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BR Broadridge Financial Solutions Inc

Which ETFs hold BR? Broadridge Financial Solutions Inc is held by 2 funds tracked by ETFpeek.

Held by 2 funds todayData as of 31 Aug 2026
TechnologyInformation Technology Services
$165.21
-27.4% 1y
$133.8352-week range$236.02
Market cap
$17.7B
P/E
17.2
Dividend
2.64%
3-month
+12.7%
CEO
Mr. Timothy C. Gokey
Revenue · last 4 qtrs (+7.5% YoY)

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; provides fund manager; and various other regulatory communication solutions. The segment also offers ProxyEdge, an institutional voting platform that allows institutional investors to view, manage, and vote multi-custodial holdings, as well as third party vote recommendations; data-driven analytics solutions; international corporate governance solutions; fiduciary-focused learning and development, software and technology, and data and analytics services, as well as automated mutual fund and exchange-traded funds trade processing; content management and omni-channel distribution platform; corporate solutions that revolve around shareholder meetings and proxy, corporate governance, regulatory filings and disclosure, and stock transfer services; corporate issuer solutions; and customer communications solutions. The Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearing and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

Provider

Currently Held By

VANGUARD
VOO
Weight in fund0.03%
Shares held3,072,850
Market value$560.4M
View fund →
SMARTSHARES
USF
Smart US 500 ETF
via VOO
Weight in fund0.03%
Shares held—
Market value$400K NZD
View fund →
Not held by the selected provider.
last 90 days
Net flow (90d):−$4.3M (18 without value)·18 BUY / 7 SELL·score ≥ 40
DatePersonActionPlanSharesValueScore i
1 Oct 2026
Timothy C Gokey
CEO, Executive Officer & Executive Director
SELLVested (RSU)16,982$2.7M50
1 Oct 2026
Christopher John Perry
President & Director
SELLVested (RSU)4,752$766K40
Net flow (90d):−$4.3M (18 without value)·18 BUY / 7 SELL·showing all trades
DatePersonActionPlanSharesValueScore i
5 Oct 2026
Amit Zavery
Director / Other
BUYVested (RSU)61
2 tranches
—30
5 Oct 2026
Annette L. Nazareth
Director / Other
BUYVested (RSU)40
2 tranches
—30
5 Oct 2026
Patricia Ann Mosconi
Director / Other
BUYVested (RSU)3
2 tranches
—30
5 Oct 2026
Maura A. Markus
Director / Other
BUYVested (RSU)137
2 tranches
—30
5 Oct 2026
Robert N Duelks
Director / Other
BUYVested (RSU)146—30
5 Oct 2026
Eileen K Murray
Director / Other
BUYVested (RSU)38
2 tranches
—30
5 Oct 2026
Melvin L Flowers
Director / Other
BUYVested (RSU)18—30
1 Oct 2026
Timothy C Gokey
CEO, Executive Officer & Executive Director
SELLVested (RSU)16,982$2.7M50
1 Oct 2026
Christopher John Perry
President & Director
SELLVested (RSU)4,752$766K40
1 Oct 2026
Thomas P Carey
Executive Officer, President of GTO and Global Head of Product & Technology
SELLUnknown2,501$400K30
1 Oct 2026
Richard John Stingi
Director / Other
SELLVested (RSU)1,109$179K30
1 Oct 2026
Douglas Richard Deschutter
Chair Emeritus
SELLVested (RSU)911$147K30
1 Oct 2026
Ashima Ghei
Corporate VP, Executive Officer & Chief Finance Officer
BUYOption Exercise406—30
1 Oct 2026
Ashima Ghei
Corporate VP, Executive Officer & Chief Finance Officer
SELLVested (RSU)315
2 tranches
$51K30
24 Sep 2026
Annette L. Nazareth
Director / Other
BUYVested (RSU)180—30
24 Sep 2026
Amit Zavery
Director / Other
BUYVested (RSU)180—30
24 Sep 2026
Patricia Ann Mosconi
Director / Other
BUYVested (RSU)180—30
24 Sep 2026
Maura A. Markus
Director / Other
BUYVested (RSU)209—30
24 Sep 2026
Eileen K Murray
Director / Other
BUYVested (RSU)389—30
Data: Finnhub (SEC Form 4 filings) · Score: ETFpeek heuristic
0 trades
DateFundDirectionShares Changed% Δ ETF i% Δ Position i
No trades recorded yet.
No trade history for SmartShares funds — their underlying ETFs are passive index trackers, so day-to-day rebalancing is minimal.

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