Stock
SPMD
| Ownership Count: | 1076 |
| Ownership Count: | 1076 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Creative Planning | 4.15% |
Added 5.10%
|
76,087,182 | $4,161,207,000.0 |
| Betterment LLC | 2.35% |
Added 3.74%
|
17,932,988 | $980,755,000.0 |
| LPL Financial LLC | 0.3% |
Added 5.56%
|
12,880,512 | $704,435,000.0 |
| Valmark Advisers, Inc. | 5.12% |
Added 2.33%
|
5,995,677 | $327,903,000.0 |
| TIEDEMANN ADVISORS, LLC | 10.81% |
Reduced 0.74%
|
5,749,413 | $251,766,000.0 |
| CWM, LLC | 1.33% |
Reduced 0.25%
|
5,707,488 | $312,142,000.0 |
| AlTi Global, Inc. | 7.91% |
Reduced 3.46%
|
5,390,397 | $294,800,000.0 |
| TEXAS PERMANENT SCHOOL FUND CORP | 9.54% |
Added 199.14%
|
2,974,252 | $162,661,000.0 |
| HighTower Advisors, LLC | 0.22% |
Added 2.75%
|
2,804,636 | $153,385,000.0 |
| Horizon Investments, LLC | 4.17% |
Added 1476.86%
|
2,734,848 | $136,031,000.0 |
| Facet Wealth, Inc. | 3.82% |
No Change
|
2,560,704 | $143,937,000.0 |
| MORGAN STANLEY | 0.02% |
Added 8.41%
|
2,216,853 | $121,239,000.0 |
| Stadion Money Management, LLC | 2.82% |
No Change
|
2,156,072 | $78,114,000.0 |
| RFG Advisory, LLC | 2.7% |
Added 4.22%
|
1,709,182 | $93,475,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.03% |
Added 16.11%
|
1,686,109 | $92,213,000.0 |