Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Retirement Systems of Alabama | 12,668,769 | $509.4M | 13.0% | — |
| MATHER GROUP, LLC. | 12,473,477 | $501.6M | 12.8% | — |
| FMR LLC | 9,655,546 | $388.2M | 9.9% | — |
| BANK OF AMERICA CORP /DE/ | 7,986,445 | $321.1M | 8.2% | — |
| UBS Group AG | 6,959,996 | $279.9M | 7.1% | — |
| Mariner, LLC | 4,358,277 | $175.2M | 4.5% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,803,185 | $112.7M | 2.9% | TRIM -65.1% |
| MAI Capital Management | 2,587,135 | $104.0M | 2.6% | DOUBLED +553.7% |
| Cerity Partners LLC | 2,553,687 | $102.7M | 2.6% | ADD +34.1% |
| HighTower Advisors, LLC | 2,473,379 | $99.5M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MAI Capital Management | DOUBLED | 395,743 | 2,587,135 | +553.7% | $104.0M |
| ASSETMARK, INC | DOUBLED | 2,549 | 1,168,966 | +45759.8% | $47.0M |
| FACTORY MUTUAL INSURANCE CO | TRIM | 3,086,900 | 924,700 | -70.0% | $37.2M |
| Atria Investments, Inc | NEW | — | 504,576 | — | $20.3M |
| OSAIC HOLDINGS, INC. | ADD | 309,692 | 419,214 | +35.4% | $16.9M |
| MML INVESTORS SERVICES, LLC | ADD | 295,896 | 406,849 | +37.5% | $16.4M |
| Kestra Advisory Services, LLC | DOUBLED | 104,638 | 263,551 | +151.9% | $10.6M |
| Integrated Wealth Concepts LLC | ADD | 173,489 | 236,973 | +36.6% | $9.5M |
| Allworth Financial LP | TRIM | 153,612 | 113,606 | -26.0% | $4.6M |
| COMMERCE BANK | ADD | 82,012 | 113,204 | +38.0% | $4.6M |