Operose Advisors LLC - Portfolio Stock Holdings

Operose Advisors LLC disclosed 528 stock positions in a recent SEC 13F filing. $511,365,517 of stock holdings were filed, with the largest holdings including VTI, SCHF, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $2,038,167,082 and has 20 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.