SHENSHENANDOAH TELECOMMUNICATION
CUSIP 82312B106 · Yahoo Finance ↗ · Google Finance ↗
Shenandoah Telecommunication (SHEN) has 169 institutional holders in Filings Flow’s 13F database, together reporting 40.20M shares worth $611M as of Q1 2026. The largest reported holders are Blackrock, Inc., Gcm Grosvenor Holdings, LLC, and Ecp Controlco, LLC.
Institutional Holders
169
Q1 2026
Reported Value
$611M
Ticker
SHEN
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Whitebark Investors LP$125M AUM | 8.96% | $11M | 726.4K | Q1 2026OLDER |
| GCM Grosvenor Holdings, LLC$901M AUM | 7.04% | $63M | 4.12M | Q1 2026OLDER |
| COOPER INVESTORS PTY LTD$218M AUM | 6.44% | $14M | 930.1K | Q2 2026 |
| Broad Run Investment Management, LLC$568M AUM | 2.38% | $14M | 878.3K | Q1 2026OLDER |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/$2.0B AUM | 2.23% | $45M | 2.94M | Q1 2026OLDER |
| ECP ControlCo, LLC$6.3B AUM | 0.84% | $53M | 3.46M | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.19% | $498,536 | 32.3K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.17% | $288,493 | 18.7K | Q1 2026OLDER |
| CDC Financial, Inc.$157M AUM | 0.13% | $205,086 | 13.3K | Q1 2026OLDER |
| Defined Financial Planning LLC$121M AUM | 0.13% | $150,892 | 11.0K | Q3 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.12% | $6M | 377.7K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.09% | $642,798 | 41.7K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.08% | $1M | 91.0K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.06% | $220,808 | 19.1K | Q4 2025OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.05% | $495,306 | 32.1K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.04% | $70,161 | 4.5K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.04% | $4M | 270.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.04% | $493,440 | 32.0K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.03% | $364,031 | 24.1K | Q2 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.03% | $653,269 | 42.4K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.03% | $272,024 | 17.6K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.02% | $460,996 | 29.9K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $4M | 247.7K | Q2 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.02% | $3M | 199.5K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.02% | $197,191 | 12.8K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.02% | $2M | 119.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $10M | 643.8K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.01% | $67,248 | 5.0K | Q3 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.01% | $2M | 134.1K | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $18M | 1.18M | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $319,819 | 27.7K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $38M | 2.47M | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $3M | 163.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $18M | 1.19M | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $61,665 | 4.6K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $886,560 | 76.7K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $195,881 | 12.7K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.01% | $563,123 | 36.5K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $311,484 | 20.2K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $362,293 | 23.5K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $135,614 | 9.0K | Q2 2026 |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.00% | $338,037 | 21.9K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $177,065 | 15.3K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $5M | 310.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $200,624 | 13.3K | Q2 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $394,151 | 25.6K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.00% | $168,233 | 14.6K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 73.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $32,271 | 2.1K | Q2 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $695,485 | 45.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 97.4K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $189,851 | 12.3K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $160,522 | 10.4K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $150,191 | 9.7K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $18,890 | 1.2K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $73,823 | 5.5K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $64,918 | 4.2K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $379,085 | 24.6K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $264,030 | 22.8K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $108M | 6.98M | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 103.6K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 141.4K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $12M | 787.5K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $216,574 | 14.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $3M | 221.7K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.00% | $535,228 | 34.7K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $171,069 | 11.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $64,147 | 4.2K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $983,796 | 63.8K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $282,899 | 24.5K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $9M | 580.8K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $5,368 | 400 | Q3 2025OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.00% | $149,942 | 11.2K | Q3 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $19M | 1.25M | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $5M | 303.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $307,149 | 19.9K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $197,638 | 12.8K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $30M | 1.96M | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $8M | 486.5K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $241,916 | 20.9K | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $742,920 | 48.2K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $8,388 | 544 | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $173,753 | 11.3K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $34M | 2.18M | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $9,407 | 623 | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $1M | 92.1K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 264.0K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $14M | 881.9K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $658,958 | 42.7K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $154,200 | 10.0K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $176,621 | 11.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $848,007 | 55.0K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $40M | 3.43M | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $5,289 | 343 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $739,728 | 48.0K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $367,366 | 23.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $26,091 | 1.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 256.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $112,710 | 9.8K | Q4 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $154,200 | 10.0K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $514,843 | 33.4K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 105.6K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $2,781 | 180 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $195,649 | 12.7K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 129.4K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $2M | 106.8K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $213,875 | 13.9K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $171,625 | 11.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $2M | 105.2K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $277,684 | 18.0K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,404 | 91 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $153,768 | 10.0K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $200,614 | 13.0K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,712 | 111 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 106.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 372.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 71.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 110.3K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $729,736 | 47.3K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $11,029 | 715 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $363,788 | 23.6K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $107,662 | 7.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $7,032 | 456 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $38,550 | 2.5K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $215,371 | 14.0K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $910 | 59 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $498,074 | 43.1K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $322,545 | 20.9K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $257,560 | 16.7K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,201 | 77.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $518,038 | 33.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $321,461 | 20.8K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $4,258 | 276 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $6,939 | 450 | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $817,731 | 70.7K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $182,342 | 11.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 72.9K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $24,256 | 1.6K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,040 | 263 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $413,000 | 26.8K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $2,359 | 153 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $60,708 | 3.9K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $834 | 54 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $232,379 | 15.1K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $16,052 | 1.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $311,033 | 20.2K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,579 | 105 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 69.1K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $323 | 24 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $490,048 | 31.8K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $939 | 70 | Q3 2025OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $76 | 5 | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $765,265 | 50.9K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $202 | 15 | Q3 2025OLDER |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $78 | 5 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $216 | 14 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $47 | 3 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $148,077 | 9.6K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $725 | 47 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $956 | 62 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $21,711 | 1.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $2,654 | 174 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $4,626 | 300 | Q1 2026OLDER |
| Davis Capital Management$169M AUM | 0.00% | $30 | 2 | Q2 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,110 | 72 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $25,273 | 1.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $9,807 | 636 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $27 | 2 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $586 | 38 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $1,355 | 101 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,496 | 97 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $128 | 11 | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $3,485 | 226 | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $10 | 1 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6,404 | 436 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3,593 | 233 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,912 | 366 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $324 | 21 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $971 | 63 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $7 | 1 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1,388 | 90 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $339 | 22 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $13 | 1 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $15 | 1 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $127 | 11 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.