Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCDF 5.37%
2 BCUS 4.14%
3 UTRN 3.98%
4 IAI 3.83%
5 STNC 3.49%
6 OCFS 3.21%
7 VNMC 3.04%
8 AIVL 2.59%
9 SRHQ 1.91%
10 VSDA 1.91%
11 KCE 1.65%
12 BLCN 1.52%
13 HAPY 1.45%
14 PWB 1.44%
15 RSPF 1.36%
16 RYF 1.33%
17 GABF 1.25%
18 PLAT 1.23%
19 TPHD 1.23%
20 TPHE 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Investors Finance Co PLC 58.18M (11.37%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 52.98M (10.35%) 403.25K
Increased by +0.76%
Mar 31, 25
3 Thoma Bravo LP 42.80M (8.36%) 0.00
Increased by 0.00%
Mar 31, 25
4 BlackRock Inc 36.21M (7.07%) 918.88K
Increased by +2.54%
Mar 31, 25
5 Wellington Management Company LLP 32.73M (6.39%) -2.23M
Decreased by -6.80%
Mar 31, 25
6 Massachusetts Financial Services Company 20.43M (3.99%) 993.55K
Increased by +4.86%
Mar 31, 25
7 State Street Corp 18.33M (3.58%) -50.99K
Decreased by -0.28%
Mar 31, 25
8 State Street Corporation 15.72M (3.07%) 1.19M
Increased by +7.54%
Mar 31, 24
9 Geode Capital Management, LLC 11.37M (2.22%) 348.60K
Increased by +3.07%
Mar 31, 25
10 Franklin Resources Inc 11.31M (2.21%) 935.16K
Increased by +8.27%
Mar 31, 25
11 Harris Associates L.P. 8.69M (1.70%) 101.98K
Increased by +1.17%
Mar 31, 25
12 Bank of America Corp 7.19M (1.41%) 2.34M
Increased by +32.58%
Mar 31, 25
13 Capital World Investors 6.78M (1.32%) 581.93K
Increased by +8.59%
Mar 31, 25
14 Manufacturers Life Insurance Co 6.61M (1.29%) -341.88K
Decreased by -5.17%
Mar 31, 25
15 Ameriprise Financial Inc 5.92M (1.16%) -87.83K
Decreased by -1.48%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 5.65M (1.10%) 9.21K
Increased by +0.16%
Mar 31, 25
17 Amvescap Plc. 5.49M (1.07%) 1.59M
Increased by +28.98%
Mar 31, 25
18 NORGES BANK 5.49M (1.07%) 665.56K
Increased by +12.13%
Dec 31, 24
19 Goldman Sachs Group Inc 5.38M (1.05%) -173.55K
Decreased by -3.22%
Mar 31, 25
20 Millennium Management LLC 5.32M (1.04%) -604.12K
Decreased by -11.35%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers SDI Index 55.43M (10.83%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 14.75M (2.88%) 214.69K
Increased by +1.46%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 14.57M (2.85%) 10.66K
Increased by +0.07%
Sep 30, 24
4 Vanguard Wellington™ Inv 12.89M (2.52%) 153.47K
Increased by +1.19%
Mar 31, 25
5 MFS Large Cap Value Equity 12.76M (2.49%) -440.61K
Decreased by -3.45%
Mar 31, 25
6 MFS Value A 12.56M (2.45%) -204.92K
Decreased by -1.63%
Apr 30, 25
7 Vanguard Institutional 500 Index Trust 11.69M (2.28%) 186.96K
Increased by +1.60%
Apr 30, 25
8 Vanguard Mid Cap Index Institutional 10.00M (1.95%) 96.00K
Increased by +0.96%
Apr 30, 25
9 Franklin Rising Dividends A 7.05M (1.38%) 0.00
Increased by 0.00%
Apr 30, 25
10 Franklin Rising Dividends Fund A 7.05M (1.38%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Equity-Income Inv 6.24M (1.22%) 920.93K
Increased by +14.76%
Mar 31, 25
12 Oakmark Investor 5.92M (1.16%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity 500 Index 5.20M (1.02%) 6.42K
Increased by +0.12%
Apr 30, 25
14 SPDR® S&P 500 ETF 5.15M (1.01%) -75.33K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 5.01M (0.98%) -26.24K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 4.96M (0.97%) -22.11K
Decreased by -0.45%
May 31, 25
17 iShares Core S&P 500 ETF 4.79M (0.94%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® S&P 500 ETF Trust 4.59M (0.90%) -35.71K
Decreased by -0.78%
Mar 31, 24
19 American Funds Washington Mutual A 4.54M (0.89%) 523.26K
Increased by +11.51%
Mar 31, 25
20 Capital Group Wash Mutual Invtrs Comp 4.54M (0.89%) 523.26K
Increased by +11.51%
Mar 31, 25