Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 59,026,522 | $2.9B | 34.6% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 17,152,533 | $849.9M | 10.1% | — |
| ENVESTNET ASSET MANAGEMENT INC | 14,377,913 | $712.4M | 8.4% | — |
| AMERIPRISE FINANCIAL INC | 11,077,862 | $549.0M | 6.5% | DOUBLED +193.5% |
| BANK OF AMERICA CORP /DE/ | 7,526,589 | $372.9M | 4.4% | TRIM -70.5% |
| Cerity Partners LLC | 6,252,224 | $309.8M | 3.7% | — |
| MORGAN STANLEY | 6,172,336 | $305.8M | 3.6% | — |
| Cetera Investment Advisers | 4,713,571 | $233.6M | 2.8% | — |
| LPL Financial LLC | 4,314,368 | $213.8M | 2.5% | — |
| UBS Group AG | 4,130,838 | $204.7M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | DOUBLED | 3,774,976 | 11,077,862 | +193.5% | $549.0M |
| TIAA Wealth Investment Management LLC | NEW | — | 2,164,505 | — | $106.7M |
| Haverford Trust Co | ADD | 866,151 | 1,095,233 | +26.4% | $54.3M |
| Quantinno Capital Management LP | ADD | 75,812 | 130,092 | +71.6% | $6.4M |
| HB Wealth Management, LLC | DOUBLED | 26,245 | 108,416 | +313.1% | $5.4M |
| Creative Planning | ADD | 82,174 | 103,239 | +25.6% | $5.1M |
| Arax Advisory Partners | DOUBLED | 17,617 | 73,643 | +318.0% | $3.6M |
| EP Wealth Advisors, LLC | DOUBLED | 14,797 | 66,559 | +349.8% | $3.3M |
| IEQ CAPITAL, LLC | ADD | 45,791 | 60,750 | +32.7% | $3.0M |
| Integrated Wealth Concepts LLC | ADD | 32,902 | 54,496 | +65.6% | $2.7M |