Filing Research | ACCO - ACCO BRANDS CORP Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	464.1KSH	$1.9M
2	Robeco Institutional Asset Management B.V.	Shares	418.7KSH	$1.7M
3	Abacus Wealth Partners, LLC	Shares	77.9KSH	$324.0K
4	EASTERLY INVESTMENT PARTNERS LLC	Shares	70.4KSH	$292.9K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	45.0KSH	$174.6K
6	Police & Firemen's Retirement System of New Jersey	Shares	30.2KSH	$125.7K
7	Wealth Architects, LLC	Shares	29.6KSH	$123.1K
8	Investors Research Corp	Shares	25.6KSH	$106.6K
9	Sequoia Financial Advisors, LLC	Shares	21.3KSH	$88.7K
10	Merit Financial Group, LLC	Shares	14.4KSH	$59.9K
11	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	11.9KSH	$49.7K
12	SIGNATUREFD, LLC	Shares	10.6KSH	$44.2K
13	Triumph Capital Management	Shares	2.7KSH	$11.1K
14	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$5.9K
15	SBI Securities Co., Ltd.	Shares	1.4KSH	$5.8K
16	IFP Advisors, Inc	Shares	723SH	$3.0K
17	Oakworth Capital, Inc.	Shares	403SH	$1.8K
18	Farther Finance Advisors, LLC	Shares	349SH	$1.5K
19	SJS Investment Consulting Inc.	Shares	221SH	$920
20	True Wealth Design, LLC	Shares	215SH	$895
21	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	188SH	$782
22	LGT Financial Advisors LLC	Shares	125SH	$520
23	Physician Wealth Advisors, Inc.	Shares	113SH	$469
24	TRUST CO OF TOLEDO NA /OH/	Shares	84SH	$349
25	GAMMA Investing LLC	Shares	70SH	$291
26	Fortitude Family Office, LLC	Shares	69SH	$287
27	EASTERN BANK	Shares	65SH	$270
28	Atlantic Edge Private Wealth Management, LLC	Shares	43SH	$179
29	Fruth Investment Management	Shares	13.5KSH	$56
30	State of Alaska, Department of Revenue	Shares	10.6KSH	$44

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

35 / 35 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+270.9K	+$1.4M	$1.9M
2	Abacus Wealth Partners, LLC added	Shares	+66.6K	+$290.2K	$324.0K
3	Robeco Institutional Asset Management B.V. trimmed	Shares	-115.3K	+$139.7K	$1.7M
4	Wealth Architects, LLC new	Shares	+29.6K	+$123.1K	$123.1K
5	EASTERLY INVESTMENT PARTNERS LLC unchanged	Shares	0	+$81.7K	$292.9K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+11.3K	+$68.8K	$125.7K
7	Sequoia Financial Advisors, LLC added	Shares	+8.9K	+$51.4K	$88.7K
8	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+11.9K	+$49.7K	$49.7K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-792	+$42.7K	$174.6K
10	SIGNATUREFD, LLC added	Shares	+6.4K	+$31.5K	$44.2K
11	Investors Research Corp unchanged	Shares	0	+$29.7K	$106.6K
12	Merit Financial Group, LLC added	Shares	+1.3K	+$20.6K	$59.9K
13	SBI Securities Co., Ltd. added	Shares	+1.0K	+$4.8K	$5.8K
14	Triumph Capital Management added	Shares	+200	+$3.7K	$11.1K
15	SJS Investment Consulting Inc. added	Shares	+199	+$854	$920
16	Oakworth Capital, Inc. unchanged	Shares	0	+$544	$1.8K
17	TRUST CO OF TOLEDO NA /OH/ new	Shares	+84	+$349	$349
18	Fortitude Family Office, LLC new	Shares	+69	+$287	$287
19	LGT Financial Advisors LLC unchanged	Shares	0	+$145	$520
20	Physician Wealth Advisors, Inc. added	Shares	+1	+$131	$469
21	EASTERN BANK unchanged	Shares	0	+$75	$270
22	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$50	$179
23	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$30	$782
24	Fruth Investment Management unchanged	Shares	0	+$16	$56
25	State of Alaska, Department of Revenue unchanged	Shares	0	+$13	$44
26	Calder Financial LLC exited	Shares	-32.0K	$0	$0
27	HM PAYSON & CO exited	Shares	-23	-$69	$0
28	Hilltop National Bank exited	Shares	-112	-$336	$0
29	Sound Income Strategies, LLC exited	Shares	-174	-$510	$0
30	EverSource Wealth Advisors, LLC trimmed	Shares	-778	-$687	$5.9K
31	True Wealth Design, LLC trimmed	Shares	-362	-$836	$895
32	IFP Advisors, Inc trimmed	Shares	-609	-$988	$3.0K
33	Farther Finance Advisors, LLC trimmed	Shares	-502	-$1.0K	$1.5K
34	GAMMA Investing LLC trimmed	Shares	-629	-$1.8K	$291
35	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-5.0K	-$15.0K	$0