Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33,545,101 | $1.8B | 17.7% | — |
| MERCER GLOBAL ADVISORS INC /ADV | 23,955,107 | $1.3B | 12.6% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 17,201,811 | $929.2M | 9.1% | — |
| Focus Partners Wealth | 17,198,028 | $929.0M | 9.1% | ADD +27.0% |
| Savant Capital, LLC | 10,548,529 | $574.1M | 5.6% | — |
| EP Wealth Advisors, LLC | 9,199,022 | $496.9M | 4.9% | ADD +27.3% |
| NORTHERN TRUST CORP | 7,239,321 | $391.1M | 3.8% | — |
| Focus Partners Advisor Solutions, LLC | 5,930,567 | $320.4M | 3.1% | — |
| ENVESTNET ASSET MANAGEMENT INC | 5,084,560 | $274.7M | 2.7% | — |
| Farther Finance Advisors, LLC | 4,713,116 | $254.6M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Focus Partners Wealth | ADD | 13,542,022 | 17,198,028 | +27.0% | $929.0M |
| EP Wealth Advisors, LLC | ADD | 7,226,755 | 9,199,022 | +27.3% | $496.9M |
| Corient Private Wealth LP | TRIM | 5,442,896 | 3,517,784 | -35.4% | $190.0M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 2,647,604 | 3,479,895 | +31.4% | $187.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | NEW | — | 1,998,100 | — | $107.9M |
| Beacon Pointe Advisors, LLC | ADD | 1,403,292 | 1,965,098 | +40.0% | $106.2M |
| JANE STREET GROUP, LLC | TRIM | 2,146,371 | 1,306,543 | -39.1% | $70.6M |
| Waverly Advisors, LLC | DOUBLED | 199,793 | 940,947 | +371.0% | $50.8M |
| Integrated Wealth Concepts LLC | ADD | 290,721 | 549,682 | +89.1% | $29.7M |
| MML INVESTORS SERVICES, LLC | ADD | 408,490 | 513,667 | +25.7% | $27.7M |