Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 11.14%
2 BNKD 10.00%
3 BNKU 10.00%
4 KNAB 10.00%
5 BNKZ 10.00%
6 BNKO 10.00%
7 KRE 4.26%
8 UTRN 3.96%
9 KBWB 3.87%
10 TBG 3.45%
11 DIVP 3.37%
12 WBIY 3.33%
13 FLV 3.24%
14 PJFV 3.04%
15 DPST 2.66%
16 HDIV 2.52%
17 FDV 2.24%
18 SDOG 2.09%
19 ICAP 2.04%
20 PEY 2.04%

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 99.27M (7.50%) 261.34K
Increased by +0.26%
Sep 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 Corp 61.86M (4.67%) 2.72M
Increased by +4.40%
Sep 30, 24
5 State Street Corporation 59.29M (4.48%) -3.07M
Decreased by -5.18%
Mar 31, 24
6 JPMorgan Chase & Co 51.61M (3.90%) 6.79M
Increased by +13.15%
Sep 30, 24
7 Bank of America Corp 41.96M (3.17%) 1.15M
Increased by +2.75%
Sep 30, 24
8 Geode Capital Management, LLC 27.44M (2.07%) 456.41K
Increased by +1.66%
Sep 30, 24
9 Dodge & Cox 25.75M (1.95%) -25.92M
Decreased by -100.64%
Sep 30, 24
10 Amundi 22.23M (1.68%) -3.30M
Decreased by -14.85%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 17.86M (1.35%) -16.44M
Decreased by -92.08%
Sep 30, 24
12 Charles Schwab Investment Management Inc 17.45M (1.32%) -149.04K
Decreased by -0.85%
Sep 30, 24
13 Royal Bank of Canada 16.66M (1.26%) 1.65M
Increased by +9.93%
Sep 30, 24
14 FMR Inc 16.01M (1.21%) 3.65M
Increased by +22.81%
Dec 31, 23
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 42.15M (3.19%) -176.50K
Decreased by -0.42%
Nov 30, 24
2 Vanguard Institutional 500 Index Trust 36.01M (2.72%) 508.39K
Increased by +1.41%
Nov 30, 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 SPDR® S&P 500® ETF Trust 16.69M (1.26%) 192.91K
Increased by +1.16%
Dec 31, 24
8 Fidelity 500 Index 16.55M (1.25%) 112.45K
Increased by +0.68%
Nov 30, 24
9 SPDR® S&P 500 ETF Trust 16.05M (1.21%) -125.14K
Decreased by -0.78%
Mar 31, 24
10 iShares Core S&P 500 ETF 15.59M (1.18%) 10.96K
Increased by +0.07%
Dec 31, 24
11 Fidelity® 500 Index 15.52M (1.17%) 98.78K
Increased by +0.64%
Nov 30, 23
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%
Nov 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 11.47M (0.87%) 107.67K
Increased by +0.94%
Nov 30, 24
20 The Financial Select Sector SPDR® ETF 9.39M (0.71%) -34.06K
Decreased by -0.36%
Dec 31, 24