Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 134,456,813 | $29.3B | 31.3% | — |
| JONES FINANCIAL COMPANIES LLLP | 44,576,925 | $9.7B | 10.4% | — |
| MORGAN STANLEY | 35,380,683 | $7.7B | 8.2% | — |
| ENVESTNET ASSET MANAGEMENT INC | 23,134,608 | $5.0B | 5.4% | — |
| UBS Group AG | 13,657,773 | $3.0B | 3.2% | — |
| LPL Financial LLC | 11,459,495 | $2.5B | 2.7% | — |
| AMERIPRISE FINANCIAL INC | 11,382,858 | $2.5B | 2.7% | — |
| RAYMOND JAMES FINANCIAL INC | 9,022,251 | $2.0B | 2.1% | — |
| EP Wealth Advisors, LLC | 8,979,182 | $2.0B | 2.1% | — |
| WELLS FARGO & COMPANY/MN | 8,715,764 | $1.9B | 2.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | DOUBLED | 47,764 | 5,221,598 | +10832.1% | $1.1B |
| MATHER GROUP, LLC. | DOUBLED | 1,155,842 | 5,054,784 | +337.3% | $1.1B |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 2,586,209 | 3,511,326 | +35.8% | $765.2M |
| CITIGROUP INC | ADD | 2,329,100 | 3,193,415 | +37.1% | $695.9M |
| ASSETMARK, INC | ADD | 1,407,931 | 1,993,299 | +41.6% | $434.4M |
| Equitable Holdings, Inc. | TRIM | 1,146,092 | 845,551 | -26.2% | $184.3M |
| BlackRock, Inc. | TRIM | 1,053,222 | 730,222 | -30.7% | $159.1M |
| MAI Capital Management | DOUBLED | 295,678 | 719,031 | +143.2% | $156.7M |
| Private Advisor Group, LLC | TRIM | 1,084,070 | 696,736 | -35.7% | $151.8M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 191,521 | 687,594 | +259.0% | $149.8M |