Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Lido Advisors, LLC | 2,009,121 | $573.8M | 18.0% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,343,888 | $383.8M | 12.1% | — |
| BANK OF AMERICA CORP /DE/ | 953,420 | $272.3M | 8.6% | TRIM -52.7% |
| LPL Financial LLC | 768,233 | $219.4M | 6.9% | — |
| AGF MANAGEMENT LTD | 690,136 | $197.1M | 6.2% | — |
| ENVESTNET ASSET MANAGEMENT INC | 669,504 | $191.2M | 6.0% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 668,463 | $190.9M | 6.0% | — |
| MORGAN STANLEY | 407,348 | $116.3M | 3.7% | — |
| MERCER GLOBAL ADVISORS INC /ADV | 357,389 | $102.1M | 3.2% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 319,994 | $91.4M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | ADD | 84,309 | 114,710 | +36.1% | $32.8M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 31,536 | 40,064 | +27.0% | $10.9M |
| Sanctuary Advisors, LLC | ADD | 16,606 | 28,905 | +74.1% | $8.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 7,629 | 24,622 | +222.7% | $7.0M |
| Arax Advisory Partners | DOUBLED | 5,872 | 24,191 | +312.0% | $6.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 18,581 | 23,544 | +26.7% | $6.6M |
| DAVENPORT & Co LLC | ADD | 11,436 | 14,456 | +26.4% | $4.1M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | ADD | 7,007 | 13,002 | +85.6% | $3.7M |
| Farther Finance Advisors, LLC | ADD | 6,894 | 12,868 | +86.7% | $3.7M |
| Cerity Partners LLC | DOUBLED | 3,762 | 12,391 | +229.4% | $3.5M |