Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 10.74%
2 KNAB 10.00%
3 BNKD 10.00%
4 BNKZ 10.00%
5 BNKU 10.00%
6 BNKO 10.00%
7 KRE 4.40%
8 UTRN 3.96%
9 KBWB 3.63%
10 TBG 3.56%
11 DIVP 3.36%
12 WBIY 3.33%
13 DPST 3.13%
14 FLV 3.01%
15 PJFV 2.68%
16 HDIV 2.52%
17 FDL 2.20%
18 PEY 2.18%
19 SDOG 2.17%
20 ICAP 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 119.23M (9.01%) 1.48M
Increased by +1.24%
Sep 30, 24
2 BlackRock Inc 99.01M (7.48%) -1.44M
Decreased by -1.45%
Jun 30, 24
3 Capital Research & Mgmt Co - Division 3 71.91M (5.43%) 20.36M
Increased by +28.32%
Sep 30, 24
4 State Street Corporation 59.29M (4.48%) -3.07M
Decreased by -5.18%
Mar 31, 24
5 State Street Corp 59.14M (4.47%) -141.81K
Decreased by -0.24%
Jun 30, 24
6 JPMorgan Chase & Co 44.82M (3.39%) 9.27M
Increased by +20.67%
Jun 30, 24
7 Bank of America Corp 40.80M (3.08%) 25.29K
Increased by +0.06%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 34.30M (2.59%) -4.44M
Decreased by -12.96%
Jun 30, 24
9 Geode Capital Management, LLC 26.98M (2.04%) 581.73K
Increased by +2.16%
Jun 30, 24
10 Dodge & Cox 25.75M (1.95%) -25.92M
Decreased by -100.64%
Sep 30, 24
11 Amundi 25.53M (1.93%) -527.94K
Decreased by -2.07%
Jun 30, 24
12 Charles Schwab Investment Management Inc 17.45M (1.32%) -149.04K
Decreased by -0.85%
Sep 30, 24
13 FMR Inc 16.01M (1.21%) 3.65M
Increased by +22.81%
Dec 31, 23
14 Royal Bank of Canada 15.01M (1.13%) -1.20M
Decreased by -8.01%
Jun 30, 24
15 Massachusetts Financial Services Company 14.69M (1.11%) -611.25K
Decreased by -4.16%
Sep 30, 23
16 Diamond Hill Capital Management Inc 12.86M (0.97%) -2.27M
Decreased by -17.63%
Sep 30, 23
17 Northern Trust Corp 11.98M (0.91%) -369.78K
Decreased by -3.09%
Sep 30, 24
18 Goldman Sachs Group Inc 11.82M (0.89%) 6.72M
Increased by +56.84%
Dec 31, 23
19 Bank of New York Mellon Corp 11.23M (0.85%) 1.27M
Increased by +11.30%
Dec 31, 23
20 Franklin Resources Inc 10.89M (0.82%) -826.15K
Decreased by -7.58%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 42.33M (3.20%) -145.22K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 35.50M (2.68%) 421.87K
Increased by +1.19%
Oct 31, 24
3 2ndVote Advisers SDI Index 33.33M (2.52%) 0.00
Increased by 0.00%
Mar 31, 23
4 American Funds American Mutual A 19.90M (1.50%) 6.73M
Increased by +33.82%
Sep 30, 24
5 Capital Group American Mutual Comp 19.90M (1.50%) 6.73M
Increased by +33.82%
Sep 30, 24
6 Dodge & Cox Stock I 17.69M (1.34%) -16.54M
Decreased by -93.53%
Sep 30, 24
7 Fidelity 500 Index 16.46M (1.24%) -22.91K
Decreased by -0.14%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 16.33M (1.23%) 85.21K
Increased by +0.52%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 16.05M (1.21%) -125.14K
Decreased by -0.78%
Mar 31, 24
10 Fidelity® 500 Index 15.52M (1.17%) 98.78K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 14.91M (1.13%) 22.94K
Increased by +0.15%
Oct 31, 24
12 American Funds Washington Mutual A 14.78M (1.12%) 3.42M
Increased by +23.15%
Sep 30, 24
13 Capital Group Wash Mutual Invtrs Comp 14.78M (1.12%) 3.42M
Increased by +23.15%
Sep 30, 24
14 JPM US Equity Income-Composite 14.19M (1.07%) 2.75M
Increased by +19.40%
Sep 30, 24
15 JPMorgan Equity Income I 14.19M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
16 American Funds Fundamental Invs A 14.08M (1.06%) 5.85M
Increased by +41.55%
Sep 30, 24
17 Capital Group Fundamental Invtrs Comp 14.08M (1.06%) 5.85M
Increased by +41.55%
Sep 30, 24
18 Nomura US Value Strategy Mother Fund 11.52M (0.87%) 11.44M
Increased by +99.30%
Apr 27, 23
19 Vanguard Value Index Inv 11.36M (0.86%) 41.39K
Increased by +0.36%
Oct 31, 24
20 The Financial Select Sector SPDR® ETF 9.18M (0.69%) -46.62K
Decreased by -0.51%
Oct 31, 24