Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 9,460,935 | $192.7M | 11.9% | — |
| LPL Financial LLC | 8,069,411 | $164.3M | 10.1% | ADD +37.7% |
| WELLS FARGO & COMPANY/MN | 7,710,697 | $157.0M | 9.7% | — |
| RAYMOND JAMES FINANCIAL INC | 6,639,357 | $135.2M | 8.3% | — |
| UBS Group AG | 4,710,692 | $95.9M | 5.9% | ADD +30.4% |
| BANK OF AMERICA CORP /DE/ | 4,671,665 | $95.1M | 5.9% | — |
| Waverly Advisors, LLC | 4,637,273 | $94.4M | 5.8% | DOUBLED +16298.3% |
| Lido Advisors, LLC | 4,562,494 | $92.9M | 5.7% | — |
| Invesco Ltd. | 3,829,782 | $78.0M | 4.8% | ADD +35.4% |
| Clearstead Advisors, LLC | 3,274,980 | $66.7M | 4.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Waverly Advisors, LLC | DOUBLED | 28,279 | 4,637,273 | +16298.3% | $94.4M |
| MML INVESTORS SERVICES, LLC | ADD | 1,126,660 | 1,421,907 | +26.2% | $29.0M |
| Kestra Advisory Services, LLC | DOUBLED | 434,858 | 1,016,669 | +133.8% | $20.7M |
| CAPTRUST FINANCIAL ADVISORS | ADD | 715,278 | 926,463 | +29.5% | $18.9M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 593,404 | 773,478 | +30.3% | $15.8M |
| Arax Advisory Partners | NEW | — | 765,181 | — | $15.6M |
| Cetera Investment Advisers | ADD | 451,567 | 688,309 | +52.4% | $14.0M |
| Sequoia Financial Advisors, LLC | TRIM | 930,658 | 525,021 | -43.6% | $10.7M |
| Beacon Pointe Advisors, LLC | ADD | 262,798 | 390,049 | +48.4% | $7.9M |
| Integrated Wealth Concepts LLC | ADD | 217,950 | 377,075 | +73.0% | $7.7M |