Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC | 1,545,194 | $139.8M | 14.6% | TRIM -29.1% |
| GOLDMAN SACHS GROUP INC | 1,387,734 | $125.5M | 13.1% | ADD +34.3% |
| JPMORGAN CHASE & CO | 1,224,738 | $110.9M | 11.6% | ADD +35.1% |
| ENVESTNET ASSET MANAGEMENT INC | 1,222,231 | $110.6M | 11.5% | — |
| MORGAN STANLEY | 1,088,602 | $98.5M | 10.3% | — |
| BANK OF AMERICA CORP /DE/ | 479,885 | $43.4M | 4.5% | — |
| RAYMOND JAMES FINANCIAL INC | 461,178 | $41.7M | 4.4% | — |
| LPL Financial LLC | 448,681 | $40.6M | 4.2% | — |
| ROYAL BANK OF CANADA | 436,095 | $39.5M | 4.1% | — |
| WELLS FARGO & COMPANY/MN | 344,920 | $31.2M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | TRIM | 2,179,071 | 1,545,194 | -29.1% | $139.8M |
| GOLDMAN SACHS GROUP INC | ADD | 1,033,322 | 1,387,734 | +34.3% | $125.5M |
| AMERIPRISE FINANCIAL INC | TRIM | 199,385 | 145,844 | -26.9% | $13.3M |
| Private Advisor Group, LLC | TRIM | 208,916 | 133,068 | -36.3% | $12.0M |
| MML INVESTORS SERVICES, LLC | NEAR_EXIT | 224,825 | 26,741 | -88.1% | $2.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 19,023 | 24,320 | +27.8% | $2.2M |
| BLAIR WILLIAM & CO/IL | DOUBLED | 2,282 | 18,973 | +731.4% | $1.7M |
| Cresset Asset Management, LLC | TRIM | 9,134 | 6,444 | -29.5% | $583.0K |
| Point72 Asset Management, L.P. | ADD | 4,580 | 6,016 | +31.4% | $544.3K |
| Arax Advisory Partners | DOUBLED | 1,830 | 4,899 | +167.7% | $443.2K |