Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 20,847,585 | $1.1B | 23.2% | ADD +28.7% |
| Allworth Financial LP | 9,101,672 | $486.9M | 10.1% | ADD +48.5% |
| AMERIPRISE FINANCIAL INC | 7,852,779 | $420.1M | 8.7% | ADD +35.2% |
| JPMORGAN CHASE & CO | 6,946,476 | $373.4M | 7.8% | ADD +86.6% |
| CAPTRUST FINANCIAL ADVISORS | 6,077,220 | $325.1M | 6.8% | — |
| Cetera Investment Advisers | 5,328,568 | $285.1M | 5.9% | ADD +39.0% |
| ENVESTNET ASSET MANAGEMENT INC | 5,099,381 | $272.8M | 5.7% | ADD +38.5% |
| BANK OF AMERICA CORP /DE/ | 4,453,121 | $238.2M | 4.9% | ADD +47.2% |
| Private Advisor Group, LLC | 3,894,546 | $208.4M | 4.3% | ADD +35.2% |
| ROYAL BANK OF CANADA | 2,768,570 | $148.1M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Allworth Financial LP | ADD | 6,129,907 | 9,101,672 | +48.5% | $486.9M |
| AMERIPRISE FINANCIAL INC | ADD | 5,808,797 | 7,852,779 | +35.2% | $420.1M |
| Cetera Investment Advisers | ADD | 3,834,235 | 5,328,568 | +39.0% | $285.1M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 3,681,203 | 5,099,381 | +38.5% | $272.8M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 1,272,168 | 1,665,734 | +30.9% | $89.4M |
| OSAIC HOLDINGS, INC. | ADD | 463,621 | 811,131 | +75.0% | $43.4M |
| EP Wealth Advisors, LLC | NEW | — | 393,303 | — | $21.0M |
| Integrated Wealth Concepts LLC | ADD | 238,715 | 368,634 | +54.4% | $19.7M |
| Farther Finance Advisors, LLC | ADD | 109,210 | 173,533 | +58.9% | $9.3M |
| Beacon Pointe Advisors, LLC | ADD | 47,317 | 60,888 | +28.7% | $3.3M |