Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| EP Wealth Advisors, LLC | 8,253,048 | $770.7M | 24.2% | — |
| MORGAN STANLEY | 5,664,422 | $528.9M | 16.6% | — |
| BANK OF AMERICA CORP /DE/ | 3,327,511 | $310.7M | 9.8% | — |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,255,097 | $210.6M | 6.6% | — |
| JONES FINANCIAL COMPANIES LLLP | 1,840,928 | $171.2M | 5.4% | — |
| WELLS FARGO & COMPANY/MN | 1,396,128 | $130.4M | 4.1% | — |
| LPL Financial LLC | 1,034,548 | $96.6M | 3.0% | — |
| Bank of New York Mellon Corp | 1,002,671 | $93.6M | 2.9% | TRIM -42.1% |
| ENVESTNET ASSET MANAGEMENT INC | 826,631 | $77.2M | 2.4% | — |
| RAYMOND JAMES FINANCIAL INC | 772,641 | $72.1M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| SCS Capital Management LLC | TRIM | 642,938 | 453,606 | -29.4% | $42.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 154,232 | 247,488 | +60.5% | $23.3M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 72,903 | 213,810 | +193.3% | $20.0M |
| OSAIC HOLDINGS, INC. | ADD | 149,611 | 188,295 | +25.9% | $17.6M |
| JANE STREET GROUP, LLC | NEAR_EXIT | 800,110 | 138,686 | -82.7% | $13.0M |
| Cresset Asset Management, LLC | TRIM | 336,117 | 108,402 | -67.7% | $10.1M |
| Integrated Wealth Concepts LLC | ADD | 37,346 | 58,682 | +57.1% | $5.5M |
| Gotham Asset Management, LLC | TRIM | 78,691 | 46,941 | -40.3% | $4.4M |
| FMR LLC | ADD | 28,770 | 39,901 | +38.7% | $3.7M |
| Private Advisor Group, LLC | NEAR_EXIT | 184,951 | 35,890 | -80.6% | $3.4M |