Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| AE Wealth Management LLC | 8,870,794 | $433.5M | 25.3% | — |
| MORGAN STANLEY | 6,693,399 | $327.1M | 19.1% | — |
| BANK OF AMERICA CORP /DE/ | 4,872,823 | $238.1M | 13.9% | — |
| LPL Financial LLC | 4,012,624 | $196.1M | 11.5% | — |
| WELLS FARGO & COMPANY/MN | 2,934,337 | $143.4M | 8.4% | — |
| RAYMOND JAMES FINANCIAL INC | 2,173,203 | $106.2M | 6.2% | — |
| Private Advisor Group, LLC | 1,163,049 | $56.8M | 3.3% | — |
| ROYAL BANK OF CANADA | 694,400 | $33.9M | 2.0% | — |
| OSAIC HOLDINGS, INC. | 584,979 | $28.6M | 1.7% | ADD +28.3% |
| TRUIST FINANCIAL CORP | 302,199 | $14.8M | 0.9% | ADD +27.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | ADD | 456,113 | 584,979 | +28.3% | $28.6M |
| TRUIST FINANCIAL CORP | ADD | 237,042 | 302,199 | +27.5% | $14.8M |
| STIFEL FINANCIAL CORP | DOUBLED | 105,939 | 293,830 | +177.4% | $14.4M |
| Waverly Advisors, LLC | ADD | 190,952 | 241,835 | +26.6% | $11.8M |
| Kestra Advisory Services, LLC | TRIM | 325,735 | 225,284 | -30.8% | $11.0M |
| Creative Planning | ADD | 96,639 | 121,501 | +25.7% | $5.9M |
| Steward Partners Investment Advisory, LLC | ADD | 52,670 | 76,636 | +45.5% | $3.7M |
| MML INVESTORS SERVICES, LLC | ADD | 48,301 | 60,702 | +25.7% | $3.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 110,569 | 34,974 | -68.4% | $1.7M |
| Orion Porfolio Solutions, LLC | ADD | 22,870 | 33,010 | +44.3% | $1.6M |