Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 18,629,104 | $1.2B | 31.7% | — |
| JPMORGAN CHASE & CO | 8,909,063 | $545.5M | 14.9% | — |
| Dynasty Wealth Management, LLC | 7,054,864 | $438.2M | 12.0% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,910,411 | $180.8M | 4.9% | — |
| ENVESTNET ASSET MANAGEMENT INC | 2,859,109 | $177.6M | 4.9% | ADD +90.7% |
| HUNTINGTON NATIONAL BANK | 1,906,730 | $118.4M | 3.2% | NEW |
| MORGAN STANLEY | 1,817,581 | $112.9M | 3.1% | — |
| Cetera Investment Advisers | 1,653,412 | $102.7M | 2.8% | ADD +26.4% |
| BANK OF AMERICA CORP /DE/ | 1,617,479 | $100.5M | 2.7% | — |
| OneDigital Investment Advisors LLC | 1,566,892 | $97.3M | 2.7% | ADD +46.4% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | ADD | 650,024 | 934,434 | +43.8% | $58.0M |
| LPL Financial LLC | DOUBLED | 263,243 | 709,073 | +169.4% | $44.0M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 230,983 | 331,122 | +43.4% | $19.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | DOUBLED | 82,405 | 253,815 | +208.0% | $15.8M |
| OSAIC HOLDINGS, INC. | DOUBLED | 30,328 | 222,756 | +634.5% | $13.8M |
| D.A. DAVIDSON & CO. | ADD | 142,683 | 204,020 | +43.0% | $12.7M |
| STIFEL FINANCIAL CORP | ADD | 123,100 | 156,508 | +27.1% | $9.7M |
| AE Wealth Management LLC | DOUBLED | 45,203 | 102,227 | +126.2% | $6.3M |
| Bank of New York Mellon Corp | DOUBLED | 43,442 | 88,033 | +102.6% | $5.5M |
| Rockefeller Capital Management L.P. | ADD | 39,551 | 77,651 | +96.3% | $4.8M |