Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 13.29%
2 BNKO 10.00%
3 BNKZ 10.00%
4 BNKU 10.00%
5 KNAB 10.00%
6 BNKD 10.00%
7 FTXO 7.15%
8 RDIV 5.12%
9 UTRN 4.10%
10 KBWB 3.70%
11 SCHD 2.86%
12 FAZZ 2.75%
13 LVHD 2.55%
14 FOVL 2.50%
15 DIVL 2.47%
16 LBAY 2.45%
17 FDV 2.36%
18 QLTY 2.26%
19 UDI 2.18%
20 FDL 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 137.76M (8.86%) 2.17M
Increased by +1.58%
Sep 30, 24
2 BlackRock Inc 113.32M (7.29%) 2.78M
Increased by +2.45%
Sep 30, 24
3 State Street Corp 67.28M (4.33%) 819.80K
Increased by +1.22%
Sep 30, 24
4 State Street Corporation 65.75M (4.23%) -345.57K
Decreased by -0.53%
Mar 31, 24
5 FMR Inc 63.91M (4.11%) 15.75M
Increased by +24.64%
Sep 30, 24
6 Charles Schwab Investment Management Inc 47.33M (3.04%) 1.80M
Increased by +3.80%
Sep 30, 24
7 Bank Of Tokyo Mitsubishi Ltd 44.37M (2.85%) -21.54M
Decreased by -48.54%
Sep 30, 24
8 JPMorgan Chase & Co 39.82M (2.56%) -12.73M
Decreased by -31.98%
Sep 30, 24
9 Viking Global Investors LP 33.62M (2.16%) 8.21M
Increased by +24.43%
Sep 30, 24
10 Geode Capital Management, LLC 33.09M (2.13%) 599.85K
Increased by +1.81%
Sep 30, 24
11 Aristotle Capital Management LLC 23.18M (1.49%) -434.82K
Decreased by -1.88%
Sep 30, 24
12 Goldman Sachs Group Inc 18.22M (1.17%) 10.18M
Increased by +55.86%
Dec 31, 23
13 Amundi 18.14M (1.17%) 2.51M
Increased by +13.84%
Sep 30, 24
14 Bank of New York Mellon Corp 18.01M (1.16%) 4.69M
Increased by +26.07%
Sep 30, 24
15 Bank of America Corp 17.86M (1.15%) -2.68M
Decreased by -14.99%
Sep 30, 24
16 Royal Bank of Canada 17.73M (1.14%) -110.32K
Decreased by -0.62%
Sep 30, 24
17 T. Rowe Price Associates, Inc. 17.14M (1.10%) 1.71M
Increased by +9.99%
Sep 30, 24
18 Northern Trust Corp 15.38M (0.99%) -1.14M
Decreased by -7.40%
Sep 30, 24
19 NORGES BANK 15.13M (0.97%) -3.98M
Decreased by -26.32%
Jun 30, 24
20 Morgan Stanley - Brokerage Accounts 15.10M (0.97%) -16.42M
Decreased by -108.79%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 49.08M (3.16%) -197.24K
Decreased by -0.40%
Nov 30, 24
2 Vanguard Institutional 500 Index Trust 41.96M (2.70%) 593.88K
Increased by +1.42%
Nov 30, 24
3 Schwab US Dividend Equity ETF™ 39.66M (2.55%) 42.18K
Increased by +0.11%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 19.62M (1.26%) 226.50K
Increased by +1.15%
Dec 31, 24
5 Fidelity 500 Index 19.28M (1.24%) 131.06K
Increased by +0.68%
Nov 30, 24
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%) 12.88K
Increased by +0.07%
Dec 31, 24
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 (1.00%) 15.61M
Increased by +99.91%
Sep 30, 23
10 Vanguard Value Index Inv 13.36M (0.86%) 116.55K
Increased by +0.87%
Nov 30, 24
11 Vanguard Windsor™ II Inv 11.90M (0.77%) -1.24M
Decreased by -10.46%
Sep 30, 24
12 The Financial Select Sector SPDR® ETF 11.03M (0.71%) -40.03K
Decreased by -0.36%
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 9.88M (0.64%) -40.31K
Decreased by -0.41%
Nov 30, 24
16 VanEck Morningstar Wide Moat 8.89M (0.57%) 272.47K
Increased by +3.07%
Sep 30, 24
17 JPM US Equity Income-Composite 8.64M (0.56%) -8.07M
Decreased by -93.42%
Jun 30, 24
18 VanEck Morningstar Wide Moat ETF 8.12M (0.52%) 0.00
Increased by 0.00%
Dec 31, 24
19 JPM US Equity-MA 7.90M (0.51%) -1.91M
Decreased by -24.20%
Sep 30, 24
20 Pioneer A 7.57M (0.49%) -163.27K
Decreased by -2.16%
Nov 30, 24