Inst. Holders
38 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 18,591,361 | $857.8M | 53.7% | ADD +28.6% |
| Integrated Wealth Concepts LLC | 7,974,173 | $367.9M | 23.0% | ADD +43.7% |
| Corient Private Wealth LP | 2,467,498 | $113.9M | 7.1% | — |
| ENVESTNET ASSET MANAGEMENT INC | 1,716,685 | $79.2M | 5.0% | DOUBLED +15664.2% |
| RAYMOND JAMES FINANCIAL INC | 1,520,681 | $70.2M | 4.4% | — |
| WELLS FARGO & COMPANY/MN | 677,328 | $31.3M | 2.0% | DOUBLED +142.1% |
| LPL Financial LLC | 465,715 | $21.5M | 1.3% | — |
| MAI Capital Management | 295,182 | $13.6M | 0.9% | TRIM -38.4% |
| Prime Capital Investment Advisors, LLC | 250,056 | $11.5M | 0.7% | ADD +51.3% |
| UBS Group AG | 123,404 | $5.7M | 0.4% | ADD +59.4% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | ADD | 7,858,581 | 11,296,079 | +43.7% | $521.2M |
| Quantinno Capital Management LP | TRIM | 52,871 | 18,010 | -65.9% | $831.0K |
| NewEdge Advisors, LLC | ADD | 8,607 | 16,142 | +87.5% | $744.8K |
| ASSETMARK, INC | DOUBLED | 37 | 898 | +2327.0% | $41.4K |
| AE Wealth Management LLC | TRIM | 1,087 | 783 | -28.0% | $36.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | 334 | 497 | +48.8% | $22.9K |
| HRT FINANCIAL LP | DOUBLED | 7,173 | 30,221 | +321.3% | $1.4K |
| MORGAN STANLEY | NEAR_EXIT | 104 | 1 | -99.0% | $63.00 |
| Integrated Wealth Concepts LLC | ADD | 6,079,499 | 7,858,581 | +29.3% | $329.7M |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 10,440 | 1,645,786 | +15664.2% | $69.1M |