Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ASSETMARK, INC | 42,386,669 | $3.7B | 32.9% | — |
| MORGAN STANLEY | 13,160,627 | $1.2B | 10.2% | — |
| BANK OF AMERICA CORP /DE/ | 10,051,265 | $883.6M | 7.8% | — |
| LPL Financial LLC | 5,833,591 | $512.8M | 4.5% | — |
| UBS Group AG | 5,148,612 | $452.6M | 4.0% | — |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 4,295,085 | $377.6M | 3.3% | — |
| CAPTRUST FINANCIAL ADVISORS | 4,197,480 | $369.0M | 3.3% | — |
| AMERIPRISE FINANCIAL INC | 3,885,314 | $341.6M | 3.0% | — |
| Merit Financial Group, LLC | 3,641,887 | $320.2M | 2.8% | DOUBLED +571.4% |
| ENVESTNET ASSET MANAGEMENT INC | 3,554,068 | $312.4M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | DOUBLED | 542,393 | 3,641,887 | +571.4% | $320.2M |
| Arax Advisory Partners | DOUBLED | 7,150 | 973,489 | +2623.0% | $85.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | DOUBLED | 93,820 | 484,483 | +416.4% | $42.5M |
| ALPS ADVISORS INC | ADD | 58,095 | 381,300 | +31.3% | $33.5M |
| D.A. DAVIDSON & CO. | DOUBLED | 83,274 | 302,209 | +262.9% | $26.6M |
| CIBC Bancorp USA Inc. | ADD | 19,109 | 184,532 | +93.1% | $16.1M |
| TRUIST FINANCIAL CORP | DOUBLED | 28,409 | 135,681 | +377.6% | $11.9M |
| AE Wealth Management LLC | ADD | 14,326 | 130,079 | +81.6% | $11.4M |
| Quantinno Capital Management LP | ADD | 14,086 | 129,188 | +83.4% | $11.4M |
| Private Advisor Group, LLC | DOUBLED | 22,972 | 98,378 | +328.3% | $8.6M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 12, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | Vanguard Mega Cap Growth ETF | Jul 10, 2026(29d) |
| Jun 12, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | Vanguard Mega Cap Growth ETF | Jul 10, 2026(29d) |
| Mar 19, 2026 | Rich McCormick | R | HOUSE | BUY | $1,001 - $15,000 | Vanguard Mega Cap Growth ETF | Apr 8, 2026(21d) |
| Mar 19, 2026 | Rich McCormick | R | HOUSE | BUY | $1,001 - $15,000 | Vanguard Mega Cap Growth ETF | Apr 8, 2026(21d) |