Banco Santander SA-Spon ADRSAN
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 520 institutions reported holding Banco Santander SA-Spon ADR (SAN) in their 13F filings, up 57 from Q2 2025. 103 opened new positions and 43 sold out. The largest holders were Fisher Asset Management ($1.1B), Morgan Stanley ($570.0M) and FMR LLC ($357.6M). 5 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Banco Santander SA-Spon ADR
- CUSIP
- 05964H105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $127.5M |
| Exits | 43 | $9.5M |
All 13F filers, Q2 2025 → Q3 2025: 68,367,707 shares bought and 20,949,589 shares sold, net +47,418,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 520 holders
| Fisher Asset Management | 0.41% | Reduce -8.5% | 107,629,107 | $1.1B |
| Morgan Stanley | 0.03% | Add +80.3% | 54,389,986 | $570.0M |
| FMR LLC | 0.02% | Add +8.9% | 34,119,369 | $357.6M |
| Mondrian Investment Partners LTD | 4.72% | — | 26,989,068 | $282.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +0.6% | 17,638,485 | $184.9M |
| Capital International Investors | 0.02% | Add +67.5% | 14,529,024 | $149.5M |
| Chevy Chase Trust Holdings, LLC | 0.40% | Reduce -3.5% | 13,981,403 | $146.5M |
| BlackRock, Inc. | 0.00% | Add +10.2% | 13,726,960 | $143.9M |
| Northern Trust Corp. | 0.02% | Add +8.4% | 12,844,029 | $134.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.1% | 10,918,919 | $114.4M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Reduce -25.0% | 10,733,040 | $112.5M |
| Lazard Asset Management LLC | 0.13% | Add +20.5% | 9,211,673 | $96.5M |
| Clearbridge Investments, LLC | 0.07% | New | 9,133,900 | $95.7M |
| CIBC Private Wealth Group LLC | 0.16% | Add +4.4% | 8,981,872 | $94.1M |
| Todd Asset Management LLC | 1.58% | Reduce -5.5% | 7,436,332 | $77.9M |
| Clark Capital Management Group, Inc. | 0.47% | Add +26.2% | 7,156,053 | $75.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +85.0% | 5,552,931 | $58.2M |
| Teachers Retirement System of the State of Kentucky | 0.36% | Reduce -3.3% | 4,512,360 | $47.3M |
| Bank of America Corp. | 0.00% | Reduce -9.6% | 4,318,369 | $45.3M |
| American Century Companies Inc. | 0.02% | Add +19.4% | 4,316,844 | $45.2M |
| Raymond James Financial Inc. | 0.01% | Add +225.3% | 4,100,768 | $43.0M |
| Royal Bank of Canada | 0.01% | Add +21.6% | 4,081,808 | $42.8M |
| Wells Fargo & Company | 0.01% | Add +53.0% | 3,777,747 | $39.6M |
| Natixis Advisors, LLC | 0.05% | Add +17.5% | 3,286,999 | $34.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.3% | 2,954,166 | $31.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +18.3% | 1,978,367 | $20.7M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +2.6% | 1,918,823 | $20.1M |
| Creative Planning | 0.01% | Add +3.1% | 1,781,988 | $18.7M |
| Barometer Capital Management Inc. | 3.95% | Reduce -4.9% | 1,671,913 | $17.3M |
| Citigroup Inc. | 0.01% | Add +0.1% | 1,481,461 | $15.5M |
| LPL Financial LLC | 0.00% | Add +59.2% | 1,451,335 | $15.2M |
| Steamboat Capital Partners, LLC | 3.77% | Reduce -6.6% | 1,377,546 | $14.4M |
| Oppenheimer & Co. Inc. | 0.17% | Add +114.6% | 1,335,219 | $14.0M |
| Quantinno Capital Management LP | 0.04% | Add +42.8% | 1,320,531 | $13.8M |
| Crossmark Global Holdings, Inc. | 0.20% | Add +4.6% | 1,280,253 | $13.4M |
| QRG Capital Management, Inc. | 0.16% | Reduce -42.6% | 1,267,924 | $13.3M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.3% | 1,179,588 | $12.4M |
| AQR Capital Management | 0.01% | Add +56.0% | 1,038,750 | $10.9M |
| Bank of New York Mellon Corp | 0.00% | Add +6.8% | 991,785 | $10.4M |
| Mariner, LLC | 0.01% | Add +6.0% | 981,026 | $10.3M |
| Stifel Financial Corp. | 0.01% | Add +59.9% | 963,297 | $10.1M |
| Cerity Partners LLC | 0.02% | Add +11.3% | 942,244 | $9.9M |
| Pathstone Holdings, LLC | 0.03% | Add +0.4% | 864,383 | $9.1M |
| Sei Investments Co. | 0.01% | Add +3.6% | 788,073 | $8.3M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +102.9% | 737,924 | $7.7M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +1.6% | 724,982 | $7.6M |
| Osaic Holdings, Inc. | 0.01% | Add +533.0% | 699,284 | $7.3M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -0.6% | 694,455 | $7.3M |
| MML Investors Services, LLC | 0.02% | Add +100.5% | 663,347 | $7.0M |
| US Bancorp \de | 0.01% | Add +35.2% | 623,797 | $6.5M |
| First Trust Advisors LP | 0.00% | Reduce -10.8% | 615,339 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +95.6% | 611,145 | $6.4M |
| State Street Corp. | 0.00% | Reduce -1.6% | 528,849 | $5.6M |
| Quadrant Capital Group LLC | 0.18% | Add +3.4% | 528,608 | $5.5M |
| Factory Mutual Insurance Co. | 0.05% | New | 515,311 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +12.6% | 514,156 | $5.4M |
| Capital Wealth Planning, LLC | 0.04% | Add +31.7% | 500,176 | $5.2M |
| TD Waterhouse Canada Inc. | 0.03% | Add +52.4% | 500,590 | $5.2M |
| Tudor Investment Corporation | 0.03% | New | 494,324 | $5.2M |
| Vident Advisory, LLC | 0.05% | Add +13.6% | 494,141 | $5.2M |
| UBS Group AG | 0.00% | Reduce -50.9% | 429,411 | $4.5M |
| Park Avenue Securities LLC | 0.03% | Add +23.3% | 426,022 | $4.5M |
| Castleark Management LLC | 0.12% | No change | 405,515 | $4.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.17% | Add +2.8% | 401,882 | $4.2M |
| Ritholtz Wealth Management | 0.08% | Add +3.0% | 398,805 | $4.2M |
| Cibc World Market Inc. | 0.01% | Add +2.8% | 398,436 | $4.2M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +25.2% | 393,150 | $4.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.7% | 389,905 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.9% | 377,917 | $4.0M |
| Ethic Inc. | 0.06% | Reduce -0.7% | 375,585 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Add +9.7% | 374,714 | $3.9M |
| Nwam LLC | 0.20% | Reduce -32.1% | 382,714 | $3.8M |
| Naviter Wealth, LLC | 0.43% | Add +3.2% | 355,996 | $3.7M |
| Marietta Investment Partners LLC | 0.71% | Add +0.8% | 352,750 | $3.7M |
| Signaturefd, LLC | 0.06% | Add +3.8% | 344,205 | $3.6M |
| National Bank of Canada | 0.00% | Add +267.4% | 342,738 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +4.3% | 341,749 | $3.6M |
| Arlington Capital Management, Inc. | 2.28% | Add +5.8% | 341,096 | $3.6M |
| NewEdge Wealth, LLC | 0.05% | Add +4.2% | 346,584 | $3.5M |
| Walleye Capital LLC | 0.03% | Add +435.4% | 334,820 | $3.5M |
| Callan Family Office, LLC | 0.11% | Reduce -18.8% | 324,982 | $3.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -21.7% | 324,452 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +15.1% | 317,482 | $3.3M |
| Rhumbline Advisers | 0.00% | Reduce -10.6% | 311,834 | $3.3M |
| Corient Private Wealth LP | 0.01% | Add +7.2% | 311,111 | $3.3M |
| Integrated Quantitative Investments LLC | 0.92% | Reduce -41.8% | 309,914 | $3.2M |
| Citadel Advisors | 0.00% | Add +1447.6% | 307,781 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Reduce -33.1% | 306,442 | $3.2M |
| Calamos Wealth Management LLC | 0.11% | Add +8.5% | 292,040 | $3.1M |
| CacheTech Inc. | 0.60% | Reduce -17.6% | 283,658 | $3.0M |
| Bank of Montreal | 0.00% | Add +125.1% | 275,131 | $2.9M |
| Adams Wealth Management | 0.58% | Reduce -24.4% | 260,236 | $2.7M |
| Focus Partners Wealth | 0.00% | Add +44.1% | 249,785 | $2.7M |
| Forum Financial Management, LP | 0.04% | No change | 254,344 | $2.7M |
| Pekin Hardy Strauss, Inc. | 0.26% | Add +3.3% | 249,110 | $2.6M |
| Zions Bancorporation, National Association | 0.13% | Add +29.1% | 245,231 | $2.6M |
| Scotia Capital Inc. | 0.01% | Reduce -3.6% | 240,956 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -11.5% | 234,396 | $2.5M |
| Guardian Capital LP | 0.08% | Add +61.7% | 228,126 | $2.4M |
| Compound Planning, Inc. | 0.08% | Add +16.4% | 225,879 | $2.4M |
| American Trust Investment Advisors, LLC | 1.20% | Reduce -14.1% | 222,360 | $2.3M |
| Ieq Capital, LLC | 0.01% | Add +72.6% | 222,295 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Add +28.9% | 219,137 | $2.3M |
| Raelipskie Partnership | 0.97% | No change | 216,402 | $2.3M |
| TrueMark Investments, LLC | 0.39% | Reduce -20.6% | 215,429 | $2.3M |
| Evergreen Capital Management LLC | 0.05% | Add +37.4% | 214,955 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +18.8% | 206,461 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Add +0.7% | 204,572 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +24.7% | 201,558 | $2.1M |
| HRT Financial LP | 0.01% | New | 194,635 | $2.0M |
| Caprock Group, LLC | 0.05% | — | 207,427 | $2.0M |
| SIH Partners, LLLP | 0.17% | No change | 181,100 | $1.9M |
| United Capital Financial Advisors, LLC | 0.01% | Add +27.3% | 178,090 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +78.9% | 177,273 | $1.9M |
| Dynasty Wealth Management, LLC | 0.02% | New | 166,335 | $1.7M |
| Flow Traders U.S. LLC | 0.07% | New | 164,438 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +57.9% | 163,199 | $1.7M |
| Verdence Capital Advisors LLC | 0.10% | Add +23.5% | 169,247 | $1.7M |
| Jain Global LLC | 0.02% | New | 156,498 | $1.6M |
| Ballentine Partners, LLC | 0.02% | Reduce -3.1% | 155,351 | $1.6M |
| DGS Capital Management, LLC | 0.29% | Reduce -1.7% | 153,397 | $1.6M |
| M&T Bank Corp | 0.01% | Add +3.7% | 151,810 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.2% | 155,267 | $1.5M |
| &partners | 0.01% | Add +66.7% | 146,756 | $1.5M |
| Venture Visionary Partners LLC | 0.05% | Add +0.3% | 136,028 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.8% | 135,655 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +29.5% | 135,388 | $1.4M |
| Glenmede Investment Management, LP | 0.01% | Add +6.8% | 134,456 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.9% | 134,266 | $1.4M |
| AlphaCore Capital LLC | 0.05% | Add +742.7% | 132,575 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +5.6% | 132,219 | $1.4M |
| Smartleaf Asset Management LLC | 0.08% | Add +13.0% | 131,564 | $1.4M |
| Choreo, LLC | 0.02% | Add +6.3% | 128,589 | $1.3M |
| Public Employees Retirement System of Ohio | 0.00% | No change | 126,946 | $1.3M |
| Fifth Third Bancorp | 0.00% | Reduce -17.8% | 125,921 | $1.3M |
| Lockheed Martin Investment Management Co. | 0.05% | Reduce -7.6% | 125,290 | $1.3M |
| Marks Group Wealth Management, Inc | 0.12% | Add +1048.8% | 123,974 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.5% | 123,181 | $1.3M |
| Savant Capital, LLC | 0.01% | Reduce -5.0% | 122,100 | $1.3M |
| Aaron Wealth Advisors LLC | 0.07% | Reduce -7.1% | 117,379 | $1.2M |
| Summit Global Investments | 0.07% | Add +8.1% | 116,470 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.9% | 111,237 | $1.2M |
| Invesco Ltd. | 0.00% | Add +161.0% | 111,124 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -0.6% | 106,703 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -7.1% | 110,273 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +156.6% | 105,785 | $1.1M |
| Legacy Wealth Asset Management, LLC | 0.26% | Reduce -0.1% | 103,615 | $1.1M |
| Baron Wealth Management LLC | 0.34% | Add +3.0% | 98,158 | $1.0M |
| Walleye Trading LLC | 0.02% | Reduce -2.2% | 96,502 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Add +127.1% | 92,223 | $966K |
| Archford Capital Strategies, LLC | 0.11% | Add +16.1% | 91,166 | $955K |
| Acadian Asset Management LLC | 0.00% | No change | 89,716 | $940K |
| Assetmark, Inc. | 0.00% | Add +71.0% | 88,374 | $926K |
| Mather Group, Llc. | 0.01% | No change | 88,265 | $925K |
| Regions Financial Corp. | 0.01% | Reduce -44.6% | 86,613 | $908K |
| Janney Montgomery Scott LLC | 0.00% | Add +20.1% | 84,914 | $890K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +19.2% | 84,508 | $886K |
| CIBC Asset Management Inc | 0.00% | Add +113.5% | 82,930 | $869K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -32.9% | 82,108 | $861K |
| Qtron Investments LLC | 0.11% | Add +22.8% | 82,051 | $860K |
| Parallel Advisors, LLC | 0.02% | Reduce -1.3% | 81,606 | $855K |
| Coldstream Capital Management Inc. | 0.01% | Add +35.9% | 81,329 | $852K |
| Gallacher Capital Management LLC | 0.33% | Add +1.4% | 80,790 | $847K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -9.9% | 80,530 | $844K |
| Myriad Asset Management US LP | 0.45% | New | 79,323 | $831K |
| Kathmere Capital Management, LLC | 0.06% | Add +15.9% | 78,632 | $824K |
| Arax Advisory Partners | 0.01% | Add +136.4% | 78,307 | $821K |
| Greenleaf Trust | 0.01% | Add +19.7% | 76,298 | $800K |
| Waterfront Wealth Inc. | 0.16% | Reduce -62.3% | 81,547 | $793K |
| Gabelli Funds LLC | 0.01% | No change | 75,000 | $786K |
| Venturi Wealth Management, LLC | 0.04% | Add +7.2% | 74,228 | $778K |
| Merit Financial Group, LLC | 0.01% | Add +19.6% | 73,068 | $766K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +59.0% | 72,630 | $761K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +6.9% | 71,939 | $754K |
| Bleakley Financial Group, LLC | 0.02% | Add +24.5% | 70,163 | $735K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +2.4% | 69,008 | $723K |
| Leuthold Group, LLC | 0.08% | No change | 68,900 | $722K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Reduce -1.0% | 68,473 | $718K |
| Versant Capital Management, Inc | 0.10% | Reduce -3.6% | 68,277 | $716K |
| Sivia Capital Partners, LLC | 0.20% | Reduce -4.6% | 67,498 | $707K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.4% | 67,022 | $702K |
| HB Wealth Management, LLC | 0.00% | Add +17.2% | 66,834 | $700K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -2.0% | 66,469 | $697K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -74.4% | 65,093 | $682K |
| PDS Planning, Inc | 0.05% | Add +6.0% | 64,842 | $680K |
| GAMMA Investing LLC | 0.04% | Add +10.0% | 64,837 | $679K |
| Orca Wealth Management, LLC | 0.51% | No change | 64,678 | $678K |
| Syon Capital LLC | 0.04% | Add +51.4% | 64,600 | $677K |
| Franklin Resources Inc. | 0.00% | Add +5.2% | 63,822 | $669K |
| Hantz Financial Services, Inc. | 0.01% | Add +269.8% | 63,409 | $665K |
| Five Oceans Advisors | 0.24% | No change | 62,971 | $660K |
| Valeo Financial Advisors, LLC | 0.01% | Add +8.6% | 59,865 | $627K |
| Ascent Group, LLC | 0.02% | Add +3.2% | 58,489 | $613K |
| Verition Fund Management LLC | 0.00% | New | 57,207 | $600K |
| Pitcairn Co. | 0.05% | Reduce -19.1% | 57,161 | $599K |
| Sage Rhino Capital LLC | 0.11% | Add +1.6% | 53,176 | $557K |
| Hilltop Holdings Inc. | 0.03% | Add +30.5% | 50,699 | $531K |
| West Family Investments, Inc. | 0.12% | Add +2.0% | 49,186 | $515K |
| Strategic Global Advisors, LLC | 0.08% | Reduce -0.3% | 47,330 | $496K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -20.1% | 46,654 | $489K |
| HUB Investment Partners, LLC | 0.02% | Add +3.8% | 46,590 | $488K |
| Aviso Financial Inc. | 0.02% | Add +54.5% | 44,920 | $471K |
| Legacy Financial Advisors, Inc. | 0.06% | New | 44,826 | $470K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.6% | 44,481 | $469K |
| Keybank National Association | 0.00% | Add +16.2% | 44,633 | $468K |
| Florida Trust Wealth Management Co | 0.01% | No change | 43,964 | $461K |
| Kestra Advisory Services, LLC | 0.00% | Add +28.8% | 43,959 | $461K |
| Aprio Wealth Management, LLC | 0.05% | Add +8.5% | 43,837 | $459K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +44.5% | 43,313 | $454K |
| Cwm, LLC | 0.00% | Add +27.2% | 43,164 | $452K |
| Wealth Alliance, LLC | 0.05% | New | 42,996 | $451K |
| Millennium Management | 0.00% | Reduce -60.6% | 42,386 | $444K |
| Trust Point Inc. | 0.04% | Add +18.6% | 41,928 | $439K |
| Summit Trail Advisors, LLC | 0.01% | Add +49.8% | 41,625 | $436K |
| Allworth Financial LP | 0.00% | Add +3.9% | 41,567 | $436K |
| Wedbush Securities Inc. | 0.01% | New | 41,214 | $432K |
| HighPoint Advisor Group LLC | 0.02% | Add +17.7% | 41,101 | $431K |
| Portside Wealth Group, LLC | 0.06% | New | 40,447 | $424K |
| Cadence Bank | 0.03% | No change | 40,411 | $424K |
| Global Retirement Partners, LLC | 0.01% | Add +9.4% | 40,369 | $423K |
| Clarius Group, LLC | 0.02% | Reduce -20.6% | 39,993 | $419K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +24.3% | 39,974 | $419K |
| Lido Advisors, LLC | 0.00% | Add +28.6% | 39,757 | $417K |
| Seven Mile Advisory | 0.07% | Add +0.9% | 38,496 | $403K |
| Insigneo Advisory Services, LLC | 0.03% | Add +89.5% | 38,033 | $399K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +15.5% | 37,935 | $398K |
| Wealthstream Advisors, Inc. | 0.06% | Add +14.0% | 37,698 | $395K |
| Group One Trading LLC | 0.01% | New | 37,538 | $393K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 37,331 | $391K |
| Wedmont Private Capital | 0.01% | Add +0.6% | 39,186 | $391K |
| Brooklyn Investment Group | 0.05% | Reduce -1.3% | 47,179 | $389K |
| Cromwell Holdings LLC | 0.21% | No change | 36,753 | $385K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.1% | 36,200 | $379K |
| LVW Advisors, LLC | 0.04% | Reduce -6.6% | 36,128 | $379K |
| Aquatic Capital Management LLC | 0.01% | New | 35,661 | $374K |
| SYM FINANCIAL Corp | 0.04% | Add +3.6% | 34,862 | $365K |
| Traveka Wealth, LLC | 0.16% | Add +0.5% | 34,343 | $360K |
| 1834 Investment Advisors Co. | 0.04% | No change | 34,203 | $358K |
| Wolverine Trading, LLC | 0.01% | New | 34,773 | $358K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -21.1% | 33,937 | $356K |
| Roehl & Yi Investment Advisors, LLC | 0.15% | New | 33,772 | $354K |
| Integrated Wealth Concepts LLC | 0.00% | Add +8.8% | 33,580 | $352K |
| Old National Bancorp | 0.01% | Reduce -3.8% | 33,167 | $348K |
| Ascentis Independent Advisors | 0.06% | Reduce -1.6% | 32,852 | $344K |
| Natural Investments, LLC | 0.09% | Reduce -6.2% | 32,828 | $344K |
| 1832 Asset Management L.P. | 0.00% | New | 32,621 | $342K |
| Sowell Financial Services LLC | 0.01% | Add +59.8% | 32,138 | $337K |
| Axxcess Wealth Management, LLC | 0.01% | Add +166.3% | 31,971 | $335K |
| VSM Wealth Advisory, LLC | 0.10% | Reduce -13.7% | 31,608 | $331K |
| Huntington National Bank | 0.00% | Add +7.4% | 31,454 | $330K |
| Seeds Investor LLC | 0.07% | Reduce -4.2% | 30,726 | $322K |
| PFW Advisors LLC | 0.09% | Add +1.8% | 30,364 | $318K |
| Jones Financial Companies LLLP | 0.00% | Add +47.3% | 30,586 | $318K |
| Keel Point, LLC | 0.02% | Add +2.0% | 29,877 | $313K |
| Syverson Strege & Co | 0.07% | Reduce -20.2% | 29,633 | $311K |
| Ellevest, Inc. | 0.04% | Reduce -0.4% | 29,380 | $308K |
| Benjamin Edwards Inc. | 0.00% | Add +39.0% | 29,171 | $306K |
| Bridgewater Advisors Inc. | 0.02% | Add +1.5% | 29,479 | $303K |
| Optas, LLC | 0.05% | Add +1.6% | 28,752 | $301K |
| Norden Group LLC | 0.03% | New | 28,743 | $301K |
| Riversedge Advisors, LLC | 0.05% | Add +11.5% | 28,439 | $298K |
| Earned Wealth Advisors, LLC | 0.05% | Add +5.1% | 27,887 | $292K |
| IHT Wealth Management, LLC | 0.01% | Add +36.0% | 27,839 | $292K |
| Abel Hall, LLC | 0.12% | Reduce -1.0% | 27,548 | $289K |
| GFS Advisors, LLC | 0.04% | No change | 27,358 | $287K |
| Prospera Financial Services Inc | 0.00% | New | 27,113 | $284K |
| Thrivent Financial for Lutherans | 0.00% | New | 27,074 | $284K |
| NorthCoast Asset Management LLC | 0.00% | Add +5.5% | 26,824 | $281K |
| Hollencrest Capital Management | 0.01% | No change | 26,788 | $281K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 26,513 | $278K |
| Advisory Services Network, LLC | 0.00% | Add +8.6% | 26,236 | $275K |
| D'Orazio & Associates, Inc. | 0.04% | Add +1.6% | 26,074 | $273K |
| Hoxton Planning & Management, LLC | 0.09% | Add +105.5% | 25,863 | $271K |
| Intrust Bank NA | 0.02% | Add +62.2% | 25,508 | $267K |
| Snowden Capital Advisors LLC | 0.01% | Add +15.9% | 25,454 | $267K |
| Xponance LLC | 0.00% | Add +23.8% | 24,837 | $260K |
| Westend Capital Management, LLC | 0.08% | Add +2.7% | 24,828 | $260K |
| May Hill Capital, LLC | 0.08% | Add +2.3% | 24,713 | $259K |
| Snider Financial Group | 0.07% | Reduce -2.0% | 24,407 | $256K |
| Csenge Advisory Group | 0.01% | Add +26.1% | 24,240 | $254K |
| AlTi Global, Inc. | 0.01% | Reduce -10.6% | 24,223 | $254K |
| Activest Wealth Management | 0.05% | No change | 24,141 | $253K |
| a16z Perennial Management, L.P. | 0.02% | New | 23,859 | $250K |
| Saturna Capital Corp. | 0.00% | Add +35.9% | 23,775 | $249K |
| GeoWealth Management, LLC | 0.01% | Reduce -1.9% | 23,294 | $244K |
| Arkadios Wealth Advisors | 0.01% | New | 23,132 | $242K |
| Anchor Investment Management, LLC | 0.02% | No change | 23,000 | $241K |
| Barclays PLC | 0.00% | New | 22,965 | $241K |
| First Affirmative Financial Network | 0.11% | Reduce -22.8% | 22,880 | $240K |
| Sovran Advisors, LLC | 0.02% | Add +53.9% | 23,283 | $238K |
| Eagle Strategies LLC | 0.03% | No change | 22,419 | $235K |
| New Republic Capital, LLC | 0.07% | Add +16.3% | 22,343 | $234K |
| Impact Capital Partners LLC | 0.07% | Add +0.1% | 22,272 | $233K |
| Mgo One Seven LLC | 0.01% | New | 22,191 | $233K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.5% | 22,103 | $232K |
| Certuity, LLC | 0.02% | Reduce -4.4% | 22,059 | $231K |
| CogentBlue Wealth Advisors, LLC | 0.16% | Add +10.5% | 21,813 | $229K |
| Icon Wealth Advisors, LLC | 0.02% | New | 21,466 | $225K |
| Global Trust Asset Management, LLC | 0.10% | Reduce -23.2% | 21,400 | $224K |
| Nilsine Partners, LLC | 0.02% | Add +22.5% | 21,120 | $221K |
| Cresset Asset Management, LLC | 0.00% | Add +10.3% | 20,982 | $220K |
| World Investment Advisors | 0.00% | Add +53.0% | 20,849 | $219K |
| Aventura Private Wealth, LLC | 0.08% | New | 20,665 | $217K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.2% | 20,560 | $215K |
| Blue Barn Wealth, LLC | 0.09% | New | 20,449 | $214K |
| Performance Wealth Partners, LLC | 0.01% | New | 20,294 | $213K |
| SG Americas Securities, LLC | 0.00% | New | 20,155 | $211K |
| Personal Cfo Solutions, LLC | 0.04% | Add +27.2% | 20,132 | $211K |
| Farther Finance Advisors, LLC | 0.00% | Add +52.2% | 20,086 | $211K |
| Brighton Jones LLC | 0.01% | Add +48.8% | 20,078 | $210K |
| Foster Group, Inc. | 0.01% | Add +14.8% | 20,037 | $210K |
| Hancock Whitney Corp. | 0.00% | Add +30.9% | 19,918 | $209K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +5.5% | 19,756 | $207K |
| Rehmann Capital Advisory Group | 0.01% | New | 19,751 | $207K |
| Leavell Investment Management, Inc. | 0.01% | Add +6.0% | 19,617 | $206K |
| Sunpointe, LLC | 0.07% | Reduce -4.0% | 19,507 | $204K |
| Sage Mountain Advisors LLC | 0.01% | Add +37.4% | 19,450 | $204K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +33.2% | 19,347 | $203K |
| Brucke Financial, Inc. | 0.12% | New | 19,951 | $203K |
| Ariadne Wealth Management, LP | 0.09% | Reduce -3.3% | 18,328 | $200K |
| Bangor Savings Bank | 0.02% | Reduce -15.5% | 18,536 | $194K |
| HBK Sorce Advisory LLC | 0.00% | Add +0.2% | 19,464 | $192K |
| Phillips Wealth Planners LLC | 0.16% | New | 18,942 | $192K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 17,871 | $187K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 17,859 | $187K |
| Baker Tilly Wealth Management, LLC | 0.04% | New | 17,841 | $187K |
| GC Wealth Management RIA, LLC | 0.01% | New | 17,433 | $183K |
| Procyon Advisors, LLC | 0.01% | New | 17,231 | $181K |
| Perigon Wealth Management, LLC | 0.00% | Add +48.6% | 17,044 | $179K |
| Choate Investment Advisors | 0.00% | Add +3.8% | 16,925 | $177K |
| Elm Partners Management LLC | 0.01% | New | 16,760 | $176K |
| Vanguard Group Inc. | 0.00% | No change | 16,687 | $175K |
| Fiduciary Financial Group, LLC | 0.03% | Add +6.7% | 16,554 | $173K |
| Samalin Investment Counsel, LLC | 0.06% | New | 16,505 | $173K |
| Flputnam Investment Management Co. | 0.00% | Add +4.5% | 16,466 | $173K |
| Moors & Cabot, Inc. | 0.01% | Reduce -17.1% | 16,244 | $170K |
| Stratos Investment Management, LLC | 0.01% | Add +7.1% | 15,865 | $166K |
| Enterprise Financial Services Corp | 0.09% | Reduce -9.7% | 15,844 | $166K |
| Carrera Capital Advisors | 0.03% | Reduce -52.5% | 15,542 | $163K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +20.2% | 15,267 | $160K |
| Gibbs Wealth Management | 0.04% | New | 15,120 | $158K |
| Addison Advisors LLC | 0.04% | Add +6.8% | 15,087 | $158K |
| Fulcrum Equity Management | 0.16% | No change | 14,967 | $157K |
| Waverly Advisors, LLC | 0.00% | Add +13.2% | 14,889 | $156K |
| Dynamic Advisor Solutions LLC | 0.00% | New | 14,864 | $156K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +36.7% | 14,757 | $155K |
| Hotchkis & Wiley Capital Management LLC | 0.00% | Reduce -75.3% | 14,750 | $155K |
| Summit Financial, LLC | 0.00% | Reduce -0.2% | 14,733 | $154K |
| Alliancebernstein L.P. | 0.00% | Add +8.3% | 14,625 | $153K |
| Diversified Trust Co. | 0.00% | Reduce -14.5% | 14,515 | $152K |
| Stiles Financial Services Inc | 0.05% | No change | 14,293 | $150K |
| Jackson Thornton Wealth Management, LLC | 0.01% | Add +15.7% | 14,593 | $148K |
| SVB Wealth LLC | 0.01% | Reduce -35.1% | 13,839 | $145K |
| AE Wealth Management LLC | 0.00% | Reduce -25.5% | 13,756 | $144K |
| Intergy Private Wealth, LLC | 0.04% | Add +5.0% | 13,605 | $143K |
| X-Square Capital, LLC | 0.04% | No change | 13,127 | $138K |
| Stephens Inc. | 0.00% | New | 13,039 | $137K |
| Brown Advisory Inc. | 0.00% | Reduce -28.7% | 13,035 | $137K |
| BigSur Wealth Management LLC | 0.03% | No change | 12,986 | $136K |
| Diversify Advisory Services, LLC | 0.00% | Add +19.6% | 13,248 | $135K |
| Petros Family Wealth, LLC | 0.11% | New | 12,781 | $134K |
| Freestone Capital Holdings, LLC | 0.00% | New | 12,763 | $134K |
| Avestar Capital, LLC | 0.01% | New | 12,710 | $133K |
| Evoke Wealth, LLC | 0.00% | Add +25.6% | 12,649 | $133K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 12,598 | $132K |
| Bulltick Wealth Management, LLC | 0.03% | No change | 12,543 | $131K |
| BIP Wealth, LLC | 0.01% | New | 12,185 | $128K |
| Resonant Capital Advisors, LLC | 0.01% | New | 12,088 | $127K |
| Diversified Enterprises, LLC | 0.01% | No change | 12,057 | $126K |
| Blue Trust, Inc. | 0.00% | Reduce -15.9% | 12,007 | $126K |
| TD Private Client Wealth LLC | 0.00% | Add +130.0% | 11,969 | $125K |
| Twin Focus Capital Partners, LLC | 0.02% | New | 11,626 | $122K |
| Everhart Financial Group, Inc. | 0.01% | Add +8.6% | 11,618 | $122K |
| Genesis Private Wealth, LLC | 0.05% | Add +4.7% | 11,602 | $122K |
| Composition Wealth, LLC | 0.00% | New | 11,490 | $120K |
| Nicholas Hoffman & Company, LLC. | 0.00% | No change | 11,426 | $120K |
| Avidian Wealth Enterprises, LLC | 0.00% | New | 11,370 | $119K |
| Mayflower Financial Advisors, LLC | 0.01% | New | 11,307 | $118K |
| BSW Wealth Partners | 0.01% | Reduce -54.3% | 11,125 | $117K |
| Inscription Capital, LLC | 0.01% | New | 11,089 | $116K |
| Boltwood Capital Management | 0.03% | No change | 11,000 | $115K |
| Planned Solutions, Inc. | 0.04% | No change | 10,925 | $114K |
| Werba Rubin Papier Wealth Management | 0.02% | Add +7.2% | 10,842 | $114K |
| Interchange Capital Partners, LLC | 0.02% | New | 10,836 | $114K |
| Avid Wealth Partners LLC | 0.06% | New | 10,732 | $112K |
| Vise Technologies, Inc. | 0.00% | New | 10,702 | $112K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 10,648 | $112K |
| Calydon Capital | 0.02% | New | 10,641 | $112K |
| Soltis Investment Advisors LLC | 0.01% | New | 10,613 | $111K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -1.8% | 10,573 | $111K |
| Aletheian Wealth Advisors LLC | 0.05% | Reduce -1.4% | 10,496 | $110K |
| Coordinated Financial Services, Inc. | 0.07% | New | 10,400 | $109K |
| Mission Wealth Management, LP | 0.00% | New | 10,263 | $108K |
| Fidelis Capital Partners, LLC | 0.01% | Add +0.0% | 10,200 | $107K |
| Blair William & Co. | 0.00% | Add +0.3% | 10,190 | $107K |
| Diversify Wealth Management, LLC | 0.01% | New | 10,435 | $106K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 10,062 | $105K |
| Exencial Wealth Advisors, LLC | 0.00% | New | 10,048 | $105K |
| Kovack Advisors, Inc. | 0.01% | Reduce -7.7% | 10,024 | $105K |
| Tiaa Trust, National Association | 0.00% | New | 10,011 | $105K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -12.8% | 9,259 | $97K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -8.7% | 8,980 | $94K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 8,680 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -36.6% | 8,404 | $88K |
| State of Wyoming | 0.01% | Reduce -50.6% | 7,728 | $81K |
| Westside Investment Management, Inc. | 0.01% | Add +100.0% | 7,288 | $76K |
| Wealthspire Advisors, LLC | 0.00% | New | 6,954 | $73K |
| Horizon Investments, LLC | 0.00% | New | 6,954 | $72K |
| WealthCollab, LLC | 0.03% | Reduce -13.8% | 6,722 | $70K |
| Gould Capital, LLC | 0.04% | No change | 6,666 | $70K |
| Larson Financial Group LLC | 0.00% | Add +73.9% | 6,501 | $68K |
| MAI Capital Management | 0.00% | Reduce -57.6% | 6,445 | $68K |
| Harbour Investments, Inc. | 0.00% | Add +73.4% | 6,436 | $67K |
| Richardson Financial Services Inc. | 0.04% | Add +104.8% | 6,220 | $65K |
| Rothschild Investment LLC | 0.00% | Add +1.1% | 5,896 | $62K |
| Salomon & Ludwin, LLC | 0.01% | Add +2708.6% | 5,870 | $60K |
| Private Trust Co. NA | 0.01% | Add +86.3% | 5,445 | $57K |
| Bessemer Group Inc. | 0.00% | Add +108.7% | 5,334 | $56K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 5,076 | $53K |
| Investors Research Corp | 0.01% | Reduce -15.3% | 5,054 | $53K |
| Smithfield Trust Co | 0.00% | Add +33.3% | 5,000 | $52K |
| UMB Bank, n.a. | 0.00% | Reduce -4.7% | 4,729 | $50K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 4,550 | $48K |
| Hughes Financial Services, LLC | 0.01% | New | 4,300 | $46K |
| Dogwood Wealth Management LLC | 0.02% | Add +11.5% | 4,171 | $44K |
| Atlantic Union Bankshares Corp | 0.00% | Add +11.0% | 4,050 | $42K |
| Parkside Financial Bank & Trust | 0.00% | No change | 4,018 | $42K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -56.9% | 3,609 | $38K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +75.0% | 3,500 | $37K |
| Robinswood Financial LLC | 0.01% | No change | 3,376 | $35K |
| Binnacle Investments Inc | 0.02% | Add +96.2% | 3,227 | $34K |
| IFP Advisors, Inc | 0.00% | Reduce -39.0% | 3,049 | $32K |
| Princeton Global Asset Management LLC | 0.01% | New | 3,000 | $31K |
| CoreCap Advisors, LLC | 0.00% | Reduce -50.0% | 3,000 | $31K |
| Federated Hermes, Inc. | 0.00% | Add +20.2% | 2,687 | $28K |
| Spire Wealth Management | 0.00% | No change | 2,663 | $28K |
| True Wealth Design, LLC | 0.01% | New | 2,622 | $27K |
| Cornerstone Planning Group LLC | 0.00% | Add +43.9% | 2,431 | $25K |
| Root Financial Partners, LLC | 0.00% | New | 2,350 | $25K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 2,271 | $24K |
| Rossby Financial, LCC | 0.01% | Add +8.8% | 2,249 | $23K |
| Retirement Wealth Solutions LLC | 0.02% | New | 2,202 | $23K |
| GW&K Investment Management, LLC | 0.00% | No change | 2,083 | $22K |
| Sachetta, LLC | 0.01% | No change | 2,014 | $21K |
| FWL Investment Management, LLC | 0.01% | New | 1,961 | $21K |
| Highline Wealth Partners LLC | 0.01% | Add +7.6% | 1,855 | $19K |
| Park Square Financial Group, LLC | 0.08% | Add +13.3% | 1,776 | $19K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 1,716 | $18K |
| Manchester Capital Management LLC | 0.00% | Add +1.9% | 1,686 | $18K |
| Albion Financial Group | 0.00% | No change | 1,647 | $17K |
| Essential Partners LLC | 0.01% | New | 1,586 | $17K |
| Bare Financial Services, Inc | 0.00% | Add +57.9% | 1,503 | $16K |
| Creative Financial Designs Inc. | 0.00% | Add +16.8% | 1,292 | $14K |
| Grove Bank & Trust | 0.00% | No change | 1,250 | $13K |
| LRI Investments, LLC | 0.00% | No change | 1,202 | $13K |
| Redmont Wealth Advisors LLC | 0.02% | No change | 1,176 | $12K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -23.5% | 1,115 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +0.0% | 1,058 | $11K |
| Valued Wealth Advisors LLC | 0.00% | No change | 925 | $10K |
| Valley National Advisers Inc. | 0.00% | Reduce -75.8% | 927 | $9K |
| Principia Wealth Advisory, LLC | 0.01% | Add +174.1% | 847 | $9K |
| Proffitt & Goodson Inc. | 0.00% | New | 821 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 772 | $8K |
| Financial Consulate, Inc. | 0.00% | New | 743 | $8K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 676 | $7K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 670 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 661 | $7K |
| Strategic Advocates LLC | 0.00% | New | 660 | $7K |
| Main Street Group, LTD | 0.00% | No change | 633 | $7K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 600 | $6K |
| Lanark Financial, Inc. | 0.00% | Add +18.6% | 593 | $6K |
| Montag A & Associates Inc. | 0.00% | New | 591 | $6K |
| JPL Wealth Management, LLC | 0.00% | New | 577 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 573 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -96.6% | 559 | $6K |
| Logan Capital Management Inc. | 0.00% | No change | 532 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 517 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +36.6% | 459 | $5K |
| Ameriflex Group, Inc. | 0.00% | New | 452 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 432 | $5K |
| ORG Partners LLC | 0.00% | No change | 425 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 400 | $4K |
| Centerpoint Advisors, LLC | 0.00% | New | 358 | $4K |
| CX Institutional | 0.00% | No change | 412 | $4K |
| Toth Financial Advisory Corp. | 0.00% | No change | 380 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 366 | $4K |
| Copeland Capital Management, LLC | 0.00% | New | 359 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 318 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 307 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 292 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 281 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 281 | $3K |
| Asset Dedication, LLC | 0.00% | New | 278 | $3K |
| City Holding Co. | 0.00% | New | 266 | $3K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 265 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 211 | $2K |
| American Capital Advisory, LLC | 0.00% | New | 207 | $2K |
| Trust Co. of Toledo NA | 0.00% | Reduce -60.0% | 200 | $2K |
| Wealth Watch Advisors, INC | 0.00% | New | 199 | $2K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 162 | $2K |
| St Germain D J Co. Inc. | 0.00% | New | 158 | $2K |
| Palisade Asset Management, LLC | 0.00% | New | 148 | $2K |
| Stone House Investment Management, LLC | 0.00% | New | 120 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 120 | $1K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 100 | $1K |
| CENTRAL TRUST Co | 0.00% | New | 98 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | New | 87 | $912 |
| North Star Investment Management Corp. | 0.00% | New | 84 | $880 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 83 | $867 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -50.0% | 73 | $766 |
| Anfield Capital Management, LLC | 0.00% | New | 67 | $702 |
| West Branch Capital LLC | 0.00% | No change | 37 | $393 |
| Bogart Wealth, LLC | 0.00% | No change | 31 | $325 |
| Kelleher Financial Advisors | 0.00% | New | 24 | $252 |
| Sound Income Strategies, LLC | 0.00% | Reduce -98.9% | 25 | $249 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 19 | $199 |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $147 |
| Graney & King, LLC | 0.00% | No change | 10 | $106 |
| High Note Wealth, LLC | 0.00% | Reduce -93.7% | 4 | $43 |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 2 | $21 |
"% of holder's portfolio" is SAN's weight in each manager's 13F, not the share of Banco Santander SA-Spon ADR the manager owns.