Market Cap
$5.0B
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 137,214,468 | $5.2B | 89.5% | — |
| Clearstead Advisors, LLC | 1,971,498 | $75.0M | 1.3% | TRIM -47.3% |
| UBS Group AG | 1,495,260 | $56.9M | 1.0% | — |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,444,411 | $55.0M | 0.9% | — |
| MORGAN STANLEY | 1,132,677 | $43.1M | 0.7% | — |
| BANK OF AMERICA CORP /DE/ | 961,088 | $36.6M | 0.6% | — |
| AMERIPRISE FINANCIAL INC | 803,306 | $30.6M | 0.5% | — |
| Savant Capital, LLC | 732,553 | $26.4M | 0.5% | — |
| OSAIC HOLDINGS, INC. | 558,855 | $21.3M | 0.4% | DOUBLED +377.2% |
| Mariner, LLC | 551,284 | $21.0M | 0.4% | ADD +61.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | TRIM | 3,742,921 | 1,971,498 | -47.3% | $75.0M |
| OSAIC HOLDINGS, INC. | DOUBLED | 117,114 | 558,855 | +377.2% | $21.3M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 183,468 | 424,289 | +131.3% | $16.1M |
| EP Wealth Advisors, LLC | DOUBLED | 47,858 | 356,163 | +644.2% | $13.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | TRIM | 459,662 | 270,185 | -41.2% | $10.3M |
| Cresset Asset Management, LLC | ADD | 130,035 | 176,941 | +36.1% | $6.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 151,821 | 113,211 | -25.4% | $4.3M |
| Focus Partners Advisor Solutions, LLC | TRIM | 170,044 | 82,702 | -51.4% | $3.1M |
| Corient Private Wealth LP | TRIM | 99,061 | 72,663 | -26.6% | $2.8M |
| Kestra Advisory Services, LLC | DOUBLED | 24,423 | 53,100 | +117.4% | $2.0M |