Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 3,983,835 | $367.3M | 10.3% | — |
| LPL Financial LLC | 3,827,606 | $352.9M | 9.9% | — |
| ENVESTNET ASSET MANAGEMENT INC | 2,871,675 | $264.8M | 7.4% | — |
| RAYMOND JAMES FINANCIAL INC | 2,787,919 | $257.1M | 7.2% | ADD +55.4% |
| WELLS FARGO & COMPANY/MN | 2,249,290 | $207.4M | 5.8% | — |
| AE Wealth Management LLC | 1,843,273 | $170.0M | 4.8% | ADD +27.7% |
| BANK OF AMERICA CORP /DE/ | 1,839,221 | $169.6M | 4.7% | — |
| OneDigital Investment Advisors LLC | 1,835,711 | $169.3M | 4.7% | — |
| OSAIC HOLDINGS, INC. | 1,796,810 | $165.7M | 4.6% | — |
| NewEdge Advisors, LLC | 1,474,136 | $135.9M | 3.8% | ADD +26.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | ADD | 1,793,866 | 2,787,919 | +55.4% | $257.1M |
| Waverly Advisors, LLC | ADD | 1,022,276 | 1,332,448 | +30.3% | $122.9M |
| JPMORGAN CHASE & CO | ADD | 893,415 | 1,168,467 | +30.8% | $108.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 553,686 | 375,064 | -32.3% | $34.6M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 260,671 | 365,565 | +40.2% | $33.8M |
| MERCER GLOBAL ADVISORS INC /ADV | TRIM | 445,049 | 275,358 | -38.1% | $25.4M |
| MML INVESTORS SERVICES, LLC | ADD | 176,350 | 229,015 | +29.9% | $21.1M |
| Equitable Holdings, Inc. | DOUBLED | 50,802 | 141,982 | +179.5% | $13.1M |
| Integrated Wealth Concepts LLC | ADD | 69,770 | 122,183 | +75.1% | $11.3M |
| &PARTNERS | DOUBLED | 57,609 | 117,170 | +103.4% | $10.8M |