Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 5.36%
2 RSPC 5.30%
3 EWCO 4.86%
4 XLC 4.36%
5 MNA 4.29%
6 DIVY 4.10%
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 BEDY 2.88%
14 KNGZ 2.82%
15 CAMX 2.81%
16 FCFY 2.73%
17 LTL 2.72%
18 WLDR 2.38%
19 VFLO 2.24%
20 DEMZ 2.22%

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 NYLI Merger Arbitrage ETF 10.87M (3.85%) 0.00
Increased by 0.00%
May 30, 25
2 Vanguard Total Stock Mkt Idx Inv 9.05M (3.21%) -827.92K
Decreased by -9.15%
Jun 30, 26
3 State Street® CommServSelSectSPDR®ETF 7.65M (2.71%) -20.30K
Decreased by -0.27%
Jun 30, 26
4 Vanguard 500 Index Investor 7.39M (2.62%) -843.06K
Decreased by -11.40%
Jun 30, 26
5 The Comm Svcs Sel Sect SPDR® ETF 6.84M (2.42%) 43.94K
Increased by +0.64%
Aug 29, 25
6 Vanguard Small Cap Index 6.52M (2.31%) -617.07K
Decreased by -9.46%
Jun 30, 26
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%
Jun 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 4.14M (1.47%) -459.41K
Decreased by -11.09%
Jun 30, 26
12 Fidelity 500 Index 4.03M (1.43%) -5.64K
Decreased by -0.14%
May 31, 26
13 L46 Fidelity Global Dividend 3.98M (1.41%) 3.32K
Increased by +0.08%
Feb 28, 25
14 iShares Core S&P 500 ETF 3.93M (1.39%) 12.45K
Increased by +0.32%
Jun 30, 26
15 Hartford Dividend and Growth Y 3.54M (1.25%) 437.54K
Increased by +12.37%
Jul 31, 25
16 iShares Select Dividend ETF 3.52M (1.25%) 0.00
Increased by 0.00%
Jun 30, 26
17 State Street® SPDR® S&P 500® ETF 3.44M (1.22%) -44.88K
Decreased by -1.30%
Jun 30, 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