Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 6,744,514 | $119.9M | 27.8% | ADD +27.2% |
| BANK OF AMERICA CORP /DE/ | 3,512,008 | $62.4M | 14.5% | — |
| LPL Financial LLC | 2,161,917 | $38.4M | 8.9% | ADD +25.8% |
| RAYMOND JAMES FINANCIAL INC | 1,584,685 | $28.2M | 6.5% | — |
| Bank of New York Mellon Corp | 1,452,386 | $25.8M | 6.0% | — |
| Bramshill Investments, LLC | 1,244,176 | $22.1M | 5.1% | ADD +74.1% |
| MORGAN STANLEY | 1,083,762 | $19.3M | 4.5% | ADD +41.8% |
| WELLS FARGO & COMPANY/MN | 912,106 | $16.2M | 3.8% | DOUBLED +166.0% |
| HighTower Advisors, LLC | 588,787 | $10.5M | 2.4% | TRIM -28.3% |
| JANE STREET GROUP, LLC | 588,510 | $10.5M | 2.4% | DOUBLED +151.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 764,558 | 1,083,762 | +41.8% | $19.3M |
| JANE STREET GROUP, LLC | DOUBLED | 234,033 | 588,510 | +151.5% | $10.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | DOUBLED | 182,029 | 517,835 | +184.5% | $9.2M |
| Kestra Advisory Services, LLC | ADD | 195,775 | 281,063 | +43.6% | $5.0M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 163,058 | 235,269 | +44.3% | $4.2M |
| STIFEL FINANCIAL CORP | TRIM | 288,807 | 115,524 | -60.0% | $2.1M |
| BENJAMIN EDWARDS INC | TRIM | 176,380 | 70,351 | -60.1% | $1.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 34,125 | 49,380 | +44.7% | $878.0K |
| Steward Partners Investment Advisory, LLC | NEAR_EXIT | 51,785 | 11,200 | -78.4% | $199.1K |
| Integrated Wealth Concepts LLC | TRIM | 21,589 | 9,655 | -55.3% | $171.7K |