Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 10.55%
2 BNKU 10.00%
3 KNAB 10.00%
4 BNKD 10.00%
5 BNKZ 10.00%
6 BNKO 10.00%
7 FTXO 7.53%
8 DDIV 4.94%
9 RDIV 4.26%
10 TBG 4.02%
11 UTRN 3.96%
12 DIVE 3.81%
13 KBWB 3.77%
14 BAMD 3.42%
15 FLV 3.26%
16 MFVL 3.25%
17 PAYR 3.11%
18 DIVP 3.04%
19 DVLU 2.96%
20 PJFV 2.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 119.74M (9.61%) 701.05K
Increased by +0.59%
Dec 31, 25
2 Capital Research & Mgmt Co - Division 3 108.36M (8.70%) 715.43K
Increased by +0.66%
Dec 31, 25
3 BlackRock Inc 102.35M (8.21%) -4.44M
Decreased by -4.33%
Sep 30, 25
4 State Street Corp 59.61M (4.78%) -477.01K
Decreased by -0.80%
Sep 30, 25
5 State Street Corporation 59.29M (4.76%) -3.07M
Decreased by -5.18%
Mar 31, 24
6 Bank of America Corp 37.89M (3.04%) -826.31K
Decreased by -2.18%
Sep 30, 25
7 Victory Capital Management Inc. 31.96M (2.57%) 2.23M
Increased by +6.96%
Dec 31, 25
8 Geode Capital Management, LLC 28.93M (2.32%) -21.34K
Decreased by -0.07%
Dec 31, 25
9 JPMorgan Chase & Co 28.90M (2.32%) 13.83M
Increased by +47.86%
Sep 30, 25
10 Dodge & Cox 25.75M (2.07%) -25.92M
Decreased by -100.64%
Sep 30, 24
11 Amundi 24.77M (1.99%) 1.09M
Increased by +4.40%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 20.33M (1.63%) 192.65K
Increased by +0.95%
Sep 30, 25
13 FMR Inc 20.16M (1.62%) 8.48M
Increased by +42.04%
Dec 31, 25
14 Charles Schwab Investment Management Inc 17.58M (1.41%) -10.54K
Decreased by -0.06%
Dec 31, 25
15 Massachusetts Financial Services Company 14.69M (1.18%) -611.25K
Decreased by -4.16%
Sep 30, 23
16 Amvescap Plc. 13.82M (1.11%) -175.28K
Decreased by -1.27%
Sep 30, 25
17 Northern Trust Corp 13.56M (1.09%) -169.26K
Decreased by -1.25%
Sep 30, 25
18 Diamond Hill Capital Management Inc 12.86M (1.03%) -2.27M
Decreased by -17.63%
Sep 30, 23
19 Royal Bank of Canada 12.50M (1.00%) -17.30M
Decreased by -138.35%
Sep 30, 25
20 Wellington Management Company LLP 11.89M (0.95%) 1.50M
Increased by +12.62%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 42.48M (3.41%) 149.23K
Increased by +0.35%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 40.38M (3.24%) 223.99K
Increased by +0.55%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 37.43M (3.00%) 260.98K
Increased by +0.70%
May 31, 25
4 2ndVote Advisers SDI Index 33.33M (2.68%) 0.00
Increased by 0.00%
Mar 31, 23
5 Vanguard 500 Index Investor 32.91M (2.64%) 312.96K
Increased by +0.95%
Feb 28, 26
6 American Funds Washington Mutual A 30.27M (2.43%) 0.00
Increased by 0.00%
Dec 31, 25
7 Capital Group Wash Mutual Invtrs Comp 30.27M (2.43%) 0.00
Increased by 0.00%
Dec 31, 25
8 American Funds American Mutual A 20.52M (1.65%) 0.00
Increased by 0.00%
Dec 31, 25
9 Capital Group American Mutual Comp 20.52M (1.65%) 0.00
Increased by 0.00%
Dec 31, 25
10 Dodge & Cox Stock I 17.69M (1.42%) -16.54M
Decreased by -93.53%
Sep 30, 24
11 SPDR® S&P 500 ETF 16.37M (1.31%) -395.35K
Decreased by -2.42%
Mar 31, 25
12 iShares Core S&P 500 ETF 16.31M (1.31%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 16.25M (1.30%) 75.30K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF Trust 16.05M (1.29%) -125.14K
Decreased by -0.78%
Mar 31, 24
15 SPDR® S&P 500® ETF Trust 15.93M (1.28%) -83.48K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 15.79M (1.27%) 194.56K
Increased by +1.23%
Aug 31, 25
17 Fidelity® 500 Index 15.52M (1.25%) 98.78K
Increased by +0.64%
Nov 30, 23
18 State Street® SPDR® S&P 500® ETF 15.07M (1.21%) -113.98K
Decreased by -0.76%
Feb 28, 26
19 American Funds Invmt Co of Amer A 14.35M (1.15%) 0.00
Increased by 0.00%
Dec 31, 25
20 Capital Group Investment Co of Amer Comp 14.35M (1.15%) 0.00
Increased by 0.00%
Dec 31, 25