Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 13.08%
2 KNAB 10.00%
3 BNKZ 10.00%
4 BNKU 10.00%
5 BNKO 10.00%
6 BNKD 10.00%
7 FTXO 7.75%
8 RDIV 4.28%
9 UTRN 4.04%
10 KBWB 3.96%
11 FAZZ 2.75%
12 SCHD 2.54%
13 AIVL 2.52%
14 FOVL 2.26%
15 DIVL 2.17%
16 FDL 2.16%
17 QLTY 2.15%
18 LVHD 2.14%
19 VTRN 2.02%
20 LBAY 2.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 138.84M (8.93%) 1.08M
Increased by +0.78%
Dec 31, 24
2 BlackRock Inc 123.49M (7.94%) 10.17M
Increased by +8.23%
Dec 31, 24
3 State Street Corp 68.66M (4.42%) 1.38M
Increased by +2.01%
Dec 31, 24
4 FMR Inc 67.13M (4.32%) 3.21M
Increased by +4.78%
Dec 31, 24
5 State Street Corporation 65.75M (4.23%) -345.57K
Decreased by -0.53%
Mar 31, 24
6 Charles Schwab Investment Management Inc 49.79M (3.20%) 2.46M
Increased by +4.94%
Dec 31, 24
7 Bank Of Tokyo Mitsubishi Ltd 44.37M (2.85%) 0.00
Increased by 0.00%
Dec 31, 24
8 JPMorgan Chase & Co 40.91M (2.63%) -38.73M
Decreased by -94.66%
Dec 31, 24
9 Geode Capital Management, LLC 33.94M (2.18%) 850.76K
Increased by +2.51%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 26.24M (1.69%) 11.14M
Increased by +42.46%
Dec 31, 24
11 Viking Global Investors LP 24.45M (1.57%) -9.17M
Decreased by -37.51%
Dec 31, 24
12 Aristotle Capital Management LLC 22.85M (1.47%) -329.31K
Decreased by -1.44%
Dec 31, 24
13 Amundi 19.49M (1.25%) 1.34M
Increased by +6.88%
Dec 31, 24
14 Goldman Sachs Group Inc 18.22M (1.17%) 10.18M
Increased by +55.86%
Dec 31, 23
15 Royal Bank of Canada 18.02M (1.16%) 284.14K
Increased by +1.58%
Dec 31, 24
16 Bank of New York Mellon Corp 17.81M (1.15%) -196.00K
Decreased by -1.10%
Dec 31, 24
17 Northern Trust Corp 17.05M (1.10%) 1.67M
Increased by +9.80%
Dec 31, 24
18 Amvescap Plc. 16.79M (1.08%) 5.45M
Increased by +32.46%
Dec 31, 24
19 NORGES BANK 16.26M (1.05%) 1.12M
Increased by +6.90%
Dec 31, 24
20 Bank of America Corp 14.76M (0.95%) -3.10M
Decreased by -21.03%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 49.20M (3.16%) 161.49K
Increased by +0.33%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 43.27M (2.78%) 297.91K
Increased by +0.69%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 41.02M (2.64%) 34.15K
Increased by +0.08%
Feb 28, 25
4 Fidelity 500 Index 19.45M (1.25%) 85.83K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 19.27M (1.24%) -143.05K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 18.41M (1.18%) 41.58K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 18.32M (1.18%) -921.00
Decreased by -0.01%
Feb 28, 25
8 Fidelity® 500 Index 18.14M (1.17%) 115.46K
Increased by +0.64%
Nov 30, 23
9 JPM US Equity Income-MA 15.63M (1.01%) 15.61M
Increased by +99.91%
Sep 30, 23
10 Vanguard Value Index Inv 13.49M (0.87%) 112.10K
Increased by +0.83%
Feb 28, 25
11 The Financial Select Sector SPDR® ETF 11.70M (0.75%) 13.90K
Increased by +0.12%
Feb 28, 25
12 Vanguard Windsor™ II Inv 11.48M (0.74%) -422.60K
Decreased by -3.68%
Dec 31, 24
13 JPMorgan Equity Income I 10.93M (0.70%) -5.50M
Decreased by -50.35%
May 31, 24
14 Financial Select Sector SPDR® ETF 10.56M (0.68%) -30.00K
Decreased by -0.28%
Apr 30, 24
15 Vanguard Institutional Index I 9.67M (0.62%) -114.60K
Decreased by -1.19%
Feb 28, 25
16 JPM US Equity Income-Composite 8.64M (0.56%) -8.07M
Decreased by -93.42%
Jun 30, 24
17 VanEck Morningstar Wide Moat 8.12M (0.52%) -762.58K
Decreased by -9.39%
Dec 31, 24
18 JPM US Equity-MA 7.90M (0.51%) -1.91M
Decreased by -24.20%
Sep 30, 24
19 VanEck Morningstar Wide Moat ETF 7.80M (0.50%) -14.87K
Decreased by -0.19%
Feb 28, 25
20 Pioneer A 7.77M (0.50%) 196.02K
Increased by +2.52%
Jan 31, 25