Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 87,142,505 | $9.6B | 55.3% | — |
| LPL Financial LLC | 17,438,274 | $1.9B | 11.1% | — |
| MORGAN STANLEY | 9,794,840 | $1.1B | 6.2% | — |
| JONES FINANCIAL COMPANIES LLLP | 8,102,785 | $889.9M | 5.1% | — |
| ENVESTNET ASSET MANAGEMENT INC | 7,575,951 | $834.5M | 4.8% | — |
| Merit Financial Group, LLC | 2,976,786 | $327.9M | 1.9% | — |
| JPMORGAN CHASE & CO | 1,917,456 | $211.3M | 1.2% | — |
| RAYMOND JAMES FINANCIAL INC | 1,655,527 | $182.4M | 1.0% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,601,375 | $176.4M | 1.0% | ADD +49.0% |
| ROYAL BANK OF CANADA | 1,576,412 | $173.6M | 1.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | TRIM | 1,183,894 | 851,253 | -28.1% | $93.8M |
| Arax Advisory Partners | DOUBLED | 6,132 | 450,235 | +7242.4% | $49.6M |
| Gotham Asset Management, LLC | ADD | 240,968 | 398,466 | +65.4% | $43.9M |
| MERCER GLOBAL ADVISORS INC /ADV | DOUBLED | 79,237 | 249,449 | +214.8% | $27.5M |
| Vestmark Advisory Solutions, Inc. | DOUBLED | 77,615 | 192,811 | +148.4% | $21.2M |
| BRANDES INVESTMENT PARTNERS, LP | NEW | — | 153,901 | — | $17.0M |
| CIBC Bancorp USA Inc. | ADD | 68,355 | 96,387 | +41.0% | $10.6M |
| Focus Partners Advisor Solutions, LLC | DOUBLED | 31,433 | 72,992 | +132.2% | $8.0M |
| BlackRock, Inc. | TRIM | 44,292 | 27,058 | -38.9% | $3.0M |
| Quantinno Capital Management LP | ADD | 13,743 | 20,668 | +50.4% | $2.3M |