Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 69,309,525 | $3.7B | 36.1% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15,069,486 | $801.2M | 7.9% | — |
| NORTHERN TRUST CORP | 13,057,366 | $694.3M | 6.8% | — |
| ENVESTNET ASSET MANAGEMENT INC | 8,875,957 | $471.9M | 4.6% | ADD +36.7% |
| ASSETMARK, INC | 7,886,379 | $419.3M | 4.1% | — |
| BANK OF AMERICA CORP /DE/ | 6,417,105 | $341.2M | 3.3% | — |
| MORGAN STANLEY | 6,315,414 | $335.8M | 3.3% | — |
| WELLS FARGO & COMPANY/MN | 5,223,434 | $277.7M | 2.7% | — |
| UBS Group AG | 4,139,507 | $220.1M | 2.2% | — |
| LPL Financial LLC | 4,086,840 | $217.3M | 2.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 1,611,396 | 2,817,095 | +74.8% | $149.8M |
| Focus Partners Wealth | ADD | 1,637,526 | 2,476,291 | +51.2% | $131.7M |
| FMR LLC | TRIM | 3,251,621 | 2,236,586 | -31.2% | $118.9M |
| MERCER GLOBAL ADVISORS INC /ADV | DOUBLED | 36,789 | 1,802,788 | +4800.3% | $95.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 235,392 | 395,799 | +68.1% | $51.7M |
| Kestra Advisory Services, LLC | DOUBLED | 127,763 | 750,041 | +487.1% | $39.9M |
| Legal & General Group Plc | TRIM | 2,234,173 | 635,860 | -71.5% | $33.9M |
| OSAIC HOLDINGS, INC. | ADD | 419,033 | 573,606 | +36.9% | $30.5M |
| BANK OF MONTREAL /CAN/ | TRIM | 745,628 | 552,689 | -25.9% | $29.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 75,315 | 467,698 | +521.0% | $24.9M |