Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 53,516,596 | $10.1B | 47.1% | — |
| MORGAN STANLEY | 14,645,320 | $2.8B | 12.9% | — |
| LPL Financial LLC | 14,626,998 | $2.8B | 12.9% | — |
| JONES FINANCIAL COMPANIES LLLP | 6,829,303 | $1.2B | 5.8% | — |
| ENVESTNET ASSET MANAGEMENT INC | 3,166,362 | $595.5M | 2.8% | — |
| Merit Financial Group, LLC | 2,092,449 | $393.6M | 1.8% | — |
| JPMORGAN CHASE & CO | 1,533,948 | $284.7M | 1.3% | — |
| RAYMOND JAMES FINANCIAL INC | 1,476,303 | $277.7M | 1.3% | — |
| HighTower Advisors, LLC | 1,465,956 | $275.7M | 1.3% | DOUBLED +215.2% |
| UBS Group AG | 1,307,346 | $245.9M | 1.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | DOUBLED | 465,118 | 1,465,956 | +215.2% | $275.7M |
| Gotham Asset Management, LLC | ADD | 135,676 | 243,786 | +79.7% | $45.9M |
| WESTWOOD HOLDINGS GROUP INC | DOUBLED | 38,498 | 214,791 | +457.9% | $40.4M |
| Integrated Wealth Concepts LLC | ADD | 132,142 | 170,157 | +28.8% | $32.0M |
| Allianz Asset Management GmbH | DOUBLED | 67,779 | 145,904 | +115.3% | $27.4M |
| NORTHERN TRUST CORP | DOUBLED | 18,845 | 76,340 | +305.1% | $14.4M |
| &PARTNERS | ADD | 53,248 | 70,807 | +33.0% | $13.3M |
| Mariner, LLC | TRIM | 68,079 | 48,727 | -28.4% | $9.2M |
| MAI Capital Management | DOUBLED | 6,348 | 27,123 | +327.3% | $5.1M |
| CIBC Bancorp USA Inc. | ADD | 19,749 | 27,171 | +37.6% | $4.9M |