Inst. Holders
18 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Clearstead Advisors, LLC | 3,520,580 | $124.1M | 76.2% | NEW |
| RWA WEALTH PARTNERS, LLC | 354,341 | $12.5M | 7.7% | NEW |
| Pathstone Holdings, LLC | 200,338 | $7.1M | 4.3% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 173,668 | $6.1M | 3.8% | — |
| JANE STREET GROUP, LLC | 124,924 | $4.4M | 2.7% | — |
| HighTower Advisors, LLC | 49,771 | $1.8M | 1.1% | — |
| Fisher Asset Management, LLC | 45,223 | $1.6M | 1.0% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 42,827 | $1.5M | 0.9% | — |
| AQR CAPITAL MANAGEMENT LLC | 32,104 | $1.1M | 0.7% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,582 | $831.5K | 0.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | NEW | — | 3,520,580 | — | $124.1M |
| RWA WEALTH PARTNERS, LLC | NEW | — | 354,341 | — | $12.5M |