Inst. Holders
39 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4,268,479 | $97.8M | 29.3% | ADD +58.3% |
| Bank of New York Mellon Corp | 1,744,923 | $40.0M | 12.0% | DOUBLED +655.5% |
| LPL Financial LLC | 1,234,032 | $28.3M | 8.5% | — |
| ENVESTNET ASSET MANAGEMENT INC | 1,063,913 | $24.4M | 7.3% | ADD +87.6% |
| FRANKLIN RESOURCES INC | 906,213 | $20.8M | 6.2% | NEAR_EXIT -82.4% |
| RAYMOND JAMES FINANCIAL INC | 876,493 | $20.1M | 6.0% | — |
| AMERIPRISE FINANCIAL INC | 638,924 | $14.6M | 4.4% | TRIM -35.1% |
| Cetera Investment Advisers | 548,795 | $12.6M | 3.8% | ADD +34.5% |
| ASSETMARK, INC | 509,695 | $11.7M | 3.5% | ADD +31.0% |
| ROYAL BANK OF CANADA | 345,503 | $7.9M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | ADD | 2,697,016 | 4,268,479 | +58.3% | $97.8M |
| SEI INVESTMENTS CO | DOUBLED | 32,763 | 69,665 | +112.6% | $1.6M |
| JPMORGAN CHASE & CO | DOUBLED | 7 | 51,616 | +737271.4% | $1.2M |
| BlackRock, Inc. | ADD | 4,656 | 5,846 | +25.6% | $134.0K |
| Rockefeller Capital Management L.P. | NEAR_EXIT | 10,658 | 2,195 | -79.4% | $50.3K |
| AE Wealth Management LLC | TRIM | 642 | 445 | -30.7% | $10.2K |
| US BANCORP \DE\ | TRIM | 455 | 338 | -25.7% | $7.7K |
| BANK OF MONTREAL /CAN/ | NEAR_EXIT | 1,040,250 | 255 | -100.0% | $5.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | NEAR_EXIT | 2,973 | 134 | -95.5% | $3.1K |
| Bank of New York Mellon Corp | DOUBLED | 255,861 | 1,933,014 | +655.5% | $44.5M |