Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 88,414,545 | $5.2B | 23.2% | ADD +61.6% |
| JPMORGAN CHASE & CO | 78,539,160 | $4.6B | 20.6% | — |
| Empower Advisory Group, LLC | 25,562,812 | $1.5B | 6.7% | — |
| MORGAN STANLEY | 23,677,846 | $1.4B | 6.2% | — |
| Creative Planning | 21,003,636 | $1.2B | 5.5% | — |
| SCS Capital Management LLC | 20,007,805 | $1.2B | 5.2% | — |
| Focus Partners Wealth | 15,151,246 | $893.6M | 4.0% | — |
| UBS Group AG | 14,305,631 | $843.7M | 3.7% | ADD +40.4% |
| ALLIANCEBERNSTEIN L.P. | 9,900,000 | $589.5M | 2.6% | DOUBLED +169624.0% |
| Focus Partners Advisor Solutions, LLC | 9,601,130 | $566.3M | 2.5% | DOUBLED +335.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | ADD | 10,185,848 | 14,305,631 | +40.4% | $843.7M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 5,833 | 9,900,000 | +169624.0% | $589.5M |
| Corient Private Wealth LP | TRIM | 4,203,414 | 2,546,562 | -39.4% | $150.6M |
| CITIGROUP INC | TRIM | 1,511,763 | 911,958 | -39.7% | $53.8M |
| MAI Capital Management | ADD | 296,179 | 575,908 | +94.4% | $34.0M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | ADD | 389,278 | 490,490 | +26.0% | $28.9M |
| EP Wealth Advisors, LLC | DOUBLED | 37,056 | 482,241 | +1201.4% | $28.4M |
| MML INVESTORS SERVICES, LLC | ADD | 171,179 | 229,545 | +34.1% | $13.5M |
| FIFTH THIRD BANCORP | TRIM | 391,345 | 228,956 | -41.5% | $13.5M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 96,000 | 165,000 | +71.9% | $9.7M |