A Daily Network publication
Explore the network
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 7, 2026The Morning Brief →Sign in

Who holds BRBROADRIDGE FINANCIAL SOLUTIONS

44 funds on our shelf carry BROADRIDGE FINANCIAL SOLUTIONS — heaviest hand: MVAL at 4.39% of its book.

FundWeightFund assetsShares held
MVALVanEck Morningstar Wide Moat Value ETF4.39%—506
FDIQInvesco Bloomberg Financial Data Providers ETF4.09%—9,983
MOATVanEck Morningstar Wide Moat ETFINDEX2.46%$11.4B1,767,930
QDIVGlobal X S&P 500 Quality Dividend ETFINDEX2.14%$28M3,807
RUNNRunning Oak Efficient Growth ETF1.91%—43,875
RSPNInvesco S&P 500 Equal Weight Industrials PortfolioINDEX1.15%$721M52,316
DIVBiShares U.S. Dividend and Buyback ETFINDEX1.02%$2B128,596
ONEYState Street SPDR Russell 1000 Yield Focus ETFINDEX0.55%$618M21,724
ONEVState Street SPDR Russell 1000 Low Volatility Focus ETFINDEX0.55%$270M9,338
LGLVState Street SPDR US Large Cap Low Volatility Index ETFINDEX0.49%$1.1B40,401
DDDDYieldMax U.S. Stocks Target Double Distribution ETF0.48%—216
AUSFGlobal X Adaptive U.S. Factor ETFINDEX0.38%$298M20,531
ESMViShares ESG MSCI USA Min Vol Factor ETFINDEX0.34%$8M170
IYFiShares U.S. Financials ETFINDEX0.30%$3.8B70,893
VISVanguard Industrials Index FundINDEX0.30%$5.5B142,533
XLIIndustrial Select Sector SPDR FundINDEX0.27%$30.9B679,021
IMCViShares Morningstar Mid-Cap Value ETFINDEX0.26%$1.1B18,938
VOTVanguard Mid-Cap Growth Index FundINDEX0.24%$13.8B444,256
EVUSIshares ESG Aware MSCI USA Value ETFINDEX0.23%$381M5,558
VBRVanguard Small Cap Value Index FundINDEX0.23%$30.1B845,019
HDViShares Core High Dividend ETFINDEX0.22%$14.6B206,425
UXIProShares Ultra IndustrialsINDEX0.21%$26M397
SIZEiShares MSCI USA Size Factor ETFINDEX0.21%$425M5,570
SUSAiShares MSCI USA ESG Select ETFINDEX0.20%$4.1B51,768
XTiShares Exponential Technologies ETFINDEX0.19%$4.1B48,335
SPHQInvesco S&P 500 Quality ETFINDEX0.19%$19B220,525
IWSiShares Russell Mid-Cap Value ETFINDEX0.18%$15.2B173,556
EXIiShares Global Industrials ETFINDEX0.18%$1.5B16,893
ESGUiShares ESG Aware MSCI USA ETFINDEX0.14%$18.2B165,969
IWRiShares Russell Mid-Cap ETFINDEX0.13%$56.3B476,355
TECBiShares U.S. Tech Breakthrough Multisector ETFINDEX0.11%$520M3,761
VIGVanguard Div Appreciation ETFINDEX0.09%$84.8B654,702
DGROiShares Core Dividend Growth ETFINDEX0.09%$42.4B254,117
VYMVanguard High Dividend Yield Index FundINDEX0.08%$58.1B467,502
OMFLInvesco Russell 1000 Dynamic Multifactor ETFACTIVE0.08%$4.8B23,762
SPDGState Street SPDR Portfolio S&P Sector Neutral Dividend ETFINDEX0.08%$13M62
USXFiShares ESG Advanced MSCI USA ETFINDEX0.07%$1.5B6,665
PFMInvesco Dividend Achievers ETFINDEX0.07%$778M3,294
SHEState Street SPDR MSCI USA Gender Diversity ETFINDEX0.07%$334M1,381
AQLTiShares MSCI Global Quality Factor ETF0.06%—1,243
SUSLiShares ESG MSCI USA Leaders ETFINDEX0.05%$1.2B4,069
DSIiShares MSCI KLD 400 Social ETFINDEX0.05%$5.6B17,705
ILCViShares Morningstar Value ETFINDEX0.05%$1.3B4,449
NZACState Street SPDR MSCI ACWI Climate Paris Aligned ETFINDEX0.05%$197M576

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.