Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 40,632,371 | $4.8B | 19.4% | — |
| Financial Engines Advisors L.L.C. | 16,355,720 | $1.9B | 7.8% | — |
| GOLDMAN SACHS GROUP INC | 15,917,623 | $1.9B | 7.6% | — |
| AMERIPRISE FINANCIAL INC | 10,803,596 | $1.3B | 5.2% | — |
| Allworth Financial LP | 10,545,678 | $1.3B | 5.0% | — |
| BANK OF AMERICA CORP /DE/ | 10,387,210 | $1.2B | 5.0% | DOUBLED +231.8% |
| MORGAN STANLEY | 9,569,500 | $1.1B | 4.6% | TRIM -41.2% |
| ENVESTNET ASSET MANAGEMENT INC | 9,489,431 | $1.1B | 4.5% | — |
| JPMORGAN CHASE & CO | 5,588,841 | $656.2M | 2.6% | — |
| Equitable Holdings, Inc. | 4,531,390 | $536.0M | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 3,130,556 | 10,387,210 | +231.8% | $1.2B |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | NEW | — | 3,158,745 | — | $375.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 1,389,460 | 2,295,436 | +65.2% | $273.1M |
| Integrated Wealth Concepts LLC | ADD | 1,073,283 | 1,565,016 | +45.8% | $186.2M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 930,138 | 1,573,727 | +69.2% | $180.5M |
| Mariner, LLC | TRIM | 1,365,582 | 836,240 | -38.8% | $99.5M |
| Wealthspire Advisors, LLC | DOUBLED | 102,633 | 380,113 | +270.4% | $45.2M |
| Clark Capital Management Group, Inc. | DOUBLED | 5,426 | 298,651 | +5404.1% | $35.5M |
| Mirae Asset Global Investments Co., Ltd. | DOUBLED | 20,160 | 212,874 | +955.9% | $25.3M |
| Orion Porfolio Solutions, LLC | DOUBLED | 19,566 | 144,128 | +636.6% | $17.1M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026 | Chuck Fleischmann | R | HOUSE | SELL | $1,001 - $15,000 | SPDR Portfolio S&P 500 Growth ETF | Aug 14, 2026(18d) |
| Apr 28, 2026 | Chuck Fleischmann | R | HOUSE | BUY | $1,001 - $15,000 | SPDR Portfolio S&P 500 Growth ETF | May 13, 2026(16d) |