Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 196,882,687 | $4.4B | 77.8% | — |
| LPL Financial LLC | 22,418,421 | $500.2M | 8.9% | — |
| STIFEL FINANCIAL CORP | 5,892,272 | $131.5M | 2.3% | TRIM -25.1% |
| BENJAMIN EDWARDS INC | 4,813,580 | $107.4M | 1.9% | TRIM -25.1% |
| AMERIPRISE FINANCIAL INC | 3,577,787 | $79.8M | 1.4% | — |
| BANK OF AMERICA CORP /DE/ | 2,245,455 | $50.1M | 0.9% | — |
| ASSETMARK, INC | 1,962,264 | $43.8M | 0.8% | — |
| GOLDMAN SACHS GROUP INC | 1,942,502 | $43.3M | 0.8% | DOUBLED +1484.3% |
| MORGAN STANLEY | 1,907,212 | $42.5M | 0.8% | — |
| JPMORGAN CHASE & CO | 1,507,711 | $33.8M | 0.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | TRIM | 7,861,710 | 5,892,272 | -25.1% | $131.5M |
| BENJAMIN EDWARDS INC | TRIM | 6,426,504 | 4,813,580 | -25.1% | $107.4M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 122,607 | 1,942,502 | +1484.3% | $43.3M |
| CITADEL ADVISORS LLC | NEW | — | 1,438,482 | — | $32.1M |
| Private Advisor Group, LLC | ADD | 553,135 | 713,679 | +29.0% | $15.9M |
| Equitable Holdings, Inc. | ADD | 436,553 | 581,145 | +33.1% | $13.0M |
| Integrated Wealth Concepts LLC | ADD | 206,116 | 381,746 | +85.2% | $8.5M |
| Waverly Advisors, LLC | ADD | 210,632 | 286,215 | +35.9% | $6.4M |
| FIFTH THIRD BANCORP | TRIM | 57,245 | 38,445 | -32.8% | $857.7K |
| RAYMOND JAMES FINANCIAL INC | TRIM | 123,948 | 36,899 | -70.2% | $823.2K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Chuck Fleischmann | R | HOUSE | SELL | $1,001 - $15,000 | STATE STREET SPDR MOT BKD BD | May 13, 2026(16d) |
| Jan 28, 2026 | Charles Fleischmann | R | HOUSE | BUY | $1,001 - $15,000 | STATE STREET SPDR MOT BKD BD | Feb 10, 2026(14d) |