DLOCAL LTD
CUSIP G29018101
Dlocal Ltd has 153 institutional holders in Filings Flow’s 13F database, together reporting 109.09M shares worth $1.4B as of Q1 2026. The largest reported holders are General Atlantic, L.P., Summit Trail Advisors, LLC, and Marshall Wace, LLP.
Institutional Holders
153
Q1 2026
Reported Value
$1.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Cria, Inc.$138M AUM | 37.67% | $52M | 4.00M | Q1 2026OLDER |
| GENERAL ATLANTIC, L.P.$2.1B AUM | 28.17% | $605M | 46.66M | Q1 2026OLDER |
| Bond Capital Management, LP$110M AUM | 10.96% | $12M | 927.5K | Q1 2026OLDER |
| TB Capital Gestao de Recursos Ltda.$163M AUM | 6.39% | $10M | 804.9K | Q1 2026OLDER |
| Lane Generational LLC$126M AUM | 5.37% | $7M | 519.9K | Q1 2026OLDER |
| Paradice Investment Management LLC$532M AUM | 5.25% | $28M | 2.15M | Q1 2026OLDER |
| Tikvah Management LLC$323M AUM | 5.02% | $16M | 1.25M | Q1 2026OLDER |
| Fourth Sail Capital LP$608M AUM | 4.83% | $29M | 2.27M | Q1 2026OLDER |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA.$714M AUM | 3.76% | $27M | 2.07M | Q1 2026OLDER |
| Ribbit Management Company, LLC$1.7B AUM | 3.00% | $50M | 3.89M | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 1.43% | $100M | 7.68M | Q1 2026OLDER |
| Azora Capital LP$1.5B AUM | 1.38% | $22M | 1.55M | Q4 2025OLDER |
| Absolute Gestao de Investimentos Ltda.$877M AUM | 1.33% | $12M | 896.2K | Q1 2026OLDER |
| Point Nemo Capital, LLC$152M AUM | 0.82% | $1M | 95.9K | Q1 2026OLDER |
| Legend Financial Advisors, Inc.$155M AUM | 0.70% | $1M | 83.7K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.59% | $3M | 210.0K | Q1 2026OLDER |
| Eddie Patel Inc$130M AUM | 0.52% | $675,833 | 52.1K | Q1 2026OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.45% | $538,255 | 41.5K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.44% | $2M | 117.1K | Q1 2026OLDER |
| Fort Baker Capital Management LP$1.3B AUM | 0.40% | $2M | 175.0K | Q3 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.34% | $4M | 279.7K | Q1 2026OLDER |
| Proem Advisors LLC$1.7B AUM | 0.33% | $6M | 425.5K | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.32% | $5M | 410.4K | Q1 2026OLDER |
| VPR Management LLC$250M AUM | 0.29% | $726,320 | 56.0K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.29% | $824,313 | 57.7K | Q3 2025OLDER |
| Burkehill Global Management, LP$2.0B AUM | 0.24% | $4M | 300.0K | Q3 2025OLDER |
| SEVEN GRAND MANAGERS, LLC$1.5B AUM | 0.22% | $3M | 200.0K | Q4 2025OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.21% | $234,823 | 16.6K | Q4 2025OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.19% | $430,669 | 33.2K | Q1 2026OLDER |
| Seelaus Asset Management LLC$142M AUM | 0.15% | $217,848 | 16.8K | Q2 2026 |
| Massar Capital Management, LP$934M AUM | 0.15% | $1M | 109.5K | Q1 2026OLDER |
| Invenomic Capital Management LP$2.2B AUM | 0.15% | $3M | 255.4K | Q1 2026OLDER |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM | 0.12% | $1M | 78.2K | Q3 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.12% | $671,249 | 54.1K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.10% | $21M | 1.49M | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.10% | $808,290 | 62.3K | Q1 2026OLDER |
| SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM | 0.10% | $3M | 207.2K | Q1 2026OLDER |
| CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM | 0.09% | $622,755 | 48.0K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.08% | $3M | 225.0K | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 0.08% | $535,500 | 37.5K | Q3 2025OLDER |
| R Squared Ltd$182M AUM | 0.07% | $134,836 | 10.4K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.07% | $95,978 | 7.4K | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.07% | $979,637 | 68.6K | Q3 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.06% | $64M | 4.97M | Q1 2026OLDER |
| Ghisallo Capital Management LLC$3.6B AUM | 0.06% | $1M | 100.0K | Q4 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.06% | $539,254 | 41.6K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.05% | $346,319 | 41.5K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.05% | $1M | 100.3K | Q4 2025OLDER |
| Diametric Capital, LP$385M AUM | 0.04% | $171,787 | 13.2K | Q1 2026OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.04% | $6M | 458.9K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.04% | $6M | 432.5K | Q1 2026OLDER |
| BAILLIE GIFFORD & CO$97.9B AUM | 0.04% | $38M | 2.89M | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.03% | $176,266 | 14.2K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.03% | $652,943 | 46.2K | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.03% | $6M | 444.1K | Q3 2025OLDER |
| Ancient Art, L.P.$459M AUM | 0.03% | $130,582 | 10.1K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $218,110 | 15.4K | Q4 2025OLDER |
| Triasima Portfolio Management inc.$661M AUM | 0.03% | $167,177 | 11.8K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $37M | 2.85M | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.02% | $453,950 | 35.0K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.02% | $549,209 | 38.5K | Q3 2025OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.02% | $585,094 | 41.0K | Q3 2025OLDER |
| JT Stratford LLC$786M AUM | 0.02% | $149,333 | 10.6K | Q4 2025OLDER |
| ALKEON CAPITAL MANAGEMENT LLC$59.5B AUM | 0.02% | $11M | 823.8K | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.02% | $396,800 | 32.0K | Q1 2026OLDER |
| Krane Funds Advisors LLC$2.4B AUM | 0.02% | $402,053 | 31.9K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.02% | $8M | 533.1K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $10M | 774.3K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $19M | 1.45M | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $8M | 598.6K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.01% | $166,993 | 11.8K | Q4 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $173,573 | 12.2K | Q3 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $386,503 | 27.3K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $290,528 | 22.4K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $18M | 1.39M | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.01% | $7M | 499.9K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $396,804 | 30.6K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $198,967 | 14.0K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $1M | 102.1K | Q2 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $278,946 | 21.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $7M | 524.8K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $461,815 | 32.3K | Q3 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.01% | $3M | 182.7K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $353,173 | 27.2K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.01% | $32,044 | 2.2K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $364,665 | 28.1K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.01% | $4M | 285.6K | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $895,655 | 69.1K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $631,961 | 44.3K | Q3 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $133,656 | 10.3K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $30,895 | 2.4K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $263,304 | 20.3K | Q1 2026OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.01% | $36,316 | 2.8K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $1M | 95.9K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $179,012 | 13.8K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $10M | 792.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $39M | 2.98M | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $1M | 79.7K | Q3 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $6M | 401.3K | Q3 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $328,012 | 25.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $18,820 | 1.3K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $37,937 | 2.9K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $458,425 | 35.3K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $9M | 722.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $53M | 4.07M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $233,460 | 18.0K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $493,781 | 38.1K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $2M | 139.9K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $745,879 | 57.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $95,226 | 7.3K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $2M | 167.9K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $16,134 | 1.1K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $37,613 | 2.9K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $12,970 | 1.0K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $347,596 | 26.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $449,505 | 34.7K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $38,013 | 2.7K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $306,728 | 23.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $11M | 839.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $29M | 2.08M | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $716,476 | 55.2K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $848,400 | 60.0K | Q4 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.00% | $42,000 | 3.3K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.00% | $143,056 | 10.1K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $11M | 867.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $6M | 481.6K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $4M | 308.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $100,518 | 7.8K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 83.0K | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $6,744 | 520 | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $708,162 | 54.6K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $296,261 | 21.0K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $831,157 | 64.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $21M | 1.58M | Q1 2026OLDER |
| Global X Japan Co., Ltd.$1.9B AUM | 0.00% | $19,766 | 1.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $13M | 1.08M | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $3,243 | 250 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $677,177 | 52.2K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $261,462 | 18.5K | Q4 2025OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.00% | $14,280 | 1.0K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $28,560 | 2.0K | Q3 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $237,750 | 16.8K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $415,051 | 29.4K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 282.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $949,468 | 73.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $94,766 | 6.7K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $142,865 | 11.0K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $7,522 | 532 | Q4 2025OLDER |
| DODGE & COX$182.0B AUM | 0.00% | $579,759 | 44.7K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1M | 101.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $15,149 | 1.2K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $1,738 | 134 | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.00% | $43,565 | 3.1K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $83,008 | 6.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 152.6K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,115 | 86 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $10,125 | 709 | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $51,980 | 3.6K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $209,869 | 16.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $787,525 | 60.7K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $336,869 | 26.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 109.8K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $12,970 | 1.0K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $153,720 | 11.9K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $286,676 | 22.1K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $181,567 | 14.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $134,914 | 10.4K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.00% | $1M | 80.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $4,202 | 324 | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $2M | 157.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $2,641 | 213 | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.00% | $35,350 | 2.5K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $1,297 | 100 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $2M | 171.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $1,946 | 150 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $46,548 | 3.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $209,823 | 14.8K | Q4 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $130 | 10 | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $195,938 | 13.9K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $339,905 | 26.2K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $221,865 | 17.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $454 | 35 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $10,582 | 855 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $62,577 | 5.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $16,803 | 1.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $6,810 | 525 | Q2 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $817,123 | 63.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,128 | 87 | Q2 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $1M | 97.0K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $252,020 | 19.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $73,000 | 5.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $1,244 | 100 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $312 | 24 | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $311 | 24 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $455,670 | 35.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $34,450 | 2.7K | Q2 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $6,329 | 488 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $357 | 25 | Q3 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $5,551 | 428 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1,977 | 140 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $687 | 53 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $78 | 6 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $519 | 40 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.