Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 4,618,229 | $235.5M | 13.0% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,833,193 | $195.5M | 10.8% | NEAR_EXIT -97.3% |
| HB Wealth Management, LLC | 3,268,293 | $166.7M | 9.2% | ADD +28.1% |
| LPL Financial LLC | 3,079,442 | $157.1M | 8.7% | — |
| WELLS FARGO & COMPANY/MN | 1,577,056 | $80.4M | 4.4% | — |
| Bank of New York Mellon Corp | 1,562,424 | $79.7M | 4.4% | — |
| FMR LLC | 1,380,788 | $70.4M | 3.9% | — |
| JPMORGAN CHASE & CO | 1,199,281 | $61.2M | 3.4% | TRIM -26.4% |
| UBS Group AG | 1,081,228 | $55.1M | 3.0% | — |
| RAYMOND JAMES FINANCIAL INC | 960,457 | $49.0M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | ADD | 2,551,982 | 3,268,293 | +28.1% | $166.7M |
| Integrated Wealth Concepts LLC | ADD | 613,082 | 823,139 | +34.3% | $42.0M |
| Corient Private Wealth LP | TRIM | 883,843 | 630,077 | -28.7% | $32.1M |
| Mariner, LLC | TRIM | 887,995 | 614,234 | -30.8% | $31.3M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 420,648 | 543,104 | +29.1% | $27.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 393,842 | 524,263 | +33.1% | $26.7M |
| Rockefeller Capital Management L.P. | ADD | 329,726 | 502,899 | +52.5% | $25.6M |
| Private Advisor Group, LLC | ADD | 237,459 | 381,476 | +60.6% | $19.5M |
| Farther Finance Advisors, LLC | ADD | 202,942 | 260,393 | +28.3% | $13.3M |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 35,156 | 116,144 | +230.4% | $5.9M |