Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.86%
2 RSPC 4.49%
3 MNA 4.29%
4 UTRN 4.08%
5 SDEI 3.89%
6 DIVC 3.33%
7 BVNSC 3.27%
8 DIVY 3.13%
9 VFLO 2.69%
10 SDOG 2.16%
11 FCFY 2.14%
12 XLC 2.14%
13 SMRI 2.13%
14 CALF 2.01%
15 HCOW 2.00%
16 COWS 1.99%
17 KNGZ 1.98%
18 RNDV 1.98%
19 RDVY 1.87%
20 SPDV 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.81M (12.44%) 344.65K
Increased by +1.45%
Jun 30, 25
2 BlackRock Inc 20.37M (10.64%) 949.03K
Increased by +4.66%
Mar 31, 25
3 State Street Corp 16.59M (8.66%) 2.07M
Increased by +12.46%
Mar 31, 25
4 State Street Corporation 12.78M (6.68%) 842.36K
Increased by +6.59%
Mar 31, 24
5 Massachusetts Financial Services Company 7.87M (4.11%) 691.56K
Increased by +8.79%
Jun 30, 25
6 Fidelity International Ltd 5.40M (2.82%) -148.96K
Decreased by -2.76%
Mar 31, 25
7 Geode Capital Management, LLC 5.29M (2.76%) 138.81K
Increased by +2.62%
Mar 31, 25
8 Boston Partners Global Investors, Inc 4.88M (2.55%) 762.87K
Increased by +15.63%
Mar 31, 25
9 Wellington Management Company LLP 4.82M (2.51%) 333.77K
Increased by +6.93%
Jun 30, 25
10 Charles Schwab Investment Management Inc 4.51M (2.36%) 1.26M
Increased by +27.80%
Jun 30, 25
11 Bank of New York Mellon Corp 4.01M (2.10%) -2.70M
Decreased by -67.27%
Mar 31, 25
12 Baird Financial Group, Inc. 3.90M (2.03%) 1.20M
Increased by +30.79%
Mar 31, 25
13 First Trust Advisors L.P. 3.88M (2.03%) 747.58K
Increased by +19.25%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 3.66M (1.91%) 712.27K
Increased by +19.48%
Mar 31, 25
15 Goldman Sachs Group Inc 3.55M (1.85%) 581.22K
Increased by +16.39%
Jun 30, 25
16 Beutel, Goodman & Company Ltd. 3.42M (1.79%) 19.27K
Increased by +0.56%
Mar 31, 25
17 Citadel Advisors Llc 2.93M (1.53%) -766.89K
Decreased by -26.16%
Sep 30, 23
18 Capital Research Global Investors 2.92M (1.52%) 7.37K
Increased by +0.25%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 2.86M (1.49%) -320.34K
Decreased by -11.20%
Jun 30, 25
20 JPMorgan Chase & Co 2.85M (1.49%) 704.27K
Increased by +24.70%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 NYLI Merger Arbitrage ETF 10.87M (5.68%) 0.00
Increased by 0.00%
May 30, 25
2 The Comm Svcs Sel Sect SPDR® ETF 6.68M (3.49%) 7.53K
Increased by +0.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 6.19M (3.23%) 4.37K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.13M (3.20%) -130.96K
Decreased by -2.14%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 5.59M (2.92%) 41.60K
Increased by +0.74%
May 31, 25
6 Communication Services Sel Sect SPDR®ETF 5.05M (2.64%) -3.47K
Decreased by -0.07%
Apr 30, 24
7 Vanguard 500 Index Investor 4.83M (2.52%) -707.58K
Decreased by -14.65%
Jul 31, 25
8 L46 Fidelity Global Dividend 3.98M (2.08%) 3.32K
Increased by +0.08%
Feb 28, 25
9 Hartford Dividend and Growth Y 3.10M (1.62%) -513.18K
Decreased by -16.55%
Jun 30, 25
10 First Trust Rising Dividend Achiev ETF 3.06M (1.60%) 5.46K
Increased by +0.18%
Feb 27, 25
11 Vanguard Windsor™ II Inv 2.98M (1.56%) 2.22M
Increased by +74.69%
Jun 30, 25
12 Fidelity Global Dividend I-Acc-EUR 2.66M (1.39%) -955.48K
Decreased by -35.98%
Jun 30, 25
13 iShares Select Dividend ETF 2.58M (1.35%) -1.76K
Decreased by -0.07%
Jul 31, 25
14 Vanguard Equity-Income Inv 2.53M (1.32%) -48.56K
Decreased by -1.92%
Dec 31, 24
15 Fidelity 500 Index 2.47M (1.29%) -6.71K
Decreased by -0.27%
Jun 30, 25
16 SPDR® S&P 500 ETF 2.43M (1.27%) -35.65K
Decreased by -1.47%
Mar 31, 25
17 SPDR® S&P 500® ETF 2.39M (1.25%) 10.23K
Increased by +0.43%
Jul 31, 25
18 Vanguard Small Cap Index 2.37M (1.24%) -15.31K
Decreased by -0.65%
Jul 31, 25
19 SPDR® S&P 500® ETF Trust 2.36M (1.23%) -12.42K
Decreased by -0.53%
Mar 31, 25
20 SPDR® S&P 500 ETF Trust 2.34M (1.22%) 5.31K
Increased by +0.23%
Apr 30, 24