Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Creative Planning | 13,305,154 | $930.0M | 19.5% | — |
| Focus Partners Wealth | 12,491,981 | $873.2M | 18.3% | — |
| Focus Partners Advisor Solutions, LLC | 5,632,475 | $393.7M | 8.2% | — |
| Savant Capital, LLC | 5,350,293 | $375.0M | 7.8% | — |
| EP Wealth Advisors, LLC | 4,751,916 | $332.2M | 7.0% | — |
| RAYMOND JAMES FINANCIAL INC | 1,834,767 | $128.3M | 2.7% | — |
| Corient Private Wealth LP | 1,801,593 | $125.9M | 2.6% | TRIM -31.9% |
| HighTower Advisors, LLC | 1,785,984 | $124.8M | 2.6% | — |
| MERCER GLOBAL ADVISORS INC /ADV | 1,681,761 | $117.6M | 2.5% | — |
| BANK OF AMERICA CORP /DE/ | 1,618,758 | $113.2M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Corient Private Wealth LP | TRIM | 2,644,999 | 1,801,593 | -31.9% | $125.9M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 633,944 | 846,849 | +33.6% | $59.2M |
| ASSETMARK, INC | ADD | 467,017 | 845,930 | +81.1% | $59.1M |
| BlackRock, Inc. | ADD | 254,576 | 349,809 | +37.4% | $24.5M |
| Quantinno Capital Management LP | ADD | 99,342 | 126,195 | +27.0% | $8.8M |
| Private Advisor Group, LLC | ADD | 43,234 | 85,938 | +98.8% | $6.0M |
| Integrated Wealth Concepts LLC | ADD | 47,860 | 78,325 | +63.7% | $5.5M |
| Steward Partners Investment Advisory, LLC | DOUBLED | 26,647 | 63,856 | +139.6% | $4.5M |
| US BANCORP \DE\ | TRIM | 57,032 | 39,340 | -31.0% | $2.7M |
| Cresset Asset Management, LLC | TRIM | 50,089 | 34,977 | -30.2% | $2.4M |