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WADDELL & REED FINL INC
WADDELL & REED FINL INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 290 Institutional holders with a total value of $2,518,956,369.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Gradient Investments LLC 10 0 0.00%
2 First City Capital Management, Inc. 22 765 0.00%
3 TCI Wealth Advisors, Inc. 29 1,000 0.00%
4 INTEGRATED WEALTH MANAGEMENT 17 1,000 0.00%
5 ZIONS BANCORPORATION 46 2,000 0.00%
6 US FINANCIAL ADVISORS, LLC 46 2,000 0.00%
7 TRUST DEPARTMENT MB FINANCIAL BANK N A 94 3,000 0.00%
8 FARMERS & MERCHANTS INVESTMENTS INC 84 3,000 0.00%
9 MARKSTON INTERNATIONAL LLC 124 4,000 0.00%
10 Plante Moran Financial Advisors, LLC 113 4,000 0.00%
11 ACADIAN ASSET MANAGEMENT LLC 144 5,000 0.00%
12 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 133 6,000 0.00%
13 Weaver C. Barksdale & Associates, Inc. 181 6,000 0.00%
14 BROWN BROTHERS HARRIMAN & CO 207 7,000 0.00%
15 Simplicity Solutions, LLC 214 7,441 0.00%
16 VIRTUS CAPITAL ADVISERS, LLC 221 8,000 0.00%
17 Cornerstone Advisors, Inc. 230 8,000 0.00%
18 Brandywine Global Investment Management, LLC 249 9,000 0.00%
19 Gemmer Asset Management LLC 269 9,000 0.00%
20 Waverly Advisors, LLC 260 9,000 0.00%
21 WEALTHFRONT CORP 302 11,000 0.00%
22 Advisory Services Network, LLC 429 15,000 0.00%
23 SEI INVESTMENTS CO 461 16,000 0.00%
24 FineMark National Bank & Trust 508 18,000 0.00%
25 THOMPSON DAVIS & CO., INC. 523 18,000 0.00%
26 HUNTINGTON NATIONAL BANK 537 19,000 0.00%
27 LOOMIS SAYLES & CO L P 723 25,000 0.00%
28 First Horizon Advisors, Inc. 831 29,000 0.00%
29 GLENMEDE TRUST CO NA 957 32,000 0.00%
30 Tower Research Capital LLC (TRC) 1,021 36,000 0.00%
31 PITTENGER & ANDERSON INC 1,356 47,000 0.00%
32 PARADIGM ASSET MANAGEMENT CO LLC 1,400 48,678 0.00%
33 Oakworth Capital, Inc. 1,894 66,000 0.00%
34 Jupiter Investment Management Ltd 2,267 78,000 0.00%
35 NEXT Financial Group, Inc 2,300 79,000 0.00%
36 BARCLAYS PLC 2,399 82,000 0.00%
37 FIRST MERCANTILE TRUST CO 2,523 88,000 0.00%
38 State of Alaska, Department of Revenue 2,690 93,000 0.00%
39 MSI Financial Services Inc 2,661 93,000 0.00%
40 LS Investment Advisors, LLC 2,716 94,000 0.00%
41 QS Investors, LLC 2,750 96,000 0.00%
42 GAM SYSTEMATIC LLP 2,751 96,000 0.00%
43 FULLER & THALER ASSET MANAGEMENT, INC. 2,900 101,000 0.00%
44 DUNCKER STREETT & CO INC 3,000 104,000 0.00%
45 Creative Planning 3,749 130,000 0.01%
46 RIVERHEAD CAPITAL MANAGEMENT LLC 3,800 132,000 0.01%
47 SYNOVUS FINANCIAL CORP 3,892 135,000 0.01%
48 People's United Financial, Inc. 3,910 136,000 0.01%
49 MONETA GROUP INVESTMENT ADVISORS LLC 3,942 137,000 0.01%
50 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,370 152,000 0.01%
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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.