Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BNKU 10.00%
2 BNKD 10.00%
3 KNAB 10.00%
4 BNKO 10.00%
5 BNKZ 10.00%
6 IAT 9.84%
7 FTXO 7.41%
8 DDIV 4.94%
9 TBG 4.02%
10 UTRN 3.96%
11 RDIV 3.95%
12 KBWB 3.63%
13 BAMD 3.55%
14 MFVL 3.40%
15 DIVP 3.25%
16 DIVE 3.08%
17 DVLU 2.96%
18 PAYR 2.66%
19 PJFV 2.63%
20 XVOL 2.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 119.74M (9.64%) 701.05K
Increased by +0.59%
Dec 31, 25
2 BlackRock Inc 98.33M (7.91%) 315.08K
Increased by +0.32%
Mar 31, 26
3 Capital Research & Mgmt Co - Division 3 84.51M (6.80%) -23.85M
Decreased by -28.21%
Mar 31, 26
4 Vanguard Capital Management, LLC 81.50M (6.56%) 81.50M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 59.29M (4.77%) -3.07M
Decreased by -5.18%
Mar 31, 24
6 State Street Corp 58.19M (4.68%) -1.10M
Decreased by -1.90%
Mar 31, 26
7 Bank of America Corp 37.92M (3.05%) -484.47K
Decreased by -1.28%
Mar 31, 26
8 Geode Capital Management, LLC 31.85M (2.56%) 2.91M
Increased by +9.15%
Mar 31, 26
9 Victory Capital Management Inc. 26.94M (2.17%) -5.03M
Decreased by -18.67%
Mar 31, 26
10 Dodge & Cox 25.75M (2.07%) -25.92M
Decreased by -100.64%
Sep 30, 24
11 Amundi 24.77M (1.99%) 1.09M
Increased by +4.40%
Mar 31, 25
12 Vanguard Portfolio Management, LLC 24.10M (1.94%) 24.10M
Increased by +100.00%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 21.60M (1.74%) 666.69K
Increased by +3.09%
Mar 31, 26
14 Charles Schwab Investment Management Inc 17.70M (1.42%) 121.97K
Increased by +0.69%
Mar 31, 26
15 FMR Inc 15.96M (1.28%) -4.19M
Decreased by -26.27%
Mar 31, 26
16 Massachusetts Financial Services Company 14.69M (1.18%) -611.25K
Decreased by -4.16%
Sep 30, 23
17 Amvescap Plc. 14.22M (1.14%) 154.99K
Increased by +1.09%
Mar 31, 26
18 Diamond Hill Capital Management Inc 12.86M (1.04%) -2.27M
Decreased by -17.63%
Sep 30, 23
19 JPMorgan Chase & Co 12.70M (1.02%) -16.20M
Decreased by -127.53%
Dec 31, 25
20 Northern Trust Corp 12.68M (1.02%) -373.48K
Decreased by -2.94%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 42.48M (3.42%) 149.23K
Increased by +0.35%
Sep 30, 24
2 American Funds Washington Mutual A 40.35M (3.25%) 10.09M
Increased by +25.00%
Mar 31, 26
3 Capital Group Wash Mutual Invtrs Comp 40.35M (3.25%) 10.09M
Increased by +25.00%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 39.70M (3.19%) 85.83K
Increased by +0.22%
Apr 30, 26
5 Vanguard Institutional 500 Index Trust 37.43M (3.01%) 260.98K
Increased by +0.70%
May 31, 25
6 2ndVote Advisers SDI Index 33.33M (2.68%) 0.00
Increased by 0.00%
Mar 31, 23
7 Vanguard 500 Index Investor 32.73M (2.63%) 588.08K
Increased by +1.80%
Apr 30, 26
8 Dodge & Cox Stock I 17.69M (1.42%) -16.54M
Decreased by -93.53%
Sep 30, 24
9 iShares Core S&P 500 ETF 16.63M (1.34%) 50.85K
Increased by +0.31%
May 29, 26
10 SPDR® S&P 500 ETF 16.37M (1.32%) -395.35K
Decreased by -2.42%
Mar 31, 25
11 Fidelity 500 Index 16.18M (1.30%) 55.77K
Increased by +0.34%
Apr 30, 26
12 SPDR® S&P 500 ETF Trust 16.05M (1.29%) -125.14K
Decreased by -0.78%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 15.93M (1.28%) -83.48K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 15.79M (1.27%) 194.56K
Increased by +1.23%
Aug 31, 25
15 American Funds Fundamental Invs A 15.65M (1.26%) 4.10M
Increased by +26.19%
Mar 31, 26
16 Capital Group Fundamental Invtrs Comp 15.65M (1.26%) 4.10M
Increased by +26.19%
Mar 31, 26
17 Fidelity® 500 Index 15.52M (1.25%) 98.78K
Increased by +0.64%
Nov 30, 23
18 State Street® SPDR® S&P 500® ETF 15.19M (1.22%) 20.55K
Increased by +0.14%
May 29, 26
19 American Funds Invmt Co of Amer A 14.35M (1.15%) 0.00
Increased by 0.00%
Dec 31, 25
20 Capital Group Investment Co of Amer Comp 14.35M (1.15%) 0.00
Increased by 0.00%
Dec 31, 25