Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 51,849,271 | $4.6B | 23.4% | — |
| BlackRock, Inc. | 27,205,486 | $2.4B | 12.3% | — |
| Creative Planning | 18,754,418 | $1.7B | 8.5% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 18,680,588 | $1.7B | 8.4% | ADD +38.6% |
| MORGAN STANLEY | 14,125,260 | $1.3B | 6.4% | — |
| SEI INVESTMENTS CO | 12,986,639 | $1.2B | 5.9% | — |
| AMERIPRISE FINANCIAL INC | 12,759,885 | $1.1B | 5.8% | ADD +57.5% |
| Cerity Partners LLC | 6,375,948 | $567.5M | 2.9% | ADD +57.0% |
| ENVESTNET ASSET MANAGEMENT INC | 5,733,645 | $510.4M | 2.6% | ADD +32.6% |
| CITIGROUP INC | 4,999,266 | $445.0M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | TRIM | 3,053,125 | 1,648,519 | -46.0% | $146.7M |
| GLENMEDE TRUST CO NA | DOUBLED | 6,839 | 1,604,510 | +23361.2% | $142.8M |
| JANE STREET GROUP, LLC | NEW | — | 1,502,478 | — | $133.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | TRIM | 1,166,486 | 830,678 | -28.8% | $73.9M |
| Sanctuary Advisors, LLC | ADD | 164,761 | 285,883 | +73.5% | $25.4M |
| Merit Financial Group, LLC | ADD | 129,669 | 162,670 | +25.5% | $14.5M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | DOUBLED | 39,041 | 95,404 | +144.4% | $8.5M |
| NewEdge Advisors, LLC | ADD | 67,088 | 94,723 | +41.2% | $8.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 135,942 | 80,503 | -40.8% | $7.2M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 19,721 | 80,004 | +305.7% | $7.1M |