Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 17,606,618 | $890.9M | 16.7% | — |
| BlackRock, Inc. | 16,434,463 | $831.6M | 15.6% | — |
| JPMORGAN CHASE & CO | 9,880,177 | $500.0M | 9.4% | — |
| JONES FINANCIAL COMPANIES LLLP | 9,539,391 | $482.7M | 9.1% | ADD +73.0% |
| TIAA Wealth Investment Management LLC | 6,452,026 | $326.5M | 6.1% | — |
| BNP Paribas Asset Management Holding S.A. | 5,175,776 | $261.9M | 4.9% | — |
| LPL Financial LLC | 4,005,098 | $202.7M | 3.8% | TRIM -63.7% |
| BANK OF AMERICA CORP /DE/ | 3,985,088 | $201.6M | 3.8% | — |
| Jupiter Topco LLC | 2,995,885 | $151.6M | 2.8% | — |
| MATHER GROUP, LLC. | 2,549,605 | $129.0M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | ADD | 5,513,003 | 9,539,391 | +73.0% | $482.7M |
| LPL Financial LLC | TRIM | 11,025,231 | 4,005,098 | -63.7% | $202.7M |
| ENVESTNET ASSET MANAGEMENT INC | NEAR_EXIT | 26,435,427 | 2,062,205 | -92.2% | $104.3M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 1,128,239 | 1,436,013 | +27.3% | $72.7M |
| MORGAN STANLEY | TRIM | 3,679,041 | 972,564 | -73.6% | $49.2M |
| JANE STREET GROUP, LLC | NEW | — | 934,984 | — | $47.3M |
| NewEdge Advisors, LLC | TRIM | 1,021,525 | 685,777 | -32.9% | $34.7M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | ADD | 446,943 | 595,447 | +33.2% | $30.1M |
| Cetera Investment Advisers | NEAR_EXIT | 2,291,968 | 483,840 | -78.9% | $24.5M |
| Integrated Wealth Concepts LLC | DOUBLED | 238,543 | 483,238 | +102.6% | $24.5M |