Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,685,375 | $809.0M | 68.6% | TRIM -25.5% |
| Equitable Holdings, Inc. | 1,421,610 | $121.5M | 10.3% | — |
| LPL Financial LLC | 838,538 | $71.7M | 6.1% | DOUBLED +102.4% |
| JPMORGAN CHASE & CO | 770,814 | $65.0M | 5.5% | ADD +31.1% |
| EP Wealth Advisors, LLC | 386,525 | $33.0M | 2.8% | DOUBLED +924.5% |
| Vident Advisory, LLC | 172,407 | $14.7M | 1.2% | — |
| Corient Private Wealth LP | 109,331 | $9.3M | 0.8% | DOUBLED +1034.4% |
| Savant Capital, LLC | 79,317 | $6.8M | 0.6% | — |
| Orion Porfolio Solutions, LLC | 65,000 | $5.6M | 0.5% | TRIM -27.3% |
| BANK OF AMERICA CORP /DE/ | 53,517 | $4.6M | 0.4% | ADD +65.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LPL Financial LLC | DOUBLED | 414,316 | 838,538 | +102.4% | $71.7M |
| EP Wealth Advisors, LLC | DOUBLED | 37,728 | 386,525 | +924.5% | $33.0M |
| Orion Porfolio Solutions, LLC | TRIM | 89,381 | 65,000 | -27.3% | $5.6M |
| Quantinno Capital Management LP | ADD | 16,659 | 29,288 | +75.8% | $2.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 13,917 | 25,090 | +80.3% | $2.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 39,545 | 20,818 | -47.4% | $1.8M |
| NewEdge Advisors, LLC | ADD | 6,523 | 8,946 | +37.1% | $764.5K |
| Farther Finance Advisors, LLC | DOUBLED | 1,671 | 6,485 | +288.1% | $553.7K |
| Sanctuary Advisors, LLC | ADD | 4,803 | 6,045 | +25.9% | $516.6K |
| Concurrent Investment Advisors, LLC | ADD | 4,320 | 5,744 | +33.0% | $490.9K |