Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Savant Capital, LLC | 25,008,847 | $976.1M | 30.8% | — |
| MATHER GROUP, LLC. | 6,632,230 | $257.3M | 8.1% | — |
| Focus Partners Wealth | 4,701,833 | $182.4M | 5.7% | — |
| Cetera Investment Advisers | 4,700,364 | $182.3M | 5.7% | ADD +61.3% |
| Cerity Partners LLC | 4,469,361 | $173.4M | 5.5% | — |
| Corient Private Wealth LP | 3,243,839 | $125.8M | 4.0% | TRIM -55.8% |
| Pathstone Holdings, LLC | 2,666,992 | $103.5M | 3.3% | — |
| ENVESTNET ASSET MANAGEMENT INC | 2,378,365 | $92.3M | 2.9% | ADD +63.0% |
| LPL Financial LLC | 2,360,503 | $91.6M | 2.9% | ADD +35.9% |
| Focus Partners Advisor Solutions, LLC | 2,225,817 | $86.3M | 2.7% | ADD +26.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Corient Private Wealth LP | TRIM | 7,337,993 | 3,243,839 | -55.8% | $125.8M |
| Allworth Financial LP | TRIM | 870,735 | 425,967 | -51.1% | $16.5M |
| TRUIST FINANCIAL CORP | DOUBLED | 75,461 | 287,011 | +280.3% | $11.1M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 202,209 | 265,203 | +31.2% | $10.3M |
| Wealthspire Advisors, LLC | DOUBLED | 23,442 | 183,655 | +683.4% | $7.1M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 72,544 | 97,828 | +34.9% | $3.8M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 6,884 | 76,293 | +1008.3% | $3.0M |
| Integrated Wealth Concepts LLC | TRIM | 92,609 | 68,602 | -25.9% | $2.7M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 89,200 | 36,705 | -58.9% | $1.4M |
| Quantinno Capital Management LP | ADD | 16,563 | 24,604 | +48.5% | $954.4K |