Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 10.28%
2 BNKZ 10.00%
3 BNKU 10.00%
4 BNKO 10.00%
5 KNAB 10.00%
6 BNKD 10.00%
7 RDIV 4.00%
8 UTRN 3.96%
9 FLV 3.87%
10 TBG 3.62%
11 KBWB 3.58%
12 DIVP 2.92%
13 KRE 2.84%
14 PJFV 2.63%
15 HDIV 2.52%
16 FDV 2.18%
17 DPST 2.06%
18 SDOG 1.97%
19 FDL 1.92%
20 SPDV 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 118.91M (9.10%) -218.55K
Decreased by -0.18%
Mar 31, 25
2 Capital Research & Mgmt Co - Division 3 104.65M (8.01%) 14.04M
Increased by +13.41%
Mar 31, 25
3 BlackRock Inc 99.33M (7.60%) -4.89M
Decreased by -4.93%
Mar 31, 25
4 State Street Corp 61.67M (4.72%) -1.99M
Decreased by -3.22%
Mar 31, 25
5 State Street Corporation 59.29M (4.54%) -3.07M
Decreased by -5.18%
Mar 31, 24
6 Bank of America Corp 37.76M (2.89%) -475.63K
Decreased by -1.26%
Mar 31, 25
7 JPMorgan Chase & Co 36.16M (2.77%) -12.17M
Decreased by -33.65%
Mar 31, 25
8 Geode Capital Management, LLC 28.12M (2.15%) 140.70K
Increased by +0.50%
Mar 31, 25
9 Dodge & Cox 25.75M (1.97%) -25.92M
Decreased by -100.64%
Sep 30, 24
10 Amundi 24.77M (1.90%) 1.09M
Increased by +4.40%
Mar 31, 25
11 Royal Bank of Canada 19.86M (1.52%) 449.90K
Increased by +2.27%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 19.26M (1.47%) 333.89K
Increased by +1.73%
Mar 31, 25
13 Charles Schwab Investment Management Inc 17.40M (1.33%) -48.48K
Decreased by -0.28%
Mar 31, 25
14 Massachusetts Financial Services Company 14.69M (1.12%) -611.25K
Decreased by -4.16%
Sep 30, 23
15 Northern Trust Corp 14.43M (1.11%) 2.45M
Increased by +16.99%
Dec 31, 24
16 Diamond Hill Capital Management Inc 12.86M (0.98%) -2.27M
Decreased by -17.63%
Sep 30, 23
17 FMR Inc 12.42M (0.95%) 1.96M
Increased by +15.76%
Mar 31, 25
18 American Century Companies Inc 12.04M (0.92%) 2.16M
Increased by +17.93%
Mar 31, 25
19 Goldman Sachs Group Inc 11.82M (0.90%) 6.72M
Increased by +56.84%
Dec 31, 23
20 Franklin Resources Inc 10.89M (0.83%) -826.15K
Decreased by -7.58%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 42.48M (3.25%) 149.23K
Increased by +0.35%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 41.94M (3.21%) 735.21K
Increased by +1.75%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 37.17M (2.85%) 593.14K
Increased by +1.60%
Apr 30, 25
4 2ndVote Advisers SDI Index 33.33M (2.55%) 0.00
Increased by 0.00%
Mar 31, 23
5 American Funds Washington Mutual A 30.27M (2.32%) 11.86M
Increased by +39.18%
Mar 31, 25
6 Capital Group Wash Mutual Invtrs Comp 30.27M (2.32%) 11.86M
Increased by +39.18%
Mar 31, 25
7 American Funds American Mutual A 20.52M (1.57%) -85.76K
Decreased by -0.42%
Mar 31, 25
8 Capital Group American Mutual Comp 20.52M (1.57%) -85.76K
Decreased by -0.42%
Mar 31, 25
9 Dodge & Cox Stock I 17.69M (1.35%) -16.54M
Decreased by -93.53%
Sep 30, 24
10 Fidelity 500 Index 16.51M (1.26%) -116.62K
Decreased by -0.71%
Mar 31, 25
11 SPDR® S&P 500 ETF 16.37M (1.25%) -395.35K
Decreased by -2.42%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 16.05M (1.23%) -125.14K
Decreased by -0.78%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 15.93M (1.22%) -83.48K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 15.85M (1.21%) -95.08K
Decreased by -0.60%
Apr 30, 25
15 iShares Core S&P 500 ETF 15.59M (1.19%) -16.27K
Decreased by -0.10%
Apr 30, 25
16 Fidelity® 500 Index 15.52M (1.19%) 98.78K
Increased by +0.64%
Nov 30, 23
17 American Funds Fundamental Invs A 14.93M (1.14%) -2.24M
Decreased by -14.98%
Mar 31, 25
18 Capital Group Fundamental Invtrs Comp 14.93M (1.14%) -2.24M
Decreased by -14.98%
Mar 31, 25
19 American Funds Invmt Co of Amer A 12.68M (0.97%) 1.16M
Increased by +9.13%
Mar 31, 25
20 Capital Group Investment Co of Amer Comp 12.68M (0.97%) 1.16M
Increased by +9.13%
Mar 31, 25