KeyCorp (KEY) Ownership

18.24 ↓0.28 (-1.49%)

As of May 19, 2022, 10:42am EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of KeyCorp (KEY), owning a total of 112.7 million shares. Combined, the top 85 institutional holders of KEY own 222.26% of the company with a total of 2.1 billion shares.

In the latest ownership report, the top 85 institutional holders have decreased their combined ownership of KEY by 5.6 million shares, a 0.27% decrease from the quarter prior.

Institution Ownership Chart

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.109%	0.324%	112,739,807	364,369	2021-09-30
Vanguard Group Inc	11.848%	-2.498%	109,923,407	-2,816,400	2021-12-31
Vanguard Group Inc	11.750%	2.466%	112,375,438	2,704,372	2021-06-30
Vanguard Group Inc	11.421%	1.129%	109,671,066	1,224,262	2021-03-31
BlackRock Inc	9.015%	2.053%	83,634,140	1,682,794	2021-12-31
Capital Research & Mgmt Co - Division 3	8.968%	8.597%	83,201,801	6,586,364	2021-12-31
BlackRock Inc	8.478%	0.499%	81,084,308	402,480	2021-06-30
BlackRock Inc	8.402%	-2.122%	80,681,828	-1,748,755	2021-03-31
Capital Research & Mgmt Co - Division 3	8.229%	7.429%	76,615,437	5,298,001	2021-09-30
Capital Research & Mgmt Co - Division 3	7.457%	1.890%	71,317,436	1,322,539	2021-06-30
Capital Research & Mgmt Co - Division 3	7.289%	2.190%	69,994,897	1,499,672	2021-03-31
State Street Corporation	5.786%	-0.028%	53,676,829	-14,862	2021-12-31
State Street Corporation	5.767%	0.999%	53,691,691	531,045	2021-09-30
State Street Corporation	5.615%	4.723%	53,916,492	2,431,411	2021-03-31
State Street Corporation	5.559%	-1.402%	53,160,646	-755,846	2021-06-30
Boston Partners Global Investors, Inc	3.580%	3.968%	33,333,410	1,272,301	2021-09-30
Boston Partners Global Investors, Inc	3.504%	-2.468%	32,510,696	-822,714	2021-12-31
Boston Partners Global Investors, Inc	3.352%	2.854%	32,061,109	889,709	2021-06-30
Boston Partners Global Investors, Inc	3.246%	8.680%	31,171,400	2,489,505	2021-03-31
Royal Bank of Canada	2.369%	6.821%	22,659,532	1,446,896	2021-06-30
Royal Bank of Canada	2.353%	0.011%	21,828,390	2,457	2021-12-31
Royal Bank of Canada	2.344%	-3.679%	21,825,933	-833,599	2021-09-30
Royal Bank of Canada	2.209%	6.717%	21,212,636	1,335,116	2021-03-31
Geode Capital Management, LLC	1.939%	3.820%	17,992,418	662,049	2021-12-31
Geode Capital Management, LLC	1.861%	-1.306%	17,330,369	-229,403	2021-09-30
Geode Capital Management, LLC	1.836%	5.486%	17,559,772	913,182	2021-06-30
Geode Capital Management, LLC	1.734%	1.853%	16,646,590	302,789	2020-12-31
Amvescap Plc.	1.662%	-1.033%	15,954,705	-166,447	2021-03-31
Amvescap Plc.	1.631%	9.015%	15,187,118	1,255,892	2021-09-30
Charles Schwab Investment Management Inc	1.541%	2.175%	14,293,209	304,266	2021-12-31
Capital World Investors	1.533%	0.000%	14,220,000	0	2021-12-31
Capital World Investors	1.527%	0.000%	14,220,000	0	2021-09-30
Charles Schwab Investment Management Inc	1.503%	8.480%	13,988,943	1,093,578	2021-09-30
Goldman Sachs Group Inc	1.498%	306.188%	13,950,902	10,516,305	2021-09-30
Capital World Investors	1.487%	0.000%	14,220,000	0	2021-06-30
Capital World Investors	1.481%	-35.615%	14,220,000	-7,866,000	2021-03-31
Goldman Sachs Group Inc	1.460%	-2.892%	13,547,505	-403,397	2021-12-31
Amvescap Plc.	1.457%	-12.683%	13,931,226	-2,023,479	2021-06-30
FMR Inc	1.454%	7.808%	13,963,146	1,011,300	2021-03-31
Amvescap Plc.	1.429%	-12.735%	13,253,084	-1,934,034	2021-12-31
Fuller & Thaler Asset Management Inc	1.401%	5.305%	13,039,739	656,922	2021-09-30
Charles Schwab Investment Management Inc	1.348%	10.497%	12,895,365	1,225,005	2021-06-30
Fuller & Thaler Asset Management Inc	1.295%	15.230%	12,382,817	1,636,639	2021-06-30
Charles Schwab Investment Management Inc	1.215%	-7.332%	11,670,360	-923,428	2021-03-31
Northern Trust Corp	1.205%	-0.156%	11,215,959	-17,471	2021-09-30
LSV Asset Management	1.194%	-2.507%	11,114,452	-285,810	2021-09-30
LSV Asset Management	1.192%	14.878%	11,400,262	1,476,461	2021-06-30
Northern Trust Corp	1.184%	-0.098%	11,367,361	-11,192	2021-03-31
Northern Trust Corp	1.177%	-2.649%	10,918,875	-297,084	2021-12-31
LSV Asset Management	1.177%	-1.785%	10,916,052	-198,400	2021-12-31
Northern Trust Corp	1.175%	-1.178%	11,233,430	-133,931	2021-06-30
LSV Asset Management	1.165%	-0.523%	10,858,934	-57,118	2022-03-31
Fuller & Thaler Asset Management Inc	1.119%	16.771%	10,746,178	1,543,398	2021-03-31
NORGES BANK	1.112%	15.364%	10,673,191	1,421,398	2020-12-31
Dimensional Fund Advisors, Inc.	1.097%	0.846%	10,232,228	85,827	2022-03-31
Dimensional Fund Advisors, Inc.	1.094%	1.017%	10,146,401	102,185	2021-12-31
Federated Hermes Inc	1.083%	2.401%	10,048,001	235,550	2021-12-31
Dimensional Fund Advisors, Inc.	1.079%	-0.656%	10,044,216	-66,347	2021-09-30
Federated Hermes Inc	1.068%	-0.273%	10,209,750	-27,989	2021-06-30
Federated Hermes Inc	1.066%	-18.739%	10,237,739	-2,360,789	2021-03-31
Dimensional Fund Advisors, Inc.	1.057%	-0.107%	10,110,563	-10,814	2021-06-30
Dimensional Fund Advisors, Inc.	1.054%	-2.251%	10,121,377	-233,080	2021-03-31
Federated Hermes Inc	1.054%	-3.891%	9,812,451	-397,299	2021-09-30
LSV Asset Management	1.033%	-2.115%	9,923,801	-214,448	2021-03-31
JPMorgan Chase & Co	0.940%	-69.536%	9,029,185	-20,609,197	2021-03-31
Bank of America Corp	0.930%	3.547%	8,627,092	295,493	2021-12-31
Bank of America Corp	0.895%	-0.027%	8,331,599	-2,239	2021-09-30
Bank of America Corp	0.875%	17.900%	8,399,725	1,275,276	2021-03-31
Bank of America Corp	0.871%	-0.784%	8,333,838	-65,887	2021-06-30
Victory Capital Management Inc.	0.863%	-1.121%	8,036,945	-91,088	2021-09-30
Victory Capital Management Inc.	0.850%	8.168%	8,128,033	613,791	2021-06-30
Bank of New York Mellon Corp	0.843%	4.024%	7,823,101	302,630	2021-12-31
Bank of Montreal	0.815%	40.907%	7,587,809	2,202,835	2021-09-30
Bank of New York Mellon Corp	0.814%	1.756%	7,782,234	134,288	2021-06-30
Fuller & Thaler Asset Management Inc	0.814%	-42.122%	7,547,103	-5,492,636	2021-12-31
Bank of New York Mellon Corp	0.796%	-1.349%	7,647,946	-104,590	2021-03-31
Victory Capital Management Inc.	0.783%	10.911%	7,514,242	739,227	2021-03-31
Putnam Investments LLC	0.753%	0.628%	6,982,885	43,578	2021-12-31
Parametric Portfolio Associates LLC	0.750%	1.349%	6,961,573	92,638	2021-12-31
Putnam Investments LLC	0.745%	0.482%	6,939,307	33,297	2021-09-30
Parametric Portfolio Associates LLC	0.738%	2.216%	6,868,935	148,882	2021-09-30
Parametric Portfolio Associates LLC	0.722%	2.579%	6,720,053	168,925	2021-06-30
Putnam Investments LLC	0.722%	0.747%	6,906,010	51,177	2021-06-30
Putnam Investments LLC	0.714%	4.378%	6,854,833	287,490	2021-03-31
J.P. Morgan Investment Management, Inc.	0.709%	-71.149%	6,783,238	-16,727,607	2021-03-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of KeyCorp (KEY), owning a total of 26.8 million shares. Combined, the top 164 mutual fund holders of KEY own 239.59% of the company with a total of 2.2 billion shares.

In the latest ownership report, the top 164 mutual funds have increased their combined ownership of KEY by 19.8 million shares, a 0.88% increase from the quarter prior.

Mutual Funds Chart

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.915%	0.452%	26,822,650	120,569	2022-03-31
Vanguard Total Stock Mkt Idx Inv	2.910%	0.183%	27,089,950	49,561	2021-11-30
Vanguard Total Stock Mkt Idx Inv	2.904%	0.072%	27,040,389	19,377	2021-10-31
Vanguard Total Stock Mkt Idx Inv	2.904%	-1.567%	27,021,012	-430,042	2021-09-30
Vanguard Total Stock Mkt Idx Inv	2.878%	0.045%	26,702,081	11,932	2022-02-28
Vanguard Total Stock Mkt Idx Inv	2.874%	0.865%	26,690,149	228,917	2022-01-31
Vanguard Total Stock Mkt Idx Inv	2.873%	0.150%	27,480,318	41,167	2021-07-31
Vanguard Total Stock Mkt Idx Inv	2.870%	-0.107%	27,451,054	-29,264	2021-08-31
Vanguard Total Stock Mkt Idx Inv	2.857%	-0.383%	27,439,151	-105,516	2021-06-30
Vanguard Total Stock Mkt Idx Inv	2.849%	-2.321%	26,461,232	-628,718	2021-12-31
Vanguard Mid Cap Index Institutional	2.338%	0.527%	21,767,831	114,024	2021-11-30
American Funds American Mutual A	2.334%	31.270%	21,675,919	5,163,447	2021-12-31
Capital Group American Mutual Comp	2.334%	31.270%	21,675,919	5,163,447	2021-12-31
Vanguard Mid Cap Index Institutional	2.326%	0.303%	21,653,807	65,333	2021-10-31
American Funds American Mutual A	2.325%	0.000%	21,675,919	0	2022-03-31
Capital Group American Mutual Comp	2.325%	0.000%	21,675,919	0	2022-03-31
Vanguard Mid Cap Index Institutional	2.320%	-1.748%	21,588,474	-384,159	2021-09-30
Vanguard Mid Cap Index Institutional	2.298%	1.274%	21,320,067	268,133	2022-02-28
Vanguard Mid Cap Index Institutional	2.298%	0.912%	21,972,633	198,468	2021-08-31
Vanguard Mid Cap Index Institutional	2.289%	-1.193%	21,065,659	-254,408	2022-03-31
Vanguard Mid Cap Index Institutional	2.277%	0.747%	21,774,165	161,389	2021-07-31
Vanguard Mid Cap Index Institutional	2.267%	0.032%	21,051,934	6,675	2022-01-31
Vanguard Mid Cap Index Institutional	2.266%	-3.319%	21,045,259	-722,572	2021-12-31
Vanguard Mid Cap Index Institutional	2.251%	-1.179%	21,612,776	-257,866	2021-06-30
Vanguard 500 Index Investor	2.207%	0.594%	20,310,458	119,952	2022-03-31
Vanguard 500 Index Investor	2.182%	0.576%	20,311,362	116,217	2021-11-30
Vanguard 500 Index Investor	2.176%	2.022%	20,190,506	400,059	2022-02-28
Vanguard 500 Index Investor	2.169%	0.551%	20,195,145	110,738	2021-10-31
Vanguard 500 Index Investor	2.158%	-1.099%	20,084,407	-223,070	2021-09-30
American Funds Washington Mutual A	2.139%	-0.015%	19,863,885	-3,030	2021-12-31
Capital Group Wash Mutual Invtrs Comp	2.139%	-0.015%	19,863,885	-3,030	2021-12-31
American Funds Washington Mutual A	2.135%	23.874%	19,866,915	3,828,909	2021-09-30
Capital Group Wash Mutual Invtrs Comp	2.135%	23.874%	19,866,915	3,828,909	2021-09-30
Vanguard 500 Index Investor	2.131%	0.618%	19,790,447	121,472	2022-01-31
American Funds Washington Mutual A	2.130%	0.000%	19,863,885	0	2022-03-31
Capital Group Wash Mutual Invtrs Comp	2.130%	0.000%	19,863,885	0	2022-03-31
Vanguard 500 Index Investor	2.123%	0.427%	20,307,477	86,292	2021-08-31
Vanguard 500 Index Investor	2.118%	-3.163%	19,668,975	-642,387	2021-12-31
Vanguard 500 Index Investor	2.114%	0.820%	20,221,185	164,457	2021-07-31
Vanguard 500 Index Investor	2.089%	0.128%	20,056,728	25,661	2021-06-30
American Funds Capital Income Bldr A	1.845%	8.624%	17,134,300	1,360,331	2021-12-31
American Funds Capital Income Bldr A	1.838%	0.000%	17,134,300	0	2022-03-31
American Funds American Mutual A	1.775%	0.000%	16,512,472	0	2021-09-30
Capital Group American Mutual Comp	1.775%	0.000%	16,512,472	0	2021-09-30
Capital Group American Mutual Comp	1.720%	9.678%	16,519,965	1,457,763	2021-03-31
American Funds American Mutual A	1.720%	-0.045%	16,512,472	-7,493	2021-06-30
Capital Group American Mutual Comp	1.720%	-0.045%	16,512,472	-7,493	2021-06-30
American Funds Capital Income Bldr A	1.695%	5.538%	15,773,969	827,736	2021-09-30
American Funds American Balanced A	1.691%	0.000%	15,708,636	0	2021-12-31
American Funds American Balanced A	1.688%	0.000%	15,708,636	0	2021-09-30
American Funds American Balanced A	1.685%	0.000%	15,708,636	0	2022-03-31
Capital Group Wash Mutual Invtrs Comp	1.671%	-0.057%	16,041,305	-9,109	2021-03-31
American Funds Washington Mutual A	1.670%	-0.021%	16,038,006	-3,299	2021-06-30
Capital Group Wash Mutual Invtrs Comp	1.670%	-0.021%	16,038,006	-3,299	2021-06-30
American Funds American Balanced A	1.636%	-0.881%	15,708,636	-139,606	2021-06-30
JHancock Disciplined Value Mid Cap I	1.623%	2.753%	15,135,641	405,519	2022-03-31
JHancock Disciplined Value Mid Cap I	1.601%	2.091%	14,730,122	301,622	2022-02-28
American Funds Capital Income Bldr A	1.557%	0.000%	14,946,233	0	2021-06-30
JHancock Disciplined Value Mid Cap I	1.555%	0.874%	14,428,500	125,062	2022-01-31
JHancock Disciplined Value Mid Cap I	1.540%	0.000%	14,303,438	0	2021-12-31
JHancock Disciplined Value Mid Cap I	1.536%	1.191%	14,303,438	168,408	2021-11-30
American Funds Income Fund of Amer A	1.531%	0.000%	14,220,000	0	2021-12-31
American Funds Income Fund of Amer A	1.528%	0.000%	14,220,000	0	2021-09-30
JHancock Disciplined Value Mid Cap I	1.518%	3.319%	14,135,030	454,039	2021-09-30
JHancock Disciplined Value Mid Cap I	1.518%	0.000%	14,135,030	0	2021-10-31
Liberty One Opportunity	1.513%	-3.245%	14,527,845	-487,170	2021-06-30
American Funds Income Fund of Amer A	1.481%	0.000%	14,220,000	0	2021-06-30
JHancock Disciplined Value Mid Cap I	1.431%	0.616%	13,680,991	83,722	2021-08-31
JHancock Disciplined Value Mid Cap I	1.422%	0.831%	13,597,269	112,103	2021-07-31
JHancock Disciplined Value Mid Cap I	1.410%	1.824%	13,485,166	241,546	2021-06-30
JHancock Disciplined Value Mid Cap I	1.379%	1.297%	13,243,620	169,530	2021-05-31
Schwab US Dividend Equity ETF™	1.198%	0.204%	11,111,695	22,590	2022-02-28
Fuller & Thaler Small-Cap Value	1.189%	-0.054%	11,068,388	-5,925	2021-09-30
Fuller & Thaler Small-Cap Value	1.158%	5.343%	11,074,313	561,710	2021-08-31
SPDR® S&P 500 ETF Trust	1.156%	0.579%	10,765,508	61,924	2021-12-31
Schwab US Dividend Equity ETF™	1.153%	0.290%	10,751,501	31,104	2022-04-29
SPDR® S&P 500 ETF Trust	1.150%	0.293%	10,703,584	31,236	2021-12-30
Schwab US Dividend Equity ETF™	1.127%	0.292%	10,366,211	30,147	2022-03-31
Undiscovered Managers Behavioral Val L	1.118%	0.000%	10,409,462	0	2021-09-30
SPDR® S&P 500 ETF Trust	1.111%	-0.428%	10,323,272	-44,388	2022-01-31
Schwab US Dividend Equity ETF™	1.105%	0.037%	10,261,218	3,762	2022-01-31
SPDR® S&P 500 ETF Trust	1.102%	0.506%	10,259,284	51,612	2021-10-31
Financial Select Sector SPDR® ETF	1.102%	0.203%	10,233,830	20,678	2022-01-31
SPDR® S&P 500 ETF Trust	1.099%	0.478%	10,114,700	48,136	2022-03-31
SPDR® S&P 500 ETF Trust	1.096%	0.265%	10,207,672	26,928	2021-10-29
SPDR® S&P 500 ETF Trust	1.096%	0.736%	10,207,111	74,613	2021-11-30
Undiscovered Managers Behavioral Val L	1.096%	5.193%	10,477,962	517,279	2021-07-31
Financial Select Sector SPDR® ETF	1.095%	-0.574%	10,162,652	-58,658	2022-02-28
Fuller & Thaler Small-Cap Value	1.095%	13.632%	10,512,603	1,261,120	2021-05-31
Financial Select Sector SPDR® ETF	1.094%	-0.191%	10,061,624	-19,228	2022-03-31
SPDR® S&P 500 ETF Trust	1.091%	1.757%	10,124,898	174,812	2022-02-28
Undiscovered Managers Behavioral Val L	1.088%	-0.654%	10,409,462	-68,500	2021-08-31
iShares Select Dividend ETF	1.075%	0.200%	10,020,703	19,999	2022-04-29
iShares Select Dividend ETF	1.073%	0.057%	10,000,704	5,714	2022-04-28
iShares Select Dividend ETF	1.071%	0.000%	9,936,289	0	2022-02-28
SPDR® S&P 500 ETF Trust	1.066%	0.771%	9,935,696	76,033	2022-04-30
Schwab US Dividend Equity ETF™	1.058%	0.204%	9,853,197	20,032	2021-11-30
SPDR® S&P 500 ETF Trust	1.058%	0.423%	9,859,663	41,572	2022-04-29
SPDR® S&P 500 ETF Trust	1.057%	-0.366%	10,112,447	-37,092	2021-09-30
iShares Select Dividend ETF	1.055%	0.145%	9,710,879	14,080	2022-03-31
iShares Select Dividend ETF	1.054%	-0.304%	9,786,078	-29,840	2022-01-31
SPDR® S&P 500 ETF Trust	1.053%	0.547%	10,069,417	54,816	2021-08-31
SPDR® S&P 500 ETF Trust	1.045%	1.118%	10,037,327	110,968	2021-06-30
SPDR® S&P 500 ETF Trust	1.044%	0.465%	9,987,193	46,251	2021-07-31
Financial Select Sector SPDR® ETF	1.043%	0.640%	9,708,576	61,776	2021-10-29
Financial Select Sector SPDR® ETF	1.042%	-0.076%	9,701,232	-7,344	2021-10-31
Undiscovered Managers Behavioral Val L	1.042%	0.949%	9,960,683	93,635	2021-06-30
Schwab US Dividend Equity ETF™	1.041%	0.324%	9,689,553	31,327	2021-12-31
Schwab US Dividend Equity ETF™	1.037%	0.117%	9,658,226	11,241	2021-12-30
Fidelity® 500 Index	1.036%	1.531%	9,534,781	143,817	2022-02-28
iShares Select Dividend ETF	1.036%	0.000%	9,645,397	0	2021-12-31
Fidelity® 500 Index	1.035%	1.200%	9,649,147	114,366	2022-03-31
Financial Select Sector SPDR® ETF	1.035%	0.048%	9,634,938	4,631	2021-12-31
SPDR® S&P 500 ETF Trust	1.034%	0.940%	9,931,806	92,502	2021-07-28
iShares Select Dividend ETF	1.034%	0.000%	9,629,703	0	2021-12-29
Financial Select Sector SPDR® ETF	1.034%	0.088%	9,630,307	8,420	2021-12-30
Federated Hermes Strategic Val Dividend	1.034%	0.000%	9,604,235	0	2021-12-31
Federated Hermes Strategic Value Div IS	1.034%	0.000%	9,604,235	0	2021-12-31
Schwab US Dividend Equity ETF™	1.034%	0.185%	9,624,081	17,740	2021-10-29
Federated Hermes Strategic Val Dividend	1.032%	0.000%	9,604,235	0	2021-09-30
Undiscovered Managers Behavioral Val L	1.028%	-0.720%	9,867,048	-71,600	2021-05-31
Financial Select Sector SPDR® ETF	1.027%	0.516%	9,824,028	50,460	2021-08-31
Financial Select Sector SPDR® ETF	1.026%	-0.226%	9,552,836	-21,600	2021-11-30
iShares Select Dividend ETF	1.016%	0.095%	9,463,171	8,952	2021-11-30
Fidelity® 500 Index	1.012%	2.073%	9,390,964	190,724	2022-01-31
Federated Hermes Strategic Val Dividend	1.004%	0.000%	9,604,235	0	2021-06-30
Federated Hermes Strategic Value Div IS	1.004%	0.000%	9,604,235	0	2021-09-30
Financial Select Sector SPDR® ETF	1.004%	-0.215%	9,639,238	-20,779	2021-06-30
Fidelity® 500 Index	1.002%	0.697%	9,332,147	64,609	2021-11-30
iShares Select Dividend ETF	1.002%	0.032%	9,325,104	2,977	2021-10-29
Federated Hermes Strategic Val Dividend	1.000%	-19.554%	9,604,235	-2,334,440	2021-03-31
Federated Hermes Strategic Value Div IS	1.000%	0.000%	9,604,235	0	2021-06-30
Fidelity® 500 Index	0.995%	1.288%	9,267,538	117,824	2021-10-31
Fidelity® 500 Index	0.991%	-1.414%	9,200,240	-131,907	2021-12-31
iShares Select Dividend ETF	0.987%	0.032%	9,478,621	2,984	2021-06-30
Fidelity® 500 Index	0.983%	-0.884%	9,149,714	-81,631	2021-09-30
Financial Select Sector SPDR® ETF	0.982%	-0.111%	9,430,438	-10,440	2021-07-28
Financial Select Sector SPDR® ETF	0.981%	0.462%	9,382,040	43,100	2021-09-30
Financial Select Sector SPDR® ETF	0.979%	1.875%	9,127,909	168,019	2022-04-29
Financial Select Sector SPDR® ETF	0.977%	-1.219%	9,345,178	-115,275	2021-07-31
Schwab US Dividend Equity ETF™	0.973%	0.197%	9,307,533	18,272	2021-09-30
Fidelity® 500 Index	0.965%	0.385%	9,231,345	35,365	2021-08-31
iShares Select Dividend ETF	0.964%	0.000%	9,220,412	0	2021-08-31
iShares Select Dividend ETF	0.964%	0.090%	9,218,822	8,246	2021-09-30
Fidelity® 500 Index	0.962%	0.502%	9,195,980	45,920	2021-07-31
Fidelity® 500 Index	0.957%	1.175%	9,150,060	106,251	2021-06-30
iShares Select Dividend ETF	0.956%	0.000%	9,141,086	0	2021-07-30
Financial Select Sector SPDR® ETF	0.955%	-2.456%	8,903,744	-224,165	2022-04-30
iShares Select Dividend ETF	0.952%	-0.257%	9,141,086	-23,517	2021-07-28
Fidelity® 500 Index	0.942%	1.071%	9,043,809	95,868	2021-05-31
First Trust Rising Dividend Achiev ETF	0.893%	0.354%	8,220,436	29,008	2022-03-31
First Trust Rising Dividend Achiev ETF	0.887%	0.000%	8,271,888	0	2022-04-29
iShares Core S&P 500 ETF	0.876%	0.075%	8,057,701	6,039	2022-03-31
iShares Core S&P 500 ETF	0.856%	-0.104%	7,944,640	-8,235	2022-02-28
Vanguard Mid-Cap Value ETF	0.855%	0.801%	7,958,356	63,256	2021-11-30
Federated Hermes Strategic Value Div IS	0.852%	-18.339%	7,842,960	-1,761,275	2022-03-31
Vanguard Mid-Cap Value ETF	0.848%	0.705%	7,895,100	55,283	2021-10-31
Federated Hermes Strategic Val Dividend	0.841%	-18.339%	7,842,960	-1,761,275	2022-03-31
Vanguard Mid-Cap Value ETF	0.840%	1.361%	7,793,586	104,608	2022-02-28
Vanguard Mid-Cap Value ETF	0.836%	-0.016%	7,792,314	-1,272	2022-03-31
iShares Core S&P 500 ETF	0.836%	0.727%	7,761,823	55,998	2021-12-31
iShares Core S&P 500 ETF	0.834%	0.121%	7,744,804	9,333	2022-01-31
Vanguard Mid-Cap Value ETF	0.828%	2.080%	7,688,978	156,675	2022-01-31
Vanguard Mid-Cap Value ETF	0.811%	-5.354%	7,532,303	-426,053	2021-12-31