Banco Santander SA-Spon ADRSAN
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 592 institutions reported holding Banco Santander SA-Spon ADR (SAN) in their 13F filings, up 72 from Q3 2025. 78 opened new positions and 35 sold out. The largest holders were Fisher Asset Management ($1.1B), Morgan Stanley ($658.2M) and FMR LLC ($432.4M). 7 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $43.0M |
| Exits | 35 | $16.1M |
All 13F filers, Q3 2025 → Q4 2025: 19,927,427 shares bought and 28,259,154 shares sold, net −8,331,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 592 holders
| Fisher Asset Management | 0.39% | Reduce -10.0% | 96,865,591 | $1.1B |
| Morgan Stanley | 0.04% | Add +3.2% | 56,109,418 | $658.2M |
| FMR LLC | 0.02% | Add +8.0% | 36,862,371 | $432.4M |
| Mondrian Investment Partners LTD | 4.76% | Reduce -8.8% | 24,614,574 | $288.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +2.3% | 18,046,574 | $211.7M |
| Capital International Investors | 0.03% | Add +1.6% | 14,766,849 | $174.8M |
| BlackRock, Inc. | 0.00% | Add +8.3% | 14,863,876 | $174.4M |
| Chevy Chase Trust Holdings, LLC | 0.44% | Reduce -0.1% | 13,961,036 | $163.8M |
| Northern Trust Corp. | 0.02% | Reduce -0.8% | 12,745,454 | $149.5M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.4% | 10,877,077 | $127.6M |
| CIBC Private Wealth Group LLC | 0.19% | Add +4.7% | 9,400,907 | $110.3M |
| Clearbridge Investments, LLC | 0.08% | Reduce -1.6% | 8,983,771 | $105.4M |
| Lazard Asset Management LLC | 0.18% | Reduce -3.6% | 8,883,083 | $104.2M |
| Todd Asset Management LLC | 1.74% | Add +2.6% | 7,630,413 | $89.5M |
| Clark Capital Management Group, Inc. | 0.52% | Add +0.0% | 7,158,257 | $84.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.5% | 5,802,874 | $68.1M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -49.2% | 5,456,598 | $64.0M |
| Bank of America Corp. | 0.00% | Add +20.8% | 5,214,366 | $61.2M |
| American Century Companies Inc. | 0.03% | Add +14.1% | 4,926,678 | $57.8M |
| Teachers Retirement System of the State of Kentucky | 0.43% | Add +7.7% | 4,861,360 | $57.0M |
| Raymond James Financial Inc. | 0.02% | Add +0.5% | 4,121,476 | $48.4M |
| Wells Fargo & Company | 0.01% | Add +2.2% | 3,861,224 | $45.3M |
| JPMorgan Chase & Co. | 0.00% | Add +9.0% | 3,220,998 | $37.8M |
| Natixis Advisors, LLC | 0.05% | Reduce -6.7% | 3,067,184 | $36.0M |
| Royal Bank of Canada | 0.01% | Reduce -39.3% | 2,479,617 | $29.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +13.6% | 2,246,410 | $26.4M |
| Creative Planning | 0.02% | Add +10.3% | 1,965,942 | $23.1M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +0.2% | 1,922,870 | $22.6M |
| Quantinno Capital Management LP | 0.04% | Add +41.0% | 1,861,905 | $21.8M |
| LPL Financial LLC | 0.01% | Add +6.5% | 1,545,866 | $18.1M |
| QRG Capital Management, Inc. | 0.17% | Add +5.3% | 1,335,164 | $15.7M |
| AQR Capital Management | 0.01% | Add +24.1% | 1,289,067 | $15.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +3.6% | 1,222,217 | $14.3M |
| Bank of New York Mellon Corp | 0.00% | Add +17.2% | 1,162,201 | $13.6M |
| Crossmark Global Holdings, Inc. | 0.19% | Reduce -11.7% | 1,130,317 | $13.3M |
| Mariner, LLC | 0.01% | Add +9.1% | 1,070,726 | $12.6M |
| Stifel Financial Corp. | 0.01% | Add +3.8% | 999,826 | $11.7M |
| Barometer Capital Management Inc. | 2.77% | Reduce -95.7% | 71,409 | $11.5M |
| Capital Wealth Planning, LLC | 0.07% | Add +87.8% | 939,147 | $11.3M |
| Pathstone Holdings, LLC | 0.04% | Add +8.0% | 933,437 | $10.9M |
| Steamboat Capital Partners, LLC | 2.91% | Reduce -34.4% | 903,926 | $10.6M |
| Cerity Partners LLC | 0.02% | Reduce -4.4% | 900,485 | $10.6M |
| Oppenheimer & Co. Inc. | 0.15% | Reduce -34.6% | 872,724 | $10.2M |
| MML Investors Services, LLC | 0.02% | Add +24.8% | 827,552 | $9.7M |
| Sei Investments Co. | 0.01% | Add +2.6% | 808,499 | $9.5M |
| Jane Street Group, LLC | 0.01% | New | 791,045 | $9.3M |
| State Street Corp. | 0.00% | Add +44.5% | 764,056 | $9.0M |
| DV Equities, LLC | 1.61% | — | 757,680 | $8.9M |
| Rwa Wealth Partners, LLC | 0.10% | Add +8.9% | 756,489 | $8.9M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +0.6% | 742,060 | $8.7M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +0.3% | 727,361 | $8.5M |
| US Bancorp \de | 0.01% | Add +14.3% | 713,050 | $8.4M |
| Cetera Investment Advisers | 0.01% | Add +5.5% | 644,694 | $7.6M |
| First Trust Advisors LP | 0.01% | Add +4.7% | 644,252 | $7.6M |
| Optiver Holding B.V. | 0.13% | New | 624,908 | $7.3M |
| TD Waterhouse Canada Inc. | 0.04% | Add +19.5% | 598,249 | $7.0M |
| Citigroup Inc. | 0.00% | Reduce -59.9% | 594,389 | $7.0M |
| Callan Family Office, LLC | 0.14% | Add +76.5% | 573,704 | $6.7M |
| UBS Group AG | 0.00% | Add +29.7% | 556,816 | $6.5M |
| Quadrant Capital Group LLC | 0.19% | Add +0.5% | 531,411 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Add +1.1% | 519,836 | $6.1M |
| Factory Mutual Insurance Co. | 0.06% | No change | 515,311 | $6.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.12% | New | 509,010 | $6.0M |
| Marietta Investment Partners LLC | 1.11% | Add +35.1% | 476,442 | $5.6M |
| Ieq Capital, LLC | 0.02% | Add +113.3% | 474,110 | $5.6M |
| Citadel Advisors | 0.00% | Add +50.9% | 464,292 | $5.4M |
| Vident Advisory, LLC | 0.05% | Reduce -6.3% | 462,955 | $5.4M |
| Park Avenue Securities LLC | 0.04% | Add +3.7% | 441,801 | $5.2M |
| New York State Common Retirement Fund | 0.01% | Add +30.8% | 424,463 | $5.0M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +36.3% | 417,677 | $4.9M |
| Cibc World Market Inc. | 0.01% | Add +1.9% | 405,991 | $4.8M |
| Ritholtz Wealth Management | 0.09% | Add +1.3% | 404,068 | $4.7M |
| Integrated Quantitative Investments LLC | 1.00% | Add +27.6% | 395,500 | $4.6M |
| Rhumbline Advisers | 0.00% | Add +23.2% | 384,262 | $4.5M |
| NewEdge Wealth, LLC | 0.05% | Add +7.4% | 372,175 | $4.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.5% | 357,048 | $4.2M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -9.3% | 356,578 | $4.2M |
| Signaturefd, LLC | 0.06% | Add +3.4% | 355,895 | $4.2M |
| Ethic Inc. | 0.06% | Reduce -5.9% | 353,448 | $4.1M |
| Arlington Capital Management, Inc. | 2.45% | Reduce -0.3% | 340,204 | $4.0M |
| National Bank of Canada | 0.00% | Reduce -2.2% | 335,301 | $3.9M |
| Naviter Wealth, LLC | 0.51% | Reduce -6.7% | 332,041 | $3.9M |
| Corient Private Wealth LP | 0.01% | Add +5.3% | 327,704 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.8% | 315,026 | $3.7M |
| Tudor Investment Corporation | 0.02% | Reduce -37.4% | 309,533 | $3.6M |
| Calamos Wealth Management LLC | 0.13% | Add +5.8% | 309,079 | $3.6M |
| Focus Partners Wealth | 0.00% | Add +21.6% | 303,768 | $3.6M |
| Bank of Montreal | 0.00% | Add +9.1% | 300,126 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -23.8% | 296,939 | $3.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 294,543 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -23.8% | 285,494 | $3.3M |
| CacheTech Inc. | 0.61% | Reduce -1.0% | 280,875 | $3.3M |
| Advisors Asset Management, Inc. | 0.05% | Add +26.1% | 276,291 | $3.2M |
| &partners | 0.02% | Add +86.3% | 273,355 | $3.2M |
| Pekin Hardy Strauss, Inc. | 0.28% | Add +2.4% | 255,122 | $3.0M |
| Forum Financial Management, LP | 0.04% | No change | 254,344 | $3.0M |
| Compound Planning, Inc. | 0.09% | Add +12.1% | 253,126 | $3.0M |
| Zions Bancorporation, National Association | 0.14% | Add +2.5% | 251,288 | $2.9M |
| Opal Capital LLC | 0.73% | — | 249,310 | $2.9M |
| TrueMark Investments, LLC | 0.56% | Add +15.0% | 247,661 | $2.9M |
| Point72 Asset Management | 0.00% | New | 245,882 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Add +21.5% | 244,867 | $2.9M |
| Adams Wealth Management | 0.61% | Reduce -6.2% | 244,223 | $2.9M |
| Scotia Capital Inc. | 0.01% | Add +1.3% | 244,117 | $2.9M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.1% | 231,936 | $2.8M |
| Caprock Group, LLC | 0.06% | Add +11.8% | 231,800 | $2.7M |
| Guardian Capital LP | 0.08% | No change | 228,126 | $2.7M |
| American Trust Investment Advisors, LLC | 1.40% | Add +0.3% | 222,925 | $2.6M |
| Evergreen Capital Management LLC | 0.06% | Reduce -0.4% | 214,169 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.0% | 210,642 | $2.5M |
| Capital Research Global Investors | 0.00% | New | 196,637 | $2.3M |
| Captrust Financial Advisors | 0.00% | Reduce -42.9% | 194,996 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +6.4% | 188,654 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Add +74.5% | 184,594 | $2.2M |
| Bleakley Financial Group, LLC | 0.04% | Add +161.6% | 183,524 | $2.2M |
| Principal Securities, Inc. | 0.03% | Add +34.8% | 182,449 | $2.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.3% | 182,259 | $2.1M |
| SIH Partners, LLLP | 0.12% | Reduce -0.2% | 180,676 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.0% | 177,035 | $2.1M |
| Brooklyn Investment Group | 0.10% | Add +282.9% | 180,636 | $2.1M |
| Raelipskie Partnership | 0.88% | Reduce -17.1% | 179,373 | $2.1M |
| Dynasty Wealth Management, LLC | 0.02% | Add +7.6% | 179,044 | $2.1M |
| Vise Technologies, Inc. | 0.04% | Add +1565.3% | 178,226 | $2.1M |
| Verdence Capital Advisors LLC | 0.12% | Add +0.8% | 170,643 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -76.3% | 165,752 | $1.9M |
| Ballentine Partners, LLC | 0.03% | Add +6.6% | 165,634 | $1.9M |
| Independent Financial Group, LLC | 0.04% | Reduce -20.3% | 162,986 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -1.5% | 160,806 | $1.9M |
| Smartleaf Asset Management LLC | 0.07% | Add +18.7% | 156,207 | $1.8M |
| DGS Capital Management, LLC | 0.31% | Add +1.7% | 156,013 | $1.8M |
| Qtron Investments LLC | 0.24% | Add +90.0% | 155,910 | $1.8M |
| Glenmede Trust Co. NA | 0.01% | — | 150,387 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -2.3% | 148,252 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +19.8% | 147,571 | $1.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +28.0% | 141,139 | $1.7M |
| Aaron Wealth Advisors LLC | 0.09% | Add +23.7% | 145,198 | $1.7M |
| Choreo, LLC | 0.02% | Add +9.7% | 141,059 | $1.7M |
| Global Retirement Partners, LLC | 0.03% | Add +249.5% | 141,084 | $1.7M |
| Venture Visionary Partners LLC | 0.05% | Add +2.8% | 139,778 | $1.6M |
| Invesco Ltd. | 0.00% | Add +22.4% | 136,037 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +400.5% | 135,698 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +1.9% | 134,803 | $1.6M |
| Marks Group Wealth Management, Inc | 0.15% | Add +5.4% | 130,657 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +6.9% | 130,575 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -4.2% | 129,955 | $1.5M |
| Fifth Third Bancorp | 0.00% | Add +2.8% | 129,436 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +49.1% | 126,645 | $1.5M |
| Lockheed Martin Investment Management Co. | 0.05% | No change | 125,290 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +54.1% | 124,105 | $1.5M |
| AlphaCore Capital LLC | 0.03% | Reduce -9.5% | 119,953 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.4% | 118,900 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Add +9.4% | 116,781 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +38.9% | 114,066 | $1.3M |
| Jain Global LLC | 0.01% | Reduce -27.7% | 113,098 | $1.3M |
| Capital World Investors | 0.00% | New | 111,312 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +26.4% | 111,731 | $1.3M |
| Verition Fund Management LLC | 0.01% | Add +89.5% | 108,399 | $1.3M |
| Credit Agricole S A | 0.00% | New | 106,816 | $1.3M |
| Venturi Wealth Management, LLC | 0.05% | Add +34.4% | 99,757 | $1.2M |
| Atlas Capital Advisors Inc. | 0.13% | — | 98,766 | $1.2M |
| Hantz Financial Services, Inc. | 0.02% | Add +53.0% | 97,050 | $1.1M |
| Greenleaf Trust | 0.01% | Add +26.7% | 96,689 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Add +15.8% | 96,001 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 93,519 | $1.1M |
| Baron Wealth Management LLC | 0.33% | Reduce -6.2% | 92,034 | $1.1M |
| Kathmere Capital Management, LLC | 0.07% | Add +16.4% | 91,537 | $1.1M |
| Archford Capital Strategies, LLC | 0.12% | Add +0.1% | 91,231 | $1.1M |
| Acadian Asset Management LLC | 0.00% | Add +0.8% | 90,470 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +6.0% | 89,588 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Add +9.5% | 89,050 | $1.0M |
| Mather Group, Llc. | 0.01% | Add +0.1% | 88,391 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +18.9% | 86,861 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +5.8% | 86,300 | $1.0M |
| HRT Financial LP | 0.00% | Reduce -56.1% | 85,340 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +15.9% | 84,198 | $988K |
| Regions Financial Corp. | 0.01% | Reduce -3.3% | 83,759 | $982K |
| Summit Global Investments | 0.06% | Reduce -30.6% | 80,857 | $948K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -12.4% | 80,786 | $948K |
| Gallacher Capital Management LLC | 0.37% | Reduce -0.1% | 80,684 | $946K |
| Sivia Capital Partners, LLC | 0.19% | Add +18.9% | 80,227 | $941K |
| Themes Management Co LLC | 0.75% | — | 80,092 | $939K |
| SG Trading Solutions, LLC | 0.21% | — | 77,385 | $908K |
| Legacy Wealth Asset Management, LLC | 0.22% | Reduce -25.8% | 76,934 | $902K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +6.0% | 76,288 | $895K |
| Gabelli Funds LLC | 0.01% | No change | 75,000 | $880K |
| Versant Capital Management, Inc | 0.11% | Add +9.6% | 74,795 | $877K |
| Abel Hall, LLC | 0.20% | Add +169.7% | 74,309 | $872K |
| HB Wealth Management, LLC | 0.01% | Add +11.1% | 74,227 | $871K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +6.3% | 73,369 | $861K |
| Syon Capital LLC | 0.04% | Add +13.1% | 73,083 | $857K |
| Orca Wealth Management, LLC | 0.61% | Add +1.4% | 65,572 | $852K |
| GAMMA Investing LLC | 0.04% | Add +8.2% | 70,179 | $823K |
| Franklin Resources Inc. | 0.00% | Add +8.0% | 68,905 | $808K |
| Checchi Capital Advisers, LLC | 0.05% | Add +2.8% | 68,332 | $802K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Reduce -0.5% | 68,164 | $800K |
| Leuthold Group, LLC | 0.09% | Reduce -1.5% | 67,873 | $796K |
| Private Advisor Group, LLC | 0.00% | Add +0.9% | 67,642 | $793K |
| Ascent Group, LLC | 0.03% | Add +13.7% | 66,482 | $780K |
| PDS Planning, Inc | 0.05% | Add +0.3% | 65,067 | $763K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -0.1% | 65,060 | $763K |
| Keybank National Association | 0.00% | Add +45.5% | 64,929 | $762K |
| Valeo Financial Advisors, LLC | 0.02% | Add +5.3% | 63,030 | $739K |
| Five Oceans Advisors | 0.26% | No change | 62,971 | $739K |
| JMN Financial LLC | 0.74% | — | 62,865 | $737K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +471.0% | 60,797 | $713K |
| Farther Finance Advisors, LLC | 0.01% | Add +189.7% | 58,184 | $682K |
| Strategic Global Advisors, LLC | 0.10% | Add +21.4% | 57,441 | $674K |
| EP Wealth Advisors, LLC | 0.00% | — | 55,858 | $655K |
| HUB Investment Partners, LLC | 0.02% | Add +19.6% | 55,716 | $654K |
| West Family Investments, Inc. | 0.15% | Add +11.9% | 55,050 | $646K |
| New Republic Capital, LLC | 0.17% | Add +145.6% | 54,875 | $644K |
| Arax Advisory Partners | 0.02% | Reduce -30.3% | 54,623 | $641K |
| Sage Rhino Capital LLC | 0.12% | Add +0.5% | 53,442 | $627K |
| Cwm, LLC | 0.00% | Add +23.1% | 53,158 | $624K |
| Hilltop Holdings Inc. | 0.04% | Add +4.5% | 52,963 | $621K |
| Trust Point Inc. | 0.05% | Add +23.7% | 51,878 | $609K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.4% | 51,871 | $608K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 51,281 | $602K |
| Aviso Financial Inc. | 0.02% | Add +11.4% | 50,026 | $587K |
| Portside Wealth Group, LLC | 0.08% | Add +19.5% | 48,342 | $567K |
| Aprio Wealth Management, LLC | 0.03% | Add +10.3% | 48,332 | $567K |
| Basecamp Wealth Advisors LLC | 0.12% | — | 48,087 | $564K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +4.3% | 46,374 | $544K |
| Florida Trust Wealth Management Co | 0.01% | Add +4.6% | 45,970 | $539K |
| Wealthspire Advisors, LLC | 0.00% | Add +560.6% | 45,936 | $539K |
| Advisory Services Network, LLC | 0.01% | Add +73.2% | 45,437 | $533K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.0% | 45,242 | $531K |
| Allworth Financial LP | 0.00% | Add +6.4% | 44,209 | $519K |
| Intrust Bank NA | 0.04% | Add +72.5% | 43,992 | $516K |
| Wealth Alliance, LLC | 0.05% | Add +1.8% | 43,785 | $514K |
| Frec Markets, Inc. | 0.15% | — | 43,405 | $509K |
| 1832 Asset Management L.P. | 0.00% | Add +32.3% | 43,156 | $506K |
| Advisors Preferred, LLC | 0.08% | New | 41,936 | $506K |
| HighPoint Advisor Group LLC | 0.01% | Add +4.6% | 42,997 | $504K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.9% | 41,823 | $491K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.1% | 41,542 | $487K |
| Wedmont Private Capital | 0.02% | Add +4.9% | 41,102 | $485K |
| Waterfront Wealth Inc. | 0.09% | Reduce -53.8% | 37,666 | $477K |
| Cadence Bank | 0.03% | No change | 40,411 | $474K |
| Cresset Asset Management, LLC | 0.00% | Add +91.5% | 40,174 | $471K |
| Clarius Group, LLC | 0.03% | No change | 39,993 | $469K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.5% | 39,777 | $467K |
| Jefferies Financial Group Inc. | 0.00% | Add +16.3% | 39,452 | $463K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +3.8% | 39,375 | $462K |
| Greenspring Advisors, LLC | 0.03% | New | 39,258 | $460K |
| AlTi Global, Inc. | 0.01% | Add +61.4% | 39,096 | $459K |
| Evolve Private Wealth, LLC | 0.03% | — | 38,748 | $455K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 38,360 | $450K |
| Lido Advisors, LLC | 0.00% | Add +5.7% | 42,009 | $450K |
| Cromwell Holdings LLC | 0.24% | No change | 36,753 | $431K |
| Leavell Investment Management, Inc. | 0.02% | Add +86.7% | 36,617 | $430K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.8% | 36,507 | $428K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -3.0% | 36,227 | $425K |
| Seven Mile Advisory | 0.07% | Reduce -7.4% | 35,640 | $418K |
| Saturna Capital Corp. | 0.01% | Add +48.9% | 35,400 | $415K |
| Anchyra Partners LLC | 0.13% | — | 35,183 | $413K |
| SYM FINANCIAL Corp | 0.04% | Add +0.7% | 35,113 | $412K |
| Traveka Wealth, LLC | 0.17% | Add +2.1% | 35,068 | $411K |
| Benjamin Edwards Inc. | 0.00% | Add +19.9% | 34,961 | $410K |
| Wilkinson Global Asset Management LLC | 0.03% | New | 34,800 | $408K |
| Jones Financial Companies LLLP | 0.00% | Add +13.0% | 34,551 | $405K |
| Ascentis Independent Advisors | 0.07% | Add +5.2% | 34,548 | $405K |
| Storgate, LLC | 0.33% | — | 34,521 | $405K |
| LVW Advisors, LLC | 0.04% | Reduce -5.4% | 34,185 | $401K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.4% | 33,812 | $397K |
| Sovran Advisors, LLC | 0.03% | Add +40.1% | 32,612 | $395K |
| Roehl & Yi Investment Advisors, LLC | 0.16% | Reduce -1.0% | 33,426 | $392K |
| Keel Point, LLC | 0.02% | Add +10.9% | 33,134 | $389K |
| Natural Investments, LLC | 0.10% | No change | 32,828 | $385K |
| PFW Advisors LLC | 0.11% | Add +6.7% | 32,394 | $380K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.6% | 31,697 | $372K |
| 55 North Private Wealth, LLC | 0.10% | — | 31,605 | $371K |
| Sonoma Allocations LLC | 0.12% | New | 28,358 | $369K |
| Bridgewater Advisors Inc. | 0.02% | Add +2.4% | 30,182 | $368K |
| Huntington National Bank | 0.00% | Reduce -0.5% | 31,288 | $367K |
| Carter Financial Group, INC. | 0.22% | New | 31,288 | $367K |
| Old National Bancorp | 0.01% | Reduce -5.8% | 31,237 | $366K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -25.1% | 31,155 | $365K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -3.7% | 30,777 | $361K |
| D'Orazio & Associates, Inc. | 0.05% | Add +16.9% | 30,472 | $357K |
| Seeds Investor LLC | 0.07% | Reduce -2.0% | 30,119 | $353K |
| a16z Perennial Management, L.P. | 0.03% | Add +25.8% | 30,021 | $352K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +45.8% | 29,971 | $352K |
| Independent Advisor Alliance | 0.01% | New | 29,768 | $349K |
| Riversedge Advisors, LLC | 0.06% | Add +3.5% | 29,426 | $345K |
| Optas, LLC | 0.05% | Add +1.6% | 29,208 | $343K |
| Strategic Financial Concepts, LLC | 0.31% | New | 29,001 | $340K |
| Sowell Financial Services LLC | 0.01% | Reduce -10.2% | 28,877 | $339K |
| Thrivent Financial for Lutherans | 0.00% | Add +5.4% | 28,543 | $338K |
| Xponance LLC | 0.00% | Add +15.4% | 28,675 | $336K |
| Earned Wealth Advisors, LLC | 0.02% | Add +2.1% | 28,462 | $334K |
| Ameritas Advisory Services, LLC | 0.01% | Add +686.0% | 28,366 | $333K |
| Syverson Strege & Co | 0.08% | Reduce -5.1% | 28,110 | $330K |
| Norden Group LLC | 0.03% | Reduce -2.6% | 27,986 | $328K |
| Waverly Advisors, LLC | 0.00% | Add +86.4% | 27,756 | $326K |
| May Hill Capital, LLC | 0.09% | Add +11.8% | 27,628 | $324K |
| GFS Advisors, LLC | 0.04% | No change | 27,358 | $321K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +2.4% | 27,139 | $318K |
| World Investment Advisors | 0.01% | Add +28.9% | 26,863 | $315K |
| IHT Wealth Management, LLC | 0.01% | Reduce -3.6% | 26,840 | $315K |
| Hollencrest Capital Management | 0.01% | No change | 26,788 | $314K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.9% | 26,203 | $307K |
| 1834 Investment Advisors Co. | 0.04% | Reduce -23.7% | 26,100 | $306K |
| Hoxton Planning & Management, LLC | 0.09% | No change | 25,863 | $303K |
| Arkadios Wealth Advisors | 0.01% | Add +10.9% | 25,660 | $301K |
| Global Trust Asset Management, LLC | 0.12% | Add +19.2% | 25,510 | $299K |
| Mgo One Seven LLC | 0.01% | Add +13.6% | 25,207 | $296K |
| Westend Capital Management, LLC | 0.08% | No change | 24,828 | $291K |
| Snider Financial Group | 0.08% | Add +0.4% | 24,496 | $287K |
| Brucke Financial, Inc. | 0.16% | Add +22.3% | 24,396 | $286K |
| Csenge Advisory Group | 0.01% | Add +0.3% | 24,326 | $285K |
| Millennium Management | 0.00% | Reduce -42.8% | 24,263 | $285K |
| Activest Wealth Management | 0.05% | No change | 24,141 | $283K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +23.2% | 23,837 | $280K |
| GTS Securities LLC | 0.01% | New | 23,168 | $272K |
| Anchor Investment Management, LLC | 0.02% | No change | 23,000 | $270K |
| Certuity, LLC | 0.02% | Add +2.8% | 22,678 | $266K |
| Eagle Strategies LLC | 0.03% | Add +0.9% | 22,626 | $265K |
| GeoWealth Management, LLC | 0.01% | Reduce -3.8% | 22,410 | $263K |
| Impact Capital Partners LLC | 0.08% | Add +0.6% | 22,395 | $263K |
| Nilsine Partners, LLC | 0.02% | Add +6.0% | 22,395 | $263K |
| CogentBlue Wealth Advisors, LLC | 0.18% | Add +1.5% | 22,140 | $260K |
| Modern Wealth Management, LLC | 0.00% | New | 22,072 | $259K |
| Rehmann Capital Advisory Group | 0.01% | Add +11.3% | 21,975 | $259K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -43.0% | 21,693 | $254K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.0% | 21,468 | $252K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +8.4% | 21,414 | $251K |
| Sunpointe, LLC | 0.08% | Add +8.5% | 21,168 | $248K |
| Foster Group, Inc. | 0.01% | Add +5.3% | 21,094 | $247K |
| Hancock Whitney Corp. | 0.00% | Add +5.6% | 21,034 | $247K |
| Fulcrum Equity Management | 0.23% | Add +39.6% | 20,893 | $245K |
| Drive Wealth Management, LLC | 0.05% | New | 20,732 | $243K |
| Matters Capital LLC | 0.20% | — | 20,726 | $243K |
| Aventura Private Wealth, LLC | 0.09% | No change | 20,665 | $242K |
| Lavelle Capital LP | 0.15% | — | 20,515 | $241K |
| SmartHarvest Portfolios, LLC | 0.08% | — | 20,487 | $240K |
| Ellevest, Inc. | 0.03% | Reduce -30.5% | 20,422 | $240K |
| Phillips Wealth Planners LLC | 0.18% | Reduce -1.1% | 18,734 | $228K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -15.4% | 18,697 | $226K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -5.5% | 19,023 | $223K |
| Ariadne Wealth Management, LP | 0.09% | Add +0.9% | 18,490 | $223K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -11.7% | 17,180 | $218K |
| Perigon Wealth Management, LLC | 0.00% | Add +9.0% | 18,571 | $218K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -4.9% | 18,501 | $217K |
| Fiduciary Financial Group, LLC | 0.03% | Add +10.2% | 18,235 | $214K |
| Brown Advisory Inc. | 0.00% | Add +38.5% | 18,060 | $212K |
| Baker Tilly Wealth Management, LLC | 0.05% | Add +0.4% | 17,913 | $210K |
| Procyon Advisors, LLC | 0.01% | Add +2.5% | 17,660 | $207K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -1.6% | 17,565 | $206K |
| Flputnam Investment Management Co. | 0.00% | Add +6.1% | 17,477 | $205K |
| Stephens Inc. | 0.00% | Add +33.9% | 17,465 | $205K |
| Choate Investment Advisors | 0.00% | Add +1.3% | 17,136 | $201K |
| Stratos Investment Management, LLC | 0.01% | Add +6.3% | 16,870 | $198K |
| Elm Partners Management LLC | 0.01% | No change | 16,760 | $197K |
| Vanguard Group Inc. | 0.00% | No change | 16,687 | $196K |
| Samalin Investment Counsel, LLC | 0.07% | Add +0.9% | 16,652 | $195K |
| Gotham Asset Management | 0.00% | New | 16,539 | $194K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +11.2% | 16,535 | $194K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -8.1% | 16,432 | $193K |
| Diversified Trust Co. | 0.00% | Add +12.6% | 16,346 | $192K |
| Enterprise Financial Services Corp | 0.10% | Add +1.5% | 16,083 | $189K |
| TD Private Client Wealth LLC | 0.00% | Add +34.2% | 16,063 | $188K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +27.3% | 16,037 | $188K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.7% | 15,801 | $185K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Add +4.3% | 15,219 | $182K |
| AE Wealth Management LLC | 0.00% | Add +11.6% | 15,355 | $180K |
| Gibbs Wealth Management | 0.04% | Reduce -0.1% | 15,101 | $179K |
| Kovack Advisors, Inc. | 0.01% | Add +52.4% | 15,278 | $179K |
| New Vernon Capital Holdings II LLC | 0.08% | New | 15,192 | $178K |
| Alliancebernstein L.P. | 0.00% | Add +2.6% | 14,999 | $176K |
| Flatrock Wealth Partners LLC | 0.08% | — | 14,995 | $176K |
| Intergy Private Wealth, LLC | 0.05% | Add +8.9% | 14,823 | $174K |
| Blair William & Co. | 0.00% | Add +45.2% | 14,796 | $174K |
| Summit Financial, LLC | 0.00% | Add +0.4% | 14,788 | $173K |
| Crestwood Advisors Group, LLC | 0.00% | New | 14,757 | $173K |
| Soltis Investment Advisors LLC | 0.01% | Add +36.9% | 14,527 | $170K |
| August Group Capital Ltd | 0.19% | — | 14,523 | $170K |
| Diversified Enterprises, LLC | 0.01% | Add +20.4% | 14,518 | $170K |
| Evoke Wealth, LLC | 0.00% | Add +14.6% | 14,489 | $170K |
| Stiles Financial Services Inc | 0.05% | Add +0.3% | 14,333 | $168K |
| Savvy Advisors, Inc. | 0.01% | New | 14,231 | $167K |
| SVB Wealth LLC | 0.01% | Add +2.4% | 14,167 | $166K |
| Calydon Capital | 0.03% | Add +32.3% | 14,077 | $165K |
| Freestone Capital Holdings, LLC | 0.00% | Add +9.9% | 14,032 | $165K |
| Barclays PLC | 0.00% | Reduce -39.4% | 13,922 | $163K |
| Nwam LLC | 0.01% | Reduce -96.6% | 12,842 | $163K |
| Mayflower Financial Advisors, LLC | 0.02% | Add +22.6% | 13,868 | $163K |
| National Philanthropic Trust | 0.00% | New | 13,815 | $162K |
| Addison Advisors LLC | 0.04% | Reduce -9.5% | 13,651 | $160K |
| Livet Wealth, LLC | 0.10% | — | 13,416 | $157K |
| Pure Financial Advisors, LLC | 0.00% | New | 13,389 | $157K |
| Diversify Advisory Services, LLC | 0.00% | Reduce -3.8% | 12,741 | $156K |
| Drucker Wealth 3.0, LLC | 0.03% | New | 13,215 | $155K |
| X-Square Capital, LLC | 0.05% | No change | 13,127 | $154K |
| Interchange Capital Partners, LLC | 0.03% | Add +20.4% | 13,047 | $153K |
| Curated Wealth Partners LLC | 0.02% | New | 12,938 | $152K |
| Gsa Capital Partners LLP | 0.01% | New | 12,892 | $151K |
| Diversify Wealth Management, LLC | 0.01% | Add +18.5% | 12,369 | $151K |
| Petros Family Wealth, LLC | 0.10% | No change | 12,781 | $150K |
| Avestar Capital, LLC | 0.01% | Reduce -0.2% | 12,682 | $149K |
| Bulltick Wealth Management, LLC | 0.03% | Add +0.9% | 12,661 | $149K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +10.6% | 12,575 | $148K |
| Composition Wealth, LLC | 0.00% | Add +8.3% | 12,442 | $146K |
| Moody National Bank Trust Division | 0.01% | New | 12,422 | $146K |
| Coordinated Financial Services, Inc. | 0.08% | Add +19.2% | 12,400 | $145K |
| Resonant Capital Advisors, LLC | 0.01% | Add +2.4% | 12,378 | $145K |
| BSW Wealth Partners | 0.02% | Add +9.6% | 12,197 | $143K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -17.8% | 12,127 | $142K |
| BIP Wealth, LLC | 0.00% | Reduce -2.0% | 11,943 | $140K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 11,919 | $140K |
| Everhart Financial Group, Inc. | 0.01% | Add +2.3% | 11,880 | $139K |
| Carrera Capital Advisors | 0.02% | Reduce -24.1% | 11,788 | $138K |
| Group One Trading LLC | 0.00% | Reduce -69.1% | 11,605 | $136K |
| Genesis Private Wealth, LLC | 0.04% | Reduce -1.2% | 11,465 | $134K |
| Connecticut Capital Management Group, LLC | 0.13% | — | 11,383 | $134K |
| MLP3, LLC | 0.15% | — | 11,376 | $133K |
| Nicholas Hoffman & Company, LLC. | 0.00% | Reduce -0.9% | 11,326 | $133K |
| Fidelis Capital Partners, LLC | 0.01% | Add +10.3% | 11,253 | $132K |
| Founders Grove Wealth Partners, LLC | 0.03% | New | 11,190 | $131K |
| Inscription Capital, LLC | 0.01% | Add +0.6% | 11,157 | $131K |
| Werba Rubin Papier Wealth Management | 0.04% | Add +1.8% | 11,033 | $129K |
| Boltwood Capital Management | 0.03% | No change | 11,000 | $129K |
| DRW Securities, LLC | 0.01% | New | 10,984 | $129K |
| Planned Solutions, Inc. | 0.04% | No change | 10,925 | $128K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 10,898 | $128K |
| Bingham Private Wealth, LLC | 0.11% | — | 10,890 | $128K |
| Nova R Wealth, Inc. | 0.05% | New | 10,753 | $126K |
| Reliant Investment Partners, LLC | 0.10% | New | 10,731 | $126K |
| Canopy Partners, LLC | 0.04% | New | 10,662 | $125K |
| Klingman & Associates, LLC | 0.01% | New | 10,556 | $124K |
| Mission Wealth Management, LP | 0.00% | Add +2.2% | 10,492 | $123K |
| Dempze Nancy E | 0.06% | New | 10,434 | $122K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -2.2% | 10,342 | $121K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.4% | 10,308 | $121K |
| GC Wealth Management RIA, LLC | 0.00% | Reduce -40.9% | 10,299 | $121K |
| Sapient Capital LLC | 0.00% | New | 10,184 | $121K |
| Third View Private Wealth, LLC | 0.02% | — | 10,095 | $118K |
| Avid Wealth Partners LLC | 0.06% | Reduce -6.1% | 10,073 | $118K |
| S Harris Financial Group, LLC | 0.11% | — | 10,018 | $118K |
| Cary Street Partners Investment Advisory LLC | 0.03% | New | 9,547 | $112K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.7% | 9,474 | $111K |
| Bessemer Group Inc. | 0.00% | Add +76.1% | 9,392 | $110K |
| AdvisorNet Financial, Inc | 0.01% | No change | 9,259 | $109K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 8,980 | $105K |
| Blue Trust, Inc. | 0.00% | Reduce -28.5% | 8,584 | $101K |
| Harbour Investments, Inc. | 0.00% | Add +22.5% | 7,886 | $93K |
| State of Wyoming | 0.01% | Add +1.3% | 7,828 | $92K |
| Westside Investment Management, Inc. | 0.01% | No change | 7,288 | $88K |
| Horizon Investments, LLC | 0.00% | Add +5.8% | 7,361 | $86K |
| Larson Financial Group LLC | 0.00% | Add +10.8% | 7,202 | $84K |
| J.Safra Asset Management Corp | 0.00% | New | 7,113 | $83K |
| Richardson Financial Services Inc. | 0.03% | Add +12.3% | 6,982 | $82K |
| WealthCollab, LLC | 0.03% | No change | 6,722 | $79K |
| Gould Capital, LLC | 0.05% | No change | 6,666 | $78K |
| Rothschild Investment LLC | 0.00% | Add +9.7% | 6,465 | $76K |
| Salomon & Ludwin, LLC | 0.01% | Add +6.5% | 6,249 | $76K |
| MAI Capital Management | 0.00% | Reduce -1.1% | 6,371 | $75K |
| Private Trust Co. NA | 0.01% | Add +12.6% | 6,132 | $72K |
| Parkside Financial Bank & Trust | 0.01% | Add +48.9% | 5,981 | $70K |
| Brown Brothers Harriman & Co. | 0.00% | Add +673.3% | 5,970 | $70K |
| Hilton Head Capital Partners, LLC | 0.04% | — | 5,838 | $68K |
| IFP Advisors, Inc | 0.00% | Add +81.8% | 5,543 | $65K |
| Smithfield Trust Co | 0.00% | No change | 5,000 | $60K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 5,076 | $60K |
| Investors Research Corp | 0.01% | No change | 5,054 | $59K |
| Murphy & Mullick Capital Management Corp | 0.04% | Add +0.6% | 4,577 | $54K |
| UMB Bank, n.a. | 0.00% | Reduce -4.4% | 4,522 | $53K |
| Hughes Financial Services, LLC | 0.01% | No change | 4,300 | $50K |
| Dogwood Wealth Management LLC | 0.02% | No change | 4,171 | $49K |
| Valley National Advisers Inc. | 0.01% | Add +325.4% | 3,943 | $46K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -9.9% | 3,650 | $43K |
| Root Financial Partners, LLC | 0.00% | Add +54.0% | 3,618 | $42K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 3,597 | $42K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 3,500 | $41K |
| Robinswood Financial LLC | 0.01% | No change | 3,376 | $40K |
| Sound Income Strategies, LLC | 0.00% | Add +11752.0% | 2,963 | $36K |
| Cornerstone Planning Group LLC | 0.01% | Add +15.3% | 2,804 | $36K |
| Princeton Global Asset Management LLC | 0.01% | No change | 3,000 | $35K |
| CoreCap Advisors, LLC | 0.00% | No change | 3,000 | $35K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2,937 | $34K |
| Eagle Bay Advisors LLC | 0.02% | New | 2,650 | $31K |
| Spire Wealth Management | 0.00% | Reduce -0.5% | 2,649 | $31K |
| Wellington Grp LLC | 0.01% | — | 2,626 | $31K |
| True Wealth Design, LLC | 0.01% | Reduce -1.7% | 2,578 | $30K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.3% | 2,571 | $30K |
| Signature Equity Partners, LLC | 0.02% | — | 2,337 | $27K |
| Rossby Financial, LCC | 0.01% | Add +3.8% | 2,335 | $27K |
| Retirement Wealth Solutions LLC | 0.02% | Reduce -1.2% | 2,176 | $26K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 2,046 | $24K |
| GW&K Investment Management, LLC | 0.00% | No change | 2,083 | $24K |
| Sachetta, LLC | 0.01% | No change | 2,014 | $24K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +12.2% | 1,925 | $23K |
| SageView Advisory Group, LLC | 0.00% | New | 1,906 | $22K |
| Highline Wealth Partners LLC | 0.01% | No change | 1,855 | $22K |
| Medallion Wealth Advisors, LLC | 0.01% | New | 1,700 | $20K |
| Manchester Capital Management LLC | 0.00% | Reduce -1.8% | 1,656 | $19K |
| Albion Financial Group | 0.00% | No change | 1,647 | $19K |
| SHP Wealth Management | 0.00% | — | 1,603 | $19K |
| Manning & Napier Advisors LLC | 0.00% | New | 1,556 | $18K |
| Oakworth Capital, Inc. | 0.00% | New | 1,430 | $17K |
| YANKCOM Partnership | 0.01% | New | 1,398 | $16K |
| Basepoint Wealth LLC | 0.01% | New | 1,397 | $16K |
| Strategic Advocates LLC | 0.00% | Add +95.9% | 1,293 | $15K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,292 | $15K |
| Atlantic Private Wealth, LLC | 0.01% | Add +377.4% | 1,265 | $15K |
| Essential Partners LLC | 0.00% | Reduce -21.1% | 1,251 | $15K |
| Grove Bank & Trust | 0.00% | No change | 1,250 | $15K |
| Bare Financial Services, Inc | 0.00% | Reduce -19.7% | 1,207 | $14K |
| LRI Investments, LLC | 0.00% | No change | 1,202 | $14K |
| Redmont Wealth Advisors LLC | 0.02% | No change | 1,176 | $14K |
| Elyxium Wealth, LLC | 0.00% | New | 1,136 | $13K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -4.8% | 1,061 | $12K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 1,059 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1,058 | $12K |
| Financial Consulate, Inc. | 0.00% | Add +35.5% | 1,007 | $12K |
| Cary Street Partners Financial LLC | 0.00% | New | 1,000 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Add +77.6% | 993 | $12K |
| Ancora Advisors LLC | 0.00% | New | 982 | $12K |
| Valued Wealth Advisors LLC | 0.00% | No change | 925 | $11K |
| FWL Investment Management, LLC | 0.00% | Reduce -53.1% | 919 | $11K |
| SJS Investment Consulting Inc. | 0.00% | New | 894 | $10K |
| Principia Wealth Advisory, LLC | 0.01% | Reduce -0.1% | 846 | $10K |
| Stone House Investment Management, LLC | 0.00% | Add +574.2% | 809 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +993.1% | 798 | $9K |
| IMA Advisory Services, Inc. | 0.00% | New | 773 | $9K |
| CX Institutional | 0.00% | Add +94.2% | 800 | $9K |
| Proffitt & Goodson Inc. | 0.00% | Reduce -12.8% | 716 | $8K |
| JNBA Financial Advisors | 0.00% | New | 703 | $8K |
| Cornerstone Financial Management LLC | 0.01% | — | 680 | $8K |
| Merited Wealth, LLC | 0.01% | — | 679 | $8K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 676 | $8K |
| Independence Bank of Kentucky | 0.00% | New | 674 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 670 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.9% | 667 | $8K |
| Raffa Wealth Management, LLC | 0.00% | Add +211.4% | 657 | $8K |
| CENTRAL TRUST Co | 0.00% | Add +492.9% | 581 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 573 | $7K |
| Nemes Rush Group LLC | 0.00% | New | 572 | $7K |
| Lanark Financial, Inc. | 0.00% | Reduce -5.7% | 559 | $7K |
| First Command Advisory Services, Inc. | 0.00% | Add +78.8% | 549 | $6K |
| Ares Financial Consulting, LLC | 0.01% | — | 537 | $6K |
| North Star Investment Management Corp. | 0.00% | Add +529.8% | 529 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 517 | $6K |
| Paladin Partners, LLC | 0.00% | — | 510 | $6K |
| Triumph Capital Management | 0.00% | New | 503 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 459 | $5K |
| Toth Financial Advisory Corp. | 0.00% | Add +16.3% | 442 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | New | 435 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 432 | $5K |
| ORG Partners LLC | 0.00% | No change | 425 | $5K |
| Heritage Wealth Advisors | 0.00% | No change | 400 | $5K |
| Bravera Wealth | 0.00% | — | 392 | $5K |
| Tompkins Financial Corp. | 0.00% | Add +214.2% | 377 | $4K |
| Copeland Capital Management, LLC | 0.00% | No change | 359 | $4K |
| NFSG Corp | 0.00% | New | 346 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | New | 333 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 318 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | New | 300 | $4K |
| Webster Bank, N. A. | 0.00% | New | 300 | $4K |
| Dunhill Financial, LLC | 0.00% | New | 299 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 292 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 281 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 278 | $3K |
| HM Payson & Co. | 0.00% | New | 236 | $3K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 230 | $3K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 226 | $3K |
| American Capital Advisory, LLC | 0.00% | Reduce -0.5% | 206 | $2K |
| Wealth Watch Advisors, INC | 0.00% | No change | 199 | $2K |
| Kilter Group LLC | 0.00% | New | 192 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Add +117.2% | 189 | $2K |
| Lodestone Wealth Management LLC | 0.00% | New | 178 | $2K |
| MCF Advisors LLC | 0.00% | New | 172 | $2K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +1.2% | 164 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 158 | $2K |
| MV Capital Management, Inc. | 0.00% | New | 155 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 120 | $1K |
| TD Capital Management LLC | 0.00% | New | 107 | $1K |
| WPG Advisers, LLC | 0.00% | New | 105 | $1K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $1K |
| Trust Co. of Toledo NA | 0.00% | Reduce -50.0% | 100 | $1K |
| Trust Co | 0.00% | New | 98 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 83 | $970 |
| Crewe Advisors LLC | 0.00% | New | 78 | $915 |
| Anfield Capital Management, LLC | 0.00% | No change | 67 | $786 |
| Bayban | 0.00% | — | 62 | $727 |
| West Branch Capital LLC | 0.00% | No change | 37 | $439 |
| Bogart Wealth, LLC | 0.00% | No change | 31 | $364 |
| Kelleher Financial Advisors | 0.00% | No change | 24 | $282 |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $165 |
| Graney & King, LLC | 0.00% | No change | 10 | $119 |
| High Note Wealth, LLC | 0.00% | No change | 4 | $48 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $24 |
"% 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.