Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 35,612,854 | $1.2B | 29.9% | — |
| Savant Capital, LLC | 32,381,844 | $1.1B | 27.2% | — |
| Focus Partners Wealth | 17,142,938 | $585.0M | 14.4% | — |
| Sequoia Financial Advisors, LLC | 5,261,652 | $179.6M | 4.4% | — |
| ENVESTNET ASSET MANAGEMENT INC | 4,738,498 | $161.7M | 4.0% | — |
| Focus Partners Advisor Solutions, LLC | 3,734,675 | $127.4M | 3.1% | — |
| Clearstead Advisors, LLC | 3,040,147 | $103.7M | 2.6% | TRIM -45.0% |
| BANK OF MONTREAL /CAN/ | 2,806,609 | $95.8M | 2.4% | — |
| HighTower Advisors, LLC | 1,971,505 | $67.3M | 1.7% | — |
| ASSETMARK, INC | 1,546,186 | $52.8M | 1.3% | DOUBLED +120979.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | TRIM | 5,528,400 | 3,040,147 | -45.0% | $103.7M |
| ASSETMARK, INC | DOUBLED | 1,277 | 1,546,186 | +120979.6% | $52.8M |
| JANE STREET GROUP, LLC | TRIM | 1,388,511 | 1,015,572 | -26.9% | $34.7M |
| Mariner, LLC | ADD | 798,993 | 1,013,239 | +26.8% | $34.6M |
| BANK OF AMERICA CORP /DE/ | ADD | 439,677 | 866,509 | +97.1% | $29.6M |
| OSAIC HOLDINGS, INC. | ADD | 88,046 | 172,296 | +95.7% | $5.9M |
| Quantinno Capital Management LP | ADD | 101,705 | 170,073 | +67.2% | $5.8M |
| CIBC Bancorp USA Inc. | TRIM | 210,027 | 150,000 | -28.6% | $5.1M |
| Creative Planning | ADD | 48,685 | 63,054 | +29.5% | $2.2M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 3,508 | 47,866 | +1264.5% | $1.6M |