K
Decreased by -1.26%
Mar 31, 25
7 JPMorgan Chase & Co 36.16M (2.81%) -12.17M
Decreased by -33.65%
Mar 31, 25
8 Geode Capital Management, LLC 28.12M (2.19%) 140.70K
Increased by +0.50%
Mar 31, 25
9 Dodge & Cox 25.75M (2.00%) -25.92M
Decreased by -100.64%
Sep 30, 24
10 Amundi 24.77M (1.93%) 1.09M
Increased by +4.40%
Mar 31, 25
11 Royal Bank of Canada 19.86M (1.54%) 449.90K
Increased by +2.27%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 19.26M (1.50%) 333.89K
Increased by +1.73%
Mar 31, 25
13 Charles Schwab Investment Management Inc 17.40M (1.35%) -48.48K
Decreased by -0.28%
Mar 31, 25
14 Massachusetts Financial Services Company 14.69M (1.14%) -611.25K
Decreased by -4.16%
Sep 30, 23
15 Northern Trust Corp 14.24M (1.11%) -195.20K
Decreased by -1.37%
Mar 31, 25
16 Amvescap Plc. 13.14M (1.02%) 3.19M
Increased by +24.27%
Mar 31, 25
17 Diamond Hill Capital Management Inc 12.86M (1.00%) -2.27M
Decreased by -17.63%
Sep 30, 23
18 FMR Inc 12.42M (0.97%) 1.96M
Increased by +15.76%
Mar 31, 25
19 American Century Companies Inc 12.04M (0.94%) 2.16M
Increased by +17.93%
Mar 31, 25
20 Goldman Sachs Group Inc 11.82M (0.92%) 6.72M
Increased by +56.84%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 42.48M (3.30%) 149.23K
Increased by +0.35%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 41.96M (3.26%) 24.27K
Increased by +0.06%
May 31, 25
3 Vanguard Institutional 500 Index Trust 37.43M (2.91%) 260.98K
Increased by +0.70%
May 31, 25
4 2ndVote Advisers SDI Index 33.33M (2.59%) 0.00
Increased by 0.00%
Mar 31, 23
5 American Funds Washington Mutual A 30.27M (2.35%) 0.00
Increased by 0.00%
Jun 30, 25
6 Capital Group Wash Mutual Invtrs Comp 30.27M (2.35%) 0.00
Increased by 0.00%
Jun 30, 25
7 American Funds American Mutual A 20.52M (1.60%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group American Mutual Comp 20.52M (1.60%) 0.00
Increased by 0.00%
Jun 30, 25
9 Dodge & Cox Stock I 17.69M (1.38%) -16.54M
Decreased by -93.53%
Sep 30, 24
10 Fidelity 500 Index 16.60M (1.29%) 71.44K
Increased by +0.43%
May 31, 25
11 SPDR® S&P 500 ETF 16.37M (1.27%) -395.35K
Decreased by -2.42%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 16.05M (1.25%) -125.14K
Decreased by -0.78%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 15.93M (1.24%) -83.48K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 15.80M (1.23%) -104.91K
Decreased by -0.66%
Jun 30, 25
15 iShares Core S&P 500 ETF 15.53M (1.21%) 24.74K
Increased by +0.16%
Jun 30, 25
16 Fidelity® 500 Index 15.52M (1.21%) 98.78K
Increased by +0.64%
Nov 30, 23
17 American Funds Invmt Co of Amer A 14.35M (1.12%) 1.67M
Increased by +11.65%
Jun 30, 25
18 Capital Group Investment Co of Amer Comp 14.35M (1.12%) 1.67M
Increased by +11.65%
Jun 30, 25
19 American Funds Fundamental Invs A 11.55M (0.90%) -3.38M
Decreased by -29.25%
Jun 30, 25
20 Capital Group Fundamental Invtrs Comp 11.55M (0.90%) -3.38M
Decreased by -29.25%
Jun 30, 25