Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 58,928,194 | $2.8B | 26.3% | — |
| ENVESTNET ASSET MANAGEMENT INC | 28,250,812 | $1.3B | 12.6% | — |
| JPMORGAN CHASE & CO | 26,485,779 | $1.2B | 11.9% | — |
| Bank of New York Mellon Corp | 10,605,591 | $496.4M | 4.7% | — |
| STIFEL FINANCIAL CORP | 10,216,170 | $478.2M | 4.6% | — |
| WELLS FARGO & COMPANY/MN | 9,746,512 | $456.2M | 4.3% | — |
| ASSETMARK, INC | 8,804,599 | $412.1M | 3.9% | — |
| MATHER GROUP, LLC. | 8,499,381 | $397.9M | 3.8% | — |
| RAYMOND JAMES FINANCIAL INC | 6,905,111 | $323.2M | 3.1% | — |
| LPL Financial LLC | 6,295,640 | $294.7M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | DOUBLED | 237,203 | 2,166,152 | +813.2% | $101.4M |
| EP Wealth Advisors, LLC | DOUBLED | 393,471 | 1,148,037 | +191.8% | $53.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | TRIM | 516,550 | 385,450 | -25.4% | $18.0M |
| FEDERATED HERMES, INC. | TRIM | 565,320 | 338,547 | -40.1% | $15.8M |
| Allspring Global Investments Holdings, LLC | ADD | 206,517 | 291,033 | +40.9% | $13.6M |
| &PARTNERS | ADD | 182,942 | 234,343 | +28.1% | $11.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | DOUBLED | 68,706 | 184,300 | +168.2% | $8.6M |
| Lido Advisors, LLC | TRIM | 359,916 | 145,611 | -59.5% | $6.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | NEAR_EXIT | 668,491 | 141,706 | -78.8% | $6.6M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | TRIM | 381,666 | 116,908 | -69.4% | $5.5M |