Itau Unibanco H-Spon PRF ADRITUB
13F holders, Q2 2024 (June 30)333holders +9
40new positions
34sold out
9famous investors
$5.84avg. 13F price*
At the end of Q2 2024, 333 institutions reported holding Itau Unibanco H-Spon PRF ADR (ITUB) in their 13F filings, up 9 from Q1 2024. 40 opened new positions and 34 sold out. The largest holders were Schroder Investment Management Group ($500.1M), Westwood Global Investments, LLC ($347.1M) and JPMorgan Chase & Co. ($281.6M). 9 famous investors held it, including Howard Marks (0.7% of Oaktree Capital Management's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Itau Unibanco H-Spon PRF ADR
- CUSIP
- 465562106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $264.8M |
| Exits | 34 | $51.7M |
All 13F filers, Q1 2024 → Q2 2024: 130,354,731 shares bought and 104,127,149 shares sold, net +26,227,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 333 holders
| Schroder Investment Management Group | 0.55% | Add +6.8% | 85,632,024 | $500.1M |
| Westwood Global Investments, LLC | 17.30% | Reduce -0.7% | 59,439,217 | $347.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -32.8% | 48,225,211 | $281.6M |
| Fisher Asset Management | 0.12% | Reduce -2.4% | 47,701,125 | $278.6M |
| Arrowstreet Capital, Limited Partnership | 0.21% | Add +164.7% | 41,004,606 | $239.5M |
| Robeco Institutional Asset Management B.V. | 0.49% | Add +23.1% | 38,989,490 | $227.7M |
| William Blair Investment Management, LLC | 0.58% | Add +14.8% | 37,928,532 | $221.5M |
| Franklin Resources Inc. | 0.05% | Reduce -0.0% | 27,553,197 | $160.9M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 24,881,570 | $145.3M |
| Itau Unibanco Holding S.A. | 5.51% | Add +2.3% | 23,818,027 | $134.6M |
| T. Rowe Price Associates Inc. | 0.02% | New | 22,596,294 | $132.0M |
| BlackRock Inc. | 0.00% | Reduce -6.6% | 22,429,556 | $131.0M |
| Carmignac Gestion | 1.61% | Add +19.8% | 16,118,173 | $94.1M |
| Capital Research Global Investors | 0.02% | Reduce -0.1% | 15,242,063 | $89.0M |
| Dodge & Cox | 0.05% | Reduce -3.7% | 15,228,405 | $88.9M |
| Perpetual Ltd | 0.79% | Reduce -68.9% | 12,503,111 | $73.0M |
| State Street Corp. | 0.00% | Reduce -0.3% | 11,660,986 | $69.2M |
| ANTIPODES PARTNERS Ltd | 2.31% | Reduce -20.3% | 10,909,651 | $63.7M |
| Two Sigma Investments, LP | 0.16% | New | 10,855,937 | $63.4M |
| Capital World Investors | 0.01% | Add +17.6% | 10,179,510 | $59.4M |
| Seafarer Capital Partners, LLC | 20.28% | No change | 10,174,000 | $59.4M |
| Macquarie Group Ltd. | 0.07% | Reduce -0.6% | 9,807,099 | $57.3M |
| Northcape Capital Pty Ltd | 8.30% | Add +5.7% | 9,564,344 | $55.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -12.6% | 9,435,702 | $55.1M |
| Baillie Gifford & Co. | 0.04% | Reduce -1.1% | 9,125,793 | $53.3M |
| Marshall Wace, LLP | 0.06% | Add +200.4% | 7,679,311 | $44.8M |
| Driehaus Capital Management LLC | 0.40% | Add +77.5% | 7,114,571 | $41.5M |
| Oaktree Capital Management | 0.74% | Reduce -29.3% | 6,646,166 | $38.8M |
| Victory Capital Management Inc. | 0.04% | Reduce -6.0% | 6,160,877 | $36.0M |
| Bank of America Corp. | 0.00% | Add +3.9% | 5,487,780 | $32.0M |
| UBS Group AG | 0.01% | Reduce -10.3% | 5,360,965 | $31.3M |
| Todd Asset Management LLC | 0.65% | Add +1.3% | 5,322,407 | $31.1M |
| GMT Capital Corp | 1.10% | Add +92.5% | 5,084,700 | $29.7M |
| Mondrian Investment Partners LTD | 0.46% | Reduce -10.3% | 4,917,679 | $29.6M |
| Harding Loevner LP | 0.16% | Reduce -15.0% | 5,057,052 | $29.5M |
| Millennium Management | 0.02% | Add +74.5% | 4,753,825 | $27.8M |
| Qube Research & Technologies Ltd | 0.05% | Add +8476.4% | 4,614,106 | $26.9M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -13.9% | 4,600,192 | $26.9M |
| Two Sigma Advisers, LP | 0.06% | New | 4,588,575 | $26.8M |
| Man Group plc | 0.07% | Add +90.6% | 4,421,392 | $25.8M |
| NS Partners Ltd | 1.08% | Reduce -3.4% | 4,067,553 | $23.8M |
| Northern Trust Corp. | 0.00% | Add +66.9% | 3,971,908 | $23.2M |
| New York State Common Retirement Fund | 0.03% | No change | 3,955,718 | $23.1M |
| Wellington Management Group LLP | 0.00% | No change | 3,955,718 | $23.1M |
| Morgan Stanley | 0.00% | Reduce -20.8% | 3,820,397 | $22.3M |
| Lazard Asset Management LLC | 0.03% | Add +5.2% | 3,645,677 | $21.3M |
| American Century Companies Inc. | 0.01% | Add +5.2% | 3,390,965 | $19.8M |
| State of New Jersey Common Pension Fund D | 0.08% | Reduce -28.1% | 3,111,489 | $18.2M |
| Provida Pension Fund Administrator | 0.45% | Add +1027062.5% | 3,071,216 | $17.9M |
| Teachers Retirement System of the State of Kentucky | 0.15% | No change | 2,917,740 | $17.0M |
| Breakout Capital Partners, LP | 20.36% | No change | 2,889,659 | $16.9M |
| GQG Partners LLC | 0.02% | Add +73.9% | 2,769,699 | $16.2M |
| Legal & General Group Plc | 0.00% | No change | 2,727,774 | $15.9M |
| USS Investment Management Ltd | 0.12% | No change | 2,525,966 | $14.7M |
| Sei Investments Co. | 0.02% | Reduce -4.0% | 2,513,795 | $14.7M |
| Renaissance Technologies | 0.02% | Reduce -56.0% | 2,423,474 | $14.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -84.9% | 2,383,389 | $13.9M |
| Citigroup Inc. | 0.01% | Reduce -72.7% | 2,245,165 | $13.1M |
| Trexquant Investment LP | 0.19% | Add +2801.8% | 2,082,100 | $12.2M |
| HSBC Holdings PLC | 0.01% | Add +9.5% | 2,047,728 | $11.9M |
| Cubist Systematic Strategies, LLC | 0.20% | Add +426.2% | 1,985,215 | $11.6M |
| INCA Investments LLC | 4.90% | Add +113.8% | 1,984,162 | $11.6M |
| Natixis Advisors, LLC | 0.02% | Reduce -3.6% | 1,849,943 | $10.8M |
| Pinebridge Investments, L.P. | 0.08% | Reduce -8.8% | 1,757,613 | $10.3M |
| D. E. Shaw & Co. | 0.01% | New | 1,631,536 | $9.5M |
| Boston Common Asset Management, LLC | 0.24% | Reduce -23.9% | 1,572,721 | $9.2M |
| Jane Street Group, LLC | 0.01% | Add +201.7% | 1,529,766 | $8.9M |
| First Eagle Investment Management, LLC | 0.02% | Add +7.9% | 1,509,424 | $8.8M |
| Susquehanna International Group, LLP | 0.02% | Add +11.8% | 1,495,048 | $8.7M |
| Amundi | 0.00% | Add +3.5% | 1,410,874 | $8.5M |
| Earnest Partners LLC | 0.04% | Reduce -2.3% | 1,410,097 | $8.2M |
| Barings LLC | 0.20% | No change | 1,376,861 | $8.0M |
| Constellation Investimentos e Participacoes Ltda | 3.79% | New | 1,304,100 | $7.6M |
| Altrinsic Global Advisors LLC | 0.33% | New | 1,258,526 | $7.3M |
| Trillium Asset Management, LLC | 0.19% | Add +44.0% | 1,258,428 | $7.3M |
| Ramirez Asset Management, Inc. | 1.48% | Add +59.7% | 1,243,956 | $7.3M |
| Citadel Advisors | 0.01% | Reduce -49.3% | 1,218,108 | $7.1M |
| BTG Pactual Asset Management US LLC | 1.73% | — | 1,181,390 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.1% | 1,172,345 | $6.8M |
| Renaissance Group LLC | 0.27% | Reduce -3.0% | 1,169,499 | $6.8M |
| Deprince Race & Zollo Inc. | 0.14% | Reduce -0.2% | 1,085,465 | $6.3M |
| B. Metzler seel. Sohn & Co. AG | 0.06% | Add +10.8% | 1,082,236 | $6.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -5.4% | 1,062,288 | $5.9M |
| SPX Gestao de Recursos Ltda | 0.84% | Reduce -45.1% | 945,695 | $5.5M |
| Quantbot Technologies LP | 0.25% | Add +535.2% | 883,563 | $5.2M |
| Walleye Capital LLC | 0.06% | Add +6269.3% | 878,765 | $5.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 875,001 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.3% | 836,936 | $4.9M |
| Vinland Capital Management Gestora de Recursos LTDA. | 6.98% | No change | 679,270 | $4.7M |
| Deutsche Bank AG | 0.00% | No change | 769,895 | $4.5M |
| Moran Wealth Management, LLC | 0.15% | Add +0.4% | 763,765 | $4.5M |
| Storebrand Asset Management As | 0.01% | No change | 747,521 | $4.4M |
| Oaktree Fund Advisors, LLC | 3.97% | Reduce -22.3% | 717,753 | $4.2M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +60.2% | 705,000 | $4.2M |
| STRS Ohio | 0.02% | No change | 700,000 | $4.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -0.9% | 665,294 | $3.9M |
| Northwest & Ethical Investments L.P. | 0.10% | No change | 573,754 | $3.4M |
| Anthracite Investment Company, Inc. | 1.76% | Add +41.9% | 567,739 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +7.6% | 497,996 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 481,209 | $2.8M |
| Crossmark Global Holdings, Inc. | 0.05% | Reduce -9.0% | 467,441 | $2.7M |
| Barclays PLC | 0.00% | Add +6.7% | 465,259 | $2.7M |
| Madison Asset Management, LLC | 0.03% | Reduce -5.1% | 456,036 | $2.7M |
| Balyasny Asset Management L.P. | 0.01% | New | 444,658 | $2.6M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -5.3% | 430,347 | $2.5M |
| Cullen Capital Management, LLC | 0.03% | Reduce -63.4% | 411,456 | $2.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 409,047 | $2.4M |
| Invesco Ltd. | 0.00% | Reduce -6.0% | 408,308 | $2.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -38.3% | 395,400 | $2.3M |
| Clearbridge Investments, LLC | 0.00% | Reduce -3.5% | 394,414 | $2.3M |
| VPR Management LLC | 0.84% | No change | 386,597 | $2.3M |
| Investidor Profissional Gestao de Recursos Ltda. | 1.98% | Add +16.6% | 386,007 | $2.3M |
| Brandywine Global Investment Management, LLC | 0.02% | No change | 378,359 | $2.2M |
| Jump Financial, LLC | 0.04% | Add +325.6% | 360,524 | $2.1M |
| Liontrust Investment Partners LLP | 0.03% | Reduce -24.2% | 338,283 | $2.0M |
| AQR Capital Management | 0.00% | Reduce -10.3% | 328,023 | $1.9M |
| Longfellow Investment Management Co. LLC | 0.48% | No change | 325,768 | $1.9M |
| Raymond James & Associates | 0.00% | Reduce -4.0% | 318,816 | $1.9M |
| Quattro Financial Advisors LLC | 0.46% | No change | 300,000 | $1.8M |
| Baker Avenue Asset Management, LP | 0.06% | Reduce -0.3% | 298,696 | $1.7M |
| Eagle Global Advisors LLC | 0.09% | No change | 294,000 | $1.7M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.05% | New | 292,031 | $1.7M |
| US Bancorp \de | 0.00% | Add +68.6% | 285,201 | $1.7M |
| Rhumbline Advisers | 0.00% | Reduce -46.9% | 282,026 | $1.6M |
| Aquatic Capital Management LLC | 0.06% | Add +457.3% | 277,000 | $1.6M |
| Abn Amro Investment Solutions | 0.03% | Reduce -35.3% | 276,494 | $1.6M |
| Calamos Advisors LLC | 0.01% | Reduce -26.2% | 258,626 | $1.5M |
| Boston Partners | 0.00% | New | 253,026 | $1.5M |
| HRT Financial LP | 0.01% | New | 252,818 | $1.5M |
| LPL Financial LLC | 0.00% | Add +5.6% | 251,104 | $1.5M |
| XTX Topco Ltd | 0.12% | New | 245,242 | $1.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.1% | 237,979 | $1.4M |
| Simplex Trading, LLC | 0.04% | New | 237,520 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +1451.0% | 231,732 | $1.4M |
| Pzena Investment Management LLC | 0.00% | No change | 230,664 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +1.6% | 229,706 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.7% | 229,348 | $1.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +33.4% | 228,293 | $1.3M |
| Cloverfields Capital Group, LP | 0.43% | Add +0.8% | 219,246 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 192,783 | $1.1M |
| Profund Advisors LLC | 0.04% | Add +3.9% | 192,412 | $1.1M |
| AXA S.A. | 0.00% | No change | 186,522 | $1.1M |
| Thornburg Investment Management Inc. | 0.02% | Add +0.9% | 183,245 | $1.1M |
| FMR LLC | 0.00% | Reduce -3.4% | 185,030 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.09% | Reduce -2.7% | 179,313 | $1.0M |
| Engineers Gate Manager LP | 0.02% | Add +22.4% | 178,612 | $1.0M |
| Euro Pacific Asset Management, LLC | 0.20% | Reduce -0.2% | 173,724 | $1.0M |
| Ethic Inc. | 0.02% | Reduce -0.5% | 173,452 | $1.0M |
| Group One Trading LLC | 0.03% | Add +73.0% | 161,569 | $944K |
| Nordea Investment Management AB | 0.00% | Reduce -77.8% | 150,163 | $875K |
| Mirabaud Asset Management Ltd | 0.40% | Add +4.5% | 147,433 | $861K |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.9% | 145,332 | $852K |
| Qtron Investments LLC | 0.12% | Add +4.1% | 139,019 | $812K |
| Quadrature Capital Ltd | 0.01% | New | 138,658 | $810K |
| Aigen Investment Management, LP | 0.15% | New | 134,765 | $787K |
| Sanctuary Advisors, LLC | 0.01% | — | 124,525 | $785K |
| GMO | 0.00% | Reduce -71.8% | 128,799 | $752K |
| Fifth Third Bancorp | 0.00% | Reduce -0.3% | 125,236 | $731K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -6.9% | 123,580 | $722K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.0% | 122,671 | $716K |
| Atria Investments, Inc | 0.01% | New | 122,577 | $716K |
| Point72 Asset Management | 0.00% | Reduce -23.7% | 115,400 | $674K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 114,659 | $670K |
| Solstein Capital, LLC | 0.41% | No change | 108,200 | $632K |
| Virtu Financial LLC | 0.04% | New | 104,456 | $610K |
| Diversified Trust Co. | 0.02% | Reduce -0.3% | 100,548 | $587K |
| Whittier Trust Co. | 0.01% | Reduce -7.5% | 100,213 | $585K |
| Capital Markets Trading UK LLP | 0.43% | New | 99,547 | $581K |
| QRG Capital Management, Inc. | 0.01% | Add +0.1% | 97,495 | $569K |
| First Trust Direct Indexing L.P. | 0.03% | Add +1.8% | 95,888 | $560K |
| Mariner, LLC | 0.00% | Add +3.2% | 95,604 | $558K |
| Scientech Research LLC | 0.11% | New | 94,297 | $551K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.8% | 93,516 | $546K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +2.0% | 91,409 | $534K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -79.5% | 90,000 | $526K |
| Prelude Capital Management, LLC | 0.04% | Add +14.8% | 81,500 | $476K |
| Symmetry Partners, LLC | 0.02% | Reduce -31.4% | 78,077 | $456K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.3% | 76,476 | $447K |
| Harbour Capital Advisors, LLC | 0.11% | Add +235.2% | 77,510 | $443K |
| W1M Asset Management Ltd | 0.04% | No change | 75,000 | $438K |
| Baldwin Investment Management, LLC | 0.06% | Add +6.1% | 73,956 | $432K |
| Guggenheim Capital LLC | 0.00% | Reduce -17.3% | 70,061 | $409K |
| Prudential Financial Inc. | 0.00% | New | 67,725 | $396K |
| Deltec Asset Management LLC | 0.07% | Reduce -5.7% | 66,500 | $388K |
| Vident Advisory, LLC | 0.01% | Reduce -16.1% | 63,528 | $371K |
| Wealth Alliance, LLC | 0.05% | Reduce -4.6% | 62,572 | $365K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -8.7% | 60,726 | $355K |
| Banco Santander, S.A. | 0.00% | Add +77.7% | 60,704 | $355K |
| NewEdge Advisors, LLC | 0.00% | Add +198.9% | 60,484 | $353K |
| CW Advisors, LLC | 0.01% | Reduce -1.1% | 60,111 | $351K |
| J. Safra Sarasin Holding AG | 0.01% | — | 59,300 | $346K |
| Advisors Asset Management, Inc. | 0.01% | Add +5.6% | 59,268 | $346K |
| Mackenzie Financial Corp. | 0.00% | No change | 56,641 | $331K |
| Cerity Partners LLC | 0.00% | Reduce -26.1% | 55,431 | $324K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -28.6% | 55,000 | $321K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 54,795 | $320K |
| Caprock Group, LLC | 0.01% | Add +21.7% | 53,883 | $317K |
| Financial Counselors Inc. | 0.00% | Reduce -0.2% | 52,169 | $305K |
| Candriam S.C.A. | 0.00% | New | 50,572 | $295K |
| Osaic Holdings, Inc. | 0.00% | Add +2.0% | 48,215 | $282K |
| Eisler Capital (UK) Ltd. | 0.09% | New | 46,922 | $274K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -8.2% | 42,540 | $248K |
| Blue Trust, Inc. | 0.00% | Add +48.4% | 35,343 | $245K |
| Blair William & Co. | 0.00% | Add +56.3% | 41,367 | $242K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.3% | 41,293 | $241K |
| Spire Wealth Management | 0.01% | Reduce -1.2% | 40,949 | $239K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -63.4% | 40,500 | $237K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.3% | 39,668 | $232K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +27.2% | 37,776 | $221K |
| Blueshift Asset Management, LLC | 0.07% | New | 37,611 | $220K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 37,402 | $218K |
| NewEdge Wealth, LLC | 0.00% | Reduce -1.9% | 36,825 | $215K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.4% | 35,964 | $210K |
| Cable Hill Partners, LLC | 0.02% | New | 35,456 | $209K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -3.1% | 34,538 | $202K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.2% | 34,200 | $200K |
| Truist Financial Corp. | 0.00% | Reduce -23.2% | 34,104 | $199K |
| Marietta Investment Partners LLC | 0.04% | No change | 33,500 | $196K |
| Sompo Asset Management Co., Ltd. | 0.03% | Reduce -7.2% | 33,430 | $195K |
| Leonteq Securities AG | 0.03% | Add +20.8% | 32,171 | $188K |
| Gould Asset Management LLC | 0.04% | No change | 30,710 | $179K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.6% | 28,682 | $172K |
| Stephens Inc. | 0.00% | No change | 28,826 | $168K |
| Cetera Investment Advisers | 0.00% | Reduce -1.1% | 28,763 | $168K |
| SG Americas Securities, LLC | 0.00% | New | 28,193 | $165K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -51.6% | 26,750 | $156K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Add +10.7% | 26,440 | $154K |
| Metis Global Partners, LLC | 0.01% | Add +2.9% | 25,951 | $152K |
| Ameraudi Asset Management, Inc. | 0.07% | No change | 25,150 | $147K |
| Cresset Asset Management, LLC | 0.00% | Reduce -26.1% | 24,115 | $142K |
| Gateway Investment Advisers LLC | 0.00% | No change | 23,942 | $140K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.9% | 21,293 | $124K |
| Old National Bancorp | 0.00% | Reduce -0.8% | 21,188 | $124K |
| HighTower Advisors, LLC | 0.00% | Add +3.8% | 20,763 | $123K |
| MML Investors Services, LLC | 0.00% | Reduce -3.4% | 20,239 | $118K |
| Corient Private Wealth LP | 0.00% | Reduce -3.3% | 20,148 | $118K |
| Ewa, LLC | 0.05% | Reduce -0.5% | 18,907 | $116K |
| Captrust Financial Advisors | 0.00% | Add +32.3% | 19,375 | $113K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 17,419 | $102K |
| Checchi Capital Advisers, LLC | 0.01% | No change | 17,221 | $101K |
| Flputnam Investment Management Co. | 0.00% | New | 16,855 | $98K |
| Aviva PLC | 0.00% | No change | 16,370 | $96K |
| Quadrant Capital Group LLC | 0.01% | Add +112.7% | 16,341 | $95K |
| Hamilton Capital, LLC | 0.01% | Reduce -0.8% | 16,042 | $94K |
| Schechter Investment Advisors, LLC | 0.01% | Reduce -15.8% | 15,749 | $92K |
| Altfest L J & Co. Inc. | 0.01% | Reduce -78.8% | 15,519 | $91K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -13.0% | 15,434 | $90K |
| Hilltop Holdings Inc. | 0.01% | No change | 15,311 | $89K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -2.7% | 15,151 | $88K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -2.7% | 15,151 | $88K |
| PDS Planning, Inc | 0.01% | Add +23.4% | 15,132 | $88K |
| Fielder Capital Group LLC | 0.03% | New | 15,105 | $88K |
| Laird Norton Wetherby Wealth Management, LLC | 0.00% | No change | 14,915 | $87K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 14,935 | $87K |
| Wealth Advisory Solutions, LLC | 0.02% | New | 14,239 | $83K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +105.8% | 14,172 | $83K |
| Stifel Financial Corp. | 0.00% | Reduce -24.3% | 14,154 | $83K |
| Sivia Capital Partners, LLC | 0.06% | Add +2.8% | 14,145 | $83K |
| Rathbones Group PLC | 0.00% | No change | 14,000 | $82K |
| Gratus Capital, LLC | 0.00% | New | 13,887 | $81K |
| Legacy Financial Advisors, Inc. | 0.01% | Reduce -21.3% | 13,674 | $80K |
| Grove Bank & Trust | 0.01% | Reduce -2.6% | 13,391 | $78K |
| Coldstream Capital Management Inc. | 0.00% | Add +29.9% | 13,306 | $78K |
| First Affirmative Financial Network | 0.05% | Add +13.9% | 13,040 | $76K |
| Keybank National Association | 0.00% | New | 12,506 | $73K |
| Avantax Advisory Services, Inc. | 0.00% | New | 12,463 | $73K |
| HTLF Bank | 0.01% | Add +1.1% | 12,152 | $71K |
| Fulton Bank, N.A. | 0.00% | Reduce -5.9% | 11,552 | $67K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -9.9% | 11,467 | $67K |
| Massachusetts Financial Services Co. | 0.00% | No change | 11,362 | $66K |
| Creative Planning | 0.00% | Reduce -0.8% | 11,188 | $65K |
| Sunpointe, LLC | 0.04% | Add +7.3% | 11,057 | $65K |
| Dynamic Advisor Solutions LLC | 0.00% | New | 11,137 | $65K |
| Snowden Capital Advisors LLC | 0.00% | Add +3.0% | 11,025 | $65K |
| Lindbrook Capital, LLC | 0.01% | Add +70.7% | 10,593 | $62K |
| Huntington National Bank | 0.00% | Add +18.2% | 10,301 | $60K |
| Aviso Financial Inc. | 0.00% | — | 10,299 | $60K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 10,118 | $59K |
| Investors Research Corp | 0.01% | No change | 8,911 | $52K |
| Cwm, LLC | 0.00% | Add +2.5% | 8,100 | $47K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.7% | 6,041 | $35K |
| Hilltop National Bank | 0.01% | Add +7.2% | 5,722 | $33K |
| GAMMA Investing LLC | 0.00% | Add +21.5% | 5,317 | $31K |
| Bruce G. Allen Investments, LLC | 0.02% | Add +5.4% | 5,043 | $29K |
| Credit Agricole S A | 0.00% | No change | 4,392 | $26K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,319 | $25K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 3,600 | $21K |
| Van Eck Associates Corp. | 0.00% | No change | 3,602 | $21K |
| Mather Group, Llc. | 0.00% | Reduce -5.3% | 2,968 | $21K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +1.8% | 3,272 | $19K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,950 | $17K |
| Avior Wealth Management, LLC | 0.00% | Reduce -15.5% | 2,858 | $17K |
| Park Place Capital Corp | 0.01% | No change | 2,731 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.7% | 2,498 | $15K |
| Tortoise Investment Management, LLC | 0.00% | No change | 2,196 | $13K |
| Principal Securities, Inc. | 0.00% | Add +10.7% | 1,603 | $9K |
| Key Financial Inc | 0.00% | No change | 1,590 | $9K |
| TD Private Client Wealth LLC | 0.00% | Add +46.6% | 1,554 | $9K |
| Rock Creek Group LLC | 0.00% | Reduce -35.7% | 1,358 | $8K |
| Toronto Dominion Bank | 0.00% | No change | 1,312 | $8K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -61.7% | 1,251 | $7K |
| WealthCollab, LLC | 0.01% | No change | 1,229 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 1,056 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,035 | $6K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 983 | $6K |
| BBJS Financial Advisors, LLC | 0.00% | New | 697 | $4K |
| Lanark Financial, Inc. | 0.00% | Reduce -5.8% | 782 | $4K |
| First Horizon Advisors, Inc. | 0.00% | No change | 602 | $4K |
| Allworth Financial LP | 0.00% | No change | 548 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.6% | 584 | $3K |
| First Financial Corp. | 0.00% | No change | 486 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 339 | $2K |
| Lynx Investment Advisory | 0.00% | — | 324 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -15.3% | 311 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 309 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $2K |
| Jones Financial Companies LLLP | 0.00% | Reduce -68.2% | 288 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -20.2% | 241 | $1K |
| National Bank of Canada | 0.00% | Reduce -99.0% | 231 | $1K |
| ClariVest Asset Management LLC | 0.00% | No change | 198 | $1K |
| Opal Wealth Advisors, LLC | 0.00% | New | 173 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 200 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 164 | $958 |
| Horizon Investments, LLC | 0.00% | No change | 154 | $898 |
| Hollencrest Capital Management | 0.00% | No change | 148 | $864 |
| Kimelman & Baird, LLC | 0.00% | — | 133 | $777 |
| Bell Investment Advisors, Inc | 0.00% | No change | 119 | $695 |
| Creekmur Asset Management LLC | 0.00% | New | 110 | $642 |
| Richardson Financial Services Inc. | 0.00% | No change | 103 | $602 |
| CGC Financial Services, LLC | 0.00% | No change | 83 | $485 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 81 | $464 |
| Signaturefd, LLC | 0.00% | No change | 3 | $18 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1 | $6 |
"% 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.