CIK 1010873
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-05-22). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-05-22. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BODE, PAUL, T | MANAGING DIRECTOR BUSINESS DEVELOPMENT, DIRECTOR | 2026-05 | <5% ·◆ |
| Dornheggen, Todd, Robert | DIRECTOR | 2021-11 | <5% ·◆ |
| FITE, WILSON, LEE | DIRECTOR | 2021-05 | <5% ·◆ |
| FRISCHER, LORI, MICHELLE | DIRECTOR | 2022-08 | <5% ·◆ |
| GUTHRIE, JASON, THOMAS | MANAGING DIRECTOR OPERATIONS, IT AND CLIENT SERVICES | 2025-06 | <5% ·◆ |
| Green, Sarai, Lin | DIRECTOR | 2026-05 | <5% ·◆ |
| MANZON, CAROL, ELIZABETH | MANAGING DIRECTOR, TRUST AND FAMILY OFFICE | 2018-11 | <5% ·◆ |
| NEWELL, WILLIAM, ROBERT | PRESIDENT, DIRECTOR | 2018-11 | <5% ·◆ |
| REYNOLDS, JONATHAN, WILLIAM | DIRECTOR | 2018-11 | <5% ·◆ |
| STROIK, CYNTHIA, ROSE | CHIEF COMPLIANCE OFFICER | 2021-11 | <5% ·◆ |
| FIFTH THIRD ACQUISITION HOLDINGS, LLC (DBA FIFTH THIRD BANK, NATIONAL ASSOCIATION)entity | SHAREHOLDER | 2018-11 | 75%+ ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| REILLY, MARY, ELLEN | DIRECTOR · SENIOR VICE PRESIDENT, DIRECTOR | 2024-04 | Fifth Third Wealth Advisors LLC |
| Kreiser, Jr., Merlin, Charles | MANAGING DIRECTOR OF TRUST ADMINISTRATION, FAMILY OFFICE AND OPERATIONS | 2024-04 | — not seen at a tracked firm |
| KENNEDY, MICHAEL, FRANCIS | DIRECTOR | 2023-08 | — not seen at a tracked firm |
| SAHAY, AMRESH | DIRECTOR | 2021-11 | — not seen at a tracked firm |
| HULLS, DIANE, JEAN | CHIEF COMPLIANCE OFFICER | 2021-11 | — not seen at a tracked firm |
| HOUSMAN, ERIC, BENJAMIN | DIRECTOR | 2021-03 | Fifth Third Wealth Advisors LLC |
| GARRETT, KRISTINE, REED | DIRECTOR | 2021-03 | — not seen at a tracked firm |
| COOGAN, GERALD, BRADY | DIRECTOR | 2021-03 | — not seen at a tracked firm |
| THOMPSON, (JR), WILLIAM BONNER | MANAGING DIRECTOR OF ASSET ALLOCATION AND INVESTMENT STRATEGIES · VICE PRESIDENT | 2020-12 | — not seen at a tracked firm |
| LAMB, BRIAN, DARYL | DIRECTOR | 2019-03 | — not seen at a tracked firm |
| EUBANKS, ROBERT, CHESTER | PRESIDENT | 2018-07 | — not seen at a tracked firm |
| TEANEY, MYRON, REX | VICE PRESIDENT | 2018-07 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
