Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 82,942,783 | $5.0B | 26.2% | — |
| LPL Financial LLC | 52,010,628 | $3.2B | 16.4% | — |
| GOLDMAN SACHS GROUP INC | 23,183,404 | $1.4B | 7.3% | — |
| Allworth Financial LP | 18,476,358 | $1.1B | 5.8% | — |
| BANK OF AMERICA CORP /DE/ | 17,485,355 | $1.1B | 5.5% | DOUBLED +141.7% |
| MORGAN STANLEY | 9,712,590 | $590.4M | 3.1% | TRIM -52.5% |
| AMERIPRISE FINANCIAL INC | 7,578,412 | $460.7M | 2.4% | — |
| RAYMOND JAMES FINANCIAL INC | 6,984,307 | $424.6M | 2.2% | — |
| JPMORGAN CHASE & CO | 6,598,736 | $401.2M | 2.1% | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6,312,030 | $383.7M | 2.0% | DOUBLED +1807.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 7,235,309 | 17,485,355 | +141.7% | $1.1B |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 330,844 | 6,312,030 | +1807.9% | $383.7M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 1,477,537 | 2,368,033 | +60.3% | $143.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 1,684,483 | 2,167,693 | +28.7% | $131.8M |
| Integrated Wealth Concepts LLC | ADD | 1,482,888 | 2,036,379 | +37.3% | $123.8M |
| Mariner, LLC | TRIM | 2,094,975 | 1,564,264 | -25.3% | $95.1M |
| PRUDENTIAL FINANCIAL INC | ADD | 525,791 | 904,959 | +72.1% | $55.0M |
| Corient Private Wealth LP | TRIM | 1,033,446 | 770,094 | -25.5% | $46.8M |
| Kestra Advisory Services, LLC | ADD | 274,086 | 382,760 | +39.6% | $23.3M |
| HSBC HOLDINGS PLC | ADD | 243,536 | 361,666 | +48.5% | $22.0M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Chuck Fleischmann | R | HOUSE | BUY | $1,001 - $15,000 | SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF | May 13, 2026(16d) |
| Jan 28, 2026 | Charles Fleischmann | R | HOUSE | BUY | $1,001 - $15,000 | SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF | Feb 10, 2026(14d) |