Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCDF 5.00%
2 BCUS 4.14%
3 UTRN 3.98%
4 IAI 3.88%
5 STNC 3.49%
6 VNMC 3.04%
7 OCFS 2.98%
8 AIVL 2.75%
9 VSDA 1.91%
10 SRHQ 1.83%
11 KCE 1.56%
12 GABF 1.52%
13 HAPY 1.35%
14 RSPF 1.34%
15 RYF 1.33%
16 PLAT 1.23%
17 TPHD 1.23%
18 TPHE 1.23%
19 JSTC 1.17%
20 CHGX 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Thoma Bravo LP 85.61M (18.22%) 0.00
Increased by 0.00%
Jun 30, 24
2 Investors Finance Co PLC 58.18M (12.38%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Group Inc 48.38M (10.30%) 144.79K
Increased by +0.30%
Jun 30, 24
4 BlackRock Inc 33.33M (7.09%) 93.43K
Increased by +0.28%
Jun 30, 24
5 Massachusetts Financial Services Company 20.88M (4.44%) -339.23K
Decreased by -1.62%
Jun 30, 24
6 State Street Corp 16.14M (3.43%) 424.72K
Increased by +2.63%
Jun 30, 24
7 State Street Corporation 15.72M (3.34%) 1.19M
Increased by +7.54%
Mar 31, 24
8 Wellington Management Company LLP 14.75M (3.14%) 4.06M
Increased by +27.50%
Jun 30, 24
9 Geode Capital Management, LLC 9.83M (2.09%) 344.10K
Increased by +3.50%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 9.43M (2.01%) 1.07M
Increased by +11.33%
Jun 30, 24
11 Franklin Resources Inc 9.15M (1.95%) 6.70K
Increased by +0.07%
Jun 30, 24
12 Farallon Capital Management, L.L.C. 7.51M (1.60%) -930.00K
Decreased by -12.39%
Jun 30, 24
13 Harris Associates L.P. 7.50M (1.60%) 7.50M
Increased by +100.00%
Jun 30, 24
14 Manufacturers Life Insurance Co 6.80M (1.45%) -726.68K
Decreased by -10.68%
Jun 30, 24
15 Capital World Investors 6.19M (1.32%) 926.12K
Increased by +14.95%
Jun 30, 24
16 Goldman Sachs Group Inc 5.80M (1.23%) 536.55K
Increased by +9.25%
Jun 30, 24
17 Millennium Management LLC 5.32M (1.13%) -604.12K
Decreased by -11.35%
Mar 31, 24
18 NORGES BANK 4.82M (1.03%) 705.81K
Increased by +14.64%
Jun 30, 24
19 Diamond Hill Capital Management Inc 4.70M (1.00%) -63.29K
Decreased by -1.35%
Sep 30, 24
20 Bank of America Corp 4.66M (0.99%) 115.65K
Increased by +2.48%
Jun 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 14.57M (3.10%) 10.66K
Increased by +0.07%
Sep 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 13.64M (2.90%) -97.64K
Decreased by -0.72%
Sep 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 10.84M (2.31%) 18.72K
Increased by +0.17%
Sep 30, 24
7 Vanguard Mid Cap Index Institutional 9.76M (2.08%) -91.45K
Decreased by -0.94%
Sep 30, 24
8 Franklin Rising Dividends A 7.47M (1.59%) 0.00
Increased by 0.00%
Sep 30, 24
9 Franklin Rising Dividends Fund A 7.47M (1.59%) 0.00
Increased by 0.00%
Sep 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 Fidelity 500 Index 5.09M (1.08%) -11.09K
Decreased by -0.22%
Sep 30, 24
13 SPDR® S&P 500® ETF Trust 5.04M (1.07%) 26.35K
Increased by +0.52%
Oct 31, 24
14 iShares Core S&P 500 ETF 4.61M (0.98%) 7.11K
Increased by +0.15%
Oct 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 3.90M (0.83%) 92.59K
Increased by +2.37%
Sep 30, 24
20 Diamond Hill Large Cap Equity 3.87M (0.82%) 4.57K
Increased by +0.12%
Sep 30, 24