Filing Research | DEUTSCHE BANK AG NA O.N. Institutional Holdings

Snapshot holdings

50 / 112 loaded

#		Instrument	quantity
1	Munich Reinsurance Co Stock Corp in Munich	Shares	3.1MSH	$103.8M
2	Artemis Investment Management LLP	Shares	1.5MSH	$49.4M
3	ASR Vermogensbeheer N.V.	Shares	596.3KSH	$20.2M
4	Exane Asset Management	Shares	565.1KSH	$19.1M
5	Martin Investment Management, LLC	Shares	461.3KSH	$15.6M
6	Assenagon Asset Management S.A.	Shares	333.7KSH	$11.3M
7	Mediolanum International Funds Ltd	Shares	238.8KSH	$8.1M
8	Baader Bank Aktiengesellschaft	Shares	203.0KSH	$6.9M
9	QRG CAPITAL MANAGEMENT, INC.	Shares	184.1KSH	$6.2M
10	Henry James International Management Inc.	Shares	163.7KSH	$5.5M
11	Gradient Investments LLC	Shares	161.0KSH	$5.4M
12	Crossmark Global Holdings, Inc.	Shares	152.0KSH	$5.1M
13	Fideuram Asset Management (Ireland) dac	Shares	149.6KSH	$4.1M
14	CARY STREET PARTNERS FINANCIAL LLC	Shares	53.8KSH	$1.8M
15	Y-Intercept (Hong Kong) Ltd	Shares	52.8KSH	$1.8M
16	Radnor Capital Management, LLC	Shares	51.4KSH	$1.7M
17	Rathbones Group PLC	Shares	45.9KSH	$1.5M
18	SIGNATUREFD, LLC	Shares	45.4KSH	$1.5M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.9KSH	$1.5M
20	Prospera Financial Services Inc	Shares	42.3KSH	$1.4M
21	GC Wealth Management RIA, LLC	Shares	36.9KSH	$1.2M
22	Sequoia Financial Advisors, LLC	Shares	35.0KSH	$1.2M
23	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	32.5KSH	$1.1M
24	Themes Management Co LLC	Shares	28.7KSH	$968.7K
25	Merit Financial Group, LLC	Shares	28.6KSH	$966.8K
26	Baron Wealth Management LLC	Shares	25.0KSH	$842.5K
27	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	24.1KSH	$815.0K
28	Aprio Wealth Management, LLC	Shares	22.8KSH	$771.0K
29	Versant Capital Management, Inc	Shares	22.4KSH	$756.5K
30	Venturi Wealth Management, LLC	Shares	20.3KSH	$684.1K
31	Diligent Investors, LLC	Shares	20.0KSH	$675.2K
32	Ballentine Partners, LLC	Shares	19.1KSH	$644.8K
33	FCG Investment Co	Shares	15.0KSH	$506.9K
34	DRIVE WEALTH MANAGEMENT, LLC	Shares	14.6KSH	$494.3K
35	Farther Finance Advisors, LLC	Shares	11.8KSH	$398.3K
36	Sivia Capital Partners, LLC	Shares	11.6KSH	$390.0K
37	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	355.1KSH	$356.0K
38	Envestnet Portfolio Solutions, Inc.	Shares	10.4KSH	$352.5K
39	Aaron Wealth Advisors LLC	Shares	10.2KSH	$345.1K
40	GREENLEAF TRUST	Shares	10.0KSH	$337.6K
41	Valeo Financial Advisors, LLC	Shares	9.8KSH	$329.4K
42	LVW Advisors, LLC	Shares	9.0KSH	$305.0K
43	Triumph Capital Management	Shares	8.7KSH	$292.8K
44	Curated Wealth Partners LLC	Shares	250.0KSH	$292.2K
45	Abundance Wealth Counselors	Shares	8.6KSH	$290.7K
46	Five Oceans Advisors	Shares	8.0KSH	$271.1K
47	Magnus Financial Group LLC	Shares	8.0KSH	$271.0K
48	MERIDIAN INVESTMENT COUNSEL INC.	Shares	8.0KSH	$270.1K
49	Traveka Wealth, LLC	Shares	7.8KSH	$264.5K
50	Blue Trust, Inc.	Shares	6.8KSH	$229.4K

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

50 / 126 loaded

#		Instrument
1	Munich Reinsurance Co Stock Corp in Munich added	Shares	+1.7M	+$64.4M	$103.8M
2	Artemis Investment Management LLP new	Shares	+1.5M	+$49.4M	$49.4M
3	Exane Asset Management new	Shares	+565.1K	+$19.1M	$19.1M
4	ASR Vermogensbeheer N.V. added	Shares	+11.7K	+$3.3M	$20.2M
5	Fideuram Asset Management (Ireland) dac added	Shares	+116.3K	+$3.2M	$4.1M
6	Mediolanum International Funds Ltd added	Shares	+42.5K	+$2.4M	$8.1M
7	Y-Intercept (Hong Kong) Ltd new	Shares	+52.8K	+$1.8M	$1.8M
8	Assenagon Asset Management S.A. trimmed	Shares	-2.8K	+$1.6M	$11.3M
9	Martin Investment Management, LLC trimmed	Shares	-14.5K	+$1.4M	$15.6M
10	QRG CAPITAL MANAGEMENT, INC. added	Shares	+21.8K	+$1.4M	$6.2M
11	Gradient Investments LLC added	Shares	+11.5K	+$984.1K	$5.4M
12	Henry James International Management Inc. added	Shares	+59	+$653.3K	$5.5M
13	Merit Financial Group, LLC added	Shares	+15.8K	+$583.3K	$966.8K
14	Crossmark Global Holdings, Inc. trimmed	Shares	-2.9K	+$519.8K	$5.1M
15	GC Wealth Management RIA, LLC added	Shares	+11.6K	+$494.9K	$1.2M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.1K	+$426.5K	$1.5M
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+355.1K	+$356.0K	$356.0K
18	Aaron Wealth Advisors LLC new	Shares	+10.2K	+$345.1K	$345.1K
19	SIGNATUREFD, LLC added	Shares	+4.5K	+$314.7K	$1.5M
20	Curated Wealth Partners LLC new	Shares	+250.0K	+$292.2K	$292.2K
21	Abundance Wealth Counselors new	Shares	+8.6K	+$290.7K	$290.7K
22	Optas, LLC new	Shares	+6.8K	+$228.8K	$228.8K
23	Apollon Wealth Management, LLC new	Shares	+6.2K	+$208.0K	$208.0K
24	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+2.5K	+$204.4K	$1.1M
25	Prospera Financial Services Inc added	Shares	+960	+$196.9K	$1.4M
26	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-1.6K	+$167.4K	$1.8M
27	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+2.3K	+$127.5K	$494.3K
28	Valeo Financial Advisors, LLC added	Shares	+2.9K	+$126.5K	$329.4K
29	Versant Capital Management, Inc added	Shares	+612	+$107.4K	$756.5K
30	Baron Wealth Management LLC added	Shares	+98	+$102.2K	$842.5K
31	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+50	+$97.6K	$815.0K
32	Aprio Wealth Management, LLC added	Shares	+203	+$96.9K	$771.0K
33	Radnor Capital Management, LLC trimmed	Shares	-4.0K	+$85.5K	$1.7M
34	Envestnet Portfolio Solutions, Inc. added	Shares	+1.5K	+$85.4K	$352.5K
35	Diligent Investors, LLC unchanged	Shares	0	+$79.6K	$675.2K
36	GREENLEAF TRUST added	Shares	+587	+$57.3K	$337.6K
37	Ballentine Partners, LLC trimmed	Shares	-798	+$52.3K	$644.8K
38	Triumph Capital Management added	Shares	+399	+$46.4K	$292.8K
39	Five Oceans Advisors unchanged	Shares	0	+$32.0K	$271.1K
40	Magnus Financial Group LLC unchanged	Shares	0	+$32.0K	$271.0K
41	MERIDIAN INVESTMENT COUNSEL INC. unchanged	Shares	0	+$31.8K	$270.1K
42	Sava Infond d.o.o. unchanged	Shares	0	+$31.2K	$216.0K
43	Farther Finance Advisors, LLC trimmed	Shares	-307	+$29.3K	$398.3K
44	Activest Wealth Management unchanged	Shares	0	+$24.7K	$169.4K
45	Cromwell Holdings LLC unchanged	Shares	0	+$24.5K	$208.2K
46	Investors Research Corp unchanged	Shares	0	+$23.8K	$202.3K
47	Traveka Wealth, LLC trimmed	Shares	-303	+$22.2K	$264.5K
48	Blue Trust, Inc. trimmed	Shares	-236	+$20.0K	$229.4K
49	Rosenberg Matthew Hamilton unchanged	Shares	0	+$16.8K	$142.3K
50	NIPPON LIFE INSURANCE CO unchanged	Shares	0	+$14.5K	$98.0K

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