LTMLATAM AIRLINES GROUP SA
CUSIP 51817R205 · Yahoo Finance ↗ · Google Finance ↗
Latam Airlines Group SA (LTM) has 163 institutional holders in Filings Flow’s 13F database, together reporting 30.98M shares worth $1.5B as of Q1 2026. The largest reported holders are Newport Trust Company, LLC, Morgan Stanley, and Ninety One UK Ltd.
Institutional Holders
163
Q1 2026
Reported Value
$1.5B
Ticker
LTM
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Olympus Peak Asset Management LP$103M AUM | 100.00% | $103M | 2.08M | Q1 2026OLDER |
| INCA Investments LLC$282M AUM | 14.16% | $40M | 807.1K | Q1 2026OLDER |
| Fundamenta Capital S.A.$116M AUM | 10.27% | $15M | 277.5K | Q4 2025OLDER |
| Aubrey Capital Management Ltd$186M AUM | 7.76% | $14M | 292.3K | Q1 2026OLDER |
| SPX Gestao de Recursos Ltda$1.2B AUM | 3.62% | $44M | 882.0K | Q1 2026OLDER |
| Monashee Investment Management LLC$184M AUM | 3.05% | $6M | 135.0K | Q3 2025OLDER |
| Columbus Hill Capital Management, L.P.$673M AUM | 2.51% | $18M | 329.9K | Q4 2025OLDER |
| Moneda S.A. Administradora General de Fondos$123M AUM | 2.39% | $3M | 59.2K | Q1 2026OLDER |
| Wealth High Governance Capital Ltda$333M AUM | 2.34% | $8M | 180.0K | Q3 2025OLDER |
| ABS Direct Equity Fund LLC$131M AUM | 1.70% | $1M | 26.5K | Q4 2025OLDER |
| Burkehill Global Management, LP$2.0B AUM | 1.35% | $27M | 550.0K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.98% | $42M | 863.7K | Q1 2026OLDER |
| Point Nemo Capital, LLC$152M AUM | 0.87% | $1M | 26.7K | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 0.87% | $2M | 37.9K | Q3 2025OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.81% | $37M | 825.0K | Q3 2025OLDER |
| U S GLOBAL INVESTORS INC$858M AUM | 0.78% | $7M | 136.1K | Q1 2026OLDER |
| Ghisallo Capital Management LLC$3.6B AUM | 0.68% | $25M | 500.0K | Q1 2026OLDER |
| SEVEN GRAND MANAGERS, LLC$1.5B AUM | 0.66% | $10M | 200.0K | Q1 2026OLDER |
| HEIGHTS CAPITAL MANAGEMENT, INC$359M AUM | 0.64% | $2M | 50.0K | Q3 2025OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.60% | $5M | 98.5K | Q1 2026OLDER |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$222M AUM | 0.46% | $1M | 20.7K | Q1 2026OLDER |
| Newport Trust Company, LLC$40.7B AUM | 0.39% | $160M | 3.24M | Q1 2026OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 0.34% | $19M | 425.0K | Q4 2025OLDER |
| Shellback Capital, LP$703M AUM | 0.29% | $5M | 100.0K | Q3 2025OLDER |
| HBK INVESTMENTS L P$9.9B AUM | 0.27% | $34M | 625.0K | Q4 2025OLDER |
| Scientech Research LLC$120M AUM | 0.26% | $732,236 | 16.2K | Q3 2025OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.24% | $5M | 120.0K | Q3 2025OLDER |
| PAR CAPITAL MANAGEMENT INC$3.5B AUM | 0.24% | $8M | 165.0K | Q1 2026OLDER |
| Ninety One UK Ltd$44.7B AUM | 0.24% | $105M | 1.81M | Q2 2026 |
| R Squared Ltd$182M AUM | 0.19% | $433,812 | 9.6K | Q3 2025OLDER |
| Fund 1 Investments, LLC$872M AUM | 0.18% | $2M | 35.0K | Q3 2025OLDER |
| North of South Capital LLP$1.1B AUM | 0.18% | $2M | 39.5K | Q1 2026OLDER |
| ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM | 0.17% | $2M | 36.4K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.16% | $1M | 21.9K | Q1 2026OLDER |
| THOMIST CAPITAL MANAGEMENT, LP$371M AUM | 0.16% | $801,244 | 17.9K | Q3 2025OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.15% | $105M | 2.12M | Q1 2026OLDER |
| TT International Asset Management LTD$783M AUM | 0.15% | $1M | 19.9K | Q2 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.14% | $44M | 881.5K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.14% | $232,731 | 4.7K | Q1 2026OLDER |
| Perpetual Ltd$7.0B AUM | 0.14% | $10M | 167.7K | Q2 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.11% | $1M | 22.5K | Q4 2025OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 0.11% | $1M | 25.0K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.10% | $586,802 | 13.0K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.10% | $63M | 1.27M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.09% | $5M | 79.8K | Q2 2026 |
| Three Seasons Wealth, LLC$262M AUM | 0.08% | $218,871 | 4.4K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.08% | $6M | 114.5K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.07% | $273,237 | 5.1K | Q4 2025OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 0.06% | $11M | 229.0K | Q1 2026OLDER |
| Covalis Capital LLP$1.6B AUM | 0.06% | $988,800 | 20.0K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.06% | $445,998 | 9.0K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.06% | $2M | 41.9K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.06% | $215,824 | 4.0K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.06% | $14M | 289.1K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.06% | $307,220 | 6.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.05% | $67M | 1.35M | Q1 2026OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.05% | $2M | 50.0K | Q3 2025OLDER |
| Elequin Capital, LP$1.2B AUM | 0.05% | $557,485 | 11.3K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.05% | $99,374 | 2.0K | Q1 2026OLDER |
| Maven Securities LTD$5.2B AUM | 0.04% | $2M | 40.0K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.04% | $6M | 115.3K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.04% | $23M | 466.3K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.03% | $225,762 | 4.2K | Q4 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.03% | $266,580 | 5.4K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.03% | $55M | 1.02M | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $2M | 49.9K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.03% | $3M | 65.9K | Q3 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.03% | $25M | 510.3K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.03% | $260,894 | 5.3K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.03% | $6M | 127.3K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.02% | $6M | 113.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 25.8K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.02% | $2M | 50.0K | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.02% | $65M | 1.20M | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $832,372 | 16.8K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.02% | $838,947 | 17.0K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $17M | 336.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $392,603 | 7.9K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.01% | $272,563 | 5.5K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $2M | 30.5K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $3M | 58.8K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $75M | 1.51M | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $681,733 | 13.8K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $498,728 | 9.2K | Q4 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $284,676 | 5.8K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $10M | 208.3K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $2M | 44.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $75M | 1.51M | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $3M | 55.6K | Q4 2025OLDER |
| Blackstone Inc.$25.6B AUM | 0.01% | $2M | 50.0K | Q3 2025OLDER |
| Man Group plc$55.1B AUM | 0.01% | $5M | 97.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 34.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $49M | 983.3K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $578,448 | 11.7K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $16M | 333.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $113M | 2.09M | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.01% | $3M | 53.2K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $387,610 | 7.8K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $4M | 80.9K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 85.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $334,160 | 6.2K | Q4 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $210,169 | 4.3K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $11M | 214.9K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 0.00% | $10,802 | 200 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $40M | 805.5K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $326,551 | 6.6K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $4M | 71.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $3M | 53.9K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $427,577 | 8.6K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $263,070 | 5.3K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 38.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $8M | 171.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $95,971 | 1.6K | Q2 2026 |
| Liontrust Investment Partners LLP$5.9B AUM | 0.00% | $217,444 | 4.0K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $5,982 | 121 | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 45.9K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $268,064 | 5.4K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $3M | 58.3K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $26,055 | 527 | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $203,509 | 3.8K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $8M | 171.7K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $1M | 21.6K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $276,122 | 5.6K | Q1 2026OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.00% | $203,158 | 4.5K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $225,496 | 4.6K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $12M | 238.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $38M | 820.8K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 54.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $164,290 | 3.3K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $780,714 | 14.5K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $3M | 61.2K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.00% | $225,348 | 4.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $577,509 | 11.7K | Q2 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $8M | 163.9K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1M | 20.6K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $5,763 | 104 | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $775,120 | 15.7K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $206,114 | 4.2K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $47,710 | 965 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $17M | 346.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $217,674 | 4.4K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $860,849 | 17.4K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 46.9K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $435,962 | 8.8K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $35M | 708.4K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $2,214 | 38 | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $478,930 | 9.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 115.6K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $43M | 794.4K | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $1,982 | 34 | Q2 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $1M | 29.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $52,271 | 1.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $171,161 | 3.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $416,843 | 9.2K | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $328,875 | 6.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $16,311 | 302 | Q4 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $128,868 | 2.4K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $333,621 | 6.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $510,468 | 10.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 48.4K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $9M | 184.6K | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $340 | 7 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,978 | 40 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $19,133 | 387 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1M | 21.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $220,803 | 4.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $8,696 | 161 | Q4 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $2,028 | 41 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $261,982 | 5.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $11,470 | 232 | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $516,005 | 10.4K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $8M | 164.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $1,573 | 27 | Q2 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $745,852 | 15.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $64,371 | 1.3K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $445 | 9 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $639,309 | 12.9K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $1,186 | 24 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,707 | 75 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $180,417 | 3.6K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $346 | 7 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $477,837 | 9.7K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $323,238 | 6.5K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $346 | 7 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $528 | 10.7K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $791 | 16 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $86,075 | 1.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,187 | 24 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $34,755 | 703 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,294 | 28 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,384 | 28 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $2,217 | 49 | Q3 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $2,522 | 51 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $544 | 11 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $162,000 | 3.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $149,066 | 3.0K | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $6,131 | 124 | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $117 | 2 | Q2 2026 |
| WealthCollab, LLC$243M AUM | 0.00% | $50 | 1 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $939 | 19 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $306,429 | 6.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $6,131 | 124 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $18,764 | 391 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $592 | 12 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $1,285 | 26 | Q1 2026OLDER |
| Activest Wealth Management$569M 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.