Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Focus Partners Wealth | 7,253,853 | $346.4M | 19.9% | ADD +27.2% |
| Focus Partners Advisor Solutions, LLC | 6,339,321 | $302.7M | 17.4% | DOUBLED +347.3% |
| OneDigital Investment Advisors LLC | 3,880,784 | $185.3M | 10.6% | — |
| Savant Capital, LLC | 3,654,844 | $174.5M | 10.0% | — |
| ENVESTNET ASSET MANAGEMENT INC | 2,683,166 | $128.1M | 7.4% | — |
| HighTower Advisors, LLC | 1,996,685 | $95.3M | 5.5% | — |
| ASSETMARK, INC | 1,284,088 | $61.3M | 3.5% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,229,386 | $58.7M | 3.4% | — |
| Beacon Pointe Advisors, LLC | 1,045,893 | $49.9M | 2.9% | DOUBLED +287.4% |
| BANK OF AMERICA CORP /DE/ | 847,823 | $40.5M | 2.3% | ADD +30.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | ADD | 284,484 | 562,109 | +97.6% | $26.8M |
| Allworth Financial LP | TRIM | 935,707 | 498,269 | -46.7% | $23.8M |
| LPL Financial LLC | ADD | 338,855 | 454,790 | +34.2% | $21.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | NEW | — | 345,242 | — | $16.5M |
| MML INVESTORS SERVICES, LLC | ADD | 50,075 | 68,460 | +36.7% | $3.3M |
| JPMORGAN CHASE & CO | ADD | 33,380 | 50,257 | +50.6% | $2.4M |
| Private Advisor Group, LLC | TRIM | 93,494 | 47,371 | -49.3% | $2.3M |
| UBS Group AG | ADD | 17,641 | 24,345 | +38.0% | $1.2M |
| CITADEL ADVISORS LLC | DOUBLED | 7,103 | 16,012 | +125.4% | $764.6K |
| AE Wealth Management LLC | ADD | 8,708 | 12,092 | +38.9% | $577.4K |