Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 2,045,932 | $266.8M | 19.9% | — |
| BANK OF AMERICA CORP /DE/ | 1,385,207 | $180.6M | 13.5% | — |
| MORGAN STANLEY | 964,765 | $125.8M | 9.4% | — |
| UBS Group AG | 821,464 | $107.1M | 8.0% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 716,227 | $93.4M | 7.0% | NEAR_EXIT -96.4% |
| RAYMOND JAMES FINANCIAL INC | 374,873 | $48.9M | 3.6% | — |
| LPL Financial LLC | 329,634 | $43.0M | 3.2% | — |
| WELLS FARGO & COMPANY/MN | 309,484 | $40.4M | 3.0% | — |
| Savant Capital, LLC | 308,501 | $37.6M | 2.8% | TRIM -35.7% |
| AMERIPRISE FINANCIAL INC | 281,849 | $36.7M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Cetera Investment Advisers | ADD | 116,460 | 225,150 | +93.3% | $29.4M |
| MONETA GROUP INVESTMENT ADVISORS LLC | ADD | 158,553 | 216,259 | +36.4% | $28.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 126,886 | 87,607 | -31.0% | $11.4M |
| BLAIR WILLIAM & CO/IL | ADD | 19,674 | 38,715 | +96.8% | $5.0M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 20,094 | 29,872 | +48.7% | $3.9M |
| Bank of New York Mellon Corp | ADD | 13,283 | 21,552 | +62.3% | $2.8M |
| Pinnacle Financial Partners, Inc. | ADD | 12,678 | 16,962 | +33.8% | $2.2M |
| Corient Private Wealth LP | ADD | 11,188 | 14,754 | +31.9% | $1.9M |
| MAI Capital Management | DOUBLED | 495 | 8,907 | +1699.4% | $1.2M |
| RWA WEALTH PARTNERS, LLC | TRIM | 12,252 | 8,677 | -29.2% | $1.1M |