Inst. Holders
6 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 169,579 | $16.9M | 61.2% | DOUBLED +117.6% |
| ATWOOD & PALMER INC | 51,925 | $5.2M | 18.8% | ADD +33.4% |
| Farther Finance Advisors, LLC | 38,838 | $3.9M | 14.1% | — |
| Concurrent Investment Advisors, LLC | 13,902 | $1.4M | 5.0% | ADD +95.9% |
| MATHER GROUP, LLC. | 2,348 | $235.1K | 0.8% | DOUBLED +358.6% |
| TD Waterhouse Canada Inc. | 115 | $11.5K | 0.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ATWOOD & PALMER INC | ADD | 38,925 | 51,925 | +33.4% | $5.2M |
| MATHER GROUP, LLC. | DOUBLED | 512 | 2,348 | +358.6% | $235.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | DOUBLED | 418,303 | 983,704 | +135.2% | $98.5M |
| Mariner, LLC | DOUBLED | 375,153 | 762,625 | +103.3% | $76.4M |
| Atria Investments, Inc | ADD | 360,083 | 452,406 | +25.6% | $45.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | DOUBLED | 78,791 | 171,413 | +117.6% | $17.1M |
| Cresset Asset Management, LLC | DOUBLED | 6,228 | 145,561 | +2237.2% | $14.6M |
| Arax Advisory Partners | NEW | — | 135,763 | — | $13.6M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 81,069 | 118,095 | +45.7% | $11.8M |
| Kestra Advisory Services, LLC | ADD | 52,620 | 82,385 | +56.6% | $8.3M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 27, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Goldman Sachs AccessTreasury 0-1 Year ETF | Jun 16, 2026(21d) |