Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Creative Planning | 21,397,101 | $1.1B | 13.5% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18,828,888 | $975.0M | 11.8% | — |
| LPL Financial LLC | 17,883,639 | $926.0M | 11.2% | — |
| GOLDMAN SACHS GROUP INC | 11,142,176 | $576.9M | 7.0% | ADD +73.5% |
| MORGAN STANLEY | 9,425,063 | $488.0M | 5.9% | ADD +28.3% |
| Allworth Financial LP | 7,221,745 | $373.9M | 4.5% | — |
| ENVESTNET ASSET MANAGEMENT INC | 7,088,993 | $367.1M | 4.5% | ADD +39.4% |
| STATE STREET CORP | 5,231,398 | $270.9M | 3.3% | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4,126,010 | $213.6M | 2.6% | — |
| Financial Engines Advisors L.L.C. | 3,892,454 | $201.6M | 2.4% | NEAR_EXIT -76.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 6,422,921 | 11,142,176 | +73.5% | $576.9M |
| Financial Engines Advisors L.L.C. | NEAR_EXIT | 16,822,188 | 3,892,454 | -76.9% | $201.6M |
| Integrated Wealth Concepts LLC | ADD | 790,812 | 1,406,955 | +77.9% | $72.9M |
| Mariner, LLC | TRIM | 1,898,596 | 1,258,087 | -33.7% | $65.1M |
| MML INVESTORS SERVICES, LLC | ADD | 675,885 | 1,002,068 | +48.3% | $51.9M |
| NewEdge Advisors, LLC | ADD | 675,090 | 879,360 | +30.3% | $45.5M |
| BlackRock, Inc. | ADD | 343,208 | 438,923 | +27.9% | $22.7M |
| Arax Advisory Partners | ADD | 191,173 | 310,211 | +62.3% | $16.1M |
| EP Wealth Advisors, LLC | DOUBLED | 105,030 | 278,716 | +165.4% | $14.4M |
| Kestra Advisory Services, LLC | DOUBLED | 113,424 | 275,902 | +143.2% | $14.3M |