Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| TIAA Wealth Investment Management LLC | 0 | $0.00 | 0.0% | — |
| LPL Financial LLC | 54,077,529 | $1.5B | 29.8% | — |
| Financial Engines Advisors L.L.C. | 48,147,629 | $1.4B | 26.5% | — |
| MATHER GROUP, LLC. | 12,549,605 | $356.3M | 6.9% | — |
| ENVESTNET ASSET MANAGEMENT INC | 8,273,012 | $234.9M | 4.6% | ADD +27.2% |
| AMERIPRISE FINANCIAL INC | 7,552,607 | $214.3M | 4.2% | — |
| Merit Financial Group, LLC | 6,449,298 | $183.1M | 3.6% | — |
| OSAIC HOLDINGS, INC. | 5,678,176 | $161.2M | 3.1% | ADD +61.7% |
| OneDigital Investment Advisors LLC | 4,403,524 | $125.0M | 2.4% | DOUBLED +668.3% |
| ASSETMARK, INC | 3,616,394 | $102.7M | 2.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | DOUBLED | 626,692 | 1,256,446 | +100.5% | $35.7M |
| Envestnet Portfolio Solutions, Inc. | ADD | 986,785 | 1,244,488 | +26.1% | $35.3M |
| Integrated Wealth Concepts LLC | DOUBLED | 507,179 | 1,054,763 | +108.0% | $29.9M |
| Steward Partners Investment Advisory, LLC | DOUBLED | 19,831 | 733,668 | +3599.6% | $20.8M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 316,569 | 665,554 | +110.2% | $18.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 442,986 | 642,536 | +45.0% | $18.1M |
| Wealthspire Advisors, LLC | NEW | — | 497,936 | — | $14.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | NEW | — | 487,455 | — | $13.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | TRIM | 719,455 | 324,190 | -54.9% | $9.2M |
| MML INVESTORS SERVICES, LLC | ADD | 222,359 | 310,668 | +39.7% | $8.8M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026 | Chuck Fleischmann | R | HOUSE | BUY | $15,001 - $50,000 | SPDR Bloomberg Barclays Intermediate Term Treasury ETF | Aug 14, 2026(18d) |