Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 8,482,761 | $3.1B | 30.3% | — |
| MORGAN STANLEY | 2,007,340 | $734.1M | 7.2% | — |
| ASSETMARK, INC | 1,608,348 | $588.2M | 5.8% | — |
| EP Wealth Advisors, LLC | 1,020,017 | $373.0M | 3.6% | ADD +26.3% |
| SEI INVESTMENTS CO | 982,654 | $359.4M | 3.5% | — |
| LPL Financial LLC | 915,761 | $334.9M | 3.3% | — |
| WELLS FARGO & COMPANY/MN | 825,425 | $301.9M | 3.0% | — |
| UBS Group AG | 765,614 | $280.0M | 2.7% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 679,026 | $248.3M | 2.4% | — |
| MATHER GROUP, LLC. | 648,466 | $237.1M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | ADD | 807,814 | 1,020,017 | +26.3% | $373.0M |
| Pathstone Holdings, LLC | DOUBLED | 140,744 | 456,269 | +224.2% | $166.9M |
| Corient Private Wealth LP | TRIM | 1,031,328 | 406,755 | -60.6% | $148.7M |
| Arax Advisory Partners | ADD | 47,625 | 93,475 | +96.3% | $34.2M |
| Steward Partners Investment Advisory, LLC | TRIM | 88,509 | 65,040 | -26.5% | $23.8M |
| Private Advisor Group, LLC | TRIM | 93,386 | 47,366 | -49.3% | $17.3M |
| &PARTNERS | ADD | 29,901 | 43,589 | +45.8% | $15.9M |
| Quantinno Capital Management LP | ADD | 24,385 | 33,773 | +38.5% | $12.4M |
| BROWN ADVISORY INC | ADD | 23,017 | 30,110 | +30.8% | $11.0M |
| Vestmark Advisory Solutions, Inc. | DOUBLED | 9,484 | 24,502 | +158.4% | $9.0M |