Inst. Holders
22 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Russell Investments Group, Ltd. | 0 | $0.00 | 0.0% | — |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2,548,011 | $119.2M | 69.8% | NEW |
| Bank Julius Baer & Co. Ltd, Zurich | 373,321 | $17.5M | 10.2% | ADD +30.2% |
| MORGAN STANLEY | 287,231 | $13.4M | 7.9% | TRIM -34.6% |
| VICTORY CAPITAL MANAGEMENT INC | 196,500 | $9.2M | 5.4% | TRIM -40.3% |
| LPL Financial LLC | 59,696 | $2.8M | 1.6% | ADD +35.4% |
| STIFEL FINANCIAL CORP | 41,472 | $1.9M | 1.1% | NEAR_EXIT -96.5% |
| BANK OF AMERICA CORP /DE/ | 34,963 | $1.6M | 1.0% | ADD +77.0% |
| Focus Partners Advisor Solutions, LLC | 30,316 | $1.4M | 0.8% | TRIM -38.3% |
| JANE STREET GROUP, LLC | 21,902 | $1.0M | 0.6% | TRIM -37.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | NEAR_EXIT | 1,189,341 | 41,472 | -96.5% | $1.9M |
| BENJAMIN EDWARDS INC | NEAR_EXIT | 791,180 | 12,855 | -98.4% | $601.2K |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 28,685 | 11,755 | -59.0% | $549.8K |
| OSAIC HOLDINGS, INC. | ADD | 4,014 | 5,290 | +31.8% | $247.5K |
| ROYAL BANK OF CANADA | NEAR_EXIT | 1,454 | 191 | -86.9% | $9.0K |
| BENJAMIN EDWARDS INC | TRIM | 1,081,255 | 791,180 | -26.8% | $36.8M |
| MORGAN STANLEY | TRIM | 439,046 | 287,231 | -34.6% | $13.4M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 329,000 | 196,500 | -40.3% | $9.1M |
| LPL Financial LLC | ADD | 48,600 | 65,804 | +35.4% | $3.1M |
| BANK OF AMERICA CORP /DE/ | ADD | 19,713 | 34,887 | +77.0% | $1.6M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Chuck Fleischmann | R | HOUSE | SELL | $15,001 - $50,000 | ISHARES BB RAT CORP BOND ETF | May 13, 2026(16d) |