Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Focus Partners Wealth | 10,393,265 | $382.9M | 10.7% | — |
| LPL Financial LLC | 8,228,270 | $303.1M | 8.5% | — |
| ENVESTNET ASSET MANAGEMENT INC | 6,693,905 | $246.6M | 6.9% | — |
| Allworth Financial LP | 6,594,247 | $242.9M | 6.8% | — |
| GLENMEDE TRUST CO NA | 5,222,632 | $192.4M | 5.4% | — |
| FACTORY MUTUAL INSURANCE CO | 4,806,630 | $177.1M | 4.9% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,450,159 | $163.9M | 4.6% | — |
| ROYAL BANK OF CANADA | 3,862,746 | $142.3M | 4.0% | — |
| Focus Partners Advisor Solutions, LLC | 3,488,957 | $128.5M | 3.6% | — |
| FIFTH THIRD BANCORP | 3,295,765 | $121.4M | 3.4% | DOUBLED +38910.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 2,450,708 | 3,205,258 | +30.8% | $118.1M |
| JANE STREET GROUP, LLC | DOUBLED | 446,471 | 2,214,709 | +396.0% | $81.6M |
| Cetera Investment Advisers | ADD | 855,795 | 1,153,522 | +34.8% | $42.5M |
| Private Advisor Group, LLC | TRIM | 1,153,055 | 771,681 | -33.1% | $28.4M |
| HB Wealth Management, LLC | DOUBLED | 49,074 | 770,819 | +1470.7% | $28.4M |
| Integrated Wealth Concepts LLC | ADD | 338,034 | 621,951 | +84.0% | $22.9M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 275,897 | 387,541 | +40.5% | $14.1M |
| Corient Private Wealth LP | TRIM | 606,817 | 322,777 | -46.8% | $11.9M |
| MORGAN STANLEY | ADD | 148,424 | 187,127 | +26.1% | $6.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 118,709 | 150,924 | +27.1% | $5.6M |