Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 2,544,555 | $128.2M | 14.1% | — |
| Allspring Global Investments Holdings, LLC | 2,077,168 | $104.6M | 11.5% | DOUBLED +109.6% |
| MAI Capital Management | 1,274,393 | $64.2M | 7.1% | — |
| LPL Financial LLC | 1,186,359 | $59.8M | 6.6% | — |
| UBS Group AG | 1,136,737 | $57.3M | 6.3% | — |
| Bramshill Investments, LLC | 1,008,271 | $50.8M | 5.6% | — |
| ROYAL BANK OF CANADA | 855,934 | $43.1M | 4.8% | — |
| RAYMOND JAMES FINANCIAL INC | 824,298 | $41.5M | 4.6% | — |
| BANK OF AMERICA CORP /DE/ | 618,501 | $31.2M | 3.4% | — |
| AMERIPRISE FINANCIAL INC | 507,289 | $25.5M | 2.8% | TRIM -38.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | TRIM | 828,129 | 507,289 | -38.7% | $25.5M |
| Bank Julius Baer & Co. Ltd, Zurich | DOUBLED | 38,713 | 265,774 | +586.5% | $13.4M |
| MML INVESTORS SERVICES, LLC | ADD | 122,147 | 168,814 | +38.2% | $8.5M |
| LOOMIS SAYLES & CO L P | ADD | 112,759 | 161,697 | +43.4% | $8.1M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 56,781 | 72,626 | +27.9% | $3.7M |
| Kestra Advisory Services, LLC | DOUBLED | 6,076 | 59,872 | +885.4% | $3.0M |
| Quantinno Capital Management LP | TRIM | 100,826 | 57,188 | -43.3% | $2.9M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 80 | 50,000 | +62400.0% | $2.5M |
| Integrated Wealth Concepts LLC | ADD | 23,103 | 37,759 | +63.4% | $1.9M |
| ASSETMARK, INC | NEAR_EXIT | 108,916 | 21,070 | -80.7% | $1.1M |