Inst. Holders
40 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 3,010,754 | $63.4M | 32.4% | ADD +26.4% |
| ENVESTNET ASSET MANAGEMENT INC | 1,341,776 | $28.3M | 14.4% | DOUBLED +217.6% |
| TRUIST FINANCIAL CORP | 1,243,278 | $26.2M | 13.4% | DOUBLED +207.8% |
| Kestra Advisory Services, LLC | 777,249 | $16.4M | 8.4% | — |
| Cetera Investment Advisers | 719,977 | $15.2M | 7.7% | ADD +30.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 607,096 | $12.8M | 6.5% | ADD +48.2% |
| OSAIC HOLDINGS, INC. | 429,350 | $9.0M | 4.6% | ADD +27.3% |
| Integrated Wealth Concepts LLC | 218,594 | $4.6M | 2.4% | ADD +96.3% |
| Sanctuary Advisors, LLC | 183,777 | $3.9M | 2.0% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 105,094 | $2.2M | 1.1% | TRIM -37.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LPL Financial LLC | ADD | 2,382,065 | 3,010,754 | +26.4% | $63.4M |
| Cetera Investment Advisers | ADD | 552,819 | 719,977 | +30.2% | $15.2M |
| Integrated Wealth Concepts LLC | ADD | 111,373 | 218,594 | +96.3% | $4.6M |
| HighTower Advisors, LLC | ADD | 73,457 | 101,376 | +38.0% | $2.1M |
| NewEdge Advisors, LLC | ADD | 40,390 | 76,743 | +90.0% | $1.6M |
| Orion Porfolio Solutions, LLC | ADD | 43,013 | 55,606 | +29.3% | $1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 22,821 | 43,073 | +88.7% | $907.1K |
| Mariner, LLC | TRIM | 69,359 | 28,757 | -58.5% | $605.6K |
| Pinnacle Financial Partners, Inc. | TRIM | 40,861 | 22,058 | -46.0% | $464.6K |
| Private Advisor Group, LLC | TRIM | 41,200 | 20,795 | -49.5% | $438.0K |