Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCDF 4.66%
2 KBWR 4.25%
3 IAI 4.16%
4 BCUS 4.14%
5 UTRN 3.98%
6 PFI 3.82%
7 NEWZ 3.34%
8 OCFS 3.10%
9 VNMC 3.04%
10 AIVL 2.75%
11 STNC 2.10%
12 AOTG 1.91%
13 VSDA 1.91%
14 FRIZ 1.87%
15 SRHQ 1.68%
16 KCE 1.66%
17 MFSV 1.60%
18 PWB 1.54%
19 GVLE 1.53%
20 BLCN 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 59.92M (11.84%) 268.48K
Increased by +0.45%
Dec 31, 25
2 Investors Finance Co PLC 58.18M (11.50%) 0.00
Increased by 0.00%
Dec 31, 25
3 Thoma Bravo LP 42.80M (8.46%) 0.00
Increased by 0.00%
Mar 31, 25
4 BlackRock Inc 40.17M (7.94%) 3.08M
Increased by +7.68%
Sep 30, 25
5 Wellington Management Company LLP 37.66M (7.44%) -2.14M
Decreased by -5.69%
Dec 31, 25
6 Massachusetts Financial Services Company 27.63M (5.46%) 1.26M
Increased by +4.56%
Dec 31, 25
7 State Street Corp 19.62M (3.88%) 1.40M
Increased by +7.16%
Sep 30, 25
8 State Street Corporation 15.72M (3.11%) 1.19M
Increased by +7.54%
Mar 31, 24
9 Geode Capital Management, LLC 12.47M (2.47%) 1.02M
Increased by +8.15%
Sep 30, 25
10 Franklin Resources Inc 10.58M (2.09%) -157.01K
Decreased by -1.48%
Sep 30, 25
11 Harris Associates L.P. 8.62M (1.70%) 2.72M
Increased by +31.51%
Dec 31, 25
12 Jane Street Group LLC 7.21M (1.42%) 7.21M
Increased by +100.00%
Jun 30, 25
13 Bank of America Corp 6.93M (1.37%) -141.52K
Decreased by -2.04%
Sep 30, 25
14 Capital World Investors 6.78M (1.34%) 581.93K
Increased by +8.59%
Mar 31, 25
15 Nuveen, LLC 6.07M (1.20%) 2.74M
Increased by +45.06%
Dec 31, 25
16 The Goldman Sachs Group Inc 5.79M (1.15%) 124.04K
Increased by +2.14%
Sep 30, 25
17 Morgan Stanley - Brokerage Accounts 5.70M (1.13%) 297.99K
Increased by +5.23%
Sep 30, 25
18 Goldman Sachs Group Inc 5.67M (1.12%) 287.29K
Increased by +5.07%
Jun 30, 25
19 Ameriprise Financial Inc 5.66M (1.12%) -238.42K
Decreased by -4.21%
Sep 30, 25
20 NORGES BANK 5.46M (1.08%) 908.06K
Increased by +16.64%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers SDI Index 55.43M (10.96%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Wellington™ Inv 16.47M (3.26%) 3.58M
Increased by +21.72%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 16.18M (3.20%) 34.14K
Increased by +0.21%
Jan 31, 26
4 Vanguard Wellington Inv 15.66M (3.10%) -736.46K
Decreased by -4.70%
Dec 31, 25
5 Vanguard US Total Market Shares ETF 14.57M (2.88%) 10.66K
Increased by +0.07%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 11.77M (2.33%) 80.57K
Increased by +0.68%
May 31, 25
7 Vanguard 500 Index Investor 11.49M (2.27%) 71.63K
Increased by +0.62%
Jan 31, 26
8 Vanguard Mid Cap Index Institutional 11.13M (2.20%) -58.14K
Decreased by -0.52%
Jan 31, 26
9 MFS Large Cap Value Equity 11.10M (2.19%) -453.43K
Decreased by -4.09%
Dec 31, 25
10 MFS Value A 10.93M (2.16%) -5.96M
Decreased by -54.51%
Jan 31, 26
11 Franklin Rising Dividends A 5.86M (1.16%) -545.00K
Decreased by -9.30%
Jan 31, 26
12 Franklin Rising Dividends Fund A 5.86M (1.16%) -545.00K
Decreased by -9.30%
Jan 31, 26
13 iShares Core S&P 500 ETF 5.74M (1.14%) 0.00
Increased by 0.00%
Feb 28, 26
14 Fidelity 500 Index 5.73M (1.13%) 26.57K
Increased by +0.46%
Jan 31, 26
15 State Street® SPDR® S&P 500® ETF 5.35M (1.06%) 22.36K
Increased by +0.42%
Feb 27, 26
16 SPDR® S&P 500 ETF 5.15M (1.02%) -75.33K
Decreased by -1.46%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 5.01M (0.99%) -26.24K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 5.00M (0.99%) 61.48K
Increased by +1.23%
Aug 31, 25
19 Vanguard Value Index Inv 4.73M (0.93%) -1.61K
Decreased by -0.03%
Jan 31, 26
20 MFS Growth Equity 4.60M (0.91%) 1.29M
Increased by +28.06%
Dec 31, 25