Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 10,913,014 | $589.6M | 15.5% | — |
| AMERIPRISE FINANCIAL INC | 7,906,162 | $428.8M | 11.3% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 4,845,541 | $261.8M | 6.9% | — |
| ENVESTNET ASSET MANAGEMENT INC | 4,787,226 | $258.6M | 6.8% | — |
| Waverly Advisors, LLC | 3,577,537 | $193.3M | 5.1% | — |
| Mariner, LLC | 3,028,669 | $163.6M | 4.3% | — |
| LPL Financial LLC | 2,999,878 | $162.1M | 4.3% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,717,237 | $146.8M | 3.9% | — |
| WELLS FARGO & COMPANY/MN | 2,244,137 | $121.3M | 3.2% | — |
| D.A. DAVIDSON & CO. | 2,175,841 | $117.6M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CI INVESTMENTS INC. | NEW | — | 1,594,635 | — | $86.2M |
| CAPTRUST FINANCIAL ADVISORS | TRIM | 492,260 | 362,647 | -26.3% | $19.6M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 52,633 | 149,370 | +183.8% | $8.1M |
| Cresset Asset Management, LLC | DOUBLED | 29,924 | 66,251 | +121.4% | $3.6M |
| CITADEL ADVISORS LLC | ADD | 46,324 | 59,040 | +27.5% | $3.2M |
| BlackRock, Inc. | DOUBLED | 22,962 | 46,459 | +102.3% | $2.5M |
| Integrated Wealth Concepts LLC | ADD | 32,291 | 42,618 | +32.0% | $2.3M |
| Private Advisor Group, LLC | ADD | 26,163 | 38,468 | +47.0% | $2.1M |
| Aptus Capital Advisors, LLC | ADD | 9,544 | 12,048 | +26.2% | $651.0K |
| Qube Research & Technologies Ltd | DOUBLED | 2,926 | 7,910 | +170.3% | $427.4K |