Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.86%
2 SHRY 4.74%
3 RSPC 4.46%
4 XLC 4.36%
5 MNA 4.29%
6 DIVY 4.18%
7 UTRN 4.08%
8 SDEI 3.89%
9 DIVC 3.33%
10 BVNSC 3.27%
11 ERNZ 3.22%
12 GAUD 3.07%
13 VFLO 2.97%
14 LTL 2.70%
15 FCFY 2.52%
16 BEDY 2.51%
17 KNGZ 2.45%
18 WLDR 2.28%
19 COWS 1.96%
20 UDI 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.93M (13.79%) -65.74K
Decreased by -0.17%
Dec 31, 25
2 BlackRock Inc 29.50M (10.45%) 315.43K
Increased by +1.07%
Mar 31, 26
3 State Street Corp 27.76M (9.83%) 4.08M
Increased by +14.71%
Mar 31, 26
4 Vanguard Capital Management, LLC 20.30M (7.19%) 20.30M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 14.84M (5.26%) 14.84M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 12.78M (4.53%) 842.36K
Increased by +6.59%
Mar 31, 24
7 Bank of New York Mellon Corp 12.10M (4.28%) 814.33K
Increased by +6.73%
Mar 31, 26
8 JPMorgan Chase & Co 12.03M (4.26%) 1.47M
Increased by +12.20%
Mar 31, 26
9 Geode Capital Management, LLC 9.31M (3.30%) 735.84K
Increased by +7.90%
Mar 31, 26
10 Massachusetts Financial Services Company 8.74M (3.09%) 866.23K
Increased by +9.91%
Mar 31, 26
11 Arnhold & S. Bleichroeder Advisers, LLC 7.30M (2.59%) 951.08K
Increased by +13.02%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 6.93M (2.45%) 2.16M
Increased by +31.12%
Mar 31, 26
13 Capital Research Global Investors 6.70M (2.37%) 2.00M
Increased by +29.93%
Mar 31, 26
14 Charles Schwab Investment Management Inc 6.36M (2.25%) 24.79K
Increased by +0.39%
Mar 31, 26
15 FMR Inc 6.01M (2.13%) 1.63M
Increased by +27.16%
Mar 31, 26
16 Hotchkis & Wiley Capital Management LLC 5.38M (1.90%) -142.02K
Decreased by -2.64%
Mar 31, 26
17 Wellington Management Company LLP 5.20M (1.84%) -433.66K
Decreased by -8.34%
Dec 31, 25
18 Canada Pension Plan Investment Board 5.17M (1.83%) -251.30K
Decreased by -4.86%
Dec 31, 25
19 Baird Financial Group, Inc. 4.71M (1.67%) 355.71K
Increased by +7.55%
Mar 31, 26
20 AQR Capital Management LLC 4.42M (1.57%) 719.15K
Increased by +16.25%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 State Street® CommServSelSectSPDR®ETF 14.04M (4.97%) 22.70K
Increased by +0.16%
May 29, 26
2 NYLI Merger Arbitrage ETF 10.87M (3.85%) 0.00
Increased by 0.00%
May 30, 25
3 Vanguard Total Stock Mkt Idx Inv 9.88M (3.50%) 23.98K
Increased by +0.24%
Apr 30, 26
4 Vanguard 500 Index Investor 8.16M (2.89%) 146.23K
Increased by +1.79%
Apr 30, 26
5 Vanguard Small Cap Index 7.15M (2.53%) -7.19K
Decreased by -0.10%
Apr 30, 26
6 The Comm Svcs Sel Sect SPDR® ETF 6.84M (2.42%) 43.94K
Increased by +0.64%
Aug 29, 25
7 Vanguard US Total Market Shares ETF 6.19M (2.19%) 4.37K
Increased by +0.07%
Sep 30, 24
8 Vanguard Institutional 500 Index Trust 5.59M (1.98%) 41.60K
Increased by +0.74%
May 31, 25
9 First Eagle Global A 5.16M (1.83%) 0.00
Increased by 0.00%
Apr 30, 26
10 Communication Services Sel Sect SPDR®ETF 5.05M (1.79%) -3.47K
Decreased by -0.07%
Apr 30, 24
11 Vanguard Small Cap Value Index Inv 4.57M (1.62%) 7.00K
Increased by +0.15%
Apr 30, 26
12 iShares Core S&P 500 ETF 4.15M (1.47%) 12.70K
Increased by +0.31%
May 29, 26
13 Fidelity 500 Index 4.03M (1.43%) 13.90K
Increased by +0.34%
Apr 30, 26
14 L46 Fidelity Global Dividend 3.98M (1.41%) 3.32K
Increased by +0.08%
Feb 28, 25
15 State Street® SPDR® S&P 500® ETF 3.77M (1.34%) 5.12K
Increased by +0.14%
May 29, 26
16 Hartford Dividend and Growth Y 3.54M (1.25%) 437.54K
Increased by +12.37%
Jul 31, 25
17 iShares Select Dividend ETF 3.50M (1.24%) 21.28K
Increased by +0.61%
May 29, 26
18 Vanguard Windsor II Inv 3.21M (1.14%) 0.00
Increased by 0.00%
Mar 31, 26
19 First Trust Rising Dividend Achiev ETF 3.06M (1.08%) 5.46K
Increased by +0.18%
Feb 27, 25
20 Vanguard Windsor™ II Inv 2.98M (1.05%) 2.22M
Increased by +74.69%
Jun 30, 25