Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 10.93%
2 BNKZ 10.00%
3 KNAB 10.00%
4 BNKO 10.00%
5 BNKU 9.86%
6 BNKD 9.86%
7 SGRT 7.20%
8 BIDS 5.83%
9 TXS 4.84%
10 GCIG 4.78%
11 YALL 4.54%
12 BCFN 4.51%
13 BPAY 4.46%
14 STRN 4.18%
15 TFNS 4.08%
16 UTRN 4.06%
17 PRVS 4.00%
18 EQTY 3.95%
19 RONB 3.81%
20 RSMV 3.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 The Toronto-Dominion Bank 185.49M (11.26%) 68.10K
Increased by +0.04%
Dec 31, 24
2 Vanguard Group Inc 150.53M (9.13%) -1.06M
Decreased by -0.70%
Dec 31, 25
3 BlackRock Inc 132.28M (8.03%) 4.07M
Increased by +3.08%
Sep 30, 25
4 JPMorgan Chase & Co 121.18M (7.35%) 50.57M
Increased by +41.73%
Sep 30, 25
5 Dodge & Cox 76.51M (4.64%) -6.53M
Decreased by -8.53%
Dec 31, 25
6 State Street Corp 73.16M (4.44%) 691.67K
Increased by +0.95%
Sep 30, 25
7 State Street Corporation 61.54M (3.73%) 178.94K
Increased by +0.29%
Mar 31, 24
8 T. Rowe Price Associates, Inc. 57.44M (3.49%) -17.39M
Decreased by -30.27%
Sep 30, 25
9 Geode Capital Management, LLC 37.67M (2.29%) 98.24K
Increased by +0.26%
Dec 31, 25
10 FMR Inc 33.83M (2.05%) 2.31M
Increased by +6.82%
Dec 31, 25
11 Franklin Resources Inc 30.11M (1.83%) 70.41K
Increased by +0.23%
Sep 30, 25
12 Morgan Stanley - Brokerage Accounts 24.73M (1.50%) 637.35K
Increased by +2.58%
Sep 30, 25
13 PRIMECAP Management Company 23.28M (1.41%) 2.07M
Increased by +8.88%
Dec 31, 25
14 Harris Associates L.P. 22.03M (1.34%) 795.88K
Increased by +3.61%
Dec 31, 25
15 Fisher Asset Management, LLC 21.82M (1.32%) 171.93K
Increased by +0.79%
Dec 31, 25
16 Citadel Advisors Llc 20.50M (1.24%) 18.41M
Increased by +89.79%
Mar 31, 25
17 NORGES BANK 19.96M (1.21%) -753.19K
Decreased by -3.77%
Dec 31, 25
18 Goldman Sachs Group Inc 18.12M (1.10%) 9.64M
Increased by +53.18%
Dec 31, 23
19 Artisan Partners Limited Partnership 17.21M (1.04%) -519.33K
Decreased by -3.02%
Dec 31, 25
20 Northern Trust Corp 17.00M (1.03%) -106.05K
Decreased by -0.62%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 191.27M (11.61%) 0.00
Increased by 0.00%
Mar 31, 23
2 Performer (AFRIS) 142.69M (8.66%) 142.69M
Increased by +100.00%
Feb 29, 24
3 2ndVote Advisers SDI Index 129.01M (7.83%) 0.00
Increased by 0.00%
Mar 31, 23
4 Vanguard Total Stock Mkt Idx Inv 53.39M (3.24%) 220.70K
Increased by +0.41%
Feb 28, 26
5 Dodge & Cox Stock I 52.23M (3.17%) -5.09M
Decreased by -9.74%
Dec 31, 25
6 Vanguard US Total Market Shares ETF 47.92M (2.91%) 49.10K
Increased by +0.10%
Sep 30, 24
7 Vanguard 500 Index Investor 42.96M (2.61%) 408.62K
Increased by +0.95%
Feb 28, 26
8 iShares Core S&P 500 ETF 21.29M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
9 Fidelity 500 Index 21.22M (1.29%) 98.37K
Increased by +0.46%
Jan 31, 26
10 SPDR® S&P 500 ETF 20.68M (1.25%) -840.61K
Decreased by -4.07%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 20.64M (1.25%) -108.11K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 20.64M (1.25%) 253.76K
Increased by +1.23%
Aug 31, 25
13 State Street® SPDR® S&P 500® ETF 19.64M (1.19%) -148.87K
Decreased by -0.76%
Feb 28, 26
14 SPDR® S&P 500 ETF Trust 17.60M (1.07%) 39.78K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 17.33M (1.05%) 110.27K
Increased by +0.64%
Nov 30, 23
16 Vanguard Value Index Inv 15.73M (0.95%) 199.15K
Increased by +1.27%
Feb 28, 26
17 Vanguard PRIMECAP Inv 15.25M (0.93%) 1.65M
Increased by +10.85%
Dec 31, 25
18 The Financial Select Sector SPDR® ETF 12.16M (0.74%) -38.59K
Decreased by -0.32%
Aug 31, 25
19 State Street®FinSelSectSPDR®ETF 11.17M (0.68%) -84.10K
Decreased by -0.75%
Feb 28, 26
20 AF High Growth (AFRIS) 10.85M (0.66%) 10.85M
Increased by +100.00%
Feb 29, 24