Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 21,292,882 | $1.6B | 9.7% | — |
| MORGAN STANLEY | 20,167,455 | $1.5B | 9.2% | — |
| BANK OF AMERICA CORP /DE/ | 19,247,587 | $1.5B | 8.8% | — |
| Wealthfront Advisers LLC | 17,739,616 | $1.3B | 8.1% | ADD +25.1% |
| JONES FINANCIAL COMPANIES LLLP | 14,415,274 | $1.1B | 6.6% | — |
| RAYMOND JAMES FINANCIAL INC | 11,158,166 | $845.7M | 5.1% | — |
| ENVESTNET ASSET MANAGEMENT INC | 11,099,887 | $841.3M | 5.1% | — |
| ROYAL BANK OF CANADA | 8,168,442 | $619.1M | 3.7% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,235,888 | $548.4M | 3.3% | — |
| AMERIPRISE FINANCIAL INC | 6,839,276 | $518.5M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | DOUBLED | 797,552 | 2,172,946 | +172.5% | $164.7M |
| BlackRock, Inc. | TRIM | 1,348,444 | 958,011 | -29.0% | $72.6M |
| Integrated Wealth Concepts LLC | DOUBLED | 308,307 | 792,612 | +157.1% | $60.1M |
| Atria Investments, Inc | ADD | 257,877 | 333,705 | +29.4% | $25.3M |
| Envestnet Portfolio Solutions, Inc. | ADD | 206,148 | 263,828 | +28.0% | $20.0M |
| CITADEL ADVISORS LLC | ADD | 122,200 | 234,139 | +91.6% | $17.7M |
| Concurrent Investment Advisors, LLC | ADD | 107,448 | 197,951 | +84.2% | $15.0M |
| Pathstone Holdings, LLC | DOUBLED | 94,679 | 195,545 | +106.5% | $14.8M |
| Capital International Investors | DOUBLED | 56,603 | 150,174 | +165.3% | $11.4M |
| TUDOR INVESTMENT CORP ET AL | ADD | 64,927 | 106,824 | +64.5% | $8.1M |