Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 6,909,754 | $525.9M | 12.5% | — |
| MORGAN STANLEY | 6,762,295 | $514.7M | 12.2% | — |
| BlackRock, Inc. | 4,661,274 | $354.8M | 8.4% | — |
| UBS Group AG | 3,525,825 | $268.4M | 6.4% | ADD +29.3% |
| ENVESTNET ASSET MANAGEMENT INC | 2,621,489 | $199.5M | 4.7% | ADD +26.5% |
| JPMORGAN CHASE & CO | 2,602,699 | $196.5M | 4.7% | DOUBLED +148.5% |
| AMERIPRISE FINANCIAL INC | 2,055,783 | $156.4M | 3.7% | ADD +26.1% |
| Focus Partners Wealth | 1,895,268 | $144.2M | 3.4% | — |
| Cerity Partners LLC | 1,658,498 | $126.2M | 3.0% | ADD +62.2% |
| LPL Financial LLC | 1,593,393 | $121.3M | 2.9% | ADD +58.2% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | ADD | 1,629,946 | 2,055,783 | +26.1% | $156.4M |
| LPL Financial LLC | ADD | 1,007,279 | 1,593,393 | +58.2% | $121.3M |
| JANE STREET GROUP, LLC | NEW | — | 1,474,488 | — | $112.2M |
| Wealthspire Advisors, LLC | DOUBLED | 12,784 | 1,180,155 | +9131.5% | $89.8M |
| ROYAL BANK OF CANADA | ADD | 366,241 | 520,297 | +42.1% | $39.6M |
| MML INVESTORS SERVICES, LLC | TRIM | 995,401 | 461,045 | -53.7% | $35.1M |
| Pathstone Holdings, LLC | DOUBLED | 87,243 | 335,085 | +284.1% | $25.5M |
| JENNISON ASSOCIATES LLC | TRIM | 549,017 | 296,085 | -46.1% | $22.5M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 118,150 | 293,334 | +148.3% | $22.3M |
| Clearstead Advisors, LLC | ADD | 196,245 | 285,463 | +45.5% | $21.7M |