Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 25,058,752 | $664.6M | 10.8% | ADD +26.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23,403,799 | $620.7M | 10.1% | ADD +55.9% |
| MORGAN STANLEY | 23,231,202 | $616.1M | 10.0% | — |
| LPL Financial LLC | 21,366,025 | $566.6M | 9.2% | — |
| ENVESTNET ASSET MANAGEMENT INC | 13,551,778 | $359.4M | 5.9% | DOUBLED +106.7% |
| Sequoia Financial Advisors, LLC | 12,401,335 | $328.9M | 5.4% | — |
| HighTower Advisors, LLC | 11,494,387 | $304.8M | 5.0% | — |
| WELLS FARGO & COMPANY/MN | 9,859,536 | $261.5M | 4.3% | ADD +42.8% |
| RAYMOND JAMES FINANCIAL INC | 7,947,837 | $210.8M | 3.4% | — |
| AE Wealth Management LLC | 7,451,681 | $197.6M | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 15,013,101 | 23,403,799 | +55.9% | $620.7M |
| WELLS FARGO & COMPANY/MN | ADD | 6,902,314 | 9,859,536 | +42.8% | $261.5M |
| State of New Jersey Common Pension Fund D | DOUBLED | 2,250,000 | 4,500,000 | +100.0% | $119.3M |
| Waverly Advisors, LLC | DOUBLED | 13,547 | 4,417,609 | +32509.5% | $117.2M |
| ROYAL BANK OF CANADA | ADD | 2,884,315 | 4,138,380 | +43.5% | $109.7M |
| Bank of New York Mellon Corp | ADD | 2,160,272 | 4,068,193 | +88.3% | $107.9M |
| OSAIC HOLDINGS, INC. | ADD | 2,455,082 | 3,176,022 | +29.4% | $84.2M |
| Corient Private Wealth LP | ADD | 1,542,272 | 2,982,984 | +93.4% | $79.1M |
| Cetera Investment Advisers | ADD | 1,948,993 | 2,550,369 | +30.9% | $67.6M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 1,145,462 | 1,607,750 | +40.4% | $42.7M |