Inst. Holders
17 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Focus Partners Wealth | 4,004,109 | $201.6M | 90.7% | NEW |
| BANK OF AMERICA CORP /DE/ | 100,885 | $5.1M | 2.3% | DOUBLED +840.7% |
| OSAIC HOLDINGS, INC. | 79,161 | $4.0M | 1.8% | ADD +36.6% |
| JANE STREET GROUP, LLC | 71,452 | $3.6M | 1.6% | TRIM -42.8% |
| NewEdge Advisors, LLC | 32,147 | $1.6M | 0.7% | — |
| Quantinno Capital Management LP | 28,398 | $1.4M | 0.6% | ADD +67.3% |
| RAYMOND JAMES FINANCIAL INC | 21,064 | $1.1M | 0.5% | — |
| Creative Planning | 20,332 | $1.0M | 0.5% | — |
| ROYAL BANK OF CANADA | 19,520 | $983.0K | 0.4% | — |
| MERCER GLOBAL ADVISORS INC /ADV | 14,930 | $751.7K | 0.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Focus Partners Wealth | NEW | — | 4,004,109 | — | $201.6M |
| JANE STREET GROUP, LLC | TRIM | 124,877 | 71,452 | -42.8% | $3.6M |
| Quantinno Capital Management LP | ADD | 16,979 | 28,398 | +67.3% | $1.4M |
| CAPTRUST FINANCIAL ADVISORS | ADD | 8,812 | 11,031 | +25.2% | $555.4K |
| JPMORGAN CHASE & CO | TRIM | 1,618 | 531 | -67.2% | $26.7K |
| JANE STREET GROUP, LLC | DOUBLED | 50,234 | 124,877 | +148.6% | $6.0M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 10,243 | 96,356 | +840.7% | $4.6M |
| OSAIC HOLDINGS, INC. | ADD | 58,089 | 79,323 | +36.6% | $3.8M |
| UBS Group AG | DOUBLED | 5,000 | 30,000 | +500.0% | $1.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 10,991 | 5,470 | -50.2% | $265.1K |