Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 7,544,318 | $295.8M | 18.2% | ADD +29.4% |
| CAPTRUST FINANCIAL ADVISORS | 5,732,633 | $224.8M | 13.9% | — |
| MORGAN STANLEY | 4,236,138 | $166.1M | 10.2% | ADD +31.5% |
| UBS Group AG | 4,185,097 | $164.1M | 10.1% | ADD +25.8% |
| LPL Financial LLC | 2,998,174 | $117.6M | 7.2% | ADD +51.3% |
| WELLS FARGO & COMPANY/MN | 2,568,138 | $100.7M | 6.2% | ADD +99.2% |
| ENVESTNET ASSET MANAGEMENT INC | 2,158,257 | $84.6M | 5.2% | ADD +41.0% |
| RAYMOND JAMES FINANCIAL INC | 1,842,547 | $72.2M | 4.5% | — |
| STIFEL FINANCIAL CORP | 1,467,980 | $57.6M | 3.5% | — |
| M&T BANK CORP | 1,427,038 | $56.0M | 3.5% | ADD +66.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 3,220,893 | 4,236,138 | +31.5% | $166.1M |
| WELLS FARGO & COMPANY/MN | ADD | 1,288,949 | 2,568,138 | +99.2% | $100.7M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 1,530,888 | 2,158,257 | +41.0% | $84.6M |
| M&T BANK CORP | ADD | 856,958 | 1,427,038 | +66.5% | $56.0M |
| ROYAL BANK OF CANADA | ADD | 678,313 | 1,012,787 | +49.3% | $39.7M |
| &PARTNERS | DOUBLED | 202,824 | 743,655 | +266.7% | $29.2M |
| Steward Partners Investment Advisory, LLC | DOUBLED | 177,234 | 389,174 | +119.6% | $15.3M |
| Rockefeller Capital Management L.P. | ADD | 192,820 | 263,746 | +36.8% | $10.3M |
| TRUIST FINANCIAL CORP | ADD | 145,333 | 222,831 | +53.3% | $8.7M |
| Equitable Holdings, Inc. | ADD | 87,039 | 131,987 | +51.6% | $5.2M |