Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 110,769,908 | $8.9B | 15.8% | — |
| WELLS FARGO & COMPANY/MN | 109,705,786 | $8.8B | 15.8% | — |
| BANK OF AMERICA CORP /DE/ | 73,987,186 | $6.0B | 10.6% | — |
| UBS Group AG | 55,523,351 | $4.5B | 8.0% | DOUBLED +140.6% |
| MORGAN STANLEY | 36,272,342 | $2.9B | 5.2% | — |
| Creative Planning | 32,713,198 | $2.6B | 4.7% | — |
| RAYMOND JAMES FINANCIAL INC | 31,257,030 | $2.5B | 4.5% | — |
| ENVESTNET ASSET MANAGEMENT INC | 24,776,718 | $2.0B | 3.6% | DOUBLED +125.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24,385,742 | $2.0B | 3.5% | — |
| US BANCORP \DE\ | 22,846,853 | $1.8B | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | DOUBLED | 1,132,281 | 4,445,488 | +292.6% | $358.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | DOUBLED | 1,005,627 | 3,928,916 | +290.7% | $316.6M |
| FIFTH THIRD BANCORP | DOUBLED | 619,350 | 2,448,570 | +295.3% | $197.3M |
| TRUIST FINANCIAL CORP | DOUBLED | 463,622 | 1,961,465 | +323.1% | $158.0M |
| Kestra Advisory Services, LLC | DOUBLED | 365,964 | 1,687,725 | +361.2% | $136.0M |
| Merit Financial Group, LLC | DOUBLED | 358,773 | 1,674,385 | +366.7% | $134.9M |
| MML INVESTORS SERVICES, LLC | DOUBLED | 335,502 | 1,570,945 | +368.2% | $126.6M |
| First Command Advisory Services, Inc. | TRIM | 561,597 | 1,482,046 | -34.0% | $119.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 1,664,360 | 1,241,259 | -25.4% | $100.0M |
| DAVENPORT & Co LLC | DOUBLED | 224,445 | 1,094,719 | +387.7% | $88.2M |