XJQCXNUVEEN CR STRATEGIES INCOME
CUSIP 67073D102 · Yahoo Finance ↗ · Google Finance ↗
Nuveen Cr Strategies Income (XJQCX) has 160 institutional holders in Filings Flow’s 13F database, together reporting 52.32M shares worth $222M as of Q1 2026. The largest reported holders are Morgan Stanley, Loomis Sayles & Co L P, and Oak Hill Advisors LP.
Institutional Holders
160
Q1 2026
Reported Value
$222M
Ticker
XJQCX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| OAK HILL ADVISORS LP$878M AUM | 1.83% | $16M | 3.30M | Q1 2026OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.90% | $3M | 531.1K | Q4 2025OLDER |
| Matisse Capital$234M AUM | 0.65% | $2M | 314.5K | Q1 2026OLDER |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.65% | $6M | 1.14M | Q1 2026OLDER |
| DCF Advisers, LLC$375M AUM | 0.62% | $2M | 476.3K | Q1 2026OLDER |
| Anchor Capital Management Group Inc$144M AUM | 0.47% | $922,250 | 175.0K | Q4 2025OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.41% | $2M | 453.9K | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.41% | $2M | 467.0K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.38% | $736,529 | 151.2K | Q1 2026OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.34% | $1M | 306.0K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.30% | $803,112 | 164.9K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.29% | $444,920 | 92.1K | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 0.26% | $258,831 | 53.1K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.25% | $3M | 715.0K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.23% | $824,155 | 169.2K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.22% | $292,780 | 60.1K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.22% | $607,679 | 124.8K | Q1 2026OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.19% | $3M | 535.8K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.17% | $10M | 2.13M | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.15% | $553,607 | 113.7K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.14% | $397,127 | 80.7K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.14% | $384,957 | 75.2K | Q3 2025OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.13% | $349,101 | 71.7K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.09% | $538,842 | 110.6K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.09% | $8M | 1.53M | Q3 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.09% | $12M | 2.37M | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.09% | $3M | 535.5K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.08% | $323,022 | 66.5K | Q2 2026 |
| Ionic Capital Management LLC$1.4B AUM | 0.07% | $1M | 208.4K | Q1 2026OLDER |
| Almitas Capital LLC$443M AUM | 0.07% | $317,786 | 63.3K | Q4 2025OLDER |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 0.07% | $141,341 | 26.8K | Q3 2025OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.07% | $1M | 282.0K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.07% | $2M | 364.2K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.06% | $333,273 | 66.4K | Q4 2025OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.06% | $716,012 | 147.0K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.06% | $106,182 | 21.8K | Q1 2026OLDER |
| DKM Wealth Management, Inc.$139M AUM | 0.05% | $73,050 | 15.0K | Q1 2026OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.05% | $79,668 | 16.4K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.05% | $70,244 | 13.3K | Q3 2025OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.05% | $125,276 | 25.0K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.05% | $578,705 | 119.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $594,833 | 122.1K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 0.04% | $136,893 | 28.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.04% | $281,945 | 44.5K | Q2 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.04% | $372,500 | 76.6K | Q2 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.04% | $100,432 | 20.7K | Q2 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $512,309 | 105.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 247.7K | Q4 2025OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.03% | $22M | 4.53M | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $377,435 | 78.1K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.02% | $218,176 | 44.8K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.02% | $493,565 | 101.3K | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 0.02% | $1M | 272.3K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.02% | $2M | 429.6K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $165,078 | 33.9K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.02% | $53,188 | 10.9K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.02% | $24,735 | 5.1K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.02% | $48,700 | 10.0K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.02% | $48,700 | 10.0K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $447,107 | 84.8K | Q3 2025OLDER |
| Axiom Investment Management LLC$131M AUM | 0.02% | $20,829 | 4.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $242,115 | 49.8K | Q2 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $965,749 | 188.3K | Q3 2025OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.01% | $62,842 | 12.9K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $257,520 | 53.3K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $698,605 | 139.2K | Q4 2025OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.01% | $82,467 | 15.3K | Q3 2025OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.01% | $64,104 | 11.3K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $120,836 | 24.8K | Q1 2026OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 0.01% | $88,115 | 18.1K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 0.01% | $73,298 | 14.6K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $167,406 | 35.8K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $275,028 | 56.5K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $283,674 | 58.2K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.01% | $60,105 | 12.3K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.01% | $25,100 | 5.0K | Q4 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.01% | $1M | 254.9K | Q4 2025OLDER |
| MATAURO, LLC$692M AUM | 0.01% | $50,079 | 10.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $361,435 | 72.0K | Q4 2025OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.01% | $52,382 | 10.8K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.01% | $76,970 | 15.8K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.01% | $63,067 | 12.9K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.01% | $2M | 316.6K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.01% | $50,183 | 10.3K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $4M | 815.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 209.2K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.00% | $72,583 | 14.9K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.00% | $101,007 | 20.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 831.4K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.00% | $62,750 | 12.5K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $43,830 | 9.0K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $152,017 | 31.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $209,142 | 42.9K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $96,329 | 19.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $224,322 | 46.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $203,899 | 41.9K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.00% | $98,381 | 20.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.00% | $73,724 | 14.7K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $51M | 10.22M | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $974,723 | 198.2K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $215,080 | 43.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $39,130 | 7.4K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 1.61M | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $4,870 | 1.0K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $14M | 2.93M | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $437,528 | 89.8K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.00% | $53,570 | 11.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 2.30M | Q2 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $102,063 | 19.4K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $575,775 | 118.2K | Q2 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $87,592 | 18.0K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $562,091 | 115.4K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $103,291 | 19.6K | Q3 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $38,960 | 8.0K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.00% | $70,323 | 14.4K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $88,141 | 16.7K | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $79,873 | 16.2K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $111,523 | 22.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $140,034 | 28.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $306,502 | 62.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $189,121 | 38.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $60,095 | 11.4K | Q3 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $101,559 | 20.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $342,230 | 70.3K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $16,504 | 3.4K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $292,711 | 58.3K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $23,369 | 4.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 840.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 233.8K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $73,050 | 15.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $33,121 | 6.8K | Q2 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $1,705 | 350 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $3,653 | 750 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $1M | 260.7K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $66,260 | 12.6K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $79,570 | 16.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $552,768 | 113.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $146,468 | 30.1K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $3,402 | 700 | Q2 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $180,027 | 35.9K | Q4 2025OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $2,435 | 500 | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $8,893 | 1.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 601.2K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $53,475 | 10.1K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $431,080 | 88.5K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $219,150 | 45.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $32,770 | 6.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $397,801 | 81.7K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $948,343 | 188.9K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $185,456 | 38.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $270,796 | 56.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $32,901 | 6.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $214,694 | 44.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $74,365 | 15.3K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $53,926 | 11.1K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $2,679 | 550 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $304,058 | 57.7K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 257.1K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,236 | 614 | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,608 | 330 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $725,383 | 148.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 305.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $83,862 | 16.7K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $118,337 | 23.6K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $925,524 | 190.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $49,170 | 10.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $92,541 | 18.1K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $3,534 | 704 | Q4 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $1,607 | 330 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $334,044 | 63.4K | Q3 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $2,679 | 550 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $2,922 | 600 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 268.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $29,897 | 6.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,879 | 401 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $46,236 | 9.5K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $2,652 | 556 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $78,894 | 16.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $379,680 | 78.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,145 | 235 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $155,083 | 30.9K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $834 | 166 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $7,623 | 1.5K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $26,259 | 5.4K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $10,816 | 2.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $180 | 37 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $911 | 187 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,206 | 259 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $216 | 41 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $9,170 | 1.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.