Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 50,663,703 | $1.4B | 39.1% | NEW |
| LPL Financial LLC | 21,732,229 | $609.6M | 16.8% | NEW |
| JPMORGAN CHASE & CO | 10,676,181 | $300.1M | 8.3% | NEW |
| MORGAN STANLEY | 5,509,230 | $154.5M | 4.3% | DOUBLED +14566.6% |
| Envestnet Portfolio Solutions, Inc. | 5,023,371 | $140.9M | 3.9% | NEW |
| MML INVESTORS SERVICES, LLC | 3,583,114 | $100.5M | 2.8% | NEW |
| Cetera Investment Advisers | 3,489,256 | $97.9M | 2.7% | NEW |
| Bank of New York Mellon Corp | 3,176,236 | $89.1M | 2.5% | NEW |
| BlackRock, Inc. | 2,961,952 | $83.1M | 2.3% | NEW |
| OneDigital Investment Advisors LLC | 2,408,810 | $67.6M | 1.9% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | NEW | — | 50,663,703 | — | $1.4B |
| LPL Financial LLC | NEW | — | 21,732,229 | — | $609.6M |
| JPMORGAN CHASE & CO | NEW | — | 10,676,181 | — | $300.1M |
| MORGAN STANLEY | DOUBLED | 37,563 | 5,509,230 | +14566.6% | $154.5M |
| Envestnet Portfolio Solutions, Inc. | NEW | — | 5,023,371 | — | $140.9M |
| MML INVESTORS SERVICES, LLC | NEW | — | 3,583,114 | — | $100.5M |
| Cetera Investment Advisers | NEW | — | 3,489,256 | — | $97.9M |
| Bank of New York Mellon Corp | NEW | — | 3,176,236 | — | $89.1M |
| OneDigital Investment Advisors LLC | NEW | — | 2,408,810 | — | $67.6M |
| Sanctuary Advisors, LLC | NEW | — | 2,241,899 | — | $62.9M |