Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 43,369,886 | $2.4B | 36.7% | — |
| Savant Capital, LLC | 15,249,311 | $839.1M | 12.9% | — |
| Focus Partners Wealth | 14,217,663 | $782.1M | 12.0% | — |
| Focus Partners Advisor Solutions, LLC | 4,999,844 | $275.0M | 4.2% | — |
| NORTHERN TRUST CORP | 4,892,951 | $269.2M | 4.1% | — |
| Creative Planning | 4,865,323 | $267.6M | 4.1% | — |
| HighTower Advisors, LLC | 4,432,562 | $243.8M | 3.8% | — |
| Corient Private Wealth LP | 3,801,714 | $209.1M | 3.2% | TRIM -61.0% |
| Cerity Partners LLC | 2,644,308 | $145.5M | 2.2% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,853,369 | $102.0M | 1.6% | TRIM -33.1% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Corient Private Wealth LP | TRIM | 9,736,043 | 3,801,714 | -61.0% | $209.1M |
| Integrated Wealth Concepts LLC | ADD | 759,047 | 1,387,899 | +82.8% | $76.3M |
| Allworth Financial LP | TRIM | 1,104,019 | 704,814 | -36.2% | $38.8M |
| MAI Capital Management | ADD | 194,802 | 329,154 | +69.0% | $18.1M |
| ROYAL BANK OF CANADA | ADD | 117,609 | 151,462 | +28.8% | $8.3M |
| MML INVESTORS SERVICES, LLC | ADD | 59,238 | 97,352 | +64.3% | $5.4M |
| Private Advisor Group, LLC | ADD | 41,839 | 81,045 | +93.7% | $4.5M |
| Arax Advisory Partners | DOUBLED | 1,142 | 26,654 | +2234.0% | $1.5M |
| Lido Advisors, LLC | ADD | 9,955 | 13,848 | +39.1% | $761.8K |
| &PARTNERS | TRIM | 23,843 | 13,709 | -42.5% | $754.1K |