Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Lido Advisors, LLC | 48,086,592 | $938.9M | 46.4% | — |
| LPL Financial LLC | 7,448,624 | $145.4M | 7.2% | — |
| WELLS FARGO & COMPANY/MN | 5,931,128 | $115.8M | 5.7% | — |
| MORGAN STANLEY | 5,778,792 | $112.8M | 5.6% | — |
| Invesco Ltd. | 4,023,401 | $78.6M | 3.9% | — |
| BANK OF AMERICA CORP /DE/ | 3,816,240 | $74.5M | 3.7% | — |
| RAYMOND JAMES FINANCIAL INC | 3,059,524 | $59.7M | 3.0% | — |
| MML INVESTORS SERVICES, LLC | 2,884,828 | $56.3M | 2.8% | — |
| MAI Capital Management | 2,383,193 | $46.5M | 2.3% | — |
| ROYAL BANK OF CANADA | 1,858,451 | $36.3M | 1.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | TRIM | 2,655,680 | 1,427,994 | -46.2% | $27.9M |
| AMERIPRISE FINANCIAL INC | TRIM | 2,122,697 | 1,028,763 | -51.5% | $20.1M |
| Kestra Advisory Services, LLC | ADD | 711,405 | 1,013,481 | +42.5% | $19.8M |
| Cetera Investment Advisers | ADD | 716,112 | 943,686 | +31.8% | $18.4M |
| Arax Advisory Partners | NEW | — | 807,564 | — | $15.8M |
| Focus Partners Wealth | TRIM | 1,458,574 | 558,024 | -61.7% | $10.9M |
| BENJAMIN EDWARDS INC | ADD | 279,907 | 426,163 | +52.3% | $8.3M |
| Integrated Wealth Concepts LLC | ADD | 276,986 | 412,391 | +48.9% | $8.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 234,908 | 384,369 | +63.6% | $7.5M |
| Atria Investments, Inc | TRIM | 190,086 | 141,649 | -25.5% | $2.8M |