Inst. Holders
15 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 445,233 | $18.7M | 43.2% | ADD +88.4% |
| NewEdge Advisors, LLC | 265,483 | $11.1M | 25.8% | DOUBLED +110.5% |
| ENVESTNET ASSET MANAGEMENT INC | 197,544 | $8.3M | 19.2% | ADD +32.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36,057 | $1.5M | 3.5% | ADD +55.0% |
| Orion Porfolio Solutions, LLC | 20,769 | $871.1K | 2.0% | NEAR_EXIT -98.1% |
| JANE STREET GROUP, LLC | 13,894 | $582.7K | 1.3% | ADD +67.7% |
| Atria Investments, Inc | 11,273 | $472.8K | 1.1% | TRIM -39.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,823 | $412.0K | 1.0% | TRIM -36.8% |
| RAYMOND JAMES FINANCIAL INC | 9,423 | $395.2K | 0.9% | — |
| TRUIST FINANCIAL CORP | 9,139 | $383.3K | 0.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | NEAR_EXIT | 1,077,594 | 20,769 | -98.1% | $871.1K |
| JANE STREET GROUP, LLC | ADD | 8,287 | 13,894 | +67.7% | $582.7K |
| Atria Investments, Inc | TRIM | 18,692 | 11,273 | -39.7% | $472.8K |
| OSAIC HOLDINGS, INC. | TRIM | 9,904 | 3,605 | -63.6% | $151.2K |
| Orion Porfolio Solutions, LLC | TRIM | 2,257,598 | 1,077,594 | -52.3% | $37.9M |
| NewEdge Advisors, LLC | DOUBLED | 111,014 | 233,646 | +110.5% | $8.2M |
| Atria Investments, Inc | TRIM | 26,179 | 18,692 | -28.6% | $657.8K |
| OSAIC HOLDINGS, INC. | DOUBLED | 1,833 | 9,904 | +440.3% | $348.5K |
| CWM, LLC | ADD | 1,400 | 2,000 | +42.9% | $70.4K |
| OSAIC HOLDINGS, INC. | ADD | 1,411 | 1,833 | +29.9% | $70.7K |