Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 51,655,115 | $2.2B | 40.9% | — |
| Focus Partners Wealth | 21,465,179 | $895.7M | 17.0% | — |
| ENVESTNET ASSET MANAGEMENT INC | 4,104,606 | $171.3M | 3.2% | — |
| Focus Partners Advisor Solutions, LLC | 3,851,505 | $160.7M | 3.0% | — |
| Allworth Financial LP | 3,613,141 | $150.8M | 2.9% | ADD +43.7% |
| ASSETMARK, INC | 3,078,885 | $128.5M | 2.4% | DOUBLED +89820.7% |
| BANK OF MONTREAL /CAN/ | 2,871,276 | $119.8M | 2.3% | — |
| Corient Private Wealth LP | 2,833,446 | $118.2M | 2.2% | ADD +26.1% |
| HB Wealth Management, LLC | 2,227,918 | $93.0M | 1.8% | — |
| UBS Group AG | 2,100,442 | $87.7M | 1.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ASSETMARK, INC | DOUBLED | 3,424 | 3,078,885 | +89820.7% | $128.5M |
| Clearstead Advisors, LLC | TRIM | 2,715,805 | 1,364,264 | -49.8% | $56.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 1,552,236 | 898,765 | -42.1% | $37.6M |
| Integrated Wealth Concepts LLC | ADD | 531,559 | 897,545 | +68.9% | $37.5M |
| Private Advisor Group, LLC | DOUBLED | 195,461 | 500,172 | +155.9% | $20.9M |
| Quantinno Capital Management LP | ADD | 208,418 | 375,308 | +80.1% | $15.7M |
| MML INVESTORS SERVICES, LLC | ADD | 258,217 | 338,368 | +31.0% | $14.1M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 5,910 | 205,226 | +3372.5% | $8.6M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 149,466 | 202,826 | +35.7% | $8.3M |
| Wealthspire Advisors, LLC | DOUBLED | 75,873 | 186,377 | +145.6% | $7.8M |