Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 10,426,985 | $1.4B | 23.5% | — |
| MORGAN STANLEY | 6,622,518 | $882.5M | 15.0% | — |
| LPL Financial LLC | 6,080,121 | $810.2M | 13.7% | — |
| RAYMOND JAMES FINANCIAL INC | 2,844,303 | $379.0M | 6.4% | — |
| WELLS FARGO & COMPANY/MN | 2,679,410 | $357.0M | 6.1% | — |
| UBS Group AG | 2,379,873 | $317.1M | 5.4% | — |
| ROYAL BANK OF CANADA | 1,486,312 | $198.1M | 3.4% | — |
| MENORA MIVTACHIM HOLDINGS LTD. | 1,350,500 | $180.0M | 3.0% | NEW |
| OSAIC HOLDINGS, INC. | 1,116,658 | $148.8M | 2.5% | ADD +27.8% |
| Cetera Investment Advisers | 889,881 | $118.6M | 2.0% | ADD +28.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD. | NEW | — | 1,350,500 | — | $180.0M |
| OSAIC HOLDINGS, INC. | ADD | 873,587 | 1,116,658 | +27.8% | $148.8M |
| AMERIPRISE FINANCIAL INC | ADD | 258,484 | 427,150 | +65.3% | $56.9M |
| Mirae Asset Global Investments Co., Ltd. | DOUBLED | 140,000 | 286,000 | +104.3% | $38.1M |
| FIL Ltd | ADD | 132,522 | 250,947 | +89.4% | $33.4M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 500,900 | 250,356 | -50.0% | $33.4M |
| Qube Research & Technologies Ltd | DOUBLED | 21,245 | 100,505 | +373.1% | $13.4M |
| Integrated Wealth Concepts LLC | DOUBLED | 37,706 | 90,964 | +141.2% | $12.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 53,183 | 75,832 | +42.6% | $9.4M |
| Concurrent Investment Advisors, LLC | ADD | 40,488 | 58,793 | +45.2% | $7.8M |