Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 10,832,928 | $177.5M | 21.7% | — |
| MORGAN STANLEY | 7,675,438 | $125.8M | 15.4% | ADD +52.0% |
| RAYMOND JAMES FINANCIAL INC | 4,287,858 | $70.3M | 8.6% | — |
| LPL Financial LLC | 3,510,216 | $57.5M | 7.0% | ADD +34.6% |
| Invesco Ltd. | 2,445,458 | $40.1M | 4.9% | — |
| WELLS FARGO & COMPANY/MN | 2,184,082 | $35.8M | 4.4% | — |
| BANK OF AMERICA CORP /DE/ | 2,180,731 | $35.7M | 4.4% | ADD +93.8% |
| UBS Group AG | 1,820,580 | $29.8M | 3.6% | ADD +40.1% |
| ROYAL BANK OF CANADA | 1,645,463 | $27.0M | 3.3% | — |
| &PARTNERS | 1,568,920 | $25.7M | 3.1% | DOUBLED +342.4% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LPL Financial LLC | ADD | 2,607,870 | 3,510,216 | +34.6% | $57.5M |
| UBS Group AG | ADD | 1,299,279 | 1,820,580 | +40.1% | $29.8M |
| Waverly Advisors, LLC | DOUBLED | 23,356 | 1,255,637 | +5276.1% | $20.6M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 245,240 | 512,472 | +109.0% | $8.4M |
| Kestra Advisory Services, LLC | DOUBLED | 121,226 | 456,905 | +276.9% | $7.5M |
| Sanctuary Advisors, LLC | TRIM | 625,123 | 453,793 | -27.4% | $7.4M |
| TRUIST FINANCIAL CORP | DOUBLED | 46,548 | 369,076 | +692.9% | $6.0M |
| Cetera Investment Advisers | ADD | 255,125 | 325,887 | +27.7% | $5.3M |
| Atria Investments, Inc | TRIM | 169,334 | 66,402 | -60.8% | $1.1M |
| Integrated Wealth Concepts LLC | ADD | 39,460 | 60,188 | +52.5% | $986.2K |