Inst. Holders
50 funds
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 169,823,143 | $14.6B | 20.0% | ADD +53.4% |
| JPMORGAN CHASE & CO | 67,717,904 | $5.9B | 8.1% | DOUBLED +717.7% |
| USS Investment Management Ltd | 66,398,232 | $5.8B | 8.0% | — |
| LPL Financial LLC | 63,355,614 | $5.6B | 7.7% | — |
| BANK OF AMERICA CORP /DE/ | 54,715,109 | $4.8B | 6.6% | ADD +51.3% |
| MARSHALL WACE, LLP | 46,869,324 | $4.1B | 5.7% | NEW |
| Allianz Asset Management GmbH | 46,223,571 | $4.1B | 5.6% | DOUBLED +133.0% |
| Creative Planning | 35,366,422 | $3.1B | 4.3% | — |
| ENVESTNET ASSET MANAGEMENT INC | 22,699,990 | $2.0B | 2.7% | — |
| Walleye Capital LLC | 20,509,091 | $1.8B | 2.5% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | ADD | 110,682,000 | 169,823,143 | +53.4% | $14.6B |
| BANK OF AMERICA CORP /DE/ | ADD | 36,172,901 | 54,715,109 | +51.3% | $4.8B |
| Allianz Asset Management GmbH | DOUBLED | 19,841,003 | 46,223,571 | +133.0% | $4.1B |
| Walleye Capital LLC | NEW | — | 20,509,091 | — | $1.8B |
| GOLDMAN SACHS GROUP INC | DOUBLED | 8,882,959 | 20,075,136 | +126.0% | $1.8B |
| OneDigital Investment Advisors LLC | ADD | 7,148,887 | 10,309,495 | +44.2% | $906.0M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 4,044,072 | 9,061,484 | +124.1% | $796.3M |
| ROYAL BANK OF CANADA | DOUBLED | 3,015,193 | 8,500,233 | +181.9% | $747.0M |
| Wealthspire Advisors, LLC | DOUBLED | 751,451 | 5,799,266 | +671.7% | $509.6M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 290,482 | 5,606,004 | +1829.9% | $492.7M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 20, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | TRADR 2X LONG SPY MNTHLY ETF | Sep 11, 2026(23d) |
| Jul 23, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | TRADR 2X LONG SPY MNTHLY ETF | Aug 17, 2026(26d) |
| Jul 2, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | TRADR 2X LONG SPY MNTHLY ETF | Aug 17, 2026(47d) |
| May 27, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | TRADR 2X LONG SPY MNTHLY ETF | Jun 16, 2026(21d) |
| Mar 20, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | TRADR 2X LONG SPY MNTHLY ETF | Apr 14, 2026(26d) |