StandardaeroSARO

13F holders, Q1 2026 (March 31)
328holders +81
107new positions
26sold out
7famous investors
$25.85avg. 13F price*

At the end of Q1 2026, 328 institutions reported holding Standardaero Inc. (SARO) in their 13F filings, up 81 from Q4 2025. 107 opened new positions and 26 sold out. The largest holders were Carlyle Group Inc. ($2.2B), T. Rowe Price Associates Inc. ($1.0B) and BlackRock, Inc. ($562.8M). 7 famous investors held it, including George Soros (0.3% of Soros Fund Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Standardaero Inc.
CUSIP
85423L103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q4 2024: 132Q4 2024Q1 2025: 205Q1 2025Q2 2025: 225Q2 2025Q3 2025: 233Q3 2025Q4 2025: 247Q4 2025Q1 2026: 328Q1 2026Q2 2026: 364Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions107$371.8M
Exits26$134.1M

All 13F filers, Q4 2025 → Q1 2026: 96,920,790 shares bought and 80,624,573 shares sold, net +16,296,217 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 328 holders

Carlyle Group Inc. 20.57% Reduce -44.6% 84,587,035 $2.2B
T. Rowe Price Associates Inc. 0.12% Add +178.9% 39,045,718 $1.0B
BlackRock, Inc. 0.01% Add +133.6% 21,787,131 $562.8M
Allspring Global Investments Holdings, LLC 0.66% Add +42.9% 15,081,516 $395.9M
T. Rowe Price Investment Management, Inc. 0.24% Add +11.4% 13,345,996 $344.7M
State Street Corp. 0.01% Add +123.5% 12,674,968 $327.4M
Janus Henderson Group PLC 0.15% Add +7.3% 12,040,337 $311.0M
Victory Capital Management Inc. 0.16% Add +88.6% 9,507,446 $245.6M
Wellington Management Group LLP 0.04% Reduce -24.8% 8,170,466 $211.0M
Vanguard Capital Management LLC 0.01% — 7,783,272 $201.0M
Vanguard Portfolio Management LLC 0.01% — 7,175,200 $185.3M
Bessemer Group Inc. 0.19% Add +54.6% 4,798,854 $124.0M
Findlay Park Partners LLP 1.47% New 4,084,441 $105.5M
FMR LLC 0.01% Add +27.6% 3,836,353 $99.1M
Geode Capital Management, LLC 0.01% Add +54.3% 3,682,456 $95.1M
Bank of America Corp. 0.01% Add +82.8% 3,502,681 $90.5M
Invesco Ltd. 0.01% Add +18.0% 3,490,818 $90.2M
UBS Group AG 0.02% Add +326.0% 3,472,938 $89.7M
Massachusetts Financial Services Co. 0.03% Reduce -6.4% 3,245,097 $83.8M
Brown Advisory Inc. 0.12% Reduce -15.4% 2,864,638 $74.0M
Parnassus Investments, LLC 0.20% Add +4.6% 2,627,220 $67.9M
Raymond James Financial Inc. 0.02% Reduce -5.3% 2,241,763 $56.6M
M.D. Sass, LLC 4.21% Add +7.9% 2,149,680 $55.5M
Burkehill Global Management, LP 2.57% Add +26.6% 1,899,646 $49.1M
ArrowMark Colorado Holdings LLC 1.14% Reduce -13.6% 1,657,434 $42.8M
Morgan Stanley 0.00% Add +92.8% 1,627,118 $42.0M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Reduce -13.6% 1,575,000 $40.7M
Northern Trust Corp. 0.00% Add +131.1% 1,449,594 $37.4M
Sei Investments Co. 0.03% Add +55.4% 1,439,421 $37.2M
Charles Schwab Investment Management Inc. 0.01% Add +59.2% 1,356,381 $35.0M
Dimensional Fund Advisors LP 0.01% Add +2121.2% 1,336,831 $34.5M
Millennium Management 0.02% Add +67.8% 1,228,865 $31.7M
Alkeon Capital Management LLC 0.14% Reduce -29.4% 1,202,019 $31.0M
Ghisallo Capital Management LLC 0.86% Add +500.0% 1,200,000 $31.0M
Vanguard Fiduciary Trust Co. 0.01% — 1,168,909 $30.2M
Citadel Advisors 0.02% Add +668.7% 1,156,920 $29.9M
Bank of New York Mellon Corp 0.01% Add +118.8% 1,114,263 $28.8M
Kennedy Capital Management LLC 0.61% Add +13.5% 1,113,915 $28.8M
Trinity Street Asset Management LLP 1.76% New 994,658 $25.7M
Verbena Value LP 3.76% Add +379.3% 889,600 $23.0M
Trexquant Investment LP 0.16% Add +178.7% 856,040 $22.1M
Zimmer Partners, LP 0.56% Add +135.5% 850,000 $22.0M
Goldman Sachs Group Inc. 0.00% Add +90.6% 840,434 $21.7M
MetLife Investment Management, LLC 0.11% Add +28187.5% 826,277 $21.3M
Renaissance Technologies 0.03% Add +36.1% 814,800 $21.0M
Alyeska Investment Group, L.P. 0.06% Reduce -17.3% 811,190 $21.0M
J. Goldman & Co LP 0.92% Add +75.7% 769,996 $19.9M
TD Asset Management Inc 0.02% Add +7.4% 748,266 $19.3M
Barclays PLC 0.01% Add +341.7% 730,201 $18.9M
Woodline Partners LP 0.07% Reduce -11.1% 721,436 $18.6M
Vulcan Value Partners, LLC 0.49% Add +51.5% 716,983 $18.5M
Ameriprise Financial Inc. 0.00% Add +18.2% 709,683 $18.3M
Soros Fund Management 0.33% Add +64.9% 700,000 $18.1M
Nuveen, LLC 0.00% Add +2.8% 652,917 $16.9M
HRT Financial LP 0.04% New 638,706 $16.5M
Seven Grand Managers, LLC 1.10% Add +70.0% 637,500 $16.5M
Davidson Investment Advisors 0.68% Add +35.6% 607,047 $15.7M
Laurion Capital Management LP 1.53% New 600,000 $15.5M
Federated Hermes, Inc. 0.02% Add +123.9% 574,884 $14.8M
First Trust Advisors LP 0.01% Add +389.8% 544,989 $14.1M
Rhumbline Advisers 0.01% Add +310.0% 517,111 $13.4M
Ensign Peak Advisors, Inc 0.02% Reduce -0.8% 468,043 $12.1M
Algert Global LLC 0.18% New 465,511 $12.0M
Yaupon Capital Management LP 0.59% New 459,407 $11.9M
Principal Financial Group Inc. 0.01% New 424,161 $11.0M
Natixis 0.04% New 415,644 $10.7M
Mountaineer Partners Management, LLC 5.23% Add +10.9% 407,435 $10.5M
Swiss National Bank 0.01% Add +33.9% 390,100 $10.1M
Legal & General Group Plc 0.00% Add +76.0% 383,840 $9.9M
Alliancebernstein L.P. 0.00% Add +552.0% 339,385 $9.7M
Verition Fund Management LLC 0.10% Add +79.3% 370,000 $9.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +24.4% 365,049 $9.4M
Los Angeles Capital Management LLC 0.04% Add +250.1% 350,855 $9.1M
Manufacturers Life Insurance Company, The 0.01% Add +702.0% 349,350 $9.0M
Sculptor Capital LP 0.21% New 341,622 $8.8M
JPMorgan Chase & Co. 0.00% Add +75.2% 348,467 $8.8M
Unisphere Establishment 0.07% Add +66.7% 325,000 $8.4M
DLD Asset Management, LP 2.34% New 300,000 $7.7M
Roubaix Capital, LLC 3.55% Add +0.7% 294,397 $7.6M
Gotham Asset Management 0.02% Add +553.3% 272,508 $7.0M
Holocene Advisors, LP 0.02% New 272,002 $7.0M
ExodusPoint Capital Management, LP 0.07% New 269,474 $7.0M
Next Century Growth Investors LLC 0.49% Reduce -2.3% 262,996 $6.8M
Lazard Asset Management LLC 0.01% Add +2.1% 260,162 $6.7M
AQR Capital Management 0.00% Add +242.0% 239,951 $6.1M
California State Teachers Retirement System 0.01% Add +67.6% 232,942 $6.0M
Retirement Systems of Alabama 0.02% New 232,507 $6.0M
XTX Topco Ltd 0.10% New 232,342 $6.0M
Hudson Bay Capital Management LP 0.04% New 228,511 $5.9M
Citigroup Inc. 0.00% Add +78.3% 224,560 $5.8M
Worldquant Millennium Advisors LLC 0.02% New 209,749 $5.4M
Peregrine Capital Management LLC 0.20% New 207,884 $5.4M
Marshall Wace, LLP 0.01% Add +31.6% 201,338 $5.2M
Jefferies Financial Group Inc. 0.06% New 196,450 $5.1M
Kirr Marbach & Co. LLC 0.92% New 195,513 $5.1M
Element Capital Management LLC 1.87% New 185,000 $4.8M
Gabelli Funds LLC 0.03% Add +1202.2% 182,311 $4.7M
BNP Paribas Financial Markets 0.00% Add +114.0% 179,844 $4.6M
SG Americas Securities, LLC 0.01% Add +1714.7% 177,643 $4.6M
Centiva Capital, LP 0.21% New 172,222 $4.4M
Schonfeld Strategic Advisors LLC 0.04% New 169,797 $4.4M
Thornburg Investment Management Inc. 0.04% Reduce -28.0% 167,359 $4.3M
EVR Research LP 2.43% New 165,000 $4.3M
Royal Bank of Canada 0.00% Add +0.3% 161,325 $4.2M
Bridgewater Associates 0.02% Reduce -18.3% 160,689 $4.2M
Atom Investors LP 0.30% New 159,890 $4.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 153,587 $4.0M
New York State Common Retirement Fund 0.01% Add +44.5% 152,895 $3.9M
SeaBridge Investment Advisors LLC 0.66% Add +161.6% 151,838 $3.9M
CI Investments Inc. 0.02% Add +13.2% 150,097 $3.9M
Covalis Capital LLP 0.24% New 150,000 $3.9M
Burling Wealth Partners, LLC 0.62% Add +544.2% 147,832 $3.8M
Tidal Investments LLC 0.01% New 143,707 $3.7M
Envestnet Asset Management Inc. 0.00% Add +43.3% 141,805 $3.7M
Capricorn Fund Managers Ltd 0.53% New 130,705 $3.4M
Jain Global LLC 0.04% New 121,773 $3.1M
Expect Equity LLC 2.39% Add +46.0% 118,978 $3.1M
Vestmark Advisory Solutions, Inc. 0.03% Add +25.3% 118,233 $3.1M
Wells Fargo & Company 0.00% Add +27.3% 111,554 $2.9M
Perbak Capital Partners LLP 0.70% New 109,800 $2.8M
Quantbot Technologies LP 0.12% New 109,712 $2.8M
Renaissance Capital LLC 1.96% Add +21.0% 109,091 $2.7M
Quantinno Capital Management LP 0.00% Add +162.9% 101,777 $2.6M
Deutsche Bank AG 0.00% Reduce -81.7% 101,073 $2.6M
Freshford Capital Management, LLC 1.29% New 100,000 $2.6M
Police & Firemen's Retirement System of New Jersey 0.02% Add +61.4% 99,166 $2.6M
State of Tennessee, Department of Treasury 0.01% Add +28.8% 98,432 $2.5M
Aquatic Capital Management LLC 0.07% Add +1115.3% 98,022 $2.5M
Treasurer of the State of North Carolina 0.01% Add +64.8% 97,855 $2.5M
WINTON GROUP Ltd 0.09% Add +195.7% 95,608 $2.5M
LuminArx Capital Management LP 2.55% New 95,000 $2.5M
Qsemble Capital Management, LP 0.18% New 92,289 $2.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +55.0% 89,848 $2.3M
Amalgamated Bank 0.02% Add +1064.7% 85,058 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.0% 81,913 $2.1M
PenderFund Capital Management Ltd. 0.97% Add +0.7% 81,250 $2.1M
KLP Kapitalforvaltning As 0.01% Add +37.4% 80,500 $2.1M
Johnson Investment Counsel Inc. 0.02% New 79,454 $2.1M
Vanguard Global Advisers, LLC 0.00% — 76,326 $2.0M
Cerity Partners LLC 0.00% Reduce -49.9% 74,727 $1.9M
Delaney Capital Management Ltd. 0.30% Add +14.9% 72,910 $1.9M
Mutual of America Capital Management LLC 0.02% New 72,679 $1.9M
Bleakley Financial Group, LLC 0.03% Add +29.7% 72,586 $1.9M
Boston Partners 0.00% New 69,637 $1.8M
SummitTX Capital, L.P. 0.06% New 68,903 $1.8M
Focus Partners Wealth 0.00% New 68,088 $1.8M
Public Employees Retirement System of Ohio 0.01% Add +56.7% 66,809 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -67.7% 64,458 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% New 60,000 $1.6M
HBK Investments L P 0.02% New 60,000 $1.5M
Axq Capital, LP 0.20% Add +71.0% 59,254 $1.5M
Handelsbanken Fonder AB 0.01% Add +45.6% 58,100 $1.5M
Brevan Howard Capital Management LP 0.02% New 57,153 $1.5M
Freestone Grove Partners LP 0.01% Reduce -63.2% 56,725 $1.5M
Yousif Capital Management, LLC 0.02% New 56,479 $1.5M
Louisiana State Employees Retirement System 0.02% New 55,000 $1.4M
Captrust Financial Advisors 0.00% Add +284.3% 54,650 $1.4M
Arizona State Retirement System 0.01% Add +31.3% 54,166 $1.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +95.1% 53,215 $1.4M
Rafferty Asset Management, LLC 0.01% Add +57.7% 50,926 $1.3M
Vanguard Investments Australia, Ltd. 0.00% — 50,816 $1.3M
LPL Financial LLC 0.00% Add +14.6% 50,459 $1.3M
Maven Securities LTD 0.08% New 50,000 $1.3M
EntryPoint Capital, LLC 0.38% New 49,805 $1.3M
HSBC Holdings PLC 0.00% New 48,138 $1.2M
Aster Capital Management (DIFC) Ltd 0.40% Add +1162.6% 46,287 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% New 47,519 $1.2M
Jupiter Asset Management Ltd. 0.01% New 45,909 $1.2M
State of Michigan Retirement System 0.01% New 45,600 $1.2M
Fifth Third Bancorp 0.00% Add +19400.4% 44,656 $1.2M
Thrivent Financial for Lutherans 0.00% New 42,730 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.02% New 42,488 $1.1M
Allstate Corp. 0.01% New 42,271 $1.1M
Brant Point Investment Management LLC 0.29% Reduce -47.9% 41,564 $1.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +10.1% 40,536 $1.0M
GM Advisory Group, LLC 0.04% Reduce -42.9% 40,000 $1.0M
New Mexico Educational Retirement Board 0.03% New 39,800 $1.0M
Morse Asset Management, Inc 0.21% Add +3.4% 39,036 $1.0M
Oregon Public Employees Retirement Fund 0.01% New 38,900 $1.0M
New York State Teachers Retirement System 0.00% New 38,875 $1.0M
Ionic Capital Management LLC 0.95% New 36,503 $943K
Ameritas Investment Partners, Inc. 0.03% New 34,938 $902K
Russell Investments Group, Ltd. 0.00% Add +115.0% 34,734 $897K
Quadrature Capital Ltd 0.01% New 33,914 $876K
Pictet Asset Management Holding SA 0.00% Add +24.1% 30,940 $799K
Graham Capital Management, L.P. 0.03% New 28,116 $726K
Creative Planning 0.00% Add +104.6% 28,038 $724K
First Eagle Investment Management, LLC 0.00% Add +18.7% 27,900 $721K
Xponance LLC 0.01% Add +233.9% 27,576 $712K
Teacher Retirement System of Texas 0.00% Reduce -98.7% 26,080 $674K
Ethic Inc. 0.01% Add +60.9% 26,006 $672K
Harbor Advisors LLC 0.09% No change 25,125 $649K
CenterBook Partners LP 0.03% Reduce -17.5% 24,940 $644K
Abn Amro Investment Solutions 0.01% New 24,822 $641K
Diametric Capital, LP 0.16% Reduce -43.8% 24,143 $624K
Shay Capital LLC 0.09% New 23,796 $615K
Boothbay Fund Management, LLC 0.01% New 23,063 $596K
Pacer Advisors, Inc. 0.00% New 22,432 $579K
Silvercrest Asset Management Group LLC 0.00% Reduce -2.9% 22,361 $578K
Infrastructure Capital Advisors, LLC 0.08% Reduce -7.9% 22,008 $568K
Dynamic Technology Lab Private Ltd 0.09% New 21,750 $562K
Summit Trail Advisors, LLC 0.01% Add +22.8% 21,692 $560K
Martingale Asset Management L P 0.01% New 21,668 $560K
Two Sigma Investments, LP 0.00% Add +14.9% 20,800 $537K
Daiwa Securities Group Inc. 0.00% Add +14.5% 20,027 $517K
PDT Partners, LLC 0.03% No change 20,000 $517K
State of Wisconsin Investment Board 0.00% Add +138.7% 19,203 $496K
State of Alaska, Department of Revenue 0.01% New 18,970 $489K
Engineers Gate Manager LP 0.01% Add +76.5% 18,537 $479K
Jump Financial, LLC 0.01% Add +147.8% 18,161 $469K
State of Wyoming 0.06% New 18,145 $469K
Voya Investment Management LLC 0.00% Add +59.6% 17,164 $443K
Bank of Montreal 0.00% New 16,583 $428K
Smithfield Trust Co 0.02% New 16,700 $428K
Quadrant Capital Group LLC 0.01% New 16,520 $427K
Corient Private Wealth LP 0.00% New 15,895 $406K
NewEdge Advisors, LLC 0.00% New 14,834 $383K
Sender Co & Partners, Inc. 0.27% New 14,144 $365K
Securian Asset Management, Inc. 0.01% New 13,979 $361K
Granite Investment Partners, LLC 0.02% Add +47.6% 13,373 $345K
Walleye Capital LLC 0.00% Add +2501.4% 12,929 $334K
Swiss Life Asset Management Ltd 0.00% Add +80.5% 12,756 $329K
Concentric Capital Strategies, LP 0.03% New 12,173 $314K
Utah Retirement Systems 0.00% Add +62.1% 12,139 $314K
Prudential Financial Inc. 0.00% New 11,845 $306K
Maryland State Retirement & Pension System 0.01% New 11,746 $303K
American Century Companies Inc. 0.00% New 11,736 $303K
Nicholas Investment Partners, LP 0.02% Add +65.3% 11,552 $298K
Advisor OS, LLC 0.02% Add +21.8% 11,205 $289K
Public Employees Retirement Association of Colorado 0.00% No change 11,163 $288K
Banque Transatlantique SA 0.01% New 10,872 $281K
Integrated Quantitative Investments LLC 0.05% New 10,701 $276K
Legato Capital Management LLC 0.03% New 10,701 $276K
Canada Pension Plan Investment Board 0.00% Reduce -38.4% 10,600 $274K
CIBC Asset Management Inc 0.00% No change 10,510 $271K
Cohen & Steers, Inc. 0.00% Reduce -50.0% 10,000 $258K
Storgate, LLC 0.20% Add +30.8% 9,974 $258K
Archer Investment Corp 0.05% New 9,381 $242K
Tower Research Capital LLC (TRC) 0.01% Add +48.1% 9,265 $239K
Franklin Resources Inc. 0.00% Reduce -0.3% 9,171 $237K
PNC Financial Services Group, Inc. 0.00% Add +100.7% 9,105 $235K
Federation des caisses Desjardins du Quebec 0.00% Reduce -25.1% 8,757 $226K
Quarry LP 0.05% Reduce -13.6% 8,728 $225K
US Bancorp \de 0.00% Add +15.2% 8,669 $224K
Prelude Capital Management, LLC 0.02% Reduce -8.0% 8,646 $223K
DNB Asset Management AS 0.00% New 8,586 $222K
Scientech Research LLC 0.18% New 8,565 $221K
Mercer Global Advisors Inc. 0.00% New 8,120 $210K
KBC Group NV 0.00% Add +40.2% 7,416 $192K
Sterling Capital Management LLC 0.00% Reduce -7.7% 7,133 $184K
Grandeur Peak Global Advisors, LLC 0.04% Reduce -88.9% 7,079 $183K
STRS Ohio 0.00% Add +61.1% 5,467 $141K
Jones Financial Companies LLLP 0.00% Add +206.6% 5,282 $135K
Farther Finance Advisors, LLC 0.00% Reduce -30.0% 4,759 $125K
Northwestern Mutual Wealth Management Co. 0.00% Add +2137.9% 4,431 $114K
Danske Bank A/S 0.00% Reduce -30.1% 3,510 $91K
Osaic Holdings, Inc. 0.00% Reduce -3.7% 3,359 $87K
Cwm, LLC 0.00% Add +8.8% 3,293 $85K
RiverPark Advisors, LLC 0.04% Reduce -1.3% 3,257 $84K
Parallel Advisors, LLC 0.00% Reduce -10.2% 2,738 $71K
Covestor Ltd 0.05% Reduce -54.7% 2,657 $69K
Aventura Private Wealth, LLC 0.02% Add +60.5% 2,517 $65K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +82.9% 2,482 $64K
UMB Bank, n.a. 0.00% Add +10859.1% 2,411 $62K
Optiver Holding B.V. 0.00% New 1,978 $51K
Ancora Advisors LLC 0.00% Add +90.4% 1,969 $51K
GAMMA Investing LLC 0.00% Add +100.6% 1,942 $50K
FNY Investment Advisers, LLC 0.02% New 1,633 $42K
Nisa Investment Advisors, LLC 0.00% Add +122000.0% 1,221 $32K
Caitong International Asset Management Co., Ltd 0.01% New 1,157 $30K
Nomura Asset Management Co. Ltd. 0.00% New 1,000 $26K
Walleye Trading LLC 0.00% New 999 $26K
First Horizon Corp. 0.00% Reduce -19.4% 975 $25K
EverSource Wealth Advisors, LLC 0.00% Add +11.0% 911 $24K
Versant Capital Management, Inc 0.00% No change 713 $18K
Parkside Financial Bank & Trust 0.00% Add +7477.8% 682 $18K
Salomon & Ludwin, LLC 0.00% New 613 $16K
IFP Advisors, Inc 0.00% Add +78.7% 620 $16K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 600 $15K
Signaturefd, LLC 0.00% Add +232.3% 555 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Add +39.6% 522 $13K
CX Institutional 0.00% New 505 $13K
Financial Management Professionals, Inc. 0.00% New 464 $12K
Allworth Financial LP 0.00% Add +58.4% 404 $10K
Rockefeller Capital Management L.P. 0.00% Add +21.0% 374 $10K
Toth Financial Advisory Corp. 0.00% No change 300 $8K
MCF Advisors LLC 0.00% No change 277 $7K
MAI Capital Management 0.00% Add +95.5% 258 $7K
Assetmark, Inc. 0.00% Add +535.1% 235 $6K
Simplex Trading, LLC 0.00% Reduce -96.7% 230 $6K
Group One Trading LLC 0.00% New 209 $5K
TD Private Client Wealth LLC 0.00% No change 207 $5K
Richardson Capital Management LLC 0.00% New 175 $5K
Wall Street Financial Group, Inc. 0.00% New 173 $4K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +37.7% 157 $4K
Transamerica Financial Advisors, LLC 0.00% Add +160.3% 151 $4K
Larson Financial Group LLC 0.00% No change 148 $4K
Farmers & Merchants Investments Inc. 0.00% New 120 $3K
Zions Bancorporation, National Association 0.00% New 118 $3K
Clearstead Trust, LLC 0.00% Reduce -3.6% 106 $3K
RMG Wealth Management LLC 0.00% New 85 $2K
Cornerstone Planning Group LLC 0.00% Add +2833.3% 88 $2K
Huntington National Bank 0.00% No change 80 $2K
Private Trust Co. NA 0.00% Add +87.9% 62 $2K
Blue Trust, Inc. 0.00% Add +20.0% 54 $1K
Torren Management, LLC 0.00% Reduce -47.1% 45 $1K
Private Wealth Management Group, LLC 0.00% Reduce -25.9% 43 $1K
Marquette Asset Management, LLC 0.00% New 37 $956
Clearstead Advisors, LLC 0.00% Reduce -14.6% 35 $905
DecisionPoint Financial, LLC 0.00% No change 26 $672
CENTRAL TRUST Co 0.00% No change 25 $646
SHP Wealth Management 0.00% Reduce -64.6% 23 $594
AdvisorNet Financial, Inc 0.00% Add +2000.0% 21 $542
Cornerstone Financial Management LLC 0.00% New 20 $517
North Star Investment Management Corp. 0.00% New 20 $517
American Capital Advisory, LLC 0.00% New 14 $362
Cromwell Holdings LLC 0.00% No change 12 $310
TopTier Wealth Management, LLC 0.00% New 12 $310
Keating Financial Advisory Services, Inc. 0.00% No change 12 $310
SouthState Bank Corp 0.00% New 10 $259
Principia Wealth Advisory, LLC 0.00% Reduce -16.7% 10 $258
Signature Equity Partners, LLC 0.00% No change 8 $207
Cassaday & Co Wealth Management LLC 0.00% New 7 $181
Advisory Services Network, LLC 0.00% New 6 $155
Smartleaf Asset Management LLC 0.00% Reduce -60.0% 4 $101
Dunhill Financial, LLC 0.00% No change 2 $64
Root Financial Partners, LLC 0.00% No change 2 $52
Capital Advisors, Ltd. LLC 0.00% No change 12 $0

"% of holder's portfolio" is SARO's weight in each manager's 13F, not the share of Standardaero Inc. the manager owns.