Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 18,526,302 | $930.6M | 16.2% | — |
| GOLDMAN SACHS GROUP INC | 7,281,217 | $365.7M | 6.4% | TRIM -37.7% |
| Savant Capital, LLC | 7,049,255 | $353.1M | 6.1% | — |
| MORGAN STANLEY | 6,439,963 | $323.5M | 5.6% | — |
| Wealthfront Advisers LLC | 6,137,312 | $308.3M | 5.4% | ADD +26.4% |
| SEI INVESTMENTS CO | 6,019,982 | $302.4M | 5.3% | TRIM -41.1% |
| Focus Partners Wealth | 5,337,573 | $268.1M | 4.7% | — |
| Wealthspire Advisors, LLC | 5,045,602 | $253.4M | 4.4% | — |
| Focus Partners Advisor Solutions, LLC | 4,995,637 | $250.9M | 4.4% | DOUBLED +279.7% |
| FMR LLC | 4,790,222 | $240.6M | 4.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | TRIM | 11,678,894 | 7,281,217 | -37.7% | $365.7M |
| Wealthfront Advisers LLC | ADD | 4,855,031 | 6,137,312 | +26.4% | $308.3M |
| MAI Capital Management | DOUBLED | 3,727 | 2,338,765 | +62651.9% | $117.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 1,102,937 | 1,847,655 | +67.5% | $92.8M |
| Cerity Partners LLC | DOUBLED | 706,033 | 1,741,550 | +146.7% | $87.5M |
| ASSETMARK, INC | ADD | 956,747 | 1,673,562 | +74.9% | $84.1M |
| JPMORGAN CHASE & CO | ADD | 892,213 | 1,333,566 | +49.5% | $67.1M |
| Arax Advisory Partners | DOUBLED | 5,262 | 1,303,595 | +24673.8% | $65.5M |
| OSAIC HOLDINGS, INC. | ADD | 930,673 | 1,184,197 | +27.2% | $59.5M |
| AMERIPRISE FINANCIAL INC | ADD | 512,651 | 964,393 | +88.1% | $48.4M |