Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 79,080,073 | $6.2B | 36.8% | — |
| MORGAN STANLEY | 23,315,686 | $1.8B | 10.9% | — |
| PRUDENTIAL PLC | 11,709,337 | $925.4M | 5.5% | — |
| ENVESTNET ASSET MANAGEMENT INC | 8,215,438 | $649.3M | 3.8% | — |
| WELLS FARGO & COMPANY/MN | 8,051,110 | $636.3M | 3.8% | — |
| UBS Group AG | 6,357,167 | $502.4M | 3.0% | — |
| ROYAL BANK OF CANADA | 5,730,032 | $452.8M | 2.7% | — |
| RAYMOND JAMES FINANCIAL INC | 4,257,929 | $336.5M | 2.0% | — |
| LPL Financial LLC | 3,868,237 | $305.7M | 1.8% | — |
| Sequoia Financial Advisors, LLC | 3,671,995 | $290.2M | 1.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | TRIM | 4,742,634 | 2,283,720 | -51.8% | $180.5M |
| JPMORGAN CHASE & CO | ADD | 1,294,527 | 1,948,411 | +50.5% | $154.2M |
| Allianz Asset Management GmbH | NEW | — | 1,307,706 | — | $103.3M |
| PRINCIPAL FINANCIAL GROUP INC | ADD | 642,411 | 952,411 | +48.3% | $75.3M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 588,766 | 798,921 | +35.7% | $63.1M |
| FIFTH THIRD BANCORP | ADD | 262,280 | 486,211 | +85.4% | $38.4M |
| Kestra Advisory Services, LLC | DOUBLED | 178,643 | 467,983 | +162.0% | $37.0M |
| ASSETMARK, INC | DOUBLED | 30,281 | 463,040 | +1429.1% | $36.6M |
| Waverly Advisors, LLC | ADD | 348,479 | 442,728 | +27.0% | $35.0M |
| BANK OF NOVA SCOTIA | TRIM | 685,785 | 315,425 | -54.0% | $25.1M |