Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCDF 5.06%
2 BCUS 4.14%
3 UTRN 3.98%
4 IAI 3.83%
5 OCFS 3.66%
6 STNC 3.49%
7 VNMC 3.04%
8 AIVL 2.00%
9 SRHQ 1.92%
10 VSDA 1.91%
11 KCE 1.71%
12 BLCN 1.66%
13 RSPF 1.37%
14 HAPY 1.37%
15 RYF 1.33%
16 PLAT 1.23%
17 TPHD 1.23%
18 TPHE 1.23%
19 NWLG 1.14%
20 FDWM 1.13%

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%
Dec 31, 24
2 Vanguard Group Inc 52.58M (11.19%) 376.89K
Increased by +0.72%
Dec 31, 24
3 Thoma Bravo LP 42.80M (9.11%) 0.00
Increased by 0.00%
Dec 31, 24
4 BlackRock Inc 35.30M (7.51%) 1.44M
Increased by +4.07%
Dec 31, 24
5 Wellington Management Company LLP 34.96M (7.44%) -3.88M
Decreased by -11.09%
Dec 31, 24
6 Massachusetts Financial Services Company 19.44M (4.14%) -884.43K
Decreased by -4.55%
Dec 31, 24
7 State Street Corp 18.38M (3.91%) 430.17K
Increased by +2.34%
Dec 31, 24
8 State Street Corporation 15.72M (3.34%) 1.19M
Increased by +7.54%
Mar 31, 24
9 Geode Capital Management, LLC 11.02M (2.34%) 257.46K
Increased by +2.34%
Dec 31, 24
10 Franklin Resources Inc 10.38M (2.21%) 1.23M
Increased by +11.81%
Dec 31, 24
11 Harris Associates L.P. 8.59M (1.83%) -4.54K
Decreased by -0.05%
Dec 31, 24
12 Manufacturers Life Insurance Co 6.95M (1.48%) 335.56K
Increased by +4.83%
Dec 31, 24
13 Capital World Investors 6.19M (1.32%) 6.01K
Increased by +0.10%
Dec 31, 24
14 Ameriprise Financial Inc 6.01M (1.28%) 1.65M
Increased by +27.48%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 5.64M (1.20%) 370.20K
Increased by +6.56%
Dec 31, 24
16 Goldman Sachs Group Inc 5.56M (1.18%) -288.40K
Decreased by -5.19%
Dec 31, 24
17 NORGES BANK 5.49M (1.17%) 665.56K
Increased by +12.13%
Dec 31, 24
18 Millennium Management LLC 5.32M (1.13%) -604.12K
Decreased by -11.35%
Mar 31, 24
19 Bank of America Corp 4.85M (1.03%) 399.22K
Increased by +8.23%
Dec 31, 24
20 Diamond Hill Capital Management Inc 4.12M (0.88%) -580.28K
Decreased by -14.07%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers SDI Index 55.43M (11.79%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 14.50M (3.08%) 47.66K
Increased by +0.33%
Feb 28, 25
3 MFS Large Cap Value Equity 13.20M (2.81%) -434.50K
Decreased by -3.29%
Dec 31, 24
4 MFS Value A 12.83M (2.73%) -214.21K
Decreased by -1.67%
Feb 28, 25
5 Vanguard Wellington™ Inv 12.74M (2.71%) -124.60K
Decreased by -0.98%
Dec 31, 24
6 Vanguard Institutional 500 Index Trust 11.48M (2.44%) 82.22K
Increased by +0.72%
Feb 28, 25
7 Vanguard Mid Cap Index Institutional 9.93M (2.11%) 42.73K
Increased by +0.43%
Feb 28, 25
8 Franklin Rising Dividends A 7.05M (1.50%) -265.00K
Decreased by -3.76%
Dec 31, 24
9 Franklin Rising Dividends Fund A 7.05M (1.50%) 0.00
Increased by 0.00%
Feb 28, 25
10 Oakmark Investor 5.92M (1.26%) 0.00
Increased by 0.00%
Dec 31, 24
11 Vanguard Equity-Income Inv 5.32M (1.13%) -167.25K
Decreased by -3.15%
Dec 31, 24
12 Fidelity 500 Index 5.16M (1.10%) 22.77K
Increased by +0.44%
Jan 31, 25
13 SPDR® S&P 500® ETF Trust 5.12M (1.09%) -37.91K
Decreased by -0.74%
Feb 28, 25
14 iShares Core S&P 500 ETF 4.86M (1.03%) -244.00
Decreased by -0.01%
Feb 28, 25
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%
Dec 31, 24
17 Capital Group Wash Mutual Invtrs Comp 4.02M (0.86%) 0.00
Increased by 0.00%
Dec 31, 24
18 Vanguard Value Index Inv 3.96M (0.84%) 17.11K
Increased by +0.43%
Feb 28, 25
19 Fidelity® 500 Index 3.95M (0.84%) 25.14K
Increased by +0.64%
Nov 30, 23
20 The Financial Select Sector SPDR® ETF 3.10M (0.66%) 3.67K
Increased by +0.12%
Feb 28, 25