Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| VANGUARD ADVISERS INC | 89,614,585 | $7.7B | 32.4% | — |
| BANK OF AMERICA CORP /DE/ | 24,262,281 | $2.1B | 8.8% | ADD +31.4% |
| Rakuten Investment Management, Inc. | 18,045,200 | $1.5B | 6.5% | TRIM -40.1% |
| MORGAN STANLEY | 15,670,131 | $1.3B | 5.7% | — |
| ENVESTNET ASSET MANAGEMENT INC | 12,227,362 | $1.0B | 4.4% | — |
| JANE STREET GROUP, LLC | 8,318,953 | $711.2M | 3.0% | DOUBLED +6893.1% |
| HB Wealth Management, LLC | 8,363,846 | $707.5M | 3.0% | — |
| Cetera Investment Advisers | 6,789,217 | $580.4M | 2.5% | — |
| UBS Group AG | 6,583,331 | $562.8M | 2.4% | ADD +25.7% |
| Wealthspire Advisors, LLC | 6,446,651 | $551.1M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | TRIM | 30,141,800 | 18,045,200 | -40.1% | $1.5B |
| JANE STREET GROUP, LLC | DOUBLED | 118,959 | 8,318,953 | +6893.1% | $711.2M |
| UBS Group AG | ADD | 5,235,368 | 6,583,331 | +25.7% | $562.8M |
| MERCER GLOBAL ADVISORS INC /ADV | DOUBLED | 499,729 | 2,210,219 | +342.3% | $189.0M |
| Mariner, LLC | ADD | 745,773 | 1,026,457 | +37.6% | $87.7M |
| Pathstone Holdings, LLC | DOUBLED | 443,022 | 998,798 | +125.5% | $85.4M |
| MML INVESTORS SERVICES, LLC | ADD | 685,730 | 952,246 | +38.9% | $81.4M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 645,976 | 918,060 | +42.1% | $77.6M |
| Woodbridge CO LTD | NEW | — | 668,000 | — | $57.1M |
| PRUDENTIAL PLC | ADD | 423,000 | 655,635 | +55.0% | $56.1M |