Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 13.51%
2 BNKU 10.01%
3 BNKO 10.00%
4 BNKZ 10.00%
5 BNKD 10.00%
6 KNAB 10.00%
7 DUSA 6.21%
8 DFNL 5.10%
9 ROPE 4.96%
10 RDIV 4.85%
11 UTRN 4.04%
12 KBWB 3.90%
13 FTXO 3.89%
14 BAMD 3.43%
15 AIVL 3.17%
16 FDV 2.79%
17 FAZZ 2.75%
18 XVOL 2.66%
19 SIXA 2.65%
20 SIXH 2.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 143.27M (9.23%) 2.04M
Increased by +1.42%
Jun 30, 25
2 BlackRock Inc 132.11M (8.51%) 7.87M
Increased by +5.96%
Jun 30, 25
3 FMR Inc 70.92M (4.57%) 3.44M
Increased by +4.85%
Jun 30, 25
4 State Street Corp 68.53M (4.42%) -645.01K
Decreased by -0.94%
Jun 30, 25
5 State Street Corporation 65.75M (4.24%) -345.57K
Decreased by -0.53%
Mar 31, 24
6 Charles Schwab Investment Management Inc 49.79M (3.21%) 2.46M
Increased by +4.94%
Dec 31, 24
7 Bank Of Tokyo Mitsubishi Ltd 44.37M (2.86%) 0.00
Increased by 0.00%
Jun 30, 25
8 JPMorgan Chase & Co 41.26M (2.66%) 7.46M
Increased by +18.09%
Jun 30, 25
9 Geode Capital Management, LLC 36.63M (2.36%) 456.89K
Increased by +1.25%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 28.76M (1.85%) 1.44M
Increased by +5.02%
Jun 30, 25
11 Viking Global Investors LP 24.09M (1.55%) -10.77M
Decreased by -44.73%
Jun 30, 25
12 Aristotle Capital Management LLC 21.82M (1.41%) -427.55K
Decreased by -1.96%
Jun 30, 25
13 NORGES BANK 21.46M (1.38%) 5.21M
Increased by +24.27%
Jun 30, 25
14 Amundi 19.91M (1.28%) 422.05K
Increased by +2.12%
Mar 31, 25
15 Davis Selected Advisers 19.33M (1.25%) 4.44M
Increased by +22.98%
Jun 30, 25
16 Royal Bank of Canada 18.51M (1.19%) 965.59K
Increased by +5.22%
Jun 30, 25
17 T. Rowe Price Associates, Inc. 16.84M (1.09%) 3.52M
Increased by +20.89%
Jun 30, 25
18 Grantham, Mayo, Van Otterloo & Co., LLC 16.57M (1.07%) 585.97K
Increased by +3.54%
Jun 30, 25
19 Northern Trust Corp 16.27M (1.05%) -377.61K
Decreased by -2.32%
Jun 30, 25
20 Amvescap Plc. 15.61M (1.01%) -914.51K
Decreased by -5.86%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 49.43M (3.19%) 33.71K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 48.90M (3.15%) -1.17M
Decreased by -2.39%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 44.37M (2.86%) 308.54K
Increased by +0.70%
May 31, 25
4 Schwab US Dividend Equity ETF™ 41.02M (2.64%) 34.15K
Increased by +0.08%
Feb 28, 25
5 Vanguard 500 Index Investor 38.56M (2.49%) -5.65M
Decreased by -14.65%
Jul 31, 25
6 Fidelity 500 Index 19.75M (1.27%) 8.48K
Increased by +0.04%
Jul 31, 25
7 SPDR® S&P 500 ETF 19.39M (1.25%) -284.27K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 18.88M (1.22%) -99.04K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 18.84M (1.21%) 231.50K
Increased by +1.23%
Aug 31, 25
10 iShares Core S&P 500 ETF 18.75M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
11 SPDR® S&P 500 ETF Trust 18.41M (1.19%) 41.58K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 18.14M (1.17%) 115.46K
Increased by +0.64%
Nov 30, 23
13 JPM US Equity Income-MA 15.63M (1.01%) 15.61M
Increased by +99.91%
Sep 30, 23
14 Vanguard Value Index Inv 13.81M (0.89%) -14.29K
Decreased by -0.10%
Jul 31, 25
15 Vanguard Windsor™ II Inv 11.93M (0.77%) 0.00
Increased by 0.00%
Jun 30, 25
16 The Financial Select Sector SPDR® ETF 11.09M (0.72%) -35.20K
Decreased by -0.32%
Aug 31, 25
17 JPMorgan Equity Income I 10.93M (0.70%) -5.50M
Decreased by -50.35%
May 31, 24
18 Financial Select Sector SPDR® ETF 10.56M (0.68%) -30.00K
Decreased by -0.28%
Apr 30, 24
19 Strategic Advisers Fidelity US TtlStk 9.67M (0.62%) 288.04K
Increased by +2.98%
Jul 31, 25
20 Vanguard Institutional Index I 9.42M (0.61%) -102.28K
Decreased by -1.09%
Jul 31, 25