Filing Research | AA - ALCOA CORP Institutional Holdings

Snapshot holdings

50 / 138 loaded

#		Instrument	quantity
1	Douglas Lane & Associates, LLC	Shares	861.6KSH	$44.9M
2	COOKSON PEIRCE & CO INC	Shares	531.1KSH	$27.7M
3	Drummond Knight Asset Management Pty Ltd	Shares	385.7KSH	$20.1M
4	HENNESSY ADVISORS INC	Shares	154.0KSH	$8.0M
5	Y-Intercept (Hong Kong) Ltd	Shares	146.5KSH	$7.6M
6	Police & Firemen's Retirement System of New Jersey	Shares	119.1KSH	$6.2M
7	QSM Asset Management Ltd	Shares	87.3KSH	$4.6M
8	Louisiana State Employees Retirement System	Shares	77.2KSH	$4.0M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	76.2KSH	$4.0M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	78.6KSH	$3.4M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	63.2KSH	$3.3M
12	D.A. DAVIDSON & CO.	Shares	53.7KSH	$2.8M
13	Assenagon Asset Management S.A.	Shares	44.9KSH	$2.3M
14	Catalyst Capital Advisors LLC	Shares	44.1KSH	$2.3M
15	Prospera Financial Services Inc	Shares	38.6KSH	$2.0M
16	NWAM LLC	Shares	38.4KSH	$2.0M
17	Merit Financial Group, LLC	Shares	34.8KSH	$1.8M
18	GATEWAY INVESTMENT ADVISERS LLC	Shares	28.4KSH	$1.5M
19	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	26.3KSH	$1.4M
20	Walser Wealth Management Company, A Ltd Liability Co	Shares	25.9KSH	$1.3M
21	Fiduciary Alliance LLC	Shares	22.5KSH	$1.2M
22	HMS Capital Management, LLC	Shares	18.1KSH	$942.3K
23	SECURIAN ASSET MANAGEMENT, INC	Shares	19.5KSH	$855.9K
24	BOURGEON CAPITAL MANAGEMENT LLC	Shares	15.7KSH	$819.0K
25	DAVENPORT & Co LLC	Shares	15.1KSH	$789.0K
26	SHELTON WEALTH MANAGEMENT, LLC	Shares	14.2KSH	$739.7K
27	Farther Finance Advisors, LLC	Shares	13.8KSH	$722.4K
28	Crossmark Global Holdings, Inc.	Shares	13.7KSH	$713.9K
29	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	12.2KSH	$633.6K
30	QRG CAPITAL MANAGEMENT, INC.	Shares	11.6KSH	$604.5K
31	EXCHANGE TRADED CONCEPTS, LLC	Shares	9.7KSH	$507.8K
32	Emprise Bank	Shares	9.4KSH	$490.6K
33	YHB Investment Advisors, Inc.	Shares	9.3KSH	$483.2K
34	Baron Wealth Management LLC	Shares	9.0KSH	$471.6K
35	Sequoia Financial Advisors, LLC	Shares	9.0KSH	$467.4K
36	NorthCrest Asset Manangement, LLC	Shares	9.4KSH	$459.8K
37	Wedmont Private Capital	Shares	8.5KSH	$411.6K
38	WADDELL & ASSOCIATES, LLC	Shares	7.0KSH	$363.6K
39	Fifth Third Wealth Advisors LLC	Shares	6.9KSH	$358.3K
40	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	6.8KSH	$354.6K
41	J.W. COLE ADVISORS, INC.	Shares	6.6KSH	$344.6K
42	Envestnet Portfolio Solutions, Inc.	Shares	6.4KSH	$332.3K
43	Diversified Trust Co	Shares	6.3KSH	$329.1K
44	GAMMA Investing LLC	Shares	6.2KSH	$323.6K
45	Curated Wealth Partners LLC	Shares	80.4KSH	$300.2K
46	Capital Investment Advisory Services, LLC	Shares	5.4KSH	$279.7K
47	MISSION WEALTH MANAGEMENT, LP	Shares	5.0KSH	$260.1K
48	GREENLEAF TRUST	Shares	4.6KSH	$238.0K
49	EverSource Wealth Advisors, LLC	Shares	4.4KSH	$230.0K
50	Apollon Wealth Management, LLC	Shares	4.4KSH	$229.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 170 loaded

#		Instrument
1	HENNESSY ADVISORS INC new	Shares	+154.0K	+$8.0M	$8.0M
2	NWAM LLC added	Shares	+30.8K	+$1.5M	$2.0M
3	BOURGEON CAPITAL MANAGEMENT LLC new	Shares	+15.7K	+$819.0K	$819.0K
4	CAISSE DES DEPOTS ET CONSIGNATIONS new	Shares	+12.2K	+$633.6K	$633.6K
5	Curated Wealth Partners LLC new	Shares	+80.4K	+$300.2K	$300.2K
6	MISSION WEALTH MANAGEMENT, LP new	Shares	+5.0K	+$260.1K	$260.1K
7	Walser Wealth Management Company, A Ltd Liability Co added	Shares	+9.1K	+$234.7K	$1.3M
8	LVW Advisors, LLC new	Shares	+3.9K	+$205.0K	$205.0K
9	J.W. COLE ADVISORS, INC. added	Shares	+3.0K	+$102.7K	$344.6K
10	Friedenthal Financial new	Shares	+1.4K	+$74.0K	$74.0K
11	Blue Trust, Inc. added	Shares	+1.3K	+$62.9K	$74.8K
12	Sequoia Financial Advisors, LLC added	Shares	+2.7K	+$52.3K	$467.4K
13	SHELTON WEALTH MANAGEMENT, LLC added	Shares	+3.7K	+$41.9K	$739.7K
14	Activest Wealth Management added	Shares	+846	+$40.1K	$58.8K
15	Founders Capital Management new	Shares	+400	+$20.9K	$20.9K
16	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+6.3K	+$16.0K	$1.5M
17	FIRST HORIZON CORP added	Shares	+304	+$15.7K	$16.6K
18	Wealth Enhancement Trust Services, Inc. new	Shares	+194	+$10.1K	$10.1K
19	Sachetta, LLC added	Shares	+97	+$4.7K	$6.4K
20	Creative Capital Management Investments LLC new	Shares	+89	+$4.6K	$4.6K
21	Carolina Wealth Advisors, LLC added	Shares	+143	+$4.1K	$19.8K
22	LifeSteps Financial, Inc. new	Shares	+55	+$2.9K	$2.9K
23	Cromwell Holdings LLC added	Shares	+29	+$887	$3.8K
24	Handelsbanken Fonder AB added	Shares	+19.5K	+$483	$3.0K
25	1015 Capital Partners, LLC new	Shares	+4	+$209	$209
26	Abound Wealth Management new	Shares	+4	+$209	$209
27	Owl Creek Wealth Partners LLC added	Shares	+10	+$25	$2.3K
28	FNY Investment Advisers, LLC new	CALL	+93	+$4	$4
29	Darwin Wealth Management, LLC new	Shares	0	+$1	$1
30	JCIC Asset Management Inc. unchanged	Shares	0	$0	$29.2K
31	CX Institutional exited	Shares	-25	-$2	$0
32	TSFG, LLC trimmed	Shares	-140	-$11	$3
33	TFC Financial Management, Inc. unchanged	Shares	0	-$14	$53
34	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$71	$261
35	Lodestone Wealth Management LLC unchanged	Shares	0	-$74	$273
36	Financial Management Professionals, Inc. unchanged	Shares	0	-$99	$365
37	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$104	$521
38	PARK AVENUE SECURITIES LLC trimmed	Shares	-110	-$128	$446
39	Trust Co unchanged	Shares	0	-$142	$521
40	Fortis Group Advisors, LLC unchanged	Shares	0	-$156	$574
41	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$156	$574
42	PROFFITT & GOODSON INC unchanged	Shares	0	-$170	$626
43	Quaker Wealth Management, LLC unchanged	Shares	0	-$185	$678
44	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$284	$1.0K
45	State of Alaska, Department of Revenue trimmed	Shares	-283	-$385	$1.3K
46	Torren Management, LLC unchanged	Shares	0	-$389	$1.4K
47	DiNuzzo Private Wealth, Inc. added	Shares	+2	-$406	$2.0K
48	City State Bank unchanged	Shares	0	-$412	$1.5K
49	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$425	$1.6K
50	Kozak & Associates, Inc. unchanged	Shares	0	-$442	$814

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