Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 867,438 | $119.3M | 9.7% | — |
| MORGAN STANLEY | 825,868 | $113.6M | 9.2% | — |
| RAYMOND JAMES FINANCIAL INC | 594,078 | $81.7M | 6.6% | ADD +56.2% |
| Mariner, LLC | 591,038 | $81.3M | 6.6% | — |
| Cerity Partners LLC | 442,935 | $60.9M | 4.9% | — |
| AMERIPRISE FINANCIAL INC | 430,671 | $59.2M | 4.8% | ADD +28.1% |
| WELLS FARGO & COMPANY/MN | 378,299 | $52.0M | 4.2% | — |
| Pathstone Holdings, LLC | 363,428 | $50.0M | 4.0% | DOUBLED +660.1% |
| Savant Capital, LLC | 394,894 | $49.7M | 4.0% | — |
| JPMORGAN CHASE & CO | 361,491 | $49.4M | 4.0% | DOUBLED +185.4% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | ADD | 380,369 | 594,078 | +56.2% | $81.7M |
| MONETA GROUP INVESTMENT ADVISORS LLC | ADD | 258,983 | 338,693 | +30.8% | $46.6M |
| STIFEL FINANCIAL CORP | ADD | 72,612 | 93,215 | +28.4% | $12.8M |
| EP Wealth Advisors, LLC | DOUBLED | 36,082 | 82,629 | +129.0% | $11.4M |
| CAPTRUST FINANCIAL ADVISORS | TRIM | 122,335 | 71,829 | -41.3% | $9.9M |
| BLAIR WILLIAM & CO/IL | ADD | 35,817 | 56,442 | +57.6% | $7.8M |
| Bank of New York Mellon Corp | ADD | 22,425 | 30,925 | +37.9% | $4.3M |
| Clearstead Advisors, LLC | ADD | 18,275 | 25,493 | +39.5% | $3.5M |
| US BANCORP \DE\ | ADD | 3,333 | 5,921 | +77.6% | $814.4K |
| Cresset Asset Management, LLC | TRIM | 8,298 | 5,788 | -30.2% | $796.1K |