Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCDF 5.74%
2 IAI 4.38%
3 BCUS 4.14%
4 UTRN 3.98%
5 PFI 3.96%
6 NEWZ 3.33%
7 OCFS 3.10%
8 AIVL 3.05%
9 VNMC 3.04%
10 GVLE 2.24%
11 FRIZ 2.11%
12 STNC 2.10%
13 SRHQ 1.94%
14 AOTG 1.91%
15 VSDA 1.91%
16 MFSV 1.84%
17 BLCN 1.74%
18 KCE 1.66%
19 NDVG 1.56%
20 PWB 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Investors Finance Co PLC 58.18M (2.28%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 55.80M (2.19%) 2.82M
Increased by +5.05%
Jun 30, 25
3 Thoma Bravo LP 42.80M (1.68%) 0.00
Increased by 0.00%
Mar 31, 25
4 Wellington Management Company LLP 41.24M (1.62%) 8.51M
Increased by +20.63%
Jun 30, 25
5 BlackRock Inc 37.08M (1.45%) 866.60K
Increased by +2.34%
Jun 30, 25
6 Massachusetts Financial Services Company 27.27M (1.07%) 6.84M
Increased by +25.08%
Jun 30, 25
7 State Street Corp 18.21M (0.71%) -116.04K
Decreased by -0.64%
Jun 30, 25
8 State Street Corporation 15.72M (0.62%) 1.19M
Increased by +7.54%
Mar 31, 24
9 Geode Capital Management, LLC 11.46M (0.45%) 89.39K
Increased by +0.78%
Jun 30, 25
10 Franklin Resources Inc 10.74M (0.42%) -574.26K
Decreased by -5.35%
Jun 30, 25
11 Harris Associates L.P. 7.77M (0.30%) -921.74K
Decreased by -11.86%
Jun 30, 25
12 Jane Street Group LLC 7.21M (0.28%) 7.21M
Increased by +100.00%
Jun 30, 25
13 Bank of America Corp 7.07M (0.28%) -121.68K
Decreased by -1.72%
Jun 30, 25
14 Capital World Investors 6.78M (0.27%) 581.93K
Increased by +8.59%
Mar 31, 25
15 Manufacturers Life Insurance Co 6.11M (0.24%) -505.39K
Decreased by -8.28%
Jun 30, 25
16 Ameriprise Financial Inc 5.90M (0.23%) -18.46K
Decreased by -0.31%
Jun 30, 25
17 Goldman Sachs Group Inc 5.67M (0.22%) 287.29K
Increased by +5.07%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 5.40M (0.21%) -252.04K
Decreased by -4.67%
Jun 30, 25
19 Millennium Management LLC 5.32M (0.21%) -604.12K
Decreased by -11.35%
Mar 31, 24
20 UBS Asset Mgmt Americas Inc 4.59M (0.18%) 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 (2.17%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Wellington™ Inv 16.47M (0.65%) 3.58M
Increased by +21.72%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 15.34M (0.60%) -366.99K
Decreased by -2.39%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 14.57M (0.57%) 10.66K
Increased by +0.07%
Sep 30, 24
5 MFS Large Cap Value Equity 12.34M (0.48%) -421.42K
Decreased by -3.42%
Jun 30, 25
6 Vanguard Institutional 500 Index Trust 11.77M (0.46%) 80.57K
Increased by +0.68%
May 31, 25
7 MFS Value A 11.77M (0.46%) -573.12K
Decreased by -4.87%
Jul 31, 25
8 Vanguard Mid Cap Index Institutional 10.89M (0.43%) 117.30K
Increased by +1.08%
Jul 31, 25
9 Vanguard 500 Index Investor 10.24M (0.40%) -1.50M
Decreased by -14.65%
Jul 31, 25
10 Franklin Rising Dividends A 6.52M (0.26%) 0.00
Increased by 0.00%
Jul 31, 25
11 Franklin Rising Dividends Fund A 6.52M (0.26%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Equity-Income Inv 6.00M (0.24%) -235.93K
Decreased by -3.93%
Jun 30, 25
13 Fidelity 500 Index 5.24M (0.21%) 2.25K
Increased by +0.04%
Jul 31, 25
14 SPDR® S&P 500 ETF 5.15M (0.20%) -75.33K
Decreased by -1.46%
Mar 31, 25
15 Oakmark Investor 5.10M (0.20%) -811.00K
Decreased by -15.89%
Jun 30, 25
16 SPDR® S&P 500® ETF Trust 5.01M (0.20%) -26.24K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 5.00M (0.20%) 61.48K
Increased by +1.23%
Aug 31, 25
18 iShares Core S&P 500 ETF 4.97M (0.19%) 0.00
Increased by 0.00%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 4.59M (0.18%) -35.71K
Decreased by -0.78%
Mar 31, 24
20 American Funds Washington Mutual A 4.54M (0.18%) 523.26K
Increased by +11.51%
Mar 31, 25