Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 26,474,330 | $2.0B | 16.0% | — |
| ENVESTNET ASSET MANAGEMENT INC | 24,235,046 | $1.9B | 14.7% | ADD +39.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,822,370 | $983.5M | 7.8% | — |
| EP Wealth Advisors, LLC | 12,178,869 | $934.1M | 7.4% | — |
| GOLDMAN SACHS GROUP INC | 11,248,421 | $862.8M | 6.8% | — |
| MORGAN STANLEY | 8,675,092 | $665.4M | 5.3% | — |
| BANK OF AMERICA CORP /DE/ | 7,224,992 | $554.2M | 4.4% | — |
| Baird Financial Group, Inc. | 6,176,904 | $473.8M | 3.7% | — |
| LPL Financial LLC | 5,360,448 | $411.1M | 3.2% | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,995,262 | $306.4M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MATHER GROUP, LLC. | TRIM | 3,700,472 | 1,630,105 | -55.9% | $125.0M |
| ASSETMARK, INC | DOUBLED | 15,860 | 1,346,530 | +8390.1% | $103.3M |
| MML INVESTORS SERVICES, LLC | ADD | 570,080 | 714,797 | +25.4% | $54.8M |
| JPMORGAN CHASE & CO | TRIM | 952,304 | 666,617 | -30.0% | $51.3M |
| Prime Capital Investment Advisors, LLC | ADD | 233,220 | 415,253 | +78.1% | $31.8M |
| Orion Porfolio Solutions, LLC | ADD | 240,557 | 306,232 | +27.3% | $23.5M |
| Focus Partners Advisor Solutions, LLC | DOUBLED | 106,723 | 296,358 | +177.7% | $22.7M |
| CITADEL ADVISORS LLC | ADD | 106,326 | 189,849 | +78.6% | $14.6M |
| Beacon Pointe Advisors, LLC | ADD | 127,690 | 161,201 | +26.2% | $12.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | NEW | — | 160,380 | — | $12.3M |