Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 58,146,645 | $1.9B | 36.3% | — |
| ENVESTNET ASSET MANAGEMENT INC | 12,100,501 | $404.9M | 7.6% | — |
| MORGAN STANLEY | 11,540,116 | $386.1M | 7.2% | DOUBLED +117.2% |
| Creative Planning | 7,674,046 | $256.8M | 4.8% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,483,543 | $250.4M | 4.7% | TRIM -60.9% |
| D.A. DAVIDSON & CO. | 6,668,535 | $223.1M | 4.2% | — |
| Waverly Advisors, LLC | 5,749,007 | $192.4M | 3.6% | — |
| ASSETMARK, INC | 5,299,220 | $177.3M | 3.3% | — |
| WELLS FARGO & COMPANY/MN | 5,284,688 | $176.8M | 3.3% | — |
| RAYMOND JAMES FINANCIAL INC | 5,281,512 | $176.7M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 5,312,528 | 11,540,116 | +117.2% | $386.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 19,130,340 | 7,483,543 | -60.9% | $250.4M |
| State of New Jersey Common Pension Fund D | ADD | 1,355,766 | 2,255,766 | +66.4% | $75.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 114,836 | 1,233,608 | +974.2% | $41.3M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 141,300 | 628,500 | +344.8% | $21.0M |
| MML INVESTORS SERVICES, LLC | ADD | 361,140 | 473,606 | +31.1% | $15.8M |
| &PARTNERS | DOUBLED | 189,360 | 444,123 | +134.5% | $14.9M |
| Bank of New York Mellon Corp | ADD | 340,603 | 430,914 | +26.5% | $14.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 233,100 | 403,564 | +73.1% | $13.5M |
| STATE STREET CORP | NEAR_EXIT | 2,621,127 | 387,515 | -85.2% | $13.0M |