Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 19,652,832 | $2.0B | 25.7% | — |
| BANK OF AMERICA CORP /DE/ | 7,056,628 | $708.1M | 9.2% | — |
| LPL Financial LLC | 6,711,248 | $673.5M | 8.8% | — |
| BlackRock, Inc. | 4,710,306 | $472.7M | 6.2% | — |
| MORGAN STANLEY | 3,540,643 | $355.3M | 4.6% | — |
| JPMORGAN CHASE & CO | 3,490,075 | $353.6M | 4.6% | — |
| TRUIST FINANCIAL CORP | 3,002,613 | $301.3M | 3.9% | DOUBLED +176.7% |
| AMERIPRISE FINANCIAL INC | 2,455,071 | $246.0M | 3.2% | TRIM -25.3% |
| ASSETMARK, INC | 2,446,904 | $245.5M | 3.2% | — |
| Envestnet Portfolio Solutions, Inc. | 2,288,353 | $229.6M | 3.0% | ADD +32.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | DOUBLED | 1,085,184 | 3,002,613 | +176.7% | $301.3M |
| MATHER GROUP, LLC. | DOUBLED | 409 | 1,537,777 | +375884.6% | $154.3M |
| BENJAMIN EDWARDS INC | ADD | 506,333 | 836,231 | +65.2% | $83.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 313,418 | 497,357 | +58.7% | $49.9M |
| US BANCORP \DE\ | TRIM | 491,441 | 277,047 | -43.6% | $27.8M |
| Banco Santander, S.A. | NEW | — | 263,210 | — | $26.4M |
| Rockefeller Capital Management L.P. | ADD | 176,965 | 236,696 | +33.8% | $23.8M |
| &PARTNERS | ADD | 123,564 | 170,479 | +38.0% | $17.1M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | ADD | 83,496 | 124,705 | +49.4% | $12.5M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 32,493 | 104,929 | +222.9% | $10.5M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026 | Chuck Fleischmann | R | HOUSE | SELL | $15,001 - $50,000 | iShares 10-20 Year Treasury Bond ETF | Aug 14, 2026(18d) |
| May 27, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | iShares 10-20 Year Treasury Bond ETF | Jun 16, 2026(21d) |
| Feb 6, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | iShares 10-20 Year Treasury Bond ETF | Mar 6, 2026(29d) |
| Jan 28, 2026 | Charles Fleischmann | R | HOUSE | BUY | $1,001 - $15,000 | iShares 10-20 Year Treasury Bond ETF | Feb 10, 2026(14d) |