Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 113,045,712 | $7.7B | 26.9% | — |
| LPL Financial LLC | 48,787,074 | $3.3B | 11.6% | — |
| First Command Advisory Services, Inc. | 29,895,099 | $2.0B | 7.1% | ADD +29.1% |
| BlackRock, Inc. | 23,992,247 | $1.6B | 5.7% | — |
| JPMORGAN CHASE & CO | 23,668,393 | $1.6B | 5.6% | — |
| MORGAN STANLEY | 19,225,934 | $1.3B | 4.6% | — |
| AMERIPRISE FINANCIAL INC | 16,214,480 | $1.1B | 3.9% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15,169,385 | $1.0B | 3.6% | — |
| BANK OF AMERICA CORP /DE/ | 12,731,867 | $865.9M | 3.0% | — |
| Dynasty Wealth Management, LLC | 11,684,774 | $794.7M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | ADD | 7,237,106 | 9,131,187 | +26.2% | $621.0M |
| WELLS FARGO & COMPANY/MN | ADD | 4,456,727 | 5,677,609 | +27.4% | $386.1M |
| Merit Financial Group, LLC | ADD | 3,352,902 | 4,521,035 | +34.8% | $307.5M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 2,112,526 | 3,090,804 | +46.3% | $204.5M |
| Arax Advisory Partners | DOUBLED | 1,247,034 | 2,961,917 | +137.5% | $201.4M |
| Integrated Wealth Concepts LLC | ADD | 1,765,206 | 2,799,276 | +58.6% | $190.4M |
| Mirae Asset Global Investments Co., Ltd. | DOUBLED | 422,913 | 2,155,320 | +409.6% | $146.6M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | ADD | 1,036,543 | 1,451,696 | +40.1% | $98.8M |
| HighTower Advisors, LLC | ADD | 837,820 | 1,109,688 | +32.4% | $75.5M |
| Vestmark Advisory Solutions, Inc. | ADD | 584,007 | 824,650 | +41.2% | $56.1M |