Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCDF 5.43%
2 BCUS 4.14%
3 IAI 4.09%
4 UTRN 3.98%
5 NEWZ 3.57%
6 AIVL 3.12%
7 OCFS 3.10%
8 VNMC 3.04%
9 GVLE 2.53%
10 STNC 2.10%
11 FRIZ 1.95%
12 VSDA 1.91%
13 SRHQ 1.84%
14 MFSV 1.77%
15 AOTG 1.73%
16 KCE 1.60%
17 BLCN 1.55%
18 PWB 1.41%
19 HAPY 1.36%
20 EUSM 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Investors Finance Co PLC 58.18M (11.43%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 55.80M (10.97%) 2.82M
Increased by +5.05%
Jun 30, 25
3 Thoma Bravo LP 42.80M (8.41%) 0.00
Increased by 0.00%
Mar 31, 25
4 Wellington Management Company LLP 41.24M (8.10%) 8.51M
Increased by +20.63%
Jun 30, 25
5 BlackRock Inc 37.08M (7.29%) 866.60K
Increased by +2.34%
Jun 30, 25
6 Massachusetts Financial Services Company 27.27M (5.36%) 6.84M
Increased by +25.08%
Jun 30, 25
7 State Street Corp 18.21M (3.58%) -116.04K
Decreased by -0.64%
Jun 30, 25
8 State Street Corporation 15.72M (3.09%) 1.19M
Increased by +7.54%
Mar 31, 24
9 Geode Capital Management, LLC 11.46M (2.25%) 89.39K
Increased by +0.78%
Jun 30, 25
10 Franklin Resources Inc 10.74M (2.11%) -574.26K
Decreased by -5.35%
Jun 30, 25
11 Harris Associates L.P. 7.77M (1.53%) -921.74K
Decreased by -11.86%
Jun 30, 25
12 Jane Street Group LLC 7.21M (1.42%) 7.21M
Increased by +100.00%
Jun 30, 25
13 Bank of America Corp 7.07M (1.39%) -121.68K
Decreased by -1.72%
Jun 30, 25
14 Capital World Investors 6.78M (1.33%) 581.93K
Increased by +8.59%
Mar 31, 25
15 Manufacturers Life Insurance Co 6.11M (1.20%) -505.39K
Decreased by -8.28%
Jun 30, 25
16 Ameriprise Financial Inc 5.90M (1.16%) -18.46K
Decreased by -0.31%
Jun 30, 25
17 Goldman Sachs Group Inc 5.67M (1.11%) 287.29K
Increased by +5.07%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 5.40M (1.06%) -252.04K
Decreased by -4.67%
Jun 30, 25
19 Millennium Management LLC 5.32M (1.05%) -604.12K
Decreased by -11.35%
Mar 31, 24
20 UBS Asset Mgmt Americas Inc 4.59M (0.90%) 607.11K
Increased by +13.23%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers SDI Index 55.43M (10.89%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Wellington™ Inv 16.47M (3.24%) 3.58M
Increased by +21.72%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 15.34M (3.01%) -366.99K
Decreased by -2.39%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 14.57M (2.86%) 10.66K
Increased by +0.07%
Sep 30, 24
5 MFS Large Cap Value Equity 12.34M (2.43%) -421.42K
Decreased by -3.42%
Jun 30, 25
6 Vanguard Institutional 500 Index Trust 11.77M (2.31%) 80.57K
Increased by +0.68%
May 31, 25
7 MFS Value A 11.77M (2.31%) -573.12K
Decreased by -4.87%
Jul 31, 25
8 Vanguard Mid Cap Index Institutional 10.89M (2.14%) 117.30K
Increased by +1.08%
Jul 31, 25
9 Vanguard 500 Index Investor 10.24M (2.01%) -1.50M
Decreased by -14.65%
Jul 31, 25
10 Franklin Rising Dividends A 6.52M (1.28%) 0.00
Increased by 0.00%
Jul 31, 25
11 Franklin Rising Dividends Fund A 6.52M (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Equity-Income Inv 6.00M (1.18%) -235.93K
Decreased by -3.93%
Jun 30, 25
13 Fidelity 500 Index 5.24M (1.03%) 2.25K
Increased by +0.04%
Jul 31, 25
14 SPDR® S&P 500 ETF 5.15M (1.01%) -75.33K
Decreased by -1.46%
Mar 31, 25
15 Oakmark Investor 5.10M (1.00%) -811.00K
Decreased by -15.89%
Jun 30, 25
16 SPDR® S&P 500® ETF Trust 5.01M (0.99%) -26.24K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 5.00M (0.98%) 61.48K
Increased by +1.23%
Aug 31, 25
18 iShares Core S&P 500 ETF 4.97M (0.98%) 0.00
Increased by 0.00%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 4.59M (0.90%) -35.71K
Decreased by -0.78%
Mar 31, 24
20 American Funds Washington Mutual A 4.54M (0.89%) 523.26K
Increased by +11.51%
Mar 31, 25