Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MATHER GROUP, LLC. | 6,163,820 | $713.1M | 28.4% | — |
| MORGAN STANLEY | 1,793,171 | $207.5M | 8.3% | TRIM -64.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,517,720 | $175.6M | 7.0% | — |
| BANK OF AMERICA CORP /DE/ | 1,028,708 | $119.0M | 4.7% | TRIM -60.0% |
| HighTower Advisors, LLC | 1,000,669 | $115.8M | 4.6% | — |
| UBS Group AG | 920,555 | $106.5M | 4.2% | — |
| Haverford Trust Co | 700,993 | $81.1M | 3.2% | — |
| ENVESTNET ASSET MANAGEMENT INC | 665,407 | $77.0M | 3.1% | TRIM -64.1% |
| WELLS FARGO & COMPANY/MN | 642,360 | $74.3M | 3.0% | — |
| Prime Capital Investment Advisors, LLC | 635,287 | $73.5M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 5,000,288 | 1,793,171 | -64.1% | $207.5M |
| ASSETMARK, INC | DOUBLED | 149,401 | 519,425 | +247.7% | $60.1M |
| STIFEL FINANCIAL CORP | DOUBLED | 59,185 | 300,583 | +407.9% | $34.8M |
| BENJAMIN EDWARDS INC | NEW | — | 141,191 | — | $16.3M |
| Corient Private Wealth LP | TRIM | 196,395 | 121,957 | -37.9% | $14.1M |
| Arax Advisory Partners | DOUBLED | 194 | 121,425 | +62490.2% | $14.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | NEAR_EXIT | 174,175 | 25,736 | -85.2% | $3.0M |
| MML INVESTORS SERVICES, LLC | ADD | 19,838 | 25,543 | +28.8% | $3.0M |
| Mariner, LLC | ADD | 17,410 | 25,386 | +45.8% | $2.9M |
| MERCER GLOBAL ADVISORS INC /ADV | DOUBLED | 7,173 | 23,710 | +230.5% | $2.7M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026 | Chuck Fleischmann | R | HOUSE | BUY | $1,001 - $15,000 | VANGUARD FTSE PACIFIC ETF | Aug 14, 2026(18d) |