Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 24,964,224 | $3.0B | 26.7% | — |
| UBS Group AG | 13,062,676 | $1.6B | 14.0% | DOUBLED +734.4% |
| MORGAN STANLEY | 8,955,617 | $1.1B | 9.6% | — |
| NEOS Investment Management LLC | 8,513,553 | $1.0B | 9.1% | ADD +28.9% |
| US BANCORP \DE\ | 5,896,669 | $716.0M | 6.3% | — |
| WELLS FARGO & COMPANY/MN | 4,076,388 | $495.0M | 4.4% | — |
| ENVESTNET ASSET MANAGEMENT INC | 3,612,932 | $438.7M | 3.9% | DOUBLED +596.6% |
| JONES FINANCIAL COMPANIES LLLP | 2,947,269 | $354.5M | 3.1% | TRIM -29.8% |
| GOLDMAN SACHS GROUP INC | 2,849,165 | $345.9M | 3.0% | — |
| STIFEL FINANCIAL CORP | 2,269,264 | $275.5M | 2.4% | ADD +53.4% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | ADD | 6,604,674 | 8,513,553 | +28.9% | $1.0B |
| JONES FINANCIAL COMPANIES LLLP | TRIM | 4,197,675 | 2,947,269 | -29.8% | $354.5M |
| STIFEL FINANCIAL CORP | ADD | 1,479,492 | 2,269,264 | +53.4% | $275.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 2,409,944 | 1,803,053 | -25.2% | $218.9M |
| TRUIST FINANCIAL CORP | ADD | 680,958 | 1,132,212 | +66.3% | $137.5M |
| MAI Capital Management | DOUBLED | 8,337 | 627,845 | +7430.8% | $76.2M |
| Envestnet Portfolio Solutions, Inc. | ADD | 202,159 | 302,916 | +49.8% | $36.8M |
| Rockefeller Capital Management L.P. | ADD | 199,774 | 255,238 | +27.8% | $31.0M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 275,000 | 131,213 | -52.3% | $15.9M |
| JOHNSON INVESTMENT COUNSEL INC | DOUBLED | 15,526 | 93,417 | +501.7% | $11.3M |