Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 57,566,650 | $3.0B | 27.9% | — |
| LPL Financial LLC | 26,585,056 | $1.4B | 12.9% | — |
| JPMORGAN CHASE & CO | 15,932,165 | $809.8M | 7.5% | ADD +25.5% |
| Dynasty Wealth Management, LLC | 14,150,853 | $746.0M | 6.9% | TRIM -28.0% |
| MORGAN STANLEY | 10,200,979 | $537.8M | 4.9% | ADD +31.9% |
| AMERIPRISE FINANCIAL INC | 9,213,447 | $485.6M | 4.5% | ADD +38.0% |
| BANK OF AMERICA CORP /DE/ | 6,660,357 | $351.1M | 3.2% | ADD +31.5% |
| MML INVESTORS SERVICES, LLC | 6,160,767 | $324.8M | 3.0% | — |
| RAYMOND JAMES FINANCIAL INC | 5,183,823 | $273.3M | 2.5% | ADD +41.1% |
| Cetera Investment Advisers | 5,116,022 | $269.7M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | TRIM | 19,651,117 | 14,150,853 | -28.0% | $746.0M |
| RAYMOND JAMES FINANCIAL INC | ADD | 3,672,660 | 5,183,823 | +41.1% | $273.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 2,837,228 | 4,331,839 | +52.7% | $228.4M |
| BlackRock, Inc. | DOUBLED | 1,158,944 | 2,346,711 | +102.5% | $123.7M |
| UBS Group AG | ADD | 1,242,743 | 1,922,376 | +54.7% | $101.3M |
| ROYAL BANK OF CANADA | ADD | 1,081,802 | 1,861,364 | +72.1% | $98.1M |
| Arax Advisory Partners | DOUBLED | 736,770 | 1,817,689 | +146.7% | $95.8M |
| Focus Partners Wealth | DOUBLED | 33,574 | 1,516,660 | +4417.4% | $80.0M |
| Integrated Wealth Concepts LLC | ADD | 865,863 | 1,339,482 | +54.7% | $70.6M |
| JANE STREET GROUP, LLC | DOUBLED | 392,035 | 1,320,642 | +236.9% | $69.6M |