Inst. Holders
43 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 1,071,583 | $49.0M | 20.1% | ADD +56.8% |
| RAYMOND JAMES FINANCIAL INC | 840,063 | $38.4M | 15.7% | ADD +39.1% |
| WELLS FARGO & COMPANY/MN | 683,110 | $31.3M | 12.8% | TRIM -25.1% |
| MML INVESTORS SERVICES, LLC | 366,437 | $16.8M | 6.9% | — |
| Kestra Advisory Services, LLC | 341,451 | $15.6M | 6.4% | DOUBLED +1577.6% |
| MORGAN STANLEY | 235,721 | $10.8M | 4.4% | TRIM -48.9% |
| OSAIC HOLDINGS, INC. | 216,891 | $9.9M | 4.1% | ADD +31.5% |
| D.A. DAVIDSON & CO. | 205,794 | $9.4M | 3.9% | — |
| STIFEL FINANCIAL CORP | 197,816 | $9.1M | 3.7% | DOUBLED +192.1% |
| ENVESTNET ASSET MANAGEMENT INC | 160,686 | $7.4M | 3.0% | DOUBLED +135.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | ADD | 603,804 | 840,063 | +39.1% | $38.4M |
| WELLS FARGO & COMPANY/MN | TRIM | 912,527 | 683,110 | -25.1% | $31.3M |
| MORGAN STANLEY | TRIM | 460,855 | 235,721 | -48.9% | $10.8M |
| OSAIC HOLDINGS, INC. | ADD | 164,942 | 216,891 | +31.5% | $9.9M |
| ROYAL BANK OF CANADA | TRIM | 182,978 | 97,388 | -46.8% | $4.5M |
| BENJAMIN EDWARDS INC | TRIM | 177,334 | 90,553 | -48.9% | $4.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 61,070 | 83,832 | +37.3% | $3.8M |
| NewEdge Advisors, LLC | NEAR_EXIT | 406,404 | 70,817 | -82.6% | $3.2M |
| &PARTNERS | NEAR_EXIT | 366,350 | 60,430 | -83.5% | $2.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 74,855 | 44,579 | -40.4% | $2.0M |