Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 85,943,202 | $14.1B | 33.3% | — |
| WELLS FARGO & COMPANY/MN | 66,599,281 | $10.9B | 25.8% | — |
| Wealthfront Advisers LLC | 14,987,349 | $2.5B | 5.8% | — |
| MORGAN STANLEY | 10,164,560 | $1.7B | 3.9% | — |
| ALLIANCEBERNSTEIN L.P. | 11,218,914 | $1.6B | 3.8% | — |
| Focus Partners Wealth | 8,536,010 | $1.4B | 3.3% | ADD +27.7% |
| BANK OF AMERICA CORP /DE/ | 6,547,081 | $1.1B | 2.5% | — |
| LPL Financial LLC | 6,546,183 | $1.1B | 2.5% | — |
| Focus Partners Advisor Solutions, LLC | 5,859,022 | $962.4M | 2.3% | — |
| ENVESTNET ASSET MANAGEMENT INC | 4,177,729 | $686.3M | 1.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Focus Partners Wealth | ADD | 6,686,069 | 8,536,010 | +27.7% | $1.4B |
| JONES FINANCIAL COMPANIES LLLP | ADD | 990,403 | 1,879,380 | +89.8% | $302.3M |
| Wealthspire Advisors, LLC | DOUBLED | 94,090 | 515,328 | +447.7% | $84.7M |
| Private Advisor Group, LLC | ADD | 304,077 | 395,834 | +30.2% | $65.0M |
| Empowered Funds, LLC | NEW | — | 352,671 | — | $57.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | 192,043 | 313,157 | +63.1% | $51.4M |
| GOLDMAN SACHS GROUP INC | TRIM | 412,884 | 275,746 | -33.2% | $45.3M |
| Arax Advisory Partners | DOUBLED | 45,805 | 258,065 | +463.4% | $42.4M |
| CIBC WORLD MARKET INC. | DOUBLED | 49,701 | 216,626 | +335.9% | $35.6M |
| Gotham Asset Management, LLC | ADD | 130,604 | 181,400 | +38.9% | $29.8M |