Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLD 1000.00%
2 IWB 1000.00%
3 IAT 11.16%
4 BNKO 10.00%
5 BNKU 10.00%
6 KNAB 10.00%
7 BNKZ 10.00%
8 BNKD 10.00%
9 KBWB 4.26%
10 TBG 3.54%
11 WBIY 3.33%
12 FLV 2.77%
13 HDIV 2.52%
14 PEY 2.41%
15 KRE 2.18%
16 SDOG 2.14%
17 FDL 2.09%
18 ICAP 1.92%
19 LEND 1.81%
20 DPST 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 116.57M (8.73%) -1.38M
Decreased by -1.18%
Mar 31, 24
2 BlackRock Inc 100.45M (7.52%) 2.99M
Increased by +2.97%
Mar 31, 24
3 State Street Corporation 59.29M (4.44%) -3.07M
Decreased by -5.18%
Mar 31, 24
4 Dodge & Cox 51.94M (3.89%) -1.23M
Decreased by -2.37%
Mar 31, 24
5 Bank of America Corp 40.78M (3.05%) 14.86M
Increased by +36.44%
Mar 31, 24
6 JPMorgan Chase & Co 35.56M (2.66%) 12.42M
Increased by +34.93%
Mar 31, 24
7 Geode Capital Management, LLC 26.40M (1.98%) 764.04K
Increased by +2.89%
Mar 31, 24
8 Amundi 26.06M (1.95%) 278.14K
Increased by +1.07%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 19.37M (1.45%) -4.03M
Decreased by -20.80%
Mar 31, 24
10 Charles Schwab Investment Management Inc 17.63M (1.32%) -1.61M
Decreased by -9.15%
Mar 31, 24
11 Royal Bank of Canada 16.21M (1.21%) 501.36K
Increased by +3.09%
Mar 31, 24
12 FMR Inc 16.01M (1.20%) 3.65M
Increased by +22.81%
Dec 31, 23
13 Massachusetts Financial Services Company 14.69M (1.10%) -611.25K
Decreased by -4.16%
Sep 30, 23
14 Diamond Hill Capital Management Inc 12.86M (0.96%) -2.27M
Decreased by -17.63%
Sep 30, 23
15 Northern Trust Corp 12.42M (0.93%) -478.67K
Decreased by -3.85%
Mar 31, 24
16 Goldman Sachs Group Inc 11.82M (0.89%) 6.72M
Increased by +56.84%
Dec 31, 23
17 Capital Research & Mgmt Co - Division 3 11.64M (0.87%) 5.63M
Increased by +48.38%
Mar 31, 24
18 Bank of New York Mellon Corp 11.23M (0.84%) 1.27M
Increased by +11.30%
Dec 31, 23
19 Franklin Resources Inc 10.89M (0.82%) -826.15K
Decreased by -7.58%
Sep 30, 23
20 American Century Companies Inc 10.77M (0.81%) 1.09M
Increased by +10.16%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 42.31M (3.17%) 164.81K
Increased by +0.39%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 34.39M (2.58%) 161.26K
Increased by +0.47%
Jun 30, 24
3 Dodge & Cox Stock I 34.23M (2.56%) 0.00
Increased by 0.00%
Jun 30, 24
4 2ndVote Advisers SDI Index 33.33M (2.50%) 0.00
Increased by 0.00%
Mar 31, 23
5 Fidelity 500 Index 16.24M (1.22%) 82.33K
Increased by +0.51%
May 31, 24
6 SPDR® S&P 500 ETF Trust 16.05M (1.20%) -125.14K
Decreased by -0.78%
Mar 31, 24
7 SPDR® S&P 500® ETF Trust 15.85M (1.19%) 150.07K
Increased by +0.95%
Jun 30, 24
8 Fidelity® 500 Index 15.52M (1.16%) 98.78K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 14.28M (1.07%) 72.44K
Increased by +0.51%
Jun 28, 24
10 American Funds American Mutual A 13.17M (0.99%) 11.32M
Increased by +85.94%
Jun 30, 24
11 Nomura US Value Strategy Mother Fund 11.52M (0.86%) 11.44M
Increased by +99.30%
Apr 27, 23
12 JPM US Equity Income-Composite 11.44M (0.86%) 2.79M
Increased by +24.43%
Jun 30, 24
13 American Funds Washington Mutual A 11.35M (0.85%) 9.72M
Increased by +85.59%
Jun 30, 24
14 Vanguard Value Index Inv 10.96M (0.82%) -126.70K
Decreased by -1.16%
Jun 30, 24
15 JPMorgan Equity Income I 10.22M (0.77%) 1.69M
Increased by +16.51%
May 31, 24
16 The Financial Select Sector SPDR® ETF 9.13M (0.68%) 19.80K
Increased by +0.22%
Jun 30, 24
17 Financial Select Sector SPDR® ETF 8.81M (0.66%) -11.13K
Decreased by -0.13%
Mar 31, 24
18 Vanguard Institutional Index I 8.68M (0.65%) -21.65K
Decreased by -0.25%
Jun 30, 24
19 iShares Select Dividend ETF 8.31M (0.62%) -2.77K
Decreased by -0.03%
Jun 28, 24
20 American Funds Fundamental Invs A 8.23M (0.62%) 6.22M
Increased by +75.57%
Jun 30, 24