Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 15,196,742 | $644.5M | 15.9% | — |
| MORGAN STANLEY | 14,202,496 | $602.3M | 14.9% | — |
| ASSETMARK, INC | 13,266,671 | $562.6M | 13.9% | — |
| Empower Advisory Group, LLC | 13,050,164 | $553.5M | 13.7% | — |
| BlackRock, Inc. | 4,226,615 | $179.3M | 4.4% | — |
| LPL Financial LLC | 3,384,414 | $143.5M | 3.5% | — |
| Wealthfront Advisers LLC | 2,681,442 | $113.7M | 2.8% | ADD +38.8% |
| BANK OF AMERICA CORP /DE/ | 2,623,843 | $111.3M | 2.7% | — |
| Bramshill Investments, LLC | 2,108,580 | $89.4M | 2.2% | NEAR_EXIT -82.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 2,034,737 | $86.3M | 2.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | ADD | 1,931,911 | 2,681,442 | +38.8% | $113.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 2,607,822 | 1,916,056 | -26.5% | $81.3M |
| WELLS FARGO & COMPANY/MN | ADD | 1,126,899 | 1,521,375 | +35.0% | $64.5M |
| CAPSTONE INVESTMENT ADVISORS, LLC | NEW | — | 598,401 | — | $25.4M |
| MML INVESTORS SERVICES, LLC | ADD | 364,727 | 480,840 | +31.8% | $20.4M |
| LOOMIS SAYLES & CO L P | DOUBLED | 154,258 | 394,915 | +156.0% | $16.7M |
| Integrated Wealth Concepts LLC | ADD | 215,537 | 277,034 | +28.5% | $11.7M |
| Clearstead Advisors, LLC | NEW | — | 271,154 | — | $11.5M |
| Mirae Asset Global Investments Co., Ltd. | DOUBLED | 41,600 | 208,317 | +400.8% | $8.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 89,383 | 118,658 | +32.8% | $5.0M |