Stock
IWO
| Ownership Count: | 1939 |
| Ownership Count: | 1939 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.09% |
Reduced 0.49%
|
2,261,047 | $650,774,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.09% |
Added 8.02%
|
1,825,651 | $525,458,000.0 |
| BARINGS LLC | 11.91% |
Added 3.47%
|
1,544,050 | $444,408,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.11% |
Reduced 1.24%
|
1,104,237 | $317,821,000.0 |
| Cassaday & Co Wealth Management LLC | 7.01% |
Added 1.59%
|
891,217 | $256,510,000.0 |
| TIAA TRUST, NATIONAL ASSOCIATION | 0.87% |
Reduced 0.33%
|
874,381 | $252,110,000.0 |
| TIAA, FSB | 0.87% |
No Change
|
847,878 | $205,746,000.0 |
| CHURCHILL MANAGEMENT Corp | 2.31% |
Added 1423.93%
|
729,339 | $209,918,000.0 |
| GOLDMAN SACHS GROUP INC | 0.05% |
Added 0.38%
|
628,133 | $180,789,000.0 |
| VICTORY CAPITAL MANAGEMENT INC | 0.15% |
Added 3249.76%
|
568,420 | $127,411,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.06% |
No Change
|
553,656 | $159,353,000.0 |
| Cohen Klingenstein LLC | 5.55% |
Reduced 0.69%
|
551,830 | $158,827,000.0 |
| LPL Financial LLC | 0.06% |
Added 9.54%
|
535,490 | $154,124,000.0 |
| FMR LLC | 0.01% |
Added 235.39%
|
512,535 | $147,517,000.0 |
| TORONTO DOMINION BANK | 0.27% |
Reduced 16.67%
|
500,000 | $121,245,000.0 |