Unum Group (UNM) Ownership

31.27 ↓2.55 (-7.53%)
As of July 5, 2022, 12:17pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Unum Group (UNM), owning a total of 25.4 million shares. Combined, the top 103 institutional holders of UNM own 281.28% of the company with a total of 572.3 million shares.

In the latest ownership report, the top 103 institutional holders have increased their combined ownership of UNM by 10.4 million shares, a 1.78% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.416%1.197%25,358,507299,8252021-03-31
Vanguard Group Inc12.410%0.007%25,360,3911,8842021-06-30
BlackRock Inc11.278%48.036%22,845,0787,412,9522021-12-31
Vanguard Group Inc10.776%-0.913%21,827,583-201,1412021-12-31
Vanguard Group Inc10.775%-13.137%22,028,724-3,331,6672021-09-30
Vanguard Group Inc10.660%-1.791%21,436,564-391,0192022-03-31
FMR Inc9.061%4.750%18,221,534826,2792022-03-31
FMR Inc8.588%-0.572%17,395,255-100,0762021-12-31
FMR Inc8.586%-3.674%17,535,738-668,7692021-03-31
FMR Inc8.582%0.024%17,539,9734,2352021-06-30
FMR Inc8.557%-0.255%17,495,331-44,6422021-09-30
BlackRock Inc8.512%7.534%17,385,5451,218,0462021-03-31
BlackRock Inc8.452%-0.633%17,275,422-110,1232021-06-30
State Street Corporation5.279%10.406%10,789,0061,016,9132021-06-30
State Street Corporation4.785%9.575%9,772,093853,8972021-03-31
Dimensional Fund Advisors, Inc.4.370%5.331%8,930,742452,0302021-06-30
Dimensional Fund Advisors, Inc.4.273%-2.179%8,736,165-194,5772021-09-30
Dimensional Fund Advisors, Inc.4.153%4.859%8,384,316388,5082022-03-31
Dimensional Fund Advisors, Inc.4.151%15.328%8,478,7121,126,8772021-03-31
Dimensional Fund Advisors, Inc.3.947%-8.475%7,995,808-740,3572021-12-31
Amvescap Plc.3.474%6.871%7,100,155456,4672021-06-30
State Street Corporation3.451%8.734%6,940,052557,4742022-03-31
Amvescap Plc.3.253%21.205%6,643,6881,162,2992021-03-31
State Street Corporation3.151%3.748%6,382,578230,5462021-12-31
State Street Corporation3.009%-42.979%6,152,032-4,636,9742021-09-30
Donald Smith & Co Inc2.573%0.006%5,211,0363142021-12-31
Donald Smith & Co Inc2.549%0.049%5,210,7222,5382021-09-30
Donald Smith & Co Inc2.548%0.441%5,208,18422,8802021-06-30
Donald Smith & Co Inc2.539%-12.645%5,185,304-750,5902021-03-31
Donald Smith & Co Inc2.444%-5.682%4,914,951-296,0852022-03-31
Arrowstreet Capital Limited Partnership2.430%7.163%4,923,009329,0552021-12-31
Arrowstreet Capital Limited Partnership2.247%5.239%4,593,954228,6942021-09-30
Arrowstreet Capital Limited Partnership2.136%5.284%4,365,260219,0812021-06-30
Charles Schwab Investment Management Inc2.135%7.196%4,293,213288,2092022-03-31
Arrowstreet Capital Limited Partnership2.030%-1.706%4,146,179-71,9582021-03-31
Geode Capital Management, LLC1.994%0.785%4,072,72331,7142020-12-31
Charles Schwab Investment Management Inc1.977%4.412%4,005,004169,2142021-12-31
LSV Asset Management1.974%-5.344%4,031,575-227,6002021-03-31
LSV Asset Management1.931%-2.081%3,947,675-83,9002021-06-30
Geode Capital Management, LLC1.928%-3.230%3,941,190-131,5332021-06-30
Charles Schwab Investment Management Inc1.902%8.749%3,886,476312,6672021-06-30
LSV Asset Management1.890%-2.100%3,864,773-82,9022021-09-30
Charles Schwab Investment Management Inc1.876%-1.304%3,835,790-50,6862021-09-30
LSV Asset Management1.817%-4.769%3,680,473-184,3002021-12-31
Bank of New York Mellon Corp1.789%-1.989%3,624,655-73,5552021-12-31
LSV Asset Management1.759%-3.544%3,550,046-130,4272022-03-31
Charles Schwab Investment Management Inc1.750%-3.636%3,573,809-134,8542021-03-31
Bank of New York Mellon Corp1.623%-9.950%3,263,990-360,6652022-03-31
Parametric Portfolio Associates LLC1.516%1.029%3,098,53131,5492021-06-30
Parametric Portfolio Associates LLC1.502%0.163%3,066,9824,9972021-03-31
Bank of New York Mellon Corp1.468%17.461%2,998,773445,7692021-06-30
Geode Capital Management, LLC1.461%3.866%2,959,087110,1422021-12-31
Wellington Management Company LLP1.421%-0.305%2,901,533-8,8802021-03-31
Amvescap Plc.1.405%-0.558%2,845,675-15,9582021-12-31
Wellington Management Company LLP1.402%-1.255%2,865,123-36,4102021-06-30
Amvescap Plc.1.400%-59.696%2,861,633-4,238,5222021-09-30
Geode Capital Management, LLC1.393%-27.714%2,848,945-1,092,2452021-09-30
Geode Capital Management, LLC1.376%-6.465%2,767,776-191,3112022-03-31
Jacobs Levy Equity Management, Inc.1.322%67.552%2,703,2731,089,8802021-09-30
NORGES BANK1.322%13.238%2,700,253315,6742020-12-31
Amvescap Plc.1.310%-7.434%2,634,128-211,5472022-03-31
Jacobs Levy Equity Management, Inc.1.296%-2.909%2,624,626-78,6472021-12-31
Goldman Sachs Group Inc1.273%0.721%2,560,63418,3302022-03-31
Parametric Portfolio Associates LLC1.268%-16.308%2,593,220-505,3112021-09-30
Jacobs Levy Equity Management, Inc.1.265%-3.098%2,543,316-81,3102022-03-31
Goldman Sachs Group Inc1.255%45.366%2,542,304793,4072021-12-31
Bank of New York Mellon Corp1.250%-3.224%2,553,004-85,0592021-03-31
Mellon Investments Corporation1.195%-1.532%2,420,328-37,6542021-12-31
Parametric Portfolio Associates LLC1.187%-7.281%2,404,404-188,8162021-12-31
Parametric Portfolio Associates LLC1.111%-7.072%2,234,356-170,0482022-03-31
ClearBridge Advisors, LLC1.090%721.468%2,227,0891,955,9782021-06-30
ClearBridge Advisors, LLC1.071%-1.693%2,189,385-37,7042021-09-30
Two Sigma Advisers, LLC1.050%34.350%2,127,300543,9002021-12-31
Susquehanna International Group, LLP1.016%3,622.110%2,077,5352,021,7192021-09-30
ClearBridge Advisors, LLC1.010%-6.541%2,046,173-143,2122021-12-31
Two Sigma Advisers, LLC0.995%-5.594%2,008,300-119,0002022-03-31
Northern Trust Corp0.990%-1.673%2,022,519-34,4042021-03-31
Northern Trust Corp0.969%0.350%1,981,1976,9072021-09-30
Northern Trust Corp0.966%-2.385%1,974,290-48,2292021-06-30
ClearBridge Advisors, LLC0.958%-5.844%1,926,590-119,5832022-03-31
Mellon Investments Corporation0.955%24.898%1,951,695389,0622021-06-30
Deutsche Bank AG0.948%3,716.720%1,905,4981,855,5732022-03-31
Northern Trust Corp0.937%-4.190%1,898,190-83,0072021-12-31
Northern Trust Corp0.907%-3.884%1,824,458-73,7322022-03-31
Morgan Stanley - Brokerage Accounts0.873%-28.330%1,781,907-704,3682021-03-31
Morgan Stanley - Brokerage Accounts0.857%7.446%1,736,766120,3592021-12-31
Goldman Sachs Group Inc0.855%16.263%1,748,897244,6322021-09-30
AQR Capital Management LLC0.845%2.466%1,726,01841,5352021-06-30
First Trust Advisors L.P.0.829%33.220%1,667,264415,7562022-03-31
AQR Capital Management LLC0.825%53.885%1,684,483589,8482021-03-31
Morgan Stanley - Brokerage Accounts0.791%1.588%1,616,40725,2662021-09-30
Jacobs Levy Equity Management, Inc.0.789%159.399%1,613,393991,4202021-06-30
Morgan Stanley - Brokerage Accounts0.779%-10.706%1,591,141-190,7662021-06-30
Two Sigma Advisers, LLC0.775%47.088%1,583,400506,9002021-09-30
Two Sigma Investments LLC0.767%106.835%1,568,956810,4002021-09-30
Mellon Investments Corporation0.765%1.385%1,562,63321,3492021-03-31
JANE STREET GROUP, LLC0.749%18,787.300%1,531,5711,523,4622021-09-30
Goldman Sachs Group Inc0.736%24.781%1,504,265298,7382021-06-30
Aperio Group, LLC0.735%1.156%1,501,36717,1522020-12-31
AQR Capital Management LLC0.635%6.869%1,277,69682,1232022-03-31
Goldman Sachs Group Inc0.590%-14.597%1,205,527-206,0402021-03-31
First Trust Advisors L.P.0.540%-59.675%1,103,127-1,632,4402021-03-31
Citadel Advisors Llc0.501%365.092%1,022,244802,4502021-03-31

Mutual Fund Ownership

Fidelity® Low-Priced Stock is the biggest individual fund holder of Unum Group (UNM), owning a total of 14.2 million shares. Combined, the top 230 mutual fund holders of UNM own 395.64% of the company with a total of 804.3 million shares.

In the latest ownership report, the top 230 mutual funds have increased their combined ownership of UNM by 5.2 million shares, a 0.64% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Fidelity® Low-Priced Stock6.960%-0.171%14,214,239-24,3542021-01-31
Fidelity® Low-Priced Stock6.944%-0.150%13,964,568-20,9662022-03-31
Fidelity® Low-Priced Stock6.937%-0.109%13,949,377-15,1912022-04-30
Fidelity® Low-Priced Stock6.928%-0.198%13,985,534-27,7132022-02-28
Fidelity® Low-Priced Stock6.928%0.000%14,029,38802021-11-30
Fidelity® Low-Priced Stock6.923%-0.048%14,022,646-6,7422021-12-31
Fidelity® Low-Priced Stock6.918%-0.067%14,013,247-9,3992022-01-31
Fidelity® Low-Priced Stock6.891%0.000%14,081,57002021-05-31
Fidelity® Low-Priced Stock6.883%-0.089%14,069,102-12,4682021-06-30
Fidelity® Low-Priced Stock6.883%0.000%14,069,10202021-07-31
Fidelity® Low-Priced Stock6.870%-0.182%14,043,471-25,6312021-08-31
Fidelity® Low-Priced Stock6.862%-0.100%14,029,388-14,0832021-09-30
Fidelity® Low-Priced Stock6.862%0.000%14,029,38802021-10-31
iShares Core S&P Mid-Cap ETF2.918%0.081%5,868,3264,7562022-05-31
iShares Core S&P Mid-Cap ETF2.897%0.882%5,848,11351,1272022-04-28
iShares Core S&P Mid-Cap ETF2.894%-0.122%5,840,979-7,1342022-04-29
iShares Core S&P Mid-Cap ETF2.876%0.000%5,782,48402022-06-29
iShares Core S&P Mid-Cap ETF2.867%0.041%5,807,6562,3602022-03-31
iShares Core S&P Mid-Cap ETF2.866%-0.304%5,805,296-17,7002022-03-30
Vanguard Total Stock Mkt Idx Inv2.859%9.412%5,790,294498,1042022-02-28
iShares Core S&P Mid-Cap ETF2.822%0.041%5,716,2352,3422022-02-28
iShares Core S&P Mid-Cap ETF2.798%-0.315%5,665,789-17,8782022-01-31
iShares Core S&P Mid-Cap ETF2.766%0.041%5,655,5632,3422021-12-31
iShares Core S&P Mid-Cap ETF2.765%0.678%5,653,22138,0892021-12-29
iShares Core S&P Mid-Cap ETF2.690%0.042%5,499,5592,3062021-11-30
Vanguard Total Stock Mkt Idx Inv2.680%0.507%5,389,19727,1912022-05-31
iShares Core S&P Mid-Cap ETF2.678%0.000%5,474,19302021-10-29
Vanguard Total Stock Mkt Idx Inv2.656%0.110%5,362,0065,8752022-04-30
Vanguard Total Stock Mkt Idx Inv2.653%-7.498%5,356,131-434,1632022-03-31
Vanguard Total Stock Mkt Idx Inv2.613%1.114%5,292,19058,2882022-01-31
Vanguard Total Stock Mkt Idx Inv2.566%0.252%5,247,17213,2102021-11-30
Vanguard Total Stock Mkt Idx Inv2.561%0.064%5,233,9623,3262021-10-31
Vanguard Total Stock Mkt Idx Inv2.560%-0.253%5,233,902-13,2702021-12-31
Vanguard Total Stock Mkt Idx Inv2.559%0.519%5,230,63626,9952021-09-30
Donald Smith & Co. All Eq Accounts Comp2.557%0.000%5,177,49002021-12-31
Vanguard Total Stock Mkt Idx Inv2.550%0.194%5,211,37710,0712021-07-31
Vanguard Total Stock Mkt Idx Inv2.547%-0.201%5,201,306-10,4642021-06-30
Vanguard Total Stock Mkt Idx Inv2.546%-0.148%5,203,641-7,7362021-08-31
Donald Smith & Co. All Eq Accounts Comp2.535%0.345%5,176,38017,8002021-06-30
Donald Smith & Co. All Eq Accounts Comp2.533%0.021%5,177,4901,1102021-09-30
iShares Select Dividend ETF2.510%0.055%5,047,3922,7802022-06-29
iShares Select Dividend ETF2.498%0.306%5,022,71415,3342022-05-31
iShares Select Dividend ETF2.417%0.200%4,879,4879,7372022-04-29
Donald Smith & Co. All Eq Accounts Comp2.416%-5.794%4,877,490-300,0002022-03-31
iShares Select Dividend ETF2.412%0.057%4,869,7502,7822022-04-28
iShares Select Dividend ETF2.334%0.145%4,727,6056,8552022-03-31
iShares Select Dividend ETF2.331%0.411%4,720,75019,3122022-03-30
Vanguard Small Cap Index2.296%0.134%4,617,5716,1932022-05-31
Vanguard Small Cap Index2.288%-0.135%4,632,628-6,2802022-01-31
Vanguard Small Cap Index2.285%-0.183%4,612,677-8,4492022-03-31
Vanguard Small Cap Index2.284%-0.028%4,611,378-1,2992022-04-30
Vanguard Small Cap Index2.281%-0.248%4,621,126-11,5022022-02-28
Vanguard Small Cap Index2.269%0.289%4,638,90813,3582021-12-31
Vanguard Small Cap Index2.262%0.626%4,625,55028,7722021-11-30
Vanguard Small Cap Index2.249%0.379%4,596,77817,3402021-10-31
Vanguard Small Cap Index2.245%0.296%4,587,98513,5312021-08-31
Vanguard Small Cap Index2.241%-0.186%4,579,438-8,5472021-09-30
Vanguard Small Cap Index2.240%1.134%4,575,12651,2952021-06-30
Vanguard Small Cap Index2.238%-0.015%4,574,454-6722021-07-31
Vanguard 500 Index Investor2.092%0.497%4,274,83221,1202021-08-31
Vanguard 500 Index Investor2.081%0.759%4,253,71232,0432021-07-31
Vanguard 500 Index Investor2.067%0.246%4,221,66910,3482021-06-30
iShares Select Dividend ETF2.050%0.000%4,153,03702022-02-28
iShares Select Dividend ETF2.018%-0.304%4,087,513-12,4702022-01-31
iShares Select Dividend ETF1.972%0.000%4,031,45402021-12-31
iShares Select Dividend ETF1.967%0.000%4,020,71602021-12-29
iShares Select Dividend ETF1.947%0.032%3,977,1441,2522021-06-30
iShares Select Dividend ETF1.932%0.095%3,950,7163,7382021-11-30
iShares Select Dividend ETF1.891%0.000%3,865,99302021-09-30
iShares Select Dividend ETF1.891%0.000%3,865,99302021-10-29
iShares Select Dividend ETF1.887%0.000%3,857,79402021-08-31
iShares Select Dividend ETF1.871%-0.289%3,820,669-11,0892021-07-28
iShares Select Dividend ETF1.870%0.000%3,820,66902021-07-30
Donald Smith & Co. Md-Cap Val Eq1.811%0.000%3,668,00002021-12-31
Vanguard Selected Value Inv1.811%0.000%3,668,00002021-12-31
Vanguard Selected Value Inv1.796%-14.259%3,668,000-610,0002021-03-31
Donald Smith & Co. Md-Cap Val Eq1.796%0.000%3,668,00002021-06-30
Vanguard Selected Value Inv1.796%0.000%3,668,00002021-06-30
Donald Smith & Co. Md-Cap Val Eq1.795%0.000%3,668,00002021-09-30
Vanguard Selected Value Inv1.794%0.000%3,668,00002021-09-30
Donald Smith & Co. Md-Cap Val Eq1.668%-8.179%3,368,000-300,0002022-03-31
Vanguard Selected Value Inv1.668%-8.179%3,368,000-300,0002022-03-31
DFA US Small Cap Value I1.551%1.399%3,118,08043,0062022-04-30
DFA US Small Cap Value I1.551%0.000%3,118,08002022-05-31
DFA US Small Cap Value I1.530%4.031%3,126,744121,1602021-08-31
DFA US Small Cap Value I1.530%0.000%3,126,74402021-09-30
DFA US Small Cap Value I1.523%2.092%3,075,07463,0122022-03-31
Vanguard Equity-Income Inv1.503%2.598%3,043,94577,0652021-12-31
Vanguard Equity-Income Inv1.500%-0.650%3,064,147-20,0312021-03-31
Vanguard Equity-Income Inv1.493%-0.441%3,050,629-13,5182021-06-30
Vanguard Small Cap Value Index Inv1.492%0.680%3,012,68220,3342022-03-31
Vanguard Small Cap Value Index Inv1.489%-0.261%3,004,808-7,8742022-04-30
DFA US Small Cap Value I1.487%18.546%3,012,062471,2252022-02-28
Vanguard Small Cap Value Index Inv1.479%-1.047%2,973,336-31,4722022-05-31
Vanguard Small Cap Value Index Inv1.477%0.326%2,992,3489,7112022-02-28
Vanguard Small Cap Value Index Inv1.473%1.504%2,982,63744,1892022-01-31
DFA US Small Cap Value I1.471%5.595%3,005,584159,2632021-07-31
Vanguard Equity-Income Inv1.451%-2.745%2,966,880-83,7492021-09-30
Vanguard Small Cap Value Index Inv1.437%0.714%2,938,44820,8162021-12-31
Vanguard Small Cap Value Index Inv1.427%0.870%2,917,63225,1702021-11-30
Vanguard Small Cap Value Index Inv1.415%0.819%2,892,46223,4872021-10-31
Vanguard Small Cap Value Index Inv1.404%0.765%2,868,97521,7702021-09-30
Vanguard Equity-Income Inv1.399%-7.203%2,824,684-219,2612022-03-31
Vanguard Small Cap Value Index Inv1.395%0.127%2,851,8413,6122021-07-31
Vanguard Small Cap Value Index Inv1.395%3.542%2,848,22997,4392021-06-30
Vanguard Small Cap Value Index Inv1.393%-0.163%2,847,205-4,6362021-08-31
DFA US Small Cap Value I1.393%7.602%2,846,321201,0972021-06-30
Vanguard Extended Market Index Investor1.353%0.481%2,719,82513,0072022-05-31
Vanguard Extended Market Index Investor1.348%0.182%2,755,3795,0052021-11-30
Vanguard Extended Market Index Investor1.346%0.174%2,750,3744,7772021-10-31
Vanguard Extended Market Index Investor1.343%0.000%2,745,5972,745,5972021-09-30
Vanguard Extended Market Index Investor1.341%0.862%2,706,81823,1232022-04-30
Vanguard Extended Market Index Investor1.335%0.475%2,703,88712,7702022-02-28
Vanguard Extended Market Index Investor1.329%-0.747%2,683,695-20,1922022-03-31
Vanguard Extended Market Index Investor1.329%-0.266%2,691,117-7,1812022-01-31
Vanguard Extended Market Index Investor1.320%-2.072%2,698,298-57,0812021-12-31
Vanguard Windsor Investor Shares1.315%0.000%2,685,47702021-03-31
Vanguard Windsor Investor Shares1.300%-1.115%2,655,523-29,9542021-06-30
DFA US Small Cap Value I1.295%39.140%2,645,224744,1032021-05-31
DFA US Small Cap Value I1.254%2.012%2,540,83750,1152022-01-31
Schwab US Dividend Equity ETF™1.236%0.498%2,485,09912,3122022-06-29
DFA US Small Cap Value I1.230%6.209%2,490,722145,6162021-12-31
Schwab US Dividend Equity ETF™1.214%0.139%2,440,6003,3932022-05-31
Schwab US Dividend Equity ETF™1.171%0.204%2,372,4204,8242022-02-28
Schwab US Dividend Equity ETF™1.170%0.355%2,361,2568,3592022-04-29
DFA US Small Cap Value I1.147%-24.999%2,345,106-781,6382021-10-31
DFA US Small Cap Value I1.147%0.000%2,345,10602021-11-30
Invesco S&P 500® Pure Value ETF1.133%-1.554%2,314,115-36,5392021-06-30
Schwab US Dividend Equity ETF™1.125%0.402%2,278,2779,1262022-03-31
Schwab US Dividend Equity ETF™1.120%0.310%2,269,1517,0202022-03-30
SPDR® Portfolio S&P 500 High Div ETF1.119%0.000%2,285,58702021-07-30
iShares Core S&P Mid-Cap ETF1.090%25.205%2,228,128448,5462021-09-30
Schwab US Dividend Equity ETF™1.083%0.037%2,192,8608042022-01-31
SPDR® Portfolio S&P 500 High Div ETF1.038%0.000%2,120,88502021-08-31
SPDR® S&P 500 ETF Trust1.036%0.547%2,116,80711,5202021-08-31
SPDR® S&P 500 ETF Trust1.033%1.116%2,110,02723,2802021-06-30
SPDR® S&P 500 ETF Trust1.027%0.465%2,099,5279,7202021-07-31
SPDR® S&P 500 ETF Trust1.023%0.150%2,089,8073,1202021-07-30
SPDR® S&P 500 ETF Trust1.022%0.940%2,087,88719,4402021-07-28
Schwab US Dividend Equity ETF™1.015%0.203%2,075,6404,2082021-11-30
SPDR® Portfolio S&P 500 High Div ETF1.014%0.296%2,069,9566,1112021-07-28
Schwab US Dividend Equity ETF™1.012%0.155%2,069,2713,2042021-12-31
Financial Select Sector SPDR® ETF1.012%0.519%2,067,91110,6722021-08-31
Schwab US Dividend Equity ETF™1.011%0.116%2,066,0672,4032021-12-30
Invesco S&P 500® Pure Value ETF0.998%0.000%2,040,47202021-08-31
Financial Select Sector SPDR® ETF0.993%-0.209%2,028,571-4,2522021-06-30
Schwab US Dividend Equity ETF™0.992%0.375%2,027,5117,5642021-10-29
Invesco S&P 500® Pure Value ETF0.986%-0.884%2,014,016-17,9702021-07-29
SPDR® Portfolio S&P 500 High Div ETF0.984%0.174%2,009,1343,4882021-06-30
Fidelity LowPriced Stock Commingled Pl0.978%0.365%1,967,1757,1452022-03-31
DFA US Targeted Value I0.975%0.000%1,974,17402021-12-31
DFA US Targeted Value I0.975%0.000%1,974,17402022-01-31
Financial Select Sector SPDR® ETF0.974%-0.212%1,991,251-4,2322021-07-30
Financial Select Sector SPDR® ETF0.972%-0.111%1,984,903-2,2082021-07-28
Fidelity LowPriced Stock Commingled Pl0.968%0.000%1,960,03002021-12-31
DFA US Targeted Value I0.966%3.038%1,974,17458,2002021-10-31
DFA US Targeted Value I0.966%0.000%1,974,17402021-11-30
Financial Select Sector SPDR® ETF0.963%-1.224%1,966,871-24,3802021-07-31
Schwab US Dividend Equity ETF™0.959%0.315%1,960,7726,1472021-09-30
Fidelity LowPriced Stock Commingled Pl0.959%0.186%1,960,0303,6312021-09-30
Fidelity LowPriced Stock Commingled Pl20.959%0.186%1,960,0303,6312021-09-30
Fidelity LowPriced Stock Commingled Pl20.958%-7.292%1,956,399-153,8752021-03-31
Fidelity LowPriced Stock Commingled Pl20.957%0.000%1,956,39902021-06-30
Fidelity® 500 Index0.951%0.385%1,942,6987,4542021-08-31
Fidelity® 500 Index0.947%0.501%1,935,2449,6542021-07-31
Fidelity® 500 Index0.942%1.250%1,925,59023,7742021-06-30
DFA US Targeted Value I0.938%5.544%1,915,974100,6492021-05-31
DFA US Targeted Value I0.938%0.000%1,915,97402021-06-30
DFA US Targeted Value I0.937%0.000%1,915,97402021-07-31
DFA US Targeted Value I0.937%0.000%1,915,97402021-08-31
DFA US Targeted Value I0.937%0.000%1,915,97402021-09-30
Fidelity® 500 Index0.931%1.071%1,901,81620,1572021-05-31
Invesco S&P 500® Equal Weight ETF0.928%0.000%1,896,68702021-08-31
Invesco S&P 500® Equal Weight ETF0.925%0.000%1,889,88702021-06-30
Invesco S&P 500® Equal Weight ETF0.916%0.532%1,871,1879,9002021-07-29
SPDR® S&P MIDCAP 400 ETF Trust0.892%2.964%1,823,86552,4972021-12-31
SPDR® S&P MIDCAP 400 ETF Trust0.883%-0.152%1,776,263-2,7122022-05-31
SPDR® S&P MIDCAP 400 ETF Trust0.881%1.045%1,778,97518,4022022-04-30
SPDR® S&P MIDCAP 400 ETF Trust0.874%0.000%1,786,3481,786,3482021-09-30
SPDR® S&P MIDCAP 400 ETF Trust0.872%1.138%1,760,57319,8172022-03-31
SPDR® S&P MIDCAP 400 ETF Trust0.867%-3.793%1,754,695-69,1702022-01-31
SPDR® S&P MIDCAP 400 ETF Trust0.866%0.196%1,771,3683,4662021-11-30
SPDR® S&P MIDCAP 400 ETF Trust0.865%-1.033%1,767,902-18,4462021-10-31
SPDR® S&P MIDCAP 400 ETF Trust0.859%-0.794%1,740,756-13,9392022-02-28
Vanguard Institutional Index I0.772%-0.711%1,577,140-11,3002021-08-31
iShares S&P Mid-Cap 400 Value ETF0.734%0.247%1,501,0613,6962021-12-31
iShares S&P Mid-Cap 400 Value ETF0.734%0.000%1,485,82302022-01-31
iShares S&P Mid-Cap 400 Value ETF0.732%0.392%1,496,4415,8432021-12-29
DFA US Targeted Value I0.710%0.000%1,428,07302022-04-30
DFA US Targeted Value I0.710%0.000%1,428,07302022-05-31
iShares S&P Mid-Cap 400 Value ETF0.710%0.065%1,437,8819372022-03-31
iShares S&P Mid-Cap 400 Value ETF0.709%1.523%1,436,94421,5512022-03-30
DFA US Targeted Value I0.707%0.000%1,428,07302022-03-31
iShares S&P Mid-Cap 400 Value ETF0.706%0.000%1,442,94402021-10-29
DFA US Targeted Value I0.705%-27.662%1,428,073-546,1012022-02-28
iShares S&P Mid-Cap 400 Value ETF0.703%0.267%1,413,6543,7642022-05-31
iShares S&P Mid-Cap 400 Value ETF0.694%0.199%1,395,9942,7782022-06-29
iShares S&P Mid-Cap 400 Value ETF0.694%0.000%1,401,16202022-04-28
iShares S&P Mid-Cap 400 Value ETF0.694%0.000%1,401,16202022-04-29
iShares S&P Mid-Cap 400 Value ETF0.689%0.000%1,408,21702021-11-30
iShares S&P Mid-Cap 400 Value ETF0.662%0.000%1,340,81302022-02-28
Fidelity® Low-Priced Stock K60.652%23.568%1,320,953251,9422021-12-31
Fidelity® Low-Priced Stock K60.634%-2.733%1,284,852-36,1012022-01-31
Fidelity® Low-Priced Stock K60.634%1.207%1,274,27715,1912022-04-30
Fidelity® Low-Priced Stock K60.626%1.693%1,259,08620,9662022-03-31
Fidelity® Low-Priced Stock K60.613%-3.637%1,238,120-46,7322022-02-28
Invesco S&P Ultra Dividend Revenue ETF0.587%0.166%1,185,3431,9682022-04-30
Invesco S&P Ultra Dividend Revenue ETF0.586%32.942%1,183,375293,2322022-04-28
Fidelity® Extended Market Index0.580%19.936%1,186,700197,2582021-10-31
Fidelity® Extended Market Index0.569%-1.971%1,163,308-23,3922021-11-30
Fidelity® Extended Market Index0.554%4.133%1,121,36044,5092022-02-28
Fidelity® Extended Market Index0.532%-4.278%1,073,386-47,9742022-03-31
Fidelity® Extended Market Index0.532%2.030%1,076,85121,4272022-01-31
Fidelity® Low-Priced Stock K60.528%0.000%1,069,01102021-11-30
Fidelity® Low-Priced Stock K60.523%1.335%1,069,01114,0832021-09-30
Fidelity® Low-Priced Stock K60.523%0.000%1,069,01102021-10-31
Fidelity® Extended Market Index0.521%-9.274%1,055,424-107,8842021-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.520%0.510%1,044,7005,3002022-05-31
Fidelity® Extended Market Index0.518%-2.878%1,042,491-30,8952022-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.517%1.942%1,039,40019,8002022-04-30
Fidelity® Low-Priced Stock K60.516%1.196%1,054,92812,4682021-06-30
Fidelity® Low-Priced Stock K60.516%0.000%1,054,92802021-07-31
Fidelity® Low-Priced Stock K60.516%0.000%1,054,92802021-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.505%0.552%1,019,6005,6002022-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.501%0.476%1,014,0004,8002022-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C0.498%3.412%1,009,20033,3002022-01-31
ClearBridge Value Equity0.489%0.000%1,000,00002021-08-31
ClearBridge Value Equity0.489%0.000%1,000,00002021-09-30
ClearBridge Value C0.489%0.000%1,000,00002021-09-30
State St S&P Midcap® Indx SL Cl II0.485%1.817%991,80017,7002021-12-31

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unknownable

$UNM I’m selling y’all have fun bag holding

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