Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 6,837,082 | $342.9M | 19.0% | — |
| MORGAN STANLEY | 6,114,134 | $306.6M | 17.0% | — |
| WELLS FARGO & COMPANY/MN | 4,193,323 | $210.3M | 11.7% | — |
| BANK OF AMERICA CORP /DE/ | 3,852,232 | $193.2M | 10.7% | ADD +33.1% |
| UBS Group AG | 2,110,809 | $105.9M | 5.9% | — |
| Bramshill Investments, LLC | 1,988,756 | $99.7M | 5.5% | DOUBLED +144.6% |
| Cetera Investment Advisers | 1,608,588 | $80.7M | 4.5% | — |
| RAYMOND JAMES FINANCIAL INC | 1,397,820 | $70.1M | 3.9% | — |
| ENVESTNET ASSET MANAGEMENT INC | 903,256 | $45.3M | 2.5% | ADD +42.1% |
| OSAIC HOLDINGS, INC. | 787,732 | $39.5M | 2.2% | TRIM -32.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 2,893,767 | 3,852,232 | +33.1% | $193.2M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 635,684 | 903,256 | +42.1% | $45.3M |
| OSAIC HOLDINGS, INC. | TRIM | 1,170,470 | 787,732 | -32.7% | $39.5M |
| ROYAL BANK OF CANADA | ADD | 529,112 | 682,087 | +28.9% | $34.2M |
| AE Wealth Management LLC | DOUBLED | 1,833 | 495,000 | +26904.9% | $24.8M |
| Arax Advisory Partners | ADD | 332,046 | 473,790 | +42.7% | $23.8M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 188,125 | 306,638 | +63.0% | $15.4M |
| Kestra Advisory Services, LLC | ADD | 137,792 | 275,130 | +99.7% | $13.8M |
| Creative Planning | ADD | 137,217 | 230,688 | +68.1% | $11.6M |
| Private Advisor Group, LLC | TRIM | 286,177 | 200,903 | -29.8% | $10.1M |