Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Empower Advisory Group, LLC | 15,483,969 | $694.5M | 50.5% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,856,956 | $217.8M | 15.8% | — |
| Creative Planning | 847,958 | $38.0M | 2.8% | — |
| ENVESTNET ASSET MANAGEMENT INC | 839,993 | $37.7M | 2.7% | DOUBLED +326.7% |
| ASSETMARK, INC | 794,529 | $35.6M | 2.6% | TRIM -57.7% |
| MORGAN STANLEY | 738,255 | $33.1M | 2.4% | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 717,752 | $32.2M | 2.3% | — |
| BANK OF AMERICA CORP /DE/ | 643,510 | $28.9M | 2.1% | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 597,439 | $26.8M | 1.9% | — |
| M&T BANK CORP | 556,084 | $24.9M | 1.8% | DOUBLED +193.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Corient Private Wealth LP | TRIM | 613,384 | 378,349 | -38.3% | $17.0M |
| GOLDMAN SACHS GROUP INC | ADD | 188,944 | 321,678 | +70.3% | $14.4M |
| UBS Group AG | ADD | 224,661 | 311,233 | +38.5% | $14.0M |
| JPMORGAN CHASE & CO | TRIM | 148,310 | 74,934 | -49.5% | $3.4M |
| Wealthfront Advisers LLC | ADD | 32,463 | 48,224 | +48.6% | $2.2M |
| Atria Investments, Inc | ADD | 33,900 | 45,255 | +33.5% | $2.0M |
| Focus Partners Wealth | TRIM | 110,515 | 42,543 | -61.5% | $1.9M |
| Prime Capital Investment Advisors, LLC | TRIM | 78,431 | 21,820 | -72.2% | $978.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 26,835 | 19,941 | -25.7% | $908.1K |
| CITADEL ADVISORS LLC | NEAR_EXIT | 191,642 | 19,426 | -89.9% | $871.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 27, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Vanguard Global ex-U.S. Real Estate ETF | Jun 16, 2026(21d) |
| Jan 23, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Vanguard Global ex-U.S. Real Estate ETF | Feb 15, 2026(24d) |
| Nov 21, 2025 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Vanguard Global ex-U.S. Real Estate ETF | Aug 24, 2026(277d) |