SS&C Technologies Holdings, Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Erste Asset Management GmbH	$0	0	0.00%
Avion Wealth	$2	23	0.00%
Winthrop Capital Management, LLC	$4	44	0.00%
Coston, McIsaac & Partners	$4	54	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	$7	78	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	$11	180	0.00%
Smithfield Trust Co	$16	179	0.00%
GW&K Investment Management, LLC	$19	279	0.00%
Capital Advisors, Ltd. LLC	$19	212	0.00%
VALLEY NATIONAL ADVISERS INC	$21	242	0.00%
Covestor Ltd	$61	986	0.00%
SUMMIT SECURITIES GROUP LLC	$87	1	0.00%
Walleye Capital LLC	$87	1	0.00%
Optiver Holding B.V.	$87	1	0.00%
Activest Wealth Management	$87	1	0.00%
TOTH FINANCIAL ADVISORY CORP	$88	1	0.00%
TFC Financial Management, Inc.	$88	1	0.00%
Cohen & Steers, Inc.	$95	1,400	0.00%
Penserra Capital Management LLC	$101	1,159	0.00%
Harvest Fund Management Co., Ltd	$129	1,475	0.00%
VISION FINANCIAL MARKETS LLC	$138	3	0.00%
High Note Wealth, LLC	$175	2	0.00%
DHJJ Financial Advisors, Ltd.	$175	2	0.00%
Physician Wealth Advisors, Inc.	$177	2	0.00%
BESSEMER GROUP INC	$193	2,850	0.00%
WEDBUSH SECURITIES INC	$206	3,042	0.00%
VAUGHAN DAVID INVESTMENTS LLC/IL	$220	2,514	0.00%
Claret Asset Management Corp	$245	2,798	0.00%
BOSTON FAMILY OFFICE LLC	$248	2,840	0.00%
Salomon & Ludwin, LLC	$320	5	0.00%
Cambridge Investment Research Advisors, Inc.	$338	3,867	0.00%
ROSS\JOHNSON & Associates LLC	$350	4	0.00%
HANTZ FINANCIAL SERVICES, INC.	$429	6,346	0.00%
Turning Point Benefit Group, Inc.	$437	5	0.00%
Principia Wealth Advisory, LLC	$437	5	0.00%
Westside Investment Management, Inc.	$437	5	0.00%
Elevated Capital Advisors, LLC	$437	5	0.00%
Wealth Watch Advisors, INC	$437	5	0.00%
WINNOW WEALTH LLC	$440	5	0.00%
North Star Investment Management Corporation	$473	7	0.00%
Quest 10 Wealth Builders, Inc.	$481	6	0.00%
Seneschal Advisors, LLC	$525	6	0.00%
FINANCIAL CONSULATE, INC	$525	6	0.00%
Legacy Wealth Managment, LLC/ID	$612	7	0.00%
Dogwood Wealth Management LLC	$612	7	0.00%
OPTIMA CAPITAL LLC	$612	7	0.00%
GROESBECK INVESTMENT MANAGEMENT CORP /NJ	$653	7,473	0.00%
Vestcor Inc	$720	8,237	0.00%
American Capital Advisory, LLC	$787	9	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT	$787	9	0.00%