Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | 4,814,000 | $385.9M | 35.5% | — |
| ENVESTNET ASSET MANAGEMENT INC | 4,217,213 | $338.1M | 31.1% | — |
| LPL Financial LLC | 1,232,880 | $98.8M | 9.1% | ADD +77.1% |
| Envestnet Portfolio Solutions, Inc. | 803,987 | $64.4M | 5.9% | — |
| JPMORGAN CHASE & CO | 730,454 | $58.1M | 5.3% | — |
| Cetera Investment Advisers | 280,587 | $22.5M | 2.1% | — |
| MML INVESTORS SERVICES, LLC | 232,617 | $18.6M | 1.7% | — |
| ASSETMARK, INC | 112,781 | $9.0M | 0.8% | — |
| ROYAL BANK OF CANADA | 101,940 | $8.2M | 0.8% | — |
| OneDigital Investment Advisors LLC | 66,569 | $5.3M | 0.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NewEdge Advisors, LLC | ADD | 40,507 | 53,797 | +32.8% | $4.3M |
| RAYMOND JAMES FINANCIAL INC | ADD | 22,908 | 41,397 | +80.7% | $3.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 52,689 | 23,534 | -55.3% | $1.9M |
| AE Wealth Management LLC | ADD | 5,642 | 8,287 | +46.9% | $664.3K |
| Rockefeller Capital Management L.P. | TRIM | 5,448 | 3,382 | -37.9% | $271.1K |
| MORGAN STANLEY | TRIM | 2,265 | 1,292 | -43.0% | $103.6K |
| WELLS FARGO & COMPANY/MN | ADD | 362 | 473 | +30.7% | $37.9K |
| Integrated Wealth Concepts LLC | ADD | 33,319 | 60,901 | +82.8% | $4.3M |
| Cerity Partners LLC | ADD | 31,985 | 60,786 | +90.0% | $4.3M |
| Concurrent Investment Advisors, LLC | ADD | 20,388 | 26,779 | +31.3% | $1.9M |