Inst. Holders
49 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | 10,429,243 | $434.1M | 21.7% | ADD +28.9% |
| Merit Financial Group, LLC | 8,449,244 | $351.7M | 17.6% | — |
| HB Wealth Management, LLC | 6,701,176 | $271.3M | 13.6% | DOUBLED +1078.9% |
| Allworth Financial LP | 6,097,325 | $253.8M | 12.7% | TRIM -26.3% |
| LAZARD ASSET MANAGEMENT LLC | 2,886,295 | $120.2M | 6.0% | ADD +65.1% |
| LPL Financial LLC | 2,546,522 | $106.0M | 5.3% | DOUBLED +283.4% |
| Focus Partners Wealth | 2,483,054 | $103.3M | 5.2% | ADD +65.8% |
| Atria Investments, Inc | 1,703,146 | $70.9M | 3.6% | DOUBLED +680.0% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,033,871 | $43.0M | 2.2% | DOUBLED +145.6% |
| RAYMOND JAMES FINANCIAL INC | 969,941 | $40.4M | 2.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | ADD | 8,089,207 | 10,429,243 | +28.9% | $434.1M |
| Allworth Financial LP | TRIM | 8,275,177 | 6,097,325 | -26.3% | $253.8M |
| LPL Financial LLC | DOUBLED | 664,234 | 2,546,522 | +283.4% | $106.0M |
| MONETA GROUP INVESTMENT ADVISORS LLC | DOUBLED | 420,927 | 1,033,871 | +145.6% | $43.0M |
| MORGAN STANLEY | DOUBLED | 11,086 | 462,955 | +4076.0% | $19.3M |
| FIRST MANHATTAN CO. LLC. | ADD | 326,565 | 431,225 | +32.0% | $17.9M |
| Integrated Wealth Concepts LLC | NEW | — | 333,041 | — | $13.9M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 51,482 | 175,918 | +241.7% | $7.3M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 83,215 | 126,379 | +51.9% | $5.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 145,093 | 63,954 | -55.9% | $2.7M |