Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 32,029,913 | $3.2B | 36.8% | — |
| ASSETMARK, INC | 10,403,312 | $1.0B | 12.0% | — |
| MORGAN STANLEY | 9,255,763 | $933.1M | 10.6% | — |
| WELLS FARGO & COMPANY/MN | 5,074,632 | $511.6M | 5.8% | ADD +26.7% |
| LPL Financial LLC | 4,955,306 | $499.5M | 5.7% | — |
| UBS Group AG | 3,356,371 | $338.4M | 3.9% | — |
| BANK OF AMERICA CORP /DE/ | 2,308,137 | $232.7M | 2.7% | — |
| Focus Partners Wealth | 1,367,299 | $137.8M | 1.6% | ADD +49.8% |
| ROYAL BANK OF CANADA | 1,202,526 | $121.2M | 1.4% | — |
| AE Wealth Management LLC | 1,141,965 | $115.1M | 1.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | DOUBLED | 440,216 | 1,085,435 | +146.6% | $109.4M |
| RAYMOND JAMES FINANCIAL INC | ADD | 683,650 | 886,530 | +29.7% | $89.4M |
| NewEdge Advisors, LLC | ADD | 575,742 | 775,541 | +34.7% | $78.2M |
| Mariner, LLC | TRIM | 1,307,508 | 734,908 | -43.8% | $74.1M |
| Private Advisor Group, LLC | DOUBLED | 294,524 | 599,952 | +103.7% | $60.5M |
| HighTower Advisors, LLC | ADD | 445,082 | 586,937 | +31.9% | $59.2M |
| Atria Investments, Inc | TRIM | 852,861 | 488,205 | -42.8% | $49.2M |
| MML INVESTORS SERVICES, LLC | ADD | 298,134 | 440,001 | +47.6% | $44.4M |
| Waverly Advisors, LLC | ADD | 260,176 | 350,743 | +34.8% | $35.4M |
| Creative Planning | ADD | 256,304 | 333,191 | +30.0% | $33.6M |