Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 22,193,212 | $1.1B | 46.4% | NEW |
| LPL Financial LLC | 6,855,216 | $344.7M | 14.3% | NEW |
| MORGAN STANLEY | 2,429,490 | $122.2M | 5.1% | NEW |
| JPMORGAN CHASE & CO | 2,382,374 | $120.2M | 5.0% | NEW |
| Envestnet Portfolio Solutions, Inc. | 2,260,581 | $113.7M | 4.7% | NEW |
| MML INVESTORS SERVICES, LLC | 1,479,773 | $74.4M | 3.1% | NEW |
| Cetera Investment Advisers | 1,432,964 | $72.1M | 3.0% | NEW |
| Bank of New York Mellon Corp | 1,402,742 | $70.5M | 2.9% | NEW |
| OneDigital Investment Advisors LLC | 1,204,924 | $60.6M | 2.5% | NEW |
| BlackRock, Inc. | 883,720 | $44.4M | 1.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | NEW | — | 22,193,212 | — | $1.1B |
| LPL Financial LLC | NEW | — | 6,855,216 | — | $344.7M |
| MORGAN STANLEY | NEW | — | 2,429,490 | — | $122.2M |
| JPMORGAN CHASE & CO | NEW | — | 2,382,374 | — | $120.2M |
| Envestnet Portfolio Solutions, Inc. | NEW | — | 2,260,581 | — | $113.7M |
| MML INVESTORS SERVICES, LLC | NEW | — | 1,479,773 | — | $74.4M |
| Cetera Investment Advisers | NEW | — | 1,432,964 | — | $72.1M |
| Bank of New York Mellon Corp | NEW | — | 1,402,742 | — | $70.5M |
| OneDigital Investment Advisors LLC | NEW | — | 1,204,924 | — | $60.6M |
| Merit Financial Group, LLC | NEW | — | 844,485 | — | $42.5M |