Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $489.9M |
| 2 | FIRST CITIZENS BANK & TRUST CO | $488.1M |
| 3 | Plancorp, LLC | $365.7M |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$489.9M | |
| 2 | +$488.1M | |
| 3 | +$365.7M |
| # | ||
|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $489.9M |
| 2 | FIRST CITIZENS BANK & TRUST CO | $488.1M |
| 3 | Plancorp, LLC | $365.7M |
| # | ||
|---|---|---|
| 1 | +$489.9M | |
| 2 | +$488.1M | |
| 3 | +$365.7M |