Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 204,783,528 | $19.8B | 16.3% | — |
| JONES FINANCIAL COMPANIES LLLP | 113,501,860 | $10.8B | 9.0% | — |
| MORGAN STANLEY | 106,642,553 | $10.3B | 8.5% | — |
| WELLS FARGO & COMPANY/MN | 90,734,083 | $8.8B | 7.2% | — |
| UBS Group AG | 69,612,813 | $6.7B | 5.6% | DOUBLED +222.6% |
| ENVESTNET ASSET MANAGEMENT INC | 49,145,813 | $4.7B | 3.9% | ADD +45.8% |
| LPL Financial LLC | 47,763,542 | $4.6B | 3.8% | — |
| RAYMOND JAMES FINANCIAL INC | 46,049,336 | $4.4B | 3.7% | — |
| Bank of New York Mellon Corp | 38,647,342 | $3.7B | 3.1% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37,299,272 | $3.6B | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | TRIM | 16,514,199 | 12,139,091 | -26.5% | $1.2B |
| BROWN BROTHERS HARRIMAN & CO | DOUBLED | 4,269,609 | 10,822,791 | +153.5% | $1.0B |
| FIFTH THIRD BANCORP | ADD | 5,380,318 | 7,515,350 | +39.7% | $725.8M |
| Pathstone Holdings, LLC | DOUBLED | 546,728 | 5,376,316 | +883.4% | $519.2M |
| JANE STREET GROUP, LLC | ADD | 3,137,193 | 4,140,505 | +32.0% | $399.9M |
| Prime Capital Investment Advisors, LLC | DOUBLED | 637,728 | 2,770,947 | +334.5% | $267.6M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | NEW | — | 2,250,640 | — | $216.8M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 965,630 | 2,077,341 | +115.1% | $200.6M |
| Steward Partners Investment Advisory, LLC | TRIM | 2,895,269 | 1,496,403 | -48.3% | $144.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 1,772,968 | 1,224,963 | -30.9% | $118.3M |