Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 274,117,987 | $26.2B | 65.3% | — |
| ALLIANCEBERNSTEIN L.P. | 25,793,599 | $2.2B | 5.6% | — |
| ENVESTNET ASSET MANAGEMENT INC | 12,009,882 | $1.1B | 2.9% | — |
| US BANCORP \DE\ | 11,650,196 | $1.1B | 2.8% | — |
| CAPTRUST FINANCIAL ADVISORS | 10,690,453 | $1.0B | 2.5% | — |
| MORGAN STANLEY | 9,990,270 | $953.5M | 2.4% | ADD +33.8% |
| BANK OF AMERICA CORP /DE/ | 8,096,593 | $772.7M | 1.9% | — |
| D.A. DAVIDSON & CO. | 7,913,764 | $755.3M | 1.9% | — |
| Focus Partners Wealth | 6,980,418 | $666.2M | 1.7% | — |
| Sequoia Financial Advisors, LLC | 6,296,845 | $601.0M | 1.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | DOUBLED | 24,152 | 5,389,360 | +22214.3% | $514.4M |
| Steward Partners Investment Advisory, LLC | ADD | 432,583 | 594,031 | +37.3% | $56.7M |
| FACTORY MUTUAL INSURANCE CO | NEW | — | 524,000 | — | $50.0M |
| Waverly Advisors, LLC | ADD | 368,630 | 518,215 | +40.6% | $49.5M |
| MERCER GLOBAL ADVISORS INC /ADV | DOUBLED | 71,098 | 449,280 | +531.9% | $42.9M |
| Mirae Asset Global Investments Co., Ltd. | NEW | — | 258,912 | — | $24.7M |
| GOLDMAN SACHS GROUP INC | TRIM | 284,682 | 166,979 | -41.3% | $15.9M |
| Rockefeller Capital Management L.P. | ADD | 128,885 | 163,548 | +26.9% | $15.6M |
| Equitable Holdings, Inc. | ADD | 94,715 | 121,021 | +27.8% | $11.6M |
| CITIGROUP INC | DOUBLED | 2,818 | 115,377 | +3994.3% | $11.0M |