IAUM

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USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding IAUM · 2026-Q1 methodology → sources →

275 holders

% of shares outstanding held

—

Shares held (13F)

67,891,881

Reporting holders

275

Top holders

largest 100 of 275 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Sumitomo Mitsui Trust Group, Inc.	26,834,92726.8M	$1.3B	—	ADD 22%
2	Alaska Permanent Fund Corp	3,709,0003.7M	$171M	—	ADD 25%
3	BANK OF AMERICA CORP /DE/	3,424,1393.4M	$160M	—	ADD 17%
4	SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO	2,875,7492.9M	$134M	—	ADD 12%
5	Heck Capital Advisors, LLC	2,435,6202.4M	$114M	—	ADD 102%
6	Vident Advisory, LLC	1,683,9741.7M	$79M	—	—
7	Blue Trust, Inc.	1,606,3891.6M	$75M	—	TRIM -8%
8	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	1,476,3841.5M	$69M	—	TRIM -56%
9	Asset Management One Co., Ltd.	1,427,6921.4M	$67M	—	ADD 20%
10	AlTi Global, Inc.	1,339,0491.3M	$64M	—	—
11	BOK Financial Private Wealth, Inc.	1,130,6501.1M	$53M	—	ADD 60%
12	Quadrature Capital Ltd	991,744991,744	$46M	—	NEW
13	AlphaCore Capital LLC	940,234940,234	$44M	—	ADD 25%
14	BlackRock, Inc.	843,490843,490	$39M	—	NEW
15	FIFTH THIRD BANCORP	834,143834,143	$39M	—	ADD 5%
16	Myriad Asset Management Advisors LLC	777,371777,371	$36M	—	TRIM -13%
17	Mirae Asset Global Investments Co., Ltd.	740,000740,000	$35M	—	ADD 137%
18	RAYMOND JAMES FINANCIAL INC	734,747734,747	$34M	—	ADD 5%
19	GOLDMAN SACHS GROUP INC	657,201657,201	$31M	—	ADD 110%
20	Ancora Advisors LLC	643,517643,517	$30M	—	ADD 5%
21	Sanctuary Advisors, LLC	419,754419,754	$20M	—	TRIM -48%
22	JPMORGAN CHASE & CO	414,045414,045	$19M	—	TRIM -48%
23	Fielder Capital Group LLC	393,890393,890	$18M	—	ADD 3%
24	United Community Bank	376,344376,344	$18M	—	TRIM -3%
25	Avestar Capital, LLC	367,753367,753	$17M	—	ADD 4%
26	Reliant Wealth Planning	336,983336,983	$16M	—	ADD 5313%
27	China Universal Asset Management Co., Ltd.	333,000333,000	$16M	—	TRIM -15%
28	Versant Capital Management, Inc	320,167320,167	$15M	—	ADD 5%
29	MAI Capital Management	314,987314,987	$15M	—	ADD 6%
30	Myriad Asset Management US LP	275,242275,242	$13M	—	—
31	HOWLAND CAPITAL MANAGEMENT LLC	275,045275,045	$13M	—	ADD 6%
32	World Investment Advisors	274,866274,866	$13M	—	ADD 19%
33	Permanens Capital L.P.	265,651265,651	$12M	—	ADD 74%
34	RFG Advisory, LLC	263,517263,517	$12M	—	ADD 100%
35	AE Wealth Management LLC	253,352253,352	$12M	—	TRIM -56%
36	ENVESTNET ASSET MANAGEMENT INC	252,629252,629	$12M	—	ADD 14%
37	SIGMA INVESTMENT COUNSELORS INC	244,500244,500	$11M	—	TRIM -6%
38	Thrivent Financial for Lutherans	239,574239,574	$11M	—	ADD 306%
39	TRUIST FINANCIAL CORP	238,621238,621	$11M	—	ADD 4%
40	MGO ONE SEVEN LLC	219,028219,028	$10M	—	—
41	SFM, LLC	216,857216,857	$10M	—	TRIM -4%
42	Raub Brock Capital Management LP	202,920202,920	$9M	—	—
43	Bauman Advisory Group, LLC	190,927190,927	$9M	—	ADD 72%
44	Fifth Third Wealth Advisors LLC	183,516183,516	$9M	—	TRIM -6%
45	MML INVESTORS SERVICES, LLC	175,365175,365	$8M	—	TRIM -14%
46	Greenline Partners, LLC	170,451170,451	$8M	—	ADD 47%
47	TABLEAUX LLC	168,626168,626	$8M	—	ADD 58%
48	Spectrum Strategic Capital Management, LLC	147,489147,489	$7M	—	—
49	LPL Financial LLC	142,545142,545	$7M	—	ADD 17%
50	Jump Financial, LLC	135,532135,532	$6M	—	ADD 798%
51	Amundi	135,329135,329	$6M	—	TRIM -21%
52	VICUS CAPITAL	133,915133,915	$6M	—	TRIM -88%
53	Cerity Partners LLC	129,176129,176	$6M	—	ADD 154%
54	COMMONWEALTH EQUITY SERVICES, LLC	128,439128,439	$6M	—	ADD 519%
55	CITADEL ADVISORS LLC	127,275127,275	$6M	—	ADD 20%
56	CASTLE WEALTH MANAGEMENT LLC	126,968126,968	$6M	—	TRIM -6%
57	Focus Partners Wealth	125,327125,327	$6M	—	ADD 57%
58	OSAIC HOLDINGS, INC.	115,579115,579	$5M	—	—
59	Stonehage Fleming Financial Services Holdings Ltd	113,308113,308	$5M	—	ADD 15%
60	MorganRosel Wealth Management, LLC	110,084110,084	$5M	—	TRIM -53%
61	OVERSEA-CHINESE BANKING Corp Ltd	105,101105,101	$5M	—	ADD 65%
62	Summit Financial, LLC	96,84096,840	$5M	—	NEW
63	SIGNET FINANCIAL MANAGEMENT, LLC	95,67295,672	$4M	—	TRIM -21%
64	Kestra Advisory Services, LLC	95,08095,080	$4M	—	ADD 200%
65	Cetera Investment Advisers	88,60688,606	$4M	—	ADD 9%
66	U.S. Capital Wealth Advisors, LLC	87,59687,596	$4M	—	TRIM -19%
67	Atria Investments, Inc	82,59882,598	$4M	—	ADD 4%
68	Stokes Family Office, LLC	80,02480,024	$4M	—	TRIM -60%
69	Mariner, LLC	79,88379,883	$4M	—	ADD 4%
70	M Wealth Management, LLC	76,52876,528	$4M	—	—
71	NOMURA ASSET MANAGEMENT CO LTD	62,00062,000	$3M	—	—
72	SteelPeak Wealth, LLC	59,62659,626	$3M	—	—
73	Owl Creek Wealth Partners LLC	57,96157,961	$3M	—	NEW
74	Empowered Funds, LLC	55,81055,810	$3M	—	NEW
75	Savvy Advisors, Inc.	55,80455,804	$3M	—	NEW
76	Prospera Financial Services Inc	53,94153,941	$3M	—	ADD 13%
77	Choate Investment Advisors	53,69853,698	$3M	—	ADD 26%
78	Cedar Point Capital Partners, LLC	50,90650,906	$2M	—	ADD 7%
79	EVERMAY WEALTH MANAGEMENT LLC	50,14150,141	$2M	—	TRIM -17%
80	Turning Point Benefit Group, Inc.	74,98974,989	$2M	—	ADD 14%
81	BOKF, NA	46,48946,489	$2M	—	ADD 58%
82	Cambridge Investment Research Advisors, Inc.	45,80245,802	$2M	—	ADD 23%
83	CAPTRUST FINANCIAL ADVISORS	45,40845,408	$2M	—	NEW
84	Creative Planning	44,56744,567	$2M	—	ADD 36%
85	Heirloom Wealth Management	44,27944,279	$2M	—	NEW
86	OARSMAN CAPITAL, INC.	42,90742,907	$2M	—	TRIM -5%
87	Vise Technologies, Inc.	45,48345,483	$2M	—	—
88	HighTower Advisors, LLC	39,78639,786	$2M	—	ADD 20%
89	Chemistry Wealth Management LLC	37,80137,801	$2M	—	ADD 62%
90	Tactive Advisors, LLC	36,86836,868	$2M	—	ADD 5%
91	Sankala Group LLC	36,83136,831	$2M	—	ADD 3%
92	Westfuller Advisors, LLC	35,16535,165	$2M	—	ADD 62%
93	&PARTNERS	34,40634,406	$2M	—	ADD 29%
94	Tidal Investments LLC	35,25435,254	$2M	—	NEW
95	INSIGNEO ADVISORY SERVICES, LLC	33,76033,760	$2M	—	ADD 37%
96	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	33,53433,534	$2M	—	—
97	PRINCIPAL SECURITIES, INC.	33,39733,397	$2M	—	—
98	Wedmont Private Capital	32,82732,827	$2M	—	TRIM -45%
99	STUART INVESTMENT ADVISORS, INC.	32,93432,934	$2M	—	ADD 37%
100	TUDOR INVESTMENT CORP ET AL	31,23331,233	$1M	—	TRIM -29%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Sumitomo Mitsui Trust Group, Inc.

5.5M

6.7M

9.3M

18.1M

21.9M

26.8M

$1.3B

Alaska Permanent Fund Corp

6.5M

3.5M

2.9M

3.0M

3.7M

$171M

BANK OF AMERICA CORP /DE/

1.3M

1.9M

2.2M

2.7M

2.9M

3.4M

$160M

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO

2.3M

2.6M

2.9M

$134M

Heck Capital Advisors, LLC

—

712K

1.2M

2.4M

$114M

Vident Advisory, LLC

—

668K

789K

1.7M

$79M

Blue Trust, Inc.

41K

46K

1.4M

1.8M

1.6M

$75M

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP

38K

2.3M

3.5M

6.7M

3.3M

1.5M

$69M

Asset Management One Co., Ltd.

—

303K

1.2M

1.4M

$67M

AlTi Global, Inc.

—

1.4M

1.3M

$64M

BOK Financial Private Wealth, Inc.

—

709K

1.1M

$53M

Quadrature Capital Ltd

—

467K

92K

—

992K

$46M

AlphaCore Capital LLC

—

613K

618K

687K

752K

940K

$44M

BlackRock, Inc.

—

843K

$39M

FIFTH THIRD BANCORP

463K

575K

705K

763K

797K

834K

$39M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	275	67,891,881	—	$3.2B
2025-Q4	242	60,704,049	—	$2.6B
2025-Q3	191	56,271,068	—	$2.2B
2025-Q2	156	37,419,513	—	$1.2B
2025-Q1	130	27,678,734	—	$869M
2024-Q4	96	22,160,392	—	$580M
2024-Q3	76	27,938,039	—	$734M
2024-Q2	72	27,004,440	—	$637M
2024-Q1	55	28,107,202	—	$625M
2023-Q4	53	43,283,907	—	$890M
2023-Q3	44	28,571,170	—	$527M
2023-Q2	36	36,757,347	—	$706M
2023-Q1	24

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding IAUM · 2026-Q1 methodology → sources →

275 holders

% of shares outstanding held

—

Shares held (13F)

67,891,881

Reporting holders

275

Top holders

largest 100 of 275 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Sumitomo Mitsui Trust Group, Inc.	26,834,92726.8M	$1.3B	—	ADD 22%
2	Alaska Permanent Fund Corp	3,709,0003.7M	$171M	—	ADD 25%
3	BANK OF AMERICA CORP /DE/	3,424,1393.4M	$160M	—	ADD 17%
4	SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO	2,875,7492.9M	$134M	—	ADD 12%
5	Heck Capital Advisors, LLC	2,435,6202.4M	$114M	—	ADD 102%
6	Vident Advisory, LLC	1,683,9741.7M	$79M	—	—
7	Blue Trust, Inc.	1,606,3891.6M	$75M	—	TRIM -8%
8	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	1,476,3841.5M	$69M	—	TRIM -56%
9	Asset Management One Co., Ltd.	1,427,6921.4M	$67M	—	ADD 20%
10	AlTi Global, Inc.	1,339,0491.3M	$64M	—	—
11	BOK Financial Private Wealth, Inc.	1,130,6501.1M	$53M	—	ADD 60%
12	Quadrature Capital Ltd	991,744991,744	$46M	—	NEW
13	AlphaCore Capital LLC	940,234940,234	$44M	—	ADD 25%
14	BlackRock, Inc.	843,490843,490	$39M	—	NEW
15	FIFTH THIRD BANCORP	834,143834,143	$39M	—	ADD 5%
16	Myriad Asset Management Advisors LLC	777,371777,371	$36M	—	TRIM -13%
17	Mirae Asset Global Investments Co., Ltd.	740,000740,000	$35M	—	ADD 137%
18	RAYMOND JAMES FINANCIAL INC	734,747734,747	$34M	—	ADD 5%
19	GOLDMAN SACHS GROUP INC	657,201657,201	$31M	—	ADD 110%
20	Ancora Advisors LLC	643,517643,517	$30M	—	ADD 5%
21	Sanctuary Advisors, LLC	419,754419,754	$20M	—	TRIM -48%
22	JPMORGAN CHASE & CO	414,045414,045	$19M	—	TRIM -48%
23	Fielder Capital Group LLC	393,890393,890	$18M	—	ADD 3%
24	United Community Bank	376,344376,344	$18M	—	TRIM -3%
25	Avestar Capital, LLC	367,753367,753	$17M	—	ADD 4%
26	Reliant Wealth Planning	336,983336,983	$16M	—	ADD 5313%
27	China Universal Asset Management Co., Ltd.	333,000333,000	$16M	—	TRIM -15%
28	Versant Capital Management, Inc	320,167320,167	$15M	—	ADD 5%
29	MAI Capital Management	314,987314,987	$15M	—	ADD 6%
30	Myriad Asset Management US LP	275,242275,242	$13M	—	—
31	HOWLAND CAPITAL MANAGEMENT LLC	275,045275,045	$13M	—	ADD 6%
32	World Investment Advisors	274,866274,866	$13M	—	ADD 19%
33	Permanens Capital L.P.	265,651265,651	$12M	—	ADD 74%
34	RFG Advisory, LLC	263,517263,517	$12M	—	ADD 100%
35	AE Wealth Management LLC	253,352253,352	$12M	—	TRIM -56%
36	ENVESTNET ASSET MANAGEMENT INC	252,629252,629	$12M	—	ADD 14%
37	SIGMA INVESTMENT COUNSELORS INC	244,500244,500	$11M	—	TRIM -6%
38	Thrivent Financial for Lutherans	239,574239,574	$11M	—	ADD 306%
39	TRUIST FINANCIAL CORP	238,621238,621	$11M	—	ADD 4%
40	MGO ONE SEVEN LLC	219,028219,028	$10M	—	—
41	SFM, LLC	216,857216,857	$10M	—	TRIM -4%
42	Raub Brock Capital Management LP	202,920202,920	$9M	—	—
43	Bauman Advisory Group, LLC	190,927190,927	$9M	—	ADD 72%
44	Fifth Third Wealth Advisors LLC	183,516183,516	$9M	—	TRIM -6%
45	MML INVESTORS SERVICES, LLC	175,365175,365	$8M	—	TRIM -14%
46	Greenline Partners, LLC	170,451170,451	$8M	—	ADD 47%
47	TABLEAUX LLC	168,626168,626	$8M	—	ADD 58%
48	Spectrum Strategic Capital Management, LLC	147,489147,489	$7M	—	—
49	LPL Financial LLC	142,545142,545	$7M	—	ADD 17%
50	Jump Financial, LLC	135,532135,532	$6M	—	ADD 798%
51	Amundi	135,329135,329	$6M	—	TRIM -21%
52	VICUS CAPITAL	133,915133,915	$6M	—	TRIM -88%
53	Cerity Partners LLC	129,176129,176	$6M	—	ADD 154%
54	COMMONWEALTH EQUITY SERVICES, LLC	128,439128,439	$6M	—	ADD 519%
55	CITADEL ADVISORS LLC	127,275127,275	$6M	—	ADD 20%
56	CASTLE WEALTH MANAGEMENT LLC	126,968126,968	$6M	—	TRIM -6%
57	Focus Partners Wealth	125,327125,327	$6M	—	ADD 57%
58	OSAIC HOLDINGS, INC.	115,579115,579	$5M	—	—
59	Stonehage Fleming Financial Services Holdings Ltd	113,308113,308	$5M	—	ADD 15%
60	MorganRosel Wealth Management, LLC	110,084110,084	$5M	—	TRIM -53%
61	OVERSEA-CHINESE BANKING Corp Ltd	105,101105,101	$5M	—	ADD 65%
62	Summit Financial, LLC	96,84096,840	$5M	—	NEW
63	SIGNET FINANCIAL MANAGEMENT, LLC	95,67295,672	$4M	—	TRIM -21%
64	Kestra Advisory Services, LLC	95,08095,080	$4M	—	ADD 200%
65	Cetera Investment Advisers	88,60688,606	$4M	—	ADD 9%
66	U.S. Capital Wealth Advisors, LLC	87,59687,596	$4M	—	TRIM -19%
67	Atria Investments, Inc	82,59882,598	$4M	—	ADD 4%
68	Stokes Family Office, LLC	80,02480,024	$4M	—	TRIM -60%
69	Mariner, LLC	79,88379,883	$4M	—	ADD 4%
70	M Wealth Management, LLC	76,52876,528	$4M	—	—
71	NOMURA ASSET MANAGEMENT CO LTD	62,00062,000	$3M	—	—
72	SteelPeak Wealth, LLC	59,62659,626	$3M	—	—
73	Owl Creek Wealth Partners LLC	57,96157,961	$3M	—	NEW
74	Empowered Funds, LLC	55,81055,810	$3M	—	NEW
75	Savvy Advisors, Inc.	55,80455,804	$3M	—	NEW
76	Prospera Financial Services Inc	53,94153,941	$3M	—	ADD 13%
77	Choate Investment Advisors	53,69853,698	$3M	—	ADD 26%
78	Cedar Point Capital Partners, LLC	50,90650,906	$2M	—	ADD 7%
79	EVERMAY WEALTH MANAGEMENT LLC	50,14150,141	$2M	—	TRIM -17%
80	Turning Point Benefit Group, Inc.	74,98974,989	$2M	—	ADD 14%
81	BOKF, NA	46,48946,489	$2M	—	ADD 58%
82	Cambridge Investment Research Advisors, Inc.	45,80245,802	$2M	—	ADD 23%
83	CAPTRUST FINANCIAL ADVISORS	45,40845,408	$2M	—	NEW
84	Creative Planning	44,56744,567	$2M	—	ADD 36%
85	Heirloom Wealth Management	44,27944,279	$2M	—	NEW
86	OARSMAN CAPITAL, INC.	42,90742,907	$2M	—	TRIM -5%
87	Vise Technologies, Inc.	45,48345,483	$2M	—	—
88	HighTower Advisors, LLC	39,78639,786	$2M	—	ADD 20%
89	Chemistry Wealth Management LLC	37,80137,801	$2M	—	ADD 62%
90	Tactive Advisors, LLC	36,86836,868	$2M	—	ADD 5%
91	Sankala Group LLC	36,83136,831	$2M	—	ADD 3%
92	Westfuller Advisors, LLC	35,16535,165	$2M	—	ADD 62%
93	&PARTNERS	34,40634,406	$2M	—	ADD 29%
94	Tidal Investments LLC	35,25435,254	$2M	—	NEW
95	INSIGNEO ADVISORY SERVICES, LLC	33,76033,760	$2M	—	ADD 37%
96	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	33,53433,534	$2M	—	—
97	PRINCIPAL SECURITIES, INC.	33,39733,397	$2M	—	—
98	Wedmont Private Capital	32,82732,827	$2M	—	TRIM -45%
99	STUART INVESTMENT ADVISORS, INC.	32,93432,934	$2M	—	ADD 37%
100	TUDOR INVESTMENT CORP ET AL	31,23331,233	$1M	—	TRIM -29%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Sumitomo Mitsui Trust Group, Inc.

5.5M

6.7M

9.3M

18.1M

21.9M

26.8M

$1.3B

Alaska Permanent Fund Corp

6.5M

3.5M

2.9M

3.0M

3.7M

$171M

BANK OF AMERICA CORP /DE/

1.3M

1.9M

2.2M

2.7M

2.9M

3.4M

$160M

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO

2.3M

2.6M

2.9M

$134M

Heck Capital Advisors, LLC

—

712K

1.2M

2.4M

$114M

Vident Advisory, LLC

—

668K

789K

1.7M

$79M

Blue Trust, Inc.

41K

46K

1.4M

1.8M

1.6M

$75M

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP

38K

2.3M

3.5M

6.7M

3.3M

1.5M

$69M

Asset Management One Co., Ltd.

—

303K

1.2M

1.4M

$67M

AlTi Global, Inc.

—

1.4M

1.3M

$64M

BOK Financial Private Wealth, Inc.

—

709K

1.1M

$53M

Quadrature Capital Ltd

—

467K

92K

—

992K

$46M

AlphaCore Capital LLC

—

613K

618K

687K

752K

940K

$44M

BlackRock, Inc.

—

843K

$39M

FIFTH THIRD BANCORP

463K

575K

705K

763K

797K

834K

$39M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	275	67,891,881	—	$3.2B
2025-Q4	242	60,704,049	—	$2.6B
2025-Q3	191	56,271,068	—	$2.2B
2025-Q2	156	37,419,513	—	$1.2B
2025-Q1	130	27,678,734	—	$869M
2024-Q4	96	22,160,392	—	$580M
2024-Q3	76	27,938,039	—	$734M
2024-Q2	72	27,004,440	—	$637M
2024-Q1	55	28,107,202	—	$625M
2023-Q4	53	43,283,907	—	$890M
2023-Q3	44	28,571,170	—	$527M
2023-Q2	36	36,757,347	—	$706M
2023-Q1	24

Short interest has its own tab now — open SI →

IAUM☆

Institutional ownership· 13F filers holding IAUM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding IAUM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

IAUM