SEC 13F Intelligence

CIB1NGRUPO CIBEST SA

CUSIP 40090E106 · Yahoo Finance ↗ · Google Finance ↗

Grupo Cibest SA (CIB1N) has 196 institutional holders in Filings Flow’s 13F database, together reporting 20.81M shares worth $1.5B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Earnest Partners LLC, and Vanguard Capital Management LLC.

Institutional Holders
196
Q1 2026
Reported Value
$1.5B
Ticker
CIB1N
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 188Q4 ’25Q1 ’26: 196Q1 ’26Q2 ’26: 12Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $1.5BQ4 ’25Q1 ’26: $1.5BQ1 ’26Q2 ’26: $8MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Moneda S.A. Administradora General de Fondos$123M AUM5.40%$7M90.9KQ1 2026OLDER
14B Captial Management LP$124M AUM3.58%$4M70.0KQ4 2025OLDER
Truffle Hound Capital, LLC$386M AUM2.98%$11M180.0KQ4 2025OLDER
Blue Grotto Capital, LLC$868M AUM2.50%$24M382.0KQ4 2025OLDER
Crawford Fund Management, LLC$520M AUM2.15%$16M256.6KQ4 2025OLDER
C Partners Holding GmbH$317M AUM1.76%$7M129.2KQ3 2025OLDER
Triasima Portfolio Management inc.$661M AUM1.58%$10M143.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM1.54%$70M954.7KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM1.45%$3M42.7KQ1 2026OLDER
Fundamenta Capital S.A.$116M AUM1.31%$2M30.0KQ4 2025OLDER
Kerrisdale Advisers, LLC$263M AUM1.10%$3M39.7KQ1 2026OLDER
Point Nemo Capital, LLC$152M AUM0.86%$1M17.9KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.78%$190M2.61MQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.73%$14M189.2KQ1 2026OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.60%$2M23.9KQ1 2026OLDER
Banco BTG Pactual S.A.$1.1B AUM0.53%$6M83.2KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.52%$22M310.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.33%$157M2.15MQ1 2026OLDER
Stokes Family Office, LLC$969M AUM0.33%$3M43.3KQ1 2026OLDER
Boston Common Asset Management, LLC$1.7B AUM0.27%$4M70.2KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.25%$641,4338.8KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.24%$1M14.0KQ2 2026
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.24%$18M249.3KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.19%$883,92513.9KQ4 2025OLDER
Candriam S.C.A.$20.1B AUM0.16%$31M490.5KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.14%$527,0727.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.13%$47,898753Q4 2025OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.13%$1M19.6KQ1 2026OLDER
R Squared Ltd$182M AUM0.13%$269,5794.2KQ4 2025OLDER
FOCUSED ALPHA, LLC$324M AUM0.13%$405,5525.6KQ1 2026OLDER
BSW Wealth Partners$819M AUM0.12%$981,26113.5KQ1 2026OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM0.12%$10M132.4KQ1 2026OLDER
Capital Wealth Planning, LLC$18.1B AUM0.10%$15M284.6KQ3 2025OLDER
Massar Capital Management, LP$934M AUM0.10%$946,53013.0KQ1 2026OLDER
SPX Gestao de Recursos Ltda$1.2B AUM0.10%$1M16.2KQ1 2026OLDER
BARINGS LLC$6.2B AUM0.10%$6M81.5KQ1 2026OLDER
HARDING LOEVNER LP$9.7B AUM0.10%$9M127.1KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.09%$6M83.0KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$597,8709.4KQ4 2025OLDER
JBF Capital, Inc.$676M AUM0.08%$546,0757.5KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.08%$689,8749.5KQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.07%$305,0744.8KQ4 2025OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.07%$1M16.6KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.07%$819,56115.8KQ3 2025OLDER
Westfuller Advisors, LLC$232M AUM0.06%$148,8092.0KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.06%$3M60.4KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.06%$4M48.2KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.06%$764,50510.5KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.06%$40M542.9KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.05%$4M59.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.05%$58M799.3KQ1 2026OLDER
Hood River Capital Management LLC$10.0B AUM0.05%$5M68.8KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.05%$18M250.3KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.05%$17M264.5KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.04%$26M363.1KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.04%$11M147.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.04%$52M718.0KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.04%$873,72012.0KQ1 2026OLDER
GQG Partners LLC$63.1B AUM0.04%$26M505.7KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.04%$303,2544.2KQ1 2026OLDER
Henshaw Capital LLC$2.7B AUM0.04%$1M14.2KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.04%$4M61.8KQ2 2026
Basecamp Wealth Advisors LLC$469M AUM0.03%$158,9612.5KQ2 2026
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.03%$1M19.8KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.03%$3M64.9KQ3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.03%$3M47.8KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.03%$1M19.2KQ4 2025OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.03%$946,53013.0KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.02%$120,7791.7KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.02%$593,20711.4KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$20M275.6KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.02%$10M138.3KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.02%$326,9904.5KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.02%$565,8797.8KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$173,2882.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$15M200.6KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.02%$541,7067.4KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.02%$181,4432.5KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M25.5KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.02%$1M17.4KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.02%$16M222.2KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$207,7604.0KQ3 2025OLDER
AIA Group Ltd$6.9B AUM0.02%$1M15.3KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$501,5166.9KQ1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.01%$1M14.2KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$15M219.5KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.01%$7M95.2KQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.01%$4M53.7KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$1M16.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$443,5688.5KQ3 2025OLDER
Grove Bank & Trust$1.0B AUM0.01%$118,9071.5KQ2 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M44.6KQ3 2025OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.01%$217,0822.7KQ2 2026
Quadrature Capital Ltd$8.4B AUM0.01%$1M16.5KQ4 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$501,1557.9KQ1 2026OLDER
Amundi$367.1B AUM0.01%$36M495.5KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$4M52.2KQ1 2026OLDER
Strategic Investment Advisors / MI$1.4B AUM0.01%$133,7521.8KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M35.7KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$71,572983Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$410,6485.6KQ2 2026
DRW Securities, LLC$7.2B AUM0.01%$509,1607.0KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$569,5477.8KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$4M56.2KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$230,5893.2KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$32M434.6KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M21.8KQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM0.01%$364,0505.0KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$423,7545.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$4M57.0KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$357,2794.9KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.01%$21,843300Q1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$147,5302.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$3M40.0KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$129,3911.6KQ2 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M20.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.00%$210,9943.3KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$20M280.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$9M122.1KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$22,210300Q1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$301,0694.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$6M88.3KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$2M47.5KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$154,4302.1KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$863,95113.6KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.00%$561,5847.7KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.00%$278,2804.0KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$1M14.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$48M692.9KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$555,75810.7KQ3 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$1M15.6KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$306,0825.9KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$5M66.7KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$5,60677Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$2M33.1KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$197M3.09MQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$170,9582.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$25M338.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$38M516.8KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$5M67.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$152M2.09MQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$571,4817.8KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M26.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$206,8603.3KQ4 2025OLDER
Calamos Advisors LLC$28.2B AUM0.00%$663,2999.1KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$406,7175.6KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$195,9312.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$38M590.2KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$9M125.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$466,1967.3KQ4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$2M24.4KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$13,106180Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M66.2KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$2M34.1KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$897,09212.3KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6M80.1KQ1 2026OLDER
Swedbank AB$95.1B AUM0.00%$2M23.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$49M661.1KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M19.3KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$627,5498.6KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$47,180648Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$16,673229Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$37,637541Q1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$446,2178.6KQ3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$852,09611.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$10M138.7KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$7,427102Q1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,09215Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$223,3424.3KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$732,37310.1KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$6M88.3KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$5M71.2KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$645,45812.4KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$6,85094.1KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$650,2668.9KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$511,0467.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$689,4619.5KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$227,0284.4KQ4 2025OLDER
Boston Partners$95.5B AUM0.00%$617,3608.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M31.6KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M33.7KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$989,92413.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$4M48.4KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$6,55390Q1 2026OLDER
Aberdeen Group plc$61.9B AUM0.00%$319,7675.0KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$326,9894.5KQ1 2026OLDER
Belvedere Trading LLC$84.4B AUM0.00%$385,8935.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$206,6622.9KQ1 2026OLDER
MASECO LLP$3.2B AUM0.00%$13,247182Q1 2026OLDER
DODGE & COX$182.0B AUM0.00%$766,24612.0KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M42.7KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$76312Q4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$284,0864.5KQ4 2025OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$135,8072.1KQ4 2025OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$3,84952Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$757,29710.4KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$398,2626.3KQ4 2025OLDER
Investors Portfolio Services LLC$108M AUM0.00%$3846Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$415,7415.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$782,56210.7KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$21,569296Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$5,75279Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M29.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M23.0KQ2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$169,0652.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$30,249415Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$43,377683Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M19.9KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$350,8714.8KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$94,1431.3KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$3,78652Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$80111Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$15,727216Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$1,67923Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$1M15.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$7,354101Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$13,380168Q2 2026
MAI Capital Management$17.7B AUM0.00%$34,585475Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$4,95168Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$4,51771Q4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$419,1685.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$477,9986.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$1,35017Q2 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$225,9413.1KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$5828Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$6,077117Q3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$3,78652Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$23,586371Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$256,8013.5KQ1 2026OLDER
Abound Wealth Management$504M AUM0.00%$4776Q2 2026
SHP Wealth Management$1.3B AUM0.00%$1,16516Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$366,0485.0KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,52921Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$15,873218Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$4,29659Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,07840Q3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$10,290139Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$355,2615.6KQ4 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$3,93254Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$10,388200Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$25485Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$241,0743.3KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3,56951Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6,18985Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$1,23417Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,52921Q1 2026OLDER

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