Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 23,782,177 | $2.0B | 13.3% | — |
| CAPTRUST FINANCIAL ADVISORS | 21,086,882 | $1.7B | 11.8% | — |
| BANK OF AMERICA CORP /DE/ | 17,222,354 | $1.4B | 9.6% | ADD +28.3% |
| BlackRock, Inc. | 12,621,912 | $1.0B | 7.1% | — |
| FMR LLC | 11,506,634 | $944.8M | 6.4% | DOUBLED +182.1% |
| JPMORGAN CHASE & CO | 9,027,794 | $741.8M | 5.1% | TRIM -27.8% |
| AMERIPRISE FINANCIAL INC | 6,154,693 | $509.7M | 3.5% | ADD +33.5% |
| WELLS FARGO & COMPANY/MN | 5,682,654 | $466.6M | 3.2% | — |
| Bank of New York Mellon Corp | 5,600,457 | $459.9M | 3.1% | — |
| LPL Financial LLC | 5,477,221 | $449.7M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 4,078,817 | 11,506,634 | +182.1% | $944.8M |
| JPMORGAN CHASE & CO | TRIM | 12,507,304 | 9,027,794 | -27.8% | $741.8M |
| ASSETMARK, INC | ADD | 3,175,680 | 4,577,908 | +44.2% | $375.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 1,090,879 | 3,545,364 | +225.0% | $291.1M |
| STIFEL FINANCIAL CORP | ADD | 1,505,922 | 2,125,383 | +41.1% | $174.5M |
| CITIGROUP INC | ADD | 834,633 | 1,133,190 | +35.8% | $93.0M |
| BARCLAYS PLC | ADD | 749,919 | 1,053,819 | +40.5% | $86.5M |
| Wealthspire Advisors, LLC | DOUBLED | 18,771 | 817,585 | +4255.6% | $67.1M |
| MML INVESTORS SERVICES, LLC | ADD | 588,116 | 773,885 | +31.6% | $63.5M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | ADD | 332,168 | 449,563 | +35.3% | $36.9M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 6, 2026 | John Boozman | R | SENATE | SELL | $15,001 - $50,000 | iShares 1-3 Year Treasury Bond ETF | Mar 6, 2026(29d) |
| Sep 16, 2025 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | iShares 1-3 Year Treasury Bond ETF | May 11, 2026(238d) |