Itau Unibanco H-Spon PRF ADRITUB

13F holders, Q1 2024 (March 31)
324holders
8famous investors
$6.92avg. 13F price*

At the end of Q1 2024, 324 institutions reported holding Itau Unibanco H-Spon PRF ADR (ITUB) in their 13F filings. The largest holders were Schroder Investment Management Group ($555.5M), JPMorgan Chase & Co. ($497.2M) and Westwood Global Investments, LLC ($414.9M). 8 famous investors held it, including Howard Marks (1.2% of Oaktree Capital Management's portfolio), Ken Fisher (0.2% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
Itau Unibanco H-Spon PRF ADR
CUSIP
465562106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 324Q1 2024Q2 2024: 333Q2 2024Q3 2024: 348Q3 2024Q4 2024: 332Q4 2024Q1 2025: 316Q1 2025Q2 2025: 333Q2 2025Q3 2025: 335Q3 2025Q4 2025: 383Q4 2025Q1 2026: 389Q1 2026Q2 2026: 393Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions39$42.6M
Exits27$65.6M

Ownership 324 holders

Schroder Investment Management Group 0.66% Reduce -9.2% 80,161,169 $555.5M
JPMorgan Chase & Co. 0.04% Add +17.8% 71,738,861 $497.2M
Westwood Global Investments, LLC 18.90% Reduce -5.0% 59,875,447 $414.9M
Fisher Asset Management 0.16% Reduce -6.6% 48,891,595 $338.8M
Perpetual Ltd 2.72% Reduce -5.5% 40,202,714 $278.6M
William Blair Investment Management, LLC 0.59% Add +191.9% 33,040,433 $229.0M
Robeco Institutional Asset Management B.V. 0.48% Add +8.3% 31,668,346 $219.5M
Franklin Resources Inc. 0.06% Reduce -0.2% 27,563,590 $191.0M
Vanguard Group Inc. 0.00% Reduce -5.6% 24,898,168 $172.5M
BlackRock Inc. 0.00% Reduce -3.2% 24,017,989 $166.4M
Itau Unibanco Holding S.A. 6.69% Reduce -24.1% 23,288,427 $156.1M
Dodge & Cox 0.06% Reduce -0.7% 15,806,905 $109.5M
Goldman Sachs Group Inc. 0.02% Reduce -70.4% 15,752,222 $109.2M
Arrowstreet Capital, Limited Partnership 0.10% Add +64.8% 15,492,229 $107.4M
Capital Research Global Investors 0.02% Add +460.6% 15,262,082 $105.8M
ANTIPODES PARTNERS Ltd 3.00% Reduce -22.5% 13,684,096 $94.8M
Carmignac Gestion 1.47% Add +0.9% 13,452,687 $93.2M
State Street Corp. 0.00% Reduce -2.9% 11,694,500 $81.6M
Ameriprise Financial Inc. 0.02% Add +6.4% 10,797,681 $74.8M
Seafarer Capital Partners, LLC 20.61% No change 10,174,000 $70.5M
Macquarie Group Ltd. 0.08% Reduce -0.7% 9,866,681 $68.4M
Oaktree Capital Management 1.15% Add +2.4% 9,393,251 $65.1M
Baillie Gifford & Co. 0.05% Reduce -38.6% 9,225,765 $63.9M
Northcape Capital Pty Ltd 7.20% Add +1.0% 9,044,815 $62.7M
Capital World Investors 0.01% Add +64.4% 8,654,237 $60.0M
Citigroup Inc. 0.06% Reduce -21.4% 8,207,897 $56.9M
Victory Capital Management Inc. 0.05% Reduce -6.6% 6,554,936 $45.4M
UBS Group AG 0.01% Add +25.0% 5,977,740 $41.4M
Harding Loevner LP 0.25% Reduce -31.4% 5,947,802 $41.2M
Renaissance Technologies 0.06% Add +11.1% 5,501,274 $38.1M
Mondrian Investment Partners LTD 0.52% Reduce -0.2% 5,479,858 $38.0M
Russell Investments Group, Ltd. 0.06% Add +1.1% 5,346,259 $37.0M
Bank of America Corp. 0.00% Add +10.4% 5,281,459 $36.6M
Todd Asset Management LLC 0.74% Add +8.8% 5,254,856 $36.4M
Morgan Stanley 0.00% Reduce -43.9% 4,825,305 $33.4M
State of New Jersey Common Pension Fund D 0.09% Reduce -2.4% 4,327,709 $30.0M
NS Partners Ltd 1.34% Add +0.1% 4,212,128 $29.2M
Driehaus Capital Management LLC 0.28% New 4,008,441 $27.8M
New York State Common Retirement Fund 0.04% Add +15.7% 3,955,718 $27.4M
Wellington Management Group LLP 0.00% Add +15.7% 3,955,718 $27.4M
Lazard Asset Management LLC 0.03% Reduce -12.7% 3,465,497 $24.0M
Gemsstock Ltd. 8.96% Add +40.0% 3,424,782 $23.7M
American Century Companies Inc. 0.01% Add +5.3% 3,224,339 $22.3M
Teachers Retirement System of the State of Kentucky 0.18% Add +20.9% 2,917,740 $20.2M
Breakout Capital Partners, LP 13.40% No change 2,889,659 $20.0M
Legal & General Group Plc 0.01% No change 2,727,774 $18.9M
Millennium Management 0.02% Add +5889.1% 2,724,722 $18.9M
GMT Capital Corp 0.72% Reduce -44.0% 2,642,000 $18.3M
Sei Investments Co. 0.03% Reduce -2.2% 2,617,646 $18.1M
Marshall Wace, LLP 0.03% Reduce -32.6% 2,556,559 $17.7M
USS Investment Management Ltd 0.14% No change 2,525,966 $17.5M
Citadel Advisors 0.02% Add +1954.8% 2,402,325 $16.6M
Northern Trust Corp. 0.00% Reduce -27.0% 2,380,312 $16.5M
Man Group plc 0.04% Add +2516.8% 2,319,276 $16.1M
Boston Common Asset Management, LLC 0.34% Reduce -5.5% 2,067,746 $14.3M
Pinebridge Investments, L.P. 0.11% Reduce -7.4% 1,927,648 $13.4M
Natixis Advisors, LLC 0.03% Add +0.3% 1,919,215 $13.3M
HSBC Holdings PLC 0.01% Reduce -0.6% 1,869,685 $12.9M
SPX Gestao de Recursos Ltda 1.05% Reduce -57.2% 1,721,832 $11.9M
GQG Partners LLC 0.02% Reduce -52.7% 1,592,788 $11.0M
Earnest Partners LLC 0.05% Reduce -2.2% 1,442,645 $10.0M
First Eagle Investment Management, LLC 0.02% Add +8.5% 1,398,982 $9.7M
Barings LLC 0.24% No change 1,376,861 $9.5M
Susquehanna International Group, LLP 0.01% Add +35.8% 1,336,989 $9.3M
Renaissance Group LLC 0.32% Add +0.4% 1,205,760 $8.4M
Amundi 0.00% Add +3.3% 1,363,141 $8.2M
BTG Pactual Global Asset Management Ltd 2.61% No change 1,181,390 $8.2M
Cullen Capital Management, LLC 0.09% Reduce -0.5% 1,123,471 $7.8M
Deprince Race & Zollo Inc. 0.16% No change 1,087,835 $7.5M
Envestnet Asset Management Inc. 0.00% Add +14.3% 1,018,354 $7.1M
B. Metzler seel. Sohn & Co. AG 0.07% Reduce -0.0% 976,292 $6.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -29.9% 1,123,443 $6.6M
INCA Investments LLC 2.77% No change 928,079 $6.4M
Oaktree Fund Advisors, LLC 5.81% Add +2.5% 923,933 $6.4M
Geode Capital Management, LLC 0.00% Reduce -0.1% 877,859 $6.1M
Trillium Asset Management, LLC 0.15% Add +0.5% 873,603 $6.1M
Thrivent Financial for Lutherans 0.01% Add +4.8% 839,748 $5.8M
Formuepleje A/S 0.32% Reduce -11.0% 822,526 $5.7M
Ramirez Asset Management, Inc. 1.09% Add +116.5% 778,996 $5.4M
Deutsche Bank AG 0.00% Reduce -20.6% 769,895 $5.3M
Moran Wealth Management, LLC 0.17% Reduce -2.0% 760,934 $5.3M
Storebrand Asset Management As 0.02% No change 747,521 $5.2M
STRS Ohio 0.02% No change 700,000 $4.9M
Vinland Capital Management Gestora de Recursos LTDA. 3.92% Reduce -79.0% 679,270 $4.7M
Nordea Investment Management AB 0.01% Add +25.2% 677,122 $4.7M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -5.3% 671,262 $4.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +3.4% 640,355 $4.4M
Employees Retirement System of Texas 0.05% No change 595,704 $4.1M
Northwest & Ethical Investments L.P. 0.11% Reduce -28.3% 573,754 $4.0M
Rhumbline Advisers 0.00% Reduce -15.2% 530,775 $3.7M
Crossmark Global Holdings, Inc. 0.07% Reduce -4.3% 513,889 $3.6M
Jane Street Group, LLC 0.00% Add +50.4% 507,037 $3.5M
Wells Fargo & Company 0.00% Reduce -0.2% 489,060 $3.4M
Madison Asset Management, LLC 0.04% Reduce -3.8% 480,330 $3.3M
Royal Bank of Canada 0.00% Add +16.1% 462,877 $3.2M
GMO 0.01% Add +174.6% 456,696 $3.2M
Daiwa Securities Group Inc. 0.02% Reduce -9.7% 454,347 $3.1M
Liontrust Investment Partners LLP 0.04% Reduce -8.2% 446,179 $3.1M
Banque Cantonale Vaudoise 0.12% No change 440,000 $3.0M
Barclays PLC 0.00% Reduce -1.8% 436,220 $3.0M
DekaBank Deutsche Girozentrale 0.01% No change 440,000 $3.0M
Invesco Ltd. 0.00% Add +16.1% 434,564 $3.0M
Abn Amro Investment Solutions 0.05% Reduce -2.6% 427,125 $3.0M
Clearbridge Investments, LLC 0.00% Reduce -3.9% 408,920 $2.8M
Anthracite Investment Company, Inc. 1.40% No change 400,000 $2.8M
VPR Management LLC 0.74% No change 386,597 $2.7M
Brandywine Global Investment Management, LLC 0.02% Add +4.2% 378,359 $2.6M
Cubist Systematic Strategies, LLC 0.03% New 377,246 $2.6M
Parkwood LLC 0.27% New 371,763 $2.6M
AQR Capital Management 0.00% Add +68.5% 365,783 $2.5M
Calamos Advisors LLC 0.02% Reduce -4.8% 350,561 $2.4M
Raymond James & Associates 0.00% Reduce -2.8% 332,248 $2.3M
Investidor Profissional Gestao de Recursos Ltda. 1.70% Reduce -9.7% 330,922 $2.3M
Longfellow Investment Management Co. LLC 0.51% No change 325,768 $2.3M
Quantitative Investment Management, LLC 0.13% Reduce -34.0% 319,599 $2.2M
Quattro Financial Advisors LLC 0.59% Add +4285614.3% 300,000 $2.1M
Baker Avenue Asset Management, LP 0.08% Add +2.2% 299,613 $2.1M
Eagle Global Advisors LLC 0.11% No change 294,000 $2.0M
Nuveen Asset Management, LLC 0.00% Add +1.6% 238,266 $1.7M
LPL Financial LLC 0.00% Add +1.0% 237,887 $1.6M
Lombard Odier Asset Management (Switzerland) SA 0.11% Reduce -19.5% 231,688 $1.6M
Pzena Investment Management LLC 0.01% Add +0.4% 230,664 $1.6M
BNP Paribas Financial Markets 0.00% Add +10.5% 226,073 $1.6M
Cloverfields Capital Group, LP 0.51% Reduce -0.3% 217,501 $1.5M
O'shaughnessy Asset Management, LLC 0.02% Add +40.0% 211,008 $1.5M
Old Mission Capital LLC 0.04% Add +90.4% 210,789 $1.5M
Cibc World Market Inc. 0.00% New 205,359 $1.4M
FMR LLC 0.00% Add +9.5% 191,445 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.6% 189,840 $1.3M
AXA S.A. 0.00% No change 186,522 $1.3M
Profund Advisors LLC 0.05% Reduce -14.8% 185,128 $1.3M
Campbell & CO Investment Adviser LLC 0.11% Add +89.5% 184,254 $1.3M
Channing Global Advisors, LLC 1.06% No change 180,884 $1.3M
Thornburg Investment Management Inc. 0.02% Reduce -5.2% 181,581 $1.2M
Ethic Inc. 0.03% Add +45.0% 174,345 $1.2M
Euro Pacific Asset Management, LLC 0.25% Reduce -0.5% 174,079 $1.2M
Dimensional Fund Advisors LP 0.00% Add +28.6% 171,105 $1.2M
US Bancorp \de 0.00% Reduce -21.0% 169,128 $1.2M
Lord, Abbett & Co. LLC 0.00% New 160,810 $1.1M
Pathstone Holdings, LLC 0.01% Reduce -6.0% 156,057 $1.1M
Point72 Asset Management 0.00% Add +527.4% 151,200 $1.0M
Engineers Gate Manager LP 0.03% New 145,937 $1.0M
Mirabaud Asset Management Ltd 0.39% Reduce -31.8% 141,032 $977K
Quantbot Technologies LP 0.05% Reduce -75.1% 139,108 $964K
Qtron Investments LLC 0.13% No change 133,539 $925K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -4.3% 132,703 $920K
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 129,072 $894K
Fifth Third Bancorp 0.00% Reduce -10.5% 125,558 $870K
Centiva Capital, LP 0.05% New 114,053 $790K
Symmetry Partners, LLC 0.06% Add +45.8% 113,848 $789K
Pekin Hardy Strauss, Inc. 0.10% No change 110,500 $765K
Whittier Trust Co. 0.01% Add +17.4% 108,295 $750K
Solstein Capital, LLC 0.52% Add +11.4% 108,200 $750K
Freedom Investment Management, Inc. 0.06% Reduce -28.7% 103,522 $717K
Diversified Trust Co. 0.02% Reduce -0.2% 100,873 $699K
QRG Capital Management, Inc. 0.01% Add +207.2% 97,387 $675K
Bank of New York Mellon Corp 0.00% Reduce -0.8% 95,206 $660K
First Trust Direct Indexing L.P. 0.05% Reduce -3.6% 94,202 $653K
Group One Trading LLC 0.02% New 93,384 $647K
Mariner, LLC 0.00% Add +11.0% 92,619 $642K
Legacy Wealth Asset Management, LLC 0.17% Reduce -3.1% 89,656 $621K
Guggenheim Capital LLC 0.00% Add +78.6% 84,728 $587K
Jump Financial, LLC 0.02% Add +591.2% 84,707 $587K
Yousif Capital Management, LLC 0.01% Add +1.1% 79,051 $548K
Fox Run Management, L.L.C. 0.12% New 77,745 $539K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 77,000 $534K
Vident Advisory, LLC 0.01% Reduce -7.6% 75,672 $524K
W1M Asset Management Ltd 0.04% No change 75,000 $520K
Cerity Partners LLC 0.00% Add +28.2% 74,978 $520K
Seven Eight Capital, LP 0.05% New 73,663 $510K
Altfest L J & Co. Inc. 0.07% Add +4.9% 73,065 $506K
Trexquant Investment LP 0.01% New 71,751 $497K
Prelude Capital Management, LLC 0.03% Add +48.9% 71,000 $492K
Deltec Asset Management LLC 0.10% No change 70,500 $489K
Baldwin Investment Management, LLC 0.07% No change 69,712 $483K
Vanguard Personalized Indexing Management, LLC 0.01% Add +48.3% 66,493 $461K
Groupama Asset Managment 0.01% Reduce -69.1% 65,892 $457K
Wealth Alliance, LLC 0.06% Add +5.6% 65,569 $454K
CW Advisors, LLC 0.01% Reduce -16.7% 60,762 $421K
Axq Capital, LP 0.10% Reduce -55.4% 58,900 $408K
Squarepoint Ops LLC 0.00% New 56,811 $394K
Mackenzie Financial Corp. 0.00% Add +37.0% 56,641 $393K
Advisors Asset Management, Inc. 0.01% Reduce -1.3% 56,126 $389K
Compound Planning, Inc. 0.04% New 55,946 $388K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -45.5% 55,250 $383K
Johnson Investment Counsel Inc. 0.00% Add +2.6% 54,795 $380K
Qube Research & Technologies Ltd 0.00% No change 53,800 $373K
Financial Counselors Inc. 0.01% No change 52,271 $362K
Aquatic Capital Management LLC 0.01% Reduce -89.3% 49,700 $344K
Osaic Holdings, Inc. 0.00% Reduce -20.8% 47,273 $328K
HBK Sorce Advisory LLC 0.01% Reduce -0.8% 46,348 $321K
Truist Financial Corp. 0.00% Add +2.1% 44,396 $308K
Caprock Group, LLC 0.02% Add +66.2% 44,281 $307K
Sequoia Financial Advisors, LLC 0.00% Add +3.5% 41,824 $290K
Spire Wealth Management 0.01% Add +11193.7% 41,448 $287K
Two Sigma Securities, LLC 0.01% New 37,669 $261K
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.0% 37,623 $261K
Atlas Capital Advisors Inc. 0.04% Reduce -20.1% 37,402 $259K
Mercer Global Advisors Inc. 0.00% New 36,461 $255K
Sompo Asset Management Co., Ltd. 0.04% Add +6.5% 36,020 $250K
Vestmark Advisory Solutions, Inc. 0.01% Add +1.5% 35,651 $247K
Banco Santander, S.A. 0.00% Reduce -1.4% 34,153 $237K
NewEdge Wealth, LLC 0.01% Add +6.9% 37,538 $235K
Marietta Investment Partners LLC 0.05% Reduce -35.4% 33,500 $232K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -14.6% 33,256 $230K
Cresset Asset Management, LLC 0.00% New 32,627 $226K
Gould Asset Management LLC 0.05% Reduce -3.8% 30,710 $213K
Tower Research Capital LLC (TRC) 0.01% Add +137.6% 29,695 $206K
Cetera Investment Advisers 0.00% Add +135.2% 29,090 $201K
Stephens Inc. 0.00% Add +16.7% 28,826 $200K
CIBC Private Wealth Group LLC 0.00% New 28,234 $187K
Leonteq Securities AG 0.02% Reduce -3.5% 26,631 $185K
Blair William & Co. 0.00% New 26,474 $183K
Metis Global Partners, LLC 0.01% Reduce -4.7% 25,230 $175K
Ameraudi Asset Management, Inc. 0.08% No change 25,150 $174K
Gateway Investment Advisers LLC 0.00% New 23,942 $166K
Knights of Columbus Asset Advisors LLC 0.01% New 23,890 $166K
Blue Trust, Inc. 0.00% Add +22.5% 23,824 $165K
Harbour Capital Advisors, LLC 0.04% New 23,125 $153K
United Capital Financial Advisors, LLC 0.00% Reduce -3.4% 21,917 $152K
Grey Street Capital, LLC 0.02% New 21,568 $150K
Old National Bancorp 0.00% Reduce -22.4% 21,350 $148K
National Bank of Canada 0.00% Add +212.5% 23,236 $147K
MML Investors Services, LLC 0.00% Add +36.1% 20,943 $145K
Corient Private Wealth LP 0.00% Reduce -34.2% 20,845 $144K
NewEdge Advisors, LLC 0.00% Add +0.6% 20,236 $140K
HighTower Advisors, LLC 0.00% Add +19.3% 20,011 $139K
Quantinno Capital Management LP 0.00% Add +86.0% 19,060 $132K
Stifel Financial Corp. 0.00% Reduce -1.8% 18,685 $129K
Schechter Investment Advisors, LLC 0.01% Add +5.9% 18,694 $129K
Rehmann Capital Advisory Group 0.01% New 17,745 $123K
JGP Global Gestao de Recursos Ltda. 0.08% New 17,483 $121K
Pinnacle Wealth Planning Services, Inc. 0.02% No change 17,419 $121K
Ewa, LLC 0.05% Add +3.6% 18,999 $120K
Legacy Financial Advisors, Inc. 0.02% Reduce -0.0% 17,367 $120K
Checchi Capital Advisers, LLC 0.01% Reduce -50.1% 17,221 $119K
Lake Street Advisors Group, LLC 0.01% Reduce -0.9% 16,931 $117K
Aviva PLC 0.00% No change 16,370 $113K
Hamilton Capital, LLC 0.01% Add +1.0% 16,172 $112K
Orion Porfolio Solutions, LLC 0.00% Add +0.5% 15,573 $108K
Orion Portfolio Solutions, LLC 0.00% Add +0.5% 15,573 $108K
Hilltop Holdings Inc. 0.01% No change 15,311 $106K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +84.5% 14,941 $104K
Laird Norton Wetherby Wealth Management, LLC 0.00% No change 14,915 $103K
Peapack Gladstone Financial Corp. 0.00% No change 14,935 $103K
Captrust Financial Advisors 0.00% Reduce -4.6% 14,642 $101K
Rathbones Group PLC 0.00% No change 14,000 $97K
Walleye Capital LLC 0.00% New 13,797 $96K
Sivia Capital Partners, LLC 0.06% Reduce -10.3% 13,767 $95K
Grove Bank & Trust 0.02% Add +1.9% 13,753 $95K
M&T Bank Corp 0.00% Reduce -1.7% 13,211 $92K
Elevation Point Wealth Partners, LLC 0.01% Add +1.6% 12,723 $88K
Fulton Bank, N.A. 0.00% No change 12,275 $85K
PDS Planning, Inc 0.01% Add +0.2% 12,267 $85K
Calamos Wealth Management LLC 0.00% Add +5.2% 12,175 $84K
HTLF Bank 0.01% Add +0.1% 12,025 $83K
First Affirmative Financial Network 0.06% Reduce -8.7% 11,452 $79K
Massachusetts Financial Services Co. 0.00% Add +6.3% 11,362 $79K
Creative Planning 0.00% Add +0.5% 11,277 $78K
Tiaa Trust, National Association 0.00% No change 10,795 $75K
Snowden Capital Advisors LLC 0.00% New 10,704 $74K
Credential Qtrade Securities Inc. 0.00% Reduce -6.0% 10,628 $74K
Bank of Montreal 0.00% Reduce -3.1% 10,447 $73K
Sunpointe, LLC 0.08% Add +0.7% 10,303 $71K
Coldstream Capital Management Inc. 0.00% New 10,243 $71K
Investors Research Corp 0.01% No change 8,911 $62K
Huntington National Bank 0.00% Add +3.4% 8,716 $60K
Cwm, LLC 0.00% Add +13.5% 7,901 $55K
Quadrant Capital Group LLC 0.00% Reduce -7.9% 7,684 $53K
Bessemer Group Inc. 0.00% New 7,050 $49K
Whittier Trust Co. of Nevada Inc. 0.00% Add +571.4% 6,888 $48K
Lindbrook Capital, LLC 0.00% Add +1.2% 6,204 $43K
Allspring Global Investments Holdings, LLC 0.00% Add +1.9% 5,717 $40K
Hilltop National Bank 0.01% — 5,337 $37K
Bruce G. Allen Investments, LLC 0.03% Reduce -8.6% 4,783 $33K
GAMMA Investing LLC 0.01% Add +67.0% 4,375 $30K
Clearstead Advisors, LLC 0.00% Add +785.0% 4,319 $28K
Credit Agricole S A 0.00% No change 4,392 $26K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 3,600 $25K
Van Eck Associates Corp. 0.00% Add +49.6% 3,602 $25K
Avior Wealth Management, LLC 0.00% New 3,381 $23K
SYSTM Wealth Solutions LLC 0.00% Add +158.7% 3,265 $23K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -3.1% 3,215 $22K
Mather Group, Llc. 0.00% New 3,133 $22K
Global Retirement Partners, LLC 0.00% No change 2,950 $20K
Park Place Capital Corp 0.01% No change 2,731 $19K
Tortoise Investment Management, LLC 0.00% No change 2,196 $15K
Rock Creek Group LLC 0.00% Reduce -36.1% 2,111 $15K
EverSource Wealth Advisors, LLC 0.00% Add +4.8% 2,409 $15K
Key Financial Inc 0.00% No change 1,590 $11K
Principal Securities, Inc. 0.00% Add +1.7% 1,448 $10K
Toronto Dominion Bank 0.00% No change 1,312 $9K
WealthCollab, LLC 0.01% No change 1,229 $9K
TD Private Client Wealth LLC 0.00% No change 1,060 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 1,056 $7K
JFS Wealth Advisors, LLC 0.00% No change 1,035 $7K
FinTrust Capital Advisors, LLC 0.00% No change 983 $7K
Jones Financial Companies LLLP 0.00% Add +21.4% 906 $6K
Lanark Financial, Inc. 0.00% Reduce -20.8% 830 $5K
First Horizon Advisors, Inc. 0.00% No change 602 $4K
Farther Finance Advisors, LLC 0.00% Reduce -7.0% 575 $4K
Allworth Financial LP 0.00% No change 548 $4K
First Financial Corp. 0.00% New 486 $3K
Smartleaf Asset Management LLC 0.00% New 466 $3K
Frazier Financial Advisors, LLC 0.00% Add +135.3% 367 $3K
Beacon Capital Management, LLC 0.00% New 339 $2K
Financial Gravity Asset Management, Inc. 0.00% Reduce -36.8% 333 $2K
AdvisorNet Financial, Inc 0.00% Add +25.3% 302 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 300 $2K
Provida Pension Fund Administrator 0.00% Reduce -96.1% 299 $2K
UMB Bank, n.a. 0.00% No change 217 $2K
ClariVest Asset Management LLC 0.00% No change 198 $1K
Raffa Wealth Management, LLC 0.00% No change 164 $1K
Horizon Investments, LLC 0.00% New 154 $1K
Hollencrest Capital Management 0.00% No change 148 $1K
Arax Advisory Partners 0.00% No change 120 $832
Bell Investment Advisors, Inc 0.00% No change 119 $825
Richardson Financial Services Inc. 0.00% New 103 $714
CGC Financial Services, LLC 0.00% No change 83 $575
Rosenberg Matthew Hamilton 0.00% Reduce -16.5% 81 $537
Signaturefd, LLC 0.00% No change 3 $21
Northwestern Mutual Wealth Management Co. 0.00% No change 1 $7
Cutler Group LLC / CA 0.00% New 122 $0
Ulland Investment Advisors, LLC 0.00% New 18 $0

"% of holder's portfolio" is ITUB's weight in each manager's 13F, not the share of Itau Unibanco H-Spon PRF ADR the manager owns.