Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 21,579,198 | $6.5B | 21.7% | — |
| MORGAN STANLEY | 8,094,439 | $2.5B | 8.1% | — |
| WELLS FARGO & COMPANY/MN | 5,112,663 | $1.5B | 5.1% | — |
| UBS Group AG | 4,139,634 | $1.3B | 4.2% | — |
| ENVESTNET ASSET MANAGEMENT INC | 3,935,022 | $1.2B | 4.0% | — |
| MERCER GLOBAL ADVISORS INC /ADV | 3,420,614 | $1.0B | 3.4% | — |
| LPL Financial LLC | 3,301,516 | $1.0B | 3.3% | — |
| CAPTRUST FINANCIAL ADVISORS | 2,914,921 | $883.6M | 2.9% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,813,902 | $852.9M | 2.8% | — |
| JONES FINANCIAL COMPANIES LLLP | 2,634,215 | $789.2M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,191,150 | 787,375 | -33.9% | $238.7M |
| ASSETMARK, INC | DOUBLED | 243,103 | 709,612 | +191.9% | $215.1M |
| Kestra Advisory Services, LLC | ADD | 279,931 | 410,869 | +46.8% | $124.5M |
| Corient Private Wealth LP | TRIM | 548,068 | 407,068 | -25.7% | $123.4M |
| Private Advisor Group, LLC | TRIM | 367,376 | 237,908 | -35.2% | $72.1M |
| Integrated Wealth Concepts LLC | DOUBLED | 112,000 | 237,840 | +112.4% | $72.1M |
| Sanctuary Advisors, LLC | ADD | 165,610 | 236,909 | +43.1% | $71.8M |
| Beacon Pointe Advisors, LLC | ADD | 160,136 | 225,077 | +40.6% | $68.2M |
| First Command Advisory Services, Inc. | TRIM | 195,207 | 125,748 | -35.6% | $38.1M |
| Steward Partners Investment Advisory, LLC | ADD | 94,388 | 119,902 | +27.0% | $36.3M |