Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 19,222,366 | $6.5B | 24.5% | — |
| Creative Planning | 12,039,581 | $4.1B | 15.7% | — |
| National Mutual Insurance Federation of Agricultural Cooperatives | 6,543,317 | $2.3B | 8.5% | — |
| UBS Group AG | 4,070,787 | $1.4B | 5.3% | ADD +83.5% |
| Vanguard Global Advisers, LLC | 4,017,275 | $1.4B | 5.2% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,831,461 | $973.8M | 3.7% | — |
| MORGAN STANLEY | 2,733,000 | $939.9M | 3.6% | — |
| BANK OF AMERICA CORP /DE/ | 2,469,480 | $849.3M | 3.2% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 2,259,085 | $776.9M | 2.9% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,875,177 | $644.9M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | TRIM | 807,783 | 530,162 | -34.4% | $182.3M |
| RAYMOND JAMES FINANCIAL INC | TRIM | 766,555 | 519,808 | -32.2% | $178.8M |
| BlackRock, Inc. | ADD | 318,319 | 438,403 | +37.7% | $150.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 415,557 | 300,897 | -27.6% | $103.5M |
| Quantinno Capital Management LP | ADD | 117,038 | 171,408 | +46.5% | $58.9M |
| Equitable Holdings, Inc. | TRIM | 323,899 | 149,692 | -53.8% | $51.5M |
| Sanctuary Advisors, LLC | DOUBLED | 22,254 | 114,745 | +415.6% | $39.5M |
| Lido Advisors, LLC | TRIM | 194,297 | 112,873 | -41.9% | $38.8M |
| IEQ CAPITAL, LLC | TRIM | 158,165 | 103,393 | -34.6% | $35.6M |
| &PARTNERS | TRIM | 108,889 | 78,507 | -27.9% | $27.0M |