Stock
Brookfield Infrast Partners
Ticker not mapped · held by 348 managers
Reported value
$9.31B
Holders
348
+33 new · −24 exited
Holders’ est. mark
$340.1M
Price effect on 229 books still in the name
Largest holder
$1.8B
ROYAL BANK OF CANADA
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 49.7M | $1.8B | $61.6M | Added$244.6M |
| PRINCIPAL FINANCIAL GROUP INC | 27M | $974.5M | $37.2M | Cut−$116.6M |
| BANK OF MONTREAL /CAN/ | 26.4M | $953.9M | $36.4M | Cut−$16.2M |
| Capital World Investors | 20.1M | $726.5M | $26.4M | Cut−$354.7M |
| Capital International Investors | 13.2M | $474.8M | — | New |
| NEUBERGER BERMAN GROUP LLC | 7.7M | $278.3M | $10.1M | Added$24.6M |
| 1832 Asset Management L.P. | 7.67M | $277M | $10.6M | Cut−$42.1M |
| SCOTIA CAPITAL INC. | 7.38M | $266M | $9.86M | Added$1.88M |
| TD Asset Management Inc | 7.13M | $256.4M | $8.08M | Added$12.2M |
| CIBC Asset Management Inc | 6.73M | $242M | $7.93M | Cut−$55.7M |
| CIBC WORLD MARKET INC. | 6.14M | $221.8M | $8.47M | Cut−$10.5M |
| NATIONAL BANK OF CANADA /FI/ | 5.08M | $182.5M | $6.58M | Cut−$1.47M |
| BROOKFIELD Corp /ON/ | 4.69M | $169.3M | $6.47M | Added$6.47M |
| Connor, Clark & Lunn Investment Management Ltd. | 4.35M | $157.1M | $5.19M | Added$20.3M |
| MORGAN STANLEY | 3.68M | $132.8M | $4.61M | Added$16.7M |
| MACKENZIE FINANCIAL CORP | 3.08M | $111M | $4.18M | Added$4.44M |
| INTACT INVESTMENT MANAGEMENT INC. | 2.83M | $108.7M | $8.63M | Added$25.5M |
| TWO SIGMA INVESTMENTS, LP | 2.9M | $104.7M | $1.52M | Added$66.3M |
| CI INVESTMENTS INC. | 2.87M | $103.7M | $3.96M | Added$3.33M |
| BANK OF NOVA SCOTIA | 2.81M | $101.4M | $2.87M | Added$25M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.76M | $99.6M | $2.18M | Added$37.5M |
| FIL Ltd | 2.71M | $97.7M | $3.55M | Added$3.12M |
| TORONTO DOMINION BANK | 2.52M | $91.1M | $3.33M | Cut−$44.3M |
| Dixon Mitchell Investment Counsel Inc. | 2.4M | $86.1M | $2.77M | Added$908.2K |
| GOLDMAN SACHS GROUP INC | 2.03M | $73.4M | $2.8M | Cut−$39.3M |
| Invesco Ltd. | 1.88M | $68.1M | $2.6M | Cut−$4.5M |
| TD Waterhouse Canada Inc. | 1.87M | $67.5M | $2.41M | Added$9.66M |
| FIRST MANHATTAN CO. LLC. | 1.82M | $65.8M | $2.52M | Added$586.4K |
| STATE OF WISCONSIN INVESTMENT BOARD | 1.41M | $50.8M | $1.94M | Cut−$39.3M |
| Federation des caisses Desjardins du Quebec | 1.38M | $49.5M | $1.68M | Cut−$1.9M |
| AGF MANAGEMENT LTD | 1.35M | $48.6M | $1.19M | Added$17.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.33M | $48M | $1.75M | Cut−$34.8M |
| PICTON MAHONEY ASSET MANAGEMENT | 1.2M | $43.4M | $1.53M | Cut−$20.7M |
| Addenda Capital Inc. | 771.9K | $38.7M | $1.91M | Added$766.4K |
| RAYMOND JAMES FINANCIAL INC | 953.2K | $34.4M | $1.2M | Added$4.19M |
| JPMORGAN CHASE & CO | 848.3K | $29.9M | $243.7K | Added$11.9M |
| UBS Group AG | 752.5K | $27.2M | $207.6K | Added$22M |
| BOWEN HANES & CO INC | 731.8K | $26.4M | $26.4M | Added$26.4M |
| Munro Partners | 711.9K | $25.7M | $491.6K | Added$13.3M |
| GUARDIAN CAPITAL LP | 705.4K | $25.4M | $722.4K | Added$4.08M |
| BNP PARIBAS FINANCIAL MARKETS | 693.5K | $25.1M | $350.5K | Added$16.2M |
| MUFG SECURITIES (CANADA), LTD. | 683.1K | $24.6M | $847.3K | Added$178.4K |
| BANK OF AMERICA CORP /DE/ | 555.8K | $20.1M | $756K | Added$1.04M |
| Sequoia Financial Advisors, LLC | 497.6K | $18M | $680.6K | Added$840.4K |
| Chicago Partners Investment Group LLC | 486.4K | $17.5M | $369.7K | Added$144.5K |
| CIBC Bancorp USA Inc. | 484K | $17.5M | — | Held |
| Aviso Financial Inc. | 483.7K | $17.4M | $590.3K | Added$1.33M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 433.8K | $15.6M | — | New |
| Clearbridge Investments, LLC | 402.2K | $14.5M | $416.7K | Added$4.04M |
| BROWN ADVISORY INC | 376.8K | $13.6M | $516.4K | Added$612.8K |
| NATIXIS | 376K | $13.6M | $518.9K | Added$518.9K |
| Leith Wheeler Investment Counsel Ltd. | 347.6K | $12.6M | $479.7K | Added$471.5K |
| Purpose Unlimited Inc. | 341.5K | $12.3M | $439K | Added$486.7K |
| WELLS FARGO & COMPANY/MN | 339.2K | $12.3M | $461.2K | Added$643.2K |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 310.5K | $11.2M | $428.5K | Cut−$3.29M |
| PCJ Investment Counsel Ltd. | 293.2K | $10.6M | $249K | Added$4.2M |
| Voleon Capital Management LP | 280K | $10.1M | $386.4K | Added$119.4K |
| State of Tennessee, Department of Treasury | 261.7K | $9.41M | −$115.7K | Cut−$115.7K |
| HARBOR ADVISORY CORP /MA/ | 236.6K | $8.55M | $326.5K | Cut−$141.3K |
| Summerhill Capital Management lnc. | 232.4K | $8.39M | $320K | Added$319.6K |
| NORTHERN TRUST CORP | 229.1K | $8.27M | $316.1K | Added$67.2K |
| ArrowMark Colorado Holdings LLC | 210K | $7.59M | $289.8K | Added$289.8K |
| Cerity Partners LLC | 208.6K | $7.54M | $196.7K | Added$2.58M |
| Rockefeller Capital Management L.P. | 199.3K | $7.2M | $228.3K | Added$1.45M |
| LPL Financial LLC | 198.3K | $7.16M | $273.7K | Cut−$38.9K |
| Avalon Trust Co | 184.1K | $6.65M | $254K | Added$152.4K |
| CITIGROUP INC | 179.6K | $6.49M | $247.9K | Cut−$4.92M |
| Gold Investment Management Ltd. | 177K | $6.38M | $220.1K | Added$375.2K |
| Cannell & Spears LLC | 166.6K | $6.02M | $230K | Cut−$704.6K |
| DAVENPORT & Co LLC | 149.4K | $5.4M | $199.6K | Added$199.6K |
| Tacita Capital Inc | 140.9K | $5.07M | $166K | Added$93.2K |
| MAI Capital Management | 130.1K | $4.7M | $179.5K | Cut−$29.3K |
| TRITONPOINT WEALTH, LLC | 129K | $4.66M | $178K | Cut−$192.8K |
| BARCLAYS PLC | 126.1K | $4.55M | $9.11K | Added$4.33M |
| Alberta Investment Management Corp | 123.5K | $4.46M | $162.8K | Cut−$2.01M |
| Waverly Advisors, LLC | 117.6K | $4.25M | $162.3K | Added$135.4K |
| Rathbones Group PLC | 107.2K | $3.87M | $132.1K | Added$546.4K |
| Northwest & Ethical Investments L.P. | 107.2K | $3.87M | $143.7K | Cut−$703.9K |
| Florida Trust Wealth Management Co | 104.6K | $3.78M | $144.3K | Added$80.4K |
| HighTower Advisors, LLC | 103.9K | $3.75M | $129.1K | Added$504.3K |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | 102K | $3.68M | $140.8K | Added$140.8K |
| Hyperion Capital Advisors LP | 96K | $3.47M | $132.5K | Added$132.5K |
| Herold Advisors, Inc. | 94.2K | $3.4M | $127.7K | Added$189.1K |
| Russell Investments Group, Ltd. | 90.1K | $3.24M | $103.9K | Added$80.8K |
| BANK OF NOVA SCOTIA TRUST CO | 86.9K | $3.14M | $104K | Added$522.3K |
| HUSSMAN STRATEGIC ADVISORS, INC. | 84K | $3.03M | — | New |
| Tranquility Partners, LLC | 82.9K | $3M | $114.4K | Added$99.9K |
| BLAIR WILLIAM & CO/IL | 81.8K | $2.96M | $102.3K | Added$381K |
| EPIQ PARTNERS, LLC | 80.8K | $2.92M | $111.5K | Added$34.6K |
| FRANKLIN RESOURCES INC | 76.5K | $2.76M | $104.8K | Added$104.3K |
| Clearstead Advisors, LLC | 75.1K | $2.71M | $103.6K | Added$82.4K |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 75K | $2.7M | $92.6K | Added$262.1K |
| CAHILL FINANCIAL ADVISORS INC | 72.5K | $2.62M | $100.1K | Added$70.1K |
| Kestra Advisory Services, LLC | 70.5K | $2.55M | $94.7K | Added$164K |
| CAPTRUST FINANCIAL ADVISORS | 69.8K | $2.52M | $96.3K | Added$31.8K |
| FIRST FOUNDATION ADVISORS | 69.4K | $2.51M | $95.8K | Added$95.8K |
| Cetera Investment Advisers | 67.2K | $2.43M | $87.2K | Added$233.4K |
| Creative Planning | 65.9K | $2.38M | $91K | Added$78.8K |
| Investment Management Corp of Ontario | 65.6K | $2.37M | $78K | Added$406.7K |
| Beacon Pointe Advisors, LLC | 63.4K | $2.29M | $87.5K | Added$87.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 63.1K | $2.28M | $87K | Added$37.9K |
| Select Equity Group, L.P. | 63K | $2.27M | $86.9K | Added$86.9K |
| PNC Financial Services Group, Inc. | 61.3K | $2.22M | $82.5K | Added$137.8K |
| HERBST GROUP, LLC | 59.4K | $2.14M | — | New |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 57.1K | $2.06M | $78.7K | Added$78.7K |
| WOODMONT INVESTMENT COUNSEL LLC | 56.8K | $2.05M | $78.4K | Added$46.8K |
| Fort Sheridan Advisors LLC | 55.8K | $2.01M | $76.9K | Added$61.3K |
| Citadel | 55.5K | $2M | $76.6K | Cut−$1.95M |
| Mariner, LLC | 54.7K | $1.97M | $74.2K | Added$106.5K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 54.1K | $1.95M | $71.9K | Added$143.6K |
| OSAIC HOLDINGS, INC. | 54.1K | $1.95M | $74.6K | Cut−$52.9K |
| Value Partners Investments Inc. | 54.2K | $1.95M | $60.4K | Added$182.3K |
| Vestmark Advisory Solutions, Inc. | 52.8K | $1.91M | $65.9K | Added$247.7K |
| Genus Capital Management Inc. | 51.8K | $1.86M | — | New |
| WULFF, HANSEN & CO. | 51.1K | $1.85M | $70.5K | Added$70.5K |
| Pathway Financial Advisers, LLC | 46K | $1.66M | $50.8K | Added$385.1K |
| OPPENHEIMER & CO INC | 45.4K | $1.64M | $62.6K | Added$31.7K |
| AMERIPRISE FINANCIAL INC | 44.4K | $1.6M | $60.1K | Added$90.1K |
| &PARTNERS | 43.4K | $1.57M | $64.5K | Added$43.8K |
| Northside Capital Management, LLC | 42.9K | $1.55M | $59.2K | Cut−$1.1M |
| Empire Financial Management Company, LLC | 42.7K | $1.54M | $56.3K | Added$126.8K |
| XTX Topco Ltd | 42.6K | $1.54M | $37K | Added$605.1K |
| VIEWPOINT INVESTMENT PARTNERS CORP | 41.1K | $1.51M | — | New |
| HUB Investment Partners, LLC | 41.8K | $1.51M | $57.7K | Cut−$304K |
| Apollon Wealth Management, LLC | 41.3K | $1.49M | $57K | Cut−$80.4K |
| JANE STREET GROUP, LLC | 41K | $1.48M | $56.6K | Cut−$16.2M |
| IFG Advisory, LLC | 40.3K | $1.46M | — | New |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 38.4K | $1.39M | $53K | Added$53K |
| Focus Partners Wealth | 38.4K | $1.39M | $54.7K | Added$83K |
| K2 PRINCIPAL FUND, L.P. | 38.2K | $1.38M | $52.7K | Cut−$2.96M |
| CHELSEA COUNSEL CO | 39.1K | $1.38M | $0 | Held |
| Sage Investment Counsel LLC | 37.8K | $1.37M | $52.2K | Added$52.2K |
| Fidelity | 35.9K | $1.3M | $48.8K | Added$95K |
| KEYBANK NATIONAL ASSOCIATION/OH | 36K | $1.3M | $49.6K | Cut−$34.7K |
| Cardinal Point Capital Management ULC | 34.8K | $1.25M | $41.4K | Added$26.6K |
| Texas Yale Capital Corp. | 34.6K | $1.25M | $47.8K | Added$47.8K |
| JT Stratford LLC | 34K | $1.23M | $46.9K | Added$17.3K |
| Gryphon Financial Partners LLC | 33.9K | $1.22M | $46.8K | Added$46.8K |
| Steward Partners Investment Advisory, LLC | 33.6K | $1.21M | $46.3K | Cut−$15.4K |
| Corient Private Wealth LLC | 31.6K | $1.13M | $35.6K | Added$25K |
| Private Advisor Group, LLC | 28.8K | $1.04M | $39.5K | Added$45K |
| TRUIST FINANCIAL CORP | 28.5K | $1.03M | $36K | Added$124.3K |
| CHAPMAN FINANCIAL GROUP, LLC | 27.4K | $989.9K | $37.8K | Added$37.8K |
| GEODE CAPITAL MANAGEMENT, LLC | 19K | $951.6K | $46.8K | Cut−$10.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 26.1K | $941.4K | $31.5K | Added$148.4K |
| Callahan Advisors, LLC | 25.2K | $911.1K | $34.8K | Added$29.6K |
| Wealthcare Advisory Partners LLC | 24.4K | $882.7K | $33.7K | Added$28.6K |
| Clearstead Trust, LLC | 23.7K | $856.3K | $32.7K | Cut−$182.9K |
| AVENIR CORP | 23.1K | $833.3K | $31.8K | Added$31.8K |
| WESPAC Advisors, LLC | 23K | $830.5K | — | New |
| Tidal Investments LLC | 22.6K | $817.5K | — | New |
| Formidable Asset Management, LLC | 22.6K | $817.5K | $31.2K | Added$31.2K |
| Tower Research Capital LLC (TRC) | 20.7K | $748.4K | $1.95K | Added$699.4K |
| ProShare Advisors LLC | 19.8K | $714.6K | $27.3K | Cut−$215.4K |
| DAVIS-REA LTD. | 19.4K | $700.9K | $26.1K | Cut−$1.72M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19K | $695.4K | $39.6K | Cut−$171.8K |
| Lido Advisors, LLC | 19.3K | $695.4K | $32.2K | Added$356.9K |
| Prosperity Consulting Group, LLC | 19.2K | $694.5K | $26.5K | Added$26.5K |
| Gen-Wealth Partners Inc | 18.4K | $665.4K | $18.4K | Added$202.8K |
| Quantinno Capital Management LP | 18.2K | $656.7K | $15.1K | Added$276.6K |
| SCS Capital Management LLC | 17.6K | $637.3K | $22.8K | Added$63.7K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 17.4K | $627.4K | — | Held |
| Novak & Powell Financial Services, Inc. | 17.4K | $626.7K | $23.9K | Added$20.5K |
| Avantax Planning Partners, Inc. | 17.2K | $620.9K | $23.7K | Added$23.7K |
| Canton Hathaway, LLC | 16.4K | $590.6K | $22.6K | Added$22.6K |
| STIFEL FINANCIAL CORP | 16.2K | $583.9K | $22.3K | Added$20.9K |
| Wellington Grp LLC | 15.9K | $573.1K | $13.4K | Added$235.2K |
| Rare Wolf Capital LLC | 15.1K | $545.2K | $13K | Added$218.2K |
| AMERICAN NATIONAL BANK & TRUST | 15.1K | $544.5K | $20.8K | Added$20.8K |
| Schneider Downs Wealth Management Advisors, LP | 15.1K | $543.9K | $20.8K | Added$20.8K |
| Crossmark Global Holdings, Inc. | 14.6K | $527.6K | $20.2K | Cut−$7.08K |
| Ewing Morris & Co. Investment Partners Ltd. | 14.6K | $527K | $9.45K | Added$117.8K |
| Lakewood Asset Management LLC | 14.4K | $519K | $19.8K | Added$19.8K |
| K.J. Harrison & Partners Inc | 14.2K | $510.5K | $16.9K | Cut−$157.2K |
| REGIONS FINANCIAL CORP | 13.9K | $501.2K | $18.6K | Added$32.2K |
| Stratos Wealth Partners, LTD. | 13.8K | $498.2K | $19K | Added$19.2K |
| CWM, LLC | 13.2K | $475.1K | $320.6K | Added$474.8K |
| Summit Financial, LLC | 13.1K | $472K | $17.7K | Added$25.8K |
| JONES FINANCIAL COMPANIES LLLP | 13.2K | $459K | $1.55K | Added$25 |
| Arkadios Wealth Advisors | 12.6K | $454.8K | $17.2K | Added$21.8K |
| MONECO ADVISORS, LLC | 12.4K | $449.2K | $16.5K | Added$32.9K |
| J.W. COLE ADVISORS, INC. | 12.3K | $444.2K | $23.9K | Added$24.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12.2K | $439.8K | $16.8K | Cut−$4.7K |
| Gilman Hill Asset Management, LLC | 11.9K | $431.4K | $8.72K | Added$211.9K |
| Cornerstone Advisory, LLC | 11.3K | $407.8K | $15.6K | Added$15.6K |
| Vivaldi Capital Management LP | 11.3K | $406.4K | $15.5K | Added$15.5K |
| Cresset Asset Management, LLC | 11.2K | $404.4K | $15.5K | Cut−$422.3K |
| Capital International, Inc./CA/ | 11.2K | $402.6K | — | New |
| EP Wealth Advisors, LLC | 11.1K | $399.9K | $15.3K | Cut−$57.4K |
| Qube Research & Technologies Ltd | 11K | $398.2K | $14.6K | Cut−$943.5K |
| PFG Investments, LLC | 10.8K | $391.8K | $10.2K | Added$135.6K |
| Advisors Asset Management, Inc. | 10.7K | $387K | $11.4K | Added$99K |
| Huntleigh Advisors, Inc. | 10.6K | $383.2K | $14.6K | Added$203 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 10.5K | $380K | $14.5K | Added$2.46K |
| GWN SECURITIES INC. | 10.3K | $373.2K | $9.71K | Added$128.1K |
| Citizens National Bank Trust Department | 10.3K | $372.4K | $14.2K | Added$14.2K |
| Washington Trust Advisors, Inc. | 10.1K | $364.2K | $13.9K | Added$13.9K |
| Pathstone Holdings, LLC | 10K | $361.1K | $13.8K | Added$13.8K |
| Focus Financial Network, Inc. | 9.89K | $357.2K | $12.9K | Added$32.8K |
| MidFirst Bank | 9.75K | $352.2K | $13.5K | Added$13.5K |
| Stratos Wealth Advisors, LLC | 9.58K | $346K | $13.2K | Added$14K |
| Visionary Wealth Advisors | 9.51K | $343.5K | $13.1K | Added$2.7K |
| TBH Global Asset Management, LLC | 9.3K | $335.8K | $12.8K | Added$12.8K |
| Strategic Wealth Partners, Ltd. | 9.17K | $331.4K | $12.7K | Added$8.14K |
| BAHL & GAYNOR INC | 9.04K | $326.4K | $12.2K | Added$18.6K |
| One Capital Management, LLC | 8.7K | $314.3K | $12K | Added$6.8K |
| MGO ONE SEVEN LLC | 8.65K | $312.5K | $11.9K | Added$7.84K |
| Sigma Planning Corp | 8.61K | $311K | $11.9K | Cut−$10.3K |
| COMMERCE BANK | 8.58K | $310K | — | New |
| SIG North Trading, ULC | 8.54K | $308.3K | $11.8K | Cut−$1.29M |
| Integrated Wealth Concepts LLC | 8.51K | $307.2K | — | New |
| Boston Trust Walden Corp | 8.37K | $302.2K | $8.35K | Added$92K |
| Choate Investment Advisors | 8.32K | $300.7K | $11.5K | Added$11.5K |
| QRG CAPITAL MANAGEMENT, INC. | 8.29K | $299.4K | $11.4K | Cut−$17.7K |
| Kingsview Wealth Management, LLC | 8.28K | $299.1K | $11.4K | Added$12.1K |
| SC&H Financial Advisors, Inc. | 8.18K | $295.5K | $11.3K | Added$11.3K |
| Morse Asset Management, Inc | 8K | $289K | $11K | Added$11K |
| Vanguard Personalized Indexing Management, LLC | 7.7K | $278.2K | — | New |
| Hillsdale Investment Management Inc. | 7.7K | $277.5K | $1.6K | Added$232.7K |
| PRIVATE TRUST CO NA | 7.5K | $270.8K | $10.2K | Added$6.44K |
| MML INVESTORS SERVICES, LLC | 7.44K | $268.6K | $9.73K | Added$24.1K |
| Farther Finance Advisors, LLC | 7.32K | $266K | $11.8K | Cut−$308 |
| Clear Trail Advisors, LLC | 7.34K | $265.3K | $9.65K | Added$22.3K |
| Verdence Capital Advisors LLC | 7.16K | $258.5K | $9.83K | Added$11K |
| Empower Advisory Group, LLC | 7.07K | $255.4K | $9K | Added$28.9K |
| ENVESTNET ASSET MANAGEMENT INC | 6.89K | $249K | — | New |
| Mirador Capital Partners LP | 6.83K | $246.8K | $9.43K | Added$9.43K |
| Rehmann Capital Advisory Group | 6.77K | $244.7K | $9.35K | Added$9.35K |
| Tyche Wealth Partners LLC | 6.76K | $244K | $9.32K | Added$9.32K |
| Roof Eidam Maycock Peralta, LLC | 6.75K | $243.8K | $9.31K | Added$9.31K |
| Sterling Investment Counsel, LLC | 6.71K | $242.4K | $29.1K | Added$29.1K |
| Ironwood Investment Counsel, LLC | 6.64K | $239.9K | $9.05K | Added$12K |
| Belpointe Asset Management LLC | 6.41K | $231.4K | $8.84K | Cut−$7.69K |
| State of Wyoming | 6.38K | $230.5K | $8.81K | Cut−$96.1K |
| HANCOCK WHITNEY CORP | 6.41K | $229.8K | $7.11K | Added$7.11K |
| Carnegie Investment Counsel | 6.33K | $228.5K | $8.73K | Added$8.73K |
| Principle Wealth Partners LLC | 6.31K | $228K | — | New |
| Wealthspire Advisors, LLC | 6.29K | $227.2K | — | New |
| Vision Retirement, LLC | 6.16K | $222.5K | $8.5K | Added$7.95K |
| Financial Perspectives, Inc | 6.15K | $222.3K | $8.49K | Added$8.49K |
| Allworth Financial LP | 6.15K | $222.2K | $8.49K | Cut−$43.6K |
| Concurrent Investment Advisors, LLC | 6.03K | $218K | — | New |
| Glenview Trust Co | 6K | $216.7K | $8.28K | Added$8.28K |
| TRB Wealth Management, LLC | 6K | $216.7K | — | Held |
| Intrua Financial, LLC | 5.88K | $212.5K | $8.11K | Cut−$5.85K |
| JCIC Asset Management Inc. | 5.65K | $203.5K | $7.03K | Added$9.37K |
| M. Kraus & Co | 5.62K | $203K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.47K | $197.7K | $4.03K | Added$96.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5.32K | $192.1K | $5.34K | Added$57.6K |
| Virtus Investment Advisers, LLC | 5.29K | $191.3K | $6.42K | Added$29.7K |
Who left
- TWO SIGMA ADVISERS, LP$24.1M
- Deltroit Asset Management (UK) LLP$7.24M
- CREDIT INDUSTRIEL ET COMMERCIAL$6.51M
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.67M
- Groupe la Francaise$2.05M
- MIRABELLA FINANCIAL SERVICES LLP$1.75M
- NINE MASTS CAPITAL Ltd$1.1M
- UMB Bank, n.a.$988K
- MRP Capital Investments, LLC$978.8K
- Vontobel Holding Ltd.$816.4K
- TIAA TRUST, NATIONAL ASSOCIATION$644.5K
- Braeburn Wealth Management LLC$549.7K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$534.7K
- NewEdge Advisors, LLC$304.2K
- Evercore Wealth Management, LLC$239.6K
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.