Filing Research | TELEFONICA BRASIL SA Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	15.4MSH	$202.7M
2	TrueMark Investments, LLC	Shares	306.3KSH	$4.0M
3	Ballentine Partners, LLC	Shares	69.5KSH	$914.2K
4	Legacy Wealth Asset Management, LLC	Shares	60.1KSH	$790.9K
5	Abacus Wealth Partners, LLC	Shares	50.8KSH	$667.9K
6	Aprio Wealth Management, LLC	Shares	38.5KSH	$506.8K
7	Burns Matteson Capital Management, LLC	Shares	36.5KSH	$480.7K
8	LANARK FINANCIAL, INC.	Shares	33.9KSH	$445.8K
9	Sequoia Financial Advisors, LLC	Shares	33.8KSH	$445.1K
10	Vest Financial, LLC	Shares	33.0KSH	$434.9K
11	BSW Wealth Partners	Shares	26.4KSH	$348.1K
12	SIGNATUREFD, LLC	Shares	26.4KSH	$348.0K
13	Crossmark Global Holdings, Inc.	Shares	20.3KSH	$267.1K
14	Mirae Asset Global Investments Co., Ltd.	Shares	16.7KSH	$220.3K
15	Sowell Financial Services LLC	Shares	14.3KSH	$187.7K
16	QRG CAPITAL MANAGEMENT, INC.	Shares	13.8KSH	$181.2K
17	Composition Wealth, LLC	Shares	13.2KSH	$173.3K
18	First Growth Capital LLC	Shares	12.7KSH	$166.7K
19	Alhambra Investment Management LLC	Shares	12.5KSH	$164.9K
20	GAMMA Investing LLC	Shares	11.0KSH	$144.5K
21	J. M. Brown & Associates Inc.	Shares	10.4KSH	$137.5K
22	B. Riley Wealth Advisors, Inc.	Shares	10.3KSH	$136.7K
23	Farther Finance Advisors, LLC	Shares	8.8KSH	$116.0K
24	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	5.0KSH	$68.3K
25	EverSource Wealth Advisors, LLC	Shares	5.0KSH	$66.0K
26	IFP Advisors, Inc	Shares	2.8KSH	$36.2K
27	SBI Securities Co., Ltd.	Shares	2.5KSH	$32.5K
28	Spire Wealth Management	Shares	1.1KSH	$14.1K
29	COUNTRY TRUST BANK	Shares	432SH	$5.7K
30	ELEVATION WEALTH PARTNERS, LLC	Shares	247SH	$3.3K
31	Physician Wealth Advisors, Inc.	Shares	236SH	$3.1K
32	Dogwood Wealth Management LLC	Shares	137SH	$1.8K
33	True Wealth Design, LLC	Shares	130SH	$1.7K
34	Ares Financial Consulting, LLC	Shares	122SH	$1.6K
35	JFS WEALTH ADVISORS, LLC	Shares	91SH	$1.2K
36	FINANCIAL CONSULATE, INC	Shares	68SH	$895
37	LRI Investments, LLC	Shares	9SH	$118
38	SALEM INVESTMENT COUNSELORS INC	Shares	0SH	$7

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

42 / 42 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. new	Shares	+16.7K	+$220.3K	$220.3K
2	QRG CAPITAL MANAGEMENT, INC. new	Shares	+13.8K	+$181.2K	$181.2K
3	Composition Wealth, LLC new	Shares	+13.2K	+$173.3K	$173.3K
4	B. Riley Wealth Advisors, Inc. new	Shares	+10.3K	+$136.7K	$136.7K
5	LANARK FINANCIAL, INC. added	Shares	+12.3K	+$102.1K	$445.8K
6	Vest Financial, LLC added	Shares	+12.0K	+$100.3K	$434.9K
7	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+5.0K	+$68.3K	$68.3K
8	Ballentine Partners, LLC added	Shares	+14.5K	+$39.9K	$914.2K
9	Sowell Financial Services LLC added	Shares	+4.2K	+$27.2K	$187.7K
10	ELEVATION WEALTH PARTNERS, LLC new	Shares	+247	+$3.3K	$3.3K
11	Spire Wealth Management added	Shares	+246	+$958	$14.1K
12	LRI Investments, LLC new	Shares	+9	+$118	$118
13	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-13	-$200	$7
14	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$250	$1.2K
15	True Wealth Design, LLC unchanged	Shares	0	-$358	$1.7K
16	Ares Financial Consulting, LLC unchanged	Shares	0	-$368	$1.6K
17	Dogwood Wealth Management LLC unchanged	Shares	0	-$377	$1.8K
18	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$649	$3.1K
19	COUNTRY TRUST BANK unchanged	Shares	0	-$1.2K	$5.7K
20	FINANCIAL CONSULATE, INC trimmed	Shares	-106	-$1.9K	$895
21	Crewe Advisors LLC exited	Shares	-146	-$2.3K	$0
22	Handelsbanken Fonder AB exited	Shares	-207.1K	-$3.3K	$0
23	Lesa Sroufe & Co exited	Shares	-229.3K	-$3.6K	$0
24	Alhambra Investment Management LLC added	Shares	+1.7K	-$7.0K	$164.9K
25	IFP Advisors, Inc unchanged	Shares	0	-$7.6K	$36.2K
26	Farther Finance Advisors, LLC added	Shares	+225	-$22.9K	$116.0K
27	SBI Securities Co., Ltd. trimmed	Shares	-1.2K	-$26.1K	$32.5K
28	GAMMA Investing LLC added	Shares	+93	-$28.7K	$144.5K
29	SIGNATUREFD, LLC added	Shares	+2.2K	-$38.0K	$348.0K
30	First Growth Capital LLC trimmed	Shares	-396	-$44.7K	$166.7K
31	Crossmark Global Holdings, Inc. unchanged	Shares	0	-$55.8K	$267.1K
32	180 WEALTH ADVISORS, LLC exited	Shares	-19.1K	-$83.1K	$0
33	EverSource Wealth Advisors, LLC trimmed	Shares	-4.8K	-$90.5K	$66.0K
34	Aprio Wealth Management, LLC trimmed	Shares	-876	-$119.8K	$506.8K
35	Burns Matteson Capital Management, LLC trimmed	Shares	-1.3K	-$121.5K	$480.7K
36	Blue Trust, Inc. exited	Shares	-10.2K	-$162.4K	$0
37	Sequoia Financial Advisors, LLC trimmed	Shares	-6.0K	-$187.7K	$445.1K
38	Legacy Wealth Asset Management, LLC trimmed	Shares	-1.7K	-$192.6K	$790.9K
39	TrueMark Investments, LLC added	Shares	+38.9K	-$223.9K	$4.0M
40	BSW Wealth Partners trimmed	Shares	-9.6K	-$225.8K	$348.1K
41	Abacus Wealth Partners, LLC trimmed	Shares	-23.7K	-$516.6K	$667.9K
42	Robeco Institutional Asset Management B.V. trimmed	Shares	-2.3M	-$79.0M	$202.7M