Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 8,300,927 | $753.6M | 19.5% | — |
| ASSETMARK, INC | 5,507,994 | $500.1M | 12.9% | ADD +97.8% |
| Creative Planning | 4,244,480 | $385.4M | 10.0% | ADD +28.7% |
| Tidal Investments LLC | 2,938,215 | $266.8M | 6.9% | NEW |
| Private Advisor Group, LLC | 2,629,977 | $238.8M | 6.2% | — |
| MORGAN STANLEY | 1,568,833 | $142.4M | 3.7% | — |
| OSAIC HOLDINGS, INC. | 1,540,424 | $139.9M | 3.6% | — |
| AMERIPRISE FINANCIAL INC | 1,498,663 | $135.9M | 3.5% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,430,952 | $131.1M | 3.4% | TRIM -27.7% |
| Allworth Financial LP | 1,047,443 | $95.1M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STATE OF MICHIGAN RETIREMENT SYSTEM | NEW | — | 565,479 | — | $51.3M |
| Wealthspire Advisors, LLC | NEW | — | 483,994 | — | $43.9M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 77,472 | 120,501 | +55.5% | $10.7M |
| Integrated Wealth Concepts LLC | ADD | 56,115 | 86,759 | +54.6% | $7.9M |
| Orion Porfolio Solutions, LLC | DOUBLED | 4,641 | 66,137 | +1325.1% | $6.0M |
| Mariner, LLC | NEAR_EXIT | 261,458 | 59,165 | -77.4% | $5.4M |
| BlackRock, Inc. | DOUBLED | 18,388 | 42,092 | +128.9% | $3.8M |
| JANE STREET GROUP, LLC | NEAR_EXIT | 100,770 | 17,975 | -82.2% | $1.6M |
| Arax Advisory Partners | DOUBLED | 5,762 | 17,213 | +198.7% | $1.6M |
| TUDOR INVESTMENT CORP ET AL | NEAR_EXIT | 35,602 | 5,051 | -85.8% | $458.6K |