Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 3,067,150 | $939.5M | 11.5% | — |
| ASSETMARK, INC | 2,150,345 | $658.7M | 8.1% | — |
| BANK OF AMERICA CORP /DE/ | 2,120,757 | $649.6M | 8.0% | — |
| EP Wealth Advisors, LLC | 1,752,727 | $536.9M | 6.6% | — |
| WELLS FARGO & COMPANY/MN | 1,646,597 | $504.4M | 6.2% | — |
| ROYAL BANK OF CANADA | 1,195,402 | $366.2M | 4.5% | — |
| UBS Group AG | 1,160,373 | $355.4M | 4.4% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,104,015 | $338.2M | 4.1% | — |
| JONES FINANCIAL COMPANIES LLLP | 1,100,734 | $328.7M | 4.0% | — |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,042,640 | $319.4M | 3.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | ADD | 150,796 | 236,962 | +57.1% | $72.6M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 176,688 | — | $54.1M |
| CAPTRUST FINANCIAL ADVISORS | ADD | 43,858 | 57,109 | +30.2% | $17.5M |
| Cerity Partners LLC | ADD | 45,227 | 56,842 | +25.7% | $17.4M |
| Private Advisor Group, LLC | NEAR_EXIT | 194,570 | 41,997 | -78.4% | $12.9M |
| Focus Partners Wealth | TRIM | 63,194 | 38,872 | -38.5% | $11.9M |
| GOLDMAN SACHS GROUP INC | ADD | 24,128 | 33,282 | +37.9% | $10.2M |
| Allworth Financial LP | TRIM | 44,050 | 29,192 | -33.7% | $8.9M |
| Arax Advisory Partners | ADD | 14,426 | 28,109 | +94.8% | $8.6M |
| Tidal Investments LLC | ADD | 17,920 | 25,698 | +43.4% | $7.9M |