SEC 13F Intelligence

ASTHASTRANA HEALTH INC

CUSIP 03763A207 · Yahoo Finance ↗ · Google Finance ↗

Astrana Health Inc (ASTH) has 171 institutional holders in Filings Flow’s 13F database, together reporting 30.01M shares worth $729M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
171
Q1 2026
Reported Value
$729M
Ticker
ASTH
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 24Q4 ’18Q1 ’19: 24Q2 ’19: 22Q2 ’19Q3 ’19: 30Q2 ’21: 91Q2 ’21Q4 ’21: 135Q4 ’22: 117Q4 ’22Q4 ’25: 175Q1 ’26: 171Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $17MQ4 ’18Q1 ’19: $23MQ2 ’19: $18MQ2 ’19Q3 ’19: $78MQ2 ’21: $1.9BQ2 ’21Q4 ’21: $4.4BQ4 ’22: $136MQ4 ’22Q4 ’25: $709MQ1 ’26: $729MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
325 CAPITAL LLC$274M AUM16.43%$45M1.84MQ1 2026
1492 Capital Management LLC$263M AUM1.43%$4M153.7KQ1 2026
683 Capital Management, LLC$1.9B AUM0.90%$17M700.0KQ1 2026
Rhenman & Partners Asset Management AB$810M AUM0.60%$5M190.0KQ2 2025OLDER
Westmount Partners, LLC$457M AUM0.47%$2M77.8KQ1 2026
SteelPeak Wealth, LLC$3.9B AUM0.42%$14M559.9KQ1 2026
Insight Wealth Strategies, LLC$896M AUM0.39%$4M143.3KQ1 2026
Bastion Asset Management Inc.$328M AUM0.35%$603,50121.4KQ3 2025OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.33%$2M63.0KQ1 2026
VARCOV Co.$268M AUM0.29%$744,35030.0KQ4 2025OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.28%$12M450.5KQ4 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.19%$1M42.2KQ1 2026
Emerald Investment Advisers, LLC$1.1B AUM0.15%$2M69.8KQ1 2026
EntryPoint Capital, LLC$341M AUM0.15%$382,07313.5KQ3 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.14%$1M58.7KQ1 2026
Aubrey Capital Management Ltd$186M AUM0.14%$436,74515.1KQ3 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.10%$10M397.0KQ1 2026
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.08%$13M544.0KQ1 2026
Shay Capital LLC$1.2B AUM0.08%$980,80040.0KQ1 2026
Bridgefront Capital, LLC$402M AUM0.08%$323,81113.2KQ1 2026
SG Capital Management LLC$1.5B AUM0.08%$794,41632.0KQ4 2025OLDER
F/m Investments LLC$1.5B AUM0.07%$2M70.7KQ4 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.04%$9M386.4KQ1 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$12M481.5KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$249,09210.0KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.03%$1M40.7KQ3 2025OLDER
Petrus Trust Company, LTA$915M AUM0.03%$296,02211.9KQ2 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$812,70928.7KQ3 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.03%$351,03012.4KQ3 2025OLDER
State of Wyoming$844M AUM0.03%$226,0259.2KQ1 2026
EARNEST PARTNERS LLC$24.3B AUM0.02%$5M220.0KQ1 2026
Edgestream Partners, L.P.$3.0B AUM0.02%$677,14427.6KQ1 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$366,89315.0KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.02%$705,44028.8KQ1 2026
AXA Investment Managers S.A.$37.1B AUM0.02%$6M207.5KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$269,6949.5KQ3 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$533,87521.5KQ2 2025OLDER
Yarbrough Capital, LLC$2.9B AUM0.01%$394,33015.9KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$233,3009.4KQ2 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$4M154.3KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.01%$14,458510Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$9M351.6KQ1 2026
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$61,1192.2KQ3 2025OLDER
AXA S.A.$256M AUM0.01%$3M126.6KQ2 2025OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$407,37516.6KQ1 2026
Louisiana State Employees Retirement System$5.7B AUM0.01%$468,33219.1KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$34M1.37MQ1 2026
Man Group plc$55.1B AUM0.01%$4M153.4KQ1 2026
Maryland State Retirement & Pension System$4.9B AUM0.01%$301,02312.1KQ2 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$33M1.34MQ1 2026
Illinois Municipal Retirement Fund$7.9B AUM0.01%$453,42418.5KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$359,27414.5KQ4 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.01%$659,72523.3KQ3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$562,36622.9KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M83.0KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$3M104.5KQ1 2026
Jump Financial, LLC$7.5B AUM0.00%$309,77712.5KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$790,26827.9KQ3 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$776,69631.7KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.00%$469,58319.2KQ1 2026
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$439,69317.9KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$490,76719.8KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$7M265.9KQ1 2026
Centiva Capital, LP$13.6B AUM0.00%$209,6898.4KQ2 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$241,6459.9KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$14M551.6KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M74.3KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$30,1351.2KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$3M134.9KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$874,87535.3KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$257,28810.5KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$56M2.28MQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.00%$571,61023.3KQ1 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$6,426259Q4 2025OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$204,1207.2KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$151M6.16MQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$2M64.5KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$83,5893.4KQ1 2026
Point72 (DIFC) Ltd$1.5B AUM0.00%$38,8721.4KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$634,02025.6KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$290,66011.9KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$16M644.2KQ1 2026
Jain Global LLC$24.2B AUM0.00%$507,46517.9KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$4M145.6KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$230,5629.4KQ1 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$781,45231.9KQ1 2026
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$391,65816.0KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M100.6KQ1 2026
State of Tennessee, Department of Treasury$29.8B AUM0.00%$607,70424.8KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$2M70.2KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.00%$227,7919.3KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$8M309.1KQ1 2026
CREDIT AGRICOLE S A$38.1B AUM0.00%$757,66830.9KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$20,131821Q1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M58.4KQ1 2026
Acumen Wealth Advisors, LLC$372M AUM0.00%$6,866280Q1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$7M293.0KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.00%$474,46116.7KQ3 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$303,28812.4KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$25M1.04MQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$105M4.24MQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$11M438.2KQ1 2026
Brooklyn Investment Group$3.2B AUM0.00%$10,649428Q2 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$40M1.65MQ1 2026
&PARTNERS$20.2B AUM0.00%$280,75411.7KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$1M51.4KQ1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$261,60410.7KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$1M43.9KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$9M351.1KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$49,1382.0KQ1 2026
Swiss National Bank$173.8B AUM0.00%$2M88.4KQ1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$9,955406Q1 2026
GAMMA Investing LLC$2.7B AUM0.00%$25,5991.0KQ1 2026
UBS Group AG$666.3B AUM0.00%$7M301.9KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$807,00232.9KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$494,25020.2KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$761,99030.7KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$264,41210.7KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$42M1.71MQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$14M574.7KQ1 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$11,298451Q1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$5M221.8KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$252,55610.3KQ1 2026
Lido Advisors, LLC$32.7B AUM0.00%$254,07510.2KQ2 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M138.4KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$308,90312.6KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$804,16332.8KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$600,88824.5KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$7M295.3KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M50.3KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$795,45332.4KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$11M433.8KQ1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$65,6902.7KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$1M45.6KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$2M86.1KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$788,58732.2KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$2M99.1KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$299,88012.2KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$525,46421.4KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$304,96212.4KQ1 2026
FMR LLC$1.90T AUM0.00%$10M416.1KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$573,60823.4KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M124.2KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M60.3KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M94.7KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M103.0KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$328,93613.4KQ1 2026
ProShare Advisors LLC$67.5B AUM0.00%$218,9777.7KQ3 2025OLDER
MASECO LLP$3.2B AUM0.00%$10,067406Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$4M153.6KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$285,227695Q4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$842,97334.4KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$448,22618.3KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M45.6KQ1 2026
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$4,512184Q1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M112.5KQ1 2026
Westfuller Advisors, LLC$232M AUM0.00%$77327Q3 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$245,20010.0KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$769,31531.4KQ1 2026
Point72 Europe (London) LLP$2.0B AUM0.00%$6,419226Q3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$493,50220.1KQ1 2026
Quarry LP$558M AUM0.00%$1,27552Q1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$7,429303Q1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$405,16816.5KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$212,4837.5KQ3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$200,5767.1KQ3 2025OLDER
Point72 Hong Kong Ltd$2.2B AUM0.00%$4,115145Q3 2025OLDER
EASTERN BANK$6.5B AUM0.00%$10,631375Q3 2025OLDER
LRI Investments, LLC$1.1B AUM0.00%$1,98681Q1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$4,746195Q1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$10,593432Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$90,0863.7KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$382,21815.6KQ1 2026
Bell Investment Advisors, Inc$639M AUM0.00%$96434Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$5,111206Q4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$590,27024.1KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1M49.4KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$4,561186Q1 2026
Creative Planning$147.4B AUM0.00%$200,6968.2KQ1 2026
Keating Financial Advisory Services, Inc.$619M AUM0.00%$83434Q1 2026
Larson Financial Group LLC$3.1B AUM0.00%$4,070166Q1 2026
Physician Wealth Advisors, Inc.$719M AUM0.00%$82233Q2 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$6,498265Q1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$32,4151.3KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$229,6549.4KQ1 2026
UMB Bank, n.a.$7.2B AUM0.00%$7,797318Q1 2026
Vermillion Wealth Management, Inc.$255M AUM0.00%$39714Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M56.2KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$26,6291.1KQ1 2026
Hughes Financial Services, LLC$651M AUM0.00%$51623Q3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,03142Q1 2026
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$46619Q1 2026
Fortitude Family Office, LLC$448M AUM0.00%$2249Q2 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$39714Q3 2025OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$76931Q4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$223,5009.1KQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$95639Q1 2026
STRS OHIO$25.2B AUM0.00%$12,260500Q1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$2,624107Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$99540Q2 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$93633Q3 2025OLDER
Trust Co$1.1B AUM0.00%$24510Q1 2026
HFM Investment Advisors, LLC$260M AUM0.00%$502Q2 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$37,8841.5KQ1 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$2559Q3 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$251Q1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$4,953202Q1 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$66227Q1 2026
Parkworth Wealth Management, Inc.$139M AUM0.00%$251Q2 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$2,49588Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$22,484917Q1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$7,666309Q4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$2,452100Q1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$44118Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$20,513848Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$1,00541Q1 2026
US BANCORP \DE\$82.4B AUM0.00%$7,454304Q1 2026
CWM, LLC$38.1B AUM0.00%$3,163129Q1 2026
Allworth Financial LP$24.7B AUM0.00%$1,71770Q1 2026
Dunhill Financial, LLC$424M AUM0.00%$291Q1 2026
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1004Q2 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$35,0001.4KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2,697110Q1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$99240Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1425Q4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$321Q3 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$572Q3 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$743Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1706Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$5,557196Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$24810Q4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$49720Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.