Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 1,257,846 | $147.2M | 12.5% | — |
| MORGAN STANLEY | 1,109,788 | $129.9M | 11.0% | — |
| ENVESTNET ASSET MANAGEMENT INC | 1,021,655 | $119.6M | 10.1% | ADD +71.0% |
| WELLS FARGO & COMPANY/MN | 724,901 | $84.8M | 7.2% | — |
| Cetera Investment Advisers | 695,126 | $81.3M | 6.9% | — |
| AMERIPRISE FINANCIAL INC | 674,386 | $78.9M | 6.7% | ADD +97.0% |
| JPMORGAN CHASE & CO | 454,141 | $52.3M | 4.4% | — |
| BANK OF AMERICA CORP /DE/ | 415,107 | $48.6M | 4.1% | — |
| Wealthspire Advisors, LLC | 395,293 | $46.3M | 3.9% | DOUBLED +8432.1% |
| RAYMOND JAMES FINANCIAL INC | 372,366 | $43.6M | 3.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | ADD | 597,556 | 1,021,655 | +71.0% | $119.6M |
| AMERIPRISE FINANCIAL INC | ADD | 342,334 | 674,386 | +97.0% | $78.9M |
| Wealthspire Advisors, LLC | DOUBLED | 4,633 | 395,293 | +8432.1% | $46.3M |
| Bank of New York Mellon Corp | ADD | 71,239 | 99,920 | +40.3% | $11.7M |
| Private Advisor Group, LLC | DOUBLED | 29,725 | 87,636 | +194.8% | $10.3M |
| Mariner, LLC | TRIM | 142,348 | 77,535 | -45.5% | $9.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | TRIM | 91,999 | 59,976 | -34.8% | $7.0M |
| ASSETMARK, INC | ADD | 24,936 | 33,913 | +36.0% | $4.0M |
| Atria Investments, Inc | ADD | 8,056 | 13,614 | +69.0% | $1.6M |
| Envestnet Portfolio Solutions, Inc. | DOUBLED | 6,191 | 13,177 | +112.8% | $1.5M |