Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4,777,201 | $1.4B | 16.6% | — |
| Envestnet Portfolio Solutions, Inc. | 3,635,042 | $1.1B | 12.7% | — |
| AMERIPRISE FINANCIAL INC | 3,526,143 | $1.0B | 12.3% | — |
| BANK OF AMERICA CORP /DE/ | 3,371,795 | $979.9M | 11.7% | ADD +58.6% |
| LPL Financial LLC | 2,348,860 | $682.6M | 8.2% | — |
| MORGAN STANLEY | 1,353,744 | $393.4M | 4.7% | — |
| Mariner, LLC | 992,209 | $288.4M | 3.5% | TRIM -28.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | 828,066 | $240.7M | 2.9% | — |
| WELLS FARGO & COMPANY/MN | 773,855 | $224.9M | 2.7% | — |
| AE Wealth Management LLC | 684,496 | $198.9M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Mariner, LLC | TRIM | 1,393,999 | 992,209 | -28.8% | $288.4M |
| DAVENPORT & Co LLC | ADD | 221,899 | 310,652 | +40.0% | $90.3M |
| Kestra Advisory Services, LLC | DOUBLED | 100,503 | 239,884 | +138.7% | $69.7M |
| Private Advisor Group, LLC | DOUBLED | 50,738 | 152,777 | +201.1% | $44.4M |
| PRINCIPAL FINANCIAL GROUP INC | DOUBLED | 23,384 | 118,149 | +405.3% | $34.3M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 18,433 | 67,480 | +266.1% | $19.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | NEW | — | 36,483 | — | $10.6M |
| Farther Finance Advisors, LLC | ADD | 13,378 | 20,757 | +55.2% | $6.0M |
| Concurrent Investment Advisors, LLC | DOUBLED | 1,604 | 18,076 | +1026.9% | $5.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 25,066 | 15,097 | -39.8% | $4.4M |