SHG · Shinhan Financial Group Co Ltd

$79.15 +1.18 (+1.51%) At close · Aug 28

Market Cap

$37.25B

470.86M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 302

Total Value: $1,575,727,993

Total Shares: 24,922,698

Showing 1–100 of 304 holdings by value · page 1 of 4

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 302 13F filers · Δ vs Mar 31, 2026

Top Holder

13.8%

+2.9 pts

Top 5

44.0%

+2.6 pts

Top 10

61.9%

+0.6 pts

HHI

521

Broadly held+47

Quarterly Activity

vs Mar 31, 2026

New

Increased

161

Decreased

Sold Out

Unchanged

Holder count: +15

Institutional value: +14.0%

Shares held: +10.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+983,371	3,433,734
Mega MORGAN STANLEY	+321,484	2,196,702
Large Quantinno Capital Management LP	+202,137	375,387
Large Creative Planning	+169,627	471,068
Mega BANK OF AMERICA CORP /DE/	+163,472	681,122

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid CAUSEWAY CAPITAL MANAGEMENT LLC	−246,982	6,594
Mega TWO SIGMA INVESTMENTS, LP	−156,910	80,016
Mega NORTHERN TRUST CORP	−120,137	1,234,297
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−73,353	416,805
Mega Qube Research & Technologies Ltd	−56,543	147,338

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Nykredit A/S	84,207	$5,326,092
Small Arbiter Partners Capital Management LLC	67,169	$4,248,439
Small BAROMETER CAPITAL MANAGEMENT INC.	28,200	$1,783,650
Mega BARCLAYS PLC	25,325	$1,601,806
Mega Nuveen, LLC	23,889	$1,510,979

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega JANE STREET GROUP, LLC	73,066	$4,480,407
Mid AMG National Trust Bank	52,374	$3,211,573
Mid YOUSIF CAPITAL MANAGEMENT, LLC	39,451	$2,419,135
Small DGS Capital Management, LLC	32,293	$1,980,206
Large Calamos Advisors LLC	28,268	$1,733,393

Filter: New 46 Increased 161 Reduced 60 Sold out 31 Unchanged 35

Showing 100 of 304

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$217,183,671

13.78%

3,433,734

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	1,186	$75,014	0.0%	Sole
BLACKROCK (SINGAPORE) LTD.	2,178	$137,758	0.1%	Sole
BlackRock Investment Management, LLC	1,513	$95,697	0.0%	Sole
BLACKROCK ADVISORS LLC	1,501	$94,938	0.0%	Sole
BlackRock Fund Advisors	35,491	$2,244,805	1.0%	Sole
BlackRock Institutional Trust Company, N.A.	14,666	$927,624	0.4%	Sole
BlackRock Investment Management (UK) Ltd.	6,776	$428,582	0.2%	Sole
BlackRock (Netherlands) B.V.	10,478	$662,733	0.3%	Sole
BlackRock Asset Management Ireland Ltd	5,705	$360,841	0.2%	Sole
Aperio Group, LLC	3,353,993	$212,140,057	97.7%	Sole
SpiderRock Advisors, LLC	247	$15,622	0.0%	Sole

MORGAN STANLEY

$138,941,398

8.82%

2,196,702

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	8,956	$566,467	0.4%	Defined
MORGAN STANLEY & CO. LLC	1,206	$76,279	0.1%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	307,093	$19,423,632	14.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	12,939	$818,391	0.6%	Defined
Morgan Stanley Bank, N.A.	5,547	$350,847	0.3%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1,858,266	$117,535,324	84.6%	Defined
EATON VANCE MANAGEMENT	127	$8,032	0.0%	Defined
Calvert Research & Management	2,568	$162,426	0.1%	Defined

London & Capital Asset Management Ltd

$124,348,235

7.89%

1,965,980

LAZARD ASSET MANAGEMENT LLC

$106,930,196

6.79%

1,690,596

AMERICAN CENTURY COMPANIES INC

$106,456,644

6.76%

1,683,109

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	1,683,109	$106,456,644	100.0%	Defined

DIMENSIONAL FUND ADVISORS LP

$87,807,444

5.57%

1,388,260

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DFA Australia Ltd.	6,507	$411,567	0.5%	Defined
Dimensional Ireland Ltd	57,732	$3,651,549	4.2%	Defined
Held directly	1,324,021	$83,744,328	95.4%	Sole

NORTHERN TRUST CORP

$78,069,283

4.95%

1,234,297

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	1,234,297	$78,069,283	100.0%	Defined

BANK OF AMERICA CORP /DE/

$43,080,965

2.73%

681,122

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	59,831	$3,784,310	8.8%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	10,451	$661,025	1.5%	Defined
MERRILL LYNCH INTERNATIONAL	120,000	$7,590,000	17.6%	Defined
MANAGED ACCOUNT ADVISORS LLC joint	490,840	$31,045,630	72.1%	Defined

PZENA INVESTMENT MANAGEMENT LLC

$42,344,230

2.69%

669,474

Creative Planning

$29,795,050

1.89%

471,068

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	8,595	$543,633	1.8%	Defined
Held directly	462,473	$29,251,417	98.2%	Sole

GOLDMAN SACHS GROUP INC

$28,233,471

1.79%

446,379

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	190,293	$12,036,032	42.6%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	256,086	$16,197,439	57.4%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$26,362,916

1.67%

416,805

Quantinno Capital Management LP

$23,743,227

1.51%

375,387

Capital Wealth Planning, LLC

$21,179,578

1.34%

334,855

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amplify Investments, LLC	334,855	$21,179,578	100.0%	Other

VANGUARD CAPITAL MANAGEMENT LLC

$19,359,686

1.23%

306,082

Connor, Clark & Lunn Investment Management Ltd.

$17,987,224

1.14%

284,383

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	280,897	$17,766,735	98.8%	Sole
Held directly	3,486	$220,489	1.2%	Sole

JPMORGAN CHASE & CO

$17,614,299

1.12%

278,487

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	377	$23,844	0.1%	Other
JPMorgan Chase Bank, N.A.	884	$55,913	0.3%	Defined
J.P. Morgan Investment Management Inc.	5,781	$365,648	2.1%	Defined
J.P. Morgan Securities LLC	215,735	$13,645,238	77.5%	Defined
J.P. Morgan Securities plc	1	$63	0.0%	Defined
JPMorgan Asset Management (Asia Pacific) Ltd	44,486	$2,813,739	16.0%	Defined
55I, LLC	126	$7,969	0.0%	Other
J.P. Morgan SE	11,097	$701,885	4.0%	Defined

Ramirez Asset Management, Inc.

$17,566,549

1.11%

277,732

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$13,738,785

0.87%

217,214

WELLINGTON MANAGEMENT GROUP LLP

$13,603,809

0.86%

215,080

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	96,649	$6,113,049	44.9%	Defined
Wellington Trust Company, NA joint	118,431	$7,490,760	55.1%	Defined

ENVESTNET ASSET MANAGEMENT INC

$13,101,288

0.83%

207,135

MILLENNIUM MANAGEMENT LLC

$12,958,470

0.82%

204,877

Promethos Capital, LLC

$12,700,979

0.81%

200,806

ACADIAN ASSET MANAGEMENT LLC

$12,197,699

0.77%

192,849

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	192,849	$12,197,699	100.0%	Defined

Vanguard Personalized Indexing Management, LLC

$9,921,711

0.63%

156,865

FMR LLC

$9,382,440

0.60%

148,339

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	89,814	$5,680,735	60.5%	Defined
STRATEGIC ADVISERS LLC	58,230	$3,683,047	39.3%	Defined
FIAM LLC	13	$822	0.0%	Defined
Fidelity Diversifying Solutions LLC	282	$17,836	0.2%	Defined

Qube Research & Technologies Ltd

$9,319,128

0.59%

147,338

Capital World Investors

$8,462,850

0.54%

133,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	133,800	$8,462,850	100.0%	Defined

WELLS FARGO & COMPANY/MN

$8,345,141

0.53%

131,939

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	37,521	$2,373,203	28.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	94,357	$5,968,080	71.5%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	61	$3,858	0.0%	Defined

VOLORIDGE INVESTMENT MANAGEMENT, LLC

$7,938,444

0.50%

125,509

Sanders Capital, LLC

$7,585,952

0.48%

119,936

SEI INVESTMENTS CO

$7,246,741

0.46%

114,573

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	92,110	$5,825,957	80.4%	Sole
SEI TRUST CO	22,463	$1,420,784	19.6%	Sole

MARSHALL WACE, LLP

$7,117,900

0.45%

112,536

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	104,834	$6,630,749	93.2%	Other
MARSHALL WACE ASIA Ltd	7,702	$487,151	6.8%	Other

BNP PARIBAS ARBITRAGE, SA

$6,935,552

0.44%

109,653

NewEdge Wealth, LLC

$6,930,618

0.44%

109,575

Clearbridge Investments, LLC

$6,800,956

0.43%

107,525

Laird Norton Wetherby Trust Company, LLC

$5,770,360

0.37%

91,231

Virtus Family Office LLC

$5,561,003

0.35%

87,921

Vident Advisory, LLC

$5,513,944

0.35%

87,177

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blue Trust, Inc.	86,939	$5,498,891	99.7%	Defined
Held directly	238	$15,053	0.3%	Sole

RITHOLTZ WEALTH MANAGEMENT

$5,469,670

0.35%

86,477

Voleon Capital Management LP

$5,425,142

0.34%

85,773

QUADRANT CAPITAL GROUP LLC

$5,361,133

0.34%

84,761

Nykredit A/S

$5,326,092

0.34%

84,207

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nykredit Bank A/S	84,207	$5,326,092	100.0%	Defined

US BANCORP \DE\

$5,281,628

0.34%

83,504

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	83,452	$5,278,339	99.9%	Defined
U.S. BANCORP ADVISORS, LLC	52	$3,289	0.1%	Defined

NEUBERGER BERMAN GROUP LLC

$5,132,357

0.33%

81,144

UBS Group AG

$5,114,330

0.32%

80,859

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	58,670	$3,710,877	72.6%	Defined
UBS AG	20,449	$1,293,399	25.3%	Defined
UBS Bank (Canada)	367	$23,212	0.5%	Defined
UBS Securities LLC	1,373	$86,842	1.7%	Defined

TWO SIGMA INVESTMENTS, LP

$5,061,012

0.32%

80,016

CITIGROUP INC

$4,906,238

0.31%

77,569

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	2,887	$182,602	3.7%	Defined
Citigroup Financial Products Inc. joint	74,682	$4,723,636	96.3%	Defined

Arbiter Partners Capital Management LLC

$4,248,439

0.27%

67,169

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Broken Clock Management LLC joint	67,169	$4,248,439	100.0%	Defined

IEQ CAPITAL, LLC

$3,852,367

0.24%

60,907

XTX Topco Ltd

$3,763,248

0.24%

59,498

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	59,498	$3,763,248	100.0%	Defined

Orion Porfolio Solutions, LLC

$3,723,590

0.24%

58,871

RHUMBLINE ADVISERS

$3,706,323

0.24%

58,598

Cerity Partners LLC

$3,659,012

0.23%

57,850

B. Metzler seel. Sohn & Co. AG

$3,583,998

0.23%

56,664

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Metzler Asset Management GmbH	56,664	$3,583,998	100.0%	Defined

BRANDES INVESTMENT PARTNERS, LP

$3,434,411

0.22%

54,299

NATIXIS ADVISORS, LLC

$3,431,565

0.22%

54,254

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	54,254	$3,431,565	100.0%	Defined

ROYAL BANK OF CANADA

$3,335,994

0.21%

52,743

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	51,592	$3,263,194	97.8%	Defined
RBC Dominion Securities Inc.	60	$3,795	0.1%	Defined
RBC Trust Co (Delaware) Ltd	423	$26,754	0.8%	Defined
RBC Rochdale, LLC	668	$42,251	1.3%	Defined

FIRST TRUST ADVISORS LP

$3,277,045

0.21%

51,811

D. E. Shaw & Co., Inc.

$3,242,195

0.21%

51,260

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	51,260	$3,242,195	100.0%	Defined

LPL Financial LLC

$3,131,697

0.20%

49,513

GABELLI FUNDS LLC

$3,072,432

0.19%

48,576

Ethic Inc.

$2,995,583

0.19%

47,361

Frank, Rimerman Advisors LLC

$2,912,093

0.18%

46,041

Grantham, Mayo, Van Otterloo & Co. LLC

$2,863,074

0.18%

45,266

Mariner, LLC

$2,856,243

0.18%

45,158

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	3,525	$222,956	7.8%	Other
Held directly	41,633	$2,633,287	92.2%	Sole

Sequoia Financial Advisors, LLC

$2,818,420

0.18%

44,560

Ballentine Partners, LLC

$2,701,534

0.17%

42,712

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	42,396	$2,681,547	99.3%	Other
BANK OF AMERICA CORP /DE/	312	$19,734	0.7%	Other
Held directly	4	$253	0.0%	Sole

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

$2,695,082

0.17%

42,610

Corient Private Wealth LLC

$2,437,464

0.15%

38,537

Crossmark Global Holdings, Inc.

$2,401,982

0.15%

37,976

Pathstone Holdings, LLC

$2,373,329

0.15%

37,523

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	34,806	$2,201,479	92.8%	Defined
Held directly	2,717	$171,850	7.2%	Sole

Vise Technologies, Inc.

$2,347,713

0.15%

37,118

Russell Investments Group, Ltd.

$2,347,458

0.15%

37,114

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	15,264	$965,447	41.1%	Defined
Russell Investments Japan Co., LTD.	9,414	$595,435	25.4%	Defined
Russell Investments Limited joint	12,436	$786,576	33.5%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$2,313,557

0.15%

36,578

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	35,338	$2,235,128	96.6%	Defined
PNC Delaware Trust Company	581	$36,748	1.6%	Defined
PNC Wealth Management LLC	659	$41,681	1.8%	Defined

SCHRODER INVESTMENT MANAGEMENT GROUP

$2,270,548

0.14%

35,898

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Schroder Investment Management Limited	19,225	$1,215,981	53.6%	Sole
Schroder Investment Management North America Limited	16,673	$1,054,567	46.4%	Sole

SIGNATUREFD, LLC

$2,215,015

0.14%

35,020

DEUTSCHE BANK AG\

$2,193,320

0.14%

34,677

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	34,677	$2,193,320	100.0%	Defined

Vestmark Advisory Solutions, Inc.

$2,000,407

0.13%

31,627

OVERSEA-CHINESE BANKING Corp Ltd

$1,933,679

0.12%

30,572

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bank of Singapore Limited	30,572	$1,933,679	100.0%	Defined

EFG International AG

$1,826,216

0.12%

28,873

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EFG Bank AG	28,311	$1,790,670	98.1%	Defined
EFG Private Wealth Management (Americas) Corp.	197	$12,460	0.7%	Defined
EFG Bank (Luxembourg) S.A.	365	$23,086	1.3%	Defined

BAROMETER CAPITAL MANAGEMENT INC.

$1,783,650

0.11%

28,200

AQR CAPITAL MANAGEMENT LLC

$1,702,500

0.11%

26,917

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Arax Advisory Partners	241	$15,243	0.9%	Other
Held directly	26,676	$1,687,257	99.1%	Defined

PCM Encore, LLC

$1,684,474

0.11%

26,632

Bleakley Financial Group, LLC

$1,682,956

0.11%

26,608

QRG CAPITAL MANAGEMENT, INC.

$1,619,263

0.10%

25,601

BARCLAYS PLC

$1,601,806

0.10%

25,325

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	11,225	$709,981	44.3%	Defined
BARCLAYS CAPITAL SECURITIES LTD	14,100	$891,825	55.7%	Defined

Capital Research Global Investors

$1,571,572

0.10%

24,847

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	24,847	$1,571,572	100.0%	Defined

Nuveen, LLC

$1,510,979

0.10%

23,889

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	23,889	$1,510,979	100.0%	Defined

Graham Capital Management, L.P.

$1,445,578

0.09%

22,855

Callan Family Office, LLC

$1,429,766

0.09%

22,605

Aberdeen Group plc

$1,394,915

0.09%

22,054

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
abrdn Investments Ltd	22,054	$1,394,915	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$1,355,004

0.09%

21,423

HRT FINANCIAL LP

$1,317,687

0.08%

20,833

HighTower Advisors, LLC

$1,288,086

0.08%

20,365

Invesco Ltd.

$1,271,514

0.08%

20,103

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	3,798	$240,223	18.9%	Defined
Invesco Investment Advisers LLC	16,305	$1,031,291	81.1%	Defined

Parallel Advisors, LLC

$1,240,395

0.08%

19,611

PDS Planning, Inc

$1,232,995

0.08%

19,494

STATE STREET CORP

$1,231,034

0.08%

19,463

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	19,463	$1,231,034	100.0%	Defined

BANK OF MONTREAL /CAN/

$1,224,582

0.08%

19,361

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	757	$47,880	3.9%	Defined
BMO Family Office, LLC	18,551	$1,173,350	95.8%	Defined
BMO NESBITT BURNS INC.	53	$3,352	0.3%	Defined

Key facts CIK 1263043 CUSIP 824596100 13F (30d) 218 filings 216 filers Visit website Investor relations