Filing Research | BANCO BILBAO VIZCAYA ARGENTA Institutional Holdings

Snapshot holdings

50 / 135 loaded

#		Instrument	quantity
1	Crossmark Global Holdings, Inc.	Shares	1.2MSH	$31.2M
2	QRG CAPITAL MANAGEMENT, INC.	Shares	609.5KSH	$15.3M
3	Hennion & Walsh Asset Management, Inc.	Shares	250.8KSH	$6.3M
4	Rathbones Group PLC	Shares	230.7KSH	$5.8M
5	Boston Common Asset Management, LLC	Shares	227.2KSH	$5.7M
6	SIGNATUREFD, LLC	Shares	150.2KSH	$3.8M
7	DAVENPORT & Co LLC	Shares	129.6KSH	$3.2M
8	JCIC Asset Management Inc.	Shares	138.6KSH	$3.0M
9	Sequoia Financial Advisors, LLC	Shares	110.8KSH	$2.8M
10	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	108.9KSH	$2.7M
11	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	Shares	87.2KSH	$2.2M
12	Farther Finance Advisors, LLC	Shares	81.1KSH	$2.0M
13	Aaron Wealth Advisors LLC	Shares	78.9KSH	$2.0M
14	Welch Group, LLC	Shares	67.2KSH	$1.7M
15	Ballentine Partners, LLC	Shares	66.0KSH	$1.7M
16	Redhawk Wealth Advisors, Inc.	Shares	64.1KSH	$1.6M
17	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	54.1KSH	$1.4M
18	COOKSON PEIRCE & CO INC	Shares	51.4KSH	$1.3M
19	Venturi Wealth Management, LLC	Shares	50.3KSH	$1.3M
20	NOVEM GROUP	Shares	48.1KSH	$1.2M
21	Versant Capital Management, Inc	Shares	47.9KSH	$1.2M
22	EverSource Wealth Advisors, LLC	Shares	42.9KSH	$1.1M
23	Burns Matteson Capital Management, LLC	Shares	42.0KSH	$1.1M
24	Blue Trust, Inc.	Shares	40.7KSH	$1.0M
25	BSW Wealth Partners	Shares	38.0KSH	$951.1K
26	Prospera Financial Services Inc	Shares	36.6KSH	$918.2K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	35.7KSH	$917.3K
28	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	35.7KSH	$894.7K
29	Marshall Financial Group, LLC	Shares	34.3KSH	$859.8K
30	Abel Hall, LLC	Shares	33.7KSH	$844.7K
31	Legacy Wealth Asset Management, LLC	Shares	33.5KSH	$839.6K
32	GAMMA Investing LLC	Shares	32.3KSH	$809.2K
33	Merit Financial Group, LLC	Shares	30.7KSH	$769.0K
34	Aprio Wealth Management, LLC	Shares	30.1KSH	$754.6K
35	SUMMITRY LLC	Shares	29.8KSH	$747.7K
36	Gallacher Capital Management LLC	Shares	29.2KSH	$732.2K
37	Optas, LLC	Shares	27.6KSH	$690.7K
38	Sivia Capital Partners, LLC	Shares	27.0KSH	$677.1K
39	Five Oceans Advisors	Shares	24.8KSH	$622.5K
40	Baron Wealth Management LLC	Shares	24.4KSH	$612.0K
41	LVW Advisors, LLC	Shares	24.0KSH	$601.8K
42	Trust Point Inc.	Shares	23.8KSH	$596.9K
43	Envestnet Portfolio Solutions, Inc.	Shares	22.1KSH	$553.2K
44	Portside Wealth Group, LLC	Shares	21.8KSH	$547.4K
45	AdvisorNet Financial, Inc	Shares	21.2KSH	$531.0K
46	BENJAMIN EDWARDS INC	Shares	20.8KSH	$520.6K
47	Apella Capital, LLC	Shares	18.8KSH	$490.3K
48	Larry Mathis Financial Planning, LLC	Shares	19.5KSH	$487.6K
49	ANCHYRA PARTNERS LLC	Shares	19.2KSH	$480.5K
50	55 North Private Wealth, LLC	Shares	18.4KSH	$460.5K

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

50 / 142 loaded

#		Instrument
1	Crossmark Global Holdings, Inc. trimmed	Shares	-12.4K	+$4.0M	$31.2M
2	QRG CAPITAL MANAGEMENT, INC. added	Shares	+70.2K	+$3.6M	$15.3M
3	Boston Common Asset Management, LLC added	Shares	+68.4K	+$2.3M	$5.7M
4	NOVEM GROUP new	Shares	+48.1K	+$1.2M	$1.2M
5	DAVENPORT & Co LLC added	Shares	+25.2K	+$985.7K	$3.2M
6	Marshall Financial Group, LLC new	Shares	+34.3K	+$859.8K	$859.8K
7	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+19.1K	+$783.7K	$2.7M
8	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-3.5K	+$777.2K	$6.3M
9	SIGNATUREFD, LLC added	Shares	+9.8K	+$722.5K	$3.8M
10	Larry Mathis Financial Planning, LLC new	Shares	+19.5K	+$487.6K	$487.6K
11	KLEIN PAVLIS & PEASLEY FINANCIAL, INC. added	Shares	+3.1K	+$364.6K	$2.2M
12	Williams & Novak, LLC new	Shares	+13.1K	+$327.1K	$327.1K
13	Ballentine Partners, LLC added	Shares	+4.1K	+$313.9K	$1.7M
14	180 WEALTH ADVISORS, LLC new	Shares	+11.9K	+$298.8K	$298.8K
15	Redhawk Wealth Advisors, Inc. added	Shares	+3.7K	+$298.1K	$1.6M
16	OLD NATIONAL BANCORP /IN/ new	Shares	+11.0K	+$276.3K	$276.3K
17	SUMMITRY LLC added	Shares	+7.9K	+$271.7K	$747.7K
18	Composition Wealth, LLC new	Shares	+9.8K	+$245.5K	$245.5K
19	RIVERBRIDGE PARTNERS LLC new	Shares	+9.8K	+$244.4K	$244.4K
20	Foster Group, Inc. new	Shares	+9.4K	+$236.2K	$236.2K
21	VIEWPOINT INVESTMENT PARTNERS CORP new	Shares	+9.4K	+$235.6K	$235.6K
22	Welch Group, LLC unchanged	Shares	0	+$228.5K	$1.7M
23	RFG Advisory, LLC new	Shares	+8.9K	+$222.7K	$222.7K
24	Blue Trust, Inc. added	Shares	+3.8K	+$221.2K	$1.0M
25	Aaron Wealth Advisors LLC trimmed	Shares	-2.3K	+$217.6K	$2.0M
26	Apollon Wealth Management, LLC new	Shares	+8.5K	+$212.3K	$212.3K
27	Farther Finance Advisors, LLC trimmed	Shares	-2.3K	+$210.9K	$2.0M
28	LAVELLE CAPITAL LP new	Shares	+8.3K	+$207.3K	$207.3K
29	GAMMA Investing LLC added	Shares	+4.2K	+$200.0K	$809.2K
30	COOKSON PEIRCE & CO INC added	Shares	+1.1K	+$198.0K	$1.3M
31	Abel Hall, LLC added	Shares	+3.7K	+$195.6K	$844.7K
32	Merit Financial Group, LLC added	Shares	+4.1K	+$192.6K	$769.0K
33	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.6K	+$192.3K	$917.3K
34	Versant Capital Management, Inc added	Shares	+964	+$183.6K	$1.2M
35	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.6K	+$178.3K	$894.7K
36	LVW Advisors, LLC added	Shares	+3.5K	+$157.5K	$601.8K
37	55 North Private Wealth, LLC added	Shares	+3.7K	+$142.0K	$460.5K
38	RIVERSEDGE ADVISORS, LLC added	Shares	+3.5K	+$126.9K	$375.5K
39	Avidian Wealth Enterprises, LLC added	Shares	+3.5K	+$121.6K	$344.2K
40	Five Oceans Advisors added	Shares	+1.5K	+$117.5K	$622.5K
41	BSW Wealth Partners trimmed	Shares	-548	+$117.2K	$951.1K
42	Baron Wealth Management LLC added	Shares	+1.5K	+$116.2K	$612.0K
43	Aprio Wealth Management, LLC added	Shares	+226	+$107.3K	$754.6K
44	Optas, LLC added	Shares	+377	+$101.9K	$690.7K
45	Sivia Capital Partners, LLC added	Shares	+398	+$100.5K	$677.1K
46	Burns Matteson Capital Management, LLC trimmed	Shares	-2.1K	+$97.7K	$1.1M
47	Venturi Wealth Management, LLC trimmed	Shares	-3.6K	+$92.9K	$1.3M
48	Valeo Financial Advisors, LLC added	Shares	+1.2K	+$86.2K	$451.7K
49	Trust Point Inc. added	Shares	+212	+$85.6K	$596.9K
50	Legacy Wealth Asset Management, LLC trimmed	Shares	-1.4K	+$83.7K	$839.6K

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