Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 24,774,687 | $1.2B | 49.7% | — |
| WELLS FARGO & COMPANY/MN | 3,678,347 | $183.1M | 7.4% | ADD +26.9% |
| BANK OF AMERICA CORP /DE/ | 3,244,743 | $161.5M | 6.5% | — |
| Bramshill Investments, LLC | 3,112,942 | $155.0M | 6.2% | — |
| LPL Financial LLC | 2,625,517 | $130.7M | 5.3% | ADD +25.6% |
| HighTower Advisors, LLC | 1,976,448 | $98.4M | 4.0% | — |
| MERCER GLOBAL ADVISORS INC /ADV | 987,814 | $49.2M | 2.0% | DOUBLED +8528.0% |
| Waverly Advisors, LLC | 917,885 | $45.7M | 1.8% | ADD +76.1% |
| MML INVESTORS SERVICES, LLC | 857,265 | $42.7M | 1.7% | ADD +78.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 673,738 | $33.5M | 1.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | DOUBLED | 11,449 | 987,814 | +8528.0% | $49.2M |
| Waverly Advisors, LLC | ADD | 521,180 | 917,885 | +76.1% | $45.7M |
| MML INVESTORS SERVICES, LLC | ADD | 481,143 | 857,265 | +78.2% | $42.7M |
| RAYMOND JAMES FINANCIAL INC | TRIM | 833,617 | 595,055 | -28.6% | $29.6M |
| Mariner, LLC | ADD | 276,542 | 491,335 | +77.7% | $24.5M |
| ROYAL BANK OF CANADA | TRIM | 696,300 | 483,625 | -30.5% | $24.1M |
| Arax Advisory Partners | NEW | — | 398,105 | — | $19.8M |
| Cetera Investment Advisers | ADD | 301,213 | 390,993 | +29.8% | $19.5M |
| Private Advisor Group, LLC | DOUBLED | 10,478 | 306,950 | +2829.5% | $15.3M |
| Clearstead Advisors, LLC | NEAR_EXIT | 881,609 | 151,286 | -82.8% | $7.5M |