Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.86%
2 SHRY 4.74%
3 DIVY 4.47%
4 RSPC 4.39%
5 MNA 4.29%
6 XLC 4.24%
7 UTRN 4.08%
8 SDEI 3.89%
9 DIVC 3.33%
10 VFLO 3.28%
11 BVNSC 3.27%
12 ERNZ 3.22%
13 GAUD 3.21%
14 FCFY 2.62%
15 BEDY 2.58%
16 WLDR 2.58%
17 LTL 2.58%
18 KNGZ 2.54%
19 UDI 2.00%
20 FLOW 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.93M (12.66%) -65.74K
Decreased by -0.17%
Dec 31, 25
2 BlackRock Inc 20.55M (6.68%) 141.16K
Increased by +0.69%
Sep 30, 25
3 State Street Corp 16.86M (5.48%) 2.30M
Increased by +13.63%
Sep 30, 25
4 JPMorgan Chase & Co 16.21M (5.27%) 10.00M
Increased by +61.68%
Sep 30, 25
5 State Street Corporation 12.78M (4.15%) 842.36K
Increased by +6.59%
Mar 31, 24
6 Geode Capital Management, LLC 8.58M (2.79%) -300.82K
Decreased by -3.51%
Dec 31, 25
7 Massachusetts Financial Services Company 7.87M (2.56%) 79.61K
Increased by +1.01%
Dec 31, 25
8 Bank of New York Mellon Corp 6.65M (2.16%) 2.82M
Increased by +42.40%
Sep 30, 25
9 Arnhold & S. Bleichroeder Advisers, LLC 6.35M (2.06%) 33.56K
Increased by +0.53%
Dec 31, 25
10 Charles Schwab Investment Management Inc 6.33M (2.06%) -3.58M
Decreased by -56.57%
Dec 31, 25
11 The Goldman Sachs Group Inc 6.11M (1.99%) 510.55K
Increased by +8.36%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 5.88M (1.91%) 1.64M
Increased by +27.93%
Sep 30, 25
13 Beutel, Goodman & Company Ltd. 5.62M (1.83%) -325.17K
Decreased by -5.78%
Dec 31, 25
14 Hotchkis & Wiley Capital Management LLC 5.52M (1.79%) 397.86K
Increased by +7.21%
Dec 31, 25
15 Wellington Management Company LLP 5.20M (1.69%) -433.66K
Decreased by -8.34%
Dec 31, 25
16 Canada Pension Plan Investment Board 5.17M (1.68%) -251.30K
Decreased by -4.86%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 4.82M (1.57%) -264.09K
Decreased by -5.48%
Dec 31, 25
18 Capital Research Global Investors 4.69M (1.52%) 1.76M
Increased by +37.53%
Dec 31, 25
19 FMR Inc 4.38M (1.42%) 1.02M
Increased by +23.38%
Dec 31, 25
20 Baird Financial Group, Inc. 4.35M (1.42%) -23.97K
Decreased by -0.55%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 NYLI Merger Arbitrage ETF 10.87M (3.54%) 0.00
Increased by 0.00%
May 30, 25
2 State Street® CommServSelSectSPDR®ETF 10.39M (3.38%) -11.98K
Decreased by -0.12%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 9.86M (3.20%) -194.99K
Decreased by -1.98%
Mar 31, 26
4 Vanguard 500 Index Investor 8.01M (2.60%) -194.21K
Decreased by -2.42%
Mar 31, 26
5 Vanguard Small Cap Index 7.16M (2.33%) -64.54K
Decreased by -0.90%
Mar 31, 26
6 The Comm Svcs Sel Sect SPDR® ETF 6.84M (2.22%) 43.94K
Increased by +0.64%
Aug 29, 25
7 Vanguard US Total Market Shares ETF 6.19M (2.01%) 4.37K
Increased by +0.07%
Sep 30, 24
8 Vanguard Institutional 500 Index Trust 5.59M (1.82%) 41.60K
Increased by +0.74%
May 31, 25
9 First Eagle Global A 5.16M (1.68%) 640.12K
Increased by +12.42%
Feb 28, 26
10 Communication Services Sel Sect SPDR®ETF 5.05M (1.64%) -3.47K
Decreased by -0.07%
Apr 30, 24
11 Vanguard Small Cap Value Index Inv 4.56M (1.48%) -77.99K
Decreased by -1.71%
Mar 31, 26
12 Fidelity 500 Index 4.06M (1.32%) 6.70K
Increased by +0.16%
Feb 28, 26
13 iShares Core S&P 500 ETF 4.04M (1.31%) -2.20K
Decreased by -0.05%
Mar 31, 26
14 L46 Fidelity Global Dividend 3.98M (1.29%) 3.32K
Increased by +0.08%
Feb 28, 25
15 State Street® SPDR® S&P 500® ETF 3.63M (1.18%) -8.97K
Decreased by -0.25%
Mar 31, 26
16 Hartford Dividend and Growth Y 3.54M (1.15%) 437.54K
Increased by +12.37%
Jul 31, 25
17 iShares Select Dividend ETF 3.50M (1.14%) 0.00
Increased by 0.00%
Mar 31, 26
18 Vanguard Windsor II Inv 3.21M (1.04%) 230.30K
Increased by +7.18%
Dec 31, 25
19 First Trust Rising Dividend Achiev ETF 3.06M (1.00%) 5.46K
Increased by +0.18%
Feb 27, 25
20 Vanguard Windsor™ II Inv 2.98M (0.97%) 2.22M
Increased by +74.69%
Jun 30, 25