Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 101,656,759 | $4.6B | 34.5% | — |
| MORGAN STANLEY | 36,816,208 | $1.7B | 12.5% | — |
| BANK OF AMERICA CORP /DE/ | 15,740,788 | $716.0M | 5.3% | — |
| FMR LLC | 15,305,769 | $696.3M | 5.2% | — |
| JPMORGAN CHASE & CO | 13,982,930 | $638.6M | 4.8% | — |
| LPL Financial LLC | 13,045,220 | $593.4M | 4.4% | — |
| Dynasty Wealth Management, LLC | 10,970,047 | $499.0M | 3.7% | — |
| RAYMOND JAMES FINANCIAL INC | 9,016,360 | $410.2M | 3.1% | — |
| ENVESTNET ASSET MANAGEMENT INC | 8,059,617 | $366.6M | 2.7% | ADD +29.1% |
| Cetera Investment Advisers | 7,296,054 | $331.9M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Waverly Advisors, LLC | DOUBLED | 617,014 | 3,836,584 | +521.8% | $174.5M |
| Focus Partners Wealth | ADD | 1,760,763 | 2,463,277 | +39.9% | $112.1M |
| Integrated Wealth Concepts LLC | ADD | 1,240,877 | 2,125,784 | +71.3% | $96.7M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 778,778 | 1,059,149 | +36.0% | $48.5M |
| NewEdge Advisors, LLC | TRIM | 1,278,631 | 659,694 | -48.4% | $30.0M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 229,100 | 339,700 | +48.3% | $15.5M |
| Allworth Financial LP | NEAR_EXIT | 1,311,022 | 279,667 | -78.7% | $12.7M |
| EP Wealth Advisors, LLC | DOUBLED | 12,532 | 241,165 | +1824.4% | $11.0M |
| Mariner, LLC | TRIM | 565,202 | 237,965 | -57.9% | $10.8M |
| Rockefeller Capital Management L.P. | DOUBLED | 80,273 | 189,083 | +135.5% | $8.6M |