Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVY 4.94%
2 EWCO 4.86%
3 SHRY 4.60%
4 RSPC 4.55%
5 MNA 4.29%
6 UTRN 4.08%
7 XLC 4.00%
8 SDEI 3.89%
9 DIVC 3.33%
10 BVNSC 3.27%
11 ERNZ 3.22%
12 LTL 2.89%
13 FLOW 2.15%
14 SMRI 2.04%
15 BSMC 2.04%
16 UDI 2.03%
17 BEDY 1.98%
18 FCFY 1.95%
19 VFLO 1.90%
20 SDOG 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.81M (12.49%) 344.65K
Increased by +1.45%
Jun 30, 25
2 BlackRock Inc 20.41M (10.71%) 36.52K
Increased by +0.18%
Jun 30, 25
3 State Street Corp 14.56M (7.64%) -2.03M
Decreased by -13.91%
Jun 30, 25
4 State Street Corporation 12.78M (6.71%) 842.36K
Increased by +6.59%
Mar 31, 24
5 Massachusetts Financial Services Company 7.87M (4.13%) 691.56K
Increased by +8.79%
Jun 30, 25
6 JPMorgan Chase & Co 6.21M (3.26%) 3.36M
Increased by +54.11%
Jun 30, 25
7 Geode Capital Management, LLC 5.34M (2.80%) 48.87K
Increased by +0.92%
Jun 30, 25
8 Hotchkis & Wiley Capital Management LLC 5.16M (2.71%) 4.20M
Increased by +81.37%
Jun 30, 25
9 Wellington Management Company LLP 4.82M (2.53%) 333.77K
Increased by +6.93%
Jun 30, 25
10 Charles Schwab Investment Management Inc 4.51M (2.37%) 1.26M
Increased by +27.80%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 4.24M (2.22%) 580.36K
Increased by +13.70%
Jun 30, 25
12 Baird Financial Group, Inc. 4.13M (2.17%) 236.59K
Increased by +5.72%
Jun 30, 25
13 First Trust Advisors L.P. 3.88M (2.04%) 747.58K
Increased by +19.25%
Dec 31, 24
14 Bank of New York Mellon Corp 3.83M (2.01%) -182.34K
Decreased by -4.76%
Jun 30, 25
15 Fidelity International Ltd 3.62M (1.90%) -1.78M
Decreased by -49.23%
Jun 30, 25
16 Goldman Sachs Group Inc 3.55M (1.86%) 581.22K
Increased by +16.39%
Jun 30, 25
17 Beutel, Goodman & Company Ltd. 3.33M (1.75%) -87.17K
Decreased by -2.61%
Jun 30, 25
18 Boston Partners Global Investors, Inc 3.10M (1.63%) -1.78M
Decreased by -57.34%
Jun 30, 25
19 Citadel Advisors Llc 2.93M (1.54%) -766.89K
Decreased by -26.16%
Sep 30, 23
20 Capital Research Global Investors 2.92M (1.53%) 7.37K
Increased by +0.25%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 NYLI Merger Arbitrage ETF 10.87M (5.71%) 0.00
Increased by 0.00%
May 30, 25
2 The Comm Svcs Sel Sect SPDR® ETF 6.84M (3.59%) 43.94K
Increased by +0.64%
Aug 29, 25
3 Vanguard US Total Market Shares ETF 6.19M (3.25%) 4.37K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.13M (3.22%) -130.96K
Decreased by -2.14%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 5.59M (2.93%) 41.60K
Increased by +0.74%
May 31, 25
6 Communication Services Sel Sect SPDR®ETF 5.05M (2.65%) -3.47K
Decreased by -0.07%
Apr 30, 24
7 Vanguard 500 Index Investor 4.83M (2.53%) -707.58K
Decreased by -14.65%
Jul 31, 25
8 L46 Fidelity Global Dividend 3.98M (2.09%) 3.32K
Increased by +0.08%
Feb 28, 25
9 Hartford Dividend and Growth Y 3.54M (1.86%) 437.54K
Increased by +12.37%
Jul 31, 25
10 First Trust Rising Dividend Achiev ETF 3.06M (1.61%) 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 First Eagle Global A 2.97M (1.56%) 2.97M
Increased by +100.00%
Jul 31, 25
13 iShares Select Dividend ETF 2.58M (1.35%) 0.00
Increased by 0.00%
Aug 31, 25
14 Fidelity Global Dividend I-Acc-EUR 2.57M (1.35%) -90.49K
Decreased by -3.53%
Jul 31, 25
15 Vanguard Equity-Income Inv 2.53M (1.33%) -48.56K
Decreased by -1.92%
Dec 31, 24
16 Fidelity 500 Index 2.47M (1.30%) 1.03K
Increased by +0.04%
Jul 31, 25
17 SPDR® S&P 500 ETF 2.43M (1.27%) -35.65K
Decreased by -1.47%
Mar 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 (1.24%) -12.42K
Decreased by -0.53%
Mar 31, 25
20 SPDR® S&P 500® ETF 2.36M (1.24%) 29.09K
Increased by +1.23%
Aug 31, 25