Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| VANGUARD ADVISERS INC | 3,842,055 | $508.1M | 23.1% | — |
| Wealthfront Advisers LLC | 1,819,118 | $240.6M | 10.9% | — |
| MORGAN STANLEY | 1,721,745 | $227.7M | 10.4% | — |
| Creative Planning | 1,465,297 | $193.8M | 8.8% | — |
| RAYMOND JAMES FINANCIAL INC | 667,954 | $88.3M | 4.0% | — |
| BANK OF AMERICA CORP /DE/ | 573,327 | $75.8M | 3.4% | — |
| ROYAL BANK OF CANADA | 487,150 | $64.4M | 2.9% | — |
| Baird Financial Group, Inc. | 442,529 | $58.5M | 2.7% | — |
| SCS Capital Management LLC | 391,185 | $51.7M | 2.4% | — |
| MATHER GROUP, LLC. | 321,873 | $42.6M | 1.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | DOUBLED | 63,621 | 205,816 | +223.5% | $27.3M |
| CIBC Bancorp USA Inc. | ADD | 86,626 | 170,359 | +96.7% | $22.5M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 78,747 | 117,575 | +49.3% | $15.5M |
| MAI Capital Management | DOUBLED | 9,370 | 76,485 | +716.3% | $10.1M |
| NORTHERN TRUST CORP | DOUBLED | 19,997 | 63,463 | +217.4% | $8.4M |
| CITIGROUP INC | ADD | 17,890 | 30,527 | +70.6% | $4.0M |
| BlackRock, Inc. | DOUBLED | 9,514 | 24,217 | +154.5% | $3.2M |
| Bank of New York Mellon Corp | TRIM | 61,496 | 22,929 | -62.7% | $3.0M |
| Focus Partners Advisor Solutions, LLC | ADD | 10,461 | 15,776 | +50.8% | $2.1M |
| Allworth Financial LP | ADD | 9,756 | 12,961 | +32.9% | $1.7M |