Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Lido Advisors, LLC | 54,893,698 | $1.1B | 42.6% | ADD +30.4% |
| MORGAN STANLEY | 10,263,779 | $201.3M | 8.0% | — |
| UBS Group AG | 7,688,698 | $150.8M | 6.0% | ADD +95.1% |
| LPL Financial LLC | 7,504,308 | $147.2M | 5.8% | — |
| WELLS FARGO & COMPANY/MN | 7,083,981 | $139.0M | 5.5% | — |
| RAYMOND JAMES FINANCIAL INC | 6,235,176 | $122.3M | 4.8% | — |
| BANK OF AMERICA CORP /DE/ | 5,750,292 | $112.8M | 4.5% | — |
| Invesco Ltd. | 4,001,961 | $78.5M | 3.1% | — |
| MAI Capital Management | 3,152,593 | $61.8M | 2.4% | — |
| ROYAL BANK OF CANADA | 2,619,846 | $51.4M | 2.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | DOUBLED | 292,908 | 1,207,482 | +312.2% | $23.7M |
| Cetera Investment Advisers | ADD | 803,989 | 1,093,397 | +36.0% | $21.4M |
| Arax Advisory Partners | NEW | — | 816,899 | — | $16.0M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 534,314 | 699,006 | +30.8% | $13.7M |
| Integrated Wealth Concepts LLC | ADD | 262,980 | 459,399 | +74.7% | $9.0M |
| OneDigital Investment Advisors LLC | ADD | 62,740 | 92,055 | +46.7% | $1.8M |
| HB Wealth Management, LLC | ADD | 27,266 | 42,793 | +56.9% | $839.4K |
| Concurrent Investment Advisors, LLC | DOUBLED | 11,549 | 40,367 | +249.5% | $791.8K |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 24,694 | 37,010 | +49.9% | $726.0K |
| JPMORGAN CHASE & CO | NEAR_EXIT | 157,291 | 33,456 | -78.7% | $656.3K |