Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 29,155,721 | $2.7B | 17.5% | — |
| BANK OF AMERICA CORP /DE/ | 16,503,919 | $1.5B | 9.9% | — |
| LPL Financial LLC | 15,528,204 | $1.4B | 9.3% | — |
| UBS Group AG | 9,070,949 | $831.3M | 5.4% | — |
| WELLS FARGO & COMPANY/MN | 8,400,726 | $769.8M | 5.0% | — |
| ROYAL BANK OF CANADA | 7,879,830 | $722.1M | 4.7% | — |
| AQR CAPITAL MANAGEMENT LLC | 5,550,817 | $508.7M | 3.3% | — |
| STIFEL FINANCIAL CORP | 5,372,088 | $492.3M | 3.2% | — |
| Capital Wealth Planning, LLC | 4,976,098 | $456.0M | 3.0% | — |
| ENVESTNET ASSET MANAGEMENT INC | 4,690,811 | $429.9M | 2.8% | TRIM -35.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 7,296,191 | 4,690,811 | -35.7% | $429.9M |
| Cetera Investment Advisers | TRIM | 4,348,951 | 2,856,988 | -34.3% | $261.8M |
| AMERIPRISE FINANCIAL INC | TRIM | 2,937,116 | 1,306,951 | -55.5% | $120.0M |
| CITIGROUP INC | DOUBLED | 399,085 | 919,624 | +130.4% | $84.3M |
| Marex Group Ltd | ADD | 389,030 | 704,593 | +81.1% | $64.6M |
| Mariner, LLC | TRIM | 1,179,437 | 681,629 | -42.2% | $62.5M |
| Atria Investments, Inc | TRIM | 1,256,192 | 679,771 | -45.9% | $62.3M |
| Merit Financial Group, LLC | ADD | 517,551 | 677,106 | +30.8% | $62.0M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 190,208 | 603,390 | +217.2% | $55.3M |
| Quantinno Capital Management LP | ADD | 314,591 | 600,968 | +91.0% | $55.1M |