Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 7,365,748 | $865.5M | 14.4% | — |
| WELLS FARGO & COMPANY/MN | 5,894,027 | $692.5M | 11.5% | — |
| FMR LLC | 4,492,033 | $527.8M | 8.8% | — |
| BANK OF AMERICA CORP /DE/ | 3,677,630 | $432.1M | 7.2% | — |
| GOLDMAN SACHS GROUP INC | 2,139,491 | $251.4M | 4.2% | — |
| ENVESTNET ASSET MANAGEMENT INC | 2,065,287 | $242.7M | 4.0% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 2,012,805 | $236.5M | 3.9% | — |
| UBS Group AG | 1,907,313 | $224.1M | 3.7% | — |
| RAYMOND JAMES FINANCIAL INC | 1,520,276 | $178.6M | 3.0% | — |
| LPL Financial LLC | 1,476,497 | $173.5M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | ADD | 306,286 | 407,266 | +33.0% | $47.9M |
| Cetera Investment Advisers | ADD | 231,726 | 350,476 | +51.2% | $41.2M |
| Arax Advisory Partners | ADD | 177,634 | 257,702 | +45.1% | $30.3M |
| OSAIC HOLDINGS, INC. | ADD | 162,900 | 217,369 | +33.4% | $25.5M |
| Concurrent Investment Advisors, LLC | DOUBLED | 26,452 | 170,893 | +546.0% | $20.1M |
| Vestmark Advisory Solutions, Inc. | DOUBLED | 17,619 | 152,013 | +762.8% | $17.9M |
| Pathstone Holdings, LLC | DOUBLED | 33,008 | 107,855 | +226.8% | $12.7M |
| NewEdge Advisors, LLC | DOUBLED | 17,553 | 105,618 | +501.7% | $12.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 161,035 | 44,788 | -72.2% | $5.3M |
| Equitable Holdings, Inc. | NEAR_EXIT | 143,448 | 30,016 | -79.1% | $3.5M |