Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 4,836,523 | $319.4M | 28.7% | ADD +40.1% |
| MORGAN STANLEY | 3,143,846 | $207.6M | 18.7% | — |
| BANK OF AMERICA CORP /DE/ | 2,136,892 | $141.1M | 12.7% | ADD +29.5% |
| Private Advisor Group, LLC | 1,113,144 | $73.5M | 6.6% | ADD +28.1% |
| RAYMOND JAMES FINANCIAL INC | 912,147 | $60.2M | 5.4% | — |
| ENVESTNET ASSET MANAGEMENT INC | 681,763 | $45.0M | 4.0% | ADD +27.0% |
| Rockefeller Capital Management L.P. | 548,800 | $36.2M | 3.3% | DOUBLED +409.3% |
| HighTower Advisors, LLC | 540,515 | $35.7M | 3.2% | NEAR_EXIT -84.8% |
| UBS Group AG | 516,476 | $34.1M | 3.1% | DOUBLED +200.0% |
| Kestra Advisory Services, LLC | 475,740 | $31.4M | 2.8% | ADD +42.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LPL Financial LLC | ADD | 3,451,329 | 4,836,523 | +40.1% | $319.4M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 536,656 | 681,763 | +27.0% | $45.0M |
| HighTower Advisors, LLC | NEAR_EXIT | 3,549,265 | 540,515 | -84.8% | $35.7M |
| Kestra Advisory Services, LLC | ADD | 333,749 | 475,740 | +42.5% | $31.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 52,277 | 77,208 | +47.7% | $5.1M |
| Steward Partners Investment Advisory, LLC | DOUBLED | 8,220 | 46,606 | +467.0% | $3.1M |
| JPMORGAN CHASE & CO | ADD | 31,533 | 44,415 | +40.9% | $2.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 6,391 | 38,270 | +498.8% | $2.5M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 21,336 | 30,322 | +42.1% | $1.9M |
| TRUIST FINANCIAL CORP | DOUBLED | 7,949 | 24,965 | +214.1% | $1.6M |