Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 44,245,089 | $4.5B | 59.4% | — |
| LPL Financial LLC | 4,133,408 | $422.3M | 5.5% | ADD +32.3% |
| MORGAN STANLEY | 2,250,138 | $229.9M | 3.0% | ADD +26.0% |
| ENVESTNET ASSET MANAGEMENT INC | 1,995,879 | $203.9M | 2.7% | ADD +77.4% |
| BANK OF AMERICA CORP /DE/ | 1,553,079 | $158.7M | 2.1% | — |
| Cetera Investment Advisers | 1,437,435 | $146.8M | 1.9% | DOUBLED +216.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,213,731 | $124.0M | 1.6% | — |
| Farther Finance Advisors, LLC | 1,118,491 | $114.3M | 1.5% | — |
| AMERIPRISE FINANCIAL INC | 1,108,855 | $113.2M | 1.5% | — |
| JPMORGAN CHASE & CO | 1,086,681 | $111.1M | 1.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LPL Financial LLC | ADD | 3,123,669 | 4,133,408 | +32.3% | $422.3M |
| MORGAN STANLEY | ADD | 1,785,559 | 2,250,138 | +26.0% | $229.9M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 1,125,270 | 1,995,879 | +77.4% | $203.9M |
| Cetera Investment Advisers | DOUBLED | 453,628 | 1,437,435 | +216.9% | $146.8M |
| MERCER GLOBAL ADVISORS INC /ADV | DOUBLED | 429,384 | 860,000 | +100.3% | $87.9M |
| MAI Capital Management | DOUBLED | 235,506 | 494,193 | +109.8% | $50.5M |
| NewEdge Advisors, LLC | ADD | 285,672 | 470,685 | +64.8% | $48.1M |
| ROYAL BANK OF CANADA | ADD | 231,665 | 340,403 | +46.9% | $34.8M |
| Kestra Advisory Services, LLC | DOUBLED | 76,564 | 326,147 | +326.0% | $33.3M |
| Mirae Asset Global Investments Co., Ltd. | DOUBLED | 44,500 | 315,658 | +609.3% | $32.2M |