Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | 39,752,037 | $3.3B | 43.4% | — |
| Focus Partners Wealth | 9,443,034 | $773.8M | 10.3% | — |
| MERCER GLOBAL ADVISORS INC /ADV | 3,929,304 | $322.0M | 4.3% | — |
| LPL Financial LLC | 3,407,781 | $279.2M | 3.7% | — |
| Creative Planning | 3,321,135 | $272.1M | 3.6% | — |
| Focus Partners Advisor Solutions, LLC | 2,699,030 | $221.2M | 2.9% | — |
| Mariner, LLC | 2,618,024 | $214.5M | 2.9% | — |
| BANK OF AMERICA CORP /DE/ | 1,771,769 | $145.2M | 1.9% | ADD +38.2% |
| RAYMOND JAMES FINANCIAL INC | 1,706,447 | $139.8M | 1.9% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,591,766 | $130.4M | 1.7% | ADD +26.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Arax Advisory Partners | DOUBLED | 54,647 | 703,277 | +1186.9% | $57.6M |
| Private Advisor Group, LLC | DOUBLED | 141,411 | 612,696 | +333.3% | $50.2M |
| Quantinno Capital Management LP | ADD | 230,904 | 328,224 | +42.1% | $26.9M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 189,595 | 264,867 | +39.7% | $21.2M |
| Allworth Financial LP | TRIM | 269,320 | 172,218 | -36.1% | $14.1M |
| Integrated Wealth Concepts LLC | ADD | 59,744 | 111,525 | +86.7% | $9.1M |
| MAI Capital Management | ADD | 15,458 | 29,466 | +90.6% | $2.4M |
| Orion Porfolio Solutions, LLC | TRIM | 39,619 | 14,976 | -62.2% | $1.2M |
| Empowered Funds, LLC | TRIM | 23,069 | 14,692 | -36.3% | $1.2M |
| WELLS FARGO & COMPANY/MN | ADD | 7,040 | 12,881 | +83.0% | $1.1M |