Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 488,595,396 | $11.1B | 30.5% | — |
| JPMORGAN CHASE & CO | 228,095,630 | $5.2B | 14.3% | — |
| ENVESTNET ASSET MANAGEMENT INC | 167,199,210 | $3.8B | 10.5% | DOUBLED +112.8% |
| LPL Financial LLC | 162,613,206 | $3.7B | 10.2% | — |
| TRUIST FINANCIAL CORP | 76,608,536 | $1.7B | 4.8% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 59,440,029 | $1.4B | 3.7% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 52,278,440 | $1.2B | 3.3% | DOUBLED +104.8% |
| MORGAN STANLEY | 44,022,618 | $1.0B | 2.8% | ADD +26.1% |
| ASSETMARK, INC | 27,424,017 | $624.7M | 1.7% | — |
| TIAA Wealth Investment Management LLC | 26,647,476 | $609.4M | 1.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 25,520,521 | 52,278,440 | +104.8% | $1.2B |
| AMERIPRISE FINANCIAL INC | ADD | 7,903,192 | 10,613,855 | +34.3% | $242.9M |
| MML INVESTORS SERVICES, LLC | ADD | 6,218,729 | 7,996,194 | +28.6% | $182.2M |
| NORTHERN TRUST CORP | TRIM | 8,321,113 | 6,203,467 | -25.4% | $141.3M |
| Pathstone Holdings, LLC | DOUBLED | 160,083 | 5,489,508 | +3329.2% | $125.1M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | ADD | 3,370,370 | 4,902,127 | +45.4% | $111.7M |
| NewEdge Advisors, LLC | ADD | 2,838,987 | 3,692,267 | +30.1% | $84.1M |
| OSAIC HOLDINGS, INC. | ADD | 2,816,353 | 3,624,472 | +28.7% | $82.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | DOUBLED | 580,856 | 3,577,996 | +516.0% | $81.5M |
| Aptus Capital Advisors, LLC | DOUBLED | 4,762 | 3,246,145 | +68067.7% | $73.9M |