Itau Unibanco H-Spon PRF ADRITUB

13F holders, Q2 2026 (June 30)
393holders +4
49new positions
42sold out
7famous investors
$8.18avg. 13F price*

At the end of Q2 2026, 393 institutions reported holding Itau Unibanco H-Spon PRF ADR (ITUB) in their 13F filings, up 4 from Q1 2026. 49 opened new positions and 42 sold out. The largest holders were Capital Research Global Investors ($775.8M), Orbis Allan Gray Ltd ($664.2M) and Westwood Global Investments, LLC ($502.7M). 7 famous investors held it, including Howard Marks (2.6% of Oaktree Capital Management's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions49$307.6M
Exits42$155.8M

All 13F filers, Q1 2026 → Q2 2026: 120,449,330 shares bought and 171,327,755 shares sold, net −50,878,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 393 holders

Capital Research Global Investors 0.11% Add +12.2% 94,959,700 $775.8M
Orbis Allan Gray Ltd 2.28% Add +17.4% 81,301,690 $664.2M
Westwood Global Investments, LLC 17.66% Add +1.3% 61,527,159 $502.7M
Schroder Investment Management Group 0.33% Reduce -12.3% 56,746,418 $466.5M
GQG Partners LLC 0.73% Reduce -41.0% 48,136,668 $393.3M
Robeco Institutional Asset Management B.V. 0.46% Reduce -16.6% 45,635,223 $372.8M
Arrowstreet Capital, Limited Partnership 0.16% Reduce -18.4% 45,301,864 $370.1M
BlackRock, Inc. 0.01% Reduce -20.9% 43,661,169 $356.7M
JPMorgan Chase & Co. 0.02% Add +2.6% 43,344,935 $356.3M
FMR LLC 0.01% Reduce -20.8% 36,560,228 $298.7M
Franklin Resources Inc. 0.06% Add +1.1% 34,347,272 $280.6M
William Blair Investment Management, LLC 0.69% Reduce -10.7% 28,283,482 $231.1M
Fisher Asset Management 0.07% Reduce -3.4% 27,631,620 $225.8M
Itau Unibanco Holding S.A. 3.80% Add +18.3% 23,664,437 $192.8M
Bank of America Corp. 0.01% Add +111.9% 22,293,618 $182.1M
T. Rowe Price Associates Inc. 0.02% Add +3.4% 21,440,675 $175.2M
Vanguard Capital Management LLC 0.00% Reduce -9.6% 18,312,491 $149.6M
Dodge & Cox 0.08% Reduce -5.1% 18,185,181 $148.6M
Goldman Sachs Group Inc. 0.01% Reduce -8.1% 14,101,367 $115.2M
Two Sigma Investments, LP 0.09% Reduce -30.1% 14,050,490 $114.8M
State Street Corp. 0.00% Reduce -3.7% 12,734,103 $105.9M
Carmignac Gestion 1.30% Add +41.6% 12,219,314 $99.8M
Oaktree Capital Management 2.59% Reduce -1.7% 11,977,665 $97.9M
Morgan Stanley 0.01% Reduce -6.0% 11,452,266 $93.6M
Seafarer Capital Partners, LLC 20.54% No change 10,909,142 $89.1M
Jane Street Group, LLC 0.06% Reduce -4.3% 10,613,200 $86.7M
Harding Loevner LP 0.76% Add +706.1% 9,944,372 $81.2M
Samlyn Capital, LLC 1.32% New 9,722,653 $79.4M
Carrhae Capital LLP 5.19% Reduce -52.8% 9,643,006 $78.8M
Man Group plc 0.14% Add +49.2% 9,009,573 $73.6M
Northcape Capital Pty Ltd 9.78% Reduce -31.4% 8,878,020 $72.5M
Russell Investments Group, Ltd. 0.06% Reduce -7.2% 8,215,449 $67.1M
American Century Companies Inc. 0.03% Reduce -21.3% 8,169,828 $66.7M
TT International Asset Management LTD 8.41% Reduce -15.0% 8,104,719 $65.9M
ARGA Investment Management, LP 1.57% New 7,509,138 $61.3M
Qube Research & Technologies Ltd 0.07% Add +189.8% 7,333,642 $59.9M
Baillie Gifford & Co. 0.05% Reduce -13.2% 7,146,490 $58.4M
Voloridge Investment Management, LLC 0.23% Reduce -1.6% 6,507,298 $53.2M
Perpetual Ltd 0.75% Reduce -51.9% 6,388,941 $52.2M
Capital World Investors 0.01% Add +0.1% 6,266,426 $51.2M
Todd Asset Management LLC 0.91% Reduce -0.4% 6,261,674 $51.2M
Driehaus Capital Management LLC 0.30% Add +0.6% 6,260,057 $51.1M
Alliancebernstein L.P. 0.02% Add +18.1% 5,871,579 $49.2M
UBS Group AG 0.01% Reduce -7.5% 5,881,827 $48.1M
HSBC Holdings PLC 0.02% Reduce -5.4% 5,715,311 $46.7M
Northern Trust Corp. 0.01% Reduce -3.3% 5,412,890 $44.2M
Evergreen Capital Management LLC 0.77% Add +32881.4% 5,338,043 $43.6M
Amundi 0.01% Add +32.1% 5,286,501 $43.2M
Lazard Asset Management LLC 0.06% Reduce -3.6% 5,013,942 $41.0M
Invesco Ltd. 0.00% Add +25.2% 4,793,030 $39.2M
Point72 Asset Management 0.06% New 4,546,281 $37.1M
New York State Common Retirement Fund 0.04% Reduce -8.5% 4,348,532 $35.5M
Ninety One UK Ltd 0.07% New 3,842,206 $31.4M
Teachers Retirement System of the State of Kentucky 0.21% No change 3,837,098 $31.3M
First Eagle Investment Management, LLC 0.05% Add +6.8% 3,536,156 $28.9M
Public Employees Retirement System of Ohio 0.08% Reduce -10.4% 3,419,512 $27.9M
Breakout Capital Partners, LP 16.41% No change 3,291,424 $26.9M
Wellington Management Group LLP 0.00% Reduce -79.0% 3,235,553 $26.4M
State of New Jersey Common Pension Fund D 0.08% Reduce -4.4% 2,976,742 $24.3M
Natixis Advisors, LLC 0.03% Reduce -3.3% 2,927,346 $23.9M
USS Investment Management Ltd 0.09% No change 2,861,917 $23.4M
Citadel Advisors 0.01% New 2,846,191 $23.3M
Silvercrest Asset Management Group LLC 0.15% Add +23.7% 2,817,670 $23.0M
Trexquant Investment LP 0.13% Add +47.4% 2,498,388 $20.4M
Dnca Finance 1.00% Add +42.9% 2,481,618 $20.3M
Jones Financial Companies LLLP 0.01% Add +0.3% 2,446,994 $20.1M
WIM INVESTMENT MANAGEMENT Ltd 6.42% No change 2,398,610 $19.6M
Vanguard Portfolio Management LLC 0.00% Reduce -11.1% 2,391,522 $19.5M
Ramirez Asset Management, Inc. 2.03% Add +1.4% 2,387,198 $19.5M
Capital Wealth Planning, LLC 0.10% New 2,386,158 $19.5M
Gemsstock Ltd. 6.16% Reduce -3.8% 2,316,513 $18.9M
Legal & General Group Plc 0.00% Reduce -11.5% 2,279,579 $18.6M
Zeno Equity Partners LLP 6.64% Reduce -2.4% 2,183,366 $17.8M
Abn Amro Investment Solutions 0.15% Reduce -9.8% 2,143,767 $17.5M
NS Partners Ltd 0.73% New 2,083,100 $17.0M
Barings LLC 0.31% Add +129.2% 2,043,934 $16.7M
Ameriprise Financial Inc. 0.00% Add +1849.7% 1,858,273 $15.2M
Marshall Wace, LLP 0.01% Add +904.9% 1,802,380 $14.7M
Deprince Race & Zollo Inc. 0.22% Add +45.2% 1,586,418 $13.0M
Tredje AP-fonden 0.06% Reduce -76.0% 1,528,965 $12.5M
BTG Pactual Asset Management US LLC 0.90% Add +8.0% 1,450,962 $11.9M
Chevy Chase Trust Holdings, LLC 0.03% New 1,391,524 $11.4M
Matthews International Capital Management LLC 3.80% Add +40.1% 1,356,913 $11.1M
Envestnet Asset Management Inc. 0.00% Reduce -1.2% 1,308,482 $10.7M
Thrivent Financial for Lutherans 0.02% Add +0.4% 1,238,115 $10.1M
Boston Common Asset Management, LLC 0.57% Add +11.4% 1,172,491 $9.6M
Dimensional Fund Advisors LP 0.00% Add +0.5% 1,137,204 $9.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +71.2% 1,095,514 $9.0M
Moran Wealth Management, LLC 0.23% Add +2.2% 1,034,027 $8.4M
Handelsbanken Fonder AB 0.02% Add +15.0% 990,000 $8.1M
Optiver Holding B.V. 0.11% Add +20.6% 948,324 $7.7M
Eurizon Capital SGR S.p.A. 0.02% Add +328.7% 930,696 $7.6M
Cullen Capital Management, LLC 0.07% Add +5.8% 929,368 $7.6M
Engineers Gate Manager LP 0.09% Add +19.6% 878,443 $7.2M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +25.2% 877,650 $7.2M
Raymond James Financial Inc. 0.00% Add +3.1% 871,665 $7.1M
XTX Topco Ltd 0.09% Add +66.5% 871,084 $7.1M
Oaktree Fund Advisors, LLC 11.85% Add +9.9% 837,352 $6.8M
Wells Fargo & Company 0.00% Add +1.6% 836,213 $6.8M
Royal Bank of Canada 0.00% Add +34.0% 825,681 $6.7M
B. Metzler seel. Sohn & Co. AG 0.06% Add +3.3% 794,184 $6.5M
INCA Investments LLC 1.81% No change 783,087 $6.4M
Haven Global Partners, LLC 4.87% Add +36.9% 777,482 $6.4M
Earnest Partners LLC 0.02% Reduce -1.8% 763,253 $6.2M
Nykredit A/S 0.02% — 734,453 $6.0M
Storebrand Asset Management As 0.01% Reduce -18.7% 690,386 $5.6M
Vanguard Fiduciary Trust Co. 0.00% Reduce -8.3% 681,771 $5.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +0.6% 658,750 $5.4M
STRS Ohio 0.02% Reduce -5.4% 648,913 $5.3M
Pinebridge Investments LLC 0.04% Reduce -10.5% 634,506 $5.2M
Boston Partners 0.00% Add +482.8% 572,860 $4.7M
Sei Investments Co. 0.00% Add +2.5% 565,597 $4.6M
Daiwa Securities Group Inc. 0.01% Reduce -46.4% 562,331 $4.6M
Banque Cantonale Vaudoise 0.17% Add +2.3% 488,976 $4.0M
DekaBank Deutsche Girozentrale 0.01% No change 505,000 $4.0M
HRT Financial LP 0.01% Add +32.1% 479,759 $3.9M
SPX Gestao de Recursos Ltda 0.44% New 479,169 $3.9M
Crossmark Global Holdings, Inc. 0.05% Reduce -1.0% 478,211 $3.9M
Eagle Global Advisors LLC 0.12% No change 460,410 $3.8M
VPR Management LLC 1.44% No change 438,013 $3.6M
Sava Infond d.o.o. 0.25% Add +100.0% 426,434 $3.5M
Euro Pacific Asset Management, LLC 0.40% Reduce -0.1% 424,486 $3.5M
Victory Capital Management Inc. 0.00% Add +36.1% 392,270 $3.2M
Gsa Capital Partners LLP 0.20% New 387,823 $3.2M
NLB Skladi, upravljanje premozenja, d.o.o. 0.12% Add +9.0% 375,896 $3.1M
Quantinno Capital Management LP 0.00% Add +32.5% 371,114 $3.0M
Nuveen, LLC 0.00% Add +195.0% 370,398 $3.0M
Quattro Financial Advisors LLC 0.61% Add +2.6% 348,700 $2.8M
Quadrant Capital Group LLC 0.07% Add +1.4% 334,678 $2.7M
Squarepoint Ops LLC 0.01% Add +300.6% 312,133 $2.6M
Creative Planning 0.00% Reduce -7.0% 310,424 $2.5M
Rhumbline Advisers 0.00% Add +2.8% 304,854 $2.5M
Lansforsakringar Fondforvaltning AB (publ) 0.01% New 281,958 $2.4M
Profund Advisors LLC 0.07% Reduce -18.3% 290,930 $2.4M
Advisors Asset Management, Inc. 0.04% Add +4.6% 289,789 $2.4M
Barclays PLC 0.00% Reduce -63.9% 284,300 $2.3M
O'shaughnessy Asset Management, LLC 0.01% Add +0.6% 281,876 $2.3M
Madison Asset Management, LLC 0.03% Reduce -0.5% 280,063 $2.3M
Mirae Asset Global Investments Co., Ltd. 0.00% New 249,922 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -20.0% 245,002 $2.0M
Moneco Advisors, LLC 0.12% New 243,143 $2.0M
Vident Advisory, LLC 0.01% Add +3.0% 240,115 $2.0M
Cloverfields Capital Group, LP 0.58% Reduce -9.2% 233,884 $1.9M
Graham Capital Management, L.P. 0.07% Add +22.2% 232,059 $1.9M
LPL Financial LLC 0.00% Add +2.6% 227,705 $1.9M
LGT Fund Management Co Ltd. 0.08% Add +34.5% 225,149 $1.8M
Longfellow Investment Management Co. LLC 0.34% Reduce -12.9% 203,311 $1.7M
Pathstone Holdings, LLC 0.00% Add +10.4% 197,193 $1.6M
Liontrust Investment Partners LLP 0.02% Add +2.3% 195,000 $1.6M
Limestone Investment Advisors LP 0.78% No change 190,644 $1.6M
Aberdeen Group plc 0.00% Add +14.5% 182,842 $1.5M
Federated Hermes, Inc. 0.00% Add +13.2% 180,819 $1.5M
MML Investors Services, LLC 0.00% Add +5.3% 179,788 $1.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.07% Reduce -6.1% 175,468 $1.4M
SIH Partners, LLLP 0.06% New 173,278 $1.4M
JGP Global Gestao de Recursos Ltda. 3.06% New 167,800 $1.4M
Sanctuary Advisors, LLC 0.01% Reduce -2.9% 163,308 $1.3M
Vise Technologies, Inc. 0.01% Add +31.0% 162,625 $1.3M
Diversified Trust Co. 0.02% New 162,402 $1.3M
Empowered Funds, LLC 0.01% New 161,377 $1.3M
Bank of New York Mellon Corp 0.00% Reduce -1.4% 161,265 $1.3M
Deltec Asset Management LLC 0.19% No change 159,333 $1.3M
Ethic Inc. 0.02% Reduce -6.8% 155,345 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +552.4% 150,483 $1.2M
Vinland Capital Management Gestora de Recursos LTDA. 11.97% New 148,674 $1.2M
Marex Group Ltd 0.01% Add +53.5% 147,115 $1.2M
Hantz Financial Services, Inc. 0.02% Reduce -22.5% 144,966 $1.2M
QRG Capital Management, Inc. 0.01% Add +10.6% 144,370 $1.2M
Integrated Quantitative Investments LLC 0.18% No change 131,964 $1.1M
Mariner, LLC 0.00% Reduce -12.1% 131,590 $1.1M
Bailard, Inc. 0.02% Reduce -29.9% 130,000 $1.1M
Groupama Asset Managment 0.01% No change 129,074 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -60.8% 127,904 $1.0M
Bank of Montreal 0.00% Add +261.1% 123,631 $1.0M
PNC Financial Services Group, Inc. 0.00% Reduce -1.9% 123,301 $1.0M
Solstein Capital, LLC 0.34% No change 122,590 $1.0M
Frank, Rimerman Advisors LLC 0.06% Add +0.6% 122,420 $1.0M
Balyasny Asset Management L.P. 0.00% Reduce -37.6% 120,120 $981K
ION Fund Management Ltd 0.12% No change 119,500 $976K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 115,157 $941K
Leonteq Securities AG 0.05% Add +20.7% 111,000 $907K
BNP Paribas Financial Markets 0.00% Reduce -68.2% 108,975 $890K
Atria Investments, Inc 0.01% Reduce -5.4% 108,418 $886K
Hennion & Walsh Asset Management, Inc. 0.02% Add +94.9% 102,640 $839K
Naviter Wealth, LLC 0.08% Add +27.7% 99,882 $830K
Legacy Wealth Asset Management, LLC 0.18% Reduce -1.7% 100,173 $818K
Schonfeld Strategic Advisors LLC 0.00% New 100,000 $817K
Orion Porfolio Solutions, LLC 0.01% Add +8.3% 98,416 $804K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.5% 92,511 $797K
Ieq Capital, LLC 0.00% Reduce -16.4% 96,657 $790K
Stifel Financial Corp. 0.00% Add +22.0% 95,251 $778K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -5.9% 94,089 $769K
Nissay Asset Management Corp. /Japan 0.00% No change 92,735 $758K
Citigroup Inc. 0.00% Reduce -88.6% 92,142 $753K
Virtu Financial LLC 0.02% New 91,283 $746K
Fairtree Asset Management (Pty) Ltd 0.28% No change 89,137 $728K
US Bancorp \de 0.00% Add +8.5% 88,252 $721K
Fifth Third Bancorp 0.00% Reduce -2.0% 87,124 $712K
Axiom Investors LLC 0.01% Reduce -1.5% 85,500 $699K
Banco Santander, S.A. 0.00% Add +53.3% 84,397 $690K
Baron Capital (BAMCO) 0.00% New 83,966 $686K
AQR Capital Management 0.00% Reduce -82.2% 83,068 $679K
Vontobel Holding Ltd. 0.00% Add +140.2% 82,994 $678K
Caprock Group, LLC 0.01% Add +0.8% 81,394 $677K
Pavaki Capital Management LLC 0.38% No change 82,400 $673K
Osaic Holdings, Inc. 0.00% Reduce -5.7% 81,072 $662K
Pzena Investment Management LLC 0.00% Reduce -64.4% 80,241 $656K
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 0.44% Add +215.5% 76,663 $626K
Allspring Global Investments Holdings, LLC 0.00% Add +37.6% 75,387 $613K
Baldwin Investment Management, LLC 0.06% Reduce -2.5% 72,571 $593K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -12.6% 69,279 $577K
Qtron Investments LLC 0.08% No change 69,424 $567K
Tudor Investment Corporation 0.00% New 68,747 $562K
Integrated Wealth Concepts LLC 0.00% Reduce -38.9% 68,631 $561K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.0% 67,640 $553K
Guggenheim Capital LLC 0.00% Add +44.2% 66,860 $546K
Insigneo Advisory Services, LLC 0.02% Add +132.8% 66,434 $543K
Fox Run Management, L.L.C. 0.09% New 66,409 $543K
Geode Capital Management, LLC 0.00% Add +416.2% 66,216 $541K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +100.0% 64,000 $531K
LGT Group Foundation 0.01% Add +58.7% 63,723 $521K
Headlands Technologies LLC 0.05% New 62,048 $507K
&partners 0.00% Reduce -11.0% 61,289 $501K
Cerity Partners LLC 0.00% Reduce -11.7% 60,055 $491K
Spire Wealth Management 0.01% Reduce -1.1% 59,566 $487K
Harbour Capital Advisors, LLC 0.09% New 55,984 $483K
Fortress Private Ledger, LLC 0.13% Add +42.3% 58,965 $482K
Gryphon Financial Partners LLC 0.04% Add +16.2% 58,844 $481K
Aaron Wealth Advisors LLC 0.02% Add +8.7% 56,379 $461K
Blue Trust, Inc. 0.00% Add +3.1% 54,512 $445K
Caitong International Asset Management Co., Ltd 0.06% Reduce -14.2% 52,478 $429K
Advisory Services Network, LLC 0.00% Add +57.6% 51,847 $424K
Pekin Hardy Strauss, Inc. 0.04% No change 51,298 $419K
Candriam S.C.A. 0.00% No change 49,263 $402K
Allianz SE 0.00% Add +26.0% 48,261 $394K
Gateway Investment Advisers LLC 0.00% Add +360.8% 47,991 $392K
Jump Financial, LLC 0.00% New 47,806 $391K
Corient Private Wealth LP 0.00% Reduce -10.6% 47,753 $390K
Blueshift Asset Management, LLC 0.09% New 47,597 $389K
Wealth Alliance, LLC 0.03% Reduce -3.9% 47,266 $386K
Benjamin Edwards Inc. 0.00% Add +17.4% 42,911 $350K
Ballentine Partners, LLC 0.00% Add +0.1% 42,053 $344K
Cetera Investment Advisers 0.00% Reduce -12.5% 41,509 $339K
Massachusetts Financial Services Co. 0.00% Reduce -62.5% 42,635 $330K
Atlas Capital Advisors Inc. 0.04% Add +35.6% 40,054 $327K
BLI - Banque de Luxembourg Investments 0.01% New 39,000 $321K
Stephens Inc. 0.00% Reduce -3.1% 39,189 $320K
Transcend Capital Advisors, LLC 0.02% Add +2.1% 38,741 $317K
Johnson Investment Counsel Inc. 0.00% No change 38,215 $312K
Magnetar Financial LLC 0.00% New 38,049 $311K
Tidal Investments LLC 0.00% Reduce -47.8% 37,604 $307K
Gould Asset Management LLC 0.05% No change 37,003 $302K
XP Advisory US, Inc. 0.16% — 36,683 $300K
Rockefeller Capital Management L.P. 0.00% Reduce -25.1% 35,735 $292K
Neuberger Berman Group LLC 0.00% Reduce -71.3% 35,685 $292K
Shelton Capital Management 0.01% Reduce -45.4% 35,620 $291K
Savant Capital, LLC 0.00% Reduce -0.8% 35,229 $288K
Kathmere Capital Management, LLC 0.01% Reduce -0.8% 33,975 $278K
Thornburg Investment Management Inc. 0.00% Reduce -2.1% 33,365 $273K
HighTower Advisors, LLC 0.00% Add +24.2% 32,518 $266K
SG Americas Securities, LLC 0.00% Reduce -68.4% 32,206 $263K
Frec Markets, Inc. 0.02% Add +18.9% 31,931 $261K
Sagespring Wealth Partners, LLC 0.00% Reduce -18.1% 31,061 $254K
HBK Sorce Advisory LLC 0.00% Reduce -0.9% 30,560 $251K
Park Avenue Securities LLC 0.00% Add +6.4% 29,736 $243K
Global Retirement Partners, LLC 0.00% — 28,607 $234K
Federation des caisses Desjardins du Quebec 0.00% Reduce -93.3% 27,210 $222K
J. Safra Sarasin Holding AG 0.00% New 26,360 $215K
Checchi Capital Advisers, LLC 0.01% No change 26,012 $213K
PDS Planning, Inc 0.01% Add +0.2% 25,356 $207K
Focus Partners Wealth 0.00% Add +46.8% 25,326 $207K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -46.7% 24,880 $203K
Aviso Financial Inc. 0.01% Add +8.6% 24,138 $197K
First Trust Advisors LP 0.00% Reduce -75.6% 23,740 $194K
Cresset Asset Management, LLC 0.00% No change 22,815 $190K
Union Bancaire Privee, UBP SA 0.00% No change 22,660 $186K
Mercer Global Advisors Inc. 0.00% Add +44.5% 22,632 $185K
United Capital Financial Advisors, LLC 0.00% Reduce -20.2% 22,463 $184K
Natural Investments, LLC 0.04% Reduce -79.5% 22,498 $183K
Elevation Point Wealth Partners, LLC 0.00% Reduce -0.1% 22,272 $183K
Captrust Financial Advisors 0.00% Reduce -95.4% 22,228 $182K
NewEdge Wealth, LLC 0.00% Reduce -22.4% 21,784 $178K
HUB Investment Partners, LLC 0.00% Add +80.0% 21,606 $177K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 21,527 $176K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -14.5% 20,421 $167K
May Hill Capital, LLC 0.03% Reduce -45.8% 19,720 $161K
IPG Investment Advisors LLC 0.02% New 19,277 $159K
Fielder Capital Group LLC 0.03% No change 19,380 $158K
Xponance LLC 0.00% Reduce -1.7% 19,280 $158K
Aigen Investment Management, LP 0.04% Reduce -53.9% 18,651 $152K
Aviva PLC 0.00% No change 18,547 $152K
Victory Financial Group, LLC 0.02% New 17,887 $146K
Mondrian Investment Partners LTD 0.00% Reduce -4.3% 17,872 $146K
Summit Global Investments 0.01% Reduce -76.8% 17,535 $143K
Rehmann Capital Advisory Group 0.01% Reduce -0.2% 17,216 $141K
Hilltop Holdings Inc. 0.01% No change 17,132 $140K
Seaview Investment Managers LLC 0.04% Reduce -98.4% 17,101 $140K
Parallel Advisors, LLC 0.00% Add +1.1% 16,795 $137K
Rathbones Group PLC 0.00% No change 15,862 $130K
Merit Financial Group, LLC 0.00% Add +11.3% 15,779 $129K
Summit Securities Group LLC 0.02% New 15,241 $125K
Metis Global Partners, LLC 0.00% Reduce -24.9% 15,234 $124K
Hamilton Capital, LLC 0.01% Reduce -8.3% 14,892 $122K
Waverly Advisors, LLC 0.00% Add +4.1% 14,652 $120K
Compound Planning, Inc. 0.00% New 14,626 $119K
Ewa, LLC 0.02% Reduce -0.3% 14,457 $118K
First Horizon Corp. 0.00% Reduce -8.0% 14,395 $118K
Flatrock Wealth Partners LLC 0.04% No change 13,596 $113K
Athena Wealth Management, LLC 0.08% Reduce -0.3% 13,481 $110K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 13,390 $109K
Yousif Capital Management, LLC 0.00% Reduce -79.8% 13,272 $108K
Foundations Investment Advisors, LLC 0.00% New 13,073 $107K
Calamos Advisors LLC 0.00% Reduce -95.1% 12,999 $106K
PharVision Advisers, LLC 1.97% Reduce -15.6% 12,786 $104K
Signaturefd, LLC 0.00% Reduce -11.3% 12,673 $104K
Huntington National Bank 0.00% Add +11.5% 12,193 $100K
Coldstream Capital Management Inc. 0.00% Reduce -46.1% 12,170 $99K
GAMMA Investing LLC 0.00% Reduce -19.1% 12,038 $98K
Ascent Group, LLC 0.00% Add +1.3% 11,991 $98K
Prelude Capital Management, LLC 0.01% No change 11,500 $94K
Arkadios Wealth Advisors 0.00% Reduce -73.8% 11,407 $93K
OneAscent Investment Solutions LLC 0.09% New 11,226 $92K
Syon Capital LLC 0.00% Add +8.8% 11,182 $91K
Sunpointe, LLC 0.03% No change 11,054 $90K
NewEdge Advisors, LLC 0.00% Reduce -2.8% 11,045 $90K
Strategic Global Advisors, LLC 0.01% No change 10,910 $89K
M&T Bank Corp 0.00% New 10,843 $89K
Drive Wealth Management, LLC 0.02% Reduce -3.6% 10,611 $88K
MQS Management LLC 0.11% New 10,686 $87K
Advisors Preferred, LLC 0.01% Reduce -72.1% 10,370 $84K
Grove Bank & Trust 0.01% Reduce -2.2% 10,009 $82K
Farther Finance Advisors, LLC 0.00% Reduce -25.1% 9,231 $76K
Community Bank, N.A. 0.01% No change 7,950 $65K
Arax Advisory Partners 0.00% Add +1424.0% 7,818 $64K
Deutsche Bank AG 0.00% Reduce -95.4% 7,602 $62K
V-Square Quantitative Management LLC 0.01% Add +3.5% 7,341 $60K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -8.2% 6,859 $56K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 6,700 $55K
EverSource Wealth Advisors, LLC 0.00% Reduce -35.6% 6,076 $50K
Northwestern Mutual Wealth Management Co. 0.00% Add +29.9% 4,450 $36K
Bruce G. Allen Investments, LLC 0.02% Reduce -1.7% 4,385 $36K
Basecamp Wealth Advisors LLC 0.01% No change 3,999 $33K
Smartleaf Asset Management LLC 0.00% No change 3,878 $32K
Assetmark, Inc. 0.00% Add +1.8% 3,450 $28K
Mather Group, Llc. 0.00% No change 3,358 $27K
Brown Brothers Harriman & Co. 0.00% No change 2,938 $24K
TD Private Client Wealth LLC 0.00% No change 2,626 $21K
Tower Research Capital LLC (TRC) 0.00% New 2,448 $20K
Allworth Financial LP 0.00% Reduce -58.0% 2,320 $19K
Key Financial Inc 0.00% No change 1,801 $15K
Silver Grove Financial Group, Inc. 0.01% New 1,563 $13K
Bessemer Group Inc. 0.00% Add +3.4% 1,495 $12K
Steward Partners Investment Advisory, LLC 0.00% New 1,465 $12K
Bell Investment Advisors, Inc 0.00% Reduce -16.8% 1,465 $12K
Clearstead Advisors, LLC 0.00% Add +155.8% 1,412 $12K
UMB Bank, n.a. 0.00% Reduce -19.5% 1,400 $11K
WealthCollab, LLC 0.00% No change 1,391 $11K
JFS Wealth Advisors, LLC 0.00% Add +15.8% 1,161 $9K
Acumen Wealth Advisors, LLC 0.00% No change 820 $7K
Raffa Wealth Management, LLC 0.00% No change 794 $6K
Lanark Financial, Inc. 0.00% Reduce -7.2% 774 $6K
Allied Private Wealth LLC 0.00% — 657 $5K
Flagship Wealth Advisors, LLC 0.00% New 618 $5K
BOK Financial Private Wealth, Inc. 0.00% New 561 $5K
City Holding Co. 0.00% No change 551 $5K
IMA Advisory Services, Inc. 0.00% Add +53.7% 495 $4K
Highline Wealth Partners LLC 0.00% Reduce -12.1% 442 $4K
Asset Dedication, LLC 0.00% No change 416 $3K
Glen Eagle Advisors, LLC 0.00% Add +0.3% 401 $3K
Activest Wealth Management 0.00% No change 396 $3K
Fiduciary Financial Advisors 0.00% New 397 $3K
JPL Wealth Management, LLC 0.00% No change 332 $3K
National Bank of Canada 0.00% Add +886.7% 296 $2K
True Wealth Design, LLC 0.00% Add +17.3% 265 $2K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -11.0% 243 $2K
Private Trust Co. NA 0.00% No change 234 $2K
Larson Financial Group LLC 0.00% Reduce -19.6% 213 $2K
EFG International AG 0.00% No change 204 $2K
Hollencrest Capital Management 0.00% No change 166 $1K
Whittier Trust Co. 0.00% New 161 $1K
Triumph Capital Management 0.00% Reduce -43.5% 157 $1K
Kimelman & Baird, LLC 0.00% No change 150 $1K
CENTRAL TRUST Co 0.00% No change 150 $1K
Horizon Investments, LLC 0.00% Reduce -45.8% 143 $1K
Physician Wealth Advisors, Inc. 0.00% Add +84.3% 129 $1K
Versant Capital Management, Inc 0.00% No change 111 $907
Rossby Financial, LCC 0.00% No change 105 $858
Dunhill Financial, LLC 0.00% New 95 $776
Harbour Investments, Inc. 0.00% Reduce -15.8% 80 $654
Align Financial, LLC 0.00% No change 74 $605
LRI Investments, LLC 0.00% New 71 $580
Financial Consulate, Inc. 0.00% Reduce -90.1% 64 $524
Danske Bank A/S 0.00% No change 2 $16

"% 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.