Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Empower Advisory Group, LLC | 56,682,533 | $1.5B | 23.4% | — |
| Wealthfront Advisers LLC | 35,292,799 | $935.3M | 14.6% | — |
| JPMORGAN CHASE & CO | 27,874,223 | $741.5M | 11.6% | DOUBLED +116.3% |
| SEI INVESTMENTS CO | 13,667,827 | $362.2M | 5.6% | — |
| MAI Capital Management | 11,540,399 | $305.8M | 4.8% | DOUBLED +100216.4% |
| Cerity Partners LLC | 10,579,829 | $280.4M | 4.4% | — |
| ALLIANCEBERNSTEIN L.P. | 9,287,638 | $247.1M | 3.9% | — |
| VOYA INVESTMENT MANAGEMENT LLC | 8,798,660 | $233.2M | 3.6% | — |
| ENVESTNET ASSET MANAGEMENT INC | 6,295,573 | $166.8M | 2.6% | — |
| UBS Group AG | 5,313,609 | $140.8M | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | DOUBLED | 12,884,098 | 27,874,223 | +116.3% | $741.5M |
| MAI Capital Management | DOUBLED | 11,504 | 11,540,399 | +100216.4% | $305.8M |
| BANK OF AMERICA CORP /DE/ | TRIM | 11,331,818 | 3,601,077 | -68.2% | $95.4M |
| Integrated Wealth Concepts LLC | ADD | 1,755,485 | 3,073,174 | +75.1% | $81.4M |
| HighTower Advisors, LLC | TRIM | 1,070,864 | 795,641 | -25.7% | $21.1M |
| MERCER GLOBAL ADVISORS INC /ADV | TRIM | 1,562,352 | 743,051 | -52.4% | $19.7M |
| GOLDMAN SACHS GROUP INC | TRIM | 954,955 | 646,079 | -32.3% | $17.1M |
| FIFTH THIRD BANCORP | ADD | 422,223 | 599,589 | +42.0% | $15.9M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | ADD | 295,152 | 433,064 | +46.7% | $11.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 236,978 | 423,069 | +78.5% | $11.2M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 17, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Schwab US TIPS ETF | Jul 13, 2026(27d) |
| May 27, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Schwab US TIPS ETF | Jun 16, 2026(21d) |
| May 13, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Schwab US TIPS ETF | Jun 16, 2026(35d) |
| Sep 16, 2025 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Schwab US TIPS ETF | May 11, 2026(238d) |