# Which ETFs hold Moody's (MCO)?

289 US stock ETFs hold Moody's (MCO). 110 of them report MCO in issuer files dated 2026-08-31 to 2026-10-13, and 179 in their latest SEC filing, for periods ended 2026-05-29 to 2026-07-31. Among them, AKRE gives MCO the largest weight, 6.94% (SEC filing for the period ended 2026-07-31). One more fund lists a short position in MCO. 12 derivative-based funds, two multi-asset funds, one fixed income fund and one fund read from its sponsor's file also hold MCO outright and are listed apart; TOAO gives it the most weight among them, 2.53% (SEC filing for the period ended 2026-05-31).

Moody's, Financial Exchanges & Data, $80B market cap. Held by 289 US stock ETFs: 110 in issuer files, 179 in SEC filings. 16 other ETFs holding it outright are listed apart.

Canonical page: https://tickerinside.com/stock/mco/
Holdings from each issuer's latest file, dated 2026-08-31 to 2026-10-13, and from each other ETF's latest SEC filing, for periods ended 2026-05-29 to 2026-07-31. Prices through 2026-10-13.
Licence: CC BY 4.0, attribution to TickerInside. Measurements, not investment advice.

No covered fund makes MCO its largest position; the highest it ranks is #6, in IAI. The median weight across the 289 holders is 0.15%: one of them carries it above 5% and 252 keep it under 1%. Of the 311 covered funds with 500 or more positions, 103 hold MCO, at weights from under 0.01% to 0.46%.

Over three years MCO returned 55.7%, with a worst fall of 22.9% and annualised volatility of 26.1%; its beta against SPY over the same weeks is 1.09. Its best calendar year in the data is 2023 at +41.5% and its worst 2022 at -28.0%.

## Is MCO in VOO, SPY, IVV, QQQ, VTI, SCHD, XLF, VFH or AKRE?

MCO is in 7 of these 9 funds; AKRE gives it the most weight, 6.94% (SEC filing for the period ended 2026-07-31), and QQQ and SCHD do not hold it.

| ETF | Name | Weight | Rank in the ETF | Holdings dated |
| --- | --- | --- | --- | --- |
| VOO | Vanguard S&P 500 ETF | 0.11% | #159 of 503 | Vanguard file, 2026-08-31 |
| SPY | SPDR S&P 500 ETF Trust | 0.10% | #168 of 504 | SPDR file, 2026-10-12 |
| IVV | iShares Core S&P 500 ETF | 0.10% | #168 of 504 | iShares file, 2026-10-12 |
| QQQ | Invesco QQQ Trust | not held | 101 positions | Invesco file, 2026-10-12 |
| VTI | Vanguard Total Stock Market ETF | 0.10% | #162 of 3458 | Vanguard file, 2026-08-31 |
| SCHD | Schwab US Dividend Equity ETF | not held | 99 positions | SEC filing, 2026-05-31 |
| XLF | Financial Select Sector SPDR Fund | 0.90% | #26 of 77 | SPDR file, 2026-10-12 |
| VFH | Vanguard Financials ETF | 0.85% | #26 of 424 | Vanguard file, 2026-08-31 |
| AKRE | Akre Focus ETF | 6.94% | #8 of 17 | SEC filing, 2026-07-31 |

## Which ETFs hold MCO in their issuer files, and at what weight?

110 funds report MCO in their own issuer files, dated 2026-08-31 to 2026-10-13; IAI gives it the most weight, 4.77%. One more lists it as a short position.

| Rank | ETF | Name | Weight | Issuer file |
| --- | --- | --- | --- | --- |
| 1 | IAI | iShares U.S. Broker-Dealers & Securities Exchanges ETF | 4.77% | 2026-10-12 |
| 2 | FDIQ | Invesco Bloomberg Financial Data Providers ETF | 4.20% | 2026-10-12 |
| 3 | KCE | State Street SPDR S&P Capital Markets ETF | 1.65% | 2026-10-12 |
| 4 | IETC | iShares U.S. Tech Independence Focused ETF | 1.37% | 2026-10-12 |
| 5 | RSPF | Invesco S&P 500 Equal Weight Financials ETF | 1.36% | 2026-10-12 |
| 6 | SPGP | Invesco S&P 500 GARP ETF | 1.13% | 2026-10-12 |
| 7 | IYF | iShares U.S. Financials ETF | 1.13% | 2026-10-12 |
| 8 | IYG | iShares U.S. Financial Services ETF | 1.00% | 2026-10-12 |
| 9 | IMCG | iShares Morningstar Mid-Cap Growth ETF | 0.95% | 2026-10-12 |
| 10 | SPHQ | Invesco S&P 500 Quality ETF | 0.95% | 2026-10-12 |
| 11 | XLF | Financial Select Sector SPDR Fund | 0.90% | 2026-10-12 |
| 12 | VFH | Vanguard Financials ETF | 0.85% | 2026-08-31 |
| 13 | RSPE | Invesco ESG S&P 500 Equal Weight ETF | 0.55% | 2026-10-12 |
| 14 | IMCB | iShares Morningstar Mid-Cap ETF | 0.49% | 2026-10-12 |
| 15 | IXG | iShares Global Financials ETF | 0.46% | 2026-10-12 |
| 16 | OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.46% | 2026-10-12 |
| 17 | EGUS | iShares ESG Aware MSCI USA Growth ETF | 0.46% | 2026-10-12 |
| 18 | MGK | Vanguard Morningstar Mega Cap Growth ETF | 0.43% | 2026-08-31 |
| 19 | XOEF | iShares S&P 500 ex S&P 100 ETF | 0.41% | 2026-10-12 |
| 20 | PABU | iShares Paris-Aligned Climate Optimized MSCI USA ETF | 0.39% | 2026-10-12 |
| 21 | SUSA | iShares ESG Optimized MSCI USA ETF | 0.36% | 2026-10-12 |
| 22 | VFMF | Vanguard U.S. Multifactor ETF | 0.34% | 2026-10-13 |
| 23 | VIG | Vanguard Dividend Appreciation ETF | 0.33% | 2026-08-31 |
| 24 | QUAL | iShares MSCI USA Quality Factor ETF | 0.29% | 2026-10-12 |
| 25 | PFM | Invesco Dividend AchieversTM ETF | 0.29% | 2026-10-12 |
| 26 | USXF | iShares ESG Advanced MSCI USA ETF | 0.28% | 2026-10-12 |
| 27 | CPTL | Global X Morningstar Capital Allocation Leaders ETF | 0.25% | 2026-10-12 |
| 28 | VUG | Vanguard Growth ETF | 0.22% | 2026-08-31 |
| 29 | AQLT | iShares MSCI Global Quality Factor ETF | 0.22% | 2026-10-12 |
| 30 | ILCG | iShares Morningstar Growth ETF | 0.21% | 2026-10-12 |
| 31 | THRO | iShares U.S. Thematic Rotation Active ETF | 0.21% | 2026-10-12 |
| 32 | RSP | Invesco S&P 500 Equal Weight ETF | 0.20% | 2026-10-12 |
| 33 | SUSL | iShares ESG MSCI USA Leaders ETF | 0.20% | 2026-10-12 |
| 34 | SIZE | iShares MSCI USA Size Factor ETF | 0.20% | 2026-10-12 |
| 35 | EUSA | iShares MSCI USA Equal Weighted ETF | 0.19% | 2026-10-12 |
| 36 | DSI | iShares ESG MSCI KLD 400 ETF | 0.19% | 2026-10-12 |
| 37 | NZAC | State Street SPDR MSCI ACWI Climate Paris Aligned ETF | 0.18% | 2026-10-12 |
| 38 | EGLE | Global X S&P 500 U.S. Revenue Leaders ETF | 0.17% | 2026-10-12 |
| 39 | EFIV | State Street SPDR S&P 500 ESG ETF | 0.17% | 2026-10-12 |
| 40 | KLMN | Invesco MSCI North America Climate ETF | 0.16% | 2026-10-12 |
| 41 | QUS | State Street SPDR MSCI USA StrategicFactors℠ ETF | 0.16% | 2026-10-12 |
| 42 | ESGU | iShares ESG Aware MSCI USA ETF | 0.15% | 2026-10-12 |
| 43 | RSPA | Invesco S&P 500 Equal Weight Income Advantage ETF | 0.15% | 2026-10-12 |
| 44 | IWX | iShares Russell Top 200 Value ETF | 0.14% | 2026-10-12 |
| 45 | MGC | Vanguard Morningstar Mega Cap ETF | 0.14% | 2026-08-31 |
| 46 | QVML | Invesco S&P 500 QVM Multi-factor ETF | 0.14% | 2026-10-12 |
| 47 | DGRO | iShares Core Dividend Growth ETF | 0.13% | 2026-10-12 |
| 48 | VOOV | Vanguard S&P 500 Value ETF | 0.13% | 2026-08-31 |
| 49 | USCL | iShares Climate Conscious & Transition MSCI USA ETF | 0.13% | 2026-10-12 |
| 50 | TOPC | iShares S&P 500 3% Capped ETF | 0.13% | 2026-10-12 |
| 51 | XVV | iShares ESG Select Screened S&P 500 ETF | 0.12% | 2026-10-12 |
| 52 | SPYV | SPDR Portfolio S&P 500 Value ETF | 0.12% | 2026-10-12 |
| 53 | IVE | iShares S&P 500 Value ETF | 0.12% | 2026-10-12 |
| 54 | IWL | iShares Russell Top 200 ETF | 0.12% | 2026-10-12 |
| 55 | CATH | Global X S&P 500 Catholic Values ETF | 0.12% | 2026-10-12 |
| 56 | ESGV | Vanguard ESG U.S. Stock ETF | 0.12% | 2026-10-13 |
| 57 | IUSV | iShares Core S&P U.S. Value ETF | 0.12% | 2026-10-12 |
| 58 | VV | Vanguard Morningstar Large-Cap ETF | 0.12% | 2026-08-31 |
| 59 | IWY | iShares Russell Top 200 Growth ETF | 0.12% | 2026-10-12 |
| 60 | VOO | Vanguard S&P 500 ETF | 0.11% | 2026-08-31 |
| 61 | KLMT | Invesco MSCI Global Climate 500 ETF | 0.11% | 2026-10-12 |
| 62 | CHRI | Global X S&P 500 Christian Values ETF | 0.11% | 2026-10-12 |
| 63 | GXLC | Global X U.S. 500 ETF | 0.11% | 2026-10-12 |
| 64 | XYLD | Global X S&P 500 Covered Call ETF | 0.11% | 2026-10-13 |
| 65 | XYLG | Global X S&P 500 Covered Call & Growth ETF | 0.11% | 2026-10-12 |
| 66 | VONV | Vanguard Russell 1000 Value ETF | 0.11% | 2026-08-31 |
| 67 | SPYX | State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.11% | 2026-10-12 |
| 68 | VONE | Vanguard Russell 1000 ETF | 0.11% | 2026-08-31 |
| 69 | IVVW | iShares S&P 500 BuyWrite ETF | 0.11% | 2026-10-12 |
| 70 | VONG | Vanguard Russell 1000 Growth ETF | 0.11% | 2026-08-31 |
| 71 | PBUS | Invesco MSCI USA ETF | 0.10% | 2026-10-12 |
| 72 | SPY | SPDR S&P 500 ETF Trust | 0.10% | 2026-10-12 |
| 73 | SPYM | State Street SPDR Portfolio S&P 500 ETF | 0.10% | 2026-10-12 |
| 74 | IVV | iShares Core S&P 500 ETF | 0.10% | 2026-10-12 |
| 75 | MLRG | iShares MSCI USA ETF | 0.10% | 2026-10-12 |
| 76 | VTHR | Vanguard Russell 3000 ETF | 0.10% | 2026-08-31 |
| 77 | IWD | iShares Russell 1000 Value ETF | 0.10% | 2026-10-12 |
| 78 | VTI | Vanguard Total Stock Market ETF | 0.10% | 2026-08-31 |
| 79 | VOOG | Vanguard S&P 500 Growth ETF | 0.10% | 2026-08-31 |
| 80 | ONOF | Global X Adaptive U.S. Risk Management ETF | 0.10% | 2026-10-12 |
| 81 | XCLR | Global X S&P 500 Collar 95-110 ETF | 0.10% | 2026-10-08 |
| 82 | XRMI | Global X S&P 500 Risk Managed Income ETF | 0.10% | 2026-10-12 |
| 83 | XTR | Global X S&P 500 Tail Risk ETF | 0.10% | 2026-10-12 |
| 84 | ILCB | iShares Morningstar U.S. Equity ETF | 0.10% | 2026-10-01 |
| 85 | IUS | Invesco RAFI Strategic US ETF | 0.10% | 2026-10-12 |
| 86 | IWB | iShares Russell 1000 ETF | 0.10% | 2026-10-12 |
| 87 | QWLD | State Street SPDR MSCI World StrategicFactors℠ ETF | 0.10% | 2026-10-12 |
| 88 | IYY | iShares Dow Jones U.S. ETF | 0.10% | 2026-10-12 |
| 89 | SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.09% | 2026-10-12 |
| 90 | IWF | iShares Russell 1000 Growth ETF | 0.09% | 2026-10-12 |
| 91 | IWV | iShares Russell 3000 ETF | 0.09% | 2026-10-12 |
| 92 | ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.09% | 2026-10-12 |
| 93 | ONEO | State Street SPDR Russell 1000 Momentum Focus ETF | 0.09% | 2026-10-12 |
| 94 | SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.09% | 2026-10-12 |
| 95 | IVW | iShares S&P 500 Growth ETF | 0.09% | 2026-10-12 |
| 96 | IUSG | iShares Core S&P U.S. Growth ETF | 0.09% | 2026-10-12 |
| 97 | TOK | iShares MSCI Kokusai ETF | 0.08% | 2026-10-12 |
| 98 | LCTU | iShares U.S. Carbon Transition Readiness Aware Active ETF | 0.08% | 2026-10-12 |
| 99 | URTH | iShares MSCI World ETF | 0.08% | 2026-10-12 |
| 100 | ACWI | iShares MSCI ACWI ETF | 0.07% | 2026-10-12 |
| 101 | EQAL | Invesco Russell 1000 Equal Weight ETF | 0.07% | 2026-10-12 |
| 102 | VT | Vanguard Total World Stock ETF | 0.06% | 2026-08-31 |
| 103 | INRO | iShares U.S. Industry Rotation Active ETF | 0.06% | 2026-10-12 |
| 104 | PRF | Invesco RAFI US 1000 ETF | 0.05% | 2026-10-12 |
| 105 | CRBN | iShares Low Carbon Optimized MSCI ACWI ETF | 0.04% | 2026-10-12 |
| 106 | RWL | Invesco S&P 500 Revenue ETF | 0.04% | 2026-10-12 |
| 107 | GLOF | iShares Global Equity Factor ETF | 0.03% | 2026-10-12 |
| 108 | MMTM | State Street SPDR S&P 1500 Momentum Tilt ETF | 0.02% | 2026-10-12 |
| 109 | VLU | State Street SPDR S&P 1500 Value Tilt ETF | 0.02% | 2026-10-12 |
| 110 | SPGM | State Street SPDR Portfolio MSCI Global Stock Market ETF | 0.01% | 2026-10-12 |
| 111 | BFLX | iShares Flexible Equity Active ETF | -0.09% | 2026-10-12 |

The same list as JSON: https://tickerinside.com/api/v1/sec/mco.json

## Which ETFs hold MCO in their latest SEC filing?

179 funds hold MCO in their latest Form N-PORT filing with the SEC, for periods ended 2026-05-29 to 2026-07-31; AKRE gives it the most weight, 6.94%.

| ETF | Name | Weight | Period of the filing | Filing |
| --- | --- | --- | --- | --- |
| AKRE | Akre Focus ETF | 6.94% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/811030/000119312526406412/ |
| OMAH | VistaShares Target 15 Berkshire Select Income ETF | 4.59% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1722388/000200032426005386/ |
| GABF | Gabelli Financial Services Opportunities ETF | 4.15% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1748425/000094040026036143/ |
| BCFN | Baron Financials ETF | 3.68% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/2081199/000141036826088295/ |
| CWS | AdvisorShares Focused Equity ETF | 3.67% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1408970/000094040026033024/ |
| GFGF | Guru Favorite Stocks ETF | 2.61% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026003677/ |
| TOLL | Tema Durable Quality ETF | 2.52% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1944285/000119312526323018/ |
| NYNY | Corgi NYC Based ETF | 2.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/2078265/000089418926024807/ |
| SEIQ | SEI Enhanced U.S. Large Cap Quality Factor ETF | 2.07% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1888997/000204825126007482/ |
| BCHP | Principal Focused Blue Chip ETF | 2.06% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1572661/000141036826078772/ |
| FTGS | First Trust Growth Strength ETF | 1.97% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1329377/000094040026033043/ |
| NOEQ | Northern Trust US Equity ETF | 1.93% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/916620/000207169126020626/ |
| GGRW | Gabelli Growth Innovators ETF | 1.84% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1748425/000094040026036133/ |
| FGSI | FT Vest Growth Strength & Target Income ETF | 1.83% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1517936/000094040026038377/ |
| BRIF | FIS Bright Portfolios Focused Equity ETF | 1.82% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/2069687/000089418926022963/ |
| YOKE | YOKE Core ETF | 1.77% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004421/ |
| NPFE | NPF Core Equity ETF | 1.75% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1936157/000193615726000486/ |
| CAML | Congress Large Cap Growth ETF | 1.71% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/811030/000119312526406377/ |
| CARK | CastleArk Large Growth ETF | 1.63% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/890540/000204825126008078/ |
| NULG | Nuveen ESG Large-Cap Growth ETF | 1.54% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1635073/000163507326000483/ |
| ESLG | Eventide Large Cap Growth ETF | 1.49% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1506213/000100472626009412/ |
| FMAG | Fidelity Magellan ETF | 1.37% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/945908/000003540226006180/ |
| THMZ | Lazard Equity Megatrends ETF | 1.37% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/2051630/000141036826084224/ |
| LEAD | Siren DIVCON Leaders Dividend ETF | 1.31% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1796383/000089418926023917/ |
| ESLV | Eventide Large Cap Value ETF | 1.29% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1506213/000100472626009415/ |
| CLCG | Crossmark Large Cap Growth ETF | 1.28% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/2062986/000100371526003607/ |
| DEMZ | Democratic Large Cap Core ETF | 1.19% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1593547/000204825126007246/ |
| ZECP | Zacks Earnings Consistent Portfolio ETF | 1.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1760588/000091047226010783/ |
| LSAF | Leadershares Alphafactor US Core Equity ETF | 1.00% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1552947/000091047226015126/ |
| AOTS | AOT Software Platform ETF | 0.96% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026003636/ |
| DTEC | ALPS Disruptive Technologies ETF | 0.96% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1414040/000104916926001870/ |
| OUSA | ALPS | OShares U.S. Quality Dividend ETF | 0.96% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1414040/000104916926001884/ |
| ESUM | Eventide US Market ETF | 0.93% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1506213/000100472626009410/ |
| VUSE | Vident U.S. Equity Strategy ETF | 0.90% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1540305/000119312526322685/ |
| SURE | AdvisorShares Insider Advantage ETF | 0.83% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1408970/000094040026033027/ |
| FNCL | Fidelity MSCI Financials Index ETF | 0.80% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/945908/000141036826097238/ |
| NULC | Nuveen ESG Large-Cap ETF | 0.70% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1635073/000163507326000473/ |
| FQAL | Fidelity Quality Factor ETF | 0.66% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/945908/000003540226006204/ |
| FTLS | First Trust Long/Short Equity ETF | 0.62% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424212/000094040026038380/ |
| GPT | Intelligent Alpha Atlas ETF | 0.61% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004125/ |
| LCOW | Pacer S&P 500 Quality FCF Aristocrats ETF | 0.52% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029002/ |
| AIVL | WisdomTree U.S. AI Enhanced Value Fund | 0.52% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036283/ |
| DUHP | Dimensional US High Profitability ETF | 0.51% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009181/ |
| STXD | Strive 1000 Dividend Growth ETF | 0.46% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004159/ |
| PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 0.46% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029044/ |
| JSTC | Adasina Social Justice All Cap Global ETF | 0.43% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003224/ |
| PQUS | Pictet AI Enhanced US Equity ETF | 0.39% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1969674/000100371526003146/ |
| FLQL | Franklin U.S. Large Cap Multifactor Index ETF | 0.39% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1655589/000094040026035103/ |
| VSLU | Applied Finance Valuation Large Cap ETF | 0.36% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1771146/000100472626007194/ |
| ACVF | American Conservative Values ETF | 0.36% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1771146/000100472626009289/ |
| JQUA | JPMorgan U.S. Quality Factor ETF | 0.36% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126023568/ |
| FEUS | FlexShares ESG & Climate US Large Cap Core Index Fund | 0.35% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1491978/000207169126023458/ |
| BAMG | Brookstone Growth Stock ETF | 0.35% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1644419/000091047226010773/ |
| TRUF | VanEck Financials TruSector ETF | 0.32% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1137360/000141036826086935/ |
| BFRZ | Innovator Equity Managed 100 Buffer ETF | 0.32% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1415726/000089418926028263/ |
| CDEI | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF | 0.30% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1676326/000207169126018740/ |
| WOMN | Impact Shares Women's Empowerment ETF | 0.28% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1722388/000200032426003834/ |
| FTCE | First Trust New Constructs Core Earnings Leaders ETF | 0.28% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1552740/000094040026032699/ |
| GGUS | Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF | 0.27% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028141/ |
| SNPG | Xtrackers S&P 500 Growth Scored & Screened ETF | 0.27% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028818/ |
| CZAR | Themes Natural Monopoly ETF | 0.26% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1976322/000089418926022852/ |
| QLTY | GMO U.S. Quality ETF | 0.25% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1981627/000141036826076338/ |
| DFVX | Dimensional US Large Cap Vector ETF | 0.25% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009185/ |
| VEGN | US Vegan Climate ETF | 0.24% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1540305/000119312526406992/ |
| TFNS | T. Rowe Price Financials ETF | 0.24% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1795351/000109926326009632/ |
| BFOR | Barrons 400 ETF | 0.24% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1414040/000104916926001865/ |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 0.24% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075030/ |
| DXUV | Dimensional US Vector Equity ETF | 0.24% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009182/ |
| QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.24% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028754/ |
| GSLC | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | 0.23% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028061/ |
| OALC | Oneascent Large Cap Core ETF | 0.23% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1199046/000091047226011109/ |
| IQSU | NYLIM Candriam U.S. Large Cap Equity ETF | 0.22% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1415995/000094040026038560/ |
| DFVE | DoubleLine Fortune 500 Equal Weight ETF | 0.21% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1886172/000207169126018688/ |
| HBTA | Horizon Expedition Plus ETF | 0.21% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1643174/000119312526300743/ |
| STOX | Horizon Core Equity ETF | 0.21% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1643174/000119312526300739/ |
| SFTY | Horizon Managed Risk ETF | 0.20% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1643174/000119312526300747/ |
| MPLY | Monopoly ETF | 0.20% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1506213/000100472626009406/ |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 0.20% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036282/ |
| USSG | Xtrackers MSCI USA Selection Equity ETF | 0.20% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028746/ |
| GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 0.20% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028073/ |
| MODL | VictoryShares WestEnd US Sector ETF | 0.20% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007539/ |
| CFA | VictoryShares US 500 Volatility Wtd ETF | 0.20% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007510/ |
| CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 0.20% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007530/ |
| USEW | Cambria US EW ETF | 0.19% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026003723/ |
| XMAG | Defiance Large Cap ex-Mag 7 ETF | 0.19% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1924868/000200032426003032/ |
| MSLC | Morgan Stanley Pathway Large Cap Equity ETF | 0.18% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/875186/000100371526002821/ |
| NACP | Impact Shares Naacp Minority Empowerment ETF | 0.18% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1722388/000200032426003825/ |
| GQI | Natixis Gateway Quality Income ETF | 0.17% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1526787/000141036826089925/ |
| SNPE | Xtrackers S&P 500 Scored & Screened ETF | 0.17% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028811/ |
| SPXT | ProShares S&P 500 Ex-Technology ETF | 0.17% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017394/ |
| TACU | T. Rowe Price Active Core U.S. Equity ETF | 0.17% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1795351/000109926326009633/ |
| GLBL | Pacer MSCI World Industry Advantage ETF | 0.17% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029009/ |
| DFSU | Dimensional US Sustainability Core 1 ETF | 0.17% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009183/ |
| FINA | Fidelity MSCI North American Subset Index ETF | 0.17% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/945908/000003540226006207/ |
| NBCR | Neuberger Core Equity ETF | 0.17% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1506001/000141036826075463/ |
| BKLG | BNY Mellon US Large Cap Equity Growth ETF | 0.16% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1493580/000094040026038303/ |
| PRXG | Praxis Impact Large Cap Growth ETF | 0.16% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/912900/000089418926022752/ |
| TSPA | T. Rowe Price U.S. Equity Research ETF | 0.16% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1795351/000109926326009618/ |
| OPTZ | Optimize Strategy Index ETF | 0.16% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1970751/000119312526376494/ |
| QGRO | American Century U.S. Quality Growth ETF | 0.15% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526323986/ |
| TNXT | T. Rowe Price Innovation Leaders ETF | 0.15% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1795351/000109926326009634/ |
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 0.15% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028074/ |
| DEUS | Xtrackers Russell US Multifactor ETF | 0.15% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028813/ |
| STXG | Strive 1000 Growth ETF | 0.14% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004162/ |
| DFAU | Dimensional US Core Equity Market ETF | 0.14% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009204/ |
| JHML | John Hancock Multifactor Large Cap ETF | 0.14% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1478482/000147848226000287/ |
| DCOR | Dimensional US Core Equity 1 ETF | 0.13% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009192/ |
| CVLC | Calvert US Large-Cap Core Responsible Index ETF | 0.13% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1676326/000207169126018748/ |
| AVUQ | Avantis U.S. Quality ETF | 0.13% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324020/ |
| USCA | Xtrackers MSCI USA Climate Action Equity ETF | 0.13% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028747/ |
| TCHP | T. Rowe Price Blue Chip Growth ETF | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1795351/000109926326009621/ |
| RAFE | Pimco Rafi ESG U.S. ETF | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1479360/000141036826090111/ |
| VOXP | Vox Populi ETF | 0.12% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1027596/000119312526406592/ |
| DSPY | Tema S&P 500 Historical Weight ETF Strategy | 0.12% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1944285/000119312526323020/ |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036284/ |
| AAEQ | Alpha Architect US Equity 2 ETF | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004070/ |
| AAUA | Alpha Architect US Equity 3 ETF | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004071/ |
| AAUS | Alpha Architect US Equity ETF | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004072/ |
| TOV | JLens 500 Jewish Advocacy U.S. ETF | 0.12% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004416/ |
| VMAX | Hartford US Value ETF | 0.12% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1605803/000141036826101361/ |
| WAMA | WisdomTree U.S. Adaptive Moving Average Fund | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036305/ |
| GSWO | Goldman Sachs ActiveBeta World Equity ETF | 0.12% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028072/ |
| SPXV | ProShares S&P 500 Ex-Health Care ETF | 0.12% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017472/ |
| USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.12% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028744/ |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | 0.11% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1493580/000094040026038310/ |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 0.11% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009214/ |
| PBP | Invesco S&P 500 BuyWrite ETF | 0.11% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1209466/000120946626001440/ |
| BBUS | JPMorgan Betabuilders U.S. Equity ETF | 0.11% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126023533/ |
| PTLC | Pacer Trendpilot US Large Cap ETF | 0.11% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029043/ |
| VOTE | TCW Transform 500 ETF | 0.11% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1831313/000100371526003512/ |
| USPX | Franklin U.S. Equity Index ETF | 0.11% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1655589/000094040026035112/ |
| SPXE | ProShares S&P 500 Ex-Energy ETF | 0.11% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017446/ |
| GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.11% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028137/ |
| DTD | WisdomTree U.S. Total Dividend Fund | 0.11% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036285/ |
| SPYI | NEOS S&P 500(R) High Income ETF | 0.11% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1848758/000089418926023148/ |
| GPIX | Goldman Sachs S&P 500 Premium Income ETF | 0.11% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026034787/ |
| RKSG | Ruk Strategic Growth ETF | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1970751/000119312526377094/ |
| DFUS | Dimensional U.S. Equity Market ETF | 0.10% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009215/ |
| SCHX | Schwab U.S. Large-Cap ETF | 0.10% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075026/ |
| GDE | WisdomTree Efficient Gold Plus Equity Strategy Fund | 0.10% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026028870/ |
| NTSX | WisdomTree U.S. Efficient Core Fund | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036309/ |
| QDPL | Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF | 0.10% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029047/ |
| RAUS | Racwi US ETF | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004148/ |
| GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.10% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1882879/000094040026028124/ |
| SCHK | Schwab 1000 Index ETF | 0.10% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075028/ |
| SCHB | Schwab U.S. Broad Market ETF | 0.10% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075044/ |
| AVSU | Avantis Responsible U.S. Equity ETF | 0.09% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324011/ |
| SFY | Sofi Select 500 ETF | 0.09% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003230/ |
| EEE | Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024016/ |
| XXX | Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024018/ |
| XSPI | NEOS Boosted S&P 500(R) High Income ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1848758/000089418926023153/ |
| STXF | Strive 500 ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004161/ |
| PHDG | Invesco S&P 500 Downside Hedged ETF | 0.09% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1418144/000141814426000465/ |
| HCMT | Direxion HCM Tactical Enhanced US ETF | 0.09% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404430/ |
| SPYH | NEOS S&P 500(R) Hedged Equity Income ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1848758/000089418926023145/ |
| ROUS | Hartford Multifactor US Equity ETF | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1605803/000141036826101393/ |
| AVLC | Avantis U.S. Large Cap Equity ETF | 0.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324099/ |
| BBB | Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF | 0.08% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024017/ |
| AVUS | Avantis U.S. Equity ETF | 0.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324013/ |
| KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.08% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028751/ |
| TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1491978/000207169126023441/ |
| LGH | HCM Defender 500 Index ETF | 0.08% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1537140/000091047226013067/ |
| SPXD | Xtrackers S&P 500 Diversified Sector Weight ETF | 0.07% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028809/ |
| APUE | ActivePassive U.S. Equity ETF | 0.07% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1141819/000119312526320601/ |
| XCHG | AB US Equity ETF | 0.07% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1496608/000141036826074962/ |
| EPS | WisdomTree U.S. LargeCap Fund | 0.07% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036286/ |
| SPUT | Innovator Equity Premium Income - Daily PutWrite ETF | 0.06% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1415726/000089418926028281/ |
| FNDX | Schwab Fundamental U.S. Large Company ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075024/ |
| EQL | ALPS Equal Sector Weight ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1414040/000104916926001875/ |
| DAK | Dakota Active Equity ETF | 0.05% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026003656/ |
| FNDB | Schwab Fundamental U.S. Broad Market ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075039/ |
| DFAL | Dimensional US Large Cap Core Equity Market ETF | 0.05% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009187/ |
| HQGO | Hartford US Quality Growth ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1605803/000141036826101353/ |
| SSPY | Stratified LargeCap Index ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547950/000091047226013046/ |
| GSPY | Gotham Enhanced 500 ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003771/ |
| GEW | Cambria Global EW ETF | 0.03% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026003676/ |
| EBI | Longview Advantage ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1618627/000119312526319465/ |
| MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.02% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1479360/000141036826090097/ |
| AVTM | Avantis Total Equity Markets ETF | under 0.01% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324016/ |

## How many ETFs held MCO each year since 2019?

266 of today's US stock ETFs held MCO in their SEC reports for the second quarter of 2026, against 122 for the fourth quarter of 2019.

| Quarter | ETFs holding it | Largest weight |
| --- | --- | --- |
| Q4 2019 | 122 | CWS 3.97% |
| Q4 2020 | 150 | PFI 3.99% |
| Q4 2021 | 178 | DEMZ 4.13% |
| Q4 2022 | 180 | CWS 4.01% |
| Q4 2023 | 204 | TOLL 5.40% |
| Q4 2024 | 215 | TOLL 5.96% |
| Q4 2025 | 250 | AKRE 7.57% |
| Q2 2026 | 266 | AKRE 6.36% |

MCO in the SEC reports (Form N-PORT) of today's US stock ETFs, Q4 2019 to Q2 2026, every quarter in https://tickerinside.com/api/v1/sec/mco.json (etf_holders_since_2019). How these are counted: https://tickerinside.com/how-the-numbers-are-produced/#sec-history

## Which ETFs have swap, futures or option exposure to MCO?

One fund references MCO through swaps, futures or options in its latest SEC filing: IALT (direction not stated). These figures are notional exposure, in percent of each fund's net assets, not shares held, and none of these funds is counted among the 289 holders of MCO above.

| ETF | Name | Notional exposure, not shares held | Instruments | Period of the filing |
| --- | --- | --- | --- | --- |
| IALT | iShares Systematic Alternatives Active ETF | Direction not stated | swap | 2026-07-31 |

## Which other ETFs hold MCO outright?

12 derivative-based funds, two multi-asset funds, one fixed income fund and one fund read from its sponsor's file hold MCO outright in SEC filings and sponsors' files dated 2026-05-31 to 2026-09-30; TOAO gives it the most weight, 2.53%. None of them is counted among the 289 US stock ETFs above.

| ETF | Name | Kind of ETF | Held outright | Holdings dated | Source |
| --- | --- | --- | --- | --- | --- |
| TOAO | Twin Oak Active Opportunities III ETF | Multi-asset | 2.53% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1618627/000119312526319522/ |
| UYG | ProShares Ultra Financials | Derivative-based | 0.62% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017396/ |
| FAS | Direxion Daily Financial Bull 3X Shares | Derivative-based | 0.60% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404427/ |
| CSM | ProShares Large Cap Core Plus | Derivative-based | 0.20% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017365/ |
| NTSD | WisdomTree Efficient U.S. Plus International Equity Fund | Derivative-based | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036218/ |
| SPUU | Direxion Daily S&P 500 Bull 2X Shares | Derivative-based | 0.10% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404474/ |
| ISPY | ProShares S&P 500 High Income ETF | Derivative-based | 0.09% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017364/ |
| SSS | Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF | Multi-asset | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024015/ |
| SPXL | Direxion Daily S&P 500 Bull 3X Shares | Derivative-based | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404527/ |
| JPFP | JPMorgan Managed Futures Plus ETF | Derivative-based | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126023567/ |
| FB | ProShares S&P 500 Dynamic Buffer ETF | Derivative-based | 0.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017413/ |
| URSP | ProShares Ultra S&P 500 Equal Weight | Derivative-based | 0.07% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017345/ |
| SSO | ProShares Ultra S&P500 | Derivative-based | 0.07% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017379/ |
| AAUB | Alpha Architect US Equity 4 ETF | Sponsor's file | 0.06% | 2026-09-30 | https://funds.alphaarchitect.com/aaub/ |
| UPRO | ProShares UltraPro S&P500 | Derivative-based | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017443/ |
| CSHP | iShares Dynamic Short-Term Active ETF | Fixed income | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1761055/000141036826099885/ |

## Key figures

| Measure | Value |
| --- | --- |
| Last close, 2026-10-12 | 470.5 USD (+1.35% on the day) |
| Total return, 1 year | 0.8% |
| Total return, 3 years | 55.7% |
| Total return, 5 years | 28.6% |
| Volatility, annualised | 26.1% |
| Worst fall, 3 years | -22.9% |
| Beta against SPY | 1.09 |
| Market cap | $80.4B |
| Price to earnings, trailing | 29.4 |
| Dividend yield | 0.84% |
| US stock ETFs holding it | 289 |
| Broad ETFs holding it, 500 positions or more | 103 of 311 |
| $100 three years ago became | $156 |

## How has MCO done, year by year?

| Year | Total return |
| --- | --- |
| 2026 | -7.3% |
| 2025 | 8.7% |
| 2024 | 22.2% |
| 2023 | 41.5% |
| 2022 | -28.0% |

## What would diversify MCO?

The stocks that have moved least like MCO, among those held by ten or more covered ETFs, closed-end funds left out. A measurement of co-movement, not a suggestion.

| Ticker | Name | Correlation, 104 weeks | Reads as |
| --- | --- | --- | --- |
| CNQ | Canadian Natural Resources Limited | -0.10 | moves the opposite way |
| BG | Bunge Global | -0.10 | moves the opposite way |
| TER | Teradyne | -0.10 | moves the opposite way |
| KLIC | Kulicke and Soffa Industries, Inc. | -0.10 | moves the opposite way |
| FLXS | Flexsteel Industries, Inc. | -0.07 | moves the opposite way |
| KR | Kroger | -0.07 | moves the opposite way |

## What moves with MCO?

| Ticker | Name | Correlation, 104 weeks | Reads as |
| --- | --- | --- | --- |
| SPGI | S&P Global | 0.91 | usually in step |
| NDAQ | Nasdaq, Inc. | 0.76 | often in step |
| MSCI | MSCI | 0.71 | often in step |
| MORN | Morningstar, Inc. | 0.69 | loosely linked |
| BR | Broadridge Financial Solutions | 0.68 | loosely linked |
| ADP | Automatic Data Processing | 0.65 | loosely linked |

## Which ETF has the largest weight in MCO?

AKRE, at 6.94% in its SEC filing for the period ended 2026-07-31, where MCO is position #8 of 17, followed by IAI at 4.77% and OMAH at 4.59%.

| ETF | Name | Weight | Rank in the ETF | Positions | Holdings dated |
| --- | --- | --- | --- | --- | --- |
| AKRE | Akre Focus ETF | 6.94% | #8 | 17 | SEC filing, 2026-07-31 |
| IAI | iShares U.S. Broker-Dealers & Securities Exchanges ETF | 4.77% | #6 | 35 | issuer file, 2026-10-12 |
| OMAH | VistaShares Target 15 Berkshire Select Income ETF | 4.59% | #11 | 21 | SEC filing, 2026-07-31 |
| FDIQ | Invesco Bloomberg Financial Data Providers ETF | 4.20% | #10 | 30 | issuer file, 2026-10-12 |
| GABF | Gabelli Financial Services Opportunities ETF | 4.15% | #6 | 41 | SEC filing, 2026-06-30 |
| BCFN | Baron Financials ETF | 3.68% | #9 | 42 | SEC filing, 2026-06-30 |
| CWS | AdvisorShares Focused Equity ETF | 3.67% | #13 | 25 | SEC filing, 2026-06-30 |
| GFGF | Guru Favorite Stocks ETF | 2.61% | #17 | 28 | SEC filing, 2026-05-29 |
| TOLL | Tema Durable Quality ETF | 2.52% | #16 | 37 | SEC filing, 2026-05-31 |
| NYNY | Corgi NYC Based ETF | 2.10% | #18 | 57 | SEC filing, 2026-06-30 |

## Cite this page

TickerInside, Moody's (MCO), holders from each covered fund's own file and from SEC Form N-PORT filings, each dated, prices through 2026-10-13, https://tickerinside.com/stock/mco/, CC BY 4.0

    <a href="https://tickerinside.com/stock/mco/">TickerInside</a> (https://tickerinside.com/stock/mco/)

Method: https://tickerinside.com/how-the-numbers-are-produced/