Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 6,595,410 | $880.8M | 26.7% | ADD +39.4% |
| LPL Financial LLC | 3,897,424 | $525.1M | 15.9% | — |
| MORGAN STANLEY | 3,655,413 | $492.5M | 14.9% | ADD +25.5% |
| ENVESTNET ASSET MANAGEMENT INC | 2,277,383 | $306.8M | 9.3% | — |
| Vestmark Advisory Solutions, Inc. | 1,796,203 | $242.0M | 7.3% | — |
| National Mutual Insurance Federation of Agricultural Cooperatives | 1,275,000 | $171.8M | 5.2% | DOUBLED +175.4% |
| ASSETMARK, INC | 627,996 | $84.6M | 2.6% | — |
| Integrated Wealth Concepts LLC | 614,521 | $82.8M | 2.5% | DOUBLED +498.0% |
| RAYMOND JAMES FINANCIAL INC | 592,222 | $79.8M | 2.4% | — |
| Cetera Investment Advisers | 575,463 | $77.5M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | ADD | 286,937 | 461,335 | +60.8% | $62.2M |
| AMERIPRISE FINANCIAL INC | ADD | 145,428 | 182,314 | +25.4% | $24.6M |
| Allianz Asset Management GmbH | NEW | — | 141,100 | — | $19.0M |
| Private Advisor Group, LLC | TRIM | 101,307 | 74,410 | -26.5% | $10.0M |
| Equitable Holdings, Inc. | ADD | 42,477 | 70,693 | +66.4% | $9.5M |
| Farther Finance Advisors, LLC | DOUBLED | 24,258 | 67,977 | +180.2% | $9.2M |
| NewEdge Advisors, LLC | TRIM | 52,815 | 36,151 | -31.6% | $4.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 1,980 | 21,355 | +978.5% | $2.9M |
| Envestnet Portfolio Solutions, Inc. | DOUBLED | 8,959 | 18,871 | +110.6% | $2.5M |
| UBS Group AG | DOUBLED | 5,422 | 13,222 | +143.9% | $1.8M |