GAMCO GLOBAL GOLD NAT RES &
CUSIP 36465A109
Gamco Global Gold Nat Res & has 165 institutional holders in Filings Flow’s 13F database, together reporting 24.17M shares worth $120M as of Q1 2026. The largest reported holders are Morgan Stanley, Formidable Asset Management, LLC, and Bank Of America Corp /De/.
Institutional Holders
165
Q1 2026
Reported Value
$120M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Formidable Asset Management, LLC$648M AUM | 1.10% | $7M | 1.38M | Q1 2026OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 0.69% | $2M | 286.3K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.62% | $2M | 304.4K | Q3 2025OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.62% | $1M | 228.3K | Q1 2026OLDER |
| Alessandra Capital Management, LLC$113M AUM | 0.47% | $523,740 | 101.5K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.40% | $5M | 957.5K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.39% | $528,374 | 99.3K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.24% | $593,079 | 111.5K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.20% | $299,761 | 56.3K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.15% | $977,295 | 189.6K | Q3 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.11% | $5M | 926.6K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.10% | $267,277 | 50.2K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.10% | $267,277 | 50.2K | Q1 2026OLDER |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 0.10% | $776,720 | 146.0K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.10% | $433,497 | 81.5K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.09% | $1M | 231.5K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.09% | $776,770 | 160.5K | Q2 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.08% | $2M | 378.8K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.08% | $668,749 | 125.7K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.07% | $92,766 | 18.0K | Q4 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.07% | $599,181 | 112.6K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.06% | $720,365 | 135.4K | Q1 2026OLDER |
| Trevian Wealth Management LLC$203M AUM | 0.06% | $114,085 | 22.1K | Q3 2025OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.06% | $66,234 | 12.4K | Q1 2026OLDER |
| Tiptree Advisors, LLC$172M AUM | 0.06% | $96,611 | 18.2K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.05% | $221,880 | 43.0K | Q4 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.05% | $1M | 213.9K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.05% | $2M | 327.8K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.05% | $335,969 | 63.2K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.04% | $160,558 | 30.2K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.04% | $488,110 | 91.8K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.04% | $70,490 | 13.3K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.03% | $96,089 | 18.1K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.03% | $73,150 | 13.8K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.03% | $475,423 | 92.2K | Q3 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.03% | $3M | 626.2K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.03% | $2M | 357.7K | Q3 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.03% | $2M | 339.1K | Q2 2026 |
| Pinnacle Family Advisors, LLC$213M AUM | 0.03% | $66,150 | 12.4K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 0.03% | $116,842 | 24.1K | Q2 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.03% | $116,968 | 22.0K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.03% | $2M | 384.9K | Q2 2026 |
| WT Wealth Management$336M AUM | 0.03% | $93,366 | 17.6K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.03% | $469,055 | 88.2K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.03% | $47,082 | 8.8K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.02% | $103,607 | 19.5K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.02% | $712,859 | 138.2K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $745,464 | 140.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 782.4K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.02% | $54,445 | 10.2K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.02% | $209,790 | 43.3K | Q2 2026 |
| Detalus Advisors, LLC$438M AUM | 0.02% | $73,249 | 13.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $239,103 | 44.1K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $149,088 | 28.0K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $342,792 | 64.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $652,902 | 136.6K | Q4 2025OLDER |
| Tactive Advisors, LLC$406M AUM | 0.02% | $55,545 | 10.8K | Q3 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $209,246 | 39.3K | Q1 2026OLDER |
| Pacific Sage Partners, LLC$636M AUM | 0.01% | $92,275 | 17.3K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 0.01% | $133,144 | 25.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $4M | 694.0K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.01% | $135,433 | 28.0K | Q2 2026 |
| Vantage Financial Partners, LLC$493M AUM | 0.01% | $67,309 | 13.0K | Q4 2025OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.01% | $58,974 | 11.4K | Q4 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $241,998 | 45.4K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $455,999 | 85.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.01% | $87,416 | 16.9K | Q4 2025OLDER |
| Hurley Capital, LLC$187M AUM | 0.01% | $22,238 | 4.2K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $181,722 | 35.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $253,870 | 47.7K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $372,400 | 70.0K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.01% | $105,613 | 19.9K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.01% | $148,184 | 27.9K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.01% | $53,200 | 10.0K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.01% | $53,200 | 10.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $730,714 | 137.4K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.01% | $59,283 | 11.5K | Q3 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.01% | $175,560 | 33.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 968.2K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.01% | $17,732 | 3.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 278.2K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.01% | $80,212 | 15.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $583,115 | 109.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $520,296 | 97.8K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $7,613 | 1.4K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $183,540 | 34.5K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $61,180 | 11.5K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $75,451 | 14.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $466,771 | 86.1K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $17,538 | 3.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $587,602 | 110.5K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $332,058 | 62.4K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.00% | $120,253 | 23.3K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.00% | $106,608 | 20.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $340,452 | 64.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 773.6K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.00% | $70,197 | 13.2K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.00% | $83,657 | 15.7K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $175,815 | 34.1K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.00% | $128,467 | 24.1K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.00% | $4,256 | 800 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 498.9K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.00% | $3,309 | 622 | Q1 2026OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.00% | $7,921 | 1.5K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $726,313 | 136.5K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $139,328 | 26.2K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $49,407 | 9.3K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.00% | $2,325 | 437 | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.00% | $73,519 | 13.8K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $6,384 | 1.2K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $212,478 | 39.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $17,327 | 3.3K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $69,293 | 13.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $125,541 | 23.6K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $2,373 | 446 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $22M | 4.23M | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $14,611 | 2.8K | Q3 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $110,693 | 20.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $71,341 | 13.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $84,040 | 15.8K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $31,920 | 6.0K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $7,740 | 1.5K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $177,918 | 33.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 665.4K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $75,880 | 14.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $638,650 | 120.0K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $3,096 | 600 | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 202.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $739,147 | 138.9K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $3,181 | 598 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 472.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 742.0K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $551,421 | 103.7K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $5,040 | 1.1K | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $434,197 | 81.6K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $118,792 | 22.3K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $46,440 | 9.0K | Q4 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $16,958 | 3.5K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $217,588 | 40.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $130,636 | 24.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $29,778 | 5.8K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7M | 1.29M | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $13,034 | 2.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $79,311 | 14.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $116,778 | 22.6K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $119,426 | 23.2K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $1M | 212.1K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $65,878 | 12.8K | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $3,578 | 673 | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.00% | $550 | 103 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $62,508 | 12.1K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $58,308 | 11.3K | Q4 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $4,256 | 800 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $2,766 | 520 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $6,708 | 1.3K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $121,418 | 22.8K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $82,726 | 15.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 209.1K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $1,075 | 202 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $11,704 | 2.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $149,072 | 28.3K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,442 | 635 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $77,438 | 14.6K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $310 | 60 | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $99,720 | 18.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $381,002 | 71.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $34,530 | 6.5K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $57,576 | 10.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $710,172 | 133.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $16,440 | 3.1K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $8,115 | 1.5K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $212 | 40 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $112,441 | 21.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $65,581 | 12.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,323 | 480 | Q2 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,888 | 390 | Q2 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $14,630 | 2.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $327,137 | 61.5K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $1,330 | 250 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $50,231 | 9.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $266,458 | 50.1K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $447 | 84 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $5,320 | 1.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $68,661 | 12.9K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $32 | 6 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $583 | 113 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $6,458 | 1.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1,404 | 264 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $645 | 125 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2,256 | 424 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3,541 | 687 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2,708 | 509 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $16 | 3 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $5 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.