Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| UBS Group AG | 33,203,874 | $3.5B | 24.7% | DOUBLED +1080.0% |
| LPL Financial LLC | 27,064,856 | $2.9B | 20.1% | DOUBLED +129.0% |
| BANK OF AMERICA CORP /DE/ | 23,651,197 | $2.5B | 17.6% | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 5,977,896 | $635.5M | 4.4% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,723,225 | $608.4M | 4.3% | DOUBLED +394.7% |
| MORGAN STANLEY | 5,685,502 | $604.4M | 4.2% | — |
| Phoenix Financial Ltd. | 3,039,300 | $323.1M | 2.3% | ADD +28.7% |
| Creative Planning | 2,768,104 | $294.3M | 2.1% | DOUBLED +3944.8% |
| ENVESTNET ASSET MANAGEMENT INC | 2,396,918 | $254.8M | 1.8% | — |
| WELLS FARGO & COMPANY/MN | 1,822,306 | $193.7M | 1.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Phoenix Financial Ltd. | ADD | 2,362,300 | 3,039,300 | +28.7% | $323.1M |
| GOLDMAN SACHS GROUP INC | TRIM | 2,369,013 | 1,694,201 | -28.5% | $180.1M |
| JPMORGAN CHASE & CO | ADD | 658,257 | 1,067,984 | +62.2% | $113.7M |
| Beacon Pointe Advisors, LLC | ADD | 277,249 | 409,360 | +47.7% | $43.5M |
| M&T BANK CORP | ADD | 174,587 | 310,096 | +77.6% | $33.0M |
| Vestmark Advisory Solutions, Inc. | DOUBLED | 40,180 | 280,477 | +598.1% | $29.8M |
| CIBC Bancorp USA Inc. | ADD | 160,278 | 268,207 | +67.3% | $28.5M |
| TIAA Wealth Investment Management LLC | ADD | 206,738 | 266,666 | +29.0% | $28.4M |
| MARSHALL WACE, LLP | NEW | — | 169,904 | — | $18.1M |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 18,939 | 147,214 | +677.3% | $15.7M |