Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 21,763,134 | $588.7M | 35.6% | TRIM -26.5% |
| MORGAN STANLEY | 10,562,312 | $285.7M | 17.3% | — |
| ENVESTNET ASSET MANAGEMENT INC | 7,478,012 | $202.3M | 12.2% | DOUBLED +880.6% |
| OSAIC HOLDINGS, INC. | 5,466,281 | $147.9M | 8.9% | DOUBLED +854.4% |
| LPL Financial LLC | 3,295,649 | $89.1M | 5.4% | ADD +32.8% |
| UBS Group AG | 1,672,607 | $45.2M | 2.7% | — |
| ROYAL BANK OF CANADA | 1,617,836 | $43.8M | 2.6% | — |
| RAYMOND JAMES FINANCIAL INC | 1,415,450 | $38.3M | 2.3% | ADD +31.4% |
| &PARTNERS | 965,395 | $26.1M | 1.6% | ADD +34.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 932,402 | $25.2M | 1.5% | ADD +29.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 762,562 | 7,478,012 | +880.6% | $202.3M |
| OSAIC HOLDINGS, INC. | DOUBLED | 572,748 | 5,466,281 | +854.4% | $147.9M |
| RAYMOND JAMES FINANCIAL INC | ADD | 1,076,967 | 1,415,450 | +31.4% | $38.3M |
| &PARTNERS | ADD | 717,306 | 965,395 | +34.6% | $26.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 721,249 | 932,402 | +29.3% | $25.2M |
| FIRST TRUST ADVISORS LP | DOUBLED | 133,041 | 756,891 | +468.9% | $20.5M |
| Cetera Investment Advisers | ADD | 472,312 | 591,708 | +25.3% | $16.0M |
| Envestnet Portfolio Solutions, Inc. | NEW | — | 470,207 | — | $12.7M |
| D.A. DAVIDSON & CO. | ADD | 184,258 | 274,403 | +48.9% | $7.4M |
| Farther Finance Advisors, LLC | TRIM | 396,135 | 227,959 | -42.5% | $6.2M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 25, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | FIRST TR GLOBAL TACTICAL CMD | Jul 13, 2026(19d) |
| May 27, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | FIRST TR GLOBAL TACTICAL CMD | Jun 16, 2026(21d) |
| Mar 19, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | FIRST TR GLOBAL TACTICAL CMD | Apr 14, 2026(27d) |
| Jan 23, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | FIRST TR GLOBAL TACTICAL CMD | Feb 15, 2026(24d) |
| Nov 21, 2025 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | FIRST TR GLOBAL TACTICAL CMD | Aug 24, 2026(277d) |