Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 4,498,051 | $1.1B | 12.5% | — |
| ENVESTNET ASSET MANAGEMENT INC | 4,451,442 | $1.1B | 12.4% | ADD +39.8% |
| Wealthfront Advisers LLC | 3,450,306 | $849.5M | 9.6% | — |
| BANK OF AMERICA CORP /DE/ | 2,304,294 | $567.3M | 6.4% | — |
| MERCER GLOBAL ADVISORS INC /ADV | 1,833,274 | $451.4M | 5.1% | ADD +36.7% |
| FIFTH THIRD BANCORP | 1,403,188 | $345.5M | 3.9% | — |
| VANGUARD ADVISERS INC | 1,356,739 | $334.0M | 3.8% | — |
| ASSETMARK, INC | 1,321,393 | $325.3M | 3.7% | — |
| Creative Planning | 1,102,341 | $271.4M | 3.1% | DOUBLED +129.3% |
| LPL Financial LLC | 1,064,954 | $262.2M | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 1,340,917 | 1,833,274 | +36.7% | $451.4M |
| AMERIPRISE FINANCIAL INC | ADD | 340,150 | 580,333 | +70.6% | $142.9M |
| NewEdge Advisors, LLC | ADD | 82,129 | 117,214 | +42.7% | $28.9M |
| Nuveen, LLC | NEW | — | 73,654 | — | $18.1M |
| JPMORGAN CHASE & CO | ADD | 54,809 | 69,131 | +26.1% | $16.9M |
| Corient Private Wealth LP | ADD | 36,347 | 59,905 | +64.8% | $14.7M |
| Concurrent Investment Advisors, LLC | DOUBLED | 24,750 | 50,483 | +104.0% | $12.4M |
| JANE STREET GROUP, LLC | NEAR_EXIT | 519,246 | 49,337 | -90.5% | $12.1M |
| Arax Advisory Partners | ADD | 25,503 | 44,214 | +73.4% | $10.9M |
| Vestmark Advisory Solutions, Inc. | TRIM | 121,490 | 42,267 | -65.2% | $10.4M |