Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Empower Advisory Group, LLC | 17,590,235 | $1.7B | 11.6% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16,949,846 | $1.6B | 11.2% | ADD +32.1% |
| Creative Planning | 12,196,894 | $1.2B | 8.1% | — |
| Wealthfront Advisers LLC | 10,163,867 | $980.1M | 6.7% | — |
| BANK OF AMERICA CORP /DE/ | 9,829,110 | $947.8M | 6.5% | — |
| MORGAN STANLEY | 9,292,120 | $896.0M | 6.1% | — |
| State of New Jersey Common Pension Fund D | 8,598,869 | $829.2M | 5.7% | — |
| JPMORGAN CHASE & CO | 7,569,539 | $743.0M | 5.1% | — |
| US BANCORP \DE\ | 5,030,439 | $485.1M | 3.3% | — |
| PRUDENTIAL FINANCIAL INC | 4,918,706 | $474.3M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 12,831,491 | 16,949,846 | +32.1% | $1.6B |
| AMERIPRISE FINANCIAL INC | DOUBLED | 689,478 | 1,502,969 | +118.0% | $144.9M |
| ASSETMARK, INC | ADD | 864,880 | 1,351,459 | +56.3% | $130.3M |
| BANK OF MONTREAL /CAN/ | ADD | 640,886 | 842,116 | +31.4% | $81.2M |
| Corient Private Wealth LP | TRIM | 1,008,565 | 719,290 | -28.7% | $69.4M |
| STATE STREET CORP | DOUBLED | 256,699 | 524,486 | +104.3% | $50.6M |
| D. E. Shaw & Co., Inc. | NEW | — | 523,931 | — | $50.5M |
| MAI Capital Management | ADD | 266,673 | 471,382 | +76.8% | $45.5M |
| Empowered Funds, LLC | ADD | 245,563 | 399,081 | +62.5% | $38.5M |
| First Command Advisory Services, Inc. | TRIM | 570,841 | 384,757 | -32.6% | $37.1M |