High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$7.76B +682% 33,514,222
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.59B +213% 104,784,834
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.65B +441,644% 208,226,528
4
UBS Group
4
UBS Group
Switzerland
$3.87B +150% 181,411,089
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.7B +208% 28,582,775
6
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$3.18B +2,615% 28,812,227
7
Cerity Partners
7
Cerity Partners
New York
$3.08B +2,619% 3,686,805
8
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.05B +480% 24,582,578
9
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.75B +738% 27,699,844
10
Capital World Investors
10
Capital World Investors
California
$2.71B +1,131% 13,582,939
11
Cerity Partners
11
Cerity Partners
New York
$2.33B +20,923% 248,776
12
Charles Schwab
12
Charles Schwab
California
$1.99B +139% 12,515,744
13
Charles Schwab
13
Charles Schwab
California
$1.95B +211% 10,134,386
14
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.9B +151% 59,026,643
15
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.87B +194% 38,325,724
16
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$1.47B +428% 1,658,205
17
Capital Research Global Investors
17
Capital Research Global Investors
California
$1.35B +183% 6,752,734
18
Capital International Investors
18
Capital International Investors
California
$1.33B +130% 6,595,704
19
GQG Partners
19
GQG Partners
Florida
$1.32B +32,822% 8,027,549
20
Jane Street
20
Jane Street
New York
$1.3B +2,752% 17,159,234
21
Cerity Partners
21
Cerity Partners
New York
$1.26B +787% 466,294
22
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.23B +255% 6,905,332
23
WCM Investment Management
23
WCM Investment Management
California
$1.2B +889% 3,363,112
24
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.18B +201% 36,162,947
25
Fidelity Investments
25
Fidelity Investments
Massachusetts
$1.17B +209% 6,812,750