Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 155,418,110 | $11.5B | 15.9% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 141,274,305 | $10.4B | 14.4% | — |
| Creative Planning | 130,673,715 | $9.6B | 13.3% | — |
| MORGAN STANLEY | 125,882,099 | $9.2B | 12.9% | — |
| VANGUARD ADVISERS INC | 62,713,498 | $4.6B | 6.4% | — |
| Savant Capital, LLC | 35,718,154 | $2.6B | 3.7% | DOUBLED +109.5% |
| WELLS FARGO & COMPANY/MN | 29,041,837 | $2.1B | 3.0% | — |
| BANK OF AMERICA CORP /DE/ | 26,751,940 | $2.0B | 2.7% | — |
| ENVESTNET ASSET MANAGEMENT INC | 25,163,867 | $1.8B | 2.6% | — |
| SEI INVESTMENTS CO | 20,078,691 | $1.5B | 2.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ASSETMARK, INC | ADD | 4,951,598 | 7,251,116 | +46.4% | $532.3M |
| STATE STREET CORP | TRIM | 5,348,975 | 3,980,436 | -25.6% | $292.2M |
| MML INVESTORS SERVICES, LLC | ADD | 2,644,586 | 3,376,508 | +27.7% | $247.9M |
| Integrated Wealth Concepts LLC | ADD | 1,426,107 | 2,125,099 | +49.0% | $156.0M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 1,115,685 | 1,478,257 | +32.5% | $108.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | DOUBLED | 378,907 | 1,380,938 | +264.5% | $101.4M |
| Cerity Partners LLC | ADD | 1,036,060 | 1,475,322 | +42.4% | $86.9M |
| BROWN ADVISORY INC | ADD | 510,772 | 894,297 | +75.1% | $65.7M |
| ALLIANCEBERNSTEIN L.P. | TRIM | 1,286,917 | 639,190 | -50.3% | $47.1M |
| FMR LLC | ADD | 458,053 | 638,053 | +39.3% | $46.8M |