Filing Research | TRI - THOMSON REUTERS CORP Institutional Holdings

Snapshot holdings

50 / 78 loaded

#		Instrument	quantity
1	BENJAMIN EDWARDS INC	Shares	345.7KSH	$28.2M
2	Mirae Asset Global Investments Co., Ltd.	Shares	154.5KSH	$12.6M
3	INTACT INVESTMENT MANAGEMENT INC.	Shares	145.8KSH	$11.9M
4	Vest Financial, LLC	Shares	93.6KSH	$7.6M
5	LOUISBOURG INVESTMENTS INC.	Shares	89.4KSH	$7.3M
6	Rathbones Group PLC	Shares	69.9KSH	$5.7M
7	Addenda Capital Inc.	Shares	47.8KSH	$5.5M
8	PensionDanmark Pensionsforsikringsaktieselskab	Shares	66.3KSH	$5.4M
9	COOPER INVESTORS PTY LTD	Shares	48.6KSH	$4.0M
10	First National Bank of Mount Dora, Trust Investment Services	Shares	44.7KSH	$3.7M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	33.3KSH	$3.0M
12	Avanza Fonder AB	Shares	22.0KSH	$2.6M
13	Louisiana State Employees Retirement System	Shares	24.6KSH	$2.0M
14	Penbrook Management LLC	Shares	24.4KSH	$2.0M
15	First American Bank	Shares	20.4KSH	$1.7M
16	Fideuram Asset Management (Ireland) dac	Shares	11.7KSH	$1.3M
17	GRIFFIN ASSET MANAGEMENT, INC.	Shares	11.9KSH	$971.7K
18	China Universal Asset Management Co., Ltd.	Shares	11.5KSH	$937.1K
19	RFG Advisory, LLC	Shares	11.0KSH	$898.4K
20	Prospera Financial Services Inc	Shares	10.5KSH	$855.2K
21	Alliance Wealth Advisors, LLC /UT	Shares	9.1KSH	$742.9K
22	Value Partners Investments Inc.	Shares	8.4KSH	$682.5K
23	Portside Wealth Group, LLC	Shares	7.7KSH	$624.8K
24	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	7.0KSH	$575.7K
25	Charles Schwab Trust Co	Shares	6.6KSH	$540.3K
26	Bond & Devick Financial Network, Inc.	Shares	6.6KSH	$538.2K
27	Sequoia Financial Advisors, LLC	Shares	6.2KSH	$502.5K
28	Lee Financial Co	Shares	6.1KSH	$494.4K
29	Dynamic Advisor Solutions LLC	Shares	6.0KSH	$492.6K
30	Quilter Plc	Shares	4.1KSH	$470.4K
31	SIGNATUREFD, LLC	Shares	5.5KSH	$452.7K
32	CERTIOR FINANCIAL GROUP, LLC	Shares	5.1KSH	$414.1K
33	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	Shares	5.0KSH	$411.2K
34	IFP Advisors, Inc	Shares	5.0KSH	$408.5K
35	Arista Wealth Management, LLC	Shares	4.7KSH	$384.5K
36	CIDEL ASSET MANAGEMENT INC	Shares	4.6KSH	$373.1K
37	Assenagon Asset Management S.A.	Shares	4.2KSH	$346.9K
38	MIZUHO MARKETS AMERICAS LLC	Shares	3.8KSH	$310.0K
39	Farther Finance Advisors, LLC	Shares	3.8KSH	$309.8K
40	Venturi Wealth Management, LLC	Shares	3.8KSH	$307.0K
41	Aaron Wealth Advisors LLC	Shares	3.7KSH	$299.3K
42	Sivia Capital Partners, LLC	Shares	3.5KSH	$288.3K
43	Ballentine Partners, LLC	Shares	3.2KSH	$258.8K
44	Versant Capital Management, Inc	Shares	2.8KSH	$226.4K
45	Key FInancial Inc	Shares	2.7KSH	$220.1K
46	D.A. DAVIDSON & CO.	Shares	2.7KSH	$220.0K
47	HIGHLINE WEALTH PARTNERS LLC	Shares	2.3KSH	$188.0K
48	E Fund Management (Hong Kong) Co., Ltd.	Shares	2.0KSH	$166.0K
49	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$96.8K
50	Physician Wealth Advisors, Inc.	Shares	1.1KSH	$89.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 78 loaded

#		Instrument
1	BENJAMIN EDWARDS INC new	Shares	+345.7K	+$28.2M	$28.2M
2	Mirae Asset Global Investments Co., Ltd. new	Shares	+154.5K	+$12.6M	$12.6M
3	INTACT INVESTMENT MANAGEMENT INC. new	Shares	+145.8K	+$11.9M	$11.9M
4	Vest Financial, LLC new	Shares	+93.6K	+$7.6M	$7.6M
5	LOUISBOURG INVESTMENTS INC. new	Shares	+89.4K	+$7.3M	$7.3M
6	Rathbones Group PLC new	Shares	+69.9K	+$5.7M	$5.7M
7	Addenda Capital Inc. new	Shares	+47.8K	+$5.5M	$5.5M
8	PensionDanmark Pensionsforsikringsaktieselskab new	Shares	+66.3K	+$5.4M	$5.4M
9	COOPER INVESTORS PTY LTD new	Shares	+48.6K	+$4.0M	$4.0M
10	First National Bank of Mount Dora, Trust Investment Services new	Shares	+44.7K	+$3.7M	$3.7M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+33.3K	+$3.0M	$3.0M
12	Avanza Fonder AB new	Shares	+22.0K	+$2.6M	$2.6M
13	Louisiana State Employees Retirement System new	Shares	+24.6K	+$2.0M	$2.0M
14	Penbrook Management LLC new	Shares	+24.4K	+$2.0M	$2.0M
15	First American Bank new	Shares	+20.4K	+$1.7M	$1.7M
16	Fideuram Asset Management (Ireland) dac new	Shares	+11.7K	+$1.3M	$1.3M
17	GRIFFIN ASSET MANAGEMENT, INC. new	Shares	+11.9K	+$971.7K	$971.7K
18	China Universal Asset Management Co., Ltd. new	Shares	+11.5K	+$937.1K	$937.1K
19	RFG Advisory, LLC new	Shares	+11.0K	+$898.4K	$898.4K
20	Prospera Financial Services Inc new	Shares	+10.5K	+$855.2K	$855.2K
21	Alliance Wealth Advisors, LLC /UT new	Shares	+9.1K	+$742.9K	$742.9K
22	Value Partners Investments Inc. new	Shares	+8.4K	+$682.5K	$682.5K
23	Portside Wealth Group, LLC new	Shares	+7.7K	+$624.8K	$624.8K
24	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+7.0K	+$575.7K	$575.7K
25	Charles Schwab Trust Co new	Shares	+6.6K	+$540.3K	$540.3K
26	Bond & Devick Financial Network, Inc. new	Shares	+6.6K	+$538.2K	$538.2K
27	Sequoia Financial Advisors, LLC new	Shares	+6.2K	+$502.5K	$502.5K
28	Lee Financial Co new	Shares	+6.1K	+$494.4K	$494.4K
29	Dynamic Advisor Solutions LLC new	Shares	+6.0K	+$492.6K	$492.6K
30	Quilter Plc new	Shares	+4.1K	+$470.4K	$470.4K
31	SIGNATUREFD, LLC new	Shares	+5.5K	+$452.7K	$452.7K
32	CERTIOR FINANCIAL GROUP, LLC new	Shares	+5.1K	+$414.1K	$414.1K
33	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC new	Shares	+5.0K	+$411.2K	$411.2K
34	IFP Advisors, Inc new	Shares	+5.0K	+$408.5K	$408.5K
35	Arista Wealth Management, LLC new	Shares	+4.7K	+$384.5K	$384.5K
36	CIDEL ASSET MANAGEMENT INC new	Shares	+4.6K	+$373.1K	$373.1K
37	Assenagon Asset Management S.A. new	Shares	+4.2K	+$346.9K	$346.9K
38	MIZUHO MARKETS AMERICAS LLC new	Shares	+3.8K	+$310.0K	$310.0K
39	Farther Finance Advisors, LLC new	Shares	+3.8K	+$309.8K	$309.8K
40	Venturi Wealth Management, LLC new	Shares	+3.8K	+$307.0K	$307.0K
41	Aaron Wealth Advisors LLC new	Shares	+3.7K	+$299.3K	$299.3K
42	Sivia Capital Partners, LLC new	Shares	+3.5K	+$288.3K	$288.3K
43	Ballentine Partners, LLC new	Shares	+3.2K	+$258.8K	$258.8K
44	Versant Capital Management, Inc new	Shares	+2.8K	+$226.4K	$226.4K
45	Key FInancial Inc new	Shares	+2.7K	+$220.1K	$220.1K
46	D.A. DAVIDSON & CO. new	Shares	+2.7K	+$220.0K	$220.0K
47	HIGHLINE WEALTH PARTNERS LLC new	Shares	+2.3K	+$188.0K	$188.0K
48	E Fund Management (Hong Kong) Co., Ltd. new	Shares	+2.0K	+$166.0K	$166.0K
49	EverSource Wealth Advisors, LLC new	Shares	+1.2K	+$96.8K	$96.8K
50	Physician Wealth Advisors, Inc. new	Shares	+1.1K	+$89.0K	$89.0K

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