Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCDF 5.10%
2 BCUS 4.14%
3 UTRN 3.98%
4 IAI 3.94%
5 STNC 3.49%
6 OCFS 3.15%
7 VNMC 3.04%
8 AIVL 2.05%
9 VSDA 1.91%
10 SRHQ 1.88%
11 KCE 1.58%
12 RSPF 1.39%
13 HAPY 1.36%
14 RYF 1.33%
15 PLAT 1.23%
16 TPHD 1.23%
17 TPHE 1.23%
18 GABF 1.14%
19 NWLG 1.14%
20 CHGX 1.07%

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 33.33M (7.09%) 93.43K
Increased by +0.28%
Jun 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 14.52M (3.09%) -49.58K
Decreased by -0.34%
Oct 31, 24
3 MFS Large Cap Value Equity 13.64M (2.90%) -301.52K
Decreased by -2.21%
Sep 30, 24
4 MFS Value A 13.55M (2.88%) -90.56K
Decreased by -0.67%
Oct 31, 24
5 Vanguard Wellington™ Inv 12.86M (2.74%) 5.34M
Increased by +41.54%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 10.97M (2.33%) 126.44K
Increased by +1.15%
Oct 31, 24
7 Vanguard Mid Cap Index Institutional 9.78M (2.08%) 17.65K
Increased by +0.18%
Oct 31, 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 7.47M (1.59%) 0.00
Increased by 0.00%
Oct 31, 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 5.12M (1.09%) 30.26K
Increased by +0.59%
Nov 30, 24
13 Fidelity 500 Index 5.08M (1.08%) -8.34K
Decreased by -0.16%
Oct 31, 24
14 iShares Core S&P 500 ETF 4.68M (1.00%) 0.00
Increased by 0.00%
Nov 30, 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 3.91M (0.83%) 9.94K
Increased by +0.25%
Oct 31, 24
20 Diamond Hill Large Cap Equity 3.50M (0.74%) -307.98K
Decreased by -8.81%
Nov 30, 24