Notable Holders of WADDELL & REED FINANCIAL (WDR)
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* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| BlackRock Fund Advisors | CL A | 11,337,782 | 13.30% | 13F |
| BlackRock Institutional Trust Company, N.A. | CL A | 2,594,788 | 3.04% | 13F |
| MANAGED ACCOUNT ADVISORS LLC | CL A | 680,433 | 0.80% | 13F |
| BlackRock Investment Management, LLC | CL A | 664,571 | 0.78% | 13F |
| FIRST INVESTORS MANAGEMENT CO INC | CSD | 598,000 | 0.70% | 13F |
| BMO FINANCIAL CORP | CL A | 597,951 | 0.70% | 13F |
| AHL Partners LLP | CL A | 537,794 | 0.63% | 13F |
| Marshall Wace North America, L.P. | COMMON STOCK | 251,839 | 0.30% | 13F |
| BlackRock Group LTD | CL A | 238,467 | 0.28% | 13F |
| MUNDER CAPITAL MANAGEMENT | COM | 238,205 | 0.28% | 13F |
| NORTHERN TRUST CO OF CONNECTICUT | CL A | 237,430 | 0.28% | 13F |
| Matarin Capital Management, LLC | COM | 196,143 | 0.23% | 13F |
| TEACHERS ADVISORS INC | CS | 159,637 | 0.19% | 13F |
| TIAA CREF INVESTMENT MANAGEMENT LLC | CS | 151,185 | 0.18% | 13F |
| UBS AG (CALL) | CL A | 126,000 | 0.15% | 13F |
| PUTNAM INVESTMENT MANAGEMENT LLC | 124,991 | 0.15% | 13F | |
| Balter Liquid Alternatives, LLC | CL A | 98,283 | 0.12% | 13F |
| Aperio Group, LLC | CL A | 92,218 | 0.11% | 13F |
| STERNE AGEE GROUP, INC. | CS | 63,379 | 0.07% | 13F |
| MFC GLOBAL INVESTMENT MANAGEMENT (U.S.), LLC | CL A | 61,452 | 0.07% | 13F |
| QS Investors, LLC | CL A | 60,586 | 0.07% | 13F |
| NATIONAL PENN INVESTORS TRUST CO /PA | Domestic Common | 59,525 | 0.07% | 13F |
| Cantab Capital Partners LLP | COM | 52,438 | 0.06% | 13F |
| Manulife Asset Management (North America) Ltd | CL A | 51,346 | 0.06% | 13F |
| BLUE ARROW CAPITAL MANAGEMENT LLC | CL A | 50,000 | 0.06% | 13F |
| LOMBARDIA CAPITAL PARTNERS LLC | COM | 47,991 | 0.06% | 13F |
| Winton Capital Management Ltd | CL A | 44,304 | 0.05% | 13F |
| ING INVESTMENT MANAGEMENT CO | CL A | 44,124 | 0.05% | 13F |
| BLACKROCK ADVISORS LLC | CL A | 43,965 | 0.05% | 13F |
| ANALYTIC INVESTORS INC/CA | COM | 42,049 | 0.05% | 13F |
| WESTWOOD MANAGEMENT CORP /TX | CL A | 41,050 | 0.05% | 13F |
| MENTA CAPITAL LLC | CL A | 40,671 | 0.05% | 13F |
| DAVIDSON INVESTMENT ADVISORS | COM | 40,299 | 0.05% | 13F |
| OPPENHEIMER FUNDS INC | CL A | 35,979 | 0.04% | 13F |
| Kames Capital Management Ltd | COMMON STOCK USD | 35,885 | 0.04% | 13F |
| Weather Gauge Advisory, LLC | CL A | 35,549 | 0.04% | 13F |
| PIONEER INVESTMENT MANAGEMENT INC | CL A | 33,500 | 0.04% | 13F |
| Commonwealth Equity Services, Inc | CL A | 30,901 | 0.04% | 13F |
| SOCIETE GENERALE | COM | 29,471 | 0.03% | 13F |
| Westwood Advisors, L.L.C. | CL A | 26,900 | 0.03% | 13F |
| Flinton Capital Management LLC | COM | 21,352 | 0.03% | 13F |
| SummitAlliance Capital Management, LLC | CL A | 19,502 | 0.02% | 13F |
| RUSSELL FRANK CO/ | Common Stocks | 18,418 | 0.02% | 13F |
| Tyers Asset Management LLC | COM | 17,584 | 0.02% | 13F |
| CAPSTONE ASSET MANAGEMENT CO | COM | 17,188 | 0.02% | 13F |
| DREMAN VALUE MANAGEMENT L L C | COM | 16,180 | 0.02% | 13F |
| RIVERHEAD CAPITAL MANAGEMENT LLC | COM | 15,721 | 0.02% | 13F |
| GlobalBridge, Inc. | Common | 15,662 | 0.02% | 13F |
| Xact Kapitalforvaltning AB | COM | 15,032 | 0.02% | 13F |
| DAVIDSON D A & CO | COM | 14,543 | 0.02% | 13F |
| Neuburgh Advisers LLC | COM | 13,816 | 0.02% | 13F |
| Missouri Valley Partners, Inc. | CL A | 12,330 | 0.01% | 13F |
| Emerald Acquisition Ltd. | Common Stocks | 10,358 | 0.01% | 13F |
| SPOT TRADING L.L.C. (CALL) | CL A | 10,100 | 0.01% | 13F |
| Meadow Creek Investment Management LLC | COM | 10,048 | 0.01% | 13F |
| Hexavest Inc. | CLASS A | 9,943 | 0.01% | 13F |
| Telluride Asset Management LLC | COM | 9,700 | 0.01% | 13F |
| Placemark Investments, Inc. | CL A | 9,558 | 0.01% | 13F |
