Vestmark Advisory Solutions, Inc.

Q1 2026 13F-HR Detailed Holdings

Location
Wakefield, MA
Holdings as of
3/31/2026
Value ($000)
$9,018,944,911
Num holdings
2,195
Date filed
5/15/2026
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
5/15/2026
 Price As-Of
3/31/2026
 Price Now
6/23/2026

Other Managers

Num Name File Number
1 NewEdge Wealth, LLC 028-21205
2 ARK Investment Management LLC 028-17768
3 NewEdge Advisors, LLC 028-16626
4 World Investment Advisors 028-19391
5 ELEVATION POINT WEALTH PARTNERS, LLC 028-18840