Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 4,886,722 | $965.6M | 10.3% | — |
| EP Wealth Advisors, LLC | 4,488,689 | $887.0M | 9.5% | — |
| ASSETMARK, INC | 4,426,816 | $874.7M | 9.3% | — |
| JONES FINANCIAL COMPANIES LLLP | 3,377,503 | $672.0M | 7.2% | — |
| BANK OF AMERICA CORP /DE/ | 3,119,048 | $616.3M | 6.6% | — |
| WELLS FARGO & COMPANY/MN | 2,726,390 | $538.7M | 5.8% | — |
| ROYAL BANK OF CANADA | 2,278,495 | $450.2M | 4.8% | — |
| UBS Group AG | 1,537,314 | $303.8M | 3.2% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,439,048 | $284.4M | 3.0% | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1,386,013 | $273.9M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | ADD | 164,240 | 246,711 | +50.2% | $48.8M |
| Equitable Holdings, Inc. | TRIM | 283,898 | 133,731 | -52.9% | $26.4M |
| Cerity Partners LLC | ADD | 63,907 | 94,783 | +48.3% | $18.7M |
| Private Advisor Group, LLC | NEAR_EXIT | 295,737 | 73,762 | -75.1% | $14.6M |
| Quantinno Capital Management LP | ADD | 36,982 | 59,811 | +61.7% | $11.8M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 11,112 | 58,139 | +423.2% | $11.5M |
| Qube Research & Technologies Ltd | DOUBLED | 21,901 | 57,396 | +162.1% | $11.3M |
| Concurrent Investment Advisors, LLC | ADD | 41,651 | 56,778 | +36.3% | $11.2M |
| D.A. DAVIDSON & CO. | TRIM | 66,493 | 48,564 | -27.0% | $9.6M |
| Integrated Wealth Concepts LLC | ADD | 30,364 | 40,033 | +31.8% | $7.9M |