Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 13.87%
2 BNKD 10.00%
3 BNKO 10.00%
4 KNAB 10.00%
5 BNKU 10.00%
6 BNKZ 10.00%
7 FTXO 7.53%
8 RDIV 5.35%
9 UTRN 4.10%
10 KBWB 3.77%
11 SCHD 3.15%
12 FAZZ 2.75%
13 LVHD 2.67%
14 DIVL 2.64%
15 FOVL 2.64%
16 LBAY 2.55%
17 FDV 2.47%
18 QLTY 2.45%
19 FDL 2.45%
20 UDI 2.25%

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 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 49.27M (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™ 39.64M (2.55%) 85.90K
Increased by +0.22%
Nov 30, 24
4 SPDR® S&P 500® ETF Trust 19.24M (1.24%) 113.96K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 19.15M (1.23%) -31.48K
Decreased by -0.16%
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 17.64M (1.13%) 0.00
Increased by 0.00%
Nov 30, 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 The Financial Select Sector SPDR® ETF 11.63M (0.75%) 51.23K
Increased by +0.44%
Nov 30, 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 9.92M (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 8.82M (0.57%) 0.00
Increased by 0.00%
Nov 30, 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 Pioneer A 7.74M (0.50%) 263.51K
Increased by +3.41%
Oct 31, 24