News + Filings Key Docs Ownership
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VANGUARD INDEX FDS SANDP 500 ETF (VOO)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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JPMORGAN CHASE & CO
| 22,389,213 | 13,760,154 | 9,118,678,942,000 | 0.99 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 21,841,132 | 907,351 | 8,895,456,312,000 | 0.93 | |
Hist
| 06/30/2023 |
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VANGUARD GROUP INC
| 20,374,764 | 1,636,364 | 8,298,234,236,000 | 0.20 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 21,225,652 | 1,113,831 | 7,457,449,129,000 | 6.85 | |
Hist
| 12/31/2022 |
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MORGAN STANLEY
| 17,375,738 | -252,633 | 7,076,791,780,000 | 0.70 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 15,897,907 | -26,450,573 | 6,474,899,529,000 | 2.87 | |
Hist
| 06/30/2023 |
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GOLDMAN SACHS GROUP INC
| 10,393,897 | 3,306,023 | 3,908,832,845,000 | 0.83 | |
Hist
| 03/31/2023 |
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WELLS FARGO & COMPANY/MN
| 3,714,123 | 11,440 | 1,512,688,145,000 | 0.42 | |
Hist
| 06/30/2023 |
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Bank of New York Mellon Corp
| 3,653,389 | 37,176 | 1,487,952,337,000 | 0.31 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 3,624,486 | 334,663 | 1,476,534,939,000 | 0.46 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 3,711,555 | 127,824 | 1,395,804,529,000 | 1.09 | |
Hist
| 03/31/2023 |
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ASSETMARK, INC
| 3,114,678 | 113,189 | 1,268,546,035,000 | 4.98 | |
Hist
| 06/30/2023 |
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National Mutual Insurance Federation of Agricultural Cooperatives
| 2,827,650 | -794,000 | 1,151,645,292,000 | 13.56 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 2,727,227 | -25,682 | 1,110,745,012,000 | 0.38 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 2,676,305 | -90,161 | 1,090,006,000,000 | 0.29 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 3,100,022 | 252,775 | 1,089,289,394,000 | 2.19 | |
Hist
| 12/31/2022 |
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E-L Financial Corp Ltd
| 1,653,654 | -29 | 890,972,338,000 | 100.00 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 1,926,498 | 184,173 | 784,640,805,000 | | |
Hist
| 06/30/2023 |
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CREDIT SUISSE AG/
| 1,901,359 | -4,213 | 774,385,494,000 | 0.77 | |
Hist
| 06/30/2023 |
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Mirae Asset Global Investments Co., Ltd.
| 1,704,652 | -99,622 | 693,989,237,000 | 1.48 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 1,696,225 | 525,353 | 690,817,000,000 | 1.36 | |
Hist
| 06/30/2023 |
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Angeles Investment Advisors, LLC
| 1,399,348 | 119,399 | 570,073,258,000 | 48.06 | |
Hist
| 06/30/2023 |
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CITIGROUP INC
| 1,395,005 | 28,425 | 568,157,479,000 | 0.37 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 1,390,962 | 2,884 | 566,519,709,000 | 0.78 | |
Hist
| 06/30/2023 |
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Veritable, L.P.
| 1,254,616 | -888 | 510,980,193,000 | 7.91 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
| 1,223,700 | -52,900 | 498,388,536,000 | 13.30 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 1,127,591 | 34,897 | 459,245,455,000 | 0.59 | |
Hist
| 06/30/2023 |
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Corient Private Wealth LLC
| 1,121,346 | 1,121,346 | 456,703,057,000 | 1.05 | |
Hist
| 06/30/2023 |
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GLENMEDE TRUST CO NA
| 1,166,608 | 0 | 438,726,269,000 | 2.49 | |
Hist
| 06/30/2023 |
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SCHRODER INVESTMENT MANAGEMENT GROUP
| 1,052,312 | -137,953 | 428,585,632,000 | 0.61 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 1,203,448 | 93,250 | 422,819,422,000 | 0.74 | |
Hist
| 12/31/2022 |
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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
| 1,015,993 | 151,974 | 413,793,533,000 | 11.60 | |
Hist
| 06/30/2023 |
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Wealthspire Advisors, LLC
| 1,093,368 | 23,823 | 411,182,851,000 | 7.06 | |
Hist
| 03/31/2023 |
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MEITAV INVESTMENT HOUSE LTD
| 951,211 | 90,642 | 384,450,647,000 | | |
Hist
| 06/30/2023 |
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CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
| 942,795 | -37,011 | 383,981,547,000 | 28.70 | |
Hist
| 06/30/2023 |
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