Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| VANGUARD ADVISERS INC | 4,128,548 | $339.9M | 29.8% | — |
| MORGAN STANLEY | 1,620,723 | $133.5M | 11.7% | — |
| Creative Planning | 1,598,757 | $131.6M | 11.5% | — |
| ROYAL BANK OF CANADA | 616,353 | $50.8M | 4.4% | — |
| Boston Trust Walden Corp | 460,280 | $37.9M | 3.3% | — |
| RAYMOND JAMES FINANCIAL INC | 455,867 | $37.5M | 3.3% | — |
| SCS Capital Management LLC | 432,269 | $35.6M | 3.1% | — |
| Evelyn Partners Group Ltd | 226,203 | $29.6M | 2.6% | — |
| AMERIPRISE FINANCIAL INC | 311,309 | $25.6M | 2.2% | — |
| Cerity Partners LLC | 268,473 | $22.1M | 1.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | DOUBLED | 87,297 | 221,149 | +153.3% | $18.2M |
| MAI Capital Management | DOUBLED | 4,991 | 120,424 | +2312.8% | $9.9M |
| OSAIC HOLDINGS, INC. | DOUBLED | 16,696 | 36,776 | +120.3% | $3.0M |
| FMR LLC | ADD | 20,904 | 36,506 | +74.6% | $3.0M |
| Farther Finance Advisors, LLC | ADD | 26,715 | 35,653 | +33.5% | $2.9M |
| EP Wealth Advisors, LLC | ADD | 9,469 | 18,610 | +96.5% | $1.5M |
| Federation des caisses Desjardins du Quebec | DOUBLED | 1,504 | 11,774 | +682.8% | $969.5K |
| Empower Advisory Group, LLC | ADD | 6,576 | 10,750 | +63.5% | $885.2K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | ADD | 4,402 | 7,379 | +67.6% | $607.6K |
| Concurrent Investment Advisors, LLC | ADD | 3,268 | 5,104 | +56.2% | $420.3K |