Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 334,520,544 | $28.8B | 27.1% | DOUBLED +512.1% |
| JONES FINANCIAL COMPANIES LLLP | 219,112,994 | $18.1B | 17.0% | DOUBLED +458.6% |
| MORGAN STANLEY | 89,529,557 | $7.7B | 7.2% | DOUBLED +502.3% |
| ENVESTNET ASSET MANAGEMENT INC | 58,557,269 | $5.0B | 4.7% | DOUBLED +573.4% |
| Financial Engines Advisors L.L.C. | 38,876,521 | $3.3B | 3.1% | DOUBLED +497.8% |
| UBS Group AG | 36,061,562 | $3.1B | 2.9% | DOUBLED +494.2% |
| LPL Financial LLC | 33,367,717 | $2.9B | 2.7% | DOUBLED +518.4% |
| WELLS FARGO & COMPANY/MN | 26,191,295 | $2.3B | 2.1% | DOUBLED +491.6% |
| AMERIPRISE FINANCIAL INC | 23,707,792 | $2.0B | 1.9% | DOUBLED +489.3% |
| EP Wealth Advisors, LLC | 23,330,170 | $2.0B | 1.9% | DOUBLED +539.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 54,648,818 | 334,520,544 | +512.1% | $28.8B |
| JONES FINANCIAL COMPANIES LLLP | DOUBLED | 39,228,809 | 219,112,994 | +458.6% | $18.1B |
| MORGAN STANLEY | DOUBLED | 14,863,770 | 89,529,557 | +502.3% | $7.7B |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 8,696,213 | 58,557,269 | +573.4% | $5.0B |
| Financial Engines Advisors L.L.C. | DOUBLED | 6,503,155 | 38,876,521 | +497.8% | $3.3B |
| UBS Group AG | DOUBLED | 6,068,786 | 36,061,562 | +494.2% | $3.1B |
| LPL Financial LLC | DOUBLED | 5,395,832 | 33,367,717 | +518.4% | $2.9B |
| WELLS FARGO & COMPANY/MN | DOUBLED | 4,427,080 | 26,191,295 | +491.6% | $2.3B |
| AMERIPRISE FINANCIAL INC | DOUBLED | 4,022,942 | 23,707,792 | +489.3% | $2.0B |
| EP Wealth Advisors, LLC | DOUBLED | 3,651,263 | 23,330,170 | +539.0% | $2.0B |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Mark Warner | D | SENATE | SELL | $1,001 - $15,000 | Vanguard Growth ETF | May 1, 2026(19d) |