Cerner Corp (CERN) Ownership

94.96 ↑0.04 (0.04%)
As of June 7, 2022, 4:25pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Cerner Corp (CERN), owning a total of 32.1 million shares. Combined, the top 107 institutional holders of CERN own 243.14% of the company with a total of 719.3 million shares.

In the latest ownership report, the top 107 institutional holders have increased their combined ownership of CERN by 34.4 million shares, a 4.57% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.925%1.721%32,129,838543,6002022-03-31
Vanguard Group Inc10.816%-0.174%32,588,839-56,9032021-03-31
Vanguard Group Inc10.781%-2.216%31,866,816-722,0232021-06-30
Vanguard Group Inc10.768%-0.166%31,586,238-52,5912021-12-31
Vanguard Group Inc10.753%-0.715%31,638,829-227,9872021-09-30
BlackRock Inc8.623%3.531%25,982,577886,0532021-03-31
BlackRock Inc8.327%-6.593%24,425,920-1,724,1272021-12-31
BlackRock Inc8.103%-7.816%23,951,730-2,030,8472021-06-30
State Street Corporation4.872%2.565%14,291,360357,3522021-12-31
State Street Corporation4.736%0.767%13,934,008106,1142021-09-30
State Street Corporation4.678%0.895%13,827,894122,6582021-06-30
State Street Corporation4.625%-4.819%13,602,628-688,7322022-03-31
State Street Corporation4.548%-1.888%13,705,236-263,7452021-03-31
Loomis Sayles & Company LP3.884%-3.140%11,703,049-379,4042021-03-31
Wellington Management Company LLP3.422%-0.740%10,113,600-75,3482021-06-30
Wellington Management Company LLP3.382%-1.216%10,188,948-125,3972021-03-31
Waddell & Reed Financial Inc3.376%9.874%10,172,135914,1572021-03-31
Wellington Management Company LLP3.361%-2.210%9,890,140-223,4602021-09-30
Macquarie Group Ltd3.334%0.266%9,740,77325,8502021-09-30
Macquarie Group Ltd3.287%38,761.200%9,714,9239,689,9242021-06-30
Loomis Sayles & Company LP3.209%-18.960%9,484,160-2,218,8892021-06-30
Loomis, Sayles & Company LP3.209%-18.960%9,484,160-2,218,8892021-06-30
Goldman Sachs Group Inc3.135%395.653%9,219,3977,359,3472022-03-31
American Century Companies Inc3.119%7.352%9,148,754626,5512021-12-31
American Century Companies Inc2.897%8.275%8,522,203651,3262021-09-30
American Century Companies Inc2.663%23.835%7,870,8771,514,9572021-06-30
Macquarie Group Ltd2.645%-20.347%7,758,819-1,981,9542021-12-31
Loomis, Sayles & Company LP2.452%-24.441%7,166,180-2,317,9802021-09-30
Bank of America Corp2.382%220.646%7,005,3454,820,5842022-03-31
Geode Capital Management, LLC2.265%10.315%6,662,774623,0122021-09-30
JPMorgan Chase & Co2.210%501.117%6,499,8955,418,5922022-03-31
Geode Capital Management, LLC2.186%5.255%6,428,613320,9432022-03-31
American Century Companies Inc2.109%42.725%6,355,9201,902,6402021-03-31
Geode Capital Management, LLC2.082%-8.331%6,107,670-555,1042021-12-31
Geode Capital Management, LLC2.043%1.359%6,039,76280,9972021-06-30
Geode Capital Management, LLC1.978%-0.357%5,958,765-21,3292020-12-31
Millennium Management LLC1.879%123.103%5,526,4323,049,3602022-03-31
Bank of America Corp1.817%16.841%5,473,475788,9042021-03-31
Bank of America Corp1.720%-7.107%5,084,463-389,0122021-06-30
Barclays PLC1.571%72.403%4,620,2721,940,3522022-03-31
Morgan Stanley - Brokerage Accounts1.564%28.856%4,624,1781,035,5492021-06-30
Bank of America Corp1.546%-10.554%4,547,841-536,6222021-09-30
Two Sigma Advisers, LLC1.479%15.762%4,350,833592,4002022-03-31
Morgan Stanley - Brokerage Accounts1.478%-5.955%4,348,801-275,3772021-09-30
Parnassus Investments, LLC1.417%0.000%4,167,60202021-09-30
Parnassus Investments1.410%27.544%4,167,602900,0302021-06-30
Parnassus Investments, LLC1.410%27.544%4,167,602900,0302021-06-30
Parnassus Investments, LLC1.389%-2.227%4,074,792-92,8102021-12-31
Bank of New York Mellon Corp1.348%18.577%3,964,120621,0482022-03-31
Northern Trust Corp1.347%10.006%3,962,797360,4382021-09-30
Northern Trust Corp1.336%0.346%3,929,03713,5392022-03-31
Northern Trust Corp1.335%-1.194%3,915,498-47,2992021-12-31
Two Sigma Advisers, LLC1.281%49.576%3,758,4331,245,7002021-12-31
Pentwater Capital Management LP1.222%32.902%3,595,000890,0002022-03-31
Northern Trust Corp1.219%-0.246%3,602,359-8,8772021-06-30
Northern Trust Corp1.199%-3.484%3,611,236-130,3612021-03-31
Morgan Stanley - Brokerage Accounts1.192%-19.597%3,496,585-852,2162021-12-31
Morgan Stanley - Brokerage Accounts1.191%-9.811%3,588,629-390,3722021-03-31
Starboard Value LP1.168%5.580%3,427,257181,1462021-12-31
Bank of New York Mellon Corp1.140%17.689%3,343,072502,4832021-12-31
Amvescap Plc.1.124%18.088%3,386,778518,7572021-03-31
NORGES BANK1.122%-4.568%3,380,545-161,8192020-12-31
Amvescap Plc.1.106%-3.457%3,269,706-117,0722021-06-30
Amvescap Plc.1.106%1.171%3,245,10637,5462021-12-31
Starboard Value LP1.103%2.043%3,246,11165,0002021-09-30
Amvescap Plc.1.090%-1.901%3,207,560-62,1462021-09-30
Parnassus Investments1.084%-70.373%3,267,572-7,761,4422021-03-31
Starboard Value LP1.076%41.000%3,181,111925,0002021-06-30
Bank of New York Mellon Corp1.035%-80.062%3,119,121-12,525,3162021-03-31
Bank of New York Mellon Corp1.029%-2.516%3,040,645-78,4762021-06-30
Legal & General Group PLC1.000%8.066%2,941,319219,5292022-03-31
Legal & General Group PLC0.982%-0.008%2,890,040-2422021-09-30
Legal & General Group PLC0.978%5.736%2,890,282156,7892021-06-30
First Trust Advisors L.P.0.969%14.204%2,851,831354,6862021-09-30
Eckert Corp0.964%41.641%2,834,793833,3932022-03-31
Soros Fund Management LLC0.928%133.333%2,730,0011,560,0002022-03-31
Legal & General Group PLC0.928%-5.822%2,721,790-168,2502021-12-31
Pentwater Capital Management LP0.922%0.000%2,705,0002,705,0002021-12-31
Arrowstreet Capital Limited Partnership0.919%90.137%2,703,2161,281,4922022-03-31
Barclays PLC0.914%87.996%2,679,9201,254,3982021-12-31
Legal & General Group PLC0.907%-0.961%2,733,493-26,5152021-03-31
D. E. Shaw & Co LP0.887%50.027%2,610,622870,5242021-09-30
Arrowstreet Capital Limited Partnership0.883%48.461%2,660,858868,5612021-03-31
Wells Fargo & Co0.877%30.726%2,591,879609,1962021-06-30
Two Sigma Advisers, LLC0.854%0.315%2,512,7337,9002021-09-30
Arrowstreet Capital Limited Partnership0.851%-5.484%2,514,939-145,9192021-06-30
Two Sigma Advisers, LLC0.847%7.682%2,504,833178,7002021-06-30
First Trust Advisors L.P.0.845%484.461%2,497,1452,069,8892021-06-30
Millennium Management LLC0.844%258.859%2,477,0721,786,8092021-12-31
Fidelity International Ltd0.843%61.285%2,479,277942,0772022-03-31
Wells Fargo & Co0.835%-5.908%2,438,763-153,1162021-09-30
UBS Asset Mgmt Americas Inc0.832%4.221%2,460,59299,6642021-06-30
Westchester Capital Management LLC0.831%144.516%2,443,5531,444,2122022-03-31
Renaissance Technologies Corp0.805%3,291.360%2,367,3042,297,5002022-03-31
UBS Asset Mgmt Americas Inc0.784%1.152%2,360,92826,8982021-03-31
UBS Asset Mgmt Americas Inc0.782%-7.159%2,284,439-176,1532021-09-30
Arrowstreet Capital Limited Partnership0.781%-9.260%2,282,068-232,8712021-09-30
UBS Asset Mgmt Americas Inc0.780%0.200%2,289,0084,5692021-12-31
Pictet Asset Management Ltd0.780%16.295%2,349,457329,2002021-03-31
Two Sigma Advisers, LLC0.772%5,343.410%2,326,1332,283,4002021-03-31
Dimensional Fund Advisors, Inc.0.772%6.253%2,264,599133,2782021-12-31
Dimensional Fund Advisors, Inc.0.771%0.132%2,267,5822,9832022-03-31
Starboard Value LP0.768%-34.134%2,257,406-1,169,8512022-03-31
HHG PLC0.754%58.831%2,210,802818,8772021-12-31
Starboard Value LP0.749%-1.550%2,256,111-35,5262021-03-31
Veritas Investment Partners (UK) Ltd.0.746%2.050%2,193,73044,0602021-12-31
Two Sigma Investments LLC0.744%1,960.250%2,240,4802,131,7322021-03-31

Mutual Fund Ownership

Vanguard Health Care Inv is the biggest individual fund holder of Cerner Corp (CERN), owning a total of 8.8 million shares. Combined, the top 190 mutual fund holders of CERN own 222.25% of the company with a total of 655.5 million shares.

In the latest ownership report, the top 190 mutual funds have increased their combined ownership of CERN by 5.7 million shares, a 0.86% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Health Care Inv3.025%0.000%8,840,32702021-09-30
Vanguard Health Care Inv2.991%0.000%8,840,32702021-06-30
Vanguard Health Care Inv2.934%0.000%8,840,32702021-03-31
Vanguard Total Stock Mkt Idx Inv2.919%0.936%8,585,84079,6032022-05-31
Vanguard Total Stock Mkt Idx Inv2.892%0.496%8,506,23741,9512022-04-30
Vanguard Total Stock Mkt Idx Inv2.886%0.160%8,531,93513,5842021-07-31
Vanguard Total Stock Mkt Idx Inv2.883%-0.128%8,521,048-10,8872021-08-31
Vanguard Total Stock Mkt Idx Inv2.879%0.350%8,464,28629,5442022-03-31
Vanguard Total Stock Mkt Idx Inv2.878%0.821%8,430,44968,6242022-01-31
Vanguard Total Stock Mkt Idx Inv2.875%0.051%8,434,7424,2932022-02-28
Vanguard Total Stock Mkt Idx Inv2.862%-0.209%8,361,825-17,4792021-12-31
Vanguard Total Stock Mkt Idx Inv2.848%0.232%8,379,30419,3622021-11-30
Vanguard Total Stock Mkt Idx Inv2.841%0.083%8,359,9426,9692021-10-31
Vanguard Total Stock Mkt Idx Inv2.827%-1.918%8,518,351-166,5502021-06-30
Vanguard Total Stock Mkt Idx Inv2.826%-1.973%8,352,973-168,0752021-09-30
Vanguard Mid Cap Index Institutional2.307%0.863%6,818,61258,3582021-08-31
Vanguard Mid Cap Index Institutional2.297%1.269%6,737,19584,4222022-02-28
Vanguard Mid Cap Index Institutional2.287%0.749%6,760,25450,2592021-07-31
Vanguard Mid Cap Index Institutional2.287%0.526%6,727,67935,1962021-11-30
Vanguard Mid Cap Index Institutional2.276%-1.142%6,650,849-76,8302021-12-31
Vanguard Mid Cap Index Institutional2.275%0.303%6,692,48320,2242021-10-31
Vanguard Mid Cap Index Institutional2.272%0.201%6,683,05813,4022022-05-31
Vanguard Mid Cap Index Institutional2.271%0.029%6,652,7731,9242022-01-31
Vanguard Mid Cap Index Institutional2.268%0.138%6,669,6569,1892022-04-30
Vanguard Mid Cap Index Institutional2.266%-1.139%6,660,467-76,7282022-03-31
Vanguard Mid Cap Index Institutional2.257%-2.146%6,672,259-146,3532021-09-30
Vanguard Mid Cap Index Institutional2.227%-2.964%6,709,995-204,9342021-06-30
Vanguard 500 Index Investor2.189%0.550%6,435,24535,1802022-03-31
Vanguard 500 Index Investor2.182%2.339%6,400,065146,2642022-02-28
Vanguard 500 Index Investor2.179%0.694%6,409,37244,1772022-05-31
Vanguard 500 Index Investor2.164%-1.089%6,365,195-70,0502022-04-30
Vanguard 500 Index Investor2.135%0.667%6,253,80141,4622022-01-31
Vanguard 500 Index Investor2.134%0.577%6,277,92036,0202021-11-30
Vanguard 500 Index Investor2.133%0.432%6,305,21027,0882021-08-31
Vanguard 500 Index Investor2.126%-1.045%6,212,339-65,5812021-12-31
Vanguard 500 Index Investor2.124%0.829%6,278,12251,6182021-07-31
Vanguard 500 Index Investor2.122%0.553%6,241,90034,2952021-10-31
Vanguard 500 Index Investor2.100%-1.548%6,207,605-97,6052021-09-30
Vanguard 500 Index Investor2.066%-1.665%6,226,504-105,3922021-06-30
BlackRock Event Driven Equity Instl1.836%20.813%5,396,506929,6972022-03-31
BlackRock Event Driven Equity Instl1.523%60.466%4,466,8091,683,1642022-02-28
Invesco QQQ Trust1.354%0.545%3,982,85821,6032021-11-30
Invesco QQQ Trust1.343%-0.077%3,951,780-3,0322021-10-31
Invesco QQQ Trust1.330%0.138%3,929,9395,4182021-08-31
Invesco QQQ Trust1.314%0.070%3,882,3982,7162021-07-31
Invesco QQQ Trust1.313%-0.090%3,879,682-3,4922021-07-29
Invesco QQQ Trust1.307%0.275%3,864,61010,6122021-09-30
Invesco QQQ Trust1.296%1.052%3,904,92040,6642021-06-30
Ivy Science/Technology Composite1.224%-14.481%3,688,594-624,6052021-06-30
Ivy Science/Technology Composite1.184%-5.119%3,499,776-188,8182021-09-30
Delaware Ivy Science and Technology C1.145%-8.166%3,450,569-306,8372021-06-30
SPDR® S&P 500 ETF Trust1.139%0.591%3,327,71419,5492021-12-31
SPDR® S&P 500 ETF Trust1.132%0.299%3,308,1659,8612021-12-30
Delaware Ivy Science and Technology C1.107%0.000%3,273,19802021-09-30
SPDR® S&P 500 ETF Trust1.093%0.477%3,206,09515,2242022-03-31
SPDR® S&P 500 ETF Trust1.088%-0.438%3,188,103-14,0132022-01-31
SPDR® S&P 500 ETF Trust1.088%0.693%3,190,87121,9712022-03-30
SPDR® S&P 500 ETF Trust1.081%1.771%3,172,01455,1872022-02-28
SPDR® S&P 500 ETF Trust1.081%0.235%3,180,0107,4392022-05-31
SPDR® S&P 500 ETF Trust1.077%0.120%3,169,9383,8082021-10-31
SPDR® S&P 500 ETF Trust1.076%0.265%3,166,1308,3522021-10-29
SPDR® S&P 500 ETF Trust1.072%0.735%3,153,84923,0092021-11-30
SPDR® S&P 500 ETF Trust1.071%0.769%3,149,38924,0472022-04-30
SPDR® S&P 500 ETF Trust1.068%0.456%3,156,43214,3372021-07-31
Parnassus Mid-Cap1.065%5.282%3,133,301157,1902021-11-30
SPDR® S&P 500 ETF Trust1.063%0.423%3,125,34213,1482022-04-29
SPDR® S&P 500 ETF Trust1.063%0.147%3,142,0954,6022021-07-30
SPDR® S&P 500 ETF Trust1.062%0.922%3,139,26328,6742021-07-28
SPDR® S&P 500 ETF Trust1.061%-0.365%3,136,550-11,4842021-09-30
SPDR® S&P 500 ETF Trust1.060%0.545%3,133,82016,9922021-08-31
SPDR® S&P 500 ETF Trust1.053%1.101%3,172,12634,5322021-06-30
Fidelity® 500 Index1.047%0.738%3,079,03722,5672022-04-30
Fidelity® 500 Index1.039%1.440%3,056,47043,3952022-03-31
Fidelity® 500 Index1.027%1.531%3,013,07545,4452022-02-28
Ivy Mid Cap Growth Composite1.015%2.727%2,964,36678,6782021-12-31
Fidelity® 500 Index1.012%2.073%2,967,63060,2702022-01-31
Parnassus Mid-Cap1.012%0.000%2,976,11102021-10-31
Parnassus Mid-Cap1.007%0.000%2,976,11102021-07-31
Parnassus Mid-Cap1.007%0.000%2,976,11102021-08-31
Parnassus Mid-Cap1.007%0.000%2,976,11102021-09-30
Fidelity® 500 Index0.992%0.800%2,907,36023,0652021-12-31
Parnassus Mid-Cap0.988%15.411%2,976,111397,3932021-06-30
Fidelity® 500 Index0.987%0.697%2,884,29519,9682021-11-30
Parnassus Mid-Cap0.987%-7.979%2,883,301-250,0002021-12-31
Ivy Mid Cap Growth Composite0.976%3.883%2,885,688107,8592021-09-30
Fidelity® 500 Index0.974%1.288%2,864,32736,4142021-10-31
Fidelity® 500 Index0.970%0.385%2,866,07210,9972021-08-31
Fidelity® 500 Index0.966%0.502%2,855,07514,2532021-07-31
Fidelity® 500 Index0.961%-0.644%2,840,822-18,4082021-06-30
Fidelity® 500 Index0.961%-1.331%2,827,913-38,1592021-09-30
BlackRock Event Driven Equity Instl0.950%150.116%2,783,6451,670,7032022-01-31
Fidelity® 500 Index0.949%1.071%2,859,23030,3082021-05-31
Waddell & Reed Large Cap Growth Eq CF0.939%4.021%2,774,831107,2632021-09-30
Ivy Mid Cap Growth Composite0.922%-0.506%2,777,829-14,1222021-06-30
Ivy Science/Technology Composite0.906%-24.374%2,646,744-853,0322021-12-31
Waddell & Reed Large Cap Growth Eq CF0.885%5.702%2,667,568143,8952021-06-30
Loomis Sayles Growth Y0.882%0.000%2,657,62202021-05-31
iShares Core S&P 500 ETF0.873%0.075%2,560,2631,9142022-03-31
iShares Core S&P 500 ETF0.872%0.082%2,558,3492,0882022-03-30
iShares Core S&P 500 ETF0.862%0.151%2,535,0333,8282022-05-31
American Century Equity Income Inv0.855%25.011%2,497,153499,6002021-12-31
American Century US Value Yield Eq Tr 20.855%25.011%2,497,153499,6002021-12-31
iShares Core S&P 500 ETF0.846%-0.104%2,482,871-2,5802022-02-28
Vanguard Value Index Inv0.846%1.551%2,487,78337,9912022-05-31
Delaware Ivy Science and Technology C0.843%-24.582%2,468,572-804,6262021-12-31
iShares Core S&P 500 ETF0.839%-0.007%2,466,477-1742022-04-28
iShares Core S&P 500 ETF0.839%-0.021%2,465,955-5222022-04-29
Vanguard Value Index Inv0.833%0.599%2,449,79214,5952022-04-30
iShares Core S&P 500 ETF0.830%0.728%2,426,62717,5442021-12-31
Vanguard Value Index Inv0.828%1.397%2,435,19733,5452022-03-31
iShares Core S&P 500 ETF0.827%0.121%2,421,2952,9242022-01-31
iShares Core S&P 500 ETF0.825%0.087%2,428,1262,1002021-11-30
iShares Core S&P 500 ETF0.823%-0.129%2,404,783-3,0962021-12-29
Vanguard Value Index Inv0.819%4.920%2,401,652112,6252022-02-28
iShares Core S&P 500 ETF0.814%0.066%2,395,5761,5752021-10-29
iShares Core S&P 500 ETF0.811%0.089%2,397,1832,1362021-08-31
iShares Core S&P 500 ETF0.808%0.060%2,387,3931,4242021-07-28
iShares Core S&P 500 ETF0.806%-0.022%2,383,655-5342021-07-30
Vanguard Institutional Index I0.797%-0.929%2,354,331-22,0722021-07-31
Vanguard Growth Index Investor0.795%0.363%2,348,4948,4842021-08-31
Vanguard Growth Index Investor0.792%0.569%2,340,01013,2312021-07-31
Vanguard Institutional Index I0.790%-0.854%2,334,231-20,1002021-08-31
Vanguard Institutional Index I0.789%-1.822%2,376,403-44,1002021-06-30
iShares Core S&P 500 ETF0.786%-0.255%2,368,881-6,0522021-06-30
iShares Core S&P 500 ETF0.786%-0.075%2,322,601-1,7502021-09-30
Health Care Select Sector SPDR® ETF0.784%1.205%2,306,89427,4772022-05-31
Loomis Sayles Growth Y0.783%-12.938%2,313,778-343,8442021-06-30
Vanguard Value Index Inv0.781%1.849%2,289,02741,5622022-01-31
Delaware Ivy Mid Cap Growth A0.773%0.000%2,265,33802021-12-31
Vanguard Growth Index Investor0.772%-2.462%2,326,779-58,7292021-06-30
The Merger Fund A0.771%157.940%2,268,0551,388,7582022-03-31
Vanguard Value Index Inv0.769%98.073%2,247,4651,112,7972021-12-31
Vanguard Institutional Index I0.766%-2.950%2,265,368-68,8632021-09-30
Vanguard Institutional Index I0.762%-0.986%2,243,024-22,3442021-10-31
Vanguard Institutional Index I0.761%-0.183%2,238,924-4,1002021-11-30
Vanguard Institutional Index I0.757%-1.150%2,213,173-25,7512021-12-31
Delaware Ivy Mid Cap Growth A0.754%0.000%2,229,46602021-09-30
Vanguard Institutional Index I0.754%-0.231%2,208,071-5,1022022-01-31
Vanguard Institutional Index I0.751%-0.246%2,202,647-5,4242022-02-28
Vanguard Institutional Index I0.750%0.100%2,204,8472,2002022-03-31
Vanguard Institutional Index I0.746%-0.456%2,194,797-10,0502022-04-30
Vanguard Institutional Index I0.746%-0.032%2,194,100-6972022-05-31
Health Care Select Sector SPDR® ETF0.743%-0.212%2,182,675-4,6322022-04-29
Health Care Select Sector SPDR® ETF0.740%-0.283%2,176,499-6,1762022-04-30
First Trust Capital Strength ETF0.731%0.000%2,160,94402021-09-30
First Trust Capital Strength ETF0.731%0.092%2,160,5221,9862021-08-31
Delaware Ivy Mid Cap Growth A0.729%0.000%2,155,49102021-07-31
American Century Mid Cap Value Inv0.728%-0.603%2,128,066-12,9092021-12-31
American Century U.S. Mid Cap Value0.728%-0.603%2,128,066-12,9092021-12-31
First Trust Capital Strength ETF0.725%0.000%2,141,65502021-07-29
American Century Mid Cap Value Inv0.724%0.331%2,140,9757,0652021-09-30
American Century U.S. Mid Cap Value0.724%0.331%2,140,9757,0652021-09-30
Waddell & Reed Large Cap Growth Eq CF0.722%-23.992%2,109,090-665,7412021-12-31
Delaware Ivy Mid Cap Growth A0.715%0.000%2,155,49102021-06-30
Health Care Select Sector SPDR® ETF0.713%-0.349%2,092,737-7,3342022-03-30
Health Care Select Sector SPDR® ETF0.712%-0.203%2,088,491-4,2462022-03-31
Delaware Ivy Large Cap Growth Fund A0.711%0.000%2,100,19402021-09-30
American Century Mid Cap Value Inv0.708%11.588%2,133,910221,6002021-06-30
American Century U.S. Mid Cap Value0.708%11.588%2,133,910221,6002021-06-30
VanEck Morningstar Wide Moat ETF0.701%0.000%2,072,95002021-08-31
First Trust Capital Strength ETF0.697%0.000%2,101,17102021-06-30
Health Care Select Sector SPDR® ETF0.691%1.024%2,024,11220,5112022-01-31
Health Care Select Sector SPDR® ETF0.685%0.504%2,010,21110,0882022-02-28
American Century US Value Yield Eq Tr 20.679%25.031%1,997,553399,9002021-09-30
Delaware Ivy Large Cap Growth Fund A0.676%-1.493%1,999,349-30,3112021-06-30
American Century Equity Income Inv0.676%25.031%1,997,553399,9002021-09-30
Health Care Select Sector SPDR® ETF0.675%0.354%1,971,5536,9482021-12-31
Health Care Select Sector SPDR® ETF0.672%-0.059%1,964,605-1,1582021-12-30
Parnassus Mid-Cap0.660%-32.910%1,934,402-948,8992022-01-31
Delaware Ivy Large Cap Growth Fund A0.550%-25.011%1,609,658-536,8682021-12-31
State St S&P 500® Indx SL Cl III0.456%0.277%1,342,0193,7002022-05-31
State St S&P 500® Indx SL Cl III0.455%0.753%1,338,31910,0002022-04-30
State St S&P 500® Indx SL Cl III0.452%-0.390%1,328,319-5,2002022-03-31
Vanguard Mid-Cap Value ETF0.423%0.769%1,244,4609,4972022-05-31
Vanguard Mid-Cap Value ETF0.420%0.252%1,234,9633,1072022-04-30
Vanguard Mid-Cap Value ETF0.419%0.036%1,231,8564372022-03-31
American Century NT Focused Lg Cap Val G0.378%-1.584%1,110,983-17,8802021-12-31
Vanguard Health Care ETF0.342%3.233%1,005,88131,5012022-04-30
Vanguard Mid-Cap Growth ETF0.338%-0.609%994,028-6,0942022-03-31
Vanguard Mid-Cap Growth ETF0.337%-0.394%990,115-3,9132022-04-30
Vanguard Mid-Cap Growth ETF0.337%-0.050%989,619-4962022-05-31
Vanguard Health Care ETF0.332%-0.211%974,380-2,0572022-03-31
Vanguard Health Care ETF0.323%-5.601%949,547-56,3342022-05-31
Delaware Ivy Large Cap Growth Fund A0.319%0.000%938,22902022-03-31
Blackrock Eq Idx Fund CF0.310%1.095%909,7279,8502022-03-31
The Merger Fund A0.299%0.000%879,297879,2972021-12-31
Fidelity Canadian Large Cap Class F0.292%2.017%860,00017,0002022-03-31
Russell 1000 Index Fund0.284%1.570%833,98712,8922022-03-31
Russell 1000 Index Fund0.284%0.000%833,98702022-04-30
iShares Russell Mid-Cap ETF0.281%0.000%825,51702022-04-29

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