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Disclosery

SHO SUNSTONE HOTEL INVS INC NEW

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COM (common), issuer CIK 1295810

241 managers (245 13F filers) reported a position in SHO shares at 2025-12-31, 188,246,905 shares in all. 30 filers opened a position and 24 filers sold out during the quarter.

Managers
241
13F filers
245
New
30
Added
82
Reduced
96
Sold out
24
Shares held by filers
188,246,905

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.32,787,256$293M<0.01%+156,83713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC29,290,649$262M<0.01%-607,66213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP10,947,381$98.8M<0.01%-207,92813F-HRTimelineGroup
Blackstone Inc.in group Blackstone Inc.8,645,000$77.3M0.27%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,341,573$74.6M0.01%+587,77513F-HRTimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.5,369,789$48M0.14%+2,495,91413F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…5,087,696$45.5M0.01%-848,80413F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC4,877,120$43.6M<0.01%-109,65513F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC4,399,951$39.3M0.05%+270,65913F-HRTimelineGroup
CBRE INVESTMENT MANAGEMENT LISTED REAL …4,381,967$39.2M0.58%-3,51613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co4,199,889$37.5M0.01%+122,91613F-HRTimelineGroup
Woodline Partners LP4,135,575$37M0.14%-591,77913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC3,785,820$33.8M0.28%-103,82113F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management3,655,843$32.7M0.06%+679,94813F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc3,408,676$30.5M0.01%+389,21013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,010,692$26.9M0.02%-308,74613F-HRTimelineGroup
H/2 CREDIT MANAGER LP2,788,210$24.9M5.46%-200,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,632,649$23.5M<0.01%-1,283,18713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,536,997$22.7M<0.01%+43,35513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,528,167$22.6M<0.01%-186,03813F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,477,469$22.1M0.02%+687,32013F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…1,900,000$17M0.03%+865,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,834,913$16.4M<0.01%-659,80213F-HR/ATimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,797,874$16.1M0.04%-188,42113F-HRTimeline
Tributary Capital Management, LLC1,537,256$13.7M1.35%+191,40313F-HRTimeline
CENTERSQUARE INVESTMENT MANAGEMENT LLC1,517,366$13.6M0.13%+119,29013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,459,178$13M<0.01%-106,44513F-HRTimelineGroup
Davis Selected Advisers1,279,610$11.4M0.05%-32,19013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,276,114$11.4M<0.01%-96,56513F-HR/ATimelineGroup
Fisher Asset Management, LLC1,234,457$11M<0.01%-114,77413F-HRTimeline
Public Sector Pension Investment Board949,930$8.49M0.03%+208,96913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding905,068$8.09M-13,002Timeline
Nuveen, LLCin group TIAA873,930$7.81M<0.01%+194,27113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC838,398$7.5M<0.01%-173,16113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.810,117$7.24M<0.01%-85,15813F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…799,000$7.14M0.01%+395,80013F-HRTimeline
Qube Research & Technologies Ltd798,292$7.14M0.01%+388,11513F-HRTimeline
BAMCO INC /NY/in group Baron Capital686,050$6.13M0.02%new13F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC663,572$5.93M0.02%-453,24813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC655,301$5.86M0.01%+568,98213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC598,257$5.35M<0.01%+112,33213F-HR/ATimelineGroup
RHUMBLINE ADVISERS562,293$5.03M<0.01%-9,29313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…543,176$4.86M0.02%-78,32913F-HRTimeline
UBS Group AGgroup of 2 filers holding531,922$4.76M-796,408Timeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding493,885$4.42M+211,585Timeline
Long Pond Capital, LP485,237$4.34M0.51%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co471,402$4.21M0.01%+15,05813F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.439,526$3.93M0.01%+44,61613F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL418,303$3.74M0.02%+297,36013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE399,888$3.57M<0.01%-172,03913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN370,422$3.31M<0.01%+72,10813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC367,025$3.28M<0.01%+31,64713F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd358,303$3.2M0.07%+190,41313F-HRTimeline
Swiss National Bank355,749$3.18M<0.01%-9,50013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources335,776$3M<0.01%-9,94413F-HRTimelineGroup
Asset Management One Co., Ltd.304,423$2.78M0.01%-38,41213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC308,643$2.76M<0.01%+2,01113F-HRTimelineGroup
FMR LLCin group FMR LLC298,297$2.67M<0.01%+67,35913F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…270,000$2.41M0.08%-30,00013F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD268,773$2.4M0.01%-44,38213F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…264,910$2.37M<0.01%013F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…262,740$2.35M<0.01%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.261,098$2.33M<0.01%-1,70513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\242,725$2.17M<0.01%-1,08013F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…236,239$2.11M0.01%+2,49613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC232,358$2.08M<0.01%+38,82413F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD220,287$1.97M<0.01%+45,77313F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…220,020$1.97M0.02%new13F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …211,251$1.89M<0.01%-3,29013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP196,765$1.76M<0.01%-70,38313F-HRTimelineGroup
State of Alaska, Department of Revenue196,540$1.75M0.02%-1,68413F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P188,111$1.68M0.04%+60,63813F-HRTimeline
ExodusPoint Capital Management, LP175,152$1.57M0.02%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…173,022$1.55M<0.01%+35,97213F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…171,786$1.54M<0.01%-6,82713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/169,879$1.52M<0.01%+7,04313F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …166,995$1.49M<0.01%-55,06513F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…149,683$1.37M<0.01%+7,74413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC146,052$1.31M<0.01%new13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …136,415$1.22M0.03%-16,44213F-HR/ATimelineGroup
TWO SIGMA ADVISERS, LPin group TWO SIGMA INVESTMENTS, LP135,985$1.22M<0.01%-13,16213F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…122,192$1.09M<0.01%-46,69713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC116,073$1.04M<0.01%+9,37313F-HRTimelineGroup
SG Americas Securities, LLC112,247$1M<0.01%+22,17213F-HRTimeline
Illinois Municipal Retirement Fund106,422$951K0.01%+613F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…105,899$947K<0.01%-4,26013F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC104,132$931K<0.01%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …103,645$927K<0.01%+14,42913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102,090$913K<0.01%-812,55513F-HRTimelineGroup
Amundiin group Amundi102,080$913K<0.01%+2,34413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers98,640$882K<0.01%+33,98613F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC96,115$859K<0.01%+1,43413F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…95,927$858K<0.01%-17,24713F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson93,188$833K<0.01%013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding89,764$802K-2,893Timeline
CANADA PENSION PLAN INVESTMENT BOARD88,000$787K<0.01%new13F-HRTimeline
Louisiana State Employees Retirement Sy…87,000$778K0.01%-30013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …85,393$763K<0.01%-5,91013F-HRTimelineGroup
Verition Fund Management LLC82,800$740K<0.01%+2,93513F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…79,099$720K<0.01%-4,46113F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC80,035$716K0.01%+7,44113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC79,845$714K<0.01%+5513F-HRTimeline
State of Tennessee, Department of Treas…79,638$698K<0.01%-9,13113F-HRTimeline
NORGES BANK76,740$686K<0.01%new13F-HRTimeline
MQS Management LLC75,037$671K0.4%new13F-HRTimeline
Greenland Capital Management LP75,000$670K0.1%-12,00013F-HRTimeline
LPL Financial LLC71,171$636K<0.01%+20,99513F-HRTimeline
Horizon Investments, LLC68,255$610K0.01%new13F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc65,218$583K<0.01%-4913F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC64,815$579K<0.01%+6,63213F-HRTimelineGroup
DekaBank Deutsche Girozentrale49,529$559K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS56,574$506K<0.01%-5,99913F-HRTimelineGroup
AMALGAMATED BANK54,944$491K<0.01%+23713F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND53,563$479K<0.01%013F-HRTimeline
Holocene Advisors, LP52,552$470K<0.01%-102,63813F-HRTimeline
TWINBEECH CAPITAL LP51,663$462K0.03%+32,16513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA51,091$457K0.01%+9,04613F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM50,472$451K<0.01%-5,43113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…49,799$445K<0.01%-32,64813F-HRTimelineGroup
Police & Firemen's Retirement System of…49,440$442K<0.01%-3,92113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO49,386$442K<0.01%+44913F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP48,619$435K<0.01%+2,27313F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…48,567$435K<0.01%-8,41013F-HRTimeline
Metis Global Partners, LLC44,844$401K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,563$398K<0.01%+5,56713F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND43,485$389K<0.01%+70013F-HRTimeline
Heitman Real Estate Securities LLCin group Heitman Real Estate Securitie…40,815$365K0.03%013F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…39,745$355K<0.01%013F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS39,741$355K<0.01%-3,52013F-HRTimeline
Entropy Technologies, LP39,224$351K0.02%new13F-HRTimeline
KLP KAPITALFORVALTNING AS38,400$346K<0.01%-4,00013F-HRTimeline
UniSuper Management Pty Ltd38,300$342K<0.01%-16,50013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP36,043$322K<0.01%new13F-HRTimelineGroup
ProShare Advisors LLC35,450$317K<0.01%-43313F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC33,788$302K<0.01%-76113F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC33,251$299K<0.01%-6,08113F-HRTimeline
STRS OHIO32,100$287K<0.01%-2,50013F-HRTimeline
GSA CAPITAL PARTNERS LLP31,617$283K0.02%-30,14313F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN31,175$279K<0.01%+1,04713F-HRTimeline
Quantinno Capital Management LP29,312$262K<0.01%+2,53713F-HRTimeline
IFM Investors Pty Ltd29,342$262K<0.01%-1,55613F-HRTimeline
PharVision Advisers, LLC28,730$257K0.13%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp27,800$249K<0.01%new13F-HR/ATimelineGroup
Maryland State Retirement & Pension Sys…27,671$247K0.01%+36113F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…27,420$245K<0.01%013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…27,279$244K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC26,365$239K<0.01%-9,04213F-HRTimeline
Vestcor Inc26,603$238K0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd26,284$235K0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC25,172$225K<0.01%+4,32113F-HRTimeline
Mariner, LLCin group Mariner, LLC23,932$214K<0.01%-4,91313F-HRTimelineGroup
PROFUND ADVISORS LLC23,075$206K0.01%new13F-HRTimeline
GeoWealth Management, LLC21,795$195K0.01%new13F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…21,705$194K<0.01%+42513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,555$193K<0.01%-38,97313F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC21,522$192K<0.01%-10,96113F-HRTimelineGroup
Heritage Family Offices, LLP21,473$192K0.09%+1,93813F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …20,277$181K<0.01%+64413F-HRTimelineGroup
Alpine Global Management, LLC19,736$176K0.04%new13F-HR/ATimeline
CIBC Asset Management Inc19,230$172K<0.01%new13F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…17,751$159K0.04%new13F-HRTimelineGroup
Creative Planningin group Creative Planning17,548$157K<0.01%-2,33413F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.16,000$143K<0.01%-14,00013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…14,775$132K<0.01%-1,14313F-HRTimelineGroup
Ensign Peak Advisors, Inc14,618$131K<0.01%-43,05013F-HR/ATimeline
AlphaQuest LLC14,563$130K0.01%-42,19613F-HRTimeline
Federation des caisses Desjardins du Qu…14,536$130K<0.01%+2,59113F-HRTimeline
XPONANCE LLC14,400$129K<0.01%-60013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,202$127K<0.01%-2,88613F-HRTimelineGroup
Crossmark Global Holdings, Inc.13,716$123K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,495$121K<0.01%-38213F-HRTimelineGroup
MACKENZIE FINANCIAL CORP13,110$119K<0.01%-6013F-HRTimeline
Ethic Inc.13,230$118K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,064$117K<0.01%+1,05213F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC12,940$116K0.01%013F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding12,087$108KnewTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,997$107K<0.01%+1,91913F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC11,953$107K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC11,925$107K<0.01%+42313F-HRTimeline
DRW Securities, LLC11,608$104K0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA10,332$92.4K<0.01%13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,217$91.3K<0.01%-2,30313F-HRTimeline
CWM, LLCin group CWM, LLC9,817$88K<0.01%+4413F-HRTimelineGroup
Sterling Capital Management LLC9,829$87.9K<0.01%-2,45313F-HRTimeline
FIL Ltdin group FIL Ltd9,010$80.5K<0.01%+3,28013F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,700$77.8K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7,140$63.8K0.03%-5,00013F-HRTimeline
GAMMA Investing LLC6,206$55.5K<0.01%-41813F-HRTimeline
KBC Group NVin group KBC Group NV5,844$52K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC5,348$48.7K<0.01%+10713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,362$48K<0.01%+47813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
1620 INVESTMENT ADVISORS, INC.4,097$36.6K0.02%-86013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,113$27.8K<0.01%new13F-HRTimeline
GF FUND MANAGEMENT CO. LTD.2,990$26.7K<0.01%-19113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,960$26.5K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,610$23.3K<0.01%013F-HRTimelineGroup
Quarry LP2,395$21.4K<0.01%new13F-HRTimeline
UMB Bank, n.a.2,318$20.7K<0.01%+62613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,009$18K<0.01%+4413F-HRTimelineGroup
Versant Capital Management, Inc1,992$17.8K<0.01%-78613F-HRTimeline