Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 10.50%
2 BNKU 10.00%
3 KNAB 10.00%
4 BNKZ 10.00%
5 BNKD 10.00%
6 BNKO 10.00%
7 FTXO 7.64%
8 FLV 4.04%
9 TBG 4.02%
10 UTRN 3.96%
11 RDIV 3.86%
12 KBWB 3.80%
13 BAMD 3.31%
14 DIVP 2.88%
15 PJFV 2.63%
16 XVOL 2.58%
17 HDIV 2.52%
18 XUDV 2.48%
19 DFNL 2.38%
20 FDV 2.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 120.44M (9.37%) 1.53M
Increased by +1.27%
Jun 30, 25
2 Capital Research & Mgmt Co - Division 3 107.30M (8.34%) 2.64M
Increased by +2.46%
Jun 30, 25
3 BlackRock Inc 106.78M (8.30%) 7.45M
Increased by +6.98%
Jun 30, 25
4 State Street Corp 60.09M (4.67%) -1.58M
Decreased by -2.63%
Jun 30, 25
5 State Street Corporation 59.29M (4.61%) -3.07M
Decreased by -5.18%
Mar 31, 24
6 Bank of America Corp 38.72M (3.01%) 959.51K
Increased by +2.48%
Jun 30, 25
7 Victory Capital Management Inc. 31.61M (2.46%) 24.95M
Increased by +78.92%
Jun 30, 25
8 Geode Capital Management, LLC 28.19M (2.19%) 74.73K
Increased by +0.27%
Jun 30, 25
9 Dodge & Cox 25.75M (2.00%) -25.92M
Decreased by -100.64%
Sep 30, 24
10 Amundi 24.77M (1.93%) 1.09M
Increased by +4.40%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 20.14M (1.57%) 881.02K
Increased by +4.37%
Jun 30, 25
12 Charles Schwab Investment Management Inc 17.57M (1.37%) 164.03K
Increased by +0.93%
Jun 30, 25
13 FMR Inc 16.86M (1.31%) 4.45M
Increased by +26.37%
Jun 30, 25
14 JPMorgan Chase & Co 15.07M (1.17%) -21.09M
Decreased by -139.97%
Jun 30, 25
15 Royal Bank of Canada 14.90M (1.16%) -4.96M
Decreased by -33.25%
Jun 30, 25
16 Massachusetts Financial Services Company 14.69M (1.14%) -611.25K
Decreased by -4.16%
Sep 30, 23
17 Amvescap Plc. 14.00M (1.09%) 854.83K
Increased by +6.11%
Jun 30, 25
18 Northern Trust Corp 13.73M (1.07%) -508.45K
Decreased by -3.70%
Jun 30, 25
19 Diamond Hill Capital Management Inc 12.86M (1.00%) -2.27M
Decreased by -17.63%
Sep 30, 23
20 American Century Companies Inc 12.83M (1.00%) 793.28K
Increased by +6.18%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 42.48M (3.30%) 149.23K
Increased by +0.35%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 41.09M (3.20%) -1.01M
Decreased by -2.46%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 37.43M (2.91%) 260.98K
Increased by +0.70%
May 31, 25
4 2ndVote Advisers SDI Index 33.33M (2.59%) 0.00
Increased by 0.00%
Mar 31, 23
5 Vanguard 500 Index Investor 32.41M (2.52%) -4.75M
Decreased by -14.65%
Jul 31, 25
6 American Funds Washington Mutual A 30.27M (2.35%) 0.00
Increased by 0.00%
Jun 30, 25
7 Capital Group Wash Mutual Invtrs Comp 30.27M (2.35%) 0.00
Increased by 0.00%
Jun 30, 25
8 American Funds American Mutual A 20.52M (1.60%) 0.00
Increased by 0.00%
Jun 30, 25
9 Capital Group American Mutual Comp 20.52M (1.60%) 0.00
Increased by 0.00%
Jun 30, 25
10 Dodge & Cox Stock I 17.69M (1.38%) -16.54M
Decreased by -93.53%
Sep 30, 24
11 Fidelity 500 Index 16.60M (1.29%) 7.17K
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500 ETF 16.37M (1.27%) -395.35K
Decreased by -2.42%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 16.05M (1.25%) -125.14K
Decreased by -0.78%
Mar 31, 24
14 SPDR® S&P 500® ETF Trust 15.93M (1.24%) -83.48K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 15.79M (1.23%) 194.56K
Increased by +1.23%
Aug 31, 25
16 iShares Core S&P 500 ETF 15.76M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
17 Fidelity® 500 Index 15.52M (1.21%) 98.78K
Increased by +0.64%
Nov 30, 23
18 American Funds Invmt Co of Amer A 14.35M (1.12%) 1.67M
Increased by +11.65%
Jun 30, 25
19 Capital Group Investment Co of Amer Comp 14.35M (1.12%) 1.67M
Increased by +11.65%
Jun 30, 25
20 Vanguard Value Index Inv 11.61M (0.90%) -10.39K
Decreased by -0.09%
Jul 31, 25