Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 98,255,683 | $5.0B | 29.1% | — |
| MORGAN STANLEY | 63,410,002 | $3.2B | 18.8% | — |
| LPL Financial LLC | 19,992,863 | $1.0B | 5.9% | — |
| BANK OF AMERICA CORP /DE/ | 18,129,440 | $916.8M | 5.4% | — |
| FMR LLC | 12,793,148 | $646.9M | 3.8% | ADD +49.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12,005,579 | $607.1M | 3.6% | — |
| WELLS FARGO & COMPANY/MN | 11,835,783 | $598.5M | 3.5% | — |
| HB Wealth Management, LLC | 10,065,428 | $506.5M | 3.0% | — |
| UBS Group AG | 9,881,452 | $499.7M | 2.9% | — |
| RAYMOND JAMES FINANCIAL INC | 6,111,281 | $309.0M | 1.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 8,567,157 | 12,793,148 | +49.3% | $646.9M |
| Waverly Advisors, LLC | ADD | 1,757,191 | 2,360,792 | +34.4% | $119.4M |
| HighTower Advisors, LLC | ADD | 1,325,577 | 1,988,463 | +50.0% | $100.6M |
| Integrated Wealth Concepts LLC | ADD | 1,130,440 | 1,449,390 | +28.2% | $73.3M |
| CITIGROUP INC | DOUBLED | 127,127 | 1,335,879 | +950.8% | $67.6M |
| Lido Advisors, LLC | TRIM | 1,609,839 | 685,795 | -57.4% | $34.7M |
| &PARTNERS | ADD | 473,122 | 623,361 | +31.8% | $31.5M |
| Neuberger Berman Group LLC | ADD | 305,877 | 587,095 | +91.9% | $29.7M |
| BNP PARIBAS FINANCIAL MARKETS | NEW | — | 388,798 | — | $19.7M |
| Sanctuary Advisors, LLC | DOUBLED | 151,261 | 374,421 | +147.5% | $18.9M |