Vault-13

HSBC HLDGS PLC HSBC

SPON ADR NEW · ADR · CUSIP 404280406 · ISIN US4042804066

British multinational bank

707 institutional holders +61 vs Q1 2026
84,067,37484.1m shares reported held*
$8.0bnreported value*
118 new 277 added 183 reduced 52 sold out net sold ≈ $4.3m (+10.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($17.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $95.03. Options: 22 managers hold calls ($291.4m notional), 23 hold puts ($378.2m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 290Q4 22: 317Q1 23: 339Q2 23: 366Q3 23: 376Q4 23: 414Q1 24: 413Q2 24: 421Q3 24: 428Q4 24: 469Q1 25: 509Q2 25: 515Q3 25: 556Q4 25: 617Q1 26: 646Q2 26: 707707Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022290
Q4 2022317
Q1 2023339
Q2 2023366
Q3 2023376
Q4 2023414
Q1 2024413
Q2 2024421
Q3 2024428
Q4 2024469
Q1 2025509
Q2 2025515
Q3 2025556
Q4 2025617
Q1 2026646
Q2 2026707

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 203 bought or addedQ3 24: 175 cut or sold outQ4 24: 231 bought or addedQ4 24: 154 cut or sold outQ4 24Q1 25: 270 bought or addedQ1 25: 172 cut or sold outQ2 25: 276 bought or addedQ2 25: 183 cut or sold outQ2 25Q3 25: 302 bought or addedQ3 25: 182 cut or sold outQ4 25: 350 bought or addedQ4 25: 168 cut or sold outQ4 25Q1 26: 342 bought or addedQ1 26: 232 cut or sold outQ2 26: 395 bought or addedQ2 26: 235 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024203175
Q4 2024231154
Q1 2025270172
Q2 2025276183
Q3 2025302182
Q4 2025350168
Q1 2026342232
Q2 2026395235

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300m$400mQ3 25 calls: $282.9mQ3 25 puts: $321.6mQ3 25P/C 1.14Q4 25 calls: $312.0mQ4 25 puts: $380.1mQ4 25P/C 1.22Q1 26 calls: $213.9mQ1 26 puts: $252.5mQ1 26P/C 1.18Q2 26 calls: $291.4mQ2 26 puts: $378.2mQ2 26P/C 1.30
Numbers
QuarterCallsPutsP/C
Q3 2025$282.9m$321.6m1.14
Q4 2025$312.0m$380.1m1.22
Q1 2026$213.9m$252.5m1.18
Q2 2026$291.4m$378.2m1.30

Biggest buyers

GOLDMAN SACHS GROUP INC Added +1,027,574+1.0m
FMR LLC Added +559,850+559.9k
MORGAN STANLEY Added +419,000+419.0k
Fisher Asset Management, LLC Added +369,708+369.7k
Tredje AP-fonden Added +308,011+308.0k
Nuveen, LLC New +145,568+145.6k
1832 Asset Management L.P. Added +141,896+141.9k
NOMURA HOLDINGS INC New +140,648+140.6k
Qube Research & Technologies Ltd Added +140,546+140.5k
MANNING & NAPIER ADVISORS LLC Added +120,123+120.1k

Biggest sellers

Connor, Clark & Lunn Investment Management Ltd. Reduced -544,236-544.2k
Clearbridge Investments, LLC Reduced -482,214-482.2k
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. Sold out -481,063-481.1k
MARSHALL WACE, LLP Sold out -338,412-338.4k
JANE STREET GROUP, LLC Reduced -308,686-308.7k
CITIGROUP INC Reduced -279,918-279.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -227,143-227.1k
CAPITAL FUND MANAGEMENT S.A. Sold out -216,957-217.0k
Sanders Capital, LLC Reduced -174,600-174.6k
BNP PARIBAS FINANCIAL MARKETS Reduced -172,307-172.3k

Biggest calls

JANE STREET GROUP, LLC Added $86.1m905.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $46.5m488.5k shares
CITADEL ADVISORS LLC Reduced $35.5m373.1k shares
Optiver Holding B.V. Reduced $24.9m262.1k shares
Jain Global LLC Added $14.3m150.0k shares
IMC-Chicago, LLC Reduced $13.8m144.8k shares
Twin Tree Management, LP Added $12.2m127.8k shares
Squarepoint Ops LLC Added $12.1m127.2k shares
Point72 Asset Management, L.P. Added $9.3m97.4k shares
Walleye Trading LLC Reduced $9.1m95.9k shares

Biggest puts

Optiver Holding B.V. Added $72.3m759.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $69.3m728.7k shares
CITADEL ADVISORS LLC Added $49.8m523.5k shares
JANE STREET GROUP, LLC Added $38.0m399.1k shares
BNP PARIBAS FINANCIAL MARKETS New $25.7m2.7k shares
IMC-Chicago, LLC Reduced $17.7m186.4k shares
Parallax Volatility Advisers, L.P. New $14.3m150.0k shares
Jain Global LLC New $14.3m150.0k shares
Point72 Asset Management, L.P. Added $12.3m129.5k shares
Walleye Trading LLC Added $11.8m123.8k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 1 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20261—0——
Q2 20260—1——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-05-07 Palomaki Daniel Scott Global Financial Controller Sold 23,123 — —23.1k shares -82%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 0.53% of their portfolio PLANO, TX 18,572,50818.6m $1.8bn $1.8bn 0.53% Added +369.7k +369,708
2 DIMENSIONAL FUND ADVISORS LP 0.17% of their portfolio AUSTIN, TX 9,812,7559.8m $933.1m $933.1m 0.17% Reduced -159.5k -159,466
3 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 8,077,4938.1m $768.1m $768.1m 0.04% Added +419.0k +419,000
4 GOLDMAN SACHS GROUP INC 0.06% of their portfolio NEW YORK, NY 5,658,0075.7m $538.0m $538.0m 0.06% Added +1.0m +1,027,574
5 FMR LLC 0.02% of their portfolio BOSTON, MA 4,336,5464.3m $412.4m $412.4m 0.02% Added +559.9k +559,850
6 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 3,012,1143.0m $286.4m $286.4m 0.03% Reduced -35.4k -35,368
7 Sanders Capital, LLC 0.25% of their portfolio West Palm Beach, FL 2,632,4302.6m $250.3m $250.3m 0.25% Reduced -174.6k -174,600
8 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,480,1302.5m $235.8m $235.8m 0.00% Reduced -83.7k -83,715
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,399,6152.4m $228.2m $228.2m 0.01% Added +13.7k +13,732
10 AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio KANSAS CITY, MO 1,665,9281.7m $158.4m $158.4m 0.07% Reduced -1.8k -1,758
11 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,283,5611.3m $122.1m $122.1m 0.02% Reduced -20.6k -20,631
12 Clearbridge Investments, LLC 0.08% of their portfolio NEW YORK, NY 1,057,5931.1m $100.6m $100.6m 0.08% Reduced -482.2k -482,214
13 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.32% of their portfolio Stamford, CT 716,556716.6k $68.1m $68.1m 0.32% Added +82.7k +82,747
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 667,970668.0k $63.5m $63.5m 0.01% Added +88.4k +88,363
15 Quantinno Capital Management LP 0.07% of their portfolio NEW YORK, NY 605,426605.4k $57.6m $57.6m 0.07% Added +79.7k +79,651
16 COOKSON PEIRCE & CO INC 1.86% of their portfolio PITTSBURGH, PA 594,134594.1k $56.5m $56.5m 1.86% Added +257 +257
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 574,663574.7k $54.6m $54.6m 0.00% Added +92.9k +92,912
18 UBS Group AG 0.01% of their portfolio ZURICH, V8 463,366463.4k $44.1m $44.1m 0.01% Reduced -144.8k -144,828
19 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 445,799445.8k $42.4m $42.4m 0.01% Reduced -105.4k -105,378
20 Tredje AP-fonden 0.19% of their portfolio SE-111 91 STOCKHOLM, V7 441,900441.9k $42.0m $42.0m 0.19% Added +308.0k +308,011
21 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 439,037439.0k $41.7m $41.7m 0.01% Reduced -30.1k -30,086
22 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 438,944438.9k $41.7m $41.7m 0.01% Reduced -25.7k -25,705
23 NATIXIS ADVISORS, LLC 0.05% of their portfolio Boston, MA 436,721436.7k $41.5m $41.5m 0.05% Added +29.9k +29,920
24 1832 Asset Management L.P. 0.05% of their portfolio TORONTO, A6 433,579433.6k $41.2m $41.2m 0.05% Added +141.9k +141,896
25 Crossmark Global Holdings, Inc. 0.53% of their portfolio HOUSTON, TX 433,418433.4k $41.2m $41.2m 0.53% Reduced -11.1k -11,057
26 RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio NEW YORK, NY 419,122419.1k $39.9m $39.9m 0.05% Reduced -105.0k -105,000
27 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 413,625413.6k $39.3m $39.3m 0.01% Added +85.0k +85,000
28 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 408,789408.8k $38.9m $38.9m 0.01% Added +71.8k +71,849
29 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 397,504397.5k $37.8m $37.8m 0.02% Reduced -103.0k -103,001
30 Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio VANCOUVER, A1 392,331392.3k $37.3m $37.3m 0.07% Reduced -544.2k -544,236
31 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 370,766370.8k $35.3m $35.3m 0.01% Reduced -6.6k -6,601
32 Qube Research & Technologies Ltd 0.04% of their portfolio LONDON, X0 342,206342.2k $32.5m $32.5m 0.04% Added +140.5k +140,546
33 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 326,206326.2k $31.0m $31.0m 0.01% Added +11.4k +11,388
34 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 313,988314.0k $29.9m $29.9m 0.02% Reduced -2.7k -2,695
35 ABC ARBITRAGE SA 2.91% of their portfolio PARIS, I0 283,637283.6k $27.0m $27.0m 2.91% Added +540 +540
36 QRG CAPITAL MANAGEMENT, INC. 0.21% of their portfolio BERWYN, PA 264,385264.4k $25.1m $25.1m 0.21% Added +31.2k +31,191
37 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 251,966252.0k $24.0m $24.0m 0.02% Reduced -3.5k -3,528
38 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 240,037240.0k $22.8m $22.8m 0.04% Reduced -2.7k -2,725
39 Promethos Capital, LLC 6.09% of their portfolio BOSTON, MA 235,463235.5k $22.4m $22.4m 6.09% Added +36.4k +36,371
40 Foresight Global Investors, Inc. 12.31% of their portfolio PURCHASE, NY 213,514213.5k $20.3m $20.3m 12.31% Added +2.4k +2,419
41 Mariner, LLC 0.02% of their portfolio Overland Park, KS 212,178212.2k $20.2m $20.2m 0.02% Reduced -6.7k -6,715
42 Beck Bode, LLC 3.00% of their portfolio DEDHAM, MA 208,170208.2k $19.8m $19.8m 3.00% Added +3.2k +3,236
43 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 200,940200.9k $19.1m $19.1m 0.02% Reduced -5.3k -5,294
44 RITHOLTZ WEALTH MANAGEMENT 0.27% of their portfolio NEW YORK, NY 188,863188.9k $18.0m $18.0m 0.27% Added +14.1k +14,090
45 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 188,290188.3k $17.9m $17.9m 0.03% Added +863 +863
46 Pathstone Holdings, LLC 0.05% of their portfolio ENGLEWOOD, NJ 174,752174.8k $16.6m $16.6m 0.05% Reduced -1.5k -1,484
47 Ethic Inc. 0.21% of their portfolio NEW YORK, NY 174,381174.4k $16.6m $16.6m 0.21% Added +15.7k +15,679
48 American Assets Investment Management, LLC 0.96% of their portfolio SAN DIEGO, CA 166,918166.9k $15.9m $15.9m 0.96% Unchanged
49 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 161,690161.7k $15.4m $15.4m 0.01% Reduced -148.7k -148,680
50 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 158,284158.3k $15.1m $15.1m 0.01% Added +10.0k +9,985
51 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 157,469157.5k $15.0m $15.0m 0.02% Reduced -14.9k -14,858
52 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 149,306149.3k $14.2m $14.2m 0.01% Added +7.1k +7,077
53 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 147,954148.0k $14.1m $14.1m 0.00% Added +10.4k +10,369
54 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 145,568145.6k $13.8m $13.8m 0.00% New
55 Vanguard Personalized Indexing Management, LLC 0.11% of their portfolio OAKLAND, CA 140,755140.8k $13.4m $13.4m 0.11% Added +11.3k +11,267
56 NOMURA HOLDINGS INC 0.06% of their portfolio TOKYO, M0 140,648140.6k $13.4m $13.4m 0.06% New
57 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 135,190135.2k $12.9m $12.9m 0.01% Reduced -279.9k -279,918
58 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 133,031133.0k $12.6m $12.6m 0.01% Reduced -172.3k -172,307
59 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 126,625126.6k $12.0m $12.0m 0.01% Reduced -3.3k -3,271
60 TD Waterhouse Canada Inc. 0.03% of their portfolio TORONTO, A6 125,095125.1k $12.0m $12.0m 0.03% Added +103.4k +103,381
61 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 125,086125.1k $11.9m $11.9m 0.01% Added +37.8k +37,785
62 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 122,531122.5k $11.7m $11.7m 0.02% Added +18.1k +18,071
63 M&T Bank Corp 0.03% of their portfolio BUFFALO, NY 120,855120.9k $11.5m $11.5m 0.03% Added +5.5k +5,486
64 MANNING & NAPIER ADVISORS LLC 0.15% of their portfolio Fairport, NY 120,358120.4k $11.4m $11.4m 0.15% Added +120.1k +120,123
65 HRT FINANCIAL LP 0.03% of their portfolio NEW YORK, NY 118,360118.4k $11.3m $11.3m 0.03% Added +31.4k +31,416
66 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 115,369115.4k $11.0m $11.0m 0.01% Added +21.5k +21,513
67 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 112,365112.4k $10.7m $10.7m 0.00% Reduced -98.2k -98,204
68 Manatuck Hill Partners, LLC 3.39% of their portfolio WESTPORT, CT 107,448107.4k $10.2m $10.2m 3.39% Unchanged
69 NewEdge Wealth, LLC 0.10% of their portfolio STAMFORD, CT 102,153102.2k $9.7m $9.7m 0.10% Added +34.5k +34,455
70 Laird Norton Wetherby Trust Company, LLC 0.18% of their portfolio Seattle, WA 98,14198.1k $9.3m $9.3m 0.18% Reduced -1.3k -1,310
71 Naviter Wealth, LLC 0.82% of their portfolio LITTLE ROCK, AR 94,78194.8k $9.0m $9.0m 0.82% Added +19.6k +19,625
72 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 92,14392.1k $8.8m $8.8m 0.01% Added +8.9k +8,921
73 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 90,83990.8k $8.6m $8.6m 0.01% Reduced -4.5k -4,456
74 Orion Porfolio Solutions, LLC 0.06% of their portfolio OMAHA, NE 87,61587.6k $8.3m $8.3m 0.06% Reduced -15.3k -15,304
75 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 87,43987.4k $8.3m $8.3m 0.01% Reduced -1.9k -1,936
76 Bellars Harris Wealth Management, LLC 1.64% of their portfolio VIRGINIA BEACH, VA 84,60784.6k $8.0m $8.0m 1.64% First filing
77 Callan Family Office, LLC 0.15% of their portfolio RADNOR, PA 82,06082.1k $7.8m $7.8m 0.15% Added +2.5k +2,492
78 Compound Planning, Inc. 0.20% of their portfolio NEW YORK, NY 79,27879.3k $7.5m $7.5m 0.20% Added +3.4k +3,403
79 Vident Advisory, LLC 0.06% of their portfolio Alpharetta, GA 78,53878.5k $7.5m $7.5m 0.06% Reduced -37.5k -37,465
80 FACTORY MUTUAL INSURANCE CO 0.07% of their portfolio WALTHAM, MA 77,55277.6k $7.4m $7.4m 0.07% Unchanged
81 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 77,45977.5k $7.4m $7.4m 0.00% Added +8.0k +7,997
82 Parallax Volatility Advisers, L.P. 0.27% of their portfolio San Francisco, CA 77,34077.3k $7.4m $7.4m 0.27% Added +64.7k +64,698
83 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 77,05677.1k $7.3m $7.3m 0.01% Added +2.6k +2,564
84 Americana Partners, LLC 0.16% of their portfolio Houston, TX 75,30975.3k $7.2m $7.2m 0.16% Added +761 +761
85 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 74,54674.5k $7.1m $7.1m 0.00% Added +3.6k +3,586
86 Optiver Holding B.V. 0.10% of their portfolio AMSTERDAM, P7 72,87772.9k $6.9m $6.9m 0.10% New
87 HENNESSY ADVISORS INC 0.22% of their portfolio NOVATO, CA 70,90070.9k $6.7m $6.7m 0.22% Reduced -1.3k -1,300
88 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 70,85570.9k $6.7m $6.7m 0.01% Added +17.6k +17,582
89 HANTZ FINANCIAL SERVICES, INC. 0.09% of their portfolio SOUTHFIELD, MI 68,59468.6k $6.5m $6.5m 0.09% Added +13.9k +13,916
90 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 65,58665.6k $6.2m $6.2m 0.01% Added +1.4k +1,390
91 OLD MISSION CAPITAL LLC 0.16% of their portfolio CHICAGO, IL 65,57065.6k $6.2m $6.2m 0.16% Reduced -72.3k -72,275
92 Caprock Group, LLC 0.12% of their portfolio BOISE, ID 65,56265.6k $6.2m $6.2m 0.12% New
93 Vise Technologies, Inc. 0.07% of their portfolio NEW YORK, NY 64,55164.6k $6.1m $6.1m 0.07% Added +5.7k +5,686
94 Gradient Investments LLC 0.08% of their portfolio ARDEN HILLS, MN 63,62163.6k $6.0m $6.0m 0.08% Added +2.9k +2,948
95 Generali Investments CEE, investicni spolecnost, a.s. 0.29% of their portfolio PRAGUE, 2N 63,52163.5k $6.0m $6.0m 0.29% Added +500 +500
96 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 62,15762.2k $5.9m $5.9m 0.00% Added +7.9k +7,864
97 Old Port Advisors 1.11% of their portfolio PORTLAND, ME 59,28159.3k $5.6m $5.6m 1.11% Added +241 +241
98 Sequoia Financial Advisors, LLC 0.03% of their portfolio Akron, OH 59,03359.0k $5.6m $5.6m 0.03% Reduced -171 -171
99 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 58,10258.1k $5.5m $5.5m 0.01% Added +5.4k +5,353
100 SIGNATUREFD, LLC 0.07% of their portfolio ATLANTA, GA 57,08057.1k $5.4m $5.4m 0.07% Reduced -1.0k -1,009