Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCDF 5.12%
2 KBWR 4.76%
3 FDIQ 4.41%
4 BCUS 4.14%
5 UTRN 3.98%
6 IAI 3.80%
7 PFI 3.76%
8 NEWZ 3.34%
9 WCAP 3.26%
10 OCFS 3.10%
11 VNMC 3.04%
12 AIVL 2.86%
13 DVGR 2.40%
14 STNC 2.10%
15 AOTG 1.91%
16 VSDA 1.91%
17 FRIZ 1.90%
18 MFSV 1.74%
19 SRHQ 1.64%
20 KCE 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 59.92M (12.07%) 268.48K
Increased by +0.45%
Dec 31, 25
2 Investors Finance Co PLC 58.38M (11.76%) 200.00K
Increased by +0.34%
Mar 31, 26
3 Thoma Bravo LP 42.80M (8.62%) 0.00
Increased by 0.00%
Mar 31, 25
4 BlackRock Inc 38.17M (7.69%) -1.33M
Decreased by -3.49%
Mar 31, 26
5 Wellington Management Company LLP 36.28M (7.31%) -1.38M
Decreased by -3.81%
Mar 31, 26
6 Vanguard Capital Management, LLC 31.24M (6.29%) 31.24M
Increased by +100.00%
Mar 31, 26
7 Massachusetts Financial Services Company 29.06M (5.85%) 1.43M
Increased by +4.93%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 26.10M (5.26%) 26.10M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 19.71M (3.97%) -163.90K
Decreased by -0.83%
Mar 31, 26
10 State Street Corporation 15.72M (3.17%) 1.19M
Increased by +7.54%
Mar 31, 24
11 Geode Capital Management, LLC 12.98M (2.61%) 125.26K
Increased by +0.97%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 10.26M (2.07%) 988.94K
Increased by +9.64%
Mar 31, 26
13 Franklin Resources Inc 9.17M (1.85%) -1.42M
Decreased by -15.43%
Mar 31, 26
14 Harris Associates L.P. 8.01M (1.61%) -611.51K
Decreased by -7.63%
Mar 31, 26
15 Bank of America Corp 7.84M (1.58%) -847.75K
Decreased by -10.81%
Mar 31, 26
16 Jane Street Group LLC 7.21M (1.45%) 7.21M
Increased by +100.00%
Jun 30, 25
17 UBS Group AG 6.99M (1.41%) 3.14M
Increased by +44.92%
Mar 31, 26
18 Capital World Investors 6.78M (1.36%) 581.93K
Increased by +8.59%
Mar 31, 25
19 Nuveen, LLC 5.87M (1.18%) -207.68K
Decreased by -3.54%
Mar 31, 26
20 Goldman Sachs Group Inc 5.67M (1.14%) 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 (11.17%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Wellington™ Inv 16.47M (3.32%) 3.58M
Increased by +21.72%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 16.16M (3.26%) -123.38K
Decreased by -0.76%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 14.57M (2.93%) 10.66K
Increased by +0.07%
Sep 30, 24
5 Vanguard Wellington Inv 13.70M (2.76%) -1.96M
Decreased by -14.30%
Mar 31, 26
6 MFS Large Cap Value Equity 11.95M (2.41%) 859.12K
Increased by +7.19%
Mar 31, 26
7 Vanguard Institutional 500 Index Trust 11.77M (2.37%) 80.57K
Increased by +0.68%
May 31, 25
8 Vanguard 500 Index Investor 11.61M (2.34%) -151.09K
Decreased by -1.30%
Jun 30, 26
9 MFS Value A 11.38M (2.29%) -368.13K
Decreased by -3.24%
May 31, 26
10 Vanguard Mid Cap Index Institutional 11.03M (2.22%) -69.24K
Decreased by -0.63%
Jun 30, 26
11 Vanguard Equity-Income Inv 6.31M (1.27%) 1.88M
Increased by +29.72%
Mar 31, 26
12 iShares Core S&P 500 ETF 6.17M (1.24%) 19.50K
Increased by +0.32%
Jun 30, 26
13 Franklin Rising Dividends Fund A 5.86M (1.18%) 0.00
Increased by 0.00%
Mar 31, 26
14 Fidelity 500 Index 5.75M (1.16%) -8.01K
Decreased by -0.14%
May 31, 26
15 Franklin Rising Dividends A 5.63M (1.13%) 0.00
Increased by 0.00%
Jun 30, 26
16 State Street® SPDR® S&P 500® ETF 5.40M (1.09%) -70.45K
Decreased by -1.30%
Jun 30, 26
17 SPDR® S&P 500 ETF 5.15M (1.04%) -75.33K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 5.01M (1.01%) -26.24K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 5.00M (1.01%) 61.48K
Increased by +1.23%
Aug 31, 25
20 Vanguard Value Index Inv 4.83M (0.97%) 60.22K
Increased by +1.25%
Jun 30, 26