SEC 13F Intelligence

PROTHENA CORP PLC

CUSIP G72800108

Prothena Corp PLC has 183 institutional holders in Filings Flow’s 13F database, together reporting 47.00M shares worth $439M as of Q1 2026. The largest reported holders are FMR LLC, Rubric Capital Management LP, and Blackrock, Inc..

Institutional Holders
183
Q1 2026
Reported Value
$439M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 93Q4 ’18Q1 ’19: 111Q2 ’19: 110Q2 ’19Q3 ’19: 101Q2 ’21: 133Q2 ’21Q4 ’21: 174Q4 ’22: 182Q4 ’22Q4 ’25: 179Q1 ’26: 183Q1 ’26Q2 ’26: 11filingsflow.com
Total reported value
Q4 ’18: $427MQ4 ’18Q1 ’19: $772MQ2 ’19: $18.4BQ2 ’19Q3 ’19: $622MQ2 ’21: $22.0BQ2 ’21Q4 ’21: $17.1BQ4 ’22: $1.7BQ4 ’22Q4 ’25: $434MQ1 ’26: $439MQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Rangeley Capital, LLC$103M AUM4.24%$4M449.5KQ1 2026OLDER
Birchview Capital, LP$176M AUM2.48%$4M449.0KQ1 2026OLDER
Penbrook Management LLC$132M AUM2.00%$3M271.7KQ1 2026OLDER
Palo Alto Investors LP$654M AUM1.80%$12M1.21MQ1 2026OLDER
MONIMUS CAPITAL MANAGEMENT, LP$361M AUM1.31%$5M485.6KQ1 2026OLDER
ADAR1 Capital Management, LLC$1.7B AUM0.90%$15M1.58MQ1 2026OLDER
Rubric Capital Management LP$9.4B AUM0.51%$49M5.00MQ1 2026OLDER
Focused Wealth Management, Inc$964M AUM0.21%$2M207.4KQ1 2026OLDER
DCF Advisers, LLC$375M AUM0.19%$711,96173.2KQ1 2026OLDER
Duncan Williams Asset Management, LLC$361M AUM0.19%$683,13170.3KQ1 2026OLDER
DIADEMA PARTNERS LP$588M AUM0.18%$1M106.5KQ4 2025OLDER
Seven Fleet Capital Management LP$318M AUM0.13%$420,87643.3KQ2 2026
Foundation Wealth Management, LLC$148M AUM0.13%$186,97519.2KQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.12%$273,02528.6KQ4 2025OLDER
Purkiss Capital Advisors LLC$227M AUM0.11%$243,83625.1KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.08%$1M142.6KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.08%$4M439.4KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.07%$255,83026.3KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.06%$324,23135.1KQ1 2026OLDER
Prosight Management, LP$610M AUM0.05%$195,20020.0KQ3 2025OLDER
Monaco Asset Management SAM$542M AUM0.04%$683,20070.0KQ3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.04%$9M972.0KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.03%$888,88390.8KQ2 2026
Quinn Opportunity Partners LLC$1.9B AUM0.03%$486,00050.0KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.02%$224,54923.5KQ4 2025OLDER
CHICAGO TRUST Co NA$626M AUM0.02%$146,35415.1KQ1 2026OLDER
Proficio Capital Partners LLC$1.9B AUM0.02%$294,12730.1KQ3 2025OLDER
Headlands Technologies LLC$878M AUM0.02%$223,01223.4KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$979,825100.8KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.02%$671,66269.1KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.02%$10M1.06MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$897,40992.3KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$1M118.9KQ1 2026OLDER
JBF Capital, Inc.$676M AUM0.01%$99,97010.3KQ1 2026OLDER
Rock Springs Capital Management LP$1.7B AUM0.01%$247,88425.4KQ3 2025OLDER
RBF Capital, LLC$2.0B AUM0.01%$283,82429.2KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.01%$162,59817.0KQ4 2025OLDER
MOGY JOEL R INVESTMENT COUNSEL INC$1.6B AUM0.01%$201,69020.8KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$298,27830.7KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$337,28434.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$3M277.4KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.01%$101,86610.5KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$2M161.0KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$17M1.76MQ1 2026OLDER
Arizona PSPRS Trust$2.7B AUM0.01%$292,51227.7KQ3 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$659,69667.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$12M1.21MQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M607.5KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M190.9KQ3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.01%$161,39516.9KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$233,32924.0KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.01%$589,63560.7KQ1 2026OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.01%$92,8559.6KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.01%$108,24011.3KQ4 2025OLDER
Man Group plc$55.1B AUM0.01%$4M381.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$6M614.6KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$5M563.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$547,34156.1KQ3 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$55,0935.7KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$4M399.8KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.00%$145,73215.0KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$8,442884Q4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$292,80030.0KQ3 2025OLDER
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM0.00%$14,3251.5KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$73M7.55MQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$57,0675.8KQ3 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$164,71315.4KQ1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.00%$8,748900Q1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$2M156.6KQ1 2026OLDER
EDGEWOOD MANAGEMENT LLC$15.5B AUM0.00%$486,00050.0KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$296,91031.1KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.00%$114,17012.0KQ4 2025OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.00%$121,50012.5KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.00%$124,61012.8KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M230.9KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$287,64429.6KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M144.3KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$163,22816.8KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$517,74653.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$4M424.6KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$7M759.4KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$20,0112.0KQ2 2026
Trexquant Investment LP$13.9B AUM0.00%$238,55824.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$3M298.1KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$8M782.6KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$251,09625.7KQ3 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$113,80211.7KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$409,77642.2KQ1 2026OLDER
North Capital, Inc.$118M AUM0.00%$1,552159Q3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$45,0724.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$115,41511.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$978,093100.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$3,168256Q1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$121,04312.5KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$33,3203.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$189,69619.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$25,3372.6KQ2 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$237,35324.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$8M818.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M204.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$6M572.8KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$108,59211.2KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$120,51712.4KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$45M4.64MQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$614,66562.8KQ2 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$14M1.45MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$12M1.25MQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$45,9464.7KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$544,25755.8KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$11M1.10MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$19M1.94MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$2M254.6KQ1 2026OLDER
Gould Capital, LLC$165M AUM0.00%$972100Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$142,88414.7KQ1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.00%$1,507155Q1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$114,97311.8KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$3M356.7KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$53555Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$709,42473.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$3M328.5KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$98,47410.1KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$4M369.5KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$538,15555.4KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$237,85824.5KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$433,25744.6KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$1M132.1KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$97,20010.0KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,881197Q2 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$774,01379.6KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$97,20010.0KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$2,440250Q3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$632,48065.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$237,74924.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M250.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$20M2.14MQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$149,55215.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$4M393.6KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,002103Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$99,88310.3KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$48,6005.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$27,4222.7KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$5,183531Q3 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$176,67518.5KQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$13,1031.3KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$8,175841Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M136.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$664,74769.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$488,91650.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$867,14089.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M183.9KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$11,6541.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$127,27413.1KQ1 2026OLDER
Leo H. Evart, Inc.$117M AUM0.00%$21422Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$99,55910.4KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$115,96011.9KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$221,55222.7KQ3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$275,91228.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$167,64717.2KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$388,97540.0KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$1,789184Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$87,2769.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$97,44310.0KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$73976Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$5M484.1KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$1,059109Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$451,24747.3KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$93095.6KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$118,42812.2KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$54,5585.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$177,38018.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$397,17840.9KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$179,72719.4KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$5,832600Q1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.00%$1,215125Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$484,13449.8KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$19,4402.0KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$979100Q2 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$33,2043.4KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$1,468151Q1 2026OLDER
Evelyn Partners Investment Management LLP$3.7B AUM0.00%$1,934199Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,623167Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$2,877296Q2 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$265,71327.3KQ2 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,555160Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$67,8057.1KQ4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$9,196946Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$19420Q1 2026OLDER
Lowe Wealth Advisors, LLC$274M AUM0.00%$9810Q3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$115,51211.9KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$79,2188.2KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$89592Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$23,1632.4KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$11712Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$36938Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$240,19526.0KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$9810Q3 2025OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$27,2942.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$38,6184.0KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$12,6651.3KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$101Q1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$2195Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3,612372Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$30,0003.2KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$4,063418Q1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$101Q4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1,089112Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$14615Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$29230Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$32133Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$10811Q2 2026
IFP Advisors, Inc$4.8B AUM0.00%$14615Q1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$91Q3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$67871Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,887297Q2 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$45848Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$9810Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$394Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$48650Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$586Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1,273131Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$101Q1 2026OLDER

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