Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Savant Capital, LLC | 12,544,726 | $906.7M | 32.3% | — |
| LPL Financial LLC | 3,519,434 | $254.4M | 9.1% | — |
| Focus Partners Wealth | 2,634,467 | $190.4M | 6.8% | ADD +28.3% |
| JPMORGAN CHASE & CO | 1,858,109 | $133.2M | 4.7% | — |
| MORGAN STANLEY | 1,809,452 | $130.8M | 4.7% | TRIM -37.4% |
| RAYMOND JAMES FINANCIAL INC | 1,620,104 | $117.1M | 4.2% | — |
| BANK OF AMERICA CORP /DE/ | 1,385,216 | $100.1M | 3.6% | — |
| Cetera Investment Advisers | 1,194,066 | $86.3M | 3.1% | ADD +41.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,051,811 | $76.0M | 2.7% | — |
| EP Wealth Advisors, LLC | 1,025,040 | $74.1M | 2.6% | DOUBLED +358.2% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Focus Partners Wealth | ADD | 2,053,234 | 2,634,467 | +28.3% | $190.4M |
| EP Wealth Advisors, LLC | DOUBLED | 223,725 | 1,025,040 | +358.2% | $74.1M |
| Private Advisor Group, LLC | ADD | 150,180 | 227,621 | +51.6% | $16.5M |
| Merit Financial Group, LLC | TRIM | 128,637 | 87,549 | -31.9% | $6.3M |
| Empowered Funds, LLC | DOUBLED | 16,254 | 61,622 | +279.1% | $4.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 10,926 | 61,320 | +461.2% | $4.4M |
| Mariner, LLC | NEAR_EXIT | 164,024 | 39,227 | -76.1% | $2.8M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 22,221 | 35,847 | +61.3% | $2.6M |
| Arax Advisory Partners | DOUBLED | 62 | 23,337 | +37540.3% | $1.7M |
| Focus Partners Advisor Solutions, LLC | DOUBLED | 7,098 | 19,251 | +171.2% | $1.4M |