Associated Banc-Corp.ASB

13F holders, Q2 2025 (June 30)
314holders +13
41new positions
30sold out
10famous investors
$24.58avg. 13F price*

At the end of Q2 2025, 314 institutions reported holding Associated Banc-Corp. (ASB) in their 13F filings, up 13 from Q1 2025. 41 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($510.6M), Vanguard Group Inc. ($441.7M) and FMR LLC ($363.6M). 10 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Associated Banc-Corp.
CUSIP
045487105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 272Q1 2024Q2 2024: 278Q2 2024Q3 2024: 294Q3 2024Q4 2024: 306Q4 2024Q1 2025: 301Q1 2025Q2 2025: 314Q2 2025Q3 2025: 320Q3 2025Q4 2025: 341Q4 2025Q1 2026: 370Q1 2026Q2 2026: 396Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions41$33.8M
Exits30$35.1M

All 13F filers, Q1 2025 → Q2 2025: 8,041,467 shares bought and 9,947,256 shares sold, net −1,905,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 314 holders

BlackRock, Inc. 0.01% Reduce -1.1% 20,933,030 $510.6M
Vanguard Group Inc. 0.01% Add +1.1% 18,108,004 $441.7M
FMR LLC 0.02% Reduce -0.3% 14,905,709 $363.6M
Dimensional Fund Advisors LP 0.06% Reduce -0.1% 9,941,406 $242.5M
State Street Corp. 0.01% Reduce -8.1% 8,524,500 $207.9M
Macquarie Group Ltd. 0.14% Add +5.7% 4,623,645 $112.8M
Geode Capital Management, LLC 0.01% Add +1.6% 4,151,111 $101.3M
LSV Asset Management 0.22% Reduce -6.0% 3,817,043 $93.1M
Citadel Advisors 0.07% Add +99.8% 3,026,446 $73.8M
Associated Banc-Corp 1.70% Reduce -2.4% 2,464,108 $60.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.4% 2,242,913 $54.7M
Northern Trust Corp. 0.01% Reduce -1.7% 2,124,624 $51.8M
Goldman Sachs Group Inc. 0.01% Reduce -23.7% 2,098,276 $51.2M
American Century Companies Inc. 0.03% Add +7.7% 1,983,873 $48.4M
Norges Bank 0.01% Add +5.7% 1,983,319 $48.4M
Allspring Global Investments Holdings, LLC 0.08% Reduce -3.3% 1,926,847 $48.3M
Pzena Investment Management LLC 0.15% Add +4.0% 1,859,542 $45.4M
AQR Capital Management 0.04% Reduce -6.0% 1,814,443 $44.3M
Verition Fund Management LLC 0.26% Reduce -17.7% 1,798,198 $43.9M
Bank of New York Mellon Corp 0.01% Add +0.4% 1,746,951 $42.6M
Millennium Management 0.04% Add +463.2% 1,621,305 $39.5M
Hotchkis & Wiley Capital Management LLC 0.11% Add +8.1% 1,399,923 $34.1M
Invesco Ltd. 0.01% Reduce -3.6% 1,261,952 $30.8M
WoodTrust Financial Corp 3.75% Add +1015.9% 194,761 $29.5M
Bank of America Corp. 0.00% Add +7.0% 1,136,565 $27.7M
Morgan Stanley 0.00% Reduce -5.6% 1,092,775 $26.7M
Nuveen, LLC 0.01% Reduce -7.0% 969,997 $23.7M
Rhino Investment Partners, Inc 6.22% Reduce -9.2% 930,626 $22.7M
Heartland Advisors Inc. 1.11% Add +6.4% 818,644 $20.0M
JPMorgan Chase & Co. 0.00% Reduce -5.1% 790,230 $19.3M
Leeward Investments, LLC - MA 0.99% Add +39.7% 765,504 $18.7M
Wellington Management Group LLP 0.00% No change 739,497 $18.0M
Point72 Asset Management 0.04% Add +1201.7% 640,100 $15.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +25.3% 622,037 $15.2M
Rhumbline Advisers 0.01% Add +2.9% 555,194 $13.5M
Hancock Whitney Corp. 0.22% Add +70.7% 469,041 $11.4M
Victory Capital Management Inc. 0.01% Reduce -14.7% 444,890 $10.9M
Interval Partners, LP 0.24% Reduce -12.0% 431,642 $10.5M
Barclays PLC 0.00% Add +28.8% 427,044 $10.4M
ExodusPoint Capital Management, LP 0.12% New 417,498 $10.2M
Bridgewater Associates 0.04% New 413,624 $10.1M
Prudential Financial Inc. 0.01% Reduce -3.5% 396,757 $9.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +4.2% 378,880 $9.2M
Principal Financial Group Inc. 0.00% Reduce -1.3% 374,929 $9.1M
Fisher Asset Management 0.00% Add +0.0% 357,009 $8.7M
UBS Group AG 0.00% Reduce -37.4% 355,523 $8.7M
Alliancebernstein L.P. 0.00% Reduce -79.0% 322,674 $7.9M
Swiss National Bank 0.00% Reduce -1.0% 316,540 $7.7M
Susquehanna International Group, LLP 0.01% Reduce -3.6% 310,774 $7.6M
Voloridge Investment Management, LLC 0.03% Reduce -27.7% 303,575 $7.4M
Jane Street Group, LLC 0.01% Add +181.1% 302,377 $7.4M
ProShare Advisors LLC 0.01% Reduce -15.7% 299,356 $7.3M
Mairs & Power Inc. 0.07% Reduce -10.7% 297,935 $7.3M
First Trust Advisors LP 0.01% Reduce -90.3% 285,301 $7.0M
Ameriprise Financial Inc. 0.00% Add +8.9% 273,823 $6.7M
Legal & General Group Plc 0.00% Reduce -1.2% 268,556 $6.6M
Brandywine Global Investment Management, LLC 0.05% Reduce -3.8% 268,184 $6.5M
Legacy Private Trust Co. 0.42% Reduce -2.8% 264,650 $6.5M
Citigroup Inc. 0.00% Reduce -18.1% 256,469 $6.3M
Qube Research & Technologies Ltd 0.01% Reduce -48.3% 249,976 $6.1M
Trexquant Investment LP 0.07% Add +98.8% 236,802 $5.8M
Renaissance Technologies 0.01% Add +24.2% 225,731 $5.5M
Rafferty Asset Management, LLC 0.02% Reduce -10.9% 223,419 $5.4M
Thrivent Financial for Lutherans 0.01% Add +89.3% 209,654 $5.1M
South Dakota Investment Council 0.10% No change 206,666 $5.0M
Retirement Systems of Alabama 0.02% Add +0.1% 199,637 $4.9M
New York State Teachers Retirement System 0.01% Add +0.7% 193,603 $4.7M
Castleark Management LLC 0.14% Reduce -2.9% 192,810 $4.7M
D. E. Shaw & Co. 0.00% Add +58.5% 190,732 $4.7M
Algert Global LLC 0.10% Add +148.2% 187,103 $4.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.8% 177,382 $4.3M
Deutsche Bank AG 0.00% Reduce -38.4% 161,465 $3.9M
California State Teachers Retirement System 0.00% Add +0.3% 154,933 $3.8M
Royal Bank of Canada 0.00% Add +77.3% 147,673 $3.6M
NFJ Investment Group, LLC 0.12% Reduce -2.8% 144,531 $3.5M
T. Rowe Price Associates Inc. 0.00% Add +8.9% 136,253 $3.3M
Wells Fargo & Company 0.00% Add +55.4% 133,810 $3.3M
Tudor Investment Corporation 0.02% Add +98.4% 131,522 $3.2M
Edgestream Partners, L.P. 0.08% Add +3.3% 124,949 $3.0M
CANADA LIFE ASSURANCE Co 0.00% Reduce -2.6% 123,150 $3.0M
Crescent Grove Advisors, LLC 0.27% No change 115,371 $2.8M
Schaper Benz & Wise Investment Counsel Inc. 0.21% Add +2.3% 113,695 $2.8M
Ieq Capital, LLC 0.02% Add +237.5% 111,473 $2.7M
North Star Asset Management Inc. 0.11% Reduce -0.3% 110,326 $2.7M
Sei Investments Co. 0.00% Add +37.3% 109,252 $2.7M
Hennessy Advisors Inc. 0.09% Reduce -16.0% 105,000 $2.6M
Harbor Capital Advisors, Inc. 0.11% Add +0.4% 102,792 $2.5M
Palisade Asset Management, LLC 0.25% No change 102,070 $2.5M
Nicolet Advisory Services, LLC 0.21% Add +2.2% 100,421 $2.4M
Franklin Resources Inc. 0.00% Reduce -1.3% 96,009 $2.3M
Intech Investment Management LLC 0.02% Reduce -17.2% 92,496 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -6.5% 91,253 $2.2M
RIA Advisory Group LLC 0.64% No change 89,850 $2.2M
Schonfeld Strategic Advisors LLC 0.02% Add +162.6% 89,670 $2.2M
Creative Planning 0.00% Reduce -25.5% 86,029 $2.1M
Skandinaviska Enskilda Banken AB (publ) 0.01% New 83,300 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -3.7% 81,229 $2.0M
US Bancorp \de 0.00% Add +0.6% 80,262 $2.0M
Amalgamated Bank 0.01% Reduce -0.1% 71,818 $1.8M
Janus Henderson Group PLC 0.00% Reduce -1.4% 68,320 $1.7M
Allianz Asset Management GmbH 0.00% Reduce -36.5% 67,036 $1.6M
Cubist Systematic Strategies, LLC 0.02% New 63,253 $1.5M
Man Group plc 0.00% Reduce -34.5% 63,071 $1.5M
State of Tennessee, Department of Treasury 0.01% No change 59,132 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +73.5% 53,981 $1.4M
Yousif Capital Management, LLC 0.01% Reduce -1.6% 54,713 $1.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +12.6% 51,900 $1.3M
New York State Common Retirement Fund 0.00% Add +10.8% 51,377 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 50,476 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 50,148 $1.2M
Baird Financial Group, Inc. 0.00% Reduce -1.8% 49,951 $1.2M
Fox Run Management, L.L.C. 0.20% Add +376.6% 49,156 $1.2M
Pathstone Holdings, LLC 0.00% Reduce -2.3% 48,968 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -1.1% 48,628 $1.2M
Arizona State Retirement System 0.01% Add +2.1% 48,341 $1.2M
Graham Capital Management, L.P. 0.04% New 47,851 $1.2M
GMO 0.00% Add +235.7% 47,801 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +26.6% 47,219 $1.2M
Comerica Bank 0.00% Reduce -1.9% 46,168 $1.1M
Louisiana State Employees Retirement System 0.02% Add +0.2% 46,000 $1.1M
Burney Co./ 0.04% Add +1.8% 45,812 $1.1M
Voya Investment Management LLC 0.00% Add +3.1% 43,679 $1.1M
State Board of Administration of Florida Retirement System 0.00% No change 43,229 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.1% 41,967 $1.0M
Bank of Montreal 0.00% Reduce -5.8% 41,943 $1.0M
Lighthouse Investment Partners, LLC 0.04% New 41,849 $1.0M
Engineers Gate Manager LP 0.01% Reduce -55.6% 41,124 $1.0M
Handelsbanken Fonder AB 0.00% Reduce -3.3% 40,962 $999K
KLCM Advisors, Inc. 0.10% No change 40,360 $984K
State of Michigan Retirement System 0.01% No change 39,278 $958K
Harbour Investments, Inc. 0.02% Reduce -9.0% 39,088 $953K
Henshaw Capital LLC 0.04% Add +21.2% 38,193 $932K
Cerity Partners LLC 0.00% Add +41.5% 37,796 $922K
Police & Firemen's Retirement System of New Jersey 0.01% Add +3.6% 37,002 $902K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 36,470 $890K
Thompson Investment Management, Inc. 0.13% No change 36,463 $889K
SG Americas Securities, LLC 0.00% Add +221.0% 35,869 $875K
Stonebridge Capital Advisors LLC 0.06% No change 35,000 $854K
KLP Kapitalforvaltning As 0.00% Reduce -1.1% 34,600 $844K
CW Advisors, LLC 0.01% Add +216.6% 34,542 $842K
Quadrant Capital Group LLC 0.03% Add +0.3% 34,182 $834K
111 Capital 0.14% New 33,679 $821K
Oregon Public Employees Retirement Fund 0.01% Add +0.6% 33,438 $816K
Cwm, LLC 0.00% Add +154.5% 32,215 $786K
Russell Investments Group, Ltd. 0.00% Add +6.0% 32,150 $784K
Regions Financial Corp. 0.01% No change 32,000 $780K
Commonwealth Equity Services, LLC 0.00% Reduce -2.2% 31,221 $761K
Invst, LLC 0.09% Reduce -3.0% 31,128 $759K
New Mexico Educational Retirement Board 0.02% No change 30,700 $749K
Sterling Capital Management LLC 0.01% Add +6.4% 28,585 $697K
Tower Research Capital LLC (TRC) 0.02% Add +229.5% 28,547 $696K
Campbell & CO Investment Adviser LLC 0.04% Add +44.3% 28,415 $693K
BNP Paribas Financial Markets 0.00% Add +28.6% 28,153 $687K
Quantinno Capital Management LP 0.00% Add +14.9% 27,814 $678K
Balyasny Asset Management L.P. 0.00% Reduce -81.9% 27,804 $678K
Mackenzie Financial Corp. 0.00% Reduce -16.1% 27,579 $673K
Tidal Investments LLC 0.00% Add +2.0% 27,354 $667K
Teacher Retirement System of Texas 0.00% Add +4.4% 25,058 $611K
Commerce Bank 0.00% No change 24,783 $604K
Pictet Asset Management Holding SA 0.00% Reduce -1.6% 24,031 $586K
Xponance LLC 0.00% Reduce -0.7% 23,384 $570K
Mariner, LLC 0.00% Add +24.1% 22,613 $552K
Osaic Holdings, Inc. 0.00% Add +3.7% 22,256 $543K
Point72 (DIFC) Ltd 0.04% New 22,210 $542K
Cibc World Markets Corp. 0.00% Reduce -43.6% 20,514 $500K
Meritage Portfolio Management 0.03% New 19,239 $469K
Point72 Hong Kong Ltd 0.03% Add +1196.9% 19,000 $463K
LPL Financial LLC 0.00% Reduce -50.1% 18,724 $457K
Corient Private Wealth LP 0.00% Add +1.9% 18,597 $454K
Rothschild Investment LLC 0.03% Reduce -1.0% 18,565 $453K
Alamea Verwaltungs GmbH 0.34% New 18,426 $449K
State of Alaska, Department of Revenue 0.00% Reduce -4.5% 18,335 $447K
ARGA Investment Management, LP 0.01% No change 17,374 $424K
Pallas Capital Advisors LLC 0.02% New 17,298 $422K
Federated Hermes, Inc. 0.00% Add +24.1% 17,077 $417K
Vanguard Personalized Indexing Management, LLC 0.00% Add +14.3% 16,998 $415K
UMB Bank, n.a. 0.01% Add +0.2% 16,824 $410K
Guggenheim Capital LLC 0.00% Add +4.0% 16,776 $409K
Neuberger Berman Group LLC 0.00% Add +8.2% 16,521 $403K
State of Wisconsin Investment Board 0.00% Reduce -4.3% 15,789 $385K
Two Sigma Investments, LP 0.00% New 15,523 $379K
EMC Capital Management 0.20% Reduce -45.8% 15,102 $368K
Stifel Financial Corp. 0.00% Reduce -55.1% 14,664 $358K
NorthCoast Asset Management LLC 0.00% Add +12.6% 14,575 $355K
O'shaughnessy Asset Management, LLC 0.00% Reduce -33.0% 14,469 $353K
Brevan Howard Capital Management LP 0.00% New 13,865 $338K
Sequoia Financial Advisors, LLC 0.00% New 13,815 $337K
CSS LLC 0.06% No change 13,787 $336K
Heck Capital Advisors, LLC 0.03% New 13,612 $332K
Sivia Capital Partners, LLC 0.11% New 13,433 $328K
HighTower Advisors, LLC 0.00% Reduce -3.3% 13,346 $326K
Bailard, Inc. 0.01% No change 12,764 $311K
Twinbeech Capital LP 0.01% Reduce -68.1% 12,743 $311K
DRW Securities, LLC 0.02% New 12,681 $309K
MBE Wealth Management, LLC 0.13% Add +3.1% 12,560 $306K
Versor Investments LP 0.05% Reduce -23.3% 12,500 $305K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -28.9% 12,434 $303K
Merit Financial Group, LLC 0.00% New 12,368 $302K
Securian Asset Management, Inc. 0.01% Reduce -0.8% 12,350 $301K
Cetera Investment Advisers 0.00% Reduce -6.0% 12,310 $300K
Shell Asset Management Co. 0.01% Reduce -15.8% 12,138 $296K
Greenleaf Trust 0.00% Add +6.2% 12,103 $295K
M&T Bank Corp 0.00% Reduce -39.7% 11,821 $288K
N.E.W. Advisory Services LLC 0.03% Reduce -31.1% 11,736 $286K
FineMark National Bank & Trust 0.01% New 11,599 $283K
Annex Advisory Services, LLC 0.01% No change 11,486 $280K
Captrust Financial Advisors 0.00% New 11,424 $279K
STRS Ohio 0.00% Reduce -40.9% 11,400 $278K
Financial Perspectives, Inc 0.08% Add +0.1% 11,253 $274K
Summit Trail Advisors, LLC 0.00% New 11,096 $271K
Profund Advisors LLC 0.01% Reduce -8.8% 11,036 $269K
Mercer Global Advisors Inc. 0.00% New 10,962 $267K
Segall Bryant & Hamill, LLC 0.00% No change 10,629 $259K
HSBC Holdings PLC 0.00% Reduce -25.5% 10,536 $258K
Savant Capital, LLC 0.00% Reduce -4.4% 10,103 $246K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.0% 10,066 $246K
Insight 2811, Inc. 0.12% No change 10,000 $244K
Harmony Asset Management LLC 0.09% No change 10,000 $244K
IHT Wealth Management, LLC 0.01% New 9,992 $244K
Paragon Capital Management Ltd 0.04% Reduce -23.0% 9,677 $236K
Crossmark Global Holdings, Inc. 0.00% Add +1.5% 9,580 $234K
PNC Financial Services Group, Inc. 0.00% Reduce -1.9% 9,533 $233K
Lido Advisors, LLC 0.00% New 9,334 $228K
Vise Technologies, Inc. 0.01% — 9,260 $226K
Glenmede Investment Management, LP 0.00% — 9,057 $221K
NorthRock Partners, LLC 0.01% Reduce -5.6% 8,728 $213K
Envestnet Asset Management Inc. 0.00% New 8,630 $210K
Evergreen Capital Management LLC 0.01% Reduce -5.9% 8,608 $210K
McGlone Suttner Wealth Management, Inc. 0.03% New 8,468 $207K
Shakespeare Wealth Management, LLC 0.05% New 8,412 $205K
Nisa Investment Advisors, LLC 0.00% Reduce -13.6% 7,028 $171K
GAMMA Investing LLC 0.01% Add +26.1% 6,619 $161K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 6,373 $155K
Raymond James Financial Inc. 0.00% New 6,142 $150K
KBC Group NV 0.00% Reduce -19.8% 5,633 $137K
Lanark Financial, Inc. 0.01% No change 5,579 $136K
Danske Bank A/S 0.00% New 4,600 $112K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -15.5% 3,117 $76K
Public Employees Retirement System of Ohio 0.00% Reduce -9.0% 2,812 $69K
Parallel Advisors, LLC 0.00% Reduce -18.6% 2,329 $57K
Nomura Asset Management Co. Ltd. 0.00% No change 2,300 $56K
Public Employees Retirement Association of Colorado 0.00% No change 2,095 $51K
TD Waterhouse Canada Inc. 0.00% No change 2,000 $50K
Richardson Capital Management LLC 0.03% New 2,000 $49K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,934 $47K
Farther Finance Advisors, LLC 0.00% Reduce -53.7% 1,885 $46K
Optimum Investment Advisors 0.02% No change 1,882 $46K
IFP Advisors, Inc 0.00% Add +810.5% 865 $45K
Crews Bank & Trust 0.01% No change 1,700 $41K
Jones Financial Companies LLLP 0.00% Add +0.4% 1,655 $40K
Versant Capital Management, Inc 0.01% Add +2.8% 1,657 $40K
Brooklyn Investment Group 0.01% Add +304.5% 1,618 $39K
NewEdge Advisors, LLC 0.00% Reduce -55.5% 1,521 $37K
Bayforest Capital Ltd 0.01% New 1,390 $34K
Quarry LP 0.01% Reduce -28.2% 1,369 $33K
Bessemer Group Inc. 0.00% Add +36.5% 1,334 $33K
EverSource Wealth Advisors, LLC 0.00% Add +345.5% 1,350 $33K
Fifth Third Bancorp 0.00% Reduce -25.8% 1,291 $31K
MAI Capital Management 0.00% No change 1,238 $30K
Optiver Holding B.V. 0.00% Add +31.1% 1,224 $30K
Hantz Financial Services, Inc. 0.00% Add +2033.9% 1,195 $29K
Steph & Co. 0.01% No change 1,169 $29K
Operose Advisors LLC 0.01% No change 1,150 $28K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 1,164 $28K
Signaturefd, LLC 0.00% Add +30.3% 1,122 $27K
Clearstead Trust, LLC 0.00% No change 990 $24K
Principal Securities, Inc. 0.00% Add +6.8% 985 $24K
Twin Peaks Wealth Advisors, LLC 0.01% New 938 $23K
Smithfield Trust Co 0.00% No change 910 $22K
Smartleaf Asset Management LLC 0.00% Add +18.5% 871 $21K
Essential Partners LLC 0.01% — 804 $20K
Rise Advisors, LLC 0.01% No change 776 $19K
Kestra Investment Management, LLC 0.00% Add +10.9% 730 $18K
GeoWealth Management, LLC 0.00% Reduce -19.8% 698 $17K
Parkside Financial Bank & Trust 0.00% Add +44.8% 579 $14K
Geneos Wealth Management Inc. 0.00% Add +143.5% 487 $12K
Allworth Financial LP 0.00% Add +27.5% 362 $9K
Hemington Wealth Management 0.00% Add +18.8% 360 $8K
Private Wealth Management Group, LLC 0.00% No change 228 $6K
Arax Advisory Partners 0.00% Add +49.3% 227 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -56.4% 224 $5K
Private Trust Co. NA 0.00% No change 178 $4K
Group One Trading LLC 0.00% New 170 $4K
C M Bidwell & Associates Ltd. 0.00% No change 153 $4K
NewSquare Capital LLC 0.00% Reduce -66.3% 138 $3K
Clean Yield Group 0.00% Reduce -38.8% 134 $3K
Farmers & Merchants Investments Inc. 0.00% Add +17.7% 133 $3K
Clearstead Advisors, LLC 0.00% Add +1081.8% 130 $3K
True Wealth Design, LLC 0.00% Add +246.7% 104 $3K
Ameritas Advisory Services, LLC 0.00% New 100 $2K
WPG Advisers, LLC 0.00% New 99 $2K
High Note Wealth, LLC 0.00% No change 89 $2K
Assetmark, Inc. 0.00% Add +137.5% 76 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -34.0% 62 $2K
Winch Advisory Services, LLC 0.00% Add +2.0% 52 $1K
ROSS\JOHNSON & Associates LLC 0.03% No change 50 $1K
Fortitude Family Office, LLC 0.00% New 46 $1K
Rialto Wealth Management, LLC 0.00% Reduce -17.6% 42 $1K
Covestor Ltd 0.00% Reduce -94.2% 28 $1K
Lazard Asset Management LLC 0.00% New 64 $1K
Bell Investment Advisors, Inc 0.00% No change 34 $830
SBI Securities Co., Ltd. 0.00% No change 32 $780
Sachetta, LLC 0.00% No change 29 $708
DiNuzzo Private Wealth, Inc. 0.00% Reduce -6.5% 29 $708
IAG Wealth Partners, LLC 0.00% No change 28 $682
Larson Financial Group LLC 0.00% New 24 $585
Global Retirement Partners, LLC 0.00% — 24 $574
SJS Investment Consulting Inc. 0.00% Reduce -40.6% 19 $464
Huntington National Bank 0.00% No change 18 $439
HFM Investment Advisors, LLC 0.00% Add +175.0% 11 $268
WealthTrak Capital Management LLC 0.00% No change 10 $244
Parkworth Wealth Management, Inc. 0.00% Add +133.3% 7 $171
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 6 $146
Avion Wealth 0.00% New 25 $0

"% of holder's portfolio" is ASB's weight in each manager's 13F, not the share of Associated Banc-Corp. the manager owns.