Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 25,102,937 | $1.3B | 14.2% | ADD +37.6% |
| ENVESTNET ASSET MANAGEMENT INC | 14,033,583 | $734.5M | 7.9% | TRIM -48.1% |
| Dynasty Wealth Management, LLC | 13,122,011 | $686.8M | 7.4% | ADD +33.7% |
| JPMORGAN CHASE & CO | 12,880,051 | $675.4M | 7.3% | — |
| LPL Financial LLC | 12,071,760 | $631.8M | 6.8% | — |
| BANK OF AMERICA CORP /DE/ | 11,936,260 | $624.7M | 6.7% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 9,656,156 | $505.4M | 5.5% | — |
| MORGAN STANLEY | 9,290,697 | $486.3M | 5.2% | — |
| AMERIPRISE FINANCIAL INC | 7,473,195 | $391.3M | 4.2% | — |
| WELLS FARGO & COMPANY/MN | 6,581,193 | $344.5M | 3.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 27,040,319 | 14,033,583 | -48.1% | $734.5M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 1,501,080 | 2,052,618 | +36.7% | $107.5M |
| Arax Advisory Partners | ADD | 693,123 | 1,270,067 | +83.2% | $66.5M |
| Corient Private Wealth LP | ADD | 681,950 | 1,054,760 | +54.7% | $55.2M |
| Envestnet Portfolio Solutions, Inc. | TRIM | 2,323,420 | 917,830 | -60.5% | $48.0M |
| FMR LLC | TRIM | 1,036,342 | 680,644 | -34.3% | $35.6M |
| GOLDMAN SACHS GROUP INC | NEAR_EXIT | 5,650,823 | 645,363 | -88.6% | $33.8M |
| SCOTIA CAPITAL INC. | DOUBLED | 301,053 | 608,994 | +102.3% | $31.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | TRIM | 884,009 | 467,672 | -47.1% | $24.5M |
| Bank of New York Mellon Corp | TRIM | 1,221,559 | 419,337 | -65.7% | $21.9M |