Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| SEI INVESTMENTS CO | 4,283,035 | $288.0M | 9.8% | — |
| JPMORGAN CHASE & CO | 3,647,079 | $246.1M | 8.4% | — |
| ROYAL BANK OF CANADA | 3,411,984 | $229.4M | 7.8% | — |
| BANK OF AMERICA CORP /DE/ | 3,134,822 | $210.8M | 7.2% | — |
| ENVESTNET ASSET MANAGEMENT INC | 3,077,855 | $207.0M | 7.0% | ADD +33.3% |
| Wealthfront Advisers LLC | 2,686,305 | $180.6M | 6.1% | — |
| Savant Capital, LLC | 2,702,926 | $179.7M | 6.1% | — |
| MORGAN STANLEY | 2,188,737 | $147.2M | 5.0% | — |
| Bank of New York Mellon Corp | 1,650,865 | $111.0M | 3.8% | ADD +28.5% |
| Creative Planning | 1,501,752 | $101.0M | 3.4% | DOUBLED +21044.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | ADD | 640,798 | 893,417 | +39.4% | $60.1M |
| MATHER GROUP, LLC. | TRIM | 977,829 | 248,114 | -74.6% | $16.7M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 6,869 | 213,111 | +3002.5% | $14.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 87,315 | 172,709 | +97.8% | $11.6M |
| Tidal Investments LLC | TRIM | 181,530 | 114,119 | -37.1% | $7.6M |
| MERCER GLOBAL ADVISORS INC /ADV | TRIM | 198,250 | 92,782 | -53.2% | $6.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 31,094 | 90,797 | +192.0% | $6.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 53,830 | 78,654 | +46.1% | $5.3M |
| STATE STREET CORP | ADD | 50,425 | 69,901 | +38.6% | $4.7M |
| Atria Investments, Inc | ADD | 23,078 | 38,968 | +68.9% | $2.6M |