Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 54,850,518 | $2.8B | 12.3% | TRIM -57.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 38,222,195 | $1.9B | 8.6% | — |
| MORGAN STANLEY | 27,969,204 | $1.4B | 6.3% | — |
| Creative Planning | 27,320,238 | $1.4B | 6.1% | — |
| RAYMOND JAMES FINANCIAL INC | 26,966,940 | $1.4B | 6.0% | — |
| Wealthfront Advisers LLC | 26,083,419 | $1.3B | 5.9% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23,006,893 | $1.2B | 5.2% | — |
| FMR LLC | 21,371,891 | $1.1B | 4.8% | — |
| SEI INVESTMENTS CO | 15,843,041 | $801.3M | 3.6% | — |
| WELLS FARGO & COMPANY/MN | 14,838,724 | $750.5M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | DOUBLED | 36,017 | 2,754,583 | +7548.0% | $139.3M |
| Integrated Wealth Concepts LLC | DOUBLED | 1,273,664 | 2,571,318 | +101.9% | $130.1M |
| OSAIC HOLDINGS, INC. | ADD | 1,608,506 | 2,240,261 | +39.3% | $113.3M |
| EP Wealth Advisors, LLC | ADD | 1,299,844 | 1,826,588 | +40.5% | $92.4M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 442,400 | 1,776,200 | +301.5% | $89.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 1,291,956 | 1,664,709 | +28.9% | $82.3M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | ADD | 508,854 | 858,958 | +68.8% | $43.4M |
| Merit Financial Group, LLC | ADD | 554,843 | 694,370 | +25.1% | $35.1M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | ADD | 366,273 | 520,223 | +42.0% | $26.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 351,000 | 513,500 | +46.3% | $26.0M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 29, 2026 | Michael McCaul | R | HOUSE | BUY | $250,001 - $500,000 | VANGUARD TAX-EXEMPT BOND ETF | Jul 13, 2026(15d) |