Stock

OEF

Ownership Count: 1383

Ownership

Manager Name % of Portfolio Recent Activity Share Value
Demars Financial Group, LLC 5.73%
Added 28230.95%
50,716,939 $175,582,000.0
BANK OF AMERICA CORP /DE/ 0.14%
Reduced 0.46%
2,817,960 $813,967,000.0
FIFTH THIRD BANCORP 2.5%
Reduced 0.11%
2,363,968 $682,832,000.0
JONES FINANCIAL COMPANIES LLLP 0.54%
Added 2.12%
1,918,387 $554,125,000.0
BARINGS LLC 5.84%
Added 21.63%
1,439,582 $224,186,000.0
SIGMA INVESTMENT COUNSELORS INC 1.96%
Added 7.22%
1,417,510 $33,448,000.0
MORGAN STANLEY 0.05%
Added 13.44%
1,333,673 $385,231,000.0
Cresset Asset Management, LLC 1.9%
Added 1.53%
1,137,363 $328,527,000.0
JPMORGAN CHASE & CO 0.03%
Reduced 16.68%
934,342 $269,884,000.0
IEQ CAPITAL, LLC 2.73%
Reduced 1.20%
801,768 $231,590,000.0
LPL Financial LLC 0.1%
Added 16.08%
795,013 $229,639,000.0
GOLDMAN SACHS GROUP INC 0.06%
Added 1.27%
761,599 $219,988,000.0
Merriman Wealth Management, LLC 9.31%
Reduced 1.61%
749,310 $216,438,000.0
UBS Group AG 0.07%
Reduced 6.95%
691,012 $199,598,000.0
ENVESTNET ASSET MANAGEMENT INC 0.07%
Added 8.09%
684,408 $197,691,000.0