CCSICONSENSUS CLOUD SOLUTIONS IN
CUSIP 20848V105 · Yahoo Finance ↗ · Google Finance ↗
Consensus Cloud Solutions In (CCSI) has 166 institutional holders in Filings Flow’s 13F database, together reporting 18.78M shares worth $425M as of Q1 2026. The largest reported holders are Janus Henderson Group Ltd., Heron Bay Capital Management, and Gates Capital Management, Inc..
Institutional Holders
166
Q1 2026
Reported Value
$425M
Ticker
CCSI
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Heron Bay Capital Management$1.1B AUM | 4.46% | $48M | 2.04M | Q1 2026OLDER |
| Kent Lake PR LLC$198M AUM | 2.97% | $6M | 200.0K | Q3 2025OLDER |
| Ballast Asset Management, LP$225M AUM | 1.75% | $4M | 166.1K | Q1 2026OLDER |
| Gates Capital Management, Inc.$3.7B AUM | 1.19% | $44M | 1.84M | Q1 2026OLDER |
| Kennondale Capital Management LLC$139M AUM | 1.00% | $1M | 58.6K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.71% | $6M | 267.2K | Q1 2026OLDER |
| NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM | 0.66% | $14M | 582.5K | Q1 2026OLDER |
| Bridge City Capital, LLC$361M AUM | 0.51% | $2M | 77.8K | Q1 2026OLDER |
| SummerHaven Investment Management, LLC$163M AUM | 0.49% | $791,610 | 33.3K | Q1 2026OLDER |
| RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM | 0.27% | $5M | 200.9K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.23% | $9M | 371.1K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.16% | $763,122 | 32.1K | Q2 2026 |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.13% | $5M | 199.1K | Q1 2026OLDER |
| S&T BANK/PA$268M AUM | 0.10% | $276,666 | 11.7K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.09% | $235,664 | 8.0K | Q3 2025OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.08% | $3M | 131.6K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.06% | $1M | 43.9K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.06% | $481,186 | 20.3K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.05% | $567,320 | 26.0K | Q4 2025OLDER |
| DGS Capital Management, LLC$609M AUM | 0.05% | $319,849 | 13.5K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.05% | $259,336 | 10.9K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.05% | $228,616 | 9.6K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.04% | $732,878 | 30.9K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.03% | $356,839 | 12.2K | Q3 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.03% | $522,280 | 22.0K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.03% | $235,988 | 8.0K | Q3 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.03% | $1M | 59.7K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.03% | $59M | 2.47M | Q1 2026OLDER |
| Tweedy, Browne Co LLC$1.3B AUM | 0.03% | $339,825 | 15.6K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $828,360 | 34.9K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.02% | $352,681 | 14.9K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $3M | 141.6K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $4M | 179.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $793,035 | 33.4K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $497,306 | 20.9K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.01% | $29,723 | 1.3K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $637,846 | 26.9K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $316,000 | 13.3K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.01% | $2M | 79.0K | Q4 2025OLDER |
| PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM | 0.01% | $242,772 | 8.3K | Q3 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $583,221 | 24.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $508,447 | 21.4K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $5M | 220.3K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $30,340 | 1.3K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.01% | $189,920 | 8.0K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $29,370 | 1.0K | Q3 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $391,568 | 16.5K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $9M | 376.5K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $2M | 56.0K | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $233,198 | 9.8K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $25,268 | 1.2K | Q4 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.00% | $657,598 | 27.7K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $6M | 260.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $8M | 321.2K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $316,579 | 10.8K | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 95.3K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $7,725 | 335 | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $5,009 | 211 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 80.5K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 98.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $528,631 | 18.0K | Q3 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 69.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $3M | 116.0K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $1M | 51.2K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $235,643 | 9.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 61.0K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $218,102 | 7.4K | Q3 2025OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $391,235 | 16.5K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $16,618 | 700 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 87.2K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $8M | 331.5K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $1M | 56.0K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $54,157 | 2.5K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $325,096 | 13.7K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $202,075 | 8.5K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $37,082 | 972 | Q2 2026 |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $3,799 | 160 | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $211,381 | 8.9K | Q2 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $258,457 | 10.9K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $8M | 343.8K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $38,506 | 1.6K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 50.0K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $2M | 73.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $405,289 | 17.1K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $122,498 | 5.2K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $1M | 60.3K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $22,672 | 955 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 69.7K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.00% | $878 | 37 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $220,497 | 9.3K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $484,201 | 20.4K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $15M | 638.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $7M | 289.3K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $3M | 124.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $7,859 | 206 | Q2 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $11M | 473.0K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $202,194 | 8.5K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $415,616 | 17.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $309,729 | 12.9K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $266,766 | 11.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 223.9K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $337,014 | 14.2K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $32M | 1.35M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $21,176 | 892 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $36M | 1.65M | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $2M | 88.1K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $592,990 | 25.0K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.00% | $472,310 | 19.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $4M | 157.3K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $890,060 | 37.5K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $19M | 797.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $110,016 | 5.0K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 79.0K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,586 | 54 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $44,310 | 1.9K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $12M | 491.1K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 83.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $245,400 | 10.3K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $6,647 | 280 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 222.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 104.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $261,230 | 11.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $950,241 | 40.0K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $213,185 | 9.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 201.5K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $132,659 | 5.6K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $896,850 | 37.8K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $855 | 36 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $119,697 | 5.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $2,042 | 86 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 54.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $298,863 | 12.6K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $458 | 21 | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $6,409 | 270 | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $517,271 | 21.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $8,855 | 373 | Q2 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $10,303 | 434 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $455,309 | 19.2K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $918,310 | 38.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 80.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $912,162 | 38.4K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,024 | 43.1K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $4,724 | 199 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $347,331 | 15.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $192,293 | 8.1K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $404 | 17 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $233,779 | 10.7K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $997 | 42 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $2,113 | 89 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $8,689 | 366 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $4,364 | 200 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $244,949 | 10.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $96,646 | 4.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $231,237 | 9.7K | Q2 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $6,755 | 230 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $15,596 | 657 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $6,695 | 282 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $570 | 24 | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $24,215 | 1.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $686 | 29 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $676 | 23 | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $95,553 | 4.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $6,169 | 260 | Q2 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $1,947 | 70 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $29,983 | 1.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $926 | 39 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $8,260 | 348 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $229,432 | 9.7K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $95 | 4 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $24,904 | 1.0K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $2,564 | 108 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $38,720 | 1.6K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $40,382 | 1.7K | Q1 2026OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.00% | $2,279 | 96 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,282 | 54 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1,187 | 50 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $24,000 | 1.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3,276 | 138 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $147 | 5 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $356 | 15 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,511 | 190 | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $24 | 1 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,421 | 102 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $24 | 1 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $29 | 1 | Q3 2025OLDER |
| NATIXIS$28.0B AUM | 0.00% | $65 | 3 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $171 | 7 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.