Inst. Holders
46 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 56,351,934 | $4.4B | 84.6% | — |
| MORGAN STANLEY | 3,152,664 | $246.2M | 4.7% | TRIM -26.5% |
| Integrated Wealth Concepts LLC | 2,375,055 | $185.4M | 3.6% | ADD +55.1% |
| BANK OF AMERICA CORP /DE/ | 674,220 | $52.6M | 1.0% | TRIM -25.4% |
| Aptus Capital Advisors, LLC | 651,197 | $50.8M | 1.0% | ADD +38.5% |
| JANE STREET GROUP, LLC | 478,595 | $37.4M | 0.7% | TRIM -39.3% |
| ASSETMARK, INC | 432,921 | $33.8M | 0.7% | ADD +27.0% |
| Cetera Investment Advisers | 401,910 | $31.4M | 0.6% | — |
| OSAIC HOLDINGS, INC. | 397,402 | $31.0M | 0.6% | TRIM -26.8% |
| Neuberger Berman Group LLC | 327,698 | $25.6M | 0.5% | ADD +60.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | ADD | 2,315,751 | 3,592,169 | +55.1% | $280.5M |
| JANE STREET GROUP, LLC | TRIM | 788,305 | 478,595 | -39.3% | $37.4M |
| Neuberger Berman Group LLC | ADD | 204,754 | 327,698 | +60.0% | $25.6M |
| HSBC HOLDINGS PLC | ADD | 109,369 | 158,475 | +44.9% | $12.4M |
| RAYMOND JAMES FINANCIAL INC | TRIM | 158,226 | 109,044 | -31.1% | $8.5M |
| Clearstead Advisors, LLC | TRIM | 186,366 | 95,010 | -49.0% | $7.4M |
| ROYAL BANK OF CANADA | ADD | 48,894 | 63,512 | +29.9% | $5.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 38,164 | 48,093 | +26.0% | $3.8M |
| Equitable Holdings, Inc. | DOUBLED | 4,118 | 15,219 | +269.6% | $1.2M |
| Farther Finance Advisors, LLC | DOUBLED | 4,857 | 14,406 | +196.6% | $1.1M |