Inst. Holders
38 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | 17,402,704 | $1.3B | 55.2% | DOUBLED +42777.7% |
| OSAIC HOLDINGS, INC. | 6,193,703 | $446.3M | 19.6% | DOUBLED +3858.9% |
| LPL Financial LLC | 5,688,149 | $409.9M | 18.0% | ADD +26.0% |
| ENVESTNET ASSET MANAGEMENT INC | 1,389,250 | $100.1M | 4.4% | — |
| Cetera Investment Advisers | 346,474 | $25.0M | 1.1% | — |
| Atria Investments, Inc | 116,376 | $8.4M | 0.4% | — |
| Envestnet Portfolio Solutions, Inc. | 86,525 | $6.2M | 0.3% | TRIM -54.1% |
| Mariner, LLC | 66,390 | $4.8M | 0.2% | TRIM -38.0% |
| Waverly Advisors, LLC | 48,684 | $3.5M | 0.2% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,686 | $2.3M | 0.1% | TRIM -30.2% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Mariner, LLC | TRIM | 107,026 | 66,390 | -38.0% | $4.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 45,417 | 31,686 | -30.2% | $2.3M |
| CITADEL ADVISORS LLC | TRIM | 36,295 | 21,050 | -42.0% | $1.5M |
| Integrated Wealth Concepts LLC | ADD | 6,981 | 8,901 | +27.5% | $641.4K |
| MORGAN STANLEY | DOUBLED | 1,308 | 4,387 | +235.4% | $316.1K |
| ASSETMARK, INC | ADD | 2,807 | 4,302 | +53.3% | $310.0K |
| ROYAL BANK OF CANADA | DOUBLED | 1,320 | 4,254 | +222.3% | $307.0K |
| Integrated Wealth Concepts LLC | NEAR_EXIT | 562,302 | 6,981 | -98.8% | $421.6K |
| Allworth Financial LP | TRIM | 5,585 | 3,509 | -37.2% | $211.9K |
| AE Wealth Management LLC | TRIM | 11,141 | 7,502 | -32.7% | $484.1K |