Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 27,854,432 | $2.1B | 11.9% | — |
| MORGAN STANLEY | 22,991,594 | $1.7B | 9.8% | — |
| FMR LLC | 13,824,915 | $1.0B | 5.9% | TRIM -34.4% |
| WELLS FARGO & COMPANY/MN | 12,829,309 | $968.7M | 5.5% | — |
| UBS Group AG | 12,415,020 | $937.5M | 5.3% | ADD +70.8% |
| LPL Financial LLC | 10,952,646 | $827.0M | 4.7% | TRIM -25.9% |
| ENVESTNET ASSET MANAGEMENT INC | 8,801,039 | $664.6M | 3.8% | TRIM -53.4% |
| BlackRock, Inc. | 8,732,671 | $659.4M | 3.7% | — |
| CITIGROUP INC | 7,264,173 | $548.5M | 3.1% | — |
| ALLIANCEBERNSTEIN L.P. | 5,819,247 | $513.0M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | TRIM | 8,865,334 | 5,503,613 | -37.9% | $415.7M |
| TRUIST FINANCIAL CORP | TRIM | 5,217,656 | 2,939,343 | -43.7% | $221.9M |
| CITADEL ADVISORS LLC | ADD | 1,296,017 | 1,720,597 | +32.8% | $129.9M |
| Wealthspire Advisors, LLC | DOUBLED | 30,821 | 1,659,286 | +5283.6% | $125.3M |
| JANE STREET GROUP, LLC | DOUBLED | 372,589 | 1,126,052 | +202.2% | $85.0M |
| MAI Capital Management | ADD | 751,879 | 977,186 | +30.0% | $73.8M |
| Pictet Asset Management Holding SA | ADD | 527,920 | 899,141 | +70.3% | $67.9M |
| FIFTH THIRD BANCORP | ADD | 380,997 | 495,989 | +30.2% | $37.5M |
| Pathstone Holdings, LLC | DOUBLED | 139,709 | 380,803 | +172.6% | $28.8M |
| Equitable Holdings, Inc. | TRIM | 690,721 | 371,845 | -46.2% | $28.1M |