Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 13.92%
2 KNAB 10.00%
3 BNKZ 10.00%
4 BNKO 10.00%
5 BNKD 9.82%
6 BNKU 9.82%
7 DUSA 6.38%
8 DFNL 6.00%
9 RDIV 4.87%
10 ROPE 4.69%
11 BOUT 4.50%
12 UTRN 4.04%
13 BAMD 3.90%
14 FTXO 3.84%
15 KBWB 3.78%
16 FDV 3.63%
17 PAYR 3.56%
18 AIVL 3.40%
19 DDIV 3.28%
20 MAVF 2.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 146.38M (9.46%) 1.83M
Increased by +1.25%
Dec 31, 25
2 BlackRock Inc 128.37M (8.29%) -817.74K
Decreased by -0.64%
Mar 31, 26
3 Vanguard Capital Management, LLC 100.88M (6.52%) 100.88M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 69.41M (4.49%) -293.36K
Decreased by -0.42%
Mar 31, 26
5 State Street Corporation 65.75M (4.25%) -345.57K
Decreased by -0.53%
Mar 31, 24
6 JPMorgan Chase & Co 61.68M (3.99%) 13.15M
Increased by +21.32%
Mar 31, 26
7 FMR Inc 57.17M (3.69%) -5.31M
Decreased by -9.29%
Mar 31, 26
8 Charles Schwab Investment Management Inc 49.79M (3.22%) 2.46M
Increased by +4.94%
Dec 31, 24
9 Bank Of Tokyo Mitsubishi Ltd 44.37M (2.87%) 0.00
Increased by 0.00%
Mar 31, 26
10 Geode Capital Management, LLC 38.44M (2.48%) 760.03K
Increased by +1.98%
Mar 31, 26
11 NORGES BANK 35.37M (2.29%) 13.91M
Increased by +39.32%
Dec 31, 25
12 Vanguard Portfolio Management, LLC 29.60M (1.91%) 29.60M
Increased by +100.00%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 29.30M (1.89%) 2.22M
Increased by +7.57%
Mar 31, 26
14 T. Rowe Price Associates, Inc. 24.87M (1.61%) -45.05K
Decreased by -0.18%
Mar 31, 26
15 Viking Global Investors LP 24.09M (1.56%) -10.77M
Decreased by -44.73%
Jun 30, 25
16 Davis Selected Advisers 22.24M (1.44%) 196.20K
Increased by +0.88%
Mar 31, 26
17 Amundi 19.91M (1.29%) 422.05K
Increased by +2.12%
Mar 31, 25
18 Grantham, Mayo, Van Otterloo & Co., LLC 19.11M (1.24%) 712.64K
Increased by +3.73%
Mar 31, 26
19 Aristotle Capital Management LLC 18.75M (1.21%) -916.64K
Decreased by -4.89%
Mar 31, 26
20 Amvescap Plc. 17.21M (1.11%) -381.64K
Decreased by -2.22%
Mar 31, 26

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 49.41M (3.19%) 107.99K
Increased by +0.22%
Apr 30, 26
3 Schwab US Dividend Equity ETF™ 41.02M (2.65%) 34.15K
Increased by +0.08%
Feb 28, 25
4 Vanguard 500 Index Investor 40.31M (2.60%) 723.85K
Increased by +1.80%
Apr 30, 26
5 iShares Core S&P 500 ETF 20.48M (1.32%) 62.58K
Increased by +0.31%
May 29, 26
6 Fidelity 500 Index 19.92M (1.29%) 68.35K
Increased by +0.34%
Apr 30, 26
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 (1.22%) 231.50K
Increased by +1.23%
Aug 31, 25
10 State Street® SPDR® S&P 500® ETF 18.76M (1.21%) 25.31K
Increased by +0.13%
May 29, 26
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 14.40M (0.93%) 41.84K
Increased by +0.29%
Apr 30, 26
15 Vanguard Windsor II Inv 12.77M (0.82%) 0.00
Increased by 0.00%
Mar 31, 26
16 Vanguard Windsor™ II Inv 11.93M (0.77%) 0.00
Increased by 0.00%
Jun 30, 25
17 The Financial Select Sector SPDR® ETF 11.09M (0.72%) -35.20K
Decreased by -0.32%
Aug 31, 25
18 Financial Select Sector SPDR® ETF 10.56M (0.68%) -30.00K
Decreased by -0.28%
Apr 30, 24
19 State Street®FinSelSectSPDR®ETF 10.46M (0.68%) -69.89K
Decreased by -0.67%
May 29, 26
20 Vanguard Institutional Index I 8.61M (0.56%) -151.95K
Decreased by -1.77%
Apr 30, 26