AUM Movers

13F filers ranked by absolute change in total portfolio value. Comparing Jun 30, 2026 (28 days ago) to Mar 31, 2026.

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Top Growers

Biggest AUM gain · Mar 2026 → Jun 2026

25 filers

#	Filer	Δ AUM	% Change	Δ Positions	Latest AUM
1	Curated Wealth Partners LLC	+$32,429,085,849	+5229.0%	+595	Large $33,049,259,649
2	LILLY ENDOWMENT INC	+$23,876,784,305	+28.2%	0	Mega $108,400,867,760
3	Swedbank AB	+$21,294,683,213	+23.4%	+14	Mega $112,386,545,190
4	Mirae Asset Global Investments Co., Ltd.	+$16,197,252,444	+54.8%	+111	Large $45,739,256,058
5	Assenagon Asset Management S.A.	+$14,462,773,964	+24.3%	+65	Large $74,036,349,846
6	Robeco Institutional Asset Management B.V.	+$11,531,671,664	+17.0%	−4	Large $79,547,900,254
7	EXCHANGE TRADED CONCEPTS, LLC	+$6,630,870,527	+69.5%	+25	Large $16,176,695,785
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	+$6,502,282,655	+27.1%	+297	Large $30,503,721,297
9	Handelsbanken Fonder AB	+$5,076,794,747	+17.6%	−8	Large $33,970,520,914
10	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	+$5,008,327,410	+10.5%	+16	Large $52,744,393,616
11	Fideuram Asset Management (Ireland) dac	+$4,408,379,124	+595.1%	+289	Mid $5,149,178,792
12	ABN AMRO INVESTMENT SOLUTIONS	+$3,940,684,945	+52.2%	+14	Large $11,487,865,320
13	TD Waterhouse Canada Inc.	+$3,940,591,917	+12.6%	+47	Large $35,269,502,906
14	ADAPT Investment Managers SA	+$3,835,472,985	+61.7%	+1	Large $10,048,034,189
15	Rathbones Group PLC	+$3,697,444,201	+16.5%	+16	Large $26,062,221,096
16	Alecta Tjanstepension Omsesidigt	+$3,635,744,801	+18.0%	+12	Large $23,780,870,717
17	MIZUHO MARKETS AMERICAS LLC	+$3,484,549,448	+94.6%	+28	Mid $7,169,699,725
18	IFM Investors Pty Ltd	+$3,149,266,473	+27.5%	−43	Large $14,594,030,280
19	Cardano Risk Management B.V.	+$3,056,892,557	+33.4%	+10	Large $12,216,023,726
20	Czech National Bank	+$2,869,560,014	+19.5%	−4	Large $17,617,729,472
21	Ninety One UK Ltd	+$2,632,474,304	+6.3%	+31	Large $44,344,455,912
22	OFI INVEST ASSET MANAGEMENT	+$2,468,630,591	+29.2%	+15	Large $10,932,929,924
23	LBP AM SA	+$2,465,750,026	+34.5%	+4	Mid $9,608,445,576
24	Ascentis Wealth Management, LLC	+$2,381,237,772	+623.5%	+54	Mid $2,763,178,107
25	CONGRESS ASSET MANAGEMENT CO	+$2,367,533,002	+17.3%	−42	Large $16,070,251,902
No filers match the current search.

Top Shrinkers

Biggest AUM loss · Mar 2026 → Jun 2026

25 filers

#	Filer	Δ AUM	% Change	Δ Positions	Latest AUM
1	B. Riley Wealth Advisors, Inc.	−$3,122,361,880	-73.8%	+3	Mid $1,109,789,096
2	PBU - The Pension Fund of Early Childhood & Youth Educators	−$2,269,868,704	-35.2%	−65	Mid $4,177,588,782
3	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	−$2,061,227,938	-97.9%	−21	Micro $44,779,174
4	CHICKASAW CAPITAL MANAGEMENT LLC	−$1,549,888,340	-59.8%	−42	Mid $1,041,146,914
5	ZEVENBERGEN CAPITAL INVESTMENTS LLC	−$1,364,738,429	-43.3%	−60	Mid $1,786,234,227
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	−$1,278,390,487	-33.2%	+20	Mid $2,569,647,963
7	Glencore plc	−$1,048,019,029	-17.7%	0	Mid $4,867,464,571
8	OLD NATIONAL BANCORP /IN/	−$867,223,097	-22.2%	+13	Mid $3,033,901,806
9	GC Wealth Management RIA, LLC	−$667,418,487	-33.3%	−27	Mid $1,334,906,612
10	RIVERBRIDGE PARTNERS LLC	−$572,111,560	-14.4%	0	Mid $3,394,626,412
11	FRANKLIN STREET ADVISORS INC /NC	−$559,172,715	-36.4%	−57	Small $977,567,055
12	AMI ASSET MANAGEMENT CORP	−$528,276,665	-34.4%	−46	Mid $1,006,501,399
13	Ninety One SA (Pty) Ltd	−$514,260,074	-22.7%	+10	Mid $1,746,714,194
14	Lindsell Train Ltd	−$503,111,732	-16.3%	+1	Mid $2,591,862,602
15	SVB WEALTH LLC	−$485,646,239	-50.6%	−138	Small $474,412,806
16	SANDERS MORRIS HARRIS LLC	−$440,690,803	-73.4%	−185	Small $160,032,521
17	Conestoga Capital Advisors, LLC	−$406,159,040	-8.2%	−4	Mid $4,560,168,297
18	Patriot Financial Group Insurance Agency, LLC	−$401,068,148	-46.5%	−137	Small $461,498,710
19	Private Advisor Group, LLC	−$383,961,145	-5.3%	−98	Mid $6,841,572,143
20	FORBES J M & CO LLP	−$380,912,738	-39.6%	−46	Small $581,567,698
21	REX Advisers, LLC	−$340,817,677	-64.4%	−9	Small $188,490,208
22	SlateStone Wealth, LLC	−$340,027,067	-38.9%	−83	Small $534,728,757
23	Premier Fund Managers Ltd	−$331,708,063	-23.2%	+8	Mid $1,101,089,358
24	MONTRUSCO BOLTON INVESTMENTS INC.	−$319,640,806	-4.7%	+8	Mid $6,456,833,093
25	DELTEC ASSET MANAGEMENT LLC	−$305,760,433	-61.0%	−142	Small $195,674,818
No filers match the current search.

Computed Jul 28, 2026 at 18:26 UTC