Inst. Holders
47 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| AE Wealth Management LLC | 6,527,797 | $270.3M | 35.2% | — |
| MORGAN STANLEY | 2,802,723 | $116.1M | 15.1% | ADD +77.2% |
| ENVESTNET ASSET MANAGEMENT INC | 2,065,939 | $85.6M | 11.1% | ADD +47.3% |
| AMERICAN CENTURY COMPANIES INC | 1,570,423 | $65.0M | 8.5% | DOUBLED +101.0% |
| LPL Financial LLC | 811,747 | $33.6M | 4.4% | — |
| RAYMOND JAMES FINANCIAL INC | 651,414 | $27.0M | 3.5% | ADD +27.9% |
| ROYAL BANK OF CANADA | 526,744 | $21.8M | 2.8% | — |
| Creative Planning | 521,414 | $21.6M | 2.8% | — |
| TRUIST FINANCIAL CORP | 417,865 | $17.3M | 2.3% | NEW |
| Cresset Asset Management, LLC | 347,406 | $14.4M | 1.9% | ADD +33.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 781,349 | 1,570,423 | +101.0% | $65.0M |
| RAYMOND JAMES FINANCIAL INC | ADD | 509,320 | 651,414 | +27.9% | $27.0M |
| Cresset Asset Management, LLC | ADD | 260,667 | 347,406 | +33.3% | $14.4M |
| WELLS FARGO & COMPANY/MN | ADD | 186,022 | 300,686 | +61.6% | $12.5M |
| Allworth Financial LP | ADD | 228,684 | 289,797 | +26.7% | $12.0M |
| OSAIC HOLDINGS, INC. | DOUBLED | 7,675 | 96,308 | +1154.8% | $4.0M |
| GOLDMAN SACHS GROUP INC | NEAR_EXIT | 332,974 | 51,351 | -84.6% | $2.1M |
| CITADEL ADVISORS LLC | DOUBLED | 11,754 | 42,927 | +265.2% | $1.8M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 10,901 | 30,887 | +183.3% | $1.3M |
| Focus Partners Wealth | ADD | 22,627 | 30,213 | +33.5% | $1.3M |