Natwest Group PLC -Spon ADRNWG

13F holders, Q1 2026 (March 31)
410holders −2
51new positions
47sold out
7famous investors
$14.83avg. 13F price*

At the end of Q1 2026, 410 institutions reported holding Natwest Group PLC -Spon ADR (NWG) in their 13F filings, down 2 from Q4 2025. 51 opened new positions and 47 sold out. The largest holders were Fisher Asset Management ($633.0M), FMR LLC ($217.1M) and Natixis Advisors, LLC ($191.0M). 7 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions51$31.7M
Exits47$52.7M

All 13F filers, Q4 2025 → Q1 2026: 31,099,805 shares bought and 16,984,352 shares sold, net +14,115,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 410 holders

Fisher Asset Management 0.21% Add +3.8% 42,484,360 $633.0M
FMR LLC 0.01% Add +17.3% 14,569,200 $217.1M
Natixis Advisors, LLC 0.27% Reduce -4.3% 12,816,444 $191.0M
Capital International Investors 0.04% Reduce -4.4% 12,771,016 $182.8M
Jones Financial Companies LLLP 0.09% Add +22981.7% 12,478,180 $178.1M
Morgan Stanley 0.01% Reduce -24.0% 8,406,180 $125.3M
Goldman Sachs Group Inc. 0.01% Add +5.1% 7,224,952 $107.7M
Bank of America Corp. 0.01% Add +17.8% 6,948,264 $103.5M
Clearbridge Investments, LLC 0.07% Reduce -28.7% 5,153,852 $76.8M
Northern Trust Corp. 0.01% Add +11.3% 5,065,935 $75.5M
Dimensional Fund Advisors LP 0.02% Add +0.1% 5,009,631 $74.6M
Todd Asset Management LLC 1.14% Reduce -7.7% 3,911,197 $58.3M
Raymond James Financial Inc. 0.02% Reduce -6.6% 3,603,343 $53.7M
Envestnet Asset Management Inc. 0.01% Add +4.6% 3,181,376 $47.4M
Causeway Capital Management LLC 0.55% Add +88.3% 2,988,309 $44.5M
Royal Bank of Canada 0.01% Reduce -4.8% 2,914,263 $43.4M
BlackRock, Inc. 0.00% Reduce -9.1% 2,835,366 $42.2M
American Century Companies Inc. 0.02% Add +22.5% 2,521,385 $37.6M
Teachers Retirement System of the State of Kentucky 0.29% Reduce -11.4% 2,490,080 $37.1M
Wells Fargo & Company 0.01% Reduce -12.6% 2,365,790 $35.3M
Massachusetts Financial Services Co. 0.01% Add +1.4% 2,247,248 $34.0M
JPMorgan Chase & Co. 0.00% Add +72.0% 2,344,356 $33.5M
Jane Street Group, LLC 0.04% Add +10187.7% 2,210,316 $32.9M
Cibc World Market Inc. 0.05% Add +4.7% 1,807,448 $26.9M
Millennium Management 0.02% Add +9.6% 1,752,736 $26.1M
Marshall Wace, LLP 0.03% Add +5220.1% 1,705,801 $25.4M
O'shaughnessy Asset Management, LLC 0.10% Reduce -2.6% 1,333,926 $19.9M
Abc Arbitrage SA 2.56% Reduce -9.4% 1,291,096 $19.2M
UBS Group AG 0.00% Add +236.4% 1,148,342 $17.1M
AQR Capital Management 0.01% Add +10.9% 1,122,018 $16.7M
Quantinno Capital Management LP 0.02% Add +14.0% 889,533 $13.3M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -8.8% 877,219 $13.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2151.2% 683,138 $10.2M
Charles Schwab Investment Management Inc. 0.00% Add +3.1% 643,261 $9.6M
Pathstone Holdings, LLC 0.03% Add +51.5% 581,001 $8.7M
Capital Fund Management S.A. 0.08% Reduce -18.8% 576,755 $8.6M
Sei Investments Co. 0.01% Add +28.9% 566,648 $8.4M
Neuberger Berman Group LLC 0.01% Add +9.8% 566,428 $8.4M
Alliancebernstein L.P. 0.00% Reduce -11.9% 456,594 $8.0M
QRG Capital Management, Inc. 0.08% Add +9.6% 496,321 $7.4M
Boston Partners 0.01% Reduce -7.2% 477,760 $7.1M
LPL Financial LLC 0.00% Reduce -14.2% 478,220 $7.1M
Bank of New York Mellon Corp 0.00% Add +8.7% 473,757 $7.1M
Ritholtz Wealth Management 0.11% Add +8.3% 420,712 $6.3M
Voloridge Investment Management, LLC 0.02% New 406,523 $6.1M
Orion Porfolio Solutions, LLC 0.05% Reduce -22.2% 397,294 $5.9M
Stifel Financial Corp. 0.01% Reduce -5.3% 394,897 $5.9M
NewEdge Wealth, LLC 0.07% Add +20.2% 388,763 $5.8M
Mercer Global Advisors Inc. 0.01% Reduce -0.3% 388,155 $5.8M
US Bancorp \de 0.01% Reduce -29.9% 363,048 $5.4M
Qube Research & Technologies Ltd 0.01% Reduce -56.3% 359,672 $5.4M
Eagle Global Advisors LLC 0.19% Add +0.4% 357,539 $5.3M
Gradient Investments LLC 0.08% New 330,819 $4.9M
Cerity Partners LLC 0.01% Add +13.6% 324,950 $4.8M
MML Investors Services, LLC 0.01% Reduce -23.8% 310,590 $4.6M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -25.4% 298,091 $4.4M
Captrust Financial Advisors 0.01% Add +43.8% 292,639 $4.4M
Bank of Montreal 0.00% Reduce -78.5% 279,248 $4.2M
Creative Planning 0.00% Reduce -10.7% 277,192 $4.1M
Tudor Investment Corporation 0.02% New 276,737 $4.1M
Point72 Asset Management 0.01% Reduce -77.2% 275,573 $4.1M
Crossmark Global Holdings, Inc. 0.06% Reduce -7.4% 274,538 $4.1M
Seascape Capital Management 1.16% Reduce -0.2% 271,491 $4.0M
Campbell & CO Investment Adviser LLC 0.23% Add +131.4% 269,545 $4.0M
First Trust Advisors LP 0.00% Reduce -7.4% 269,338 $4.0M
Cetera Investment Advisers 0.00% Reduce -9.3% 259,810 $3.9M
Oppenheimer Asset Management Inc. 0.04% Add +25.5% 241,312 $3.6M
Mariner, LLC 0.00% Add +8.4% 236,292 $3.5M
Ethic Inc. 0.06% Reduce -13.7% 235,761 $3.5M
Bridgewater Associates 0.02% Reduce -56.0% 229,406 $3.4M
HighTower Advisors, LLC 0.00% Reduce -0.2% 213,286 $3.2M
WINTON GROUP Ltd 0.11% New 211,000 $3.1M
Old Mission Capital LLC 0.07% Add +579.0% 208,234 $3.1M
Two Sigma Investments, LP 0.00% Add +182.0% 191,419 $2.9M
Aquatic Capital Management LLC 0.08% Add +69.1% 188,430 $2.8M
Sanders Capital, LLC 0.00% Reduce -9.9% 185,064 $2.8M
Sanctuary Advisors, LLC 0.01% Reduce -5.0% 176,380 $2.6M
Focus Partners Wealth 0.00% Add +12.9% 173,468 $2.6M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -10.2% 174,016 $2.6M
Quadrant Capital Group LLC 0.08% Reduce -0.5% 172,535 $2.6M
BNP Paribas Financial Markets 0.00% Reduce -29.1% 169,657 $2.5M
Redhawk Wealth Advisors, Inc. 0.27% Reduce -9.7% 165,717 $2.5M
BI Asset Management Fondsmaeglerselskab A/S 0.02% New 153,866 $2.3M
Callan Family Office, LLC 0.05% Add +5.3% 152,952 $2.3M
Caprock Group, LLC 0.05% Reduce -4.4% 142,962 $2.2M
Vident Advisory, LLC 0.02% Add +9.6% 147,448 $2.2M
HRT Financial LP 0.01% Reduce -52.9% 139,996 $2.1M
Evolve Private Wealth, LLC 0.11% Add +3.1% 139,577 $2.1M
XTX Topco Ltd 0.04% Reduce -28.4% 136,885 $2.0M
Citigroup Inc. 0.00% Reduce -14.4% 136,064 $2.0M
BTC Capital Management, Inc. 0.13% Add +27.9% 127,748 $1.9M
Graham Capital Management, L.P. 0.09% Reduce -13.5% 127,139 $1.9M
Atria Investments, Inc 0.02% Reduce -8.3% 126,599 $1.9M
&partners 0.01% Reduce -0.9% 123,320 $1.8M
Brooklyn Investment Group 0.06% Reduce -2.2% 122,451 $1.8M
Renaissance Technologies 0.00% New 121,300 $1.8M
Entropy Technologies, LP 0.08% Add +39.0% 120,979 $1.8M
Janney Montgomery Scott LLC 0.00% Reduce -4.2% 118,404 $1.8M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +8.4% 111,623 $1.7M
Strategic Global Advisors, LLC 0.26% Add +26.9% 110,603 $1.6M
Osaic Holdings, Inc. 0.00% Add +9.2% 109,945 $1.6M
Russell Investments Group, Ltd. 0.00% Add +5.2% 108,040 $1.6M
Park Avenue Securities LLC 0.01% Reduce -24.2% 107,194 $1.6M
Assetmark, Inc. 0.00% Reduce -10.7% 102,441 $1.5M
Truist Financial Corp. 0.00% Reduce -6.9% 101,357 $1.5M
Integrated Quantitative Investments LLC 0.27% Add +482.6% 101,135 $1.5M
Qtron Investments LLC 0.19% Reduce -3.5% 95,190 $1.4M
PNC Financial Services Group, Inc. 0.00% Add +7.6% 94,162 $1.4M
Ameriprise Financial Inc. 0.00% Add +3.2% 90,016 $1.4M
1832 Asset Management L.P. 0.00% Add +21.7% 92,182 $1.4M
Vise Technologies, Inc. 0.03% No change 78,396 $1.4M
Venturi Wealth Management, LLC 0.06% Reduce -0.8% 88,749 $1.3M
Barometer Capital Management Inc. 0.45% Add +926.6% 87,500 $1.3M
Engineers Gate Manager LP 0.02% New 85,960 $1.3M
Corient Private Wealth LP 0.00% Add +14.4% 86,445 $1.3M
Laird Norton Wetherby Trust Company, LLC 0.03% Reduce -0.8% 80,340 $1.2M
Acadian Asset Management LLC 0.00% Reduce -51.9% 81,961 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -30.3% 79,808 $1.2M
Rehmann Capital Advisory Group 0.06% Add +5.7% 81,693 $1.2M
Point Nemo Capital, LLC 0.78% New 79,024 $1.2M
Fifth Third Bancorp 0.00% Add +4.0% 77,228 $1.2M
Hantz Financial Services, Inc. 0.02% Reduce -19.6% 76,546 $1.1M
Prosperity Consulting Group, LLC 0.05% New 70,026 $1.0M
Ieq Capital, LLC 0.00% Add +14.2% 69,529 $1.0M
Marks Group Wealth Management, Inc 0.10% Reduce -27.2% 69,442 $1.0M
Legacy Wealth Asset Management, LLC 0.25% Reduce -2.3% 67,853 $1.0M
Summit Global Investments 0.06% Add +15.2% 66,755 $995K
Advisors Asset Management, Inc. 0.02% Add +20.5% 65,960 $983K
Kathmere Capital Management, LLC 0.06% Reduce -0.8% 65,168 $971K
Prospera Financial Services Inc 0.02% Reduce -60.1% 65,100 $970K
Schonfeld Strategic Advisors LLC 0.01% Reduce -80.5% 65,056 $969K
Compound Planning, Inc. 0.03% Reduce -9.7% 64,207 $957K
Signaturefd, LLC 0.01% Reduce -7.3% 63,977 $953K
GeoWealth Management, LLC 0.03% Add +125.1% 63,439 $945K
GC Wealth Management RIA, LLC 0.04% Add +135.1% 61,856 $922K
Capital World Investors 0.00% Reduce -2.8% 63,488 $909K
Dorsey & Whitney Trust CO LLC 0.05% Add +0.2% 60,663 $904K
United Capital Financial Advisors, LLC 0.01% Reduce -6.8% 60,427 $900K
NewEdge Advisors, LLC 0.00% Add +4.1% 59,729 $890K
Glenmede Trust Co. NA 0.00% Add +3.5% 59,415 $885K
Evergreen Capital Management LLC 0.02% Add +6.6% 55,525 $861K
Guggenheim Capital LLC 0.01% Add +27.6% 57,618 $859K
Oppenheimer & Co. Inc. 0.01% Reduce -2.5% 57,329 $854K
Aaron Wealth Advisors LLC 0.05% Add +16.6% 56,409 $840K
Naviter Wealth, LLC 0.10% Add +15.1% 54,129 $840K
Blue Trust, Inc. 0.01% Reduce -13.8% 55,233 $823K
Benjamin Edwards Inc. 0.01% Add +17.7% 54,909 $818K
Rhumbline Advisers 0.00% Add +9.9% 53,212 $793K
DRW Securities, LLC 0.04% Add +30.5% 52,547 $783K
Gallacher Capital Management LLC 0.29% Add +2.6% 51,330 $765K
RBF Capital, LLC 0.04% No change 50,000 $745K
Summit Trail Advisors, LLC 0.01% New 48,926 $729K
Baron Wealth Management LLC 0.21% Reduce -1.0% 48,058 $716K
Squarepoint Ops LLC 0.00% New 47,952 $714K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -1.0% 47,787 $712K
Allspring Global Investments Holdings, LLC 0.00% Add +27.1% 46,421 $708K
Keybank National Association 0.00% Add +165.1% 46,823 $698K
Goldstone Financial Group, LLC 0.08% Reduce -19.4% 46,771 $697K
Sequoia Financial Advisors, LLC 0.00% Reduce -8.8% 46,486 $693K
Sivia Capital Partners, LLC 0.13% Reduce -10.6% 45,620 $680K
Elevation Point Wealth Partners, LLC 0.02% Reduce -9.1% 43,640 $678K
Private Advisor Group, LLC 0.00% Add +0.9% 45,393 $676K
OpenArc Corporate Advisory, LLC 0.01% Add +47.0% 44,805 $668K
Choreo, LLC 0.01% Add +6.3% 44,658 $665K
Ballentine Partners, LLC 0.01% Reduce -1.7% 44,397 $662K
Smartleaf Asset Management LLC 0.02% Add +7.9% 45,827 $656K
M&T Bank Corp 0.00% Add +12.6% 42,091 $628K
CSS LLC 0.10% No change 41,460 $618K
Sterling Capital Management LLC 0.01% Add +74.2% 41,210 $614K
Yousif Capital Management, LLC 0.01% No change 41,075 $612K
DAVENPORT & Co LLC 0.00% Reduce -6.4% 40,343 $601K
Rockefeller Capital Management L.P. 0.00% Add +99.8% 39,867 $594K
D'Orazio & Associates, Inc. 0.08% Reduce -0.1% 39,400 $587K
Savant Capital, LLC 0.00% Add +6.8% 39,258 $585K
Integrated Wealth Concepts LLC 0.00% Add +8.5% 38,714 $577K
Merit Financial Group, LLC 0.00% Add +21.2% 38,702 $577K
LVW Advisors, LLC 0.05% Add +12.5% 37,084 $553K
Concurrent Investment Advisors, LLC 0.01% Add +24.9% 36,646 $546K
Bleakley Financial Group, LLC 0.01% Reduce -30.2% 36,166 $539K
Advisors Preferred, LLC 0.08% New 34,503 $514K
Coldstream Capital Management Inc. 0.01% Reduce -23.1% 33,948 $506K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -43.3% 33,894 $505K
Impact Investors, Inc 0.34% New 33,146 $494K
Franklin Resources Inc. 0.00% Add +6.6% 32,448 $483K
Farringdon Capital, Ltd. 0.10% Reduce -82.1% 32,114 $478K
Farther Finance Advisors, LLC 0.00% Add +0.1% 30,615 $476K
Versant Capital Management, Inc 0.05% Add +22.0% 31,258 $466K
New York State Common Retirement Fund 0.00% No change 30,586 $456K
Diversify Wealth Management, LLC 0.01% Add +191.2% 29,438 $452K
Quantbot Technologies LP 0.02% Reduce -68.6% 29,332 $437K
Janus Henderson Group PLC 0.00% Add +66.4% 29,296 $437K
Clearstead Advisors, LLC 0.00% Add +23423.0% 28,698 $428K
Ellevest, Inc. 0.06% Reduce -22.1% 28,666 $427K
HB Wealth Management, LLC 0.00% Add +1.9% 28,362 $423K
TD Waterhouse Canada Inc. 0.00% Reduce -94.9% 26,698 $415K
OneDigital Investment Advisors LLC 0.00% Reduce -25.4% 27,611 $411K
Sagespring Wealth Partners, LLC 0.01% Reduce -3.4% 27,544 $410K
Portside Wealth Group, LLC 0.05% Reduce -27.3% 25,992 $387K
Old National Bancorp 0.01% Add +9.9% 24,721 $368K
Wealth Alliance, LLC 0.04% Reduce -24.4% 23,777 $354K
Northwestern Mutual Wealth Management Co. 0.00% Add +18.0% 23,600 $352K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +36.8% 23,527 $351K
HUB Investment Partners, LLC 0.01% Add +7.3% 23,468 $350K
SYM FINANCIAL Corp 0.03% Add +0.1% 23,149 $345K
QP Wealth Management, LLC 0.58% Reduce -34.2% 22,551 $336K
Hardy Reed LLC 0.02% Reduce -0.1% 22,288 $332K
Commerce Bank 0.00% Reduce -1.7% 22,153 $330K
Blair William & Co. 0.00% Add +31.7% 21,848 $326K
Ascent Group, LLC 0.01% Add +3.2% 21,833 $325K
Principal Securities, Inc. 0.00% Add +2.5% 21,824 $325K
Thrivent Financial for Lutherans 0.00% Add +2.4% 21,780 $318K
Syon Capital LLC 0.02% Reduce -6.0% 21,181 $316K
Dynasty Wealth Management, LLC 0.00% Reduce -4.8% 21,166 $315K
IHT Wealth Management, LLC 0.01% Add +5.7% 21,063 $314K
Beacon Pointe Advisors, LLC 0.00% New 20,177 $301K
Waverly Advisors, LLC 0.00% Reduce -33.2% 20,170 $301K
GAMMA Investing LLC 0.01% Add +3.4% 20,146 $300K
Certior Financial Group, LLC 0.19% New 19,570 $292K
Commonwealth Equity Services, LLC 0.00% Reduce -10.8% 18,904 $282K
Mattson Financial Services, LLC 0.07% New 18,844 $281K
Aprio Wealth Management, LLC 0.02% Reduce -2.9% 18,730 $279K
Tower Research Capital LLC (TRC) 0.01% Add +729.8% 18,472 $275K
EverSource Wealth Advisors, LLC 0.01% Add +35.6% 18,245 $272K
Arlington Capital Management, Inc. 0.15% Add +4.8% 18,003 $268K
Brown Financial Advisors 0.10% New 17,690 $264K
Mgo One Seven LLC 0.01% Reduce -16.2% 17,182 $256K
Kingsview Wealth Management, LLC 0.00% Add +6.4% 16,836 $251K
Balyasny Asset Management L.P. 0.00% New 16,717 $249K
First Affirmative Financial Network 0.10% — 16,691 $249K
Norden Group LLC 0.02% Reduce -22.3% 16,644 $248K
Anchyra Partners LLC 0.07% Add +2.3% 16,512 $246K
Pure Financial Advisors, LLC 0.00% Add +55.7% 16,468 $245K
Gibbs Wealth Management 0.03% Add +45.6% 16,257 $242K
Wedbush Securities Inc. 0.01% Add +2.6% 16,232 $242K
Perigon Wealth Management, LLC 0.00% Add +1.6% 15,586 $232K
Baldwin Wealth Partners LLC 0.02% No change 15,516 $231K
Frec Markets, Inc. 0.04% Add +3.7% 15,050 $224K
Hilltop National Bank 0.05% Reduce -6.1% 14,494 $216K
Personal Cfo Solutions, LLC 0.03% Add +38.3% 13,971 $215K
Apollon Wealth Management, LLC 0.00% Add +22.1% 14,446 $215K
May Hill Capital, LLC 0.05% New 14,247 $212K
Trust Point Inc. 0.02% Add +28.3% 14,166 $211K
Savvy Advisors, Inc. 0.01% Add +37.5% 14,065 $210K
Prime Capital Investment Advisors, LLC 0.00% Reduce -11.5% 13,990 $208K
PDS Planning, Inc 0.01% No change 13,839 $206K
Cresset Asset Management, LLC 0.00% New 13,324 $201K
Parallel Advisors, LLC 0.00% Add +7.7% 13,153 $196K
State Street Corp. 0.00% No change 12,504 $195K
Brandes Investment Partners, LP 0.00% Reduce -97.4% 12,878 $192K
Cornerstone Select Advisors, LLC 0.12% Add +3.6% 12,858 $192K
Five Oceans Advisors 0.07% No change 12,684 $189K
Cwm, LLC 0.00% Add +27.5% 12,650 $188K
Checchi Capital Advisers, LLC 0.01% Add +2.2% 12,447 $185K
Pinnacle Wealth Management Advisory Group, LLC 0.01% New 12,323 $184K
Pinnacle Associates Ltd. 0.00% New 12,323 $184K
Sage Rhino Capital LLC 0.03% Add +2.0% 12,283 $183K
Greenleaf Trust 0.00% Reduce -10.8% 12,169 $181K
Jackson Thornton Wealth Management, LLC 0.02% New 10,890 $180K
Focus Partners Advisor Solutions, LLC 0.00% Add +15.9% 12,060 $180K
Advisory Services Network, LLC 0.00% New 12,046 $179K
Optas, LLC 0.03% Reduce -8.2% 11,791 $176K
Cromwell Holdings LLC 0.10% No change 10,973 $170K
Arkadios Wealth Advisors 0.00% Add +2.6% 11,396 $170K
Valeo Financial Advisors, LLC 0.00% Reduce -28.9% 11,389 $170K
Americana Partners, LLC 0.00% Add +0.4% 11,294 $168K
Kintra Wealth, LLC 0.01% Reduce -10.0% 11,266 $168K
Larson Financial Group LLC 0.01% Add +408.7% 11,247 $168K
Tidal Investments LLC 0.00% Reduce -48.2% 11,222 $167K
Brighton Jones LLC 0.00% New 11,000 $164K
Fiduciary Trust Co 0.00% Reduce -1.6% 10,915 $163K
U.S. Capital Wealth Advisors, LLC 0.00% Reduce -4.0% 10,869 $162K
Stephens Inc. 0.00% Reduce -24.9% 10,796 $161K
Traveka Wealth, LLC 0.06% Add +3.6% 10,489 $156K
IMC-Chicago, LLC 0.00% New 10,340 $154K
Elequin Capital, LP 0.05% New 10,317 $154K
World Investment Advisors 0.00% Reduce -4.1% 10,257 $153K
Horizon Investments, LLC 0.00% Add +70.7% 10,088 $150K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 10,039 $150K
Huntington National Bank 0.00% Add +14.9% 9,306 $139K
Basecamp Wealth Advisors LLC 0.03% No change 9,016 $134K
Addison Advisors LLC 0.02% Add +0.4% 7,263 $108K
Bruce G. Allen Investments, LLC 0.07% Add +4.5% 6,758 $101K
TD Private Client Wealth LLC 0.00% Reduce -61.7% 6,117 $91K
Brown Brothers Harriman & Co. 0.00% Add +59.5% 5,900 $88K
Spire Wealth Management 0.00% Reduce -89.3% 5,500 $82K
GHP Investment Advisors, Inc. 0.00% New 5,114 $76K
Accent Capital Management, LLC 0.04% Add +90.4% 4,904 $76K
Caitong International Asset Management Co., Ltd 0.01% Add +122.2% 4,881 $73K
SHP Wealth Management 0.01% Reduce -45.0% 4,662 $69K
Parkside Financial Bank & Trust 0.00% Reduce -2.9% 4,311 $64K
Federation des caisses Desjardins du Quebec 0.00% Reduce -12.1% 4,208 $63K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.8% 4,208 $63K
True Wealth Design, LLC 0.02% Add +20.1% 4,135 $62K
Allworth Financial LP 0.00% Reduce -18.0% 3,815 $57K
Owl Creek Wealth Partners LLC 0.02% — 3,685 $55K
Manchester Capital Management LLC 0.01% No change 3,546 $53K
Private Trust Co. NA 0.00% Reduce -17.7% 3,543 $53K
Arax Advisory Partners 0.00% Reduce -48.2% 3,513 $52K
Atlas Capital Advisors Inc. 0.01% Add +7.5% 3,439 $51K
Bessemer Group Inc. 0.00% Reduce -51.5% 2,811 $43K
SBI Securities Co., Ltd. 0.00% Add +1.9% 2,801 $42K
Rothschild Investment LLC 0.00% Add +23.3% 2,500 $37K
Zions Bancorporation, National Association 0.00% No change 2,393 $36K
Destiny Wealth Partners, LLC 0.00% New 2,275 $34K
Pinnacle Bancorp, Inc. 0.01% No change 2,219 $33K
Lanark Financial, Inc. 0.00% Reduce -37.3% 2,053 $31K
Twin Peaks Wealth Advisors, LLC 0.01% New 2,044 $30K
Rachor Investment Advisory Services, LLC 0.02% No change 1,970 $29K
Salomon & Ludwin, LLC 0.00% No change 1,825 $28K
MAI Capital Management 0.00% Add +90.1% 1,783 $27K
American National Bank & Trust 0.00% No change 1,771 $26K
Ancora Advisors LLC 0.00% Add +123.2% 1,614 $24K
Whipplewood Advisors, LLC 0.01% Add +1153.7% 1,542 $23K
JFS Wealth Advisors, LLC 0.00% No change 1,478 $22K
Harbour Investments, Inc. 0.00% Reduce -5.3% 1,445 $22K
TD Capital Management LLC 0.00% Reduce -1.6% 1,445 $22K
J.Safra Asset Management Corp 0.00% No change 1,384 $21K
Robinswood Financial LLC 0.01% No change 1,340 $20K
Intentional Wealth Strategies, LLC 0.02% — 1,255 $19K
IFP Advisors, Inc 0.00% Reduce -45.5% 1,230 $18K
Sound Income Strategies, LLC 0.00% Add +22.1% 1,093 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 1,137 $17K
Triumph Capital Management 0.00% Add +256.6% 1,102 $17K
Atlantic Union Bankshares Corp 0.00% No change 1,062 $16K
Key Financial Inc 0.00% Add +60.5% 1,008 $15K
Anfield Capital Management, LLC 0.00% New 945 $14K
Grove Bank & Trust 0.00% Add +6.7% 848 $13K
Essential Partners LLC 0.00% Add +37.1% 828 $12K
National Bank of Canada 0.00% Reduce -32.9% 825 $12K
Cornerstone Planning Group LLC 0.00% Reduce -1.3% 827 $12K
First Command Advisory Services, Inc. 0.00% New 763 $12K
GW&K Investment Management, LLC 0.00% Add +50.9% 815 $12K
Root Financial Partners, LLC 0.00% Reduce -49.2% 791 $12K
Retirement Wealth Solutions LLC 0.01% Reduce -7.4% 780 $12K
Transamerica Financial Advisors, LLC 0.00% Add +4.8% 714 $11K
Bell Investment Advisors, Inc 0.00% Reduce -26.3% 731 $11K
SJS Investment Consulting Inc. 0.00% No change 728 $11K
WealthCollab, LLC 0.00% No change 645 $10K
Innovative Asset Advisors Group, LLC 0.01% — 625 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 617 $9K
Raffa Wealth Management, LLC 0.00% Reduce -11.1% 614 $9K
Rossby Financial, LCC 0.00% New 578 $9K
Cassaday & Co Wealth Management LLC 0.00% New 601 $9K
Bravera Wealth 0.00% No change 593 $9K
Nisa Investment Advisors, LLC 0.00% Add +11.4% 557 $9K
WPG Advisers, LLC 0.01% No change 546 $8K
Signature Equity Partners, LLC 0.00% No change 546 $8K
Manning & Napier Advisors LLC 0.00% Reduce -7.3% 543 $8K
Salem Investment Counselors Inc. 0.00% New 500 $8K
Bare Financial Services, Inc 0.00% Add +38.8% 472 $7K
Benson Wealth Management INC 0.01% No change 470 $7K
Creative Financial Designs Inc. 0.00% Add +504.1% 447 $7K
Highline Wealth Partners LLC 0.00% No change 424 $6K
EFG International AG 0.00% New 344 $5K
Ameriflex Group, Inc. 0.00% No change 336 $5K
Federated Hermes, Inc. 0.00% Add +76.8% 336 $5K
Cullen/Frost Bankers, Inc. 0.00% Reduce -13.2% 302 $4K
HighMark Wealth Management LLC 0.00% No change 302 $4K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 300 $4K
Cornerstone Financial Management LLC 0.00% Add +46.0% 295 $4K
Arlington Trust Co LLC 0.00% New 288 $4K
IMA Advisory Services, Inc. 0.00% Reduce -5.8% 276 $4K
Plante Moran Financial Advisors, LLC 0.00% No change 266 $4K
Park Place Capital Corp 0.00% No change 265 $4K
CVA Family Office, LLC 0.00% No change 257 $4K
Principia Wealth Advisory, LLC 0.00% Add +8.5% 255 $4K
North Star Investment Management Corp. 0.00% Add +35.4% 245 $4K
RMG Wealth Management LLC 0.00% New 229 $4K
Kilter Group LLC 0.00% Add +26.5% 239 $4K
JNBA Financial Advisors 0.00% No change 212 $3K
Provenance Wealth Advisors, LLC 0.00% No change 206 $3K
Hughes Financial Services, LLC 0.00% No change 205 $3K
UMB Bank, n.a. 0.00% No change 205 $3K
CX Institutional 0.00% No change 234 $3K
Lodestone Wealth Management LLC 0.00% No change 197 $3K
City Holding Co. 0.00% No change 195 $3K
MBM Wealth Consultants, LLC 0.00% New 189 $3K
Physician Wealth Advisors, Inc. 0.00% No change 182 $3K
Dogwood Wealth Management LLC 0.00% Reduce -90.3% 174 $3K
Financial Consulate, Inc. 0.00% Add +229.4% 168 $3K
Activest Wealth Management 0.00% No change 169 $3K
Key Capital Management, INC 0.00% New 168 $3K
Nemes Rush Group LLC 0.00% Reduce -23.0% 154 $2K
NFJ Investment Group, LLC 0.00% No change 153 $2K
Private Wealth Asset Management, LLC 0.00% No change 147 $2K
Armstrong Advisory Group, Inc. 0.00% No change 146 $2K
Independence Bank of Kentucky 0.00% No change 134 $2K
MV Capital Management, Inc. 0.00% Add +190.7% 125 $2K
Burk Holdings LLC 0.00% New 100 $1K
LRI Investments, LLC 0.00% No change 94 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 80 $1K
MidFirst Bank 0.00% New 80 $1K
Frazier Financial Advisors, LLC 0.00% New 77 $1K
Godfrey Financial Associates, Inc. 0.00% No change 75 $1K
Albion Financial Group 0.00% New 71 $1K
First Pacific Financial 0.00% No change 71 $1K
St Germain D J Co. Inc. 0.00% No change 65 $969
American Capital Advisory, LLC 0.00% No change 62 $924
Financial Network Wealth Advisors LLC 0.00% New 59 $879
CoreCap Advisors, LLC 0.00% No change 55 $820
CENTRAL TRUST Co 0.00% Reduce -22.4% 52 $775
Purpose Unlimited Inc. 0.00% New 40 $597
Virtus Advisers, LLC 0.00% No change 34 $507
Beaird Harris Wealth Management, LLC 0.00% No change 34 $502
Asset Dedication, LLC 0.00% New 31 $462
Abound Wealth Management 0.00% No change 30 $447
Mather Group, Llc. 0.00% New 25 $380
JPL Wealth Management, LLC 0.00% New 17 $254
Toth Financial Advisory Corp. 0.00% No change 17 $254
Stone House Investment Management, LLC 0.00% New 3 $45

"% 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.