Inst. Holders
28 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 |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | 2,877,390 | $59.8M | 27.0% | DOUBLED +346.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,901,359 | $39.5M | 17.8% | DOUBLED +530.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,522,575 | $31.4M | 14.2% | NEW |
| Cetera Investment Advisers | 1,068,362 | $22.2M | 10.0% | NEW |
| Prime Capital Investment Advisors, LLC | 610,231 | $12.7M | 5.7% | NEW |
| Integrated Wealth Concepts LLC | 491,218 | $10.2M | 4.6% | NEW |
| ROYAL BANK OF CANADA | 427,186 | $8.9M | 4.0% | — |
| NewEdge Advisors, LLC | 224,853 | $4.7M | 2.1% | DOUBLED +2076.5% |
| Concurrent Investment Advisors, LLC | 193,779 | $4.0M | 1.8% | — |
| Vestmark Advisory Solutions, Inc. | 181,793 | $3.8M | 1.7% | DOUBLED +799.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | DOUBLED | 644,722 | 2,877,390 | +346.3% | $59.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | DOUBLED | 301,687 | 1,901,359 | +530.2% | $39.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | NEW | — | 1,522,575 | — | $31.4M |
| Cetera Investment Advisers | NEW | — | 1,068,362 | — | $22.2M |
| Prime Capital Investment Advisors, LLC | NEW | — | 610,231 | — | $12.7M |
| Integrated Wealth Concepts LLC | NEW | — | 491,218 | — | $10.2M |
| NewEdge Advisors, LLC | DOUBLED | 10,331 | 224,853 | +2076.5% | $4.7M |
| Vestmark Advisory Solutions, Inc. | DOUBLED | 20,215 | 181,793 | +799.3% | $3.8M |
| Steward Partners Investment Advisory, LLC | DOUBLED | 5,901 | 138,326 | +2244.1% | $2.9M |
| Arax Advisory Partners | DOUBLED | 2,574 | 128,630 | +4897.3% | $2.7M |