Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 2,945,201 | $422.3M | 26.6% | ADD +68.7% |
| Bank of New York Mellon Corp | 1,798,540 | $257.9M | 16.2% | — |
| MORGAN STANLEY | 1,591,662 | $228.2M | 14.4% | DOUBLED +234.3% |
| Aptus Capital Advisors, LLC | 815,965 | $117.0M | 7.4% | DOUBLED +343.4% |
| Wealthspire Advisors, LLC | 687,689 | $98.6M | 6.2% | DOUBLED +7880.6% |
| AMERIPRISE FINANCIAL INC | 519,190 | $74.4M | 4.7% | — |
| Tidal Investments LLC | 409,475 | $58.5M | 3.7% | TRIM -43.8% |
| LPL Financial LLC | 367,942 | $52.8M | 3.3% | ADD +46.3% |
| ROYAL BANK OF CANADA | 324,262 | $46.5M | 2.9% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 280,378 | $40.2M | 2.5% | NEAR_EXIT -94.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | ADD | 2,889,746 | 4,874,815 | +68.7% | $699.0M |
| MORGAN STANLEY | DOUBLED | 476,084 | 1,591,662 | +234.3% | $228.2M |
| Wealthspire Advisors, LLC | DOUBLED | 8,617 | 687,689 | +7880.6% | $98.6M |
| Tidal Investments LLC | TRIM | 728,287 | 409,475 | -43.8% | $58.5M |
| LPL Financial LLC | ADD | 251,461 | 367,942 | +46.3% | $52.8M |
| HighTower Advisors, LLC | DOUBLED | 5,191 | 211,293 | +3970.4% | $30.3M |
| Cetera Investment Advisers | DOUBLED | 69,921 | 141,380 | +102.2% | $20.3M |
| OSAIC HOLDINGS, INC. | ADD | 58,151 | 82,378 | +41.7% | $11.8M |
| DAVENPORT & Co LLC | DOUBLED | 2,511 | 47,477 | +1790.8% | $6.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | DOUBLED | 4,572 | 34,326 | +650.8% | $4.9M |