Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 17,312,814 | $432.5M | 21.6% | — |
| LPL Financial LLC | 7,676,050 | $192.1M | 9.6% | — |
| Bramshill Investments, LLC | 6,067,585 | $151.9M | 7.6% | NEW |
| WELLS FARGO & COMPANY/MN | 3,860,629 | $96.6M | 4.8% | — |
| Wealthfront Advisers LLC | 3,809,219 | $95.3M | 4.8% | TRIM -29.0% |
| Neuberger Berman Group LLC | 3,583,117 | $89.7M | 4.5% | — |
| Clark Capital Management Group, Inc. | 3,116,460 | $78.0M | 3.9% | — |
| BANK OF AMERICA CORP /DE/ | 3,057,315 | $76.5M | 3.8% | — |
| ENVESTNET ASSET MANAGEMENT INC | 2,717,476 | $68.0M | 3.4% | — |
| MORGAN STANLEY | 2,511,516 | $62.9M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | NEW | — | 6,067,585 | — | $151.9M |
| Wealthfront Advisers LLC | TRIM | 5,365,286 | 3,809,219 | -29.0% | $95.3M |
| Arax Advisory Partners | DOUBLED | 763 | 1,361,510 | +178341.7% | $34.1M |
| CAPSTONE INVESTMENT ADVISORS, LLC | NEW | — | 1,110,001 | — | $27.8M |
| Kestra Advisory Services, LLC | DOUBLED | 173,395 | 539,711 | +211.3% | $13.5M |
| Clearstead Advisors, LLC | DOUBLED | 350 | 329,510 | +94045.7% | $8.2M |
| NewEdge Advisors, LLC | ADD | 241,270 | 310,422 | +28.7% | $7.8M |
| Sumitomo Mitsui Trust Group, Inc. | TRIM | 415,000 | 300,000 | -27.7% | $7.5M |
| MML INVESTORS SERVICES, LLC | ADD | 151,194 | 208,769 | +38.1% | $5.2M |
| Private Advisor Group, LLC | DOUBLED | 96,962 | 199,700 | +106.0% | $5.0M |