Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 14.35%
2 BNKD 10.00%
3 BNKO 10.00%
4 KNAB 10.00%
5 BNKZ 10.00%
6 BNKU 9.67%
7 RDIV 5.06%
8 DFNL 4.88%
9 KBWB 4.28%
10 FDV 4.11%
11 UTRN 4.04%
12 FTXO 3.97%
13 MAVF 3.75%
14 PAYR 3.64%
15 AGQI 3.21%
16 VNSE 3.16%
17 DIVP 3.11%
18 PJFV 3.10%
19 GRNI 3.02%
20 GRNY 2.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.49M (9.93%) 521.46K
Increased by +1.35%
Jun 30, 25
2 BlackRock Inc 33.50M (8.65%) -85.82K
Decreased by -0.26%
Jun 30, 25
3 State Street Corp 17.16M (4.43%) -219.06K
Decreased by -1.28%
Jun 30, 25
4 State Street Corporation 17.06M (4.40%) -135.57K
Decreased by -0.79%
Mar 31, 24
5 FMR Inc 15.99M (4.13%) 1.11M
Increased by +6.94%
Jun 30, 25
6 Capital Research Global Investors 10.38M (2.68%) -2.03M
Decreased by -19.60%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 10.23M (2.64%) -1.25M
Decreased by -12.20%
Jun 30, 25
8 Wellington Management Company LLP 9.41M (2.43%) -546.62K
Decreased by -5.81%
Jun 30, 24
9 Massachusetts Financial Services Company 8.86M (2.29%) -638.45K
Decreased by -7.20%
Jun 30, 25
10 Geode Capital Management, LLC 8.78M (2.27%) 93.35K
Increased by +1.06%
Jun 30, 25
11 Franklin Resources Inc 8.60M (2.22%) -1.04M
Decreased by -12.05%
Jun 30, 25
12 Bank of America Corp 8.13M (2.10%) -850.04K
Decreased by -10.45%
Jun 30, 25
13 NORGES BANK 7.93M (2.05%) 916.04K
Increased by +11.56%
Jun 30, 25
14 JPMorgan Chase & Co 7.25M (1.87%) -841.26K
Decreased by -11.60%
Jun 30, 25
15 Amvescap Plc. 5.02M (1.30%) 26.80K
Increased by +0.53%
Jun 30, 25
16 Aristotle Capital Management LLC 4.81M (1.24%) -73.06K
Decreased by -1.52%
Jun 30, 25
17 Ameriprise Financial Inc 4.73M (1.22%) -73.64K
Decreased by -1.56%
Jun 30, 25
18 Northern Trust Corp 4.37M (1.13%) -317.69K
Decreased by -7.28%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 4.33M (1.12%) -121.32K
Decreased by -2.80%
Jun 30, 25
20 T. Rowe Price Investment Management,Inc. 4.22M (1.09%) -1.62M
Decreased by -38.35%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.60M (3.25%) 8.59K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.40M (3.20%) -298.42K
Decreased by -2.41%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 11.26M (2.91%) 76.76K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 9.79M (2.53%) -1.43M
Decreased by -14.65%
Jul 31, 25
5 MFS Large Cap Value Equity 5.09M (1.31%) -173.88K
Decreased by -3.42%
Jun 30, 25
6 MFS Value A 5.06M (1.31%) -29.59K
Decreased by -0.58%
Jul 31, 25
7 Fidelity 500 Index 5.01M (1.29%) 2.17K
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 4.93M (1.27%) -85.23K
Decreased by -1.73%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 4.79M (1.24%) -25.16K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 4.77M (1.23%) 58.70K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 4.76M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 4.71M (1.22%) 10.62K
Increased by +0.23%
Apr 30, 24
13 American Funds American Mutual A 4.68M (1.21%) -587.68K
Decreased by -12.56%
Jun 30, 25
14 Capital Group American Mutual Comp 4.68M (1.21%) -587.68K
Decreased by -12.56%
Jun 30, 25
15 American Funds Invmt Co of Amer A 4.64M (1.20%) -1.26M
Decreased by -27.08%
Dec 31, 24
16 Capital Group Investment Co of Amer Comp 4.64M (1.20%) -1.26M
Decreased by -27.08%
Dec 31, 24
17 Fidelity® 500 Index 4.64M (1.20%) 29.54K
Increased by +0.64%
Nov 30, 23
18 JPM US Equity Income-MA 4.51M (1.17%) 4.51M
Increased by +99.91%
Sep 30, 23
19 Performer (AFRIS) 3.69M (0.95%) 3.69M
Increased by +100.00%
Feb 29, 24
20 Vanguard Value Index Inv 3.51M (0.90%) -3.38K
Decreased by -0.10%
Jul 31, 25