Natwest Group PLC -Spon ADRNWG

13F holders, Q4 2025 (December 31)
412holders +38
57new positions
33sold out
6famous investors
$17.52avg. 13F price*

At the end of Q4 2025, 412 institutions reported holding Natwest Group PLC -Spon ADR (NWG) in their 13F filings, up 38 from Q3 2025. 57 opened new positions and 33 sold out. The largest holders were Fisher Asset Management ($716.0M), Capital International Investors ($235.0M) and Natixis Advisors, LLC ($234.5M). 6 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Natwest Group PLC -Spon ADR
CUSIP
639057207
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 207Q1 2024Q2 2024: 250Q2 2024Q3 2024: 276Q3 2024Q4 2024: 294Q4 2024Q1 2025: 326Q1 2025Q2 2025: 368Q2 2025Q3 2025: 374Q3 2025Q4 2025: 412Q4 2025Q1 2026: 410Q1 2026Q2 2026: 426Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions57$12.2M
Exits33$29.8M

All 13F filers, Q3 2025 → Q4 2025: 13,556,146 shares bought and 12,846,127 shares sold, net +710,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 412 holders

Fisher Asset Management 0.24% Add +4.3% 40,912,201 $716.0M
Capital International Investors 0.04% Reduce -1.3% 13,361,656 $235.0M
Natixis Advisors, LLC 0.33% Add +3.8% 13,399,866 $234.5M
FMR LLC 0.01% Add +31.4% 12,420,005 $217.4M
Morgan Stanley 0.01% Add +10.0% 11,061,146 $193.6M
Clearbridge Investments, LLC 0.10% Reduce -1.5% 7,230,451 $126.5M
Goldman Sachs Group Inc. 0.02% Add +0.5% 6,872,831 $120.3M
Bank of America Corp. 0.01% Add +5.8% 5,899,460 $103.2M
Dimensional Fund Advisors LP 0.02% Reduce -1.5% 5,007,223 $87.6M
Northern Trust Corp. 0.01% Add +3.0% 4,553,530 $79.7M
Todd Asset Management LLC 1.44% Reduce -1.4% 4,238,670 $74.2M
Raymond James Financial Inc. 0.02% Add +0.5% 3,856,512 $67.5M
BlackRock, Inc. 0.00% Add +17.5% 3,118,263 $54.6M
Royal Bank of Canada 0.01% Add +3.4% 3,062,291 $53.6M
Envestnet Asset Management Inc. 0.02% Reduce -12.6% 3,042,184 $53.2M
Teachers Retirement System of the State of Kentucky 0.37% Add +0.1% 2,809,591 $49.2M
Wells Fargo & Company 0.01% Reduce -2.5% 2,707,960 $47.4M
Massachusetts Financial Services Co. 0.01% Add +7.5% 2,216,652 $38.8M
American Century Companies Inc. 0.02% Add +14.6% 2,058,595 $36.0M
Cibc World Market Inc. 0.05% Add +20.3% 1,726,761 $30.2M
Millennium Management 0.02% Reduce -49.5% 1,600,009 $28.0M
Causeway Capital Management LLC 0.38% Add +10.5% 1,587,264 $27.8M
Abc Arbitrage SA 2.34% Add +29.2% 1,425,146 $24.9M
O'shaughnessy Asset Management, LLC 0.13% Add +4.4% 1,370,108 $24.0M
JPMorgan Chase & Co. 0.00% Reduce -23.6% 1,363,283 $23.9M
Bank of Montreal 0.01% Reduce -60.4% 1,295,658 $22.7M
Point72 Asset Management 0.03% Add +1045.5% 1,206,245 $21.1M
AQR Capital Management 0.01% Add +23.1% 1,012,013 $17.7M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -60.8% 962,380 $16.8M
Qube Research & Technologies Ltd 0.02% Reduce -17.9% 822,411 $14.4M
Citadel Advisors 0.01% Reduce -49.1% 820,736 $14.4M
Quantinno Capital Management LP 0.03% Add +23.2% 780,195 $13.7M
Capital Fund Management S.A. 0.12% Reduce -17.5% 710,547 $12.4M
Charles Schwab Investment Management Inc. 0.00% Add +18.6% 623,719 $10.9M
LPL Financial LLC 0.00% Reduce -12.8% 557,129 $9.7M
TD Waterhouse Canada Inc. 0.06% Add +3.0% 528,135 $9.2M
Bridgewater Associates 0.03% Reduce -4.3% 521,087 $9.1M
Alliancebernstein L.P. 0.00% Add +127.7% 518,194 $9.1M
US Bancorp \de 0.01% Reduce -26.8% 517,657 $9.1M
Neuberger Berman Group LLC 0.01% Add +3.6% 515,947 $9.0M
Boston Partners 0.01% Reduce -6.7% 515,037 $9.0M
Orion Porfolio Solutions, LLC 0.07% Add +0.7% 510,834 $8.9M
Brandes Investment Partners, LP 0.07% Reduce -4.2% 496,566 $8.7M
Chase Investment Counsel Corp. 2.38% Add +92.5% 486,995 $8.5M
CPC Advisors, LLC 0.82% Reduce -5.8% 463,180 $8.1M
QRG Capital Management, Inc. 0.09% Add +8.8% 453,041 $7.9M
Sei Investments Co. 0.01% Add +10.0% 439,652 $7.7M
Bank of New York Mellon Corp 0.00% Add +3.5% 435,855 $7.6M
Stifel Financial Corp. 0.01% Reduce -4.8% 416,850 $7.3M
MML Investors Services, LLC 0.02% Add +5.5% 407,331 $7.1M
Vestmark Advisory Solutions, Inc. 0.09% Add +125.8% 399,843 $7.0M
Trexquant Investment LP 0.06% Reduce -48.5% 396,901 $6.9M
Mercer Global Advisors Inc. 0.01% Add +1.5% 389,385 $6.8M
Ritholtz Wealth Management 0.12% Add +13.4% 388,398 $6.8M
Pathstone Holdings, LLC 0.03% Add +4.1% 383,520 $6.7M
Eagle Global Advisors LLC 0.23% Add +0.8% 356,134 $6.2M
UBS Group AG 0.00% Add +34.2% 341,365 $6.0M
Schonfeld Strategic Advisors LLC 0.03% Add +71.3% 333,992 $5.8M
NewEdge Wealth, LLC 0.06% Add +5.0% 323,408 $5.7M
Creative Planning 0.00% Add +29.9% 310,387 $5.4M
HRT Financial LP 0.02% Add +100.2% 297,160 $5.2M
Crossmark Global Holdings, Inc. 0.07% Reduce -1.7% 296,606 $5.2M
First Trust Advisors LP 0.00% Add +7.4% 290,747 $5.1M
Cetera Investment Advisers 0.01% Reduce -4.4% 286,509 $5.0M
Cerity Partners LLC 0.01% Add +2.9% 285,971 $5.0M
Ethic Inc. 0.07% Add +5.9% 273,290 $4.8M
Seascape Capital Management 1.35% Reduce -9.8% 271,977 $4.8M
BNP Paribas Financial Markets 0.00% Add +159.1% 239,182 $4.2M
Mariner, LLC 0.00% Add +8.0% 218,029 $3.8M
HighTower Advisors, LLC 0.00% Add +1.4% 213,743 $3.7M
Sanders Capital, LLC 0.00% Reduce -6.5% 205,464 $3.6M
Captrust Financial Advisors 0.01% Add +583.2% 203,484 $3.6M
Vanguard Personalized Indexing Management, LLC 0.03% Add +8.1% 193,708 $3.4M
Oppenheimer Asset Management Inc. 0.04% Add +0.0% 192,282 $3.4M
XTX Topco Ltd 0.09% Reduce -3.9% 191,139 $3.3M
Sanctuary Advisors, LLC 0.02% Reduce -4.3% 185,606 $3.2M
Redhawk Wealth Advisors, Inc. 0.36% Reduce -9.0% 183,542 $3.2M
Farringdon Capital, Ltd. 0.77% Add +11.7% 179,017 $3.1M
Quadrant Capital Group LLC 0.09% Reduce -0.1% 173,409 $3.0M
Acadian Asset Management LLC 0.00% Reduce -12.4% 170,481 $3.0M
Prospera Financial Services Inc 0.05% Add +71.9% 163,117 $2.9M
Citigroup Inc. 0.00% Reduce -48.1% 158,892 $2.8M
Focus Partners Wealth 0.00% Add +37.2% 153,589 $2.7M
Caprock Group, LLC 0.06% Add +3.7% 149,565 $2.6M
Graham Capital Management, L.P. 0.13% Add +459.0% 146,968 $2.6M
Callan Family Office, LLC 0.05% Add +116.6% 145,199 $2.5M
Park Avenue Securities LLC 0.02% Add +22.1% 141,340 $2.5M
Atria Investments, Inc 0.03% Reduce -1.9% 137,981 $2.4M
Evolve Private Wealth, LLC 0.14% — 135,374 $2.4M
Vident Advisory, LLC 0.02% Reduce -8.8% 134,535 $2.4M
Brooklyn Investment Group 0.10% Add +266.2% 125,252 $2.2M
Barometer Capital Management Inc. 0.53% Reduce -89.0% 8,523 $2.2M
&partners 0.01% Add +5.2% 124,402 $2.2M
Janney Montgomery Scott LLC 0.01% Add +12.6% 123,586 $2.2M
Campbell & CO Investment Adviser LLC 0.10% Reduce -16.4% 116,491 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +12.7% 114,541 $2.0M
Assetmark, Inc. 0.00% Reduce -9.8% 114,747 $2.0M
Aquatic Capital Management LLC 0.06% Reduce -9.7% 111,460 $2.0M
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -55.9% 111,369 $1.9M
Truist Financial Corp. 0.00% Add +10.5% 108,864 $1.9M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +5.5% 102,967 $1.8M
Russell Investments Group, Ltd. 0.00% Add +12.4% 102,679 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -21.5% 100,670 $1.8M
BTC Capital Management, Inc. 0.12% Reduce -11.5% 99,885 $1.7M
Qtron Investments LLC 0.22% Reduce -16.6% 98,595 $1.7M
Marks Group Wealth Management, Inc 0.16% Add +5.8% 95,436 $1.7M
Hantz Financial Services, Inc. 0.02% Add +88.0% 95,197 $1.7M
Quantbot Technologies LP 0.05% Reduce -54.1% 93,293 $1.6M
Two Sigma Advisers, LP 0.00% Add +88.4% 92,900 $1.6M
Venturi Wealth Management, LLC 0.07% Add +3.1% 89,444 $1.6M
PNC Financial Services Group, Inc. 0.00% Add +5.1% 87,522 $1.5M
Ameriprise Financial Inc. 0.00% Reduce -70.2% 87,242 $1.5M
Strategic Global Advisors, LLC 0.24% Add +12.7% 87,131 $1.5M
Entropy Technologies, LP 0.08% Reduce -27.0% 87,049 $1.5M
Elite Wealth Management, Inc. 0.39% Add +2.5% 81,673 $1.4M
Laird Norton Wetherby Trust Company, LLC 0.03% New 81,017 $1.4M
Vise Technologies, Inc. 0.03% Add +67.6% 78,396 $1.4M
Rehmann Capital Advisory Group 0.07% Add +6.2% 77,256 $1.4M
1832 Asset Management L.P. 0.00% Add +15.9% 75,739 $1.3M
Corient Private Wealth LP 0.00% Reduce -3.9% 75,592 $1.3M
Fifth Third Bancorp 0.00% Add +4.8% 74,247 $1.3M
Deutsche Bank AG 0.00% New 71,186 $1.2M
Compound Planning, Inc. 0.04% Reduce -26.4% 71,110 $1.2M
Legacy Wealth Asset Management, LLC 0.30% Reduce -7.6% 69,417 $1.2M
Signaturefd, LLC 0.02% Add +8.5% 69,006 $1.2M
Two Sigma Investments, LP 0.00% New 67,873 $1.2M
Kathmere Capital Management, LLC 0.08% Add +10.3% 65,668 $1.1M
Capital World Investors 0.00% Add +2.4% 65,320 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +5.8% 64,869 $1.1M
Blue Trust, Inc. 0.01% Reduce -6.5% 64,094 $1.1M
Ieq Capital, LLC 0.00% Add +8.3% 60,901 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Add +5.0% 60,522 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Add +4.4% 59,818 $1.0M
Oppenheimer & Co. Inc. 0.01% Reduce -0.4% 58,794 $1.0M
Goldstone Financial Group, LLC 0.11% Add +5.4% 58,058 $1.0M
Summit Global Investments 0.06% Reduce -31.3% 57,951 $1.0M
Glenmede Trust Co. NA 0.00% — 57,421 $1.0M
NewEdge Advisors, LLC 0.00% Add +12.5% 57,396 $1.0M
SG Trading Solutions, LLC 0.23% — 57,080 $999K
Advisors Asset Management, Inc. 0.02% Add +12.1% 54,745 $958K
Jones Financial Companies LLLP 0.00% Add +23.8% 54,061 $946K
Jain Global LLC 0.01% New 52,793 $924K
Evergreen Capital Management LLC 0.02% Add +4.4% 52,079 $911K
Bleakley Financial Group, LLC 0.02% Add +20.6% 51,797 $906K
Spire Wealth Management 0.03% Reduce -7.5% 51,317 $898K
Sivia Capital Partners, LLC 0.18% Add +29.0% 51,027 $893K
Sequoia Financial Advisors, LLC 0.01% Reduce -3.7% 50,974 $892K
Gallacher Capital Management LLC 0.34% Add +0.1% 50,021 $875K
RBF Capital, LLC 0.04% No change 50,000 $875K
Baron Wealth Management LLC 0.26% Add +9.5% 48,547 $850K
Rhumbline Advisers 0.00% Add +72.8% 48,438 $848K
Aaron Wealth Advisors LLC 0.05% Add +26.6% 48,376 $847K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -8.0% 48,284 $845K
Elevation Point Wealth Partners, LLC 0.04% Add +1.9% 47,995 $840K
Naviter Wealth, LLC 0.11% Reduce -13.4% 47,020 $823K
Benjamin Edwards Inc. 0.01% Add +2.3% 46,652 $816K
Guggenheim Capital LLC 0.01% Add +18.0% 45,173 $791K
Ballentine Partners, LLC 0.01% Add +6.0% 45,164 $790K
Private Advisor Group, LLC 0.00% Add +1.8% 44,992 $787K
Jackson Square Capital, LLC 0.15% New 44,524 $779K
Coldstream Capital Management Inc. 0.01% Reduce -10.0% 44,171 $773K
DAVENPORT & Co LLC 0.00% Add +4.0% 43,109 $754K
Smartleaf Asset Management LLC 0.03% Add +14.6% 42,462 $747K
Choreo, LLC 0.01% Add +24.7% 42,013 $739K
Flow Traders U.S. LLC 0.02% New 41,891 $733K
CSS LLC 0.12% Add +43.9% 41,460 $726K
Yousif Capital Management, LLC 0.01% No change 41,075 $716K
Forum Financial Management, LP 0.01% No change 40,696 $712K
Wealthstar Advisors, LLC 0.39% Add +1.5% 40,576 $710K
DRW Securities, LLC 0.05% New 40,266 $705K
Shay Capital LLC 0.11% Add +168.1% 40,000 $700K
D'Orazio & Associates, Inc. 0.09% Reduce -7.4% 39,424 $690K
Allspring Global Investments Holdings, LLC 0.00% Add +41.1% 36,508 $660K
M&T Bank Corp 0.00% Add +9.8% 37,377 $654K
OneDigital Investment Advisors LLC 0.01% Reduce -10.5% 37,039 $648K
Ellevest, Inc. 0.09% Reduce -10.8% 36,777 $644K
Savant Capital, LLC 0.00% Add +21.2% 36,757 $643K
Portside Wealth Group, LLC 0.08% Add +14.4% 35,736 $625K
Integrated Wealth Concepts LLC 0.01% Add +4.1% 35,691 $625K
QP Wealth Management, LLC 0.53% — 34,274 $600K
LVW Advisors, LLC 0.06% Reduce -4.3% 32,956 $577K
Covenant Partners, LLC 0.16% No change 32,160 $563K
Marshall Wace, LLP 0.00% New 32,063 $561K
Merit Financial Group, LLC 0.00% Add +1.2% 31,934 $559K
Wealth Alliance, LLC 0.05% Reduce -0.1% 31,471 $551K
Old Mission Capital LLC 0.02% New 30,670 $537K
Farther Finance Advisors, LLC 0.01% Add +183.0% 30,588 $535K
New York State Common Retirement Fund 0.00% No change 30,586 $535K
OpenArc Corporate Advisory, LLC 0.01% — 30,469 $533K
Franklin Resources Inc. 0.00% Add +0.3% 30,444 $533K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -97.4% 30,346 $531K
Waverly Advisors, LLC 0.00% Add +120.8% 30,190 $528K
Concurrent Investment Advisors, LLC 0.01% Add +136.9% 29,342 $513K
Kestra Advisory Services, LLC 0.00% Reduce -7.4% 28,699 $502K
Sagespring Wealth Partners, LLC 0.01% Add +10.1% 28,515 $499K
GeoWealth Management, LLC 0.02% Add +33.1% 28,184 $493K
HB Wealth Management, LLC 0.00% Add +5.7% 27,838 $487K
GC Wealth Management RIA, LLC 0.02% Add +27.9% 26,313 $460K
Versant Capital Management, Inc 0.06% Add +9.7% 25,622 $448K
Sterling Capital Management LLC 0.01% Add +0.2% 23,659 $414K
SYM FINANCIAL Corp 0.04% Add +0.1% 23,121 $405K
Syon Capital LLC 0.02% Add +36.0% 22,544 $395K
Commerce Bank 0.00% Add +43.8% 22,541 $394K
Old National Bancorp 0.01% Reduce -1.1% 22,494 $394K
Hardy Reed LLC 0.03% Reduce -2.9% 22,309 $390K
Dynasty Wealth Management, LLC 0.00% Add +14.7% 22,235 $389K
Abel Hall, LLC 0.09% New 22,094 $387K
Two Sigma Securities, LLC 0.05% Add +20.3% 21,981 $385K
HUB Investment Partners, LLC 0.01% Add +0.3% 21,865 $383K
Tidal Investments LLC 0.00% Reduce -3.6% 21,662 $379K
Jane Street Group, LLC 0.00% New 21,485 $376K
Norden Group LLC 0.04% Reduce -4.0% 21,418 $375K
Thrivent Financial for Lutherans 0.00% Add +1.0% 21,263 $374K
Principal Securities, Inc. 0.01% Reduce -3.6% 21,293 $373K
Commonwealth Equity Services, LLC 0.00% Reduce -42.3% 21,180 $371K
Ascent Group, LLC 0.01% Reduce -2.7% 21,151 $370K
Mgo One Seven LLC 0.01% Add +9.9% 20,493 $359K
Northwestern Mutual Wealth Management Co. 0.00% Add +10.6% 20,001 $350K
Icon Wealth Advisors, LLC 0.02% Reduce -1.2% 20,313 $350K
Rockefeller Capital Management L.P. 0.00% Add +387.6% 19,956 $349K
IHT Wealth Management, LLC 0.01% Add +2.2% 19,934 $349K
Aprio Wealth Management, LLC 0.02% Add +8.4% 19,297 $346K
GAMMA Investing LLC 0.02% Add +7.5% 19,482 $341K
AlphaCore Capital LLC 0.01% Reduce -5.3% 18,781 $329K
Keybank National Association 0.00% Add +74.2% 17,664 $309K
Janus Henderson Group PLC 0.00% Reduce -24.7% 17,609 $308K
Global Retirement Partners, LLC 0.01% Reduce -10.3% 17,398 $304K
Integrated Quantitative Investments LLC 0.07% Reduce -82.8% 17,360 $304K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +16.4% 17,205 $301K
Arlington Capital Management, Inc. 0.18% Add +8.3% 17,180 $301K
Stratos Wealth Partners, LTD. 0.00% Add +19.3% 16,849 $295K
Blair William & Co. 0.00% Add +1.5% 16,588 $290K
Anchyra Partners LLC 0.09% — 16,142 $282K
Valeo Financial Advisors, LLC 0.01% Add +16.7% 16,011 $280K
TD Private Client Wealth LLC 0.01% Reduce -39.3% 15,966 $279K
Wedbush Securities Inc. 0.01% Add +3.6% 15,820 $277K
Kingsview Wealth Management, LLC 0.00% Add +2.1% 15,822 $277K
Prime Capital Investment Advisors, LLC 0.00% New 15,805 $277K
Baldwin Wealth Partners LLC 0.02% No change 15,516 $272K
Hilltop National Bank 0.07% Reduce -9.6% 15,435 $270K
Perigon Wealth Management, LLC 0.00% Add +5.6% 15,342 $268K
Clarius Group, LLC 0.01% No change 14,939 $261K
EP Wealth Advisors, LLC 0.00% — 14,917 $261K
Frec Markets, Inc. 0.07% — 14,514 $254K
Stephens Inc. 0.00% Add +12.4% 14,382 $252K
PDS Planning, Inc 0.02% Add +7.3% 13,839 $242K
Greenleaf Trust 0.00% Add +13.4% 13,648 $239K
EverSource Wealth Advisors, LLC 0.01% Reduce -7.9% 13,453 $235K
Hilltop Holdings Inc. 0.01% Add +4.4% 13,261 $232K
West Family Investments, Inc. 0.05% New 12,947 $227K
Baker Tilly Wealth Management, LLC 0.06% Add +0.3% 12,862 $225K
Optas, LLC 0.04% Add +0.5% 12,844 $225K
Five Oceans Advisors 0.08% No change 12,684 $222K
State Street Corp. 0.00% Add +0.7% 12,504 $219K
Kintra Wealth, LLC 0.03% Reduce -2.1% 12,513 $219K
Cornerstone Select Advisors, LLC 0.15% Add +15.1% 12,411 $217K
Parallel Advisors, LLC 0.00% Add +4.4% 12,212 $214K
Checchi Capital Advisers, LLC 0.01% Reduce -0.6% 12,180 $213K
Sage Rhino Capital LLC 0.04% Add +2.1% 12,040 $211K
Laurel Oak Wealth Management, LLC 0.04% — 12,039 $211K
Axxcess Wealth Management, LLC 0.00% Reduce -8.3% 11,868 $208K
Apollon Wealth Management, LLC 0.00% Reduce -13.1% 11,830 $207K
DV Equities, LLC 0.04% — 11,796 $206K
U.S. Capital Wealth Advisors, LLC 0.01% New 11,324 $198K
Americana Partners, LLC 0.01% New 11,253 $197K
New Republic Capital, LLC 0.05% New 11,170 $195K
Arkadios Wealth Advisors 0.00% Add +8.3% 11,110 $194K
Fiduciary Trust Co 0.00% Add +4.7% 11,097 $194K
Trust Point Inc. 0.02% New 11,041 $193K
Gibbs Wealth Management 0.05% Reduce -5.2% 11,164 $193K
Cromwell Holdings LLC 0.10% No change 10,973 $192K
Insigneo Advisory Services, LLC 0.01% Reduce -4.9% 10,884 $190K
Livet Wealth, LLC 0.12% — 10,851 $190K
Keel Point, LLC 0.01% New 10,815 $189K
World Investment Advisors 0.00% New 10,698 $187K
Pure Financial Advisors, LLC 0.00% New 10,578 $185K
Scientech Research LLC 0.12% New 10,482 $183K
Johnson Investment Counsel Inc. 0.00% Add +0.9% 10,421 $182K
Focus Partners Advisor Solutions, LLC 0.00% New 10,401 $182K
Petros Family Wealth, LLC 0.12% No change 10,374 $182K
Savvy Advisors, Inc. 0.01% New 10,231 $179K
AlTi Global, Inc. 0.00% New 10,186 $178K
Carter Financial Group, INC. 0.11% Reduce -1.9% 10,177 $178K
Traveka Wealth, LLC 0.07% New 10,122 $177K
Personal Cfo Solutions, LLC 0.03% New 10,104 $177K
Hoxton Planning & Management, LLC 0.05% No change 10,066 $176K
Cwm, LLC 0.00% Add +68.8% 9,923 $174K
Diversify Wealth Management, LLC 0.01% New 10,110 $171K
Basecamp Wealth Advisors LLC 0.03% — 9,016 $158K
SHP Wealth Management 0.01% — 8,482 $148K
Huntington National Bank 0.00% Reduce -18.5% 8,099 $142K
Addison Advisors LLC 0.03% Add +0.4% 7,231 $127K
Arax Advisory Partners 0.00% Reduce -94.9% 6,777 $119K
Bruce G. Allen Investments, LLC 0.08% Add +0.2% 6,467 $113K
Horizon Investments, LLC 0.00% Add +3.9% 5,909 $103K
Bessemer Group Inc. 0.00% Add +180.4% 5,799 $102K
Federation des caisses Desjardins du Quebec 0.00% Add +13.8% 4,789 $84K
Steward Partners Investment Advisory, LLC 0.00% Add +17.5% 4,667 $82K
Allworth Financial LP 0.00% Add +69.8% 4,651 $81K
Parkside Financial Bank & Trust 0.01% Add +35.5% 4,440 $78K
Private Trust Co. NA 0.01% Add +28.0% 4,307 $75K
CIBC Private Wealth Group LLC 0.00% Add +75.6% 4,094 $72K
Brown Brothers Harriman & Co. 0.00% Reduce -13.3% 3,698 $65K
Manchester Capital Management LLC 0.01% Add +73.7% 3,546 $62K
True Wealth Design, LLC 0.02% No change 3,443 $60K
Paradigm Asset Management Co. LLC 0.01% No change 3,300 $58K
Lanark Financial, Inc. 0.00% Reduce -5.8% 3,273 $57K
Atlas Capital Advisors Inc. 0.01% — 3,198 $56K
SBI Securities Co., Ltd. 0.00% Add +9.0% 2,749 $48K
Accent Capital Management, LLC 0.02% No change 2,576 $45K
Zions Bancorporation, National Association 0.00% No change 2,393 $42K
IFP Advisors, Inc 0.00% Add +101.7% 2,259 $40K
Tower Research Capital LLC (TRC) 0.00% Reduce -23.3% 2,226 $39K
Pinnacle Bancorp, Inc. 0.01% No change 2,219 $39K
Larson Financial Group LLC 0.00% Add +20.8% 2,211 $39K
Caitong International Asset Management Co., Ltd 0.01% Add +173.6% 2,197 $38K
Rothschild Investment LLC 0.00% Add +1.6% 2,028 $35K
Rachor Investment Advisory Services, LLC 0.02% — 1,970 $34K
Salomon & Ludwin, LLC 0.00% No change 1,825 $33K
Dogwood Wealth Management LLC 0.01% Add +14.9% 1,803 $32K
American National Bank & Trust 0.00% New 1,771 $31K
Root Financial Partners, LLC 0.00% Add +17.8% 1,556 $27K
Harbour Investments, Inc. 0.00% No change 1,525 $27K
JFS Wealth Advisors, LLC 0.00% No change 1,478 $26K
TD Capital Management LLC 0.00% Add +1.6% 1,468 $26K
J.Safra Asset Management Corp 0.00% New 1,384 $24K
Robinswood Financial LLC 0.01% No change 1,340 $23K
National Bank of Canada 0.00% New 1,229 $21K
Reflection Asset Management 0.01% — 1,149 $21K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 1,137 $20K
Atlantic Union Bankshares Corp 0.00% No change 1,062 $19K
SageView Advisory Group, LLC 0.00% New 1,012 $18K
Bell Investment Advisors, Inc 0.00% Add +52.1% 992 $17K
MAI Capital Management 0.00% Add +3.4% 938 $16K
Sound Income Strategies, LLC 0.00% Add +426.5% 895 $16K
Cornerstone Planning Group LLC 0.00% Add +14.5% 838 $15K
Retirement Wealth Solutions LLC 0.01% Add +1.3% 842 $15K
Mark Sheptoff Financial Planning, LLC 0.01% New 800 $14K
Grove Bank & Trust 0.00% No change 795 $14K
SJS Investment Consulting Inc. 0.00% New 728 $13K
Ancora Advisors LLC 0.00% Add +518.0% 723 $13K
Raffa Wealth Management, LLC 0.00% No change 691 $12K
Transamerica Financial Advisors, LLC 0.00% Add +44.9% 681 $12K
Redmont Wealth Advisors LLC 0.02% No change 648 $11K
WealthCollab, LLC 0.00% No change 645 $11K
Key Financial Inc 0.00% No change 628 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 617 $11K
Essential Partners LLC 0.00% Reduce -7.1% 604 $11K
Acumen Wealth Advisors, LLC 0.00% — 598 $10K
Bravera Wealth 0.01% — 593 $10K
Manning & Napier Advisors LLC 0.00% New 586 $10K
WPG Advisers, LLC 0.01% No change 546 $10K
Signature Equity Partners, LLC 0.01% — 546 $10K
GW&K Investment Management, LLC 0.00% No change 540 $9K
Nisa Investment Advisors, LLC 0.00% Add +66.7% 500 $9K
Benson Wealth Management INC 0.01% — 470 $8K
Highline Wealth Partners LLC 0.00% No change 424 $7K
ORG Partners LLC 0.00% No change 400 $7K
Wealth Watch Advisors, INC 0.00% No change 388 $7K
Cullen/Frost Bankers, Inc. 0.00% Add +15.2% 348 $6K
Bare Financial Services, Inc 0.00% No change 340 $6K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 336 $6K
Triumph Capital Management 0.00% New 309 $5K
HighMark Wealth Management LLC 0.00% No change 302 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 300 $5K
IMA Advisory Services, Inc. 0.00% New 293 $5K
Crewe Advisors LLC 0.00% Add +33.5% 267 $5K
Plante Moran Financial Advisors, LLC 0.00% No change 266 $5K
Park Place Capital Corp 0.00% New 265 $5K
CVA Family Office, LLC 0.00% No change 257 $4K
Reyes Financial Architecture, Inc. 0.00% New 246 $4K
Principia Wealth Advisory, LLC 0.00% Add +1.7% 235 $4K
CX Institutional 0.00% Add +239.1% 234 $4K
JNBA Financial Advisors 0.00% New 212 $4K
Provenance Wealth Advisors, LLC 0.00% No change 206 $4K
Hughes Financial Services, LLC 0.00% No change 205 $4K
UMB Bank, n.a. 0.00% No change 205 $4K
Cornerstone Financial Management LLC 0.00% — 202 $4K
Nemes Rush Group LLC 0.00% New 200 $4K
Lodestone Wealth Management LLC 0.00% New 197 $3K
City Holding Co. 0.00% No change 195 $3K
Federated Hermes, Inc. 0.00% Reduce -9.5% 190 $3K
Kilter Group LLC 0.00% New 189 $3K
Physician Wealth Advisors, Inc. 0.00% Add +33.8% 182 $3K
North Star Investment Management Corp. 0.00% New 181 $3K
Ninepoint Partners LP 0.00% New 172 $3K
Activest Wealth Management 0.00% No change 169 $3K
NFJ Investment Group, LLC 0.00% Reduce -6.7% 153 $3K
Private Wealth Asset Management, LLC 0.00% No change 147 $3K
Armstrong Advisory Group, Inc. 0.00% No change 146 $3K
Independence Bank of Kentucky 0.00% New 134 $2K
Whipplewood Advisors, LLC 0.00% New 123 $2K
Stephens Consulting, LLC 0.00% New 123 $2K
Clearstead Advisors, LLC 0.00% New 122 $2K
Elyxium Wealth, LLC 0.00% New 102 $2K
LRI Investments, LLC 0.00% No change 94 $2K
Tucker Asset Management LLC 0.00% New 84 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 80 $1K
Godfrey Financial Associates, Inc. 0.00% — 75 $1K
Creative Financial Designs Inc. 0.00% Reduce -19.6% 74 $1K
First Pacific Financial 0.00% No change 71 $1K
CENTRAL TRUST Co 0.00% Add +28.9% 67 $1K
St Germain D J Co. Inc. 0.00% No change 65 $1K
American Capital Advisory, LLC 0.00% No change 62 $1K
CoreCap Advisors, LLC 0.00% No change 55 $963
Financial Consulate, Inc. 0.00% New 51 $893
MV Capital Management, Inc. 0.00% New 43 $753
Virtus Advisers, LLC 0.00% New 34 $595
Beaird Harris Wealth Management, LLC 0.00% No change 34 $589
Abound Wealth Management 0.00% No change 30 $525
Toth Financial Advisory Corp. 0.00% New 17 $298
Murphy & Mullick Capital Management Corp 0.00% New 8 $140

"% of holder's portfolio" is NWG's weight in each manager's 13F, not the share of Natwest Group PLC -Spon ADR the manager owns.