Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 42,923,259 | $2.2B | 21.7% | ADD +33.8% |
| MORGAN STANLEY | 21,645,510 | $1.1B | 11.0% | — |
| LPL Financial LLC | 13,027,417 | $657.8M | 6.6% | — |
| Focus Partners Wealth | 9,443,123 | $478.3M | 4.8% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,861,268 | $396.9M | 4.0% | DOUBLED +106.8% |
| WELLS FARGO & COMPANY/MN | 7,799,973 | $393.8M | 4.0% | — |
| RAYMOND JAMES FINANCIAL INC | 7,424,718 | $374.9M | 3.8% | — |
| UBS Group AG | 7,403,730 | $373.8M | 3.8% | — |
| ENVESTNET ASSET MANAGEMENT INC | 6,935,154 | $350.2M | 3.5% | — |
| Cetera Investment Advisers | 5,899,743 | $297.9M | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 3,800,488 | 7,861,268 | +106.8% | $396.9M |
| Waverly Advisors, LLC | DOUBLED | 237,490 | 2,495,518 | +950.8% | $126.0M |
| Arax Advisory Partners | DOUBLED | 643,662 | 1,781,343 | +176.8% | $89.9M |
| COMMERCE BANK | TRIM | 1,079,949 | 795,424 | -26.3% | $40.2M |
| CITADEL ADVISORS LLC | DOUBLED | 208,416 | 771,241 | +270.0% | $38.9M |
| Tidal Investments LLC | DOUBLED | 55,138 | 761,194 | +1280.5% | $38.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 453,986 | 575,838 | +26.8% | $29.1M |
| BlackRock, Inc. | DOUBLED | 612 | 460,315 | +75114.9% | $23.2M |
| OneDigital Investment Advisors LLC | DOUBLED | 93,339 | 337,248 | +261.3% | $17.0M |
| Gotham Asset Management, LLC | DOUBLED | 131,149 | 329,000 | +150.9% | $16.6M |