Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 12,643,649 | $2.0B | 11.5% | — |
| MORGAN STANLEY | 10,662,582 | $1.7B | 9.7% | — |
| RAYMOND JAMES FINANCIAL INC | 8,009,206 | $1.3B | 7.3% | — |
| LPL Financial LLC | 7,241,202 | $1.1B | 6.6% | — |
| WELLS FARGO & COMPANY/MN | 6,100,827 | $964.1M | 5.6% | — |
| JPMORGAN CHASE & CO | 5,526,857 | $875.7M | 5.1% | — |
| Creative Planning | 3,834,889 | $606.0M | 3.5% | — |
| AMERIPRISE FINANCIAL INC | 3,715,315 | $587.2M | 3.4% | — |
| UBS Group AG | 3,674,450 | $580.7M | 3.4% | ADD +29.3% |
| ENVESTNET ASSET MANAGEMENT INC | 3,613,813 | $571.1M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | TRIM | 2,837,108 | 1,695,054 | -40.3% | $268.6M |
| Arax Advisory Partners | DOUBLED | 67,559 | 829,634 | +1128.0% | $131.1M |
| Integrated Wealth Concepts LLC | ADD | 232,282 | 383,216 | +65.0% | $60.6M |
| Beacon Pointe Advisors, LLC | ADD | 267,243 | 336,885 | +26.1% | $53.2M |
| Clearstead Advisors, LLC | ADD | 195,769 | 271,152 | +38.5% | $42.9M |
| EP Wealth Advisors, LLC | ADD | 108,296 | 161,531 | +49.2% | $25.5M |
| RWA WEALTH PARTNERS, LLC | TRIM | 303,736 | 141,144 | -53.5% | $22.3M |
| MAI Capital Management | ADD | 109,257 | 140,259 | +28.4% | $22.2M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 149,535 | 67,361 | -55.0% | $10.6M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 81,500 | 59,000 | -27.6% | $9.3M |