Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCDF 4.78%
2 FDIQ 4.75%
3 KBWR 4.63%
4 BCUS 4.14%
5 UTRN 3.98%
6 PFI 3.76%
7 NEWZ 3.34%
8 WCAP 3.26%
9 OCFS 3.10%
10 VNMC 3.04%
11 AIVL 2.83%
12 STNC 2.10%
13 AOTG 1.91%
14 VSDA 1.91%
15 DVGR 1.89%
16 FRIZ 1.89%
17 MFSV 1.65%
18 SRHQ 1.64%
19 GVLE 1.53%
20 BLCN 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 59.92M (11.91%) 268.48K
Increased by +0.45%
Dec 31, 25
2 Investors Finance Co PLC 58.38M (11.61%) 200.00K
Increased by +0.34%
Mar 31, 26
3 Thoma Bravo LP 42.80M (8.51%) 0.00
Increased by 0.00%
Mar 31, 25
4 BlackRock Inc 38.17M (7.59%) -1.33M
Decreased by -3.49%
Mar 31, 26
5 Wellington Management Company LLP 36.28M (7.21%) -1.38M
Decreased by -3.81%
Mar 31, 26
6 Vanguard Capital Management, LLC 31.24M (6.21%) 31.24M
Increased by +100.00%
Mar 31, 26
7 Massachusetts Financial Services Company 29.06M (5.78%) 1.43M
Increased by +4.93%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 26.10M (5.19%) 26.10M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 19.71M (3.92%) -163.90K
Decreased by -0.83%
Mar 31, 26
10 State Street Corporation 15.72M (3.12%) 1.19M
Increased by +7.54%
Mar 31, 24
11 Geode Capital Management, LLC 12.98M (2.58%) 125.26K
Increased by +0.97%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 10.26M (2.04%) 988.94K
Increased by +9.64%
Mar 31, 26
13 Franklin Resources Inc 9.17M (1.82%) -1.42M
Decreased by -15.43%
Mar 31, 26
14 Harris Associates L.P. 8.01M (1.59%) -611.51K
Decreased by -7.63%
Mar 31, 26
15 Bank of America Corp 7.84M (1.56%) -847.75K
Decreased by -10.81%
Mar 31, 26
16 Jane Street Group LLC 7.21M (1.43%) 7.21M
Increased by +100.00%
Jun 30, 25
17 UBS Group AG 6.99M (1.39%) 3.14M
Increased by +44.92%
Mar 31, 26
18 Capital World Investors 6.78M (1.35%) 581.93K
Increased by +8.59%
Mar 31, 25
19 Nuveen, LLC 5.87M (1.17%) -207.68K
Decreased by -3.54%
Mar 31, 26
20 Goldman Sachs Group Inc 5.67M (1.13%) 287.29K
Increased by +5.07%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers SDI Index 55.43M (11.02%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Wellington™ Inv 16.47M (3.27%) 3.58M
Increased by +21.72%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 16.30M (3.24%) 47.16K
Increased by +0.29%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 14.57M (2.90%) 10.66K
Increased by +0.07%
Sep 30, 24
5 Vanguard Wellington Inv 13.70M (2.72%) -1.96M
Decreased by -14.30%
Mar 31, 26
6 MFS Large Cap Value Equity 11.95M (2.38%) 859.12K
Increased by +7.19%
Mar 31, 26
7 Vanguard Institutional 500 Index Trust 11.77M (2.34%) 80.57K
Increased by +0.68%
May 31, 25
8 MFS Value A 11.75M (2.33%) -208.36K
Decreased by -1.77%
Apr 30, 26
9 Vanguard 500 Index Investor 11.64M (2.31%) 208.86K
Increased by +1.79%
Apr 30, 26
10 Vanguard Mid Cap Index Institutional 11.08M (2.20%) 25.32K
Increased by +0.23%
Apr 30, 26
11 Vanguard Equity-Income Inv 6.31M (1.25%) 1.88M
Increased by +29.72%
Mar 31, 26
12 iShares Core S&P 500 ETF 5.92M (1.18%) 18.08K
Increased by +0.31%
May 29, 26
13 Franklin Rising Dividends Fund A 5.86M (1.16%) 0.00
Increased by 0.00%
Mar 31, 26
14 Fidelity 500 Index 5.75M (1.14%) 19.81K
Increased by +0.34%
Apr 30, 26
15 Franklin Rising Dividends A 5.69M (1.13%) -170.00K
Decreased by -2.99%
Apr 30, 26
16 State Street® SPDR® S&P 500® ETF 5.40M (1.07%) 7.31K
Increased by +0.14%
May 29, 26
17 SPDR® S&P 500 ETF 5.15M (1.02%) -75.33K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 5.01M (1.00%) -26.24K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 5.00M (0.99%) 61.48K
Increased by +1.23%
Aug 31, 25
20 Vanguard Value Index Inv 4.74M (0.94%) 13.47K
Increased by +0.28%
Apr 30, 26