Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 34,938,293 | $2.8B | 21.0% | — |
| MORGAN STANLEY | 20,627,246 | $1.7B | 12.4% | — |
| RAYMOND JAMES FINANCIAL INC | 12,803,482 | $1.0B | 7.7% | — |
| WELLS FARGO & COMPANY/MN | 12,683,451 | $1.0B | 7.6% | — |
| AMERIPRISE FINANCIAL INC | 9,393,389 | $761.4M | 5.6% | — |
| BANK OF AMERICA CORP /DE/ | 7,458,152 | $604.6M | 4.5% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,668,806 | $459.5M | 3.4% | — |
| ENVESTNET ASSET MANAGEMENT INC | 5,503,234 | $446.1M | 3.3% | — |
| UBS Group AG | 5,398,773 | $437.6M | 3.2% | — |
| ROYAL BANK OF CANADA | 5,392,002 | $437.1M | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BLAIR WILLIAM & CO/IL | ADD | 880,823 | 1,431,021 | +62.5% | $116.0M |
| Arax Advisory Partners | ADD | 480,602 | 709,083 | +47.5% | $57.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 370,701 | 577,642 | +55.8% | $46.4M |
| Vestmark Advisory Solutions, Inc. | TRIM | 742,642 | 506,198 | -31.8% | $41.0M |
| PRUDENTIAL PLC | NEW | — | 227,200 | — | $18.4M |
| Mariner, LLC | NEAR_EXIT | 1,039,283 | 226,751 | -78.2% | $18.4M |
| AE Wealth Management LLC | ADD | 100,222 | 127,709 | +27.4% | $10.4M |
| Qube Research & Technologies Ltd | TRIM | 198,191 | 110,258 | -44.4% | $8.9M |
| Waverly Advisors, LLC | DOUBLED | 3,598 | 74,407 | +1968.0% | $6.0M |
| MAI Capital Management | ADD | 19,760 | 24,963 | +26.3% | $2.0M |