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MOSAIC CO NEW
MOSAIC CO NEW. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 531 Institutional holders with a total value of $8,303,465,534.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Cypress Capital Management LLC (WY) 200 0 0.00%
2 CUTLER GROUP LLC / CA 9 0 0.00%
3 MassMutual Private Wealth & Trust, FSB 0 0 0.00%
4 ASSET DEDICATION, LLC 4 0 0.00%
5 Tarbox Family Office, Inc. 18 0 0.00%
6 Carroll Financial Associates, Inc. 6 0 0.00%
7 WOODMONT INVESTMENT COUNSEL LLC 1 0 0.00%
8 VERSANT CAPITAL MANAGEMENT, INC 47 1,000 0.00%
9 WFG Advisors, LP 33 1,000 0.00%
10 Lenox Wealth Advisors, LLC 19 1,000 0.00%
11 PRENTISS SMITH & CO INC 30 1,000 0.00%
12 Community Bank, N.A. 23 1,000 0.00%
13 Cordasco Financial Network 30 1,000 0.00%
14 Gradient Investments LLC 21 1,000 0.00%
15 Estabrook Capital Management 50 1,350 0.00%
16 Oakworth Capital, Inc. 79 2,000 0.00%
17 TD Securities (USA) LLC 80 2,000 0.00%
18 HOWE & RUSLING INC 57 2,000 0.00%
19 PROFICIO CAPITAL PARTNERS LLC 90 2,000 0.00%
20 Lenox Wealth Management, Inc. 74 2,000 0.00%
21 NEXT Financial Group, Inc 103 2,000 0.00%
22 Patten Group, Inc. 100 2,700 0.00%
23 Financial Architects, Inc 100 3,000 0.00%
24 Whitnell & Co. 100 3,000 0.00%
25 Parkside Financial Bank & Trust 87 3,000 0.00%
26 Apriem Advisors 100 3,000 0.00%
27 BESSEMER GROUP INC 96 3,000 0.00%
28 Plante Moran Financial Advisors, LLC 121 3,000 0.00%
29 Hudock, Inc. 164 4,000 0.00%
30 Smithfield Trust Co 200 5,000 0.00%
31 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 171 5,000 0.00%
32 Winslow, Evans & Crocker, Inc. 200 5,400 0.00%
33 SUTTON WEALTH ADVISORS INC. 201 5,427 0.00%
34 ACADIAN ASSET MANAGEMENT LLC 220 6,000 0.00%
35 FIRST INTERSTATE BANK 230 6,000 0.00%
36 ALPHA WINDWARD LLC 260 7,000 0.00%
37 FIRST NATIONAL BANK SIOUX FALLS 280 8,000 0.00%
38 ADVANTAGE INVESTMENT MANAGEMENT, LLC 286 8,000 0.00%
39 Vident Investment Advisory, LLC 241,380 8,000 0.00%
40 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 300 8,000 0.00%
41 People's United Financial, Inc. 300 8,000 0.00%
42 Endurance Wealth Management, Inc. 300 8,000 0.00%
43 ARROW FINANCIAL CORP 300 8,000 0.00%
44 Glassman Wealth Services 285 8,000 0.00%
45 BANK OF AMERICA CORP /DE/ 300 8,000 0.00% Call
46 KANALY TRUST CO 319 9,000 0.00%
47 GUPTA WEALTH MANAGEMENT LLC 356 10,000 0.00%
48 SIGNATUREFD, LLC 405 11,000 0.00%
49 Burt Wealth Advisors 400 11,000 0.00%
50 BRUDERMAN ASSET MANAGEMENT, LLC 410 11,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.