Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 11.01%
2 KNAB 10.00%
3 BNKD 10.00%
4 BNKU 10.00%
5 BNKZ 10.00%
6 BNKO 10.00%
7 DIVP 4.45%
8 KRE 4.33%
9 UTRN 3.96%
10 KBWB 3.93%
11 RDIV 3.56%
12 TBG 3.47%
13 WBIY 3.33%
14 FLV 3.24%
15 PJFV 2.93%
16 DPST 2.89%
17 HDIV 2.52%
18 FDV 2.30%
19 ICAP 2.14%
20 PEY 2.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 119.23M (9.09%) 1.48M
Increased by +1.24%
Sep 30, 24
2 BlackRock Inc 99.27M (7.56%) 261.34K
Increased by +0.26%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 71.91M (5.48%) 20.36M
Increased by +28.32%
Sep 30, 24
4 State Street Corp 61.86M (4.71%) 2.72M
Increased by +4.40%
Sep 30, 24
5 State Street Corporation 59.29M (4.52%) -3.07M
Decreased by -5.18%
Mar 31, 24
6 JPMorgan Chase & Co 51.61M (3.93%) 6.79M
Increased by +13.15%
Sep 30, 24
7 Bank of America Corp 41.96M (3.20%) 1.15M
Increased by +2.75%
Sep 30, 24
8 Geode Capital Management, LLC 27.44M (2.09%) 456.41K
Increased by +1.66%
Sep 30, 24
9 Dodge & Cox 25.75M (1.96%) -25.92M
Decreased by -100.64%
Sep 30, 24
10 Amundi 22.23M (1.69%) -3.30M
Decreased by -14.85%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 17.86M (1.36%) -16.44M
Decreased by -92.08%
Sep 30, 24
12 Charles Schwab Investment Management Inc 17.45M (1.33%) -149.04K
Decreased by -0.85%
Sep 30, 24
13 Royal Bank of Canada 16.66M (1.27%) 1.65M
Increased by +9.93%
Sep 30, 24
14 FMR Inc 16.01M (1.22%) 3.65M
Increased by +22.81%
Dec 31, 23
15 Massachusetts Financial Services Company 14.69M (1.12%) -611.25K
Decreased by -4.16%
Sep 30, 23
16 Diamond Hill Capital Management Inc 12.86M (0.98%) -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 (0.90%) 6.72M
Increased by +56.84%
Dec 31, 23
19 Bank of New York Mellon Corp 11.23M (0.86%) 1.27M
Increased by +11.30%
Dec 31, 23
20 Franklin Resources Inc 10.89M (0.83%) -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 41.68M (3.18%) -477.69K
Decreased by -1.15%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 35.95M (2.74%) -55.11K
Decreased by -0.15%
Dec 31, 24
3 2ndVote Advisers SDI Index 33.33M (2.54%) 0.00
Increased by 0.00%
Mar 31, 23
4 American Funds American Mutual A 20.61M (1.57%) 707.71K
Increased by +3.43%
Dec 31, 24
5 Capital Group American Mutual Comp 19.90M (1.52%) 6.73M
Increased by +33.82%
Sep 30, 24
6 American Funds Washington Mutual A 18.41M (1.40%) 3.63M
Increased by +19.73%
Dec 31, 24
7 Dodge & Cox Stock I 17.69M (1.35%) -16.54M
Decreased by -93.53%
Sep 30, 24
8 American Funds Fundamental Invs A 17.17M (1.31%) 3.09M
Increased by +18.01%
Dec 31, 24
9 SPDR® S&P 500® ETF Trust 16.69M (1.27%) 192.91K
Increased by +1.16%
Dec 31, 24
10 Fidelity 500 Index 16.55M (1.26%) 112.45K
Increased by +0.68%
Nov 30, 24
11 SPDR® S&P 500 ETF Trust 16.05M (1.22%) -125.14K
Decreased by -0.78%
Mar 31, 24
12 iShares Core S&P 500 ETF 15.59M (1.19%) 10.96K
Increased by +0.07%
Dec 31, 24
13 Fidelity® 500 Index 15.52M (1.18%) 98.78K
Increased by +0.64%
Nov 30, 23
14 Capital Group Wash Mutual Invtrs Comp 14.78M (1.13%) 3.42M
Increased by +23.15%
Sep 30, 24
15 JPMorgan Equity Income I 14.19M (1.08%) 0.00
Increased by 0.00%
Nov 30, 24
16 Capital Group Fundamental Invtrs Comp 14.08M (1.07%) 5.85M
Increased by +41.55%
Sep 30, 24
17 JPM US Equity Income-Composite 14.01M (1.07%) -178.90K
Decreased by -1.28%
Dec 31, 24
18 Nomura US Value Strategy Mother Fund 11.52M (0.88%) 11.44M
Increased by +99.30%
Apr 27, 23
19 American Funds Invmt Co of Amer A 11.52M (0.88%) 2.86M
Increased by +24.86%
Dec 31, 24
20 Vanguard Value Index Inv 11.31M (0.86%) -157.55K
Decreased by -1.39%
Dec 31, 24