Trinet GroupTNET
13F holders, Q2 2026 (June 30)279holders +33
57new positions
28sold out
6famous investors
$49.51avg. 13F price*
At the end of Q2 2026, 279 institutions reported holding Trinet Group Inc. (TNET) in their 13F filings, up 33 from Q1 2026. 57 opened new positions and 28 sold out. The largest holders were Atairos Group, Inc. ($895.1M), BlackRock, Inc. ($128.2M) and Earnest Partners LLC ($76.1M). 6 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Trinet Group Inc.
- CUSIP
- 896288107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $38.3M |
| Exits | 28 | $41.9M |
All 13F filers, Q1 2026 → Q2 2026: 3,340,659 shares bought and 3,403,541 shares sold, net −62,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 279 holders
| Atairos Group, Inc. | 50.98% | No change | 18,085,773 | $895.1M |
| BlackRock, Inc. | 0.00% | Add +6.7% | 2,589,639 | $128.2M |
| Earnest Partners LLC | 0.27% | Reduce -4.1% | 1,537,433 | $76.1M |
| Vanguard Portfolio Management LLC | 0.00% | Reduce -8.0% | 1,311,830 | $64.9M |
| Vanguard Capital Management LLC | 0.00% | Reduce -10.1% | 1,177,371 | $58.3M |
| Wellington Management Group LLP | 0.01% | Reduce -11.3% | 1,067,963 | $52.9M |
| American Century Companies Inc. | 0.02% | Reduce -16.4% | 922,297 | $45.6M |
| Point72 Asset Management | 0.07% | Add +43.8% | 826,534 | $40.9M |
| State Street Corp. | 0.00% | Add +3.2% | 737,662 | $36.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -14.9% | 724,808 | $35.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.8% | 718,687 | $35.6M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -2.7% | 657,214 | $34.2M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Add +23.3% | 615,747 | $30.5M |
| AQR Capital Management | 0.01% | Add +106.6% | 605,810 | $30.0M |
| Frontier Capital Management Co. LLC | 0.26% | Reduce -1.2% | 569,006 | $28.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.3% | 544,811 | $27.0M |
| Morgan Stanley | 0.00% | Add +36.7% | 539,838 | $26.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.4% | 503,375 | $24.9M |
| D. E. Shaw & Co. | 0.02% | Add +16.9% | 477,055 | $23.6M |
| Nuveen, LLC | 0.00% | Add +55.3% | 381,864 | $18.9M |
| Barclays PLC | 0.01% | Reduce -17.3% | 352,978 | $17.5M |
| Allianz Asset Management GmbH | 0.02% | Add +37.4% | 344,985 | $17.1M |
| Federated Hermes, Inc. | 0.02% | Add +17.1% | 298,727 | $14.8M |
| Northern Trust Corp. | 0.00% | Add +1.1% | 280,315 | $13.9M |
| Man Group plc | 0.03% | Reduce -32.3% | 277,903 | $13.8M |
| SG Americas Securities, LLC | 0.01% | Add +159.5% | 262,117 | $13.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 261,032 | $12.9M |
| Bank of America Corp. | 0.00% | Reduce -17.7% | 258,918 | $12.8M |
| Heron Bay Capital Management | 1.16% | Reduce -10.3% | 258,834 | $12.8M |
| New York State Common Retirement Fund | 0.02% | Add +0.3% | 248,221 | $12.3M |
| Jupiter Topco LLC | 0.01% | — | 245,454 | $12.1M |
| Pacer Advisors, Inc. | 0.03% | Reduce -11.6% | 208,672 | $10.3M |
| FMR LLC | 0.00% | Add +52.4% | 206,844 | $10.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -1.4% | 200,738 | $9.9M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -46.4% | 200,336 | $9.9M |
| Algert Global LLC | 0.11% | Add +2638.7% | 194,450 | $9.6M |
| Quantinno Capital Management LP | 0.01% | Add +18.6% | 160,717 | $8.0M |
| Moore Capital Management, LP | 0.19% | Add +16.4% | 159,336 | $7.9M |
| Citadel Advisors | 0.00% | Add +10.6% | 158,359 | $7.8M |
| Edgestream Partners, L.P. | 0.23% | New | 153,404 | $7.6M |
| Sei Investments Co. | 0.01% | Add +11.4% | 152,512 | $7.5M |
| Creative Planning | 0.00% | Add +100.4% | 150,454 | $7.4M |
| Wells Fargo & Company | 0.00% | Add +11.6% | 149,114 | $7.4M |
| Renaissance Technologies | 0.01% | Reduce -34.6% | 147,700 | $7.3M |
| Nordea Investment Management AB | 0.01% | Reduce -3.3% | 135,553 | $6.7M |
| Jane Street Group, LLC | 0.00% | Reduce -39.9% | 123,063 | $6.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +252.2% | 122,473 | $6.1M |
| Summit Trail Advisors, LLC | 0.07% | Add +0.4% | 114,355 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +207.0% | 113,883 | $5.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +14.3% | 103,443 | $5.1M |
| Qube Research & Technologies Ltd | 0.01% | New | 102,182 | $5.1M |
| Marshall Wace, LLP | 0.00% | New | 91,505 | $4.5M |
| Principal Financial Group Inc. | 0.00% | Add +8.5% | 88,925 | $4.4M |
| Corient Private Wealth LP | 0.01% | Add +31.0% | 80,708 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.3% | 79,773 | $3.9M |
| First Trust Advisors LP | 0.00% | Add +367.9% | 75,508 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.7% | 72,930 | $3.6M |
| Gsa Capital Partners LLP | 0.23% | Add +145.1% | 72,783 | $3.6M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +18.6% | 70,738 | $3.5M |
| Victory Capital Management Inc. | 0.00% | Add +36.4% | 70,704 | $3.5M |
| Norges Bank | 0.00% | — | 67,200 | $3.3M |
| Ieq Capital, LLC | 0.02% | Add +228.8% | 65,946 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.8% | 59,893 | $3.1M |
| Swiss National Bank | 0.00% | Reduce -10.8% | 55,600 | $2.8M |
| Capital Fund Management S.A. | 0.02% | Reduce -33.5% | 55,214 | $2.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +26.4% | 53,579 | $2.7M |
| Clark Estates Inc. | 0.60% | New | 52,500 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -51.8% | 51,952 | $2.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +0.7% | 46,053 | $2.3M |
| Cinctive Capital Management LP | 0.09% | Reduce -1.4% | 44,974 | $2.2M |
| IFG Advisory, LLC | 0.08% | New | 44,136 | $2.2M |
| Brevan Howard Capital Management LP | 0.03% | Add +1.6% | 43,531 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.2% | 43,282 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -11.3% | 43,149 | $2.1M |
| Wedge Capital Management L L P | 0.03% | Reduce -4.5% | 42,209 | $2.1M |
| Invesco Ltd. | 0.00% | Reduce -1.2% | 41,503 | $2.1M |
| Mariner, LLC | 0.00% | Add +165.2% | 38,810 | $1.9M |
| Engineers Gate Manager LP | 0.02% | Reduce -71.4% | 38,726 | $1.9M |
| XTX Topco Ltd | 0.02% | Reduce -33.4% | 38,056 | $1.9M |
| Rhumbline Advisers | 0.00% | Reduce -3.3% | 37,794 | $1.9M |
| Teacher Retirement System of Texas | 0.00% | Add +320.7% | 36,439 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +8.2% | 31,792 | $1.6M |
| UBS Group AG | 0.00% | Reduce -72.7% | 31,304 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -26.5% | 31,179 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 31,076 | $1.5M |
| GHP Investment Advisors, Inc. | 0.06% | Reduce -7.0% | 30,400 | $1.5M |
| VARCOV Co. | 0.57% | Add +14.4% | 30,390 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +0.1% | 28,560 | $1.4M |
| Zacks Investment Management | 0.01% | New | 28,546 | $1.4M |
| Mirador Capital Partners LP | 0.17% | Add +8.6% | 28,321 | $1.4M |
| Jennison Associates LLC | 0.00% | Add +2.8% | 27,030 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +21.1% | 26,760 | $1.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 26,391 | $1.3M |
| Nomura Holdings Inc. | 0.01% | Reduce -9.1% | 26,243 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +90.8% | 25,068 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | Add +19.9% | 24,893 | $1.2M |
| Legal & General Group Plc | 0.00% | Reduce -6.4% | 24,849 | $1.2M |
| Ghe, LLC | 0.46% | Reduce -4.3% | 24,595 | $1.2M |
| Occudo Quantitative Strategies LP | 0.06% | Reduce -0.4% | 23,066 | $1.1M |
| Acadian Asset Management LLC | 0.00% | Add +284.5% | 23,073 | $1.1M |
| Dark Forest Capital Management LP | 0.07% | New | 22,928 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -13.8% | 28,089 | $1.0M |
| Fox Run Management, L.L.C. | 0.17% | Reduce -15.5% | 20,647 | $1.0M |
| Morningstar Investment Management LLC | 0.06% | No change | 27,923 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -62.7% | 20,253 | $1.0M |
| Aristeia Capital, L.L.C. | 0.04% | Add +229.9% | 20,003 | $990K |
| Jordan Park Group LLC | 0.05% | No change | 20,000 | $990K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +179.4% | 17,574 | $976K |
| Fifth Third Bancorp | 0.00% | Add +3.6% | 19,531 | $967K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 17,305 | $920K |
| Linden Thomas Advisory Services, LLC | 0.07% | Add +5.1% | 18,426 | $912K |
| HSBC Holdings PLC | 0.00% | Add +47.0% | 18,333 | $910K |
| Arax Advisory Partners | 0.01% | Add +2660.8% | 17,559 | $869K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.0% | 16,959 | $839K |
| Vident Advisory, LLC | 0.01% | New | 16,926 | $838K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -28.8% | 16,841 | $833K |
| Lazard Asset Management LLC | 0.00% | New | 16,213 | $802K |
| Mackenzie Financial Corp. | 0.00% | New | 16,052 | $794K |
| Voleon Capital Management LP | 0.01% | Reduce -48.4% | 16,020 | $793K |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.0% | 16,017 | $793K |
| Quadrant Capital Group LLC | 0.02% | Reduce -3.2% | 15,969 | $790K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +94.2% | 15,898 | $787K |
| MetLife Investment Management, LLC | 0.00% | Reduce -6.7% | 15,845 | $784K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 15,450 | $765K |
| EFG International AG | 0.01% | Add +3.8% | 15,206 | $753K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -78.2% | 15,100 | $747K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.8% | 14,822 | $734K |
| Captrust Financial Advisors | 0.00% | Add +55.4% | 14,596 | $722K |
| Jump Financial, LLC | 0.01% | New | 14,391 | $712K |
| LPL Financial LLC | 0.00% | Add +10.8% | 14,264 | $706K |
| DRW Securities, LLC | 0.04% | New | 13,815 | $684K |
| Inscription Capital, LLC | 0.06% | Reduce -10.6% | 13,341 | $660K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -42.7% | 12,600 | $624K |
| Royce & Associates LP | 0.01% | Add +51.9% | 12,585 | $623K |
| Arkadios Wealth Advisors | 0.01% | Add +40.1% | 12,528 | $620K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 11,967 | $592K |
| Vise Technologies, Inc. | 0.01% | New | 11,461 | $567K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -41.1% | 11,128 | $551K |
| Evergreen Capital Management LLC | 0.01% | New | 10,957 | $542K |
| STRS Ohio | 0.00% | Add +181.6% | 10,700 | $530K |
| Baxter Bros Inc. | 0.06% | Reduce -2.7% | 10,670 | $528K |
| Mirabella Financial Services LLP | 0.05% | Add +9.0% | 10,046 | $497K |
| Quantedge Capital Pte Ltd | 0.37% | New | 9,900 | $490K |
| Bridgewater Associates | 0.00% | New | 9,811 | $486K |
| Stifel Financial Corp. | 0.00% | New | 9,786 | $484K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,406 | $466K |
| Quadrature Capital Ltd | 0.00% | Reduce -58.9% | 9,057 | $448K |
| Empowered Funds, LLC | 0.00% | Reduce -41.0% | 9,095 | $447K |
| Optimize Financial Inc. | 0.16% | Reduce -0.3% | 8,974 | $444K |
| Sound Capital Solutions LLC | 0.10% | — | 8,974 | $442K |
| Focus Partners Wealth | 0.00% | New | 8,393 | $415K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 8,347 | $413K |
| Handelsbanken Fonder AB | 0.00% | No change | 7,937 | $393K |
| Arizona State Retirement System | 0.00% | Reduce -11.0% | 7,636 | $378K |
| Atria Investments, Inc | 0.00% | Add +7.5% | 7,610 | $377K |
| Inspire Advisors, LLC | 0.03% | New | 7,588 | $376K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 7,407 | $367K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -4.0% | 7,390 | $366K |
| Brighton Jones LLC | 0.01% | New | 7,385 | $365K |
| Allstate Corp. | 0.00% | New | 7,070 | $350K |
| BNP Paribas Financial Markets | 0.00% | Reduce -74.8% | 6,820 | $338K |
| Franklin Resources Inc. | 0.00% | New | 6,738 | $333K |
| Merit Financial Group, LLC | 0.00% | New | 6,636 | $328K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.3% | 6,120 | $303K |
| Intech Investment Management LLC | 0.00% | Reduce -19.5% | 6,040 | $299K |
| Jain Global LLC | 0.00% | New | 6,025 | $298K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -3.1% | 5,916 | $293K |
| &partners | 0.00% | Reduce -16.8% | 5,714 | $283K |
| Curi Capital, LLC | 0.00% | New | 5,691 | $282K |
| Swiss Life Asset Management Ltd | 0.00% | New | 5,567 | $276K |
| New Vernon Capital Holdings II LLC | 0.15% | No change | 5,511 | $273K |
| Integrated Investment Consultants, LLC | 0.05% | Reduce -19.1% | 5,478 | $271K |
| ARGA Investment Management, LP | 0.01% | New | 4,978 | $246K |
| State of Wyoming | 0.02% | Reduce -5.1% | 4,899 | $242K |
| Royal Bank of Canada | 0.00% | Add +2992.1% | 4,669 | $231K |
| Oxford Asset Management LLP | 0.11% | Reduce -59.6% | 4,646 | $230K |
| Capstone Investment Advisors, LLC | 0.00% | New | 4,548 | $225K |
| Connable Office Inc. | 0.02% | New | 4,521 | $224K |
| Pictet Asset Management Holding SA | 0.00% | New | 4,407 | $218K |
| M&T Bank Corp | 0.00% | New | 4,350 | $215K |
| Kaydan Wealth Management, Inc. | 0.06% | New | 4,211 | $208K |
| Cambria Investment Management, L.P. | 0.01% | New | 4,207 | $207K |
| Aigen Investment Management, LP | 0.06% | New | 4,135 | $205K |
| Tidal Investments LLC | 0.00% | Reduce -50.6% | 4,130 | $204K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,566 | $176K |
| Signaturefd, LLC | 0.00% | Add +22.3% | 3,076 | $152K |
| Versant Capital Management, Inc | 0.01% | Reduce -8.3% | 2,931 | $145K |
| State of Alaska, Department of Revenue | 0.00% | No change | 2,930 | $145K |
| New York State Teachers Retirement System | 0.00% | No change | 2,724 | $135K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,501 | $124K |
| Plato Investment Management Ltd | 0.01% | New | 2,472 | $122K |
| Daiwa Securities Group Inc. | 0.00% | No change | 2,348 | $116K |
| Allworth Financial LP | 0.00% | Add +202.1% | 2,329 | $115K |
| Hikari Tsushin, Inc. | 0.01% | No change | 1,900 | $94K |
| Covestor Ltd | 0.05% | Add +138.1% | 1,838 | $91K |
| Aquatic Capital Management LLC | 0.00% | Reduce -90.5% | 1,778 | $88K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.3% | 1,747 | $87K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.2% | 1,601 | $79K |
| Public Employees Retirement System of Ohio | 0.00% | Add +20.5% | 1,529 | $76K |
| Nisa Investment Advisors, LLC | 0.00% | Add +522.3% | 1,506 | $75K |
| Jones Financial Companies LLLP | 0.00% | Add +575.4% | 1,398 | $70K |
| US Bancorp \de | 0.00% | Add +72.5% | 1,409 | $70K |
| GAMMA Investing LLC | 0.00% | Add +63.6% | 1,350 | $67K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -31.8% | 1,288 | $64K |
| Hilltop National Bank | 0.01% | No change | 1,262 | $62K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -70.7% | 1,204 | $60K |
| IFP Advisors, Inc | 0.00% | Add +424.3% | 1,164 | $58K |
| Nykredit A/S | 0.00% | — | 1,119 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +173.7% | 1,040 | $51K |
| KBC Group NV | 0.00% | No change | 993 | $49K |
| Parallel Advisors, LLC | 0.00% | Add +73.5% | 904 | $45K |
| Rothschild Investment LLC | 0.00% | Add +70.7% | 845 | $42K |
| Buck Wealth Strategies, LLC | 0.00% | New | 755 | $37K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -26.5% | 599 | $30K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 450 | $22K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -52.5% | 449 | $22K |
| Essential Partners LLC | 0.01% | Reduce -54.9% | 426 | $21K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.0% | 409 | $20K |
| True Wealth Design, LLC | 0.00% | Add +185.3% | 408 | $20K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -4.9% | 408 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.9% | 370 | $18K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 370 | $18K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.4% | 325 | $16K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 300 | $15K |
| Los Angeles Capital Management LLC | 0.00% | No change | 236 | $12K |
| Napier Financial, LLC | 0.00% | No change | 200 | $10K |
| Owl Creek Wealth Partners LLC | 0.00% | New | 195 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 188 | $10K |
| Huntington National Bank | 0.00% | No change | 155 | $8K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 130 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +425.0% | 105 | $5K |
| Avion Wealth | 0.00% | Reduce -82.5% | 119 | $5K |
| Sterling Capital Management LLC | 0.00% | Reduce -49.5% | 98 | $5K |
| Kilter Group LLC | 0.00% | No change | 95 | $5K |
| Optiver Holding B.V. | 0.00% | Reduce -23.1% | 93 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +175.9% | 80 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 80 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +68.1% | 79 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +188.0% | 72 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +294.1% | 67 | $3K |
| First Horizon Corp. | 0.00% | Reduce -79.5% | 67 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 61 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 49 | $2K |
| Larson Financial Group LLC | 0.00% | Add +79.2% | 43 | $2K |
| Quarry LP | 0.00% | New | 40 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 39 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 33 | $2K |
| JPL Wealth Management, LLC | 0.00% | No change | 32 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 29 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 28 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 27 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 21 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 25 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +92.3% | 25 | $1K |
| Cornerstone Financial Management LLC | 0.00% | Add +84.6% | 24 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 21 | $1K |
| Allied Private Wealth LLC | 0.00% | — | 18 | $990 |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 18 | $891 |
| North Star Investment Management Corp. | 0.00% | New | 16 | $792 |
| Fiduciary Financial Advisors | 0.00% | New | 18 | $791 |
| Fulcrum Asset Management LLP | 0.00% | New | 15 | $760 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -42.9% | 12 | $594 |
| Blue Trust, Inc. | 0.00% | No change | 12 | $594 |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +11.1% | 10 | $495 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 9 | $445 |
| Banque Cantonale Vaudoise | 0.00% | New | 8,595 | $425 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 7 | $346 |
| Creative Capital Management Investments LLC | 0.00% | New | 6 | $297 |
| HFM Investment Advisors, LLC | 0.00% | Add +150.0% | 5 | $248 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 5 | $247 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -68.8% | 5 | $247 |
| TD Private Client Wealth LLC | 0.00% | No change | 4 | $198 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $198 |
| Hughes Financial Services, LLC | 0.00% | No change | 4 | $198 |
| Trust Co | 0.00% | No change | 3 | $148 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -25.0% | 3 | $148 |
| LRI Investments, LLC | 0.00% | New | 2 | $99 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $54 |
| Navigoe, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is TNET's weight in each manager's 13F, not the share of Trinet Group Inc. the manager owns.