Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 20,570,939 | $1.6B | 36.4% | ADD +27.8% |
| Dynasty Wealth Management, LLC | 9,053,209 | $718.9M | 16.0% | ADD +71.6% |
| LPL Financial LLC | 7,226,489 | $573.9M | 12.8% | — |
| AMERIPRISE FINANCIAL INC | 2,539,213 | $201.7M | 4.5% | — |
| Cetera Investment Advisers | 1,879,375 | $149.2M | 3.3% | ADD +29.1% |
| MORGAN STANLEY | 1,688,045 | $134.0M | 3.0% | — |
| ROYAL BANK OF CANADA | 1,306,578 | $103.8M | 2.3% | — |
| ENVESTNET ASSET MANAGEMENT INC | 1,121,325 | $89.0M | 2.0% | — |
| JONES FINANCIAL COMPANIES LLLP | 1,054,640 | $83.3M | 1.9% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 930,344 | $73.9M | 1.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | ADD | 543,980 | 735,629 | +35.2% | $58.4M |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,771,693 | 730,947 | -58.7% | $58.0M |
| Vestmark Advisory Solutions, Inc. | TRIM | 1,098,170 | 703,546 | -35.9% | $55.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 837,053 | 620,924 | -25.8% | $49.3M |
| Private Advisor Group, LLC | ADD | 472,053 | 591,136 | +25.2% | $46.9M |
| OSAIC HOLDINGS, INC. | ADD | 409,336 | 561,090 | +37.1% | $44.6M |
| DAVENPORT & Co LLC | ADD | 135,907 | 240,777 | +77.2% | $19.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 95,426 | 60,005 | -37.1% | $4.8M |
| CIBC WORLD MARKET INC. | DOUBLED | 17,553 | 54,520 | +210.6% | $4.3M |
| Equitable Holdings, Inc. | TRIM | 82,817 | 49,835 | -39.8% | $4.0M |