Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 4,965,507 | $1.3B | 15.2% | — |
| BANK OF AMERICA CORP /DE/ | 3,434,260 | $866.2M | 10.5% | — |
| LPL Financial LLC | 3,035,854 | $765.7M | 9.3% | — |
| UBS Group AG | 1,727,967 | $435.8M | 5.3% | — |
| WELLS FARGO & COMPANY/MN | 1,482,795 | $374.0M | 4.5% | — |
| RAYMOND JAMES FINANCIAL INC | 1,435,567 | $362.1M | 4.4% | — |
| ENVESTNET ASSET MANAGEMENT INC | 1,352,659 | $341.2M | 4.1% | TRIM -34.7% |
| JPMORGAN CHASE & CO | 1,337,767 | $329.4M | 4.0% | TRIM -63.8% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,261,481 | $310.6M | 3.8% | DOUBLED +1513.7% |
| ROYAL BANK OF CANADA | 922,417 | $232.7M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | DOUBLED | 78,173 | 1,261,481 | +1513.7% | $310.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | NEW | — | 795,221 | — | $200.6M |
| FIL Ltd | ADD | 594,181 | 787,551 | +32.5% | $198.6M |
| CAPTRUST FINANCIAL ADVISORS | ADD | 302,706 | 394,966 | +30.5% | $99.6M |
| MML INVESTORS SERVICES, LLC | ADD | 219,713 | 288,268 | +31.2% | $72.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | TRIM | 398,344 | 259,001 | -35.0% | $65.3M |
| Private Advisor Group, LLC | TRIM | 176,456 | 93,125 | -47.2% | $23.5M |
| Arax Advisory Partners | DOUBLED | 23,732 | 82,347 | +247.0% | $20.8M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 46,978 | 64,058 | +36.4% | $16.2M |
| &PARTNERS | TRIM | 76,970 | 57,592 | -25.2% | $14.4M |