13F QoQ Ownership Changes
IOVA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 58 new · 99 added · 106 reduced · 43 exited
New Positions(58)
Added To(99)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| STATE STREET CORP | 20,161,445 | +6,851,486 | $55.0M | +$26.2M | 51.5% |
| BANK OF AMERICA CORP /DE/ | 14,277,813 | +7,998,583 | $39.0M | +$25.4M | 127.4% |
| BlackRock, Inc. | 29,518,125 | +3,561,836 | $80.6M | +$24.3M | 13.7% |
| VANGUARD GROUP INC | 27,207,079 | +3,148,096 | $74.3M | +$22.1M | 13.1% |
| MORGAN STANLEY | 9,191,840 | +3,610,277 | $25.1M | +$13.0M | 64.7% |
| D. E. Shaw & Co., Inc. | 3,829,795 | +3,753,586 | $10.5M | +$10.3M | 4925.4% |
| Invenomic Capital Management LP | 11,959,505 | +1,417,897 | $32.6M | +$9.8M | 13.4% |
| MILLENNIUM MANAGEMENT LLC | 6,986,032 | +2,572,581 | $19.1M | +$9.5M | 58.3% |
| GOLDMAN SACHS GROUP INC | 8,607,564 | +2,032,062 | $23.5M | +$9.2M | 30.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,299,114 | +1,637,198 | $19.9M | +$7.6M | 28.9% |
| JANE STREET GROUP, LLC | 3,837,210 | +2,252,748 | $10.5M | +$7.0M | 142.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 7,991,640 | +1,123,337 | $21.8M | +$6.9M | 16.4% |
| TWO SIGMA INVESTMENTS, LP | 4,397,989 | +1,657,135 | $12.0M | +$6.1M | 60.5% |
| TWO SIGMA ADVISERS, LP | 3,015,000 | +1,956,000 | $8.2M | +$5.9M | 184.7% |
| JPMORGAN CHASE & CO | 3,001,502 | +1,777,671 | $8.2M | +$5.5M | 145.3% |
| Walleye Capital LLC | 1,017,354 | +976,977 | $2.8M | +$2.7M | 2419.6% |
| WELLS FARGO & COMPANY/MN | 1,993,337 | +475,973 | $5.4M | +$2.1M | 31.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,753,343 | +248,801 | $7.5M | +$2.1M | 9.9% |
| Rhenman & Partners Asset Management AB | 1,595,327 | +497,500 | $4.4M | +$2.0M | 45.3% |
| Mirador Capital Partners LP | 1,034,544 | +519,519 | $2.8M | +$1.7M | 100.9% |
| NORTHERN TRUST CORP | 2,579,594 | +118,521 | $7.0M | +$1.7M | 4.8% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 628,537 | +497,537 | $1.7M | +$1.4M | 379.8% |
| Voleon Capital Management LP | 630,257 | +490,288 | $1.7M | +$1.4M | 350.3% |
| Invesco Ltd. | 1,251,665 | +306,195 | $3.4M | +$1.4M | 32.4% |
| Nuveen, LLC | 1,385,988 | +134,507 | $3.8M | +$1.1M | 10.7% |
| Orion Investment Co | 1,856,934 | +5,150 | $5.1M | +$1.1M | 0.3% |
| XTX Topco Ltd | 522,934 | +312,413 | $1.4M | +$970.8K | 148.4% |
| SIMPLEX TRADING, LLC | 329,063 | +46,903 | $898.3K | +$897.7K | 16.6% |
| Rafferty Asset Management, LLC | 706,450 | +223,475 | $1.9M | +$880.6K | 46.3% |
| Bank of New York Mellon Corp | 955,467 | +148,283 | $2.6M | +$856.8K | 18.4% |
| Brevan Howard Capital Management LP | 525,519 | +253,552 | $1.4M | +$844.5K | 93.2% |
| Cresset Asset Management, LLC | 457,786 | +268,300 | $1.2M | +$838.6K | 141.6% |
| Aberdeen Group plc | 759,522 | +152,312 | $2.1M | +$755.8K | 25.1% |
| Raiffeisen Bank International AG | 452,000 | +210,000 | $1.3M | +$711.6K | 86.8% |
| ExodusPoint Capital Management, LP | 281,477 | +239,354 | $768.4K | +$677.0K | 568.2% |
| Swiss National Bank | 606,456 | +88,400 | $1.7M | +$531.4K | 17.1% |
| Susquehanna Portfolio Strategies, LLC | 914,449 | +2,350 | $2.5M | +$517.2K | 0.3% |
| PROFUND ADVISORS LLC | 260,660 | +156,253 | $711.6K | +$485.0K | 149.7% |
| DEUTSCHE BANK AG\ | 690,416 | +44,960 | $1.9M | +$484.2K | 7.0% |
| Virtus Investment Advisers, LLC | 310,641 | +118,263 | $848.0K | +$430.6K | 61.5% |
| RHUMBLINE ADVISERS | 461,284 | +67,207 | $1.3M | +$404.2K | 17.1% |
| Russell Investments Group, Ltd. | 198,043 | +131,072 | $540.7K | +$395.3K | 195.7% |
| RAYMOND JAMES FINANCIAL INC | 404,441 | +68,285 | $1.1M | +$374.7K | 20.3% |
| LPL Financial LLC | 623,072 | +11,675 | $1.7M | +$374.3K | 1.9% |
| AMERICAN CENTURY COMPANIES INC | 129,088 | +100,624 | $352.4K | +$290.6K | 353.5% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 295,997 | +45,058 | $808.1K | +$263.5K | 17.9% |
| SEI INVESTMENTS CO | 105,636 | +76,976 | $288.4K | +$226.2K | 268.6% |
| TUDOR INVESTMENT CORP ET AL | 179,494 | +57,750 | $490.0K | +$225.8K | 47.4% |
| Creative Planning | 158,653 | +59,425 | $433.1K | +$217.8K | 59.9% |
| Tower Research Capital LLC (TRC) | 91,348 | +72,357 | $249.4K | +$208.2K | 381.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 183,968 | +39,052 | $503.9K | +$187.9K | 26.9% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 119,860 | +94,989 | $233.7K | +$179.8K | 381.9% |
| MetLife Investment Management, LLC | 170,782 | +29,096 | $466.2K | +$158.8K | 20.5% |
| Legal & General Group Plc | 258,676 | +4,114 | $706.2K | +$153.8K | 1.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 231,443 | +6,228 | $637.3K | +$148.6K | 2.8% |
| INTECH INVESTMENT MANAGEMENT LLC | 136,763 | +10,948 | $373.4K | +$100.3K | 8.7% |
| Rockefeller Capital Management L.P. | 50,726 | +33,091 | $138.5K | +$100.2K | 187.6% |
| WealthTrust Axiom LLC | 65,000 | +25,000 | $177.4K | +$90.7K | 62.5% |
| AQR CAPITAL MANAGEMENT LLC | 110,591 | +9,193 | $301.9K | +$81.9K | 9.1% |
| Optiver Holding B.V. | 29,568 | +28,625 | $80.7K | +$78.7K | 3035.5% |
| Caitong International Asset Management Co., Ltd | 33,737 | +27,507 | $92.1K | +$78.6K | 441.5% |
| Intellectus Partners, LLC | 132,446 | +1,384 | $361.6K | +$77.2K | 1.1% |
| ProShare Advisors LLC | 73,733 | +16,194 | $201.3K | +$76.4K | 28.1% |
| FARALLON CAPITAL MANAGEMENT LLC | 52,000 | +26,000 | $127.4K | +$71.0K | 100.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 33,357 | +20,758 | $91.1K | +$63.7K | 164.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,914 | +15,992 | $136.3K | +$62.7K | 47.1% |
| Arizona State Retirement System | 85,490 | +6,640 | $233.4K | +$62.3K | 8.4% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 31,735 | +20,000 | $86.6K | +$61.2K | 170.4% |
| R Squared Ltd | 34,533 | +18,490 | $94.3K | +$59.5K | 115.3% |
| Voya Investment Management LLC | 53,477 | +6,300 | $146.0K | +$43.6K | 13.3% |
| B. Riley Wealth Advisors, Inc. | 48,000 | +6,000 | $131.0K | +$39.9K | 14.3% |
| China Universal Asset Management Co., Ltd. | 64,686 | +1,258 | $176.6K | +$39.0K | 2.0% |
| CAPTRUST FINANCIAL ADVISORS | 46,812 | +5,563 | $127.8K | +$38.3K | 13.5% |
| Man Group plc | 54,521 | +3,118 | $148.8K | +$37.3K | 6.1% |
| NEUBERGER BERMAN GROUP LLC | 39,072 | +5,605 | $106.7K | +$34.0K | 16.7% |
| VICTORY CAPITAL MANAGEMENT INC | 38,993 | +5,287 | $106.5K | +$33.3K | 15.7% |
| HighTower Advisors, LLC | 19,089 | +7,718 | $52.1K | +$27.4K | 67.9% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 25,950 | +5,661 | $70.8K | +$26.8K | 27.9% |
| Mirae Asset Global Investments Co., Ltd. | 19,290 | +5,301 | $52.7K | +$22.3K | 37.9% |
| SBI Securities Co., Ltd. | 11,568 | +7,269 | $31.6K | +$22.3K | 169.1% |
| XPONANCE, INC. | 24,288 | +3,950 | $66.3K | +$22.2K | 19.4% |
| Ameritas Investment Partners, Inc. | 25,414 | +3,600 | $69.4K | +$22.0K | 16.5% |
| Chicago Partners Investment Group LLC | 40,589 | +9 | $107.2K | +$18.3K | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 10,341 | +5,100 | $28.2K | +$17.2K | 97.3% |
| CHOREO, LLC | 13,069 | +2,978 | $36.2K | +$14.3K | 29.5% |
| Legato Capital Management LLC | 18,478 | +1,619 | $50.4K | +$13.9K | 9.6% |
| HRT FINANCIAL LP | 4,356,010 | +3,986,314 | $11.9K | +$11.1K | 1078.3% |
| MGO ONE SEVEN LLC | 12,458 | +1,420 | $34.0K | +$10.1K | 12.9% |
| CALTON & ASSOCIATES, INC. | 11,206 | +1,072 | $30.6K | +$8.6K | 10.6% |
| HBK Sorce Advisory LLC | 15,027 | +1,199 | $38.0K | +$7.0K | 8.7% |
| GF FUND MANAGEMENT CO. LTD. | 7,830 | +45 | $21.4K | +$4.5K | 0.6% |
| MAI Capital Management | 3,141 | +1,040 | $8.6K | +$4.0K | 49.5% |
| HUNTINGTON NATIONAL BANK | 1,146 | +1,145 | $3.1K | +$3.1K | 114500.0% |
| GSA CAPITAL PARTNERS LLP | 872,985 | +793,763 | $2.4K | +$2.2K | 1001.9% |
| SIGNATUREFD, LLC | 784 | +602 | $2.1K | +$1.7K | 330.8% |
| SG Americas Securities, LLC | 55,389 | +20,626 | $151 | +$76 | 59.3% |
| CANADA LIFE ASSURANCE Co | 40,958 | +6,933 | $112 | +$36 | 20.4% |
| AMALGAMATED BANK | 9,661 | +151 | $26 | +$5 | 1.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,196 | +976 | $9 | +$4 | 44.0% |
Reduced(106)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MHR FUND MANAGEMENT LLC | 28,967,103 | 0 | $79.1M | +$16.2M | 0.0% |
| PRINCIPAL FINANCIAL GROUP INC | 13,248 | -3,000,505 | $36.2K | -$6.5M | -99.6% |
| Royal Bank of Canada | 608,459 | -2,293,516 | $1.7M | -$4.2M | -79.0% |
| Long Focus Capital Management, LLC | 8,600,000 | -516,507 | $23.5M | +$3.7M | -5.7% |
| Palo Alto Investors LP | 7,116,676 | -501,456 | $19.4M | +$2.9M | -6.6% |
| DIMENSIONAL FUND ADVISORS LP | 1,539,110 | -1,283,648 | $4.2M | -$1.9M | -45.5% |
| CITADEL ADVISORS LLC | 4,408,891 | -641,773 | $12.0M | +$1.1M | -12.7% |
| B Group, Inc. | 1,500,000 | 0 | $4.1M | +$840.0K | 0.0% |
| RICE HALL JAMES & ASSOCIATES, LLC | 1,425,088 | -26,284 | $3.9M | +$741.0K | -1.8% |
| CITIGROUP INC | 105,540 | -304,025 | $288.1K | -$600.6K | -74.2% |
| BARCLAYS PLC | 884,340 | -52,347 | $1.5M | -$511.5K | -5.6% |
| GROUP ONE TRADING LLC | 168,677 | -261,177 | $460.5K | -$472.3K | -60.8% |
| CM Management, LLC | 400,000 | -300,000 | $1.1M | -$427.0K | -42.9% |
| QVT Financial LP | 678,564 | 0 | $1.9M | +$380.0K | 0.0% |
| Woodline Partners LP | 567,680 | 0 | $1.5M | +$317.9K | 0.0% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 469,706 | -12,075 | $1.3M | +$236.8K | -2.5% |
| Kennondale Capital Management LLC | 318,188 | 0 | $868.7K | +$178.2K | 0.0% |
| CAPITAL FUND MANAGEMENT S.A. | 181,074 | -120,004 | $494.3K | -$159.0K | -39.9% |
| TD Asset Management Inc | 53,452 | -86,426 | $145.9K | -$157.6K | -61.8% |
| ALLIANCEBERNSTEIN L.P. | 258,890 | 0 | $706.8K | +$145.0K | 0.0% |
| STIFEL FINANCIAL CORP | 329,815 | -19,780 | $900.4K | +$141.8K | -5.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 51,499 | -151 | $140.6K | +$140.5K | -0.3% |
| Parametrica Management Ltd | 195,878 | 0 | $534.7K | +$109.7K | 0.0% |
| Quinn Opportunity Partners LLC | 95,000 | -65,000 | $259.4K | -$87.8K | -40.6% |
| ENVESTNET ASSET MANAGEMENT INC | 19,209 | -43,839 | $52.4K | -$84.4K | -69.5% |
| Baird Financial Group, Inc. | 157,540 | -4,035 | $430.1K | +$79.5K | -2.5% |
| PORTLAND INVESTMENT COUNSEL INC. | 130,000 | 0 | $354.9K | +$72.8K | 0.0% |
| Hennion & Walsh Asset Management, Inc. | 410,206 | -134,147 | $1.1M | -$61.4K | -24.6% |
| UBS Group AG | 764,154 | -172,350 | $2.1M | +$53.9K | -18.4% |
| JANUS HENDERSON GROUP PLC | 91,341 | 0 | $249.8K | +$51.2K | 0.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 109,997 | -5,041 | $300.3K | +$50.7K | -4.4% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 82,250 | -50 | $224.5K | +$46.0K | -0.1% |
| BNP PARIBAS FINANCIAL MARKETS | 26,787 | -27,566 | $73.1K | -$44.8K | -50.7% |
| OSAIC HOLDINGS, INC. | 102,155 | -4,249 | $278.9K | +$42.3K | -4.0% |
| Police & Firemen's Retirement System of New Jersey | 76,002 | -720 | $207.5K | +$41.0K | -0.9% |
| NEW YORK STATE COMMON RETIREMENT FUND | 72,101 | 0 | $196.8K | +$40.4K | 0.0% |
| FIRST MANHATTAN CO. LLC. | 28,998 | -25,302 | $79.2K | -$38.7K | -46.6% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 65,451 | 0 | $178.7K | +$36.7K | 0.0% |
| KLP KAPITALFORVALTNING AS | 62,400 | 0 | $170.4K | +$34.9K | 0.0% |
| PNC Financial Services Group, Inc. | 50,848 | -208 | $138.8K | +$28.0K | -0.4% |
| Cetera Investment Advisers | 70,674 | -5,348 | $192.9K | +$28.0K | -7.0% |
| Centurion Wealth Management LLC | 52,384 | -700 | $143.0K | +$27.8K | -1.3% |
| PRUDENTIAL FINANCIAL INC | 17,665 | -17,165 | $48.2K | -$27.4K | -49.3% |
| Squarepoint Ops LLC | 25,001 | -18,757 | $68.3K | -$26.7K | -42.9% |
| Assenagon Asset Management S.A. | 46,842 | 0 | $127.9K | +$26.2K | 0.0% |
| ASSETMARK, INC | 183 | -11,026 | $500 | -$23.8K | -98.4% |
| LMR Partners LLP | 41,211 | 0 | $112.5K | +$23.1K | 0.0% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 38,962 | 0 | $106.4K | +$21.8K | 0.0% |
| Delaney Dennis R | 38,000 | 0 | $103.7K | +$21.3K | 0.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 98,605 | -25,240 | $248.5K | -$20.3K | -20.4% |
| REGIONS FINANCIAL CORP | 12,000 | -12,000 | $32.8K | -$19.3K | -50.0% |
| Carnegie Investment Counsel | 36,000 | -1,000 | $98.3K | +$18.0K | -2.7% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 45,047 | -19,739 | $123.0K | -$17.6K | -30.5% |
| CIM INVESTMENT MANAGEMENT INC | 29,423 | 0 | $80.3K | +$16.5K | 0.0% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 40,000 | 0 | $94.0K | +$16.0K | 0.0% |
| Pictet Asset Management Holding SA | 27,122 | 0 | $74.0K | +$15.2K | 0.0% |
| GRIMES & COMPANY, INC. | 29,338 | -14,007 | $80.1K | -$14.0K | -32.3% |
| Brookstone Capital Management | 22,683 | -238 | $61.9K | +$12.2K | -1.0% |
| Clearstead Advisors, LLC | 20,000 | 0 | $54.6K | +$11.2K | 0.0% |
| GRANDFIELD & DODD, LLC | 65,930 | -11,895 | $180.0K | +$11.1K | -15.3% |
| Balyasny Asset Management L.P. | 68,038 | -22,586 | $185.7K | -$10.9K | -24.9% |
| Adams Wealth Management | 19,227 | 0 | $52.9K | +$10.9K | 0.0% |
| CacheTech Inc. | 19,227 | 0 | $52.9K | +$10.9K | 0.0% |
| FMR LLC | 31,073 | -12,508 | $84.8K | -$9.7K | -28.7% |
| Farther Finance Advisors, LLC | 8,131 | -6,491 | $22.2K | -$9.5K | -44.4% |
| Sterling Capital Management LLC | 17,725 | -292 | $48.4K | +$9.3K | -1.6% |
| SHELTON WEALTH MANAGEMENT, LLC | 13,300 | 0 | $36.3K | +$7.4K | 0.0% |
| MACKENZIE FINANCIAL CORP | 16,360 | -1,127 | $45.2K | +$7.3K | -6.4% |
| XML Financial, LLC | 12,500 | 0 | $34.1K | +$7.0K | 0.0% |
| FEDERATED HERMES, INC. | 9,551 | -5,560 | $26.1K | -$6.7K | -36.8% |
| Rathbones Group PLC | 12,854 | -300 | $35.1K | +$6.5K | -2.3% |
| Steward Partners Investment Advisory, LLC | 10,497 | 0 | $28.7K | +$5.9K | 0.0% |
| INTREPID FAMILY OFFICE LLC | 30,000 | -10,000 | $81.9K | -$4.9K | -25.0% |
| COMERICA BANK | 7,230 | 0 | $19.7K | +$4.0K | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 1,278 | -1,976 | $3.5K | -$3.6K | -60.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,150 | -2,808 | $64.1K | +$3.2K | -10.0% |
| Haven Capital Group, Inc. | 59,143 | -16,361 | $161.0K | -$3.0K | -21.7% |
| Federation des caisses Desjardins du Quebec | 5,250 | 0 | $14.3K | +$2.9K | 0.0% |
| NewEdge Advisors, LLC | 4,935 | 0 | $13.5K | +$2.8K | 0.0% |
| Arax Advisory Partners | 61 | -1,221 | $167 | -$2.6K | -95.2% |
| Arcadia Wealth Management, Inc. | 11,700 | -4,050 | $31.9K | -$2.2K | -25.7% |
| HOEY INVESTMENTS, INC | 1,000 | -1,000 | $2.7K | -$1.6K | -50.0% |
| Kestra Advisory Services, LLC | 10,191 | -2,000 | $27.8K | +$1.4K | -16.4% |
| DekaBank Deutsche Girozentrale | 100,000 | 0 | $1.5K | +$1.3K | 0.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,191,828 | -866,190 | $3.3K | -$1.2K | -42.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,880 | 0 | $5.1K | +$1.1K | 0.0% |
| C WorldWide Group Holding A/S | 1,260,000 | 0 | $3.4K | +$706 | 0.0% |
| US BANCORP \DE\ | 1,147 | 0 | $3.1K | +$642 | 0.0% |
| Hurley Capital, LLC | 1,000 | 0 | $2.7K | +$560 | 0.0% |
| FIRST UNITED BANK & TRUST | 1,000 | 0 | $2.7K | +$560 | 0.0% |
| Beacon Financial Advisory LLC | 16,195 | -4,040 | $44.2K | +$302 | -20.0% |
| EverSource Wealth Advisors, LLC | 532 | -5 | $1.5K | +$288 | -0.9% |
| ROTHSCHILD INVESTMENT LLC | 346 | -4 | $945 | +$185 | -1.1% |
| AlphaQuest LLC | 315 | 0 | $860 | +$176 | 0.0% |
| North Star Investment Management Corp. | 125 | 0 | $341 | +$70 | 0.0% |
| Caitlin John, LLC | 70 | 0 | $191 | +$39 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 37,893 | -17,364 | $103 | -$17 | -31.4% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 16,764 | 0 | $46 | +$10 | 0.0% |
| PIER 88 INVESTMENT PARTNERS LLC | 10 | 0 | $27 | +$5 | 0.0% |
| Smallwood Wealth Investment Management, LLC | 9 | 0 | $24 | +$5 | 0.0% |
| Arete Wealth Advisors, LLC | 18,700 | -5,550 | $51 | -$2 | -22.9% |
| Daiwa Securities Group Inc. | 1,006 | 0 | $3 | +$1 | 0.0% |
| HAZLETT, BURT & WATSON, INC. | 100 | 0 | $0 | $0 | 0.0% |
| Covestor Ltd | 24 | 0 | $0 | $0 | 0.0% |
| CWM, LLC | 3,674 | -810 | $10 | $0 | -18.1% |
| Avion Wealth | 268 | 0 | $0 | $0 | 0.0% |