Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 35,476,754 | $742.2M | 40.9% | — |
| Empower Advisory Group, LLC | 29,889,679 | $625.3M | 34.5% | — |
| CI INVESTMENTS INC. | 8,236,130 | $172.3M | 9.5% | — |
| STATE STREET CORP | 2,621,626 | $54.8M | 3.0% | — |
| SEI INVESTMENTS CO | 1,691,856 | $35.4M | 2.0% | — |
| Varma Mutual Pension Insurance Co | 1,400,000 | $29.3M | 1.6% | DOUBLED +100.0% |
| LPL Financial LLC | 1,028,619 | $21.5M | 1.2% | — |
| BANK OF AMERICA CORP /DE/ | 991,194 | $20.7M | 1.1% | ADD +64.5% |
| Envestnet Portfolio Solutions, Inc. | 852,054 | $17.8M | 1.0% | — |
| ENVESTNET ASSET MANAGEMENT INC | 626,035 | $13.1M | 0.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 1,511 | 311,003 | +20482.6% | $6.5M |
| MORGAN STANLEY | TRIM | 590,909 | 255,084 | -56.8% | $5.3M |
| Equitable Holdings, Inc. | ADD | 82,225 | 106,648 | +29.7% | $2.2M |
| Merit Financial Group, LLC | TRIM | 104,939 | 76,011 | -27.6% | $1.6M |
| Wealthfront Advisers LLC | ADD | 37,300 | 50,928 | +36.5% | $1.1M |
| JANE STREET GROUP, LLC | NEAR_EXIT | 1,031,768 | 41,557 | -96.0% | $869.4K |
| MML INVESTORS SERVICES, LLC | TRIM | 52,696 | 35,072 | -33.4% | $733.7K |
| Mariner, LLC | TRIM | 44,917 | 32,401 | -27.9% | $677.8K |
| JONES FINANCIAL COMPANIES LLLP | ADD | 9,648 | 17,475 | +81.1% | $365.7K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | TRIM | 38,498 | 15,381 | -60.0% | $321.8K |