Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 13,679,532 | $3.3B | 26.7% | — |
| ASSETMARK, INC | 4,872,925 | $1.2B | 9.5% | — |
| MORGAN STANLEY | 3,863,641 | $938.8M | 7.5% | — |
| WELLS FARGO & COMPANY/MN | 1,676,389 | $407.3M | 3.3% | — |
| ENVESTNET ASSET MANAGEMENT INC | 1,593,329 | $387.2M | 3.1% | — |
| LPL Financial LLC | 1,544,049 | $375.2M | 3.0% | — |
| SEI INVESTMENTS CO | 1,515,431 | $368.2M | 3.0% | — |
| UBS Group AG | 1,466,671 | $356.4M | 2.9% | — |
| CAPTRUST FINANCIAL ADVISORS | 1,294,112 | $314.5M | 2.5% | — |
| Cetera Investment Advisers | 1,201,689 | $292.0M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | DOUBLED | 157,156 | 639,128 | +306.7% | $155.3M |
| Corient Private Wealth LP | TRIM | 339,841 | 210,635 | -38.0% | $51.2M |
| TRUIST FINANCIAL CORP | TRIM | 248,140 | 170,343 | -31.4% | $41.4M |
| Private Advisor Group, LLC | TRIM | 101,730 | 51,111 | -49.8% | $12.4M |
| Vestmark Advisory Solutions, Inc. | TRIM | 70,237 | 40,611 | -42.2% | $9.9M |
| Boston Partners | DOUBLED | 3,387 | 29,901 | +782.8% | $7.3M |
| BlackRock, Inc. | ADD | 19,800 | 24,814 | +25.3% | $6.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 9,527 | 22,913 | +140.5% | $5.6M |
| IEQ CAPITAL, LLC | TRIM | 27,831 | 20,112 | -27.7% | $4.9M |
| Empowered Funds, LLC | ADD | 7,866 | 10,029 | +27.5% | $2.4M |