Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | 7,584,909 | $403.4M | 33.2% | TRIM -36.8% |
| FRANKLIN RESOURCES INC | 1,636,808 | $87.1M | 7.2% | — |
| LPL Financial LLC | 1,513,392 | $80.5M | 6.6% | — |
| BANK OF AMERICA CORP /DE/ | 1,283,026 | $68.2M | 5.6% | — |
| OSAIC HOLDINGS, INC. | 1,046,555 | $55.7M | 4.6% | TRIM -31.7% |
| BROWN ADVISORY INC | 984,156 | $52.3M | 4.3% | TRIM -25.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 530,243 | $29.2M | 2.4% | TRIM -27.2% |
| Corient Private Wealth LP | 532,918 | $28.3M | 2.3% | — |
| Financial Engines Advisors L.L.C. | 496,188 | $26.4M | 2.2% | NEAR_EXIT -90.7% |
| RAYMOND JAMES FINANCIAL INC | 476,055 | $25.3M | 2.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | TRIM | 11,994,065 | 7,584,909 | -36.8% | $403.4M |
| Financial Engines Advisors L.L.C. | NEAR_EXIT | 5,317,279 | 496,188 | -90.7% | $26.4M |
| HighTower Advisors, LLC | TRIM | 404,525 | 255,594 | -36.8% | $13.6M |
| Mariner, LLC | TRIM | 374,032 | 252,705 | -32.4% | $13.4M |
| Quantinno Capital Management LP | ADD | 128,401 | 169,531 | +32.0% | $9.0M |
| Cetera Investment Advisers | TRIM | 228,670 | 160,719 | -29.7% | $8.5M |
| Allworth Financial LP | TRIM | 201,344 | 113,828 | -43.5% | $6.1M |
| Steward Partners Investment Advisory, LLC | TRIM | 147,245 | 105,392 | -28.4% | $5.6M |
| Private Advisor Group, LLC | TRIM | 165,226 | 96,923 | -41.3% | $5.2M |
| Pathstone Holdings, LLC | DOUBLED | 24,534 | 67,945 | +176.9% | $3.6M |