Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NORTHERN TRUST CORP | 13,491,314 | $908.1M | 38.7% | — |
| First Command Advisory Services, Inc. | 5,101,362 | $343.4M | 14.6% | — |
| ENVESTNET ASSET MANAGEMENT INC | 4,956,055 | $333.6M | 14.2% | — |
| BANK OF AMERICA CORP /DE/ | 1,186,456 | $79.9M | 3.4% | ADD +28.3% |
| MORGAN STANLEY | 1,090,259 | $73.4M | 3.1% | — |
| BlackRock, Inc. | 1,074,757 | $72.3M | 3.1% | — |
| FMR LLC | 695,842 | $46.8M | 2.0% | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 681,811 | $45.7M | 1.9% | TRIM -71.6% |
| ALLIANCEBERNSTEIN L.P. | 559,785 | $41.8M | 1.8% | — |
| UBS Group AG | 480,086 | $32.3M | 1.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | NEW | — | 431,270 | — | $28.9M |
| MAI Capital Management | DOUBLED | 698 | 107,842 | +15350.1% | $7.3M |
| DEUTSCHE BANK AG\ | ADD | 57,000 | 98,914 | +73.5% | $6.7M |
| Creative Planning | ADD | 22,965 | 40,652 | +77.0% | $2.7M |
| BLAIR WILLIAM & CO/IL | DOUBLED | 10,402 | 25,834 | +148.4% | $1.7M |
| TRUIST FINANCIAL CORP | ADD | 16,278 | 25,555 | +57.0% | $1.7M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 10,050 | 21,506 | +114.0% | $1.4M |
| CITIGROUP INC | ADD | 12,837 | 17,945 | +39.8% | $1.2M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 8,266 | 17,327 | +109.6% | $1.2M |
| MML INVESTORS SERVICES, LLC | ADD | 10,412 | 14,481 | +39.1% | $974.7K |