Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCDF 5.12%
2 OCFS 4.65%
3 BCUS 4.14%
4 UTRN 3.98%
5 IAI 3.69%
6 STNC 3.49%
7 VNMC 3.04%
8 VSDA 1.91%
9 SRHQ 1.86%
10 BLCN 1.85%
11 KCE 1.73%
12 NWLG 1.54%
13 RYF 1.33%
14 RSPF 1.33%
15 HAPY 1.31%
16 PLAT 1.23%
17 TPHD 1.23%
18 TPHE 1.23%
19 GABF 1.14%
20 FDWM 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Investors Finance Co PLC 58.18M (12.38%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 52.20M (11.11%) 3.81M
Increased by +7.31%
Sep 30, 24
3 Thoma Bravo LP 42.80M (9.11%) -42.80M
Decreased by -100.00%
Sep 30, 24
4 Wellington Management Company LLP 38.83M (8.26%) 24.08M
Increased by +62.02%
Sep 30, 24
5 BlackRock Inc 33.86M (7.21%) 529.21K
Increased by +1.56%
Sep 30, 24
6 Massachusetts Financial Services Company 20.32M (4.33%) -559.71K
Decreased by -2.75%
Sep 30, 24
7 State Street Corp 17.95M (3.82%) 1.81M
Increased by +10.09%
Sep 30, 24
8 State Street Corporation 15.72M (3.34%) 1.19M
Increased by +7.54%
Mar 31, 24
9 Geode Capital Management, LLC 10.76M (2.29%) 932.66K
Increased by +8.67%
Sep 30, 24
10 Franklin Resources Inc 9.15M (1.95%) 586.00
Increased by +0.01%
Sep 30, 24
11 Harris Associates L.P. 8.60M (1.83%) 1.10M
Increased by +12.75%
Sep 30, 24
12 Manufacturers Life Insurance Co 6.62M (1.41%) -183.31K
Decreased by -2.77%
Sep 30, 24
13 Capital World Investors 6.19M (1.32%) -6.04K
Decreased by -0.10%
Sep 30, 24
14 Goldman Sachs Group Inc 5.84M (1.24%) 42.19K
Increased by +0.72%
Sep 30, 24
15 Millennium Management LLC 5.32M (1.13%) -604.12K
Decreased by -11.35%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 5.27M (1.12%) -4.16M
Decreased by -78.83%
Sep 30, 24
17 NORGES BANK 4.82M (1.03%) 705.81K
Increased by +14.64%
Jun 30, 24
18 Diamond Hill Capital Management Inc 4.70M (1.00%) -63.29K
Decreased by -1.35%
Sep 30, 24
19 Bank of America Corp 4.45M (0.95%) -210.06K
Decreased by -4.72%
Sep 30, 24
20 Ameriprise Financial Inc 4.35M (0.93%) 35.79K
Increased by +0.82%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers SDI Index 55.43M (11.80%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 14.47M (3.08%) -41.54K
Decreased by -0.29%
Nov 30, 24
3 MFS Large Cap Value Equity 13.64M (2.90%) -301.52K
Decreased by -2.21%
Sep 30, 24
4 MFS Value A 13.37M (2.84%) -180.33K
Decreased by -1.35%
Nov 30, 24
5 Vanguard Wellington™ Inv 12.86M (2.74%) 5.34M
Increased by +41.54%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 11.12M (2.37%) 159.15K
Increased by +1.43%
Nov 30, 24
7 Vanguard Mid Cap Index Institutional 9.83M (2.09%) 51.32K
Increased by +0.52%
Nov 30, 24
8 Franklin Rising Dividends A 7.47M (1.59%) 0.00
Increased by 0.00%
Oct 31, 24
9 Franklin Rising Dividends Fund A 7.32M (1.56%) -151.03K
Decreased by -2.06%
Nov 30, 24
10 Oakmark Investor 5.92M (1.26%) 691.99K
Increased by +11.70%
Sep 30, 24
11 Vanguard Equity-Income Inv 5.48M (1.17%) 2.47M
Increased by +44.96%
Sep 30, 24
12 SPDR® S&P 500® ETF Trust 5.20M (1.11%) 60.02K
Increased by +1.15%
Dec 31, 24
13 Fidelity 500 Index 5.11M (1.09%) 34.74K
Increased by +0.68%
Nov 30, 24
14 iShares Core S&P 500 ETF 4.86M (1.03%) 3.42K
Increased by +0.07%
Dec 31, 24
15 SPDR® S&P 500 ETF Trust 4.59M (0.98%) -35.71K
Decreased by -0.78%
Mar 31, 24
16 American Funds Washington Mutual A 4.02M (0.86%) 0.00
Increased by 0.00%
Sep 30, 24
17 Capital Group Wash Mutual Invtrs Comp 4.02M (0.86%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity® 500 Index 3.95M (0.84%) 25.14K
Increased by +0.64%
Nov 30, 23
19 Vanguard Value Index Inv 3.94M (0.84%) 26.77K
Increased by +0.68%
Nov 30, 24
20 Diamond Hill Large Cap Equity 3.36M (0.72%) -132.26K
Decreased by -3.93%
Dec 31, 24