Filing Research | BANCO SANTANDER SA Institutional Holdings

Snapshot holdings

50 / 175 loaded

#		Instrument	quantity
1	QRG CAPITAL MANAGEMENT, INC.	Shares	1.5MSH	$20.3M
2	Crossmark Global Holdings, Inc.	Shares	1.0MSH	$14.4M
3	FACTORY MUTUAL INSURANCE CO	Shares	515.3KSH	$7.1M
4	SIGNATUREFD, LLC	Shares	388.9KSH	$5.4M
5	Sequoia Financial Advisors, LLC	Shares	259.8KSH	$3.6M
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	251.0KSH	$3.5M
7	Miura Global Management, LLC	Shares	250.0KSH	$3.5M
8	NWAM LLC	Shares	248.3KSH	$3.4M
9	Ballentine Partners, LLC	Shares	199.0KSH	$2.7M
10	Aaron Wealth Advisors LLC	Shares	198.0KSH	$2.7M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	155.8KSH	$2.2M
12	Sivia Capital Partners, LLC	Shares	150.2KSH	$2.1M
13	Merit Financial Group, LLC	Shares	108.6KSH	$1.5M
14	Venturi Wealth Management, LLC	Shares	103.7KSH	$1.4M
15	Versant Capital Management, Inc	Shares	95.6KSH	$1.3M
16	Baron Wealth Management LLC	Shares	94.6KSH	$1.3M
17	GREENLEAF TRUST	Shares	92.1KSH	$1.3M
18	Farther Finance Advisors, LLC	Shares	90.0KSH	$1.2M
19	Prospera Financial Services Inc	Shares	87.1KSH	$1.2M
20	GAMMA Investing LLC	Shares	85.3KSH	$1.2M
21	Apollon Wealth Management, LLC	Shares	82.2KSH	$1.1M
22	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	77.8KSH	$1.1M
23	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	75.1KSH	$1.0M
24	Themes Management Co LLC	Shares	73.5KSH	$1.0M
25	Abel Hall, LLC	Shares	71.9KSH	$992.8K
26	Orca Wealth Management, LLC	Shares	65.8KSH	$908.3K
27	Five Oceans Advisors	Shares	63.0KSH	$869.0K
28	Trust Point Inc.	Shares	61.4KSH	$846.7K
29	Legacy Wealth Asset Management, LLC	Shares	59.0KSH	$814.8K
30	LVW Advisors, LLC	Shares	57.3KSH	$791.1K
31	Aprio Wealth Management, LLC	Shares	55.9KSH	$770.8K
32	BENJAMIN EDWARDS INC	Shares	49.0KSH	$676.2K
33	Envestnet Portfolio Solutions, Inc.	Shares	48.8KSH	$672.8K
34	Valeo Financial Advisors, LLC	Shares	47.9KSH	$661.4K
35	Portside Wealth Group, LLC	Shares	47.7KSH	$658.6K
36	Gallacher Capital Management LLC	Shares	46.5KSH	$641.0K
37	INDEPENDENT FINANCIAL GROUP, LLC	Shares	46.3KSH	$639.2K
38	55 North Private Wealth, LLC	Shares	43.6KSH	$602.2K
39	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	43.5KSH	$600.2K
40	RIVERSEDGE ADVISORS, LLC	Shares	43.1KSH	$594.8K
41	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	41.5KSH	$572.9K
42	Archford Capital Strategies, LLC	Shares	40.4KSH	$558.1K
43	EverSource Wealth Advisors, LLC	Shares	40.2KSH	$555.0K
44	ANCHYRA PARTNERS LLC	Shares	39.6KSH	$546.7K
45	Wedmont Private Capital	Shares	37.1KSH	$515.0K
46	Cromwell Holdings LLC	Shares	36.8KSH	$507.2K
47	WEALTHEDGE INVESTMENT ADVISORS, LLC	Shares	35.4KSH	$488.3K
48	Traveka Wealth, LLC	Shares	35.2KSH	$485.8K
49	Composition Wealth, LLC	Shares	33.0KSH	$455.3K
50	PFW Advisors LLC	Shares	32.4KSH	$447.0K

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

50 / 190 loaded

#		Instrument
1	QRG CAPITAL MANAGEMENT, INC. added	Shares	+580	+$3.7M	$20.3M
2	Miura Global Management, LLC new	Shares	+250.0K	+$3.5M	$3.5M
3	NWAM LLC new	Shares	+248.3K	+$3.4M	$3.4M
4	Crossmark Global Holdings, Inc. trimmed	Shares	-45.4K	+$2.1M	$14.4M
5	FACTORY MUTUAL INSURANCE CO unchanged	Shares	0	+$1.3M	$7.1M
6	SIGNATUREFD, LLC added	Shares	+28.1K	+$1.3M	$5.4M
7	Ballentine Partners, LLC added	Shares	+18.2K	+$706.6K	$2.7M
8	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+3.0K	+$665.9K	$3.5M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+22.1K	+$635.7K	$2.2M
10	Aaron Wealth Advisors LLC added	Shares	+1.8K	+$519.3K	$2.7M
11	Sequoia Financial Advisors, LLC trimmed	Shares	-13.6K	+$500.9K	$3.6M
12	Sivia Capital Partners, LLC added	Shares	+9.1K	+$480.8K	$2.1M
13	Merit Financial Group, LLC added	Shares	+11.6K	+$404.7K	$1.5M
14	Farther Finance Advisors, LLC added	Shares	+12.9K	+$349.0K	$1.2M
15	Prospera Financial Services Inc added	Shares	+9.5K	+$326.6K	$1.2M
16	GAMMA Investing LLC added	Shares	+8.9K	+$315.1K	$1.2M
17	Composition Wealth, LLC added	Shares	+18.8K	+$294.9K	$455.3K
18	Venturi Wealth Management, LLC added	Shares	+2.1K	+$285.6K	$1.4M
19	RIVERSEDGE ADVISORS, LLC added	Shares	+13.8K	+$264.5K	$594.8K
20	Versant Capital Management, Inc added	Shares	+1.4K	+$256.3K	$1.3M
21	Baron Wealth Management LLC added	Shares	+1.4K	+$254.6K	$1.3M
22	LVW Advisors, LLC added	Shares	+8.8K	+$243.9K	$791.1K
23	Avior Wealth Management, LLC new	Shares	+17.1K	+$236.1K	$236.1K
24	55 North Private Wealth, LLC added	Shares	+10.1K	+$223.4K	$602.2K
25	Aprio Wealth Management, LLC added	Shares	+6.9K	+$218.2K	$770.8K
26	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.5K	+$213.2K	$1.1M
27	Spectrum Planning & Advisory Services Inc. new	Shares	+14.3K	+$197.6K	$197.6K
28	Abel Hall, LLC added	Shares	+1.3K	+$196.4K	$992.8K
29	GREENLEAF TRUST trimmed	Shares	-3.9K	+$188.4K	$1.3M
30	Interchange Capital Partners, LLC new	Shares	+12.8K	+$178.1K	$178.1K
31	Valeo Financial Advisors, LLC added	Shares	+5.1K	+$177.8K	$661.4K
32	GC Wealth Management RIA, LLC new	Shares	+12.6K	+$174.4K	$174.4K
33	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+4.9K	+$172.0K	$639.2K
34	Portside Wealth Group, LLC added	Shares	+4.4K	+$169.9K	$658.6K
35	Orca Wealth Management, LLC added	Shares	+61	+$166.6K	$908.3K
36	Five Oceans Advisors unchanged	Shares	0	+$158.7K	$869.0K
37	Symmetry Partners, LLC new	Shares	+11.3K	+$156.6K	$156.6K
38	Hidden Cove Wealth Management, LLC new	Shares	+11.1K	+$153.2K	$153.2K
39	RFG Advisory, LLC new	Shares	+11.0K	+$151.7K	$151.7K
40	BENJAMIN EDWARDS INC added	Shares	+2.2K	+$147.8K	$676.2K
41	MISSION WEALTH MANAGEMENT, LP added	Shares	+8.7K	+$146.4K	$263.9K
42	Aletheian Wealth Advisors LLC new	Shares	+10.5K	+$144.4K	$144.4K
43	Trust Point Inc. trimmed	Shares	-2.1K	+$131.2K	$846.7K
44	ANCHYRA PARTNERS LLC added	Shares	+2.5K	+$127.6K	$546.7K
45	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-1.5K	+$106.5K	$672.8K
46	Foster Group, Inc. added	Shares	+3.7K	+$105.7K	$350.4K
47	LEAVELL INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$104.6K	$572.9K
48	Dynamic Advisor Solutions LLC added	Shares	+4.1K	+$102.1K	$304.1K
49	Cromwell Holdings LLC unchanged	Shares	0	+$92.6K	$507.2K
50	Athena Wealth Management, LLC added	Shares	+2.0K	+$90.4K	$373.2K

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