Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| Creative Planning | 21,603,359 | $2.7B | 26.7% | — |
| LPL Financial LLC | 7,864,486 | $981.2M | 9.7% | — |
| Focus Partners Wealth | 6,563,363 | $818.8M | 8.1% | — |
| BANK OF AMERICA CORP /DE/ | 3,459,279 | $431.6M | 4.3% | — |
| MORGAN STANLEY | 3,408,496 | $425.2M | 4.2% | — |
| AMERIPRISE FINANCIAL INC | 3,091,988 | $385.7M | 3.8% | — |
| Focus Partners Advisor Solutions, LLC | 2,999,892 | $374.3M | 3.7% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,613,184 | $326.0M | 3.2% | — |
| ENVESTNET ASSET MANAGEMENT INC | 2,398,665 | $299.3M | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | ADD | 1,742,086 | 2,285,615 | +31.2% | $285.2M |
| RAYMOND JAMES FINANCIAL INC | ADD | 1,486,333 | 1,929,481 | +29.8% | $240.7M |
| Waverly Advisors, LLC | ADD | 1,410,331 | 1,801,650 | +27.7% | $224.8M |
| Cetera Investment Advisers | ADD | 755,647 | 1,060,508 | +40.3% | $132.3M |
| Private Advisor Group, LLC | DOUBLED | 175,311 | 685,640 | +291.1% | $85.5M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 411,029 | 526,841 | +28.2% | $65.8M |
| MML INVESTORS SERVICES, LLC | ADD | 200,263 | 306,724 | +53.2% | $38.3M |
| STIFEL FINANCIAL CORP | ADD | 166,182 | 275,637 | +65.9% | $34.4M |
| Beacon Pointe Advisors, LLC | DOUBLED | 116,807 | 261,635 | +124.0% | $32.6M |
| Kestra Advisory Services, LLC | ADD | 203,586 | 258,481 | +27.0% | $32.2M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | AVANTIS US SML CAP VAL ETF | Sep 11, 2026(24d) |