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MGC Institutional Ownership

Vanguard Morningstar Mega Cap ETF
1W: -0.3% 1M: +1.4% 3M: +3.4% YTD: +13.3% 1Y: +16.2% 3Y: +92.7% 5Y: +90.3%
$284.69
+2.05 (+0.73%)
 
Weekly Expected Move ±1.5%
$276 $280 $285 $289 $293
ETF AMEX · AUM $11.0B

Institutional Ownership — MGC

559
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
54
New Positions
154
Increased
215
Reduced
28
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (594 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ENVESTNET ASSET MANAGEMENT INC 3,369,826 959M -27,327 -0.8% 51Q SEC ↗
2 BANK OF AMERICA CORP /DE 1,529,913 436M -31,879 -2.0% 15Q SEC ↗
3 New York Life Investment Management LL 730,563 208M -13,779 -1.9% 25Q SEC ↗
4 VANTAGEPOINT INVESTMENT ADVISERS LLC 630,488 179M -17,394 -2.7% 4Q SEC ↗
5 MORGAN STANLEY 589,146 168M -5,599 -0.9% 60Q SEC ↗
6 WELLS FARGO & COMPANY/MN 570,936 163M -13,297 -2.3% 71Q SEC ↗
7 LEAVELL INVESTMENT MANAGEMENT, INC. 507,282 144M +2,942 +0.6% 73Q SEC ↗
8 UBS Group AG 459,689 131M -4,902 -1.1% 47Q SEC ↗
9 LPL Financial LLC 446,235 127M -19,410 -4.2% 61Q SEC ↗
10 Procyon Advisors, LLC 441,124 126M +1,026 +0.2% 4Q SEC ↗
11 PNC Financial Services Group, Inc. 434,711 124M -2,981 -0.7% 15Q SEC ↗
12 HUNTINGTON NATIONAL BANK 409,444 117M -26,636 -6.1% 33Q SEC ↗
13 AMERIPRISE FINANCIAL INC 364,847 104M -22,476 -5.8% 16Q SEC ↗
14 RAYMOND JAMES FINANCIAL INC 343,460 98M -5,696 -1.6% 7Q SEC ↗
15 Cetera Investment Advisers 299,443 85M +7,471 +2.6% 38Q SEC ↗
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 287,972 82M +8,421 +3.0% 40Q SEC ↗
17 SUMMIT WEALTH & RETIREMENT PLANNING, I 217,223 62M +1,705 +0.8% 26Q SEC ↗
18 Apella Capital, LLC 211,482 60M -5,855 -2.7% 13Q SEC ↗
19 Verus Financial Partners, Inc. 201,543 57M -246 -0.1% 23Q SEC ↗
20 CAPTRUST FINANCIAL ADVISORS 191,096 54M -1,206 -0.6% 25Q SEC ↗
21 Kestra Advisory Services, LLC 178,867 51M +132,418 +285.1% 24Q SEC ↗
22 Forvis Mazars Wealth Advisors, LLC 173,309 49M -2,102 -1.2% 25Q SEC ↗
23 TRUIST FINANCIAL CORP 169,974 48M -6,118 -3.5% 31Q SEC ↗
24 COMMONWEALTH EQUITY SERVICES, LLC 165,661 47M -8,247 -4.7% 35Q SEC ↗
25 Rockefeller Capital Management L.P. 158,902 45M +4,933 +3.2% 22Q SEC ↗
26 Black Diamond Financial, LLC 149,997 43M +37,899 +33.8% 31Q SEC ↗
27 Orion Porfolio Solutions, LLC 148,187 42M -3,756 -2.5% 15Q SEC ↗
28 IEQ CAPITAL, LLC 146,188 42M -11,944 -7.6% 17Q SEC ↗
29 Mesirow Financial Investment Managemen 145,226 41M +12,653 +9.5% 11Q SEC ↗
30 One Capital Management, LLC 143,204 41M — +0.0% 13Q SEC ↗
31 ProVise Management Group, LLC 139,081 40M +3,105 +2.3% 24Q SEC ↗
32 ROYAL BANK OF CANADA 134,408 38M -47,807 -26.2% 55Q SEC ↗
33 Piedmont Capital Management, LLC NEW 108,485 31M — +0.0% 1Q SEC ↗
34 Savant Capital, LLC 103,295 29M +90,987 +739.3% 50Q SEC ↗
35 OSAIC HOLDINGS, INC. 102,125 29M +16,950 +19.9% 26Q SEC ↗
36 Capital Investment Advisors, LLC 101,496 29M +12,366 +13.9% 42Q SEC ↗
37 Empirical Financial Services, LLC d.b. 97,516 28M +8,097 +9.1% 25Q SEC ↗
38 Praetorian Wealth Management, Inc. 94,598 27M +1,696 +1.8% 5Q SEC ↗
39 Cambridge Investment Research Advisors 91,865 26M +4,535 +5.2% 53Q SEC ↗
40 EXENCIAL WEALTH ADVISORS, LLC 80,666 23M -2,469 -3.0% 12Q SEC ↗
41 JPMORGAN CHASE & CO 74,345 21M -20,875 -21.9% 33Q SEC ↗
42 JONES FINANCIAL COMPANIES LLLP 73,871 21M +10,184 +16.0% 10Q SEC ↗
43 VSM Wealth Advisory, LLC 69,643 20M +9 +0.0% 7Q SEC ↗
44 Creative Planning 67,382 19M -653 -1.0% 59Q SEC ↗
45 COZAD ASSET MANAGEMENT INC 67,196 19M -2,052 -3.0% 25Q SEC ↗
46 PATTEN & PATTEN INC/TN 66,146 19M +1,100 +1.7% 7Q SEC ↗
47 Modera Wealth Management, LLC 66,094 19M -1,397 -2.1% 10Q SEC ↗
48 Colorado Capital Management, Inc. 62,091 18M +2,570 +4.3% 10Q SEC ↗
49 WEALTH ENHANCEMENT ADVISORY SERVICES, 61,076 17M +606 +1.0% 12Q SEC ↗
50 Beacon Pointe Advisors, LLC 60,989 17M -1,999 -3.2% 19Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
Kestra Advisory Services, LLC +132,418 +285.1% 178,867
Savant Capital, LLC +90,987 +739.3% 103,295
Mosley Wealth Management +48,082 +1903.5% 50,608
Black Diamond Financial, LLC +37,899 +33.8% 149,997
BlackRock, Inc. +27,147 +97.3% 55,040
RETIREMENT CAPITAL STRATEGIES +21,132 +1654.8% 22,409
NewEdge Advisors, LLC +19,419 +172.4% 30,685
OSAIC HOLDINGS, INC. +16,950 +19.9% 102,125
AE Wealth Management LLC +13,336 +244.7% 18,785
Mesirow Financial Investment Manage +12,653 +9.5% 145,226
Capital Investment Advisors, LLC +12,366 +13.9% 101,496
JONES FINANCIAL COMPANIES LLLP +10,184 +16.0% 73,871
Private Advisor Group, LLC +8,960 +45.6% 28,590
Thrivent Financial for Lutherans +8,523 +89.5% 18,049
NORTHWESTERN MUTUAL WEALTH MANAGEME +8,421 +3.0% 287,972
FLAGSHIP WEALTH ADVISORS, LLC +8,285 +41.7% 28,169
Empirical Financial Services, LLC d +8,097 +9.1% 97,516
Park Place Capital Corp +7,582 +4680.2% 7,744
Cetera Investment Advisers +7,471 +2.6% 299,443
Clear Creek Financial Management, L +6,591 +123.1% 11,946
Biggest Decreases (20)
HolderReducedChange %Total Shares
Investment Planning Advisors, Inc. -146,400 -96.3% 5,558
ROYAL BANK OF CANADA -47,807 -26.2% 134,408
GOLDMAN SACHS GROUP INC -34,016 -60.2% 22,491
Systelligence, LLC -32,838 -73.1% 12,079
BANK OF AMERICA CORP /DE -31,879 -2.0% 1,529,913
ENVESTNET ASSET MANAGEMENT INC -27,327 -0.8% 3,369,826
HUNTINGTON NATIONAL BANK -26,636 -6.1% 409,444
AMERIPRISE FINANCIAL INC -22,476 -5.8% 364,847
JPMORGAN CHASE & CO -20,875 -21.9% 74,345
LPL Financial LLC -19,410 -4.2% 446,235
IFP Advisors, Inc -18,445 -71.0% 7,525
VANTAGEPOINT INVESTMENT ADVISERS LL -17,394 -2.7% 630,488
RiverFront Investment Group, LLC -16,350 -60.2% 10,806
New York Life Investment Management -13,779 -1.9% 730,563
WELLS FARGO & COMPANY/MN -13,297 -2.3% 570,936
CALTON & ASSOCIATES, INC. -12,600 -34.1% 24,363
IEQ CAPITAL, LLC -11,944 -7.6% 146,188
HRT FINANCIAL LP -10,704 -49.2% 11,070
MA Private Wealth -10,568 -29.5% 25,242
Bank of New York Mellon Corp -10,057 -23.7% 32,393

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms