Filing Research | ACI - ALBERTSONS COMPANIES Institutional Holdings

Snapshot holdings

50 / 70 loaded

#		Instrument	quantity
1	E. Ohman J:or Asset Management AB	Shares	2.3MSH	$31.4M
2	Boston Trust Walden Corp	Shares	262.6KSH	$3.6M
3	Savoir Faire Capital Management, L.P.	Shares	168.5KSH	$2.3M
4	Police & Firemen's Retirement System of New Jersey	Shares	154.4KSH	$2.1M
5	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	113.8KSH	$1.5M
6	Louisiana State Employees Retirement System	Shares	104.2KSH	$1.4M
7	GATEWAY INVESTMENT ADVISERS LLC	Shares	95.7KSH	$1.3M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	82.6KSH	$1.2M
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	85.2KSH	$1.2M
10	Castleview Partners, LLC	Shares	71.8KSH	$971.5K
11	Value Investment Professionals, LLC	Shares	66.0KSH	$893.1K
12	EXCHANGE TRADED CONCEPTS, LLC	Shares	51.4KSH	$695.7K
13	Parkside Investments, LLC	Shares	40.0KSH	$541.2K
14	Rathbones Group PLC	Shares	34.0KSH	$460.0K
15	Counterpoint Mutual Funds LLC	Shares	33.6KSH	$454.6K
16	Diligent Investors, LLC	Shares	31.7KSH	$429.0K
17	SECURIAN ASSET MANAGEMENT, INC	Shares	26.3KSH	$396.8K
18	BFSG, LLC	Shares	21.8KSH	$294.4K
19	Winthrop Advisory Group LLC	Shares	21.7KSH	$293.3K
20	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	21.1KSH	$285.3K
21	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	18.4KSH	$248.8K
22	Sequoia Financial Advisors, LLC	Shares	18.1KSH	$244.9K
23	Abel Hall, LLC	Shares	16.2KSH	$219.2K
24	CIDEL ASSET MANAGEMENT INC	Shares	16.1KSH	$217.6K
25	Merit Financial Group, LLC	Shares	16.0KSH	$215.9K
26	Mesirow Financial Investment Management, Inc.	Shares	15.0KSH	$202.9K
27	Cedar Mountain Advisors, LLC	Shares	14.9KSH	$201.0K
28	Apollon Wealth Management, LLC	Shares	12.5KSH	$168.5K
29	Pacific Point Advisors, LLC	Shares	12.3KSH	$165.9K
30	Fifth Third Wealth Advisors LLC	Shares	11.1KSH	$149.7K
31	GAMMA Investing LLC	Shares	10.2KSH	$138.5K
32	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	10.0KSH	$135.3K
33	Farther Finance Advisors, LLC	Shares	9.1KSH	$123.8K
34	SIGNATUREFD, LLC	Shares	7.5KSH	$101.2K
35	Investors Research Corp	Shares	5.7KSH	$76.6K
36	Versant Capital Management, Inc	Shares	5.1KSH	$69.2K
37	EverSource Wealth Advisors, LLC	Shares	4.3KSH	$58.4K
38	Curated Wealth Partners LLC	Shares	25.1KSH	$40.8K
39	Blue Trust, Inc.	Shares	2.6KSH	$35.7K
40	FIRST HORIZON CORP	Shares	2.6KSH	$35.4K
41	LANARK FINANCIAL, INC.	Shares	2.5KSH	$34.2K
42	SBI Securities Co., Ltd.	Shares	860SH	$11.6K
43	Mirae Asset Global Investments Co., Ltd.	Shares	753SH	$10.2K
44	Bogart Wealth, LLC	Shares	638SH	$8.6K
45	Fortitude Family Office, LLC	Shares	520SH	$7.0K
46	MassMutual Private Wealth & Trust, FSB	Shares	411SH	$5.6K
47	IFP Advisors, Inc	Shares	376SH	$5.1K
48	Physician Wealth Advisors, Inc.	Shares	332SH	$4.5K
49	JFS WEALTH ADVISORS, LLC	Shares	191SH	$2.6K
50	Golden State Wealth Management, LLC	Shares	179SH	$2.4K

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

50 / 84 loaded

#		Instrument
1	Value Investment Professionals, LLC new	Shares	+66.0K	+$893.1K	$893.1K
2	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+35.7K	+$272.0K	$1.3M
3	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+18.4K	+$248.8K	$248.8K
4	Abel Hall, LLC new	Shares	+16.2K	+$219.2K	$219.2K
5	Apollon Wealth Management, LLC new	Shares	+12.5K	+$168.5K	$168.5K
6	Versant Capital Management, Inc added	Shares	+4.9K	+$65.7K	$69.2K
7	SIGNATUREFD, LLC added	Shares	+4.7K	+$54.3K	$101.2K
8	Curated Wealth Partners LLC new	Shares	+25.1K	+$40.8K	$40.8K
9	GAMMA Investing LLC added	Shares	+3.8K	+$28.3K	$138.5K
10	Farther Finance Advisors, LLC added	Shares	+2.4K	+$8.6K	$123.8K
11	Bogart Wealth, LLC added	Shares	+622	+$8.4K	$8.6K
12	IFP Advisors, Inc added	Shares	+259	+$3.1K	$5.1K
13	Physician Wealth Advisors, Inc. added	Shares	+223	+$2.6K	$4.5K
14	Merit Financial Group, LLC added	Shares	+3.4K	+$1.6K	$215.9K
15	Creative Capital Management Investments LLC new	Shares	+113	+$1.5K	$1.5K
16	Golden State Wealth Management, LLC added	Shares	+100	+$1.1K	$2.4K
17	AdvisorNet Financial, Inc added	Shares	+65	+$876	$893
18	LANARK FINANCIAL, INC. added	Shares	+565	+$749	$34.2K
19	Fortitude Family Office, LLC added	Shares	+144	+$629	$7.0K
20	True Wealth Design, LLC new	Shares	+43	+$582	$582
21	LRI Investments, LLC new	Shares	+22	+$298	$298
22	WEST PACES ADVISORS INC. new	Shares	+14	+$189	$189
23	LifeSteps Financial, Inc. new	Shares	+11	+$153	$153
24	Activest Wealth Management new	Shares	+6	+$81	$81
25	Capital Advisors, Ltd. LLC exited	Shares	-38	-$1	$0
26	TSFG, LLC exited	Shares	-600	-$10	$0
27	CX Institutional exited	Shares	-725	-$12	$0
28	FNY Investment Advisers, LLC added	Shares	+220	-$26	$115
29	Hughes Financial Services, LLC trimmed	Shares	-6	-$123	$81
30	State of Alaska, Department of Revenue trimmed	Shares	-1.8K	-$153	$472
31	SBI Securities Co., Ltd. added	Shares	+167	-$173	$11.6K
32	Provenance Wealth Advisors, LLC unchanged	Shares	0	-$175	$677
33	Cromwell Holdings LLC unchanged	Shares	0	-$246	$947
34	Vermillion Wealth Management, Inc. exited	Shares	-24	-$409	$0
35	SJS Investment Consulting Inc. trimmed	Shares	-30	-$610	$379
36	BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed	Shares	-28	-$644	$920
37	Handelsbanken Fonder AB trimmed	Shares	-13.6K	-$649	$1.6K
38	AMALGAMATED BANK trimmed	Shares	-9.4K	-$717	$2.1K
39	FINANCIAL CONSULATE, INC exited	Shares	-44	-$750	$0
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-44.3K	-$1.1K	$1.4K
41	JFS WEALTH ADVISORS, LLC trimmed	Shares	-71	-$1.9K	$2.6K
42	Sachetta, LLC trimmed	Shares	-112	-$2.0K	$176
43	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-42	-$3.4K	$10.2K
44	Spire Wealth Management exited	Shares	-298	-$5.1K	$0
45	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-336	-$5.7K	$0
46	CoreCap Advisors, LLC trimmed	Shares	-483	-$8.2K	$27
47	FIRST HORIZON CORP unchanged	Shares	0	-$9.2K	$35.4K
48	Blue Trust, Inc. unchanged	Shares	0	-$9.3K	$35.7K
49	CIDEL ASSET MANAGEMENT INC added	Shares	+2.7K	-$10.9K	$217.6K
50	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-571	-$11.2K	$5.6K

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