Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 180,011,754 | $8.3B | 24.7% | ADD +35.3% |
| JONES FINANCIAL COMPANIES LLLP | 87,505,839 | $4.1B | 12.0% | — |
| BlackRock, Inc. | 82,039,260 | $3.8B | 11.2% | — |
| LPL Financial LLC | 62,170,177 | $2.9B | 8.5% | ADD +31.5% |
| WELLS FARGO & COMPANY/MN | 50,463,381 | $2.3B | 6.9% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33,421,651 | $1.5B | 4.6% | — |
| MORGAN STANLEY | 31,037,509 | $1.4B | 4.3% | — |
| JPMORGAN CHASE & CO | 22,629,549 | $1.0B | 3.1% | ADD +26.4% |
| Mariner, LLC | 20,743,278 | $957.3M | 2.8% | — |
| Envestnet Portfolio Solutions, Inc. | 16,937,298 | $781.7M | 2.3% | ADD +35.1% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | ADD | 133,081,202 | 180,011,754 | +35.3% | $8.3B |
| LPL Financial LLC | ADD | 47,282,506 | 62,170,177 | +31.5% | $2.9B |
| JPMORGAN CHASE & CO | ADD | 17,909,534 | 22,629,549 | +26.4% | $1.0B |
| Envestnet Portfolio Solutions, Inc. | ADD | 12,537,350 | 16,937,298 | +35.1% | $781.7M |
| Bank of New York Mellon Corp | ADD | 10,974,170 | 14,380,566 | +31.0% | $663.7M |
| Cetera Investment Advisers | ADD | 10,043,013 | 13,337,519 | +32.8% | $615.5M |
| MML INVESTORS SERVICES, LLC | ADD | 7,265,228 | 11,405,773 | +57.0% | $526.4M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | ADD | 4,101,187 | 5,132,935 | +25.2% | $236.8M |
| BANK OF AMERICA CORP /DE/ | ADD | 2,522,974 | 4,586,006 | +81.8% | $211.6M |
| NewEdge Advisors, LLC | ADD | 3,087,463 | 4,110,503 | +33.1% | $189.7M |