— Know what they know.
Not Investment Advice

VOO Institutional Ownership

Vanguard S&P 500 ETF
1W: -0.2% 1M: +0.6% 3M: +2.5% YTD: +12.6% 1Y: +15.1% 3Y: +85.7% 5Y: +83.8%
$707.54
+5.19 (+0.74%)
 
Weekly Expected Move ±1.5%
$686 $697 $708 $718 $729
ETF AMEX · AUM $1.72T

Institutional Ownership — VOO

4,107
Institutional Holders
+92 vs prior quarter
0.0%
Ownership
+0.00pp
377B
Total Invested
292
New Positions
2052
Increased
1321
Reduced
83
Closed
1.14
Put/Call Ratio

Ownership Trends

Top Institutional Holders (4244 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Vanguard Global Advisers, LLC 41,269,848 29.2B +1,669,536 +4.2% 2Q SEC ↗
2 RAYMOND JAMES FINANCIAL INC 31,148,382 22.0B +507,839 +1.7% 7Q SEC ↗
3 California Public Employees Retirement 30,713,968 21.7B -2,921,971 -8.7% 7Q SEC ↗
4 BANK OF AMERICA CORP /DE 27,849,974 19.7B +408,913 +1.5% 15Q SEC ↗
5 MORGAN STANLEY 24,882,329 17.6B +516,602 +2.1% 51Q SEC ↗
6 JPMORGAN CHASE & CO 23,987,874 17.0B -3,268,723 -12.0% 51Q SEC ↗
7 JONES FINANCIAL COMPANIES LLLP 18,541,326 13.1B +1,445,658 +8.5% 26Q SEC ↗
8 GOLDMAN SACHS GROUP INC 15,458,745 10.9B +396,532 +2.6% 15Q SEC ↗
9 ENVESTNET ASSET MANAGEMENT INC 10,822,531 7.7B +142,360 +1.3% 45Q SEC ↗
10 Acorns Advisers, LLC 9,716,948 6.9B +108,577 +1.1% 31Q SEC ↗
11 ROYAL BANK OF CANADA 8,401,516 5.9B +2,182,964 +35.1% 51Q SEC ↗
12 TEACHER RETIREMENT SYSTEM OF TEXAS 7,762,285 5.5B +6,915,454 +816.6% 19Q SEC ↗
13 LPL Financial LLC 6,623,289 4.7B +221,921 +3.5% 51Q SEC ↗
14 WELLS FARGO & COMPANY/MN 6,461,383 4.6B +214,588 +3.4% 51Q SEC ↗
15 MERCER GLOBAL ADVISORS INC /ADV 5,462,185 3.9B +203,244 +3.9% 30Q SEC ↗
16 Cerity Partners LLC 5,299,979 3.7B +159,230 +3.1% 38Q SEC ↗
17 UBS Group AG 4,773,701 3.4B +93,187 +2.0% 47Q SEC ↗
18 Clal Insurance Enterprises Holdings Lt 4,469,484 3.2B +782,100 +21.2% 42Q SEC ↗
19 AMERIPRISE FINANCIAL INC 4,384,186 3.1B +685,269 +18.5% 16Q SEC ↗
20 NATIXIS 4,306,256 3.0B -1,787,385 -29.3% 3Q SEC ↗
21 Innovator Capital Management, LLC 4,290,863 3.0B +2,748,580 +178.2% 2Q SEC ↗
22 ASSETMARK, INC 4,037,865 2.9B +314,829 +8.5% 51Q SEC ↗
23 Alberta Investment Management Corp 3,880,748 2.7B +522,562 +15.6% 6Q SEC ↗
24 CITIGROUP INC 3,667,710 2.6B +554,393 +17.8% 51Q SEC ↗
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 3,216,197 2.3B +328,622 +11.4% 50Q SEC ↗
26 National Mutual Insurance Federation o 2,925,650 2.1B — +0.0% 49Q SEC ↗
27 HighTower Advisors, LLC 2,758,297 2.0B +106,414 +4.0% 22Q SEC ↗
28 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,754,197 1.9B -15,365 -0.6% 15Q SEC ↗
29 Focus Partners Wealth 2,688,933 1.9B +16,975 +0.6% 11Q SEC ↗
30 MEITAV INVESTMENT HOUSE LTD NEW 2,501,606 1.8B — +0.0% 1Q SEC ↗
31 Corient Private Wealth LP 2,490,905 1.8B -495,056 -16.6% 15Q SEC ↗
32 NATIXIS ADVISORS, LLC 2,380,406 1.7B +475,443 +25.0% 36Q SEC ↗
33 CLIFTONLARSONALLEN WEALTH ADVISORS, LL 2,353,485 1.7B +56,271 +2.4% 7Q SEC ↗
34 BlackRock, Inc. 2,282,662 1.6B +164,479 +7.8% 8Q SEC ↗
35 Cetera Investment Advisers 2,217,564 1.6B +216,601 +10.8% 43Q SEC ↗
36 FJ Investments, LLC 2,108,696 1.5B -8,658 -0.4% 11Q SEC ↗
37 Cambridge Investment Research Advisors 2,053,386 1.5B +118,140 +6.1% 44Q SEC ↗
38 BANK OF KOREA 1,923,442 1.4B -556,220 -22.4% 3Q SEC ↗
39 Trans-Canada Capital Inc. 1,921,146 1.4B -201,160 -9.5% 7Q SEC ↗
40 Pathstone Holdings, LLC 1,891,310 1.3B +225,897 +13.6% 11Q SEC ↗
41 GLENMEDE TRUST CO NA 1,843,153 1.3B +23,257 +1.3% 3Q SEC ↗
42 MILLENNIUM MANAGEMENT LLC 1,825,001 1.3B +808,257 +79.5% 4Q SEC ↗
43 TRUIST FINANCIAL CORP 1,732,785 1.2B +598,177 +52.7% 42Q SEC ↗
44 STIFEL FINANCIAL CORP 1,667,490 1.2B +85,256 +5.4% 49Q SEC ↗
45 Creative Planning 1,655,904 1.2B +37,771 +2.3% 51Q SEC ↗
46 ALLIANCEBERNSTEIN L.P. 1,632,523 1.2B +67,540 +4.3% 51Q SEC ↗
47 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,606,745 1.1B -1,917 -0.1% 51Q SEC ↗
48 USS Investment Management Ltd 1,569,585 1.1B -1,925,577 -55.1% 4Q SEC ↗
49 Fisher Asset Management, LLC 1,567,739 1.1B -4,895 -0.3% 51Q SEC ↗
50 Freestone Grove Partners LP 1,501,826 1.1B +182,074 +13.8% 6Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
TEACHER RETIREMENT SYSTEM OF TEXAS +6,915,454 +816.6% 7,762,285
Innovator Capital Management, LLC +2,748,580 +178.2% 4,290,863
ROYAL BANK OF CANADA +2,182,964 +35.1% 8,401,516
Vanguard Global Advisers, LLC +1,669,536 +4.2% 41,269,848
JONES FINANCIAL COMPANIES LLLP +1,445,658 +8.5% 18,541,326
Russell Investments Group, Ltd. +1,295,988 +10179.0% 1,308,720
MILLENNIUM MANAGEMENT LLC +808,257 +79.5% 1,825,001
Clal Insurance Enterprises Holdings +782,100 +21.2% 4,469,484
AMERIPRISE FINANCIAL INC +685,269 +18.5% 4,384,186
TRUIST FINANCIAL CORP +598,177 +52.7% 1,732,785
CITIGROUP INC +554,393 +17.8% 3,667,710
Alberta Investment Management Corp +522,562 +15.6% 3,880,748
MORGAN STANLEY +516,602 +2.1% 24,882,329
RAYMOND JAMES FINANCIAL INC +507,839 +1.7% 31,148,382
NATIXIS ADVISORS, LLC +475,443 +25.0% 2,380,406
CIBC Bancorp USA Inc. +445,757 +43.8% 1,464,441
Roehl & Yi Investment Advisors, LLC +413,457 +205.9% 614,271
BANK OF AMERICA CORP /DE +408,913 +1.5% 27,849,974
GOLDMAN SACHS GROUP INC +396,532 +2.6% 15,458,745
NORTHWESTERN MUTUAL WEALTH MANAGEME +328,622 +11.4% 3,216,197
Biggest Decreases (20)
HolderReducedChange %Total Shares
JPMORGAN CHASE & CO -3,268,723 -12.0% 23,987,874
California Public Employees Retirem -2,921,971 -8.7% 30,713,968
USS Investment Management Ltd -1,925,577 -55.1% 1,569,585
NATIXIS -1,787,385 -29.3% 4,306,256
Investure, LLC -929,692 -60.1% 617,166
Rakuten Investment Management, Inc. -778,979 -44.9% 955,039
Provida Pension Fund Administrator -761,851 -53.1% 673,604
US BANCORP \DE -725,794 -64.4% 400,723
OMERS ADMINISTRATION Corp -694,906 -43.8% 892,933
BANK OF KOREA -556,220 -22.4% 1,923,442
HOLLENCREST CAPITAL MANAGEMENT -531,137 -83.4% 105,611
Corient Private Wealth LP -495,056 -16.6% 2,490,905
Itau Unibanco Holding S.A. -366,241 -77.6% 105,568
TSG Advice Partners, LLC -280,444 -71.0% 114,619
Cerity Partners OCIO LLC -229,872 -50.2% 228,001
Clearstead Advisors, LLC -204,823 -12.4% 1,450,939
Trans-Canada Capital Inc. -201,160 -9.5% 1,921,146
Kensington Asset Management, LLC -200,014 -24.7% 609,865
JANUS HENDERSON GROUP PLC -180,202 -37.8% 296,591
Thrivent Financial for Lutherans -137,083 -30.0% 319,111

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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