13F

Stock

P10 Inc

Ticker not mapped · held by 135 managers

Reported value

$329.3M

Holders

135

+30 new · −14 exited

Holders’ est. mark

−$86.4M

Price effect on 99 books still in the name

Largest holder

$38.7M

Fidelity

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Fidelity5.33M$38.7M−$13.6MCut−$21.8M
BlackRock, Inc.4M$29.1M−$9.72MCut−$8.32M
Capital World Investors3.79M$27.5M−$9.67MCut−$9.67M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.3.6M$26.1M−$7.73MCut−$3.62M
River Road Asset Management, LLC3.39M$24.6M−$8.64MCut−$25.8M
VANGUARD CAPITAL MANAGEMENT LLC2.78M$20.2MHeld
VANGUARD PORTFOLIO MANAGEMENT LLC2.73M$19.8MHeld
JPMORGAN CHASE & CO2.73M$19.5M−$3.74MAdded$5.72M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/2.62M$19M−$6.68MCut−$8.05M
State Street1.66M$12.1M−$3.95MCut−$3.12M
GEODE CAPITAL MANAGEMENT, LLC1.45M$10.6M−$3.59MCut−$3.23M
Samjo Management, LLC699.6K$5.08M−$1.3MAdded$71.9K
Karl Kapital LLC651.1K$4.73M−$1.66MCut−$1.78M
NORTHERN TRUST CORP556.2K$4.04M−$1.42MCut−$1.61M
Inherent Management Corp.550K$3.99MNew
AMERICAN FINANCIAL GROUP INC540K$3.92MNew
DEPRINCE RACE & ZOLLO INC538.8K$3.91M−$976.3KAdded$155.9K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC507.8K$3.69M−$1.29MCut−$1.42M
Nuveen, LLC503.2K$3.65M−$1.28MCut−$1.28M
Russell Investments Group, Ltd.491.8K$3.57M−$880.1KAdded$184.7K
VANGUARD FIDUCIARY TRUST CO441.8K$3.21MHeld
Citadel394K$2.86M−$676.1KAdded$259.5K
Guardian Wealth Management, Inc.369K$2.68M−$507.4KAdded$726.6K
MORGAN STANLEY360.9K$2.62M−$920.4KCut−$1.39M
AMERICAN CENTURY COMPANIES INC355.7K$2.58M−$907KCut−$24.2M
VOYA INVESTMENT MANAGEMENT LLC308.8K$2.24M−$787.5KCut−$1.59M
Renaissance Technologies275.8K$2M−$167.8KAdded$1.36M
GOLDMAN SACHS GROUP INC264.3K$1.92M−$673.9KCut−$4.66M
RAYMOND JAMES FINANCIAL INC227K$1.65M−$578.9KCut−$1.91M
Creative Planning224.2K$1.63M−$182.3KAdded$926.6K
Icahn Capital204.7K$1.49M−$223.7KAdded$625.6K
Seed Wealth Management, Inc.166.9K$1.21M−$425.6KCut−$425.6K
Invesco Ltd.163.9K$1.19M−$417.9KCut−$862.7K
Quantinno Capital Management LP153.8K$1.12M−$134.8KAdded$598.3K
Clearstead Advisors, LLC140.8K$1.02M−$359KCut−$624.1K
XTX Topco Ltd140.6K$1.02MNew
Bank of New York Mellon Corp128K$929.2K−$326.4KCut−$361.2K
FIFTH THIRD BANCORP118.1K$857.2KNew
Swiss National Bank115.2K$836.4K−$293.8KCut−$293.8K
UBS Group AG114.7K$832.4K−$292.4KCut−$1.23M
JANE STREET GROUP, LLC99.6K$723.2K−$99.8KAdded$339.3K
Squarepoint Ops LLC81.9K$594.2KNew
SEI INVESTMENTS CO81.5K$591.8K−$67KAdded$333.9K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC76K$551.9K−$193.4KCut−$192K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM71.5K$519.3K−$122.2KAdded$49.2K
RHUMBLINE ADVISERS71.3K$517.4K−$181.7KCut−$185.7K
Heritage Wealth Advisors65.3K$473.9K−$166.5KCut−$166.5K
ALLIANCEBERNSTEIN L.P.45.2K$443.5K−$0Cut−$51K
BANK OF AMERICA CORP /DE/55.2K$400.9K−$140.8KCut−$250.6K
Qube Research & Technologies Ltd54.3K$393.9K−$138.3KCut−$2.54M
KINGSWOOD WEALTH ADVISORS, LLC51.3K$372.2K−$130.7KCut−$132.7K
DEUTSCHE BANK AG\41.8K$303.6K−$90KCut−$42.6K
VANGUARD ASSET MANAGEMENT, Ltd41.5K$301.2KHeld
MetLife Investment Management, LLC33.4K$242.7K−$85.2KCut−$85.2K
MIRABELLA FINANCIAL SERVICES LLP32.7K$237K−$64.3KCut−$10.4K
Womack Financial LLC31.8K$231KNew
Zurcher Kantonalbank (Zurich Cantonalbank)29K$210.7K−$40.7KAdded$54.2K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.27.8K$202.1K−$69.3KCut−$64.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP27K$196.2KNew
Inscription Capital, LLC25.6K$186.2KNew
Verition Fund Management LLC24.4K$176.9KNew
Vanguard Global Advisers, LLC23.6K$171.1KHeld
Chicago Partners Investment Group LLC20.9K$162.6K−$61.3KCut−$60.2K
Hennion & Walsh Asset Management, Inc.22.3K$161.7K−$56.8KCut−$59.3K
Legal & General Group Plc21.7K$157.4K−$55.3KCut−$417.9K
WELLS FARGO & COMPANY/MN21.2K$154K−$54.1KCut−$473K
Laurel Wealth Advisors LLC16.9K$148.2K−$17.9KCut−$17.9K
JANUS HENDERSON GROUP PLC20K$145.1K−$51KCut−$51K
FOX RUN MANAGEMENT, L.L.C.19.6K$139.9KNew
Vident Advisory, LLC18.7K$135.4KNew
MERCER GLOBAL ADVISORS INC /ADV18.2K$131.8KNew
MANUFACTURERS LIFE INSURANCE COMPANY, THE16.6K$120.3K−$42.3KCut−$57.8K
ARIZONA STATE RETIREMENT SYSTEM16.1K$116.8K−$41KCut−$42K
Campbell & CO Investment Adviser LLC15.8K$114.7KNew
Police & Firemen's Retirement System of New Jersey15.5K$112.8K−$39.6KCut−$39.6K
Permanent Capital Management, LP13.6K$108K−$25.5KCut−$24.9K
Vanguard Investments Australia, Ltd.13.4K$97.2KHeld
Olympiad Research LP13.2K$96KNew
PRELUDE CAPITAL MANAGEMENT, LLC13.1K$95.2KNew
BNP PARIBAS FINANCIAL MARKETS12.8K$92.7K−$32.4KCut−$31.9K
MILLENNIUM MANAGEMENT LLC12.7K$92.4KNew
KLP KAPITALFORVALTNING AS12.4K$90K−$31.6KCut−$31.6K
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM12.3K$89.3K−$31.4KCut−$31.4K
NEW YORK STATE COMMON RETIREMENT FUND12.3K$89.1K−$31.3KCut−$63.2K
Pathstone Holdings, LLC12.2K$88.7K−$31.2KCut−$49K
EVERGREEN CAPITAL MANAGEMENT LLC12K$87.5KNew
TWO SIGMA SECURITIES, LLC11.9K$86.5KNew
PNC Financial Services Group, Inc.11.3K$82.2K−$28.9KCut−$72.8K
FJ Capital Management LLC11.1K$80.6K−$28.3KCut−$4.41M
INTECH INVESTMENT MANAGEMENT LLC10.9K$79.5K−$27.9KCut−$108K
BARCLAYS PLC10.7K$78K−$27.4KCut−$817K
CWM, LLC9.52K$69.1K$6.68KAdded$69.1K
Versant Capital Management, Inc6.33K$46K−$3.86KAdded$31.1K
CITIGROUP INC5.86K$42.6K−$15KCut−$345.3K
Copeland Capital Management, LLC5.71K$41.4K−$13.4KCut−$10.2K
Ameritas Investment Partners, Inc.5.55K$40.3K−$14.2KCut−$14.2K
Tower Research Capital LLC (TRC)5.11K$37.1K−$4.13KAdded$21.2K
QUADRANT CAPITAL GROUP LLC2.76K$20.1K−$3.33KAdded$7.24K
Mitsubishi UFJ Asset Management Co., Ltd.2.68K$19.4K−$7.04KCut−$7.04K
Langdon Equity Partners2.53K$18.4K−$8.77KCut−$8.77K
MAI Capital Management2.01K$14.6K−$5.11KCut−$5.04K
SIGNATUREFD, LLC1.5K$10.9KNew
Arax Advisory Partners1.08K$7.86K−$893Added$4.43K
Allworth Financial LP956$6.94K−$103Added$6.55K
SIMPLEX TRADING, LLC876$6.36K−$2.23KCut−$38.2K
NISA INVESTMENT ADVISORS, LLC767$5.57K−$1.96KCut−$1.96K
Rockefeller Capital Management L.P.618$4.49K−$937Added$879
Essential Partners LLC507$3.68K−$73Added$3.4K
EverSource Wealth Advisors, LLC392$2.85K−$110Added$2.42K
Sterling Capital Management LLC379$2.75K−$966Cut−$1.11K
US BANCORP \DE\362$2.63KNew
Bare Financial Services, Inc291$2.11KNew
Optiver Holding B.V.224$1.63K−$571Cut−$571
Advisory Services Network, LLC221$1.6KNew
Ameritas Advisory Services, LLC187$1.36KNew
True Wealth Design, LLC151$1.1K−$46Added$920
ROTHSCHILD INVESTMENT LLC149$1.08K−$306Cut−$95
Caitong International Asset Management Co., Ltd110$799New
Quarry LP107$777New
JONES FINANCIAL COMPANIES LLLP98$677New
Farther Finance Advisors, LLC84$591−$233Cut−$282
MassMutual Private Wealth & Trust, FSB69$501New
GAMMA Investing LLC63$457−$161Cut−$1.07K
Cornerstone Financial Management LLC60$436New
PRICE T ROWE ASSOCIATES INC /MD/39.8K$289−$88Cut−$50
Pinnacle Wealth Planning Services, Inc.35$254−$89Cut−$1.97K
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/30$218New
SG Americas Securities, LLC20.7K$150−$53Cut−$233
SJS Investment Consulting Inc.11$80New
IFP Advisors, Inc6$44−$15Cut−$54
State of Alaska, Department of Revenue3.44K$24−$9Cut−$9
OSAIC HOLDINGS, INC.3$22−$7Cut−$4.52K
Dunhill Financial, LLC1$10−$4Cut−$4
Covestor Ltd61$0−$1Cut−$2
ROYAL BANK OF CANADA51$0−$500Cut−$992K

Who left

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.