Inst. Holders
6 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 820,263 | $34.8M | 85.8% | TRIM -29.5% |
| Farther Finance Advisors, LLC | 56,890 | $2.4M | 5.9% | TRIM -30.6% |
| ATWOOD & PALMER INC | 53,550 | $2.3M | 5.6% | DOUBLED +137.5% |
| BANQUE PICTET & CIE SA | 13,900 | $587.4K | 1.4% | TRIM -68.5% |
| Concurrent Investment Advisors, LLC | 10,183 | $430.3K | 1.1% | — |
| MATHER GROUP, LLC. | 2,189 | $92.5K | 0.2% | TRIM -27.4% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 1,163,322 | 820,263 | -29.5% | $34.8M |
| Farther Finance Advisors, LLC | TRIM | 81,990 | 56,890 | -30.6% | $2.4M |
| ATWOOD & PALMER INC | DOUBLED | 22,550 | 53,550 | +137.5% | $2.3M |
| BANQUE PICTET & CIE SA | TRIM | 44,150 | 13,900 | -68.5% | $587.4K |
| MATHER GROUP, LLC. | TRIM | 3,015 | 2,189 | -27.4% | $92.5K |
| Corient Private Wealth LP | ADD | 2,106,756 | 3,321,191 | +57.6% | $149.5M |
| CITADEL ADVISORS LLC | DOUBLED | 80,149 | 353,394 | +340.9% | $15.9M |
| JPMORGAN CHASE & CO | DOUBLED | 56,110 | 211,641 | +277.2% | $9.6M |
| Private Advisor Group, LLC | DOUBLED | 27,830 | 153,652 | +452.1% | $6.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 91,775 | 118,097 | +28.7% | $5.3M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 27, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Janus Henderson Mortgage-Backed Securities ETF | Jun 16, 2026(21d) |
| May 13, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Janus Henderson Mortgage-Backed Securities ETF | Jun 16, 2026(35d) |
| Feb 6, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Janus Henderson Mortgage-Backed Securities ETF | Mar 6, 2026(29d) |
| Jan 23, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Janus Henderson Mortgage-Backed Securities ETF | Feb 15, 2026(24d) |