Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Empower Advisory Group, LLC | 5,041,385 | $777.8M | 21.8% | — |
| JONES FINANCIAL COMPANIES LLLP | 2,897,206 | $443.4M | 12.4% | — |
| 1832 Asset Management L.P. | 1,632,044 | $251.8M | 7.0% | — |
| State of New Jersey Common Pension Fund D | 1,512,875 | $233.4M | 6.5% | — |
| ASSETMARK, INC | 1,022,768 | $157.8M | 4.4% | ADD +37.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,015,203 | $156.6M | 4.4% | — |
| Bank of New York Mellon Corp | 792,335 | $122.2M | 3.4% | DOUBLED +8174.8% |
| Creative Planning | 783,926 | $121.0M | 3.4% | — |
| MORGAN STANLEY | 766,661 | $118.3M | 3.3% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 611,851 | $94.4M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ASSETMARK, INC | ADD | 742,771 | 1,022,768 | +37.7% | $157.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 116,383 | 81,397 | -30.1% | $24.3M |
| Corient Private Wealth LP | NEAR_EXIT | 274,375 | 67,500 | -75.4% | $10.4M |
| FMR LLC | ADD | 50,128 | 66,974 | +33.6% | $10.3M |
| BlackRock, Inc. | ADD | 32,443 | 47,746 | +47.2% | $7.4M |
| ALLIANCEBERNSTEIN L.P. | ADD | 24,926 | 49,241 | +97.5% | $7.2M |
| Focus Partners Advisor Solutions, LLC | ADD | 33,841 | 43,583 | +28.8% | $6.7M |
| Lido Advisors, LLC | TRIM | 83,641 | 29,614 | -64.6% | $4.6M |
| Sanctuary Advisors, LLC | ADD | 16,141 | 25,597 | +58.6% | $3.9M |
| GOLDMAN SACHS GROUP INC | NEAR_EXIT | 144,798 | 25,224 | -82.6% | $3.9M |