Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 9,455,930 | $972.2M | 14.4% | — |
| JPMORGAN CHASE & CO | 7,773,616 | $796.6M | 11.8% | — |
| Empower Advisory Group, LLC | 5,431,650 | $558.4M | 8.3% | — |
| NORTHERN TRUST CORP | 5,064,070 | $520.6M | 7.7% | — |
| MORGAN STANLEY | 4,873,244 | $501.0M | 7.4% | — |
| FMR LLC | 4,581,349 | $471.0M | 7.0% | — |
| TIAA Wealth Investment Management LLC | 2,950,589 | $302.4M | 4.5% | — |
| UBS Group AG | 1,563,789 | $160.8M | 2.4% | ADD +26.5% |
| WELLS FARGO & COMPANY/MN | 1,533,371 | $157.6M | 2.3% | — |
| MERCER GLOBAL ADVISORS INC /ADV | 1,484,182 | $152.6M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| US BANCORP \DE\ | ADD | 833,783 | 1,287,442 | +54.4% | $132.4M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,814,697 | 1,216,570 | -33.0% | $125.1M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 177,523 | 523,178 | +194.7% | $50.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 32,176 | 172,727 | +436.8% | $17.8M |
| CITADEL ADVISORS LLC | NEW | — | 126,104 | — | $13.0M |
| Clearstead Advisors, LLC | TRIM | 262,174 | 106,479 | -59.4% | $10.9M |
| Farther Finance Advisors, LLC | ADD | 59,691 | 79,580 | +33.3% | $8.2M |
| Envestnet Portfolio Solutions, Inc. | TRIM | 127,007 | 76,512 | -39.8% | $7.9M |
| OSAIC HOLDINGS, INC. | ADD | 54,433 | 76,196 | +40.0% | $7.8M |
| Corient Private Wealth LP | NEAR_EXIT | 318,854 | 66,604 | -79.1% | $6.8M |