CONSOLIDATED WATER CO INC
CUSIP G23773107
Consolidated Water Co Inc has 173 institutional holders in Filings Flow’s 13F database, together reporting 10.18M shares worth $337M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Morgan Stanley.
Institutional Holders
173
Q1 2026
Reported Value
$337M
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 |
|---|---|---|---|---|
| TSP Capital Management Group, LLC$410M AUM | 3.87% | $16M | 479.2K | Q1 2026OLDER |
| Western Standard LLC$190M AUM | 2.22% | $7M | 211.8K | Q3 2025OLDER |
| AltraVue Capital, LLC$1.2B AUM | 2.03% | $24M | 711.1K | Q1 2026OLDER |
| Farrow Financial, Inc.$176M AUM | 1.59% | $3M | 84.6K | Q1 2026OLDER |
| Teton Advisors, LLC$142M AUM | 0.71% | $1M | 30.4K | Q1 2026OLDER |
| Illumine Investment Management, LLC$130M AUM | 0.64% | $829,210 | 25.0K | Q1 2026OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.51% | $10M | 300.3K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.44% | $524,940 | 14.9K | Q4 2025OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.25% | $375,535 | 11.3K | Q1 2026OLDER |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 0.24% | $5M | 157.3K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.24% | $9M | 272.0K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.20% | $6M | 176.6K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.18% | $274,730 | 8.3K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$609M AUM | 0.17% | $884,801 | 23.6K | Q4 2025OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 0.16% | $235,450 | 7.1K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.14% | $2M | 52.8K | Q1 2026OLDER |
| Sentry LLC$314M AUM | 0.12% | $386,179 | 11.7K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.11% | $2M | 60.4K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.09% | $462,264 | 13.1K | Q4 2025OLDER |
| Byrne Asset Management LLC$185M AUM | 0.08% | $157,058 | 5.3K | Q2 2026 |
| GWN SECURITIES INC.$523M AUM | 0.08% | $397,771 | 12.0K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.07% | $1M | 44.0K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 0.07% | $302,054 | 9.1K | Q1 2026OLDER |
| Gitterman Wealth Management, LLC$436M AUM | 0.07% | $293,567 | 8.3K | Q3 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.07% | $296,000 | 8.4K | Q4 2025OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.05% | $656,641 | 18.6K | Q4 2025OLDER |
| First Nebraska Trust Co$591M AUM | 0.04% | $233,760 | 16.9K | Q2 2026 |
| RENAISSANCE GROUP LLC$2.4B AUM | 0.04% | $864,266 | 26.1K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.03% | $250,685 | 7.6K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.03% | $306,301 | 8.7K | Q3 2025OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.03% | $997,641 | 30.1K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.02% | $325,975 | 11.1K | Q2 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $230,946 | 7.0K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.02% | $8M | 230.5K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $579,600 | 17.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $10M | 299.6K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.01% | $19,872 | 600 | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $13 | 377 | Q4 2025OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.01% | $759,230 | 23.0K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $374,709 | 12.7K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $905,913 | 27.4K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 42.1K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.01% | $2M | 70.3K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $81,806 | 2.5K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $313,069 | 9.5K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $1M | 34.6K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $50,959 | 1.4K | Q4 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $360,676 | 10.9K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $4M | 101.2K | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $5M | 142.3K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $160,566 | 4.8K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $35,008 | 1.1K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.01% | $33,120 | 1.0K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.01% | $91,047 | 2.7K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $278,944 | 7.9K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $247,842 | 7.0K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $66,240 | 2.0K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.00% | $330,240 | 10.0K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $209,976 | 6.0K | Q4 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $233,463 | 7.0K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $12,321 | 372 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $17,010 | 482 | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $632,592 | 19.1K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $16,560 | 500 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 54.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $81,078 | 2.4K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $33,617 | 1.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $10M | 293.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $32M | 909.4K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $212,587 | 6.0K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 51.2K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $986,479 | 29.8K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $1M | 32.5K | Q1 2026OLDER |
| Copeland Capital Management, LLC$4.5B AUM | 0.00% | $69,783 | 2.1K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $665,844 | 20.1K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $282,116 | 8.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 91.8K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $3M | 75.9K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $41,797 | 1.3K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $149,172 | 4.5K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $8M | 240.3K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $289,649 | 8.2K | Q3 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $637,858 | 19.3K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $3,312 | 100 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 47.6K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.00% | $106,288 | 6.5K | Q2 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $618,845 | 17.5K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $16M | 497.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $603,844 | 18.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $201,931 | 6.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $626,432 | 18.9K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 33.1K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $14M | 426.0K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $515,281 | 15.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $3M | 101.2K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $496,001 | 14.1K | Q4 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $486,135 | 14.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $45M | 1.37M | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $758,448 | 22.9K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $1,221 | 36 | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $664,131 | 20.1K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $1M | 37.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $17,222 | 520 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $5M | 138.8K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $708,790 | 21.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $1M | 41.9K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $23M | 681.7K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $394,459 | 11.9K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 48.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $369,020 | 11.1K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $7,121 | 215 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $34M | 963.0K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 122.0K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $530 | 16 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $121,219 | 3.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 42.2K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $143,973 | 4.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $155,399 | 4.7K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $661,837 | 20.0K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $11M | 332.2K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 61.9K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $318,681 | 9.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $251,948 | 7.6K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $665,513 | 20.1K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $1M | 37.6K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $6M | 191.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 37.8K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $147,119 | 4.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $10,034 | 303 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $41,831 | 1.3K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $94,783 | 2.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 62.1K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $4,483 | 135 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $394 | 11 | Q3 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $12,586 | 380 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $960,248 | 29.0K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $11,261 | 340 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $2,829 | 85 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $789,480 | 23.8K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $645,807 | 18.3K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $1M | 41.1K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $729 | 22 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $20,582 | 622 | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $1,656 | 50 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $930,000 | 28.1K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $81,409 | 2.5K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $529 | 15 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $3,961 | 120 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $3,776 | 128 | Q2 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $215,280 | 6.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $4,372 | 132 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $299 | 9 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,451 | 74 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $31,223 | 943 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $791,766 | 23.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $62,001 | 1.9K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $1,210 | 41 | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $3,141 | 89 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $243,962 | 7.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $547,005 | 16.5K | Q2 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $190,539 | 5.8K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $762 | 23 | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $2,815 | 85 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $165,302 | 5.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $4,399 | 132 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $54,784 | 1.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $3,180 | 96 | Q2 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $2,020 | 61 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 30.7K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $1,412 | 40 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $655,643 | 19.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $597 | 18 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $268,272 | 8.1K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $343 | 10.3K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $265 | 8 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $203 | 6 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $268,404 | 8.1K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $27,092 | 818 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $31,755 | 960 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $46,037 | 1.4K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $107,176 | 3.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $4,372 | 132 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $729 | 22 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,656 | 50 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $93,332 | 2.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $861 | 26 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $635 | 18 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $24,437 | 762 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $132 | 4 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $318 | 9 | Q4 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $33 | 1 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6,359 | 192 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $729 | 22 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1,855 | 56 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,060 | 32 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $71 | 2 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $927 | 28 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $33 | 1 | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.