StandardaeroSARO

13F holders, Q2 2026 (June 30)
364holders +36
99new positions
65sold out
8famous investors
$29.91avg. 13F price*

At the end of Q2 2026, 364 institutions reported holding Standardaero Inc. (SARO) in their 13F filings, up 36 from Q1 2026. 99 opened new positions and 65 sold out. The largest holders were Carlyle Group Inc. ($2.5B), T. Rowe Price Associates Inc. ($1.4B) and BlackRock, Inc. ($646.1M). 8 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions99$651.8M
Exits65$209.2M

All 13F filers, Q1 2026 → Q2 2026: 56,163,547 shares bought and 31,868,358 shares sold, net +24,295,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 364 holders

Carlyle Group Inc. 25.30% No change 84,587,035 $2.5B
T. Rowe Price Associates Inc. 0.14% Add +16.1% 45,316,694 $1.4B
BlackRock, Inc. 0.01% Reduce -0.8% 21,602,404 $646.1M
Allspring Global Investments Holdings, LLC 0.70% Add +0.9% 15,225,314 $456.8M
State Street Corp. 0.01% Add +2.8% 13,031,046 $389.8M
Jupiter Topco LLC 0.15% — 12,265,391 $366.9M
Vanguard Capital Management LLC 0.01% Add +35.3% 10,530,153 $315.0M
Vanguard Portfolio Management LLC 0.01% Add +39.0% 9,972,706 $298.3M
Victory Capital Management Inc. 0.17% Add +3.5% 9,842,209 $294.4M
Norges Bank 0.02% — 7,337,516 $219.5M
River Road Asset Management, LLC 2.19% New 6,581,400 $196.8M
T. Rowe Price Investment Management, Inc. 0.13% Reduce -51.1% 6,521,508 $195.1M
UBS Group AG 0.03% Add +79.5% 6,235,322 $186.5M
Bessemer Group Inc. 0.25% Add +25.1% 6,004,626 $179.6M
Bank of America Corp. 0.01% Add +70.7% 5,980,548 $178.9M
Earnest Partners LLC 0.55% New 5,058,565 $151.3M
Findlay Park Partners LLP 2.03% Add +23.2% 5,032,523 $150.5M
Sei Investments Co. 0.12% Add +208.1% 4,435,435 $132.7M
Wellington Management Group LLP 0.02% Reduce -48.5% 4,210,240 $125.9M
Dimensional Fund Advisors LP 0.02% Add +201.8% 4,034,692 $120.6M
Invesco Ltd. 0.01% Add +8.6% 3,789,757 $113.4M
Geode Capital Management, LLC 0.01% Add +1.2% 3,727,637 $111.5M
FMR LLC 0.00% Reduce -3.6% 3,699,843 $110.7M
Fuller & Thaler Asset Management, Inc. 0.26% New 3,129,912 $93.6M
Morgan Stanley 0.00% Add +71.4% 2,788,982 $83.4M
Parnassus Investments, LLC 0.21% Add +0.6% 2,641,574 $79.0M
Brown Advisory Inc. 0.12% Reduce -8.8% 2,611,830 $78.1M
M.D. Sass, LLC 4.65% Add +9.2% 2,346,749 $70.2M
Raymond James Financial Inc. 0.02% Reduce -14.8% 1,910,754 $57.2M
Massachusetts Financial Services Co. 0.01% Reduce -51.3% 1,579,610 $47.2M
Kennedy Capital Management LLC 0.84% Add +41.7% 1,578,131 $47.2M
Northern Trust Corp. 0.01% Add +5.3% 1,526,019 $45.6M
Verbena Value LP 7.52% Add +71.1% 1,521,900 $45.5M
Goldman Sachs Group Inc. 0.00% Add +77.5% 1,491,809 $44.6M
Charles Schwab Investment Management Inc. 0.01% Add +9.9% 1,491,034 $44.6M
Frontier Capital Management Co. LLC 0.40% New 1,449,333 $43.3M
Vanguard Fiduciary Trust Co. 0.01% Add +7.0% 1,250,693 $37.4M
Bank of New York Mellon Corp 0.01% Reduce -1.0% 1,103,475 $33.0M
Burkehill Global Management, LP 1.13% Reduce -47.4% 1,000,000 $29.9M
Trinity Street Asset Management LLP 1.46% Reduce -4.5% 949,492 $28.4M
Zimmer Partners, LP 0.66% Add +9.4% 930,200 $27.8M
William Blair Investment Management, LLC 0.08% New 884,307 $26.4M
MetLife Investment Management, LLC 0.12% Add +5.8% 874,124 $26.1M
Weiss Asset Management LP 0.44% New 866,740 $25.9M
Alkeon Capital Management LLC 0.10% Reduce -29.1% 852,019 $25.5M
Millennium Management 0.02% Reduce -33.3% 819,782 $24.5M
Natixis Advisors, LLC 0.03% New 819,751 $24.5M
Jones Financial Companies LLLP 0.01% Add +15398.7% 818,643 $23.0M
Davidson Investment Advisors 0.89% Add +20.5% 731,491 $21.9M
BNP Paribas Financial Markets 0.01% Add +302.3% 723,455 $21.6M
Ensign Peak Advisors, Inc 0.03% Add +49.4% 699,292 $20.9M
Barclays PLC 0.01% Reduce -10.6% 652,878 $19.5M
Ghisallo Capital Management LLC 0.44% Reduce -50.0% 600,000 $17.9M
Renaissance Technologies 0.02% Reduce -31.1% 561,200 $16.8M
Soros Fund Management 0.28% Reduce -24.8% 526,440 $15.7M
ArrowMark Colorado Holdings LLC 0.66% Reduce -68.4% 524,408 $15.7M
Rhumbline Advisers 0.01% Reduce -0.0% 516,882 $15.5M
Sirios Capital Management L P 1.86% New 512,390 $15.3M
Seven Grand Managers, LLC 0.60% Reduce -21.6% 500,000 $15.0M
Woodline Partners LP 0.04% Reduce -33.3% 481,436 $14.4M
Mountaineer Partners Management, LLC 10.11% Add +14.0% 464,595 $13.9M
Vulcan Value Partners, LLC 0.41% Reduce -37.2% 450,287 $13.5M
Envestnet Asset Management Inc. 0.00% Add +214.4% 445,861 $13.3M
Ameriprise Financial Inc. 0.00% Reduce -37.5% 443,219 $13.2M
Swiss National Bank 0.01% Add +13.5% 442,700 $13.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +19.8% 437,138 $13.1M
Principal Financial Group Inc. 0.01% Add +1.5% 430,566 $12.9M
Mar Vista Investment Partners LLC 1.27% New 427,847 $12.8M
Nuveen, LLC 0.00% Reduce -34.6% 426,999 $12.8M
Jump Financial, LLC 0.12% Add +2217.5% 420,884 $12.6M
TD Asset Management Inc 0.01% Reduce -44.9% 412,184 $12.3M
AQR Capital Management 0.00% Add +75.8% 421,900 $12.3M
JPMorgan Chase & Co. 0.00% Add +15.7% 403,139 $11.9M
Schwartz Investment Counsel Inc. 0.39% New 390,390 $11.7M
First Trust Advisors LP 0.01% Reduce -29.1% 386,196 $11.6M
EVR Research LP 5.67% Add +132.7% 384,000 $11.5M
Manufacturers Life Insurance Company, The 0.01% Add +8.9% 380,330 $11.4M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -76.2% 375,000 $11.2M
Citadel Advisors 0.01% Reduce -69.6% 352,110 $10.5M
Wells Fargo & Company 0.00% Add +200.8% 335,499 $10.0M
Holocene Advisors, LP 0.02% Add +22.6% 333,416 $10.0M
Royal Bank of Canada 0.00% Add +97.8% 319,095 $9.5M
Legal & General Group Plc 0.00% Reduce -26.9% 280,625 $8.4M
Peregrine Capital Management LLC 0.26% Add +29.0% 268,182 $8.0M
California State Teachers Retirement System 0.01% Add +9.4% 254,842 $7.6M
Next Century Growth Investors LLC 0.40% Reduce -4.4% 251,383 $7.5M
Capricorn Fund Managers Ltd 0.55% Add +76.3% 230,491 $6.9M
Gotham Asset Management 0.02% Reduce -15.6% 230,107 $6.9M
Kirr Marbach & Co. LLC 1.16% Add +17.7% 230,053 $6.9M
SeaBridge Investment Advisors LLC 0.98% Add +48.7% 225,832 $6.8M
Alliancebernstein L.P. 0.00% Reduce -28.8% 241,515 $6.2M
Verition Fund Management LLC 0.05% Reduce -46.5% 198,045 $5.9M
Retirement Systems of Alabama 0.02% Reduce -15.7% 195,950 $5.9M
Gabelli Funds LLC 0.04% Add +6.8% 194,693 $5.8M
Algert Global LLC 0.07% Reduce -58.7% 192,221 $5.7M
Hudson Bay Capital Management LP 0.03% Reduce -16.7% 190,358 $5.7M
Fifth Third Bancorp 0.01% Add +324.5% 189,567 $5.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +14.9% 176,515 $5.3M
Thornburg Investment Management Inc. 0.05% Add +4.7% 175,259 $5.2M
Russell Investments Group, Ltd. 0.00% Add +396.4% 172,424 $5.2M
Vestmark Advisory Solutions, Inc. 0.05% Add +41.5% 167,275 $5.0M
Marshall Wace, LLP 0.00% Reduce -21.0% 159,003 $4.8M
Citigroup Inc. 0.00% Reduce -30.0% 157,242 $4.7M
CI Investments Inc. 0.01% Add +3.4% 155,192 $4.6M
Burling Wealth Partners, LLC 0.68% Add +4.5% 154,554 $4.6M
New York State Common Retirement Fund 0.01% Reduce -5.9% 143,895 $4.3M
Tidal Investments LLC 0.01% Reduce -3.6% 138,561 $4.1M
Brevan Howard Capital Management LP 0.06% Add +132.7% 132,968 $4.0M
Scholtz & Company, LLC 1.98% New 132,404 $4.0M
Expect Equity LLC 2.34% Add +2.0% 121,378 $3.6M
Jain Global LLC 0.04% Reduce -3.2% 117,852 $3.5M
Renaissance Capital LLC 1.92% Add +6.7% 116,429 $3.5M
Y-Intercept (Hong Kong) Ltd 0.07% New 114,038 $3.4M
WINTON GROUP Ltd 0.11% Add +19.0% 113,814 $3.4M
Atom Investors LP 0.29% Reduce -30.8% 110,579 $3.3M
Deutsche Bank AG 0.00% Add +5.8% 106,941 $3.2M
Police & Firemen's Retirement System of New Jersey 0.02% Add +5.0% 104,094 $3.1M
Levin Capital Strategies, L.P. 0.21% New 103,906 $3.1M
Stifel Financial Corp. 0.00% New 102,883 $3.1M
Covalis Capital LLP 0.17% Reduce -33.3% 100,000 $3.0M
Treasurer of the State of North Carolina 0.01% Reduce -0.7% 97,215 $2.9M
State of Tennessee, Department of Treasury 0.01% Reduce -1.8% 96,691 $2.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +7.1% 96,194 $2.9M
Boston Partners 0.00% Add +37.1% 95,448 $2.9M
Bleakley Financial Group, LLC 0.04% Add +27.7% 92,682 $2.8M
Gateway Investment Advisers LLC 0.03% New 92,424 $2.8M
Cerity Partners LLC 0.00% Add +22.2% 91,292 $2.7M
Quantinno Capital Management LP 0.00% Reduce -10.5% 91,073 $2.7M
Van Eck Associates Corp. 0.00% New 90,435 $2.7M
Nomura Asset Management International Inc. 0.00% New 89,918 $2.7M
Bridgewater Associates 0.01% Reduce -44.9% 88,615 $2.7M
Amalgamated Bank 0.02% Add +1.3% 86,202 $2.6M
2Xideas AG 1.06% New 82,726 $2.5M
KLP Kapitalforvaltning As 0.01% Add +2.6% 82,600 $2.5M
PenderFund Capital Management Ltd. 1.10% Add +0.9% 81,962 $2.5M
State of New Jersey Common Pension Fund D 0.01% No change 81,913 $2.5M
Johnson Investment Counsel Inc. 0.02% Add +2.0% 81,064 $2.4M
Delaney Capital Management Ltd. 0.37% Add +8.2% 78,920 $2.4M
Worldquant Millennium Advisors LLC 0.01% Reduce -62.8% 78,088 $2.3M
SG Americas Securities, LLC 0.00% Reduce -56.1% 77,930 $2.3M
Handelsbanken Fonder AB 0.01% Add +32.0% 76,700 $2.3M
D. E. Shaw & Co. 0.00% New 75,889 $2.3M
Vanguard Global Advisers, LLC 0.00% Reduce -4.6% 72,798 $2.2M
Orion Porfolio Solutions, LLC 0.02% New 72,792 $2.2M
LPL Financial LLC 0.00% Add +41.1% 71,179 $2.1M
Mutual of America Capital Management LLC 0.02% Reduce -2.7% 70,713 $2.1M
Captrust Financial Advisors 0.00% Add +27.0% 69,384 $2.1M
First American Bank 0.11% New 68,550 $2.1M
Creative Planning 0.00% Add +134.7% 65,800 $2.0M
Public Employees Retirement System of Ohio 0.01% Reduce -1.6% 65,729 $2.0M
Lazard Asset Management LLC 0.00% Reduce -74.8% 65,549 $2.0M
Ionic Capital Management LLC 2.09% Add +78.1% 65,003 $1.9M
SummitTX Capital, L.P. 0.05% Reduce -8.0% 63,417 $1.9M
EntryPoint Capital, LLC 0.45% Add +24.2% 61,857 $1.9M
Arizona State Retirement System 0.01% Add +12.4% 60,870 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 60,000 $1.8M
Balyasny Asset Management L.P. 0.00% New 59,438 $1.8M
Vanguard Investments Australia, Ltd. 0.00% Add +10.6% 56,184 $1.7M
Louisiana State Employees Retirement System 0.02% Add +0.7% 55,400 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -5.7% 53,275 $1.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -10.2% 47,794 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -4.5% 45,356 $1.4M
State of Michigan Retirement System 0.01% Reduce -2.9% 44,300 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 42,617 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -1.5% 42,071 $1.3M
New York State Teachers Retirement System 0.00% Add +5.3% 40,935 $1.2M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 40,536 $1.2M
New Mexico Educational Retirement Board 0.03% No change 39,800 $1.2M
Oregon Public Employees Retirement Fund 0.01% Add +0.8% 39,200 $1.2M
Evergreen Capital Management LLC 0.02% New 39,054 $1.2M
Rafferty Asset Management, LLC 0.00% Reduce -24.6% 38,377 $1.1M
Ethic Inc. 0.01% Add +35.9% 35,353 $1.1M
Pictet Asset Management Holding SA 0.00% Add +13.9% 35,242 $1.1M
Ameritas Investment Partners, Inc. 0.03% No change 34,938 $1.0M
Storgate, LLC 0.21% Add +246.8% 34,595 $1.0M
Summit Trail Advisors, LLC 0.01% Add +58.6% 34,407 $1.0M
OneDigital Investment Advisors LLC 0.01% New 33,412 $999K
Two Sigma Investments, LP 0.00% Add +46.1% 30,400 $909K
State of Wisconsin Investment Board 0.00% Add +53.7% 29,521 $883K
Infrastructure Capital Advisors, LLC 0.12% Add +33.6% 29,402 $879K
Quadrant Capital Group LLC 0.02% Add +76.7% 29,190 $873K
Cornerstone Investment Partners, LLC 0.03% New 28,791 $861K
M&T Bank Corp 0.00% New 26,694 $799K
American Century Companies Inc. 0.00% Add +127.4% 26,685 $798K
Teacher Retirement System of Texas 0.00% Add +1.7% 26,529 $793K
Frec Markets, Inc. 0.07% New 26,143 $782K
Boothbay Fund Management, LLC 0.01% Add +10.2% 25,419 $760K
Xponance LLC 0.00% Reduce -7.9% 25,399 $760K
Harbor Advisors LLC 0.09% No change 25,125 $751K
NewEdge Advisors, LLC 0.00% Add +68.5% 24,988 $747K
New Age Alpha Advisors, LLC 0.03% New 24,903 $745K
Sanctuary Advisors, LLC 0.00% New 24,007 $718K
Oppenheimer Asset Management Inc. 0.01% New 23,331 $698K
Susquehanna International Group, LLP 0.00% Reduce -64.9% 22,651 $677K
Silvercrest Asset Management Group LLC 0.00% Add +0.1% 22,374 $669K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 22,294 $667K
PNC Financial Services Group, Inc. 0.00% Add +141.6% 21,997 $658K
Commonwealth Equity Services, LLC 0.00% New 21,986 $658K
Allstate Corp. 0.01% Reduce -49.2% 21,492 $643K
Pacer Advisors, Inc. 0.00% Reduce -5.3% 21,244 $635K
PDT Partners, LLC 0.03% No change 20,000 $598K
Lighthouse Investment Partners, LLC 0.02% New 19,583 $586K
Daiwa Securities Group Inc. 0.00% Reduce -2.4% 19,540 $584K
Cetera Investment Advisers 0.00% New 18,919 $566K
State of Alaska, Department of Revenue 0.01% Reduce -2.1% 18,564 $555K
Voya Investment Management LLC 0.00% Add +1.8% 17,466 $522K
Inspire Investing, LLC 0.02% New 17,130 $512K
Vise Technologies, Inc. 0.01% New 16,955 $507K
Blue Trust, Inc. 0.01% Add +31044.4% 16,818 $503K
Atria Investments, Inc 0.01% New 16,704 $500K
Bank of Montreal 0.00% Add +0.1% 16,598 $496K
United Capital Financial Advisors, LLC 0.00% New 16,032 $480K
Banque Transatlantique SA 0.01% Add +44.6% 15,725 $470K
Federation des caisses Desjardins du Quebec 0.00% Add +79.5% 15,722 $470K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 15,682 $469K
CenterBook Partners LP 0.02% Reduce -37.5% 15,587 $466K
HighTower Advisors, LLC 0.00% New 15,183 $454K
Centiva Capital, LP 0.02% Reduce -91.3% 14,998 $449K
Smithfield Trust Co 0.02% Reduce -10.6% 14,930 $446K
Swiss Life Asset Management Ltd 0.00% Add +16.6% 14,876 $445K
Vanguard Personalized Indexing Management, LLC 0.00% New 14,815 $443K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 14,800 $443K
Wealth Enhancement Advisory Services, LLC 0.00% New 15,285 $427K
Aster Capital Management (DIFC) Ltd 0.09% Reduce -70.8% 13,526 $405K
Dynamic Technology Lab Private Ltd 0.09% Reduce -40.0% 13,041 $390K
Securian Asset Management, Inc. 0.01% Add +0.1% 13,997 $374K
Patten Group, Inc. 0.06% New 12,376 $370K
Prudential Financial Inc. 0.00% Add +2.8% 12,175 $364K
Utah Retirement Systems 0.00% No change 12,139 $363K
Advisor OS, LLC 0.02% Add +7.5% 12,045 $360K
Corient Private Wealth LP 0.00% Reduce -26.1% 11,746 $351K
Maryland State Retirement & Pension System 0.01% No change 11,746 $351K
Public Employees Retirement Association of Colorado 0.00% No change 11,163 $334K
Jane Street Group, LLC 0.00% New 10,863 $325K
CIBC Asset Management Inc 0.00% No change 10,510 $314K
DNB Asset Management AS 0.00% Add +20.4% 10,335 $309K
Cohen & Steers, Inc. 0.00% No change 10,000 $299K
Federated Hermes, Inc. 0.00% Reduce -98.3% 9,619 $288K
VARCOV Co. 0.11% New 9,432 $282K
Integrated Quantitative Investments LLC 0.05% Reduce -11.9% 9,424 $282K
Legato Capital Management LLC 0.02% Reduce -11.9% 9,424 $282K
US Bancorp \de 0.00% Add +6.8% 9,263 $277K
Wellspring Financial Advisors, LLC 0.02% New 9,242 $276K
Commerce Bank 0.00% New 9,211 $276K
Coldstream Capital Management Inc. 0.00% New 9,064 $271K
Sagewood Asset Management LP 0.06% New 8,999 $269K
Tower Research Capital LLC (TRC) 0.01% Reduce -11.5% 8,197 $245K
MML Investors Services, LLC 0.00% New 7,859 $235K
Steward Partners Investment Advisory, LLC 0.00% New 7,757 $232K
Mercer Global Advisors Inc. 0.00% Reduce -5.7% 7,659 $229K
ProShare Advisors LLC 0.00% New 7,471 $223K
STRS Ohio 0.00% Add +36.4% 7,455 $223K
KBC Group NV 0.00% No change 7,416 $222K
DRW Securities, LLC 0.01% New 7,240 $217K
Franklin Resources Inc. 0.00% Reduce -21.2% 7,226 $216K
Osaic Holdings, Inc. 0.00% Add +111.9% 7,117 $213K
&partners 0.00% New 7,055 $211K
Sterling Capital Management LLC 0.00% Reduce -3.7% 6,867 $205K
North Dakota State Investment Board 0.01% New 6,852 $205K
Evolve Private Wealth, LLC 0.01% New 6,715 $201K
AlphaCore Capital LLC 0.00% New 6,687 $200K
Freestone Grove Partners LP 0.00% Reduce -89.0% 6,270 $188K
Walleye Capital LLC 0.00% Reduce -59.3% 5,259 $157K
Quarry LP 0.02% Reduce -43.9% 4,897 $146K
Group One Trading LLC 0.00% Add +2146.9% 4,696 $140K
Rockefeller Capital Management L.P. 0.00% Add +925.4% 3,835 $115K
Danske Bank A/S 0.00% Add +5.8% 3,712 $111K
RiverPark Advisors, LLC 0.05% Reduce -1.2% 3,219 $96K
Covestor Ltd 0.05% Add +12.8% 2,996 $90K
GAMMA Investing LLC 0.00% Add +54.6% 3,002 $90K
UMB Bank, n.a. 0.00% Add +17.3% 2,828 $85K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +9.8% 2,726 $82K
Aventura Private Wealth, LLC 0.02% Add +6.2% 2,672 $80K
Nykredit A/S 0.00% — 2,158 $65K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +1265.6% 2,144 $64K
Arax Advisory Partners 0.00% New 2,110 $63K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -58.3% 1,849 $55K
Bruce G. Allen Investments, LLC 0.04% New 1,835 $55K
Signaturefd, LLC 0.00% Add +201.8% 1,675 $50K
Essential Partners LLC 0.02% New 1,527 $46K
Simplex Trading, LLC 0.00% Add +510.0% 1,403 $42K
Farther Finance Advisors, LLC 0.00% Reduce -73.3% 1,270 $38K
EverSource Wealth Advisors, LLC 0.00% Add +20.8% 1,100 $33K
First Horizon Corp. 0.00% Add +10.7% 1,079 $32K
Silvant Capital Management LLC 0.00% New 815 $24K
Parallel Advisors, LLC 0.00% Reduce -71.2% 790 $24K
Trust Co. of Toledo NA 0.00% New 776 $23K
Global Retirement Partners, LLC 0.00% — 753 $23K
MassMutual Private Wealth & Trust, FSB 0.00% Add +43.1% 747 $22K
Los Angeles Capital Management LLC 0.00% Reduce -99.8% 692 $21K
Parkside Financial Bank & Trust 0.00% Reduce -0.7% 677 $20K
Allworth Financial LP 0.00% Add +54.7% 625 $19K
IFP Advisors, Inc 0.00% Reduce -24.8% 466 $14K
Caitong International Asset Management Co., Ltd 0.00% Reduce -59.8% 465 $14K
Financial Management Professionals, Inc. 0.00% No change 464 $14K
Global X Japan Co., Ltd. 0.00% New 423 $13K
Versant Capital Management, Inc 0.00% Reduce -43.3% 404 $12K
SJS Investment Consulting Inc. 0.00% New 370 $11K
Silver Grove Financial Group, Inc. 0.01% New 346 $10K
TD Private Client Wealth LLC 0.00% Add +60.9% 333 $10K
Quent Capital, LLC 0.00% New 316 $9K
Toth Financial Advisory Corp. 0.00% No change 300 $9K
MCF Advisors LLC 0.00% No change 277 $8K
Huntington National Bank 0.00% Add +228.8% 263 $8K
Sachetta, LLC 0.00% New 221 $7K
Bogart Wealth, LLC 0.00% New 155 $5K
Transamerica Financial Advisors, LLC 0.00% Add +1.3% 153 $5K
Farmers & Merchants Investments Inc. 0.00% Add +20.8% 145 $4K
Larson Financial Group LLC 0.00% Reduce -4.0% 142 $4K
Nisa Investment Advisors, LLC 0.00% Reduce -88.9% 135 $4K
Elevation Wealth Partners, LLC 0.00% New 130 $4K
CVA Family Office, LLC 0.00% New 110 $3K
Cornerstone Planning Group LLC 0.00% Add +22.7% 108 $3K
Marquette Asset Management, LLC 0.00% Add +162.2% 97 $3K
Rossby Financial, LCC 0.00% New 97 $3K
Private Trust Co. NA 0.00% Add +24.2% 77 $2K
Zions Bancorporation, National Association 0.00% Reduce -44.1% 66 $2K
Ameritas Advisory Services, LLC 0.00% New 65 $2K
Synergy Investment Management, LLC 0.00% New 66 $2K
Cromwell Holdings LLC 0.00% Add +366.7% 56 $2K
Clearstead Advisors, LLC 0.00% Add +57.1% 55 $2K
Harbour Investments, Inc. 0.00% New 53 $2K
Assetmark, Inc. 0.00% Reduce -78.7% 50 $1K
Fortitude Family Office, LLC 0.00% New 48 $1K
Torren Management, LLC 0.00% No change 45 $1K
International Assets Investment Management, LLC 0.00% New 43 $1K
Private Wealth Management Group, LLC 0.00% No change 43 $1K
Clearstead Trust, LLC 0.00% Reduce -59.4% 43 $1K
Rothschild Investment LLC 0.00% New 35 $1K
Principia Wealth Advisory, LLC 0.00% Add +210.0% 31 $927
North Star Investment Management Corp. 0.00% Add +55.0% 31 $927
Quaker Wealth Management, LLC 0.00% New 30 $898
Lanark Financial, Inc. 0.00% New 30 $897
American Capital Advisory, LLC 0.00% Add +107.1% 29 $868
Rialto Wealth Management, LLC 0.00% New 27 $808
Breakwater Investment Management 0.00% New 26 $778
Horizon Investments, LLC 0.00% New 26 $778
Creative Capital Management Investments LLC 0.00% New 25 $748
Wilmington Savings Fund Society, FSB 0.00% New 25 $748
JFS Wealth Advisors, LLC 0.00% New 25 $748
Planning Strategies Inc. 0.00% — 24 $718
SHP Wealth Management 0.00% Add +4.3% 24 $718
Bare Financial Services, Inc 0.00% New 20 $598
Keating Financial Advisory Services, Inc. 0.00% Add +58.3% 19 $568
Physician Wealth Advisors, Inc. 0.00% New 18 $539
Fiduciary Financial Advisors 0.00% New 20 $538
Signature Equity Partners, LLC 0.00% Add +75.0% 14 $419
HFM Investment Advisors, LLC 0.00% New 11 $330
DiNuzzo Private Wealth, Inc. 0.00% New 11 $330
Activest Wealth Management 0.00% New 11 $329
Plante Moran Financial Advisors, LLC 0.00% New 11 $329
MV Capital Management, Inc. 0.00% New 9 $270
Cassaday & Co Wealth Management LLC 0.00% No change 7 $210
LRI Investments, LLC 0.00% New 5 $150
ROSS\JOHNSON & Associates LLC 0.00% New 4 $120
Smartleaf Asset Management LLC 0.00% No change 4 $115
AdvisorNet Financial, Inc 0.00% Reduce -85.7% 3 $90
Bay Harbor Wealth Management, LLC 0.00% New 3 $90
DecisionPoint Financial, LLC 0.00% Reduce -88.5% 3 $90
Dunhill Financial, LLC 0.00% No change 2 $74
Raffa Wealth Management, LLC 0.00% New 1 $30
Maryland Capital Advisors Inc. 0.00% — 1 $30
Capital Advisors, Ltd. LLC 0.00% No change 12 $0
Navigoe, LLC 0.00% New 5 $0

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