Filing Research | ACHC - ACADIA HEALTHCARE CO INC Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	1.8MSH	$53.4M
2	CONGRESS ASSET MANAGEMENT CO	Shares	238.0KSH	$7.0M
3	Friedenthal Financial	Shares	41.8KSH	$1.2M
4	Louisiana State Employees Retirement System	Shares	40.3KSH	$1.2M
5	Fortis Group Advisors, LLC	Shares	32.5KSH	$960.2K
6	Police & Firemen's Retirement System of New Jersey	Shares	27.5KSH	$810.8K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	25.2KSH	$743.0K
8	MOODY NATIONAL BANK TRUST DIVISION	Shares	25.1KSH	$740.1K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	21.8KSH	$644.0K
10	Y-Intercept (Hong Kong) Ltd	Shares	12.3KSH	$363.8K
11	Sequoia Financial Advisors, LLC	Shares	11.5KSH	$340.9K
12	Valeo Financial Advisors, LLC	Shares	8.8KSH	$261.0K
13	IFP Advisors, Inc	Shares	8.8KSH	$260.8K
14	SIGNATUREFD, LLC	Shares	7.9KSH	$233.2K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.1KSH	$222.5K
16	Curated Wealth Partners LLC	Shares	165.0KSH	$190.0K
17	GAMMA Investing LLC	Shares	4.7KSH	$139.9K
18	Farther Finance Advisors, LLC	Shares	1.0KSH	$30.2K
19	Owl Creek Wealth Partners LLC	Shares	855SH	$25.2K
20	ELEVATION WEALTH PARTNERS, LLC	Shares	362SH	$10.7K
21	Cedar Mountain Advisors, LLC	Shares	310SH	$9.2K
22	EverSource Wealth Advisors, LLC	Shares	224SH	$6.6K
23	SALEM INVESTMENT COUNSELORS INC	Shares	212SH	$6.3K
24	MassMutual Private Wealth & Trust, FSB	Shares	205SH	$6.1K
25	Sachetta, LLC	Shares	163SH	$4.8K
26	SBI Securities Co., Ltd.	Shares	146SH	$4.3K
27	Physician Wealth Advisors, Inc.	Shares	119SH	$3.5K
28	SJS Investment Consulting Inc.	Shares	116SH	$3.4K
29	Versant Capital Management, Inc	Shares	95SH	$2.8K
30	Blue Trust, Inc.	Shares	91SH	$2.7K
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	75.1KSH	$2.2K
32	Valued Wealth Advisors LLC	Shares	61SH	$1.8K
33	FARMERS & MERCHANTS INVESTMENTS INC	Shares	39SH	$1.2K
34	Fortitude Family Office, LLC	Shares	37SH	$1.1K
35	State of Alaska, Department of Revenue	Shares	34.7KSH	$1.0K
36	Handelsbanken Fonder AB	Shares	28.4KSH	$838
37	AMALGAMATED BANK	Shares	24.7KSH	$730
38	WEST PACES ADVISORS INC.	Shares	24SH	$709
39	FINANCIAL CONSULATE, INC	Shares	20SH	$591
40	Cromwell Holdings LLC	Shares	16SH	$472
41	JFS WEALTH ADVISORS, LLC	Shares	15SH	$443
42	GILPIN WEALTH MANAGEMENT, LLC	Shares	14SH	$414
43	Activest Wealth Management	Shares	13SH	$384
44	True Wealth Design, LLC	Shares	10SH	$296
45	Davis Capital Management	Shares	5SH	$148
46	Abound Wealth Management	Shares	4SH	$119
47	Hughes Financial Services, LLC	Shares	1SH	$30
48	Roble, Belko & Company, Inc	Shares	40SH	$1
49	Capital Advisors, Ltd. LLC	Shares	8SH	$0

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

50 / 52 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed	Shares	-31.4K	+$10.4M	$53.4M
2	CONGRESS ASSET MANAGEMENT CO added	Shares	+1.9K	+$1.5M	$7.0M
3	Friedenthal Financial new	Shares	+41.8K	+$1.2M	$1.2M
4	MOODY NATIONAL BANK TRUST DIVISION new	Shares	+25.1K	+$740.1K	$740.1K
5	Y-Intercept (Hong Kong) Ltd new	Shares	+12.3K	+$363.8K	$363.8K
6	Louisiana State Employees Retirement System trimmed	Shares	-600	+$233.4K	$1.2M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+7.1K	+$222.5K	$222.5K
8	Curated Wealth Partners LLC new	Shares	+165.0K	+$190.0K	$190.0K
9	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+176	+$158.6K	$743.0K
10	Fortis Group Advisors, LLC added	Shares	+313	+$126.3K	$960.2K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.0K	+$110.4K	$644.0K
12	IFP Advisors, Inc unchanged	Shares	0	+$54.2K	$260.8K
13	Valeo Financial Advisors, LLC trimmed	Shares	-1.0K	+$30.7K	$261.0K
14	GAMMA Investing LLC added	Shares	+5	+$29.2K	$139.9K
15	SIGNATUREFD, LLC trimmed	Shares	-1.5K	+$12.5K	$233.2K
16	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$5.3K	$25.2K
17	ELEVATION WEALTH PARTNERS, LLC added	Shares	+95	+$4.4K	$10.7K
18	Farther Finance Advisors, LLC trimmed	Shares	-84	+$4.0K	$30.2K
19	SJS Investment Consulting Inc. new	Shares	+116	+$3.4K	$3.4K
20	MassMutual Private Wealth & Trust, FSB added	Shares	+53	+$2.5K	$6.1K
21	Cedar Mountain Advisors, LLC added	Shares	+1	+$1.9K	$9.2K
22	Valued Wealth Advisors LLC new	Shares	+61	+$1.8K	$1.8K
23	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$1.3K	$6.3K
24	Sachetta, LLC unchanged	Shares	0	+$1.0K	$4.8K
25	EverSource Wealth Advisors, LLC trimmed	Shares	-21	+$884	$6.6K
26	Versant Capital Management, Inc added	Shares	+12	+$864	$2.8K
27	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$731	$3.5K
28	WEST PACES ADVISORS INC. new	Shares	+24	+$709	$709
29	Blue Trust, Inc. unchanged	Shares	0	+$559	$2.7K
30	JFS WEALTH ADVISORS, LLC new	Shares	+15	+$443	$443
31	Activest Wealth Management new	Shares	+13	+$384	$384
32	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-4.8K	+$349	$2.2K
33	True Wealth Design, LLC new	Shares	+10	+$296	$296
34	Fortitude Family Office, LLC unchanged	Shares	0	+$228	$1.1K
35	Handelsbanken Fonder AB trimmed	Shares	-900	+$153	$838
36	Davis Capital Management new	Shares	+5	+$148	$148
37	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$123	$591
38	Cromwell Holdings LLC unchanged	Shares	0	+$98	$472
39	AMALGAMATED BANK trimmed	Shares	-3.4K	+$72	$730
40	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-1	+$63	$414
41	Hughes Financial Services, LLC unchanged	Shares	0	+$7	$30
42	Abound Wealth Management trimmed	Shares	-1	+$2	$119
43	Capital Advisors, Ltd. LLC trimmed	Shares	-3	$0	$0
44	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$1
45	State of Alaska, Department of Revenue trimmed	Shares	-15.3K	-$145	$1.0K
46	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-38	-$649	$1.2K
47	Sequoia Financial Advisors, LLC trimmed	Shares	-3.2K	-$3.9K	$340.9K
48	SBI Securities Co., Ltd. trimmed	Shares	-476	-$10.2K	$4.3K
49	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-12.2K	-$117.7K	$810.8K
50	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-16.3K	-$380.3K	$0

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