Inst. Holders
8 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 375,687 | $62.4M | 34.0% | — |
| Concurrent Investment Advisors, LLC | 177,895 | $30.0M | 16.3% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 157,743 | $26.3M | 14.3% | — |
| DAVENPORT & Co LLC | 141,053 | $23.8M | 12.9% | — |
| Farther Finance Advisors, LLC | 115,280 | $19.4M | 10.6% | TRIM -71.7% |
| MATHER GROUP, LLC. | 79,286 | $13.4M | 7.3% | ADD +93.0% |
| Vontobel Holding Ltd. | 26,552 | $4.5M | 2.4% | DOUBLED +310.8% |
| Vontobel Holding Ltd. | 24,000 | $4.0M | 2.2% | DOUBLED +310.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | TRIM | 407,509 | 115,280 | -71.7% | $19.4M |
| MATHER GROUP, LLC. | ADD | 41,086 | 79,286 | +93.0% | $13.4M |
| Vontobel Holding Ltd. | DOUBLED | 6,463 | 26,552 | +310.8% | $4.5M |
| BARCLAYS PLC | ADD | 1,947,906 | 2,697,716 | +38.5% | $428.0M |
| CITIGROUP INC | ADD | 607,605 | 1,105,268 | +81.9% | $175.4M |
| Migdal Insurance & Financial Holdings Ltd. | ADD | 680,149 | 1,033,549 | +52.0% | $164.0M |
| Phoenix Financial Ltd. | TRIM | 1,529,577 | 1,004,740 | -34.3% | $159.4M |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 99,299 | 983,436 | +890.4% | $156.0M |
| Jain Global LLC | NEW | — | 910,460 | — | $144.5M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | TRIM | 2,702,894 | 750,640 | -72.2% | $119.1M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Dec 17, 2025 | Thomas Tuberville | R | SENATE | BUY | $15,001 - $50,000 | The Health Care Select Sector SPDR Fund | Jan 15, 2026(30d) |