Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 132,841,270 | $10.2B | 14.7% | — |
| BANK OF AMERICA CORP /DE/ | 67,302,599 | $5.2B | 7.4% | — |
| Bank of New York Mellon Corp | 60,496,272 | $4.7B | 6.7% | — |
| WELLS FARGO & COMPANY/MN | 57,005,004 | $4.4B | 6.3% | — |
| FMR LLC | 54,843,180 | $4.2B | 6.1% | — |
| GOLDMAN SACHS GROUP INC | 43,362,888 | $3.3B | 4.8% | — |
| MORGAN STANLEY | 41,144,289 | $3.2B | 4.5% | — |
| RAYMOND JAMES FINANCIAL INC | 39,064,190 | $3.0B | 4.3% | — |
| ENVESTNET ASSET MANAGEMENT INC | 37,195,080 | $2.9B | 4.1% | — |
| BlackRock, Inc. | 29,075,313 | $2.2B | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION/OH | ADD | 9,151,043 | 11,644,753 | +27.3% | $897.9M |
| Starboard Value LP | ADD | 5,830,656 | 8,877,781 | +52.3% | $684.6M |
| Corient Private Wealth LP | ADD | 4,920,135 | 6,152,749 | +25.1% | $474.4M |
| BROWN BROTHERS HARRIMAN & CO | DOUBLED | 294,992 | 1,775,176 | +501.8% | $136.9M |
| Kestra Advisory Services, LLC | ADD | 943,599 | 1,486,092 | +57.5% | $114.6M |
| Steward Partners Investment Advisory, LLC | TRIM | 3,052,163 | 1,385,892 | -54.6% | $106.9M |
| CIBC Bancorp USA Inc. | ADD | 730,471 | 997,258 | +36.5% | $76.9M |
| Integrated Wealth Concepts LLC | ADD | 522,303 | 966,420 | +85.0% | $74.5M |
| Prime Capital Investment Advisors, LLC | DOUBLED | 155,506 | 945,484 | +508.0% | $72.9M |
| Concurrent Investment Advisors, LLC | ADD | 538,822 | 825,602 | +53.2% | $63.7M |