Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Savant Capital, LLC | 15,348,111 | $444.6M | 46.6% | ADD +26.0% |
| Focus Partners Wealth | 3,958,658 | $114.7M | 12.0% | — |
| Wealthspire Advisors, LLC | 2,777,041 | $80.5M | 8.4% | — |
| Focus Partners Advisor Solutions, LLC | 2,168,246 | $62.8M | 6.6% | DOUBLED +2498.6% |
| LPL Financial LLC | 1,299,964 | $37.7M | 3.9% | — |
| OneDigital Investment Advisors LLC | 827,005 | $24.0M | 2.5% | — |
| Beacon Pointe Advisors, LLC | 665,263 | $19.3M | 2.0% | ADD +35.8% |
| ENVESTNET ASSET MANAGEMENT INC | 631,263 | $18.3M | 1.9% | ADD +87.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 455,872 | $13.3M | 1.4% | ADD +93.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 457,141 | $13.2M | 1.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | ADD | 336,697 | 631,263 | +87.5% | $18.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 235,644 | 455,872 | +93.5% | $13.3M |
| Allworth Financial LP | ADD | 338,740 | 428,449 | +26.5% | $12.4M |
| GREAT LAKES ADVISORS, LLC | ADD | 274,860 | 355,274 | +29.3% | $10.3M |
| First Command Advisory Services, Inc. | DOUBLED | 66,905 | 320,787 | +379.5% | $9.3M |
| Corient Private Wealth LP | TRIM | 583,571 | 199,437 | -65.8% | $5.8M |
| OSAIC HOLDINGS, INC. | ADD | 147,038 | 199,311 | +35.6% | $5.8M |
| Integrated Wealth Concepts LLC | ADD | 42,997 | 85,135 | +98.0% | $2.5M |
| Financial Engines Advisors L.L.C. | TRIM | 172,186 | 78,409 | -54.5% | $2.3M |
| JANE STREET GROUP, LLC | NEAR_EXIT | 601,668 | 71,113 | -88.2% | $2.1M |