Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 50,080,513 | $1.8B | 37.2% | DOUBLED +2821.3% |
| JPMORGAN CHASE & CO | 17,966,600 | $653.6M | 13.3% | NEW |
| LPL Financial LLC | 12,884,432 | $471.6M | 9.6% | NEW |
| Merit Financial Group, LLC | 5,742,774 | $210.2M | 4.3% | NEW |
| MORGAN STANLEY | 5,446,981 | $199.4M | 4.0% | NEW |
| Envestnet Portfolio Solutions, Inc. | 4,199,757 | $153.7M | 3.1% | DOUBLED +22676.5% |
| OneDigital Investment Advisors LLC | 4,167,088 | $152.5M | 3.1% | NEW |
| MML INVESTORS SERVICES, LLC | 3,856,635 | $141.2M | 2.9% | DOUBLED +6359.9% |
| Cetera Investment Advisers | 2,947,493 | $107.9M | 2.2% | NEW |
| Sanctuary Advisors, LLC | 2,809,906 | $102.8M | 2.1% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 1,714,332 | 50,080,513 | +2821.3% | $1.8B |
| LPL Financial LLC | NEW | — | 12,884,432 | — | $471.6M |
| MORGAN STANLEY | NEW | — | 5,446,981 | — | $199.4M |
| Envestnet Portfolio Solutions, Inc. | DOUBLED | 18,439 | 4,199,757 | +22676.5% | $153.7M |
| MML INVESTORS SERVICES, LLC | DOUBLED | 59,701 | 3,856,635 | +6359.9% | $141.2M |
| Cetera Investment Advisers | NEW | — | 2,947,493 | — | $107.9M |
| Bank of New York Mellon Corp | DOUBLED | 495,901 | 2,789,325 | +462.5% | $102.1M |
| Arax Advisory Partners | DOUBLED | 543,035 | 2,633,020 | +384.9% | $96.4M |
| BlackRock, Inc. | DOUBLED | 140,853 | 1,505,778 | +969.0% | $55.1M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | NEW | — | 1,206,181 | — | $44.2M |