Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NORTHERN TRUST CORP | 26,252,076 | $1.4B | 14.9% | — |
| EP Wealth Advisors, LLC | 13,710,330 | $718.6M | 7.8% | — |
| BlackRock, Inc. | 12,595,321 | $660.1M | 7.1% | — |
| AMERIPRISE FINANCIAL INC | 10,015,306 | $524.2M | 5.7% | — |
| MORGAN STANLEY | 8,818,356 | $462.2M | 5.0% | — |
| BANK OF AMERICA CORP /DE/ | 8,281,325 | $434.0M | 4.7% | — |
| ENVESTNET ASSET MANAGEMENT INC | 6,834,814 | $358.2M | 3.9% | — |
| GOLDMAN SACHS GROUP INC | 6,412,760 | $336.1M | 3.6% | — |
| CAPTRUST FINANCIAL ADVISORS | 6,086,054 | $319.0M | 3.5% | — |
| UBS Group AG | 5,508,239 | $288.7M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | ADD | 689,328 | 1,019,362 | +47.9% | $53.4M |
| Kestra Advisory Services, LLC | TRIM | 966,218 | 670,567 | -30.6% | $35.1M |
| LAZARD ASSET MANAGEMENT LLC | ADD | 447,444 | 571,644 | +27.8% | $30.0M |
| MERCER GLOBAL ADVISORS INC /ADV | DOUBLED | 228,104 | 513,282 | +125.0% | $26.9M |
| Integrated Wealth Concepts LLC | DOUBLED | 146,102 | 460,712 | +215.3% | $24.1M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | TRIM | 514,896 | 327,173 | -36.5% | $17.1M |
| DAVENPORT & Co LLC | ADD | 204,525 | 325,351 | +59.1% | $17.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 232,686 | 324,772 | +39.6% | $17.0M |
| AE Wealth Management LLC | TRIM | 453,296 | 316,308 | -30.2% | $16.6M |
| Legal & General Group Plc | NEW | — | 305,437 | — | $16.0M |