Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Creative Planning | 144,440,101 | $7.3B | 34.2% | — |
| Financial Engines Advisors L.L.C. | 52,021,601 | $2.6B | 12.3% | — |
| LPL Financial LLC | 39,005,504 | $2.0B | 9.2% | — |
| Allworth Financial LP | 22,428,705 | $1.1B | 5.3% | — |
| MORGAN STANLEY | 13,725,633 | $691.6M | 3.2% | ADD +38.3% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 12,172,046 | $613.3M | 2.9% | — |
| JANE STREET GROUP, LLC | 10,756,324 | $542.0M | 2.5% | DOUBLED +12238.3% |
| UBS Group AG | 8,899,190 | $448.4M | 2.1% | — |
| ENVESTNET ASSET MANAGEMENT INC | 8,373,691 | $422.0M | 2.0% | — |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 6,213,429 | $313.1M | 1.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STATE STREET CORP | TRIM | 7,886,187 | 4,485,803 | -43.1% | $226.0M |
| TRUIST FINANCIAL CORP | ADD | 2,929,518 | 3,826,033 | +30.6% | $192.8M |
| MML INVESTORS SERVICES, LLC | ADD | 2,154,387 | 3,308,992 | +53.6% | $166.7M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | ADD | 2,352,670 | 3,216,783 | +36.7% | $162.1M |
| EXCHANGE TRADED CONCEPTS, LLC | ADD | 1,912,258 | 2,400,450 | +25.5% | $121.0M |
| BlackRock, Inc. | ADD | 1,218,725 | 1,755,077 | +44.0% | $88.4M |
| Integrated Wealth Concepts LLC | ADD | 1,180,997 | 1,722,880 | +45.9% | $86.8M |
| Kestra Advisory Services, LLC | DOUBLED | 407,110 | 1,520,931 | +273.6% | $76.6M |
| Tidal Investments LLC | NEW | — | 837,833 | — | $42.2M |
| Wealthspire Advisors, LLC | DOUBLED | 10,254 | 668,986 | +6424.1% | $33.7M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Chuck Fleischmann | R | HOUSE | SELL | $1,001 - $15,000 | SPDR Portfolio Developed World ex-US ETF | May 13, 2026(16d) |