Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 13.52%
2 BNKO 10.00%
3 KNAB 10.00%
4 BNKD 10.00%
5 BNKZ 10.00%
6 BNKU 10.00%
7 FTXO 7.42%
8 RDIV 5.13%
9 UTRN 4.10%
10 KBWB 3.69%
11 SCHD 3.03%
12 FAZZ 2.75%
13 FOVL 2.62%
14 LVHD 2.59%
15 DIVL 2.54%
16 FDL 2.44%
17 FDV 2.42%
18 QLTY 2.31%
19 UDI 2.23%
20 VTRN 2.02%

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 110.54M (7.11%) -364.87K
Decreased by -0.33%
Jun 30, 24
3 State Street Corp 66.46M (4.27%) 708.33K
Increased by +1.07%
Jun 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 JPMorgan Chase & Co 52.56M (3.38%) -17.03M
Decreased by -32.40%
Jun 30, 24
7 Charles Schwab Investment Management Inc 47.33M (3.04%) 1.80M
Increased by +3.80%
Sep 30, 24
8 Bank Of Tokyo Mitsubishi Ltd 44.37M (2.85%) -21.54M
Decreased by -48.54%
Sep 30, 24
9 Geode Capital Management, LLC 32.49M (2.09%) 842.55K
Increased by +2.59%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 31.52M (2.03%) -283.45K
Decreased by -0.90%
Jun 30, 24
11 Viking Global Investors LP 25.40M (1.63%) 2.78M
Increased by +10.94%
Jun 30, 24
12 Aristotle Capital Management LLC 23.62M (1.52%) -444.74K
Decreased by -1.88%
Jun 30, 24
13 Bank of America Corp 20.54M (1.32%) -6.27M
Decreased by -30.53%
Jun 30, 24
14 Goldman Sachs Group Inc 18.22M (1.17%) 10.18M
Increased by +55.86%
Dec 31, 23
15 Royal Bank of Canada 17.84M (1.15%) -2.42M
Decreased by -13.56%
Jun 30, 24
16 Amundi 15.63M (1.01%) 3.04M
Increased by +19.45%
Jun 30, 24
17 T. Rowe Price Associates, Inc. 15.43M (0.99%) -1.11M
Decreased by -7.20%
Jun 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 Davis Selected Advisers 14.39M (0.93%) 164.55K
Increased by +1.14%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 49.27M (3.17%) -161.16K
Decreased by -0.33%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 41.36M (2.66%) 489.70K
Increased by +1.18%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 38.53M (2.48%) 34.28K
Increased by +0.09%
Oct 31, 24
4 Fidelity 500 Index 19.18M (1.23%) -41.75K
Decreased by -0.22%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 19.02M (1.22%) 99.26K
Increased by +0.52%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 18.41M (1.18%) 41.58K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 18.14M (1.17%) 115.46K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 17.37M (1.12%) 26.74K
Increased by +0.15%
Oct 31, 24
9 JPM US Equity Income-MA 15.63M (1.00%) 15.61M
Increased by +99.91%
Sep 30, 23
10 Vanguard Value Index Inv 13.24M (0.85%) 45.54K
Increased by +0.34%
Oct 31, 24
11 Vanguard Windsor™ II Inv 11.90M (0.77%) -1.24M
Decreased by -10.46%
Sep 30, 24
12 JPMorgan Equity Income I 10.93M (0.70%) -5.50M
Decreased by -50.35%
May 31, 24
13 The Financial Select Sector SPDR® ETF 10.70M (0.69%) -54.32K
Decreased by -0.51%
Oct 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 9.92M (0.64%) -6.35K
Decreased by -0.06%
Oct 31, 24
16 VanEck Morningstar Wide Moat 8.89M (0.57%) 272.47K
Increased by +3.07%
Sep 30, 24
17 VanEck Morningstar Wide Moat ETF 8.81M (0.57%) -29.37K
Decreased by -0.33%
Oct 31, 24
18 JPM US Equity Income-Composite 8.64M (0.56%) -8.07M
Decreased by -93.42%
Jun 30, 24
19 JPM US Equity-MA 7.90M (0.51%) -1.91M
Decreased by -24.20%
Sep 30, 24
20 JPMorgan US Equity L 7.90M (0.51%) -1.79M
Decreased by -22.66%
Sep 30, 24