Inst. Holders
24 funds
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Pathstone Holdings, LLC | 3,860,158 | $23.6M | 40.4% | ADD +42.7% |
| MORGAN STANLEY | 3,236,910 | $19.8M | 33.9% | — |
| ROYAL BANK OF CANADA | 618,363 | $3.8M | 6.5% | ADD +46.8% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 560,671 | $3.4M | 5.9% | — |
| Allspring Global Investments Holdings, LLC | 457,036 | $2.8M | 4.8% | ADD +33.9% |
| GUGGENHEIM CAPITAL LLC | 246,782 | $1.5M | 2.6% | ADD +33.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 89,131 | $533.9K | 0.9% | TRIM -36.1% |
| OSAIC HOLDINGS, INC. | 84,856 | $519.3K | 0.9% | ADD +61.4% |
| LPL Financial LLC | 78,899 | $482.9K | 0.8% | ADD +29.9% |
| Concurrent Investment Advisors, LLC | 62,073 | $379.9K | 0.6% | ADD +36.1% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | ADD | 421,237 | 618,363 | +46.8% | $3.8M |
| RAYMOND JAMES FINANCIAL INC | ADD | 30,080 | 55,615 | +84.9% | $340.4K |
| JANE STREET GROUP, LLC | ADD | 12,980 | 17,997 | +38.7% | $110.1K |
| Private Advisor Group, LLC | NEAR_EXIT | 735,486 | 13,023 | -98.2% | $79.7K |
| WELLS FARGO & COMPANY/MN | TRIM | 20,412 | 9,437 | -53.8% | $57.8K |
| Pathstone Holdings, LLC | ADD | 2,668,288 | 3,808,702 | +42.7% | $21.2M |
| Concurrent Investment Advisors, LLC | ADD | 42,658 | 58,073 | +36.1% | $323.5K |
| Marex Group plc | DOUBLED | 20,000 | 40,359 | +101.8% | $224.8K |
| Rockefeller Capital Management L.P. | DOUBLED | 8,227 | 24,941 | +203.2% | $138.9K |
| WELLS FARGO & COMPANY/MN | TRIM | 51,101 | 20,412 | -60.1% | $113.7K |