Filing Research | NATWEST GROUP PLC Institutional Holdings

Snapshot holdings

50 / 103 loaded

#		Instrument	quantity
1	ABC ARBITRAGE SA	Shares	1.9MSH	$32.8M
2	Crossmark Global Holdings, Inc.	Shares	1.0MSH	$18.3M
3	Capricorn Fund Managers Ltd	Shares	587.3KSH	$10.4M
4	QRG CAPITAL MANAGEMENT, INC.	Shares	558.1KSH	$9.8M
5	Gradient Investments LLC	Shares	349.9KSH	$6.2M
6	Transmarket Holdings LP	Shares	337.5KSH	$6.0M
7	Y-Intercept (Hong Kong) Ltd	Shares	173.1KSH	$3.1M
8	BTC Capital Management, Inc.	Shares	132.1KSH	$2.3M
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	109.4KSH	$1.9M
10	Venturi Wealth Management, LLC	Shares	88.0KSH	$1.6M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	79.3KSH	$1.4M
12	SIGNATUREFD, LLC	Shares	79.0KSH	$1.4M
13	GC Wealth Management RIA, LLC	Shares	71.0KSH	$1.3M
14	Legacy Wealth Asset Management, LLC	Shares	66.4KSH	$1.2M
15	Aaron Wealth Advisors LLC	Shares	63.0KSH	$1.1M
16	BENJAMIN EDWARDS INC	Shares	59.5KSH	$1.0M
17	Sequoia Financial Advisors, LLC	Shares	55.4KSH	$976.6K
18	Baron Wealth Management LLC	Shares	55.2KSH	$972.8K
19	Blue Trust, Inc.	Shares	49.7KSH	$876.7K
20	Ballentine Partners, LLC	Shares	47.9KSH	$844.8K
21	LVW Advisors, LLC	Shares	47.9KSH	$843.7K
22	Hennion & Walsh Asset Management, Inc.	Shares	43.7KSH	$769.9K
23	Merit Financial Group, LLC	Shares	39.9KSH	$703.2K
24	DAVENPORT & Co LLC	Shares	36.4KSH	$642.0K
25	Gallacher Capital Management LLC	Shares	34.8KSH	$613.5K
26	OLD NATIONAL BANCORP /IN/	Shares	33.5KSH	$590.3K
27	Envestnet Portfolio Solutions, Inc.	Shares	32.3KSH	$570.0K
28	FCG Investment Co	Shares	31.7KSH	$559.3K
29	Versant Capital Management, Inc	Shares	29.5KSH	$520.2K
30	Farther Finance Advisors, LLC	Shares	26.7KSH	$470.5K
31	GAMMA Investing LLC	Shares	23.4KSH	$411.8K
32	Sivia Capital Partners, LLC	Shares	22.2KSH	$390.7K
33	CERTIOR FINANCIAL GROUP, LLC	Shares	20.9KSH	$368.5K
34	Aprio Wealth Management, LLC	Shares	20.0KSH	$353.4K
35	Valeo Financial Advisors, LLC	Shares	17.5KSH	$308.5K
36	Larry Mathis Financial Planning, LLC	Shares	17.2KSH	$303.7K
37	ANCHYRA PARTNERS LLC	Shares	17.0KSH	$299.0K
38	Prospera Financial Services Inc	Shares	16.3KSH	$288.2K
39	Trust Point Inc.	Shares	15.0KSH	$264.3K
40	BALDWIN WEALTH PARTNERS LLC/MA	Shares	14.8KSH	$261.6K
41	55 North Private Wealth, LLC	Shares	13.9KSH	$245.5K
42	Apollon Wealth Management, LLC	Shares	13.6KSH	$239.8K
43	Hilltop National Bank	Shares	13.1KSH	$231.4K
44	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	13.1KSH	$230.7K
45	Five Oceans Advisors	Shares	12.7KSH	$223.6K
46	GREENLEAF TRUST	Shares	12.4KSH	$217.9K
47	Optas, LLC	Shares	12.0KSH	$210.9K
48	EverSource Wealth Advisors, LLC	Shares	11.8KSH	$207.3K
49	Cromwell Holdings LLC	Shares	11.0KSH	$193.5K
50	Abel Hall, LLC	Shares	10.8KSH	$191.0K

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

50 / 112 loaded

#		Instrument
1	Crossmark Global Holdings, Inc. added	Shares	+760.9K	+$14.2M	$18.3M
2	ABC ARBITRAGE SA added	Shares	+568.2K	+$13.5M	$32.8M
3	Capricorn Fund Managers Ltd new	Shares	+587.3K	+$10.4M	$10.4M
4	Transmarket Holdings LP new	Shares	+337.5K	+$6.0M	$6.0M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+173.1K	+$3.1M	$3.1M
6	QRG CAPITAL MANAGEMENT, INC. added	Shares	+61.7K	+$2.4M	$9.8M
7	Gradient Investments LLC added	Shares	+19.1K	+$1.2M	$6.2M
8	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+53.9K	+$1.1M	$1.9M
9	FCG Investment Co new	Shares	+31.7K	+$559.3K	$559.3K
10	SIGNATUREFD, LLC added	Shares	+15.0K	+$439.6K	$1.4M
11	BTC Capital Management, Inc. added	Shares	+4.3K	+$425.3K	$2.3M
12	GC Wealth Management RIA, LLC added	Shares	+9.1K	+$329.6K	$1.3M
13	Larry Mathis Financial Planning, LLC new	Shares	+17.2K	+$303.7K	$303.7K
14	LVW Advisors, LLC added	Shares	+10.8K	+$291.2K	$843.7K
15	Sequoia Financial Advisors, LLC added	Shares	+8.9K	+$283.9K	$976.6K
16	Aaron Wealth Advisors LLC added	Shares	+6.6K	+$270.7K	$1.1M
17	Baron Wealth Management LLC added	Shares	+7.1K	+$256.7K	$972.8K
18	55 North Private Wealth, LLC new	Shares	+13.9K	+$245.5K	$245.5K
19	BENJAMIN EDWARDS INC added	Shares	+4.6K	+$231.1K	$1.0M
20	Venturi Wealth Management, LLC trimmed	Shares	-727	+$229.5K	$1.6M
21	OLD NATIONAL BANCORP /IN/ added	Shares	+8.8K	+$222.0K	$590.3K
22	Abel Hall, LLC new	Shares	+10.8K	+$191.0K	$191.0K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-465	+$188.9K	$1.4M
24	Ballentine Partners, LLC added	Shares	+3.5K	+$183.3K	$844.8K
25	Legacy Wealth Asset Management, LLC trimmed	Shares	-1.5K	+$159.3K	$1.2M
26	Valeo Financial Advisors, LLC added	Shares	+6.1K	+$138.8K	$308.5K
27	Merit Financial Group, LLC added	Shares	+1.2K	+$126.5K	$703.2K
28	GAMMA Investing LLC added	Shares	+3.2K	+$111.6K	$411.8K
29	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+3.0K	+$81.1K	$230.7K
30	CERTIOR FINANCIAL GROUP, LLC added	Shares	+1.3K	+$76.9K	$368.5K
31	Aprio Wealth Management, LLC added	Shares	+1.3K	+$74.3K	$353.4K
32	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-1.6K	+$64.9K	$570.0K
33	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-4.1K	+$57.8K	$769.9K
34	Versant Capital Management, Inc trimmed	Shares	-1.7K	+$54.5K	$520.2K
35	Blue Trust, Inc. trimmed	Shares	-5.5K	+$53.8K	$876.7K
36	Trust Point Inc. added	Shares	+824	+$53.2K	$264.3K
37	ANCHYRA PARTNERS LLC added	Shares	+449	+$53.0K	$299.0K
38	DAVENPORT & Co LLC trimmed	Shares	-3.9K	+$40.8K	$642.0K
39	GREENLEAF TRUST added	Shares	+189	+$36.6K	$217.9K
40	Optas, LLC added	Shares	+172	+$35.2K	$210.9K
41	Five Oceans Advisors unchanged	Shares	0	+$34.6K	$223.6K
42	BALDWIN WEALTH PARTNERS LLC/MA trimmed	Shares	-676	+$30.4K	$261.6K
43	Traveka Wealth, LLC unchanged	Shares	0	+$28.6K	$184.9K
44	Apollon Wealth Management, LLC trimmed	Shares	-845	+$24.5K	$239.8K
45	Cromwell Holdings LLC unchanged	Shares	0	+$23.1K	$193.5K
46	SBI Securities Co., Ltd. added	Shares	+510	+$16.6K	$58.4K
47	Hilltop National Bank trimmed	Shares	-1.4K	+$15.4K	$231.4K
48	EASTERN BANK new	Shares	+851	+$15.0K	$15.0K
49	GHP Investment Advisors, Inc. unchanged	Shares	0	+$14.0K	$90.2K
50	True Wealth Design, LLC added	Shares	+112	+$13.3K	$74.9K

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