Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 49,708,819 | $18.2B | 16.3% | TRIM -47.7% |
| Vanguard Global Advisers, LLC | 38,839,412 | $14.4B | 12.8% | — |
| VANGUARD ADVISERS INC | 29,389,176 | $10.9B | 9.7% | — |
| Wealthfront Advisers LLC | 18,297,773 | $6.8B | 6.1% | — |
| MORGAN STANLEY | 14,876,622 | $5.5B | 4.9% | — |
| BANK OF AMERICA CORP /DE/ | 14,540,049 | $5.4B | 4.8% | — |
| LPL Financial LLC | 10,308,028 | $3.8B | 3.4% | TRIM -26.7% |
| NORTHERN TRUST CORP | 9,674,144 | $3.6B | 3.2% | — |
| HB Wealth Management, LLC | 8,759,071 | $3.1B | 2.8% | — |
| Allworth Financial LP | 6,883,739 | $2.5B | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | TRIM | 94,959,476 | 49,708,819 | -47.7% | $18.2B |
| State of New Jersey Common Pension Fund D | NEW | — | 1,800,000 | — | $666.1M |
| MERCER GLOBAL ADVISORS INC /ADV | TRIM | 2,070,334 | 1,539,100 | -25.7% | $569.5M |
| ASSETMARK, INC | ADD | 1,034,035 | 1,301,970 | +25.9% | $481.8M |
| Wealthspire Advisors, LLC | ADD | 963,010 | 1,299,198 | +34.9% | $480.8M |
| MAI Capital Management | DOUBLED | 515,234 | 1,183,594 | +129.7% | $438.0M |
| Quantinno Capital Management LP | ADD | 900,091 | 1,152,531 | +28.0% | $426.5M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 773,538 | 1,116,824 | +44.4% | $404.9M |
| Waverly Advisors, LLC | ADD | 334,843 | 599,991 | +79.2% | $222.0M |
| BLAIR WILLIAM & CO/IL | ADD | 372,371 | 528,525 | +41.9% | $195.6M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Vanguard Total Stock Market ETF | Apr 10, 2026(11d) |
| Mar 31, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Vanguard Total Stock Market ETF | Apr 10, 2026(11d) |
| Mar 27, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | Vanguard Total Stock Market ETF | Apr 10, 2026(15d) |
| Mar 27, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Vanguard Total Stock Market ETF | Apr 10, 2026(15d) |