Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 10.47%
2 KNAB 10.00%
3 BNKZ 10.00%
4 BNKD 10.00%
5 BNKU 10.00%
6 BNKO 10.00%
7 RDIV 4.10%
8 UTRN 3.96%
9 FLV 3.87%
10 TBG 3.78%
11 KBWB 3.73%
12 DIVP 3.08%
13 KRE 2.83%
14 PJFV 2.63%
15 HDIV 2.52%
16 FDV 2.28%
17 SDOG 2.07%
18 FDL 2.02%
19 DPST 2.02%
20 SPDV 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 119.13M (9.12%) -100.67K
Decreased by -0.08%
Dec 31, 24
2 BlackRock Inc 104.22M (7.98%) 4.95M
Increased by +4.75%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 90.62M (6.94%) 18.71M
Increased by +20.65%
Dec 31, 24
4 State Street Corp 63.66M (4.87%) 1.79M
Increased by +2.81%
Dec 31, 24
5 State Street Corporation 59.29M (4.54%) -3.07M
Decreased by -5.18%
Mar 31, 24
6 JPMorgan Chase & Co 48.33M (3.70%) -54.89M
Decreased by -113.59%
Dec 31, 24
7 Bank of America Corp 38.24M (2.93%) -3.72M
Decreased by -9.73%
Dec 31, 24
8 Geode Capital Management, LLC 27.98M (2.14%) 534.74K
Increased by +1.91%
Dec 31, 24
9 Dodge & Cox 25.75M (1.97%) -25.92M
Decreased by -100.64%
Sep 30, 24
10 Amundi 23.68M (1.81%) 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 (1.12%) -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 Goldman Sachs Group Inc 11.82M (0.90%) 6.72M
Increased by +56.84%
Dec 31, 23
18 Franklin Resources Inc 10.89M (0.83%) -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 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 41.20M (3.15%) -639.09K
Decreased by -1.55%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 36.57M (2.80%) -245.44K
Decreased by -0.67%
Mar 31, 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 15.96M (1.22%) 13.14K
Increased by +0.08%
Apr 30, 25
14 SPDR® S&P 500® ETF Trust 15.93M (1.22%) -83.48K
Decreased by -0.52%
Mar 31, 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