Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 10.83%
2 KNAB 10.00%
3 BNKZ 10.00%
4 BNKO 10.00%
5 BNKD 10.00%
6 BNKU 10.00%
7 UTRN 3.96%
8 KBWB 3.91%
9 TBG 3.64%
10 WBIY 3.33%
11 FLV 3.24%
12 RDIV 3.16%
13 KRE 2.95%
14 DIVP 2.92%
15 PJFV 2.72%
16 HDIV 2.52%
17 FDV 2.20%
18 DPST 2.08%
19 SDOG 2.00%
20 ICAP 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 119.13M (9.15%) -100.67K
Decreased by -0.08%
Dec 31, 24
2 BlackRock Inc 104.22M (8.01%) 4.95M
Increased by +4.75%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 90.62M (6.96%) 18.71M
Increased by +20.65%
Dec 31, 24
4 State Street Corp 63.66M (4.89%) 1.79M
Increased by +2.81%
Dec 31, 24
5 State Street Corporation 59.29M (4.55%) -3.07M
Decreased by -5.18%
Mar 31, 24
6 JPMorgan Chase & Co 48.33M (3.71%) -54.89M
Decreased by -113.59%
Dec 31, 24
7 Bank of America Corp 38.24M (2.94%) -3.72M
Decreased by -9.73%
Dec 31, 24
8 Geode Capital Management, LLC 27.98M (2.15%) 534.74K
Increased by +1.91%
Dec 31, 24
9 Dodge & Cox 25.75M (1.98%) -25.92M
Decreased by -100.64%
Sep 30, 24
10 Amundi 23.68M (1.82%) 1.45M
Increased by +6.12%
Dec 31, 24
11 Royal Bank of Canada 19.41M (1.49%) 2.74M
Increased by +14.14%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 18.93M (1.45%) 1.07M
Increased by +5.65%
Dec 31, 24
13 Charles Schwab Investment Management Inc 17.45M (1.34%) -269.00
Decreased by -0.00%
Dec 31, 24
14 Massachusetts Financial Services Company 14.69M (1.13%) -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 (0.99%) -2.27M
Decreased by -17.63%
Sep 30, 23
17 Goldman Sachs Group Inc 11.82M (0.91%) 6.72M
Increased by +56.84%
Dec 31, 23
18 Franklin Resources Inc 10.89M (0.84%) -826.15K
Decreased by -7.58%
Sep 30, 23
19 UBS Asset Mgmt Americas Inc 10.74M (0.82%) 1.31M
Increased by +12.17%
Dec 31, 24
20 Harris Associates L.P. 10.68M (0.82%) 238.09K
Increased by +2.23%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 41.84M (3.21%) 88.31K
Increased by +0.21%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 36.82M (2.83%) 245.84K
Increased by +0.67%
Feb 28, 25
3 2ndVote Advisers SDI Index 33.33M (2.56%) 0.00
Increased by 0.00%
Mar 31, 23
4 American Funds American Mutual A 20.61M (1.58%) 707.71K
Increased by +3.43%
Dec 31, 24
5 Capital Group American Mutual Comp 20.61M (1.58%) 707.71K
Increased by +3.43%
Dec 31, 24
6 American Funds Washington Mutual A 18.41M (1.41%) 3.63M
Increased by +19.73%
Dec 31, 24
7 Capital Group Wash Mutual Invtrs Comp 18.41M (1.41%) 3.63M
Increased by +19.73%
Dec 31, 24
8 Dodge & Cox Stock I 17.69M (1.36%) -16.54M
Decreased by -93.53%
Sep 30, 24
9 American Funds Fundamental Invs A 17.17M (1.32%) 3.09M
Increased by +18.01%
Dec 31, 24
10 Capital Group Fundamental Invtrs Comp 17.17M (1.32%) 3.09M
Increased by +18.01%
Dec 31, 24
11 Fidelity 500 Index 16.55M (1.27%) 73.03K
Increased by +0.44%
Jan 31, 25
12 SPDR® S&P 500® ETF Trust 16.42M (1.26%) -121.68K
Decreased by -0.74%
Feb 28, 25
13 SPDR® S&P 500 ETF Trust 16.05M (1.23%) -125.14K
Decreased by -0.78%
Mar 31, 24
14 iShares Core S&P 500 ETF 15.59M (1.20%) -784.00
Decreased by -0.01%
Feb 28, 25
15 Fidelity® 500 Index 15.52M (1.19%) 98.78K
Increased by +0.64%
Nov 30, 23
16 JPM US Equity Income-Composite 14.01M (1.08%) -178.90K
Decreased by -1.28%
Dec 31, 24
17 JPMorgan Equity Income I 13.53M (1.04%) -486.32K
Decreased by -3.60%
Jan 31, 25
18 Nomura US Value Strategy Mother Fund 11.52M (0.88%) 11.44M
Increased by +99.30%
Apr 27, 23
19 American Funds Invmt Co of Amer A 11.52M (0.88%) 2.86M
Increased by +24.86%
Dec 31, 24
20 Capital Group Investment Co of Amer Comp 11.52M (0.88%) 2.86M
Increased by +24.86%
Dec 31, 24