Stock

IWY

Ownership Count: 870

Ownership

Manager Name % of Portfolio Recent Activity Share Value
TIAA TRUST, NATIONAL ASSOCIATION 5.07%
Reduced 4.70%
6,245,400 $1,469,355,000.0
TIAA, FSB 3.97%
Reduced 2.57%
5,944,979 $942,635,000.0
Envestnet Portfolio Solutions, Inc. 4.36%
Added 2.31%
5,365,087 $1,262,243,000.0
FIRST CITIZENS BANK & TRUST CO 3.5%
Added 0.75%
5,040,614 $185,905,000.0
ENVESTNET ASSET MANAGEMENT INC 0.22%
Added 525.53%
2,794,522 $657,467,000.0
AMERIPRISE FINANCIAL INC 0.19%
Added 15.00%
2,360,117 $555,080,000.0
LPL Financial LLC 0.22%
Added 17.51%
2,212,667 $520,574,000.0
COMMONWEALTH EQUITY SERVICES, LLC 0.6%
Added 2.82%
1,679,168 $395,058,000.0
MORGAN STANLEY 0.05%
Added 3.29%
1,421,075 $334,336,000.0
BANK OF AMERICA CORP /DE/ 0.05%
Reduced 4.20%
1,199,281 $282,154,000.0
Clark Capital Management Group, Inc. 1.38%
Reduced 5.44%
816,710 $192,147,000.0
Baystate Wealth Management LLC 8.66%
No Change
673,690 $118,044,000.0
Mariner, LLC 0.3%
Added 1.52%
652,991 $153,628,000.0
AE Wealth Management LLC 2.16%
Reduced 0.59%
647,297 $152,289,000.0
MML INVESTORS SERVICES, LLC 0.5%
Added 4.93%
588,510 $138,459,000.0