Inst. Holders
43 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 1,670,470 | $74.2M | 18.3% | ADD +35.4% |
| LPL Financial LLC | 1,550,235 | $68.8M | 17.0% | ADD +28.1% |
| RAYMOND JAMES FINANCIAL INC | 1,192,976 | $53.0M | 13.1% | — |
| WELLS FARGO & COMPANY/MN | 957,401 | $42.5M | 10.5% | ADD +53.2% |
| JONES FINANCIAL COMPANIES LLLP | 955,944 | $42.2M | 10.4% | — |
| ENVESTNET ASSET MANAGEMENT INC | 563,783 | $25.0M | 6.2% | — |
| BANK OF AMERICA CORP /DE/ | 542,152 | $24.1M | 5.9% | ADD +26.5% |
| AMERIPRISE FINANCIAL INC | 346,923 | $15.4M | 3.8% | DOUBLED +139.8% |
| ROYAL BANK OF CANADA | 208,409 | $9.3M | 2.3% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 204,808 | $9.1M | 2.2% | ADD +32.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LPL Financial LLC | ADD | 1,209,935 | 1,550,235 | +28.1% | $68.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 154,267 | 204,808 | +32.8% | $9.1M |
| Cetera Investment Advisers | ADD | 78,529 | 127,351 | +62.2% | $5.7M |
| Sanctuary Advisors, LLC | DOUBLED | 21,578 | 51,398 | +138.2% | $2.3M |
| Integrated Wealth Concepts LLC | ADD | 30,796 | 39,196 | +27.3% | $1.7M |
| CITADEL ADVISORS LLC | TRIM | 72,549 | 38,520 | -46.9% | $1.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 53,980 | 19,959 | -63.0% | $892.0K |
| OSAIC HOLDINGS, INC. | TRIM | 57,699 | 18,927 | -67.2% | $840.7K |
| UBS Group AG | TRIM | 52,695 | 18,698 | -64.5% | $830.4K |
| Rockefeller Capital Management L.P. | DOUBLED | 2,050 | 16,198 | +690.1% | $719.4K |