Market Cap
$182.0B
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Focus Partners Wealth | 13,414,075 | $538.3M | 28.5% | — |
| MATHER GROUP, LLC. | 5,210,680 | $209.1M | 11.1% | — |
| Focus Partners Advisor Solutions, LLC | 3,118,868 | $125.2M | 6.6% | — |
| BANK OF AMERICA CORP /DE/ | 2,991,895 | $120.1M | 6.3% | ADD +31.8% |
| Savant Capital, LLC | 2,629,312 | $109.5M | 5.8% | — |
| UBS Group AG | 2,485,157 | $99.7M | 5.3% | DOUBLED +7163.4% |
| Cerity Partners LLC | 1,592,790 | $63.9M | 3.4% | — |
| NORTHERN TRUST CORP | 1,318,379 | $52.9M | 2.8% | — |
| Corient Private Wealth LP | 1,018,423 | $40.9M | 2.2% | DOUBLED +218.6% |
| HighTower Advisors, LLC | 978,432 | $39.3M | 2.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 2,269,677 | 2,991,895 | +31.8% | $120.1M |
| UBS Group AG | DOUBLED | 34,215 | 2,485,157 | +7163.4% | $99.7M |
| Integrated Wealth Concepts LLC | DOUBLED | 697,550 | 1,413,192 | +102.6% | $56.7M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 570,714 | 823,817 | +44.3% | $33.1M |
| ASSETMARK, INC | DOUBLED | 763 | 383,077 | +50106.7% | $15.4M |
| OSAIC HOLDINGS, INC. | ADD | 189,240 | 279,311 | +47.6% | $11.2M |
| Rockefeller Capital Management L.P. | TRIM | 264,756 | 195,542 | -26.1% | $7.8M |
| LPL Financial LLC | ADD | 136,137 | 178,048 | +30.8% | $7.1M |
| Wealthspire Advisors, LLC | DOUBLED | 21,477 | 171,331 | +697.7% | $6.9M |
| CITADEL ADVISORS LLC | DOUBLED | 60,630 | 153,020 | +152.4% | $6.1M |