Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 201,617,733 | $14.4B | 13.9% | — |
| Creative Planning | 116,981,979 | $8.3B | 8.1% | — |
| ENVESTNET ASSET MANAGEMENT INC | 88,111,242 | $6.3B | 6.1% | — |
| MORGAN STANLEY | 73,490,701 | $5.2B | 5.1% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 66,823,471 | $4.8B | 4.6% | — |
| Wealthfront Advisers LLC | 58,220,511 | $4.1B | 4.0% | — |
| WELLS FARGO & COMPANY/MN | 57,998,723 | $4.1B | 4.0% | — |
| JONES FINANCIAL COMPANIES LLLP | 56,820,243 | $4.0B | 3.9% | — |
| NORTHERN TRUST CORP | 53,763,923 | $3.8B | 3.7% | — |
| ROYAL BANK OF CANADA | 46,391,963 | $3.3B | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Focus Partners Wealth | ADD | 8,287,534 | 11,918,550 | +43.8% | $849.2M |
| MAI Capital Management | ADD | 4,624,277 | 7,043,460 | +52.3% | $501.8M |
| BANK OF MONTREAL /CAN/ | TRIM | 4,719,883 | 3,097,927 | -34.4% | $220.7M |
| &PARTNERS | ADD | 1,321,214 | 1,916,431 | +45.1% | $136.5M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | ADD | 1,139,233 | 1,446,949 | +27.0% | $103.1M |
| EXCHANGE TRADED CONCEPTS, LLC | ADD | 906,112 | 1,137,280 | +25.5% | $81.0M |
| Sanctuary Advisors, LLC | ADD | 768,573 | 1,008,618 | +31.2% | $71.9M |
| Arax Advisory Partners | ADD | 540,191 | 961,454 | +78.0% | $68.5M |
| Clearstead Advisors, LLC | TRIM | 1,559,457 | 955,762 | -38.7% | $68.1M |
| NATIONAL BANK OF CANADA /FI/ | TRIM | 2,172,361 | 943,131 | -56.6% | $67.2M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 27, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Vanguard FTSE Developed Markets ETF | Jun 16, 2026(21d) |
| Mar 19, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Vanguard FTSE Developed Markets ETF | Apr 14, 2026(27d) |
| Nov 21, 2025 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Vanguard FTSE Developed Markets ETF | Aug 24, 2026(277d) |