Inst. Holders
21 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 19,041,961 | $547.5M | 57.7% | ADD +46.6% |
| Integrated Wealth Concepts LLC | 7,643,046 | $219.7M | 23.1% | ADD +57.0% |
| ENVESTNET ASSET MANAGEMENT INC | 2,155,258 | $62.0M | 6.5% | NEW |
| Corient Private Wealth LP | 1,731,973 | $49.8M | 5.2% | — |
| RAYMOND JAMES FINANCIAL INC | 1,056,652 | $30.4M | 3.2% | — |
| LPL Financial LLC | 648,422 | $18.6M | 2.0% | DOUBLED +111.4% |
| Prime Capital Investment Advisors, LLC | 320,306 | $9.2M | 1.0% | ADD +25.0% |
| Atria Investments, Inc | 100,823 | $2.9M | 0.3% | ADD +29.9% |
| CAPTRUST FINANCIAL ADVISORS | 91,359 | $2.6M | 0.3% | — |
| Kestra Advisory Services, LLC | 83,028 | $2.4M | 0.3% | ADD +43.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | ADD | 7,394,435 | 11,609,060 | +57.0% | $333.8M |
| Prime Capital Investment Advisors, LLC | ADD | 256,154 | 320,306 | +25.0% | $9.2M |
| Farther Finance Advisors, LLC | TRIM | 5,011 | 2,706 | -46.0% | $77.8K |
| ASSETMARK, INC | DOUBLED | 23 | 443 | +1826.1% | $12.7K |
| UBS Group AG | DOUBLED | 11 | 360 | +3172.7% | $10.3K |
| WELLS FARGO & COMPANY/MN | DOUBLED | 1 | 267 | +26600.0% | $7.7K |
| ENVESTNET ASSET MANAGEMENT INC | NEW | — | 2,055,006 | — | $56.2M |
| Independent Advisor Alliance | DOUBLED | 98,407 | 232,937 | +136.7% | $6.4M |
| Kestra Advisory Services, LLC | ADD | 56,614 | 81,422 | +43.8% | $2.2M |
| JPMORGAN CHASE & CO | TRIM | 2,350 | 1,309 | -44.3% | $35.5K |