Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 13.65%
2 BNKD 10.00%
3 KNAB 10.00%
4 BNKZ 10.00%
5 BNKO 10.00%
6 BNKU 9.90%
7 FTXO 7.94%
8 RDIV 5.34%
9 UTRN 4.04%
10 KBWB 3.94%
11 AIVL 3.30%
12 SIXH 2.86%
13 SIXA 2.83%
14 FAZZ 2.75%
15 SCHD 2.54%
16 FOVL 2.45%
17 FDL 2.34%
18 LVHD 2.26%
19 LBAY 2.20%
20 DIVL 2.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 141.23M (9.09%) 2.39M
Increased by +1.69%
Mar 31, 25
2 BlackRock Inc 124.24M (8.00%) 750.34K
Increased by +0.60%
Mar 31, 25
3 State Street Corp 69.18M (4.45%) 513.21K
Increased by +0.74%
Mar 31, 25
4 FMR Inc 67.48M (4.34%) 355.56K
Increased by +0.53%
Mar 31, 25
5 State Street Corporation 65.75M (4.23%) -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%
Mar 31, 25
8 Geode Capital Management, LLC 36.18M (2.33%) 2.24M
Increased by +6.19%
Mar 31, 25
9 Viking Global Investors LP 34.86M (2.24%) 10.42M
Increased by +29.88%
Mar 31, 25
10 JPMorgan Chase & Co 33.80M (2.18%) -7.12M
Decreased by -21.05%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 27.31M (1.76%) 1.07M
Increased by +3.94%
Mar 31, 25
12 Aristotle Capital Management LLC 22.25M (1.43%) -607.75K
Decreased by -2.73%
Mar 31, 25
13 Amundi 19.91M (1.28%) 422.05K
Increased by +2.12%
Mar 31, 25
14 Goldman Sachs Group Inc 18.22M (1.17%) 10.18M
Increased by +55.86%
Dec 31, 23
15 Bank of New York Mellon Corp 17.81M (1.15%) -196.00K
Decreased by -1.10%
Dec 31, 24
16 Royal Bank of Canada 17.55M (1.13%) -469.35K
Decreased by -2.67%
Mar 31, 25
17 Northern Trust Corp 17.05M (1.10%) 1.67M
Increased by +9.80%
Dec 31, 24
18 Amvescap Plc. 16.79M (1.08%) 5.45M
Increased by +32.46%
Dec 31, 24
19 NORGES BANK 16.26M (1.05%) 1.12M
Increased by +6.90%
Dec 31, 24
20 Grantham, Mayo, Van Otterloo & Co., LLC 15.98M (1.03%) 3.05M
Increased by +19.07%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 50.04M (3.22%) 807.50K
Increased by +1.61%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 49.43M (3.18%) 33.71K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 44.06M (2.84%) 703.23K
Increased by +1.60%
Apr 30, 25
4 Schwab US Dividend Equity ETF™ 41.02M (2.64%) 34.15K
Increased by +0.08%
Feb 28, 25
5 Fidelity 500 Index 19.57M (1.26%) 33.35K
Increased by +0.17%
Mar 31, 25
6 SPDR® S&P 500 ETF 19.39M (1.25%) -284.27K
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 18.88M (1.22%) -99.04K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 18.78M (1.21%) -112.79K
Decreased by -0.60%
Apr 30, 25
9 iShares Core S&P 500 ETF 18.48M (1.19%) -19.30K
Decreased by -0.10%
Apr 30, 25
10 SPDR® S&P 500 ETF Trust 18.41M (1.19%) 41.58K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 18.14M (1.17%) 115.46K
Increased by +0.64%
Nov 30, 23
12 JPM US Equity Income-MA 15.63M (1.01%) 15.61M
Increased by +99.91%
Sep 30, 23
13 Vanguard Value Index Inv 13.68M (0.88%) -9.28K
Decreased by -0.07%
Apr 30, 25
14 Vanguard Windsor™ II Inv 11.93M (0.77%) 446.10K
Increased by +3.74%
Mar 31, 25
15 The Financial Select Sector SPDR® ETF 11.20M (0.72%) -83.55K
Decreased by -0.75%
Apr 30, 25
16 JPMorgan Equity Income I 10.93M (0.70%) -5.50M
Decreased by -50.35%
May 31, 24
17 Financial Select Sector SPDR® ETF 10.56M (0.68%) -30.00K
Decreased by -0.28%
Apr 30, 24
18 Vanguard Institutional Index I 9.58M (0.62%) -23.79K
Decreased by -0.25%
Apr 30, 25
19 JPM US Equity Income-Composite 8.64M (0.56%) -8.07M
Decreased by -93.42%
Jun 30, 24
20 State St S&P 500® Indx SL Cl III 8.15M (0.52%) 100.67K
Increased by +1.24%
Apr 30, 25