Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 73,219,086 | $3.2B | 23.7% | — |
| Focus Partners Wealth | 42,128,827 | $1.9B | 13.6% | — |
| LPL Financial LLC | 18,533,056 | $822.1M | 6.0% | — |
| Focus Partners Advisor Solutions, LLC | 17,607,276 | $781.1M | 5.7% | — |
| ENVESTNET ASSET MANAGEMENT INC | 13,812,388 | $612.7M | 4.5% | — |
| Savant Capital, LLC | 13,605,470 | $603.6M | 4.4% | ADD +54.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,368,847 | $371.2M | 2.7% | — |
| Wealthspire Advisors, LLC | 7,548,752 | $334.9M | 2.4% | — |
| Allworth Financial LP | 6,464,130 | $286.7M | 2.1% | ADD +29.3% |
| BANK OF AMERICA CORP /DE/ | 5,948,676 | $263.9M | 1.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ASSETMARK, INC | DOUBLED | 2,289,602 | 5,633,519 | +146.0% | $249.9M |
| Integrated Wealth Concepts LLC | ADD | 3,142,236 | 5,536,589 | +76.2% | $245.6M |
| OSAIC HOLDINGS, INC. | ADD | 2,271,718 | 4,319,715 | +90.2% | $191.6M |
| Quantinno Capital Management LP | ADD | 1,005,870 | 1,297,981 | +29.0% | $57.6M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 201,723 | 449,368 | +122.8% | $19.9M |
| JANE STREET GROUP, LLC | DOUBLED | 7,876 | 400,000 | +4978.7% | $17.7M |
| CITIGROUP INC | ADD | 248,732 | 399,130 | +60.5% | $17.7M |
| BlackRock, Inc. | ADD | 210,429 | 306,439 | +45.6% | $13.6M |
| MAI Capital Management | ADD | 143,671 | 222,651 | +55.0% | $9.9M |
| Lido Advisors, LLC | DOUBLED | 44,000 | 156,381 | +255.4% | $6.9M |