Filing Research | ACM - AECOM Institutional Holdings

Snapshot holdings

50 / 110 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	752.3KSH	$52.5M
2	Perpetual Ltd	Shares	484.7KSH	$33.8M
3	Robeco Institutional Asset Management B.V.	Shares	303.0KSH	$21.2M
4	HENNESSY ADVISORS INC	Shares	285.7KSH	$19.9M
5	Vest Financial, LLC	Shares	191.6KSH	$13.4M
6	Y-Intercept (Hong Kong) Ltd	Shares	105.8KSH	$7.4M
7	Ninety One North America, Inc.	Shares	104.3KSH	$7.3M
8	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	91.4KSH	$6.4M
9	Rathbones Group PLC	Shares	72.2KSH	$5.0M
10	Police & Firemen's Retirement System of New Jersey	Shares	58.6KSH	$4.1M
11	CENTRAL BANK & TRUST CO	Shares	51.6KSH	$3.6M
12	Linden Thomas Advisory Services, LLC	Shares	41.9KSH	$2.9M
13	Oak Thistle LLC	Shares	41.2KSH	$2.9M
14	Louisiana State Employees Retirement System	Shares	37.6KSH	$2.6M
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	31.5KSH	$2.2M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	31.8KSH	$2.2M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	30.8KSH	$2.1M
18	BENJAMIN EDWARDS INC	Shares	28.3KSH	$2.0M
19	EQUITABLE TRUST CO	Shares	26.3KSH	$1.8M
20	GATEWAY INVESTMENT ADVISERS LLC	Shares	25.7KSH	$1.8M
21	OFI INVEST ASSET MANAGEMENT	Shares	27.4KSH	$1.7M
22	INVESTMENT HOUSE LLC	Shares	19.2KSH	$1.6M
23	Hennion & Walsh Asset Management, Inc.	Shares	22.2KSH	$1.5M
24	PensionDanmark Pensionsforsikringsaktieselskab	Shares	21.7KSH	$1.5M
25	Waldron Private Wealth LLC	Shares	16.9KSH	$1.2M
26	TT International Asset Management LTD	Shares	12.6KSH	$876.9K
27	Symmetry Partners, LLC	Shares	10.5KSH	$736.0K
28	Crossmark Global Holdings, Inc.	Shares	9.3KSH	$647.3K
29	SECURIAN ASSET MANAGEMENT, INC	Shares	9.4KSH	$644.0K
30	EXCHANGE TRADED CONCEPTS, LLC	Shares	8.6KSH	$603.4K
31	IFP Advisors, Inc	Shares	7.0KSH	$488.1K
32	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.4KSH	$449.3K
33	ZWJ INVESTMENT COUNSEL INC	Shares	5.3KSH	$367.5K
34	MARATHON CAPITAL MANAGEMENT	Shares	4.9KSH	$343.2K
35	Brookstone Capital Management	Shares	4.8KSH	$334.0K
36	Northside Capital Management, LLC	Shares	4.8KSH	$331.6K
37	Fifth Third Wealth Advisors LLC	Shares	4.6KSH	$323.9K
38	BURNEY CO/	Shares	4.5KSH	$314.3K
39	Somerset Trust Co	Shares	4.3KSH	$299.6K
40	Swedbank AB	Shares	4.1KSH	$284.7K
41	Diversified Trust Co	Shares	4.1KSH	$283.5K
42	Merit Financial Group, LLC	Shares	3.8KSH	$267.1K
43	Pflug Koory, LLC	Shares	3.7KSH	$258.8K
44	Olympiad Research LP	Shares	3.3KSH	$233.1K
45	Byrne Asset Management LLC	Shares	3.0KSH	$209.8K
46	WEBSTER BANK, N. A.	Shares	2.3KSH	$159.8K
47	SBI Okasan Asset Management Co.Ltd.	Shares	2.0KSH	$139.5K
48	Farther Finance Advisors, LLC	Shares	1.3KSH	$89.3K
49	Lodestone Wealth Management LLC	Shares	1.2KSH	$82.6K
50	Hilltop National Bank	Shares	1.2KSH	$81.0K

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

50 / 135 loaded

#		Instrument
1	Perpetual Ltd new	Shares	+484.7K	+$33.8M	$33.8M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+40.8K	+$1.9M	$7.4M
3	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+21.5K	+$1.4M	$1.8M
4	Waldron Private Wealth LLC added	Shares	+13.5K	+$891.5K	$1.2M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+14.7K	+$723.7K	$2.2M
6	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+8.6K	+$603.4K	$603.4K
7	Diversified Trust Co new	Shares	+4.1K	+$283.5K	$283.5K
8	Olympiad Research LP new	Shares	+3.3K	+$233.1K	$233.1K
9	Byrne Asset Management LLC new	Shares	+3.0K	+$209.8K	$209.8K
10	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+3.6K	+$206.0K	$449.3K
11	Oak Thistle LLC added	Shares	+9.5K	+$183.4K	$2.9M
12	BENJAMIN EDWARDS INC added	Shares	+6.7K	+$140.4K	$2.0M
13	MARATHON CAPITAL MANAGEMENT added	Shares	+2.3K	+$117.6K	$343.2K
14	Hennion & Walsh Asset Management, Inc. added	Shares	+4.9K	+$78.7K	$1.5M
15	Curated Wealth Partners LLC new	Shares	+45.0K	+$51.7K	$51.7K
16	BFSG, LLC added	Shares	+477	+$30.2K	$47.6K
17	SJS Investment Consulting Inc. added	Shares	+470	+$23.1K	$78.1K
18	ELEVATION WEALTH PARTNERS, LLC added	Shares	+172	+$11.8K	$13.2K
19	Sachetta, LLC added	Shares	+33	+$1.6K	$5.8K
20	Creative Capital Management Investments LLC new	Shares	+13	+$907	$907
21	PARK AVENUE SECURITIES LLC new	Shares	+7.4K	+$513	$513
22	AdvisorNet Financial, Inc new	Shares	+7	+$489	$489
23	LRI Investments, LLC new	Shares	+6	+$419	$419
24	Hughes Financial Services, LLC added	Shares	+3	+$194	$279
25	CX Institutional added	Shares	+11.1K	+$170	$3.6K
26	INVESTMENT HOUSE LLC unchanged	Shares	0	$0	$1.6M
27	Capital Advisors, Ltd. LLC trimmed	Shares	-1	-$4	$22
28	Raleigh Capital Management Inc. unchanged	Shares	0	-$5	$26
29	GHP Investment Advisors, Inc. unchanged	Shares	0	-$15	$70
30	HHM Wealth Advisors, LLC unchanged	Shares	0	-$30	$140
31	TFC Financial Management, Inc. exited	Shares	-1	-$85	$0
32	Quaker Wealth Management, LLC trimmed	Shares	-1	-$100	$70
33	Three Bearings Fiduciary Advisors, Inc. unchanged	Shares	0	-$120	$559
34	Ares Financial Consulting, LLC unchanged	Shares	0	-$160	$716
35	State of Alaska, Department of Revenue trimmed	Shares	-290	-$214	$878
36	ADIRONDACK TRUST CO unchanged	Shares	0	-$240	$1.1K
37	True Wealth Design, LLC added	Shares	+43	-$243	$18.1K
38	Vermillion Wealth Management, Inc. exited	Shares	-3	-$254	$0
39	JNBA Financial Advisors unchanged	Shares	0	-$255	$1.2K
40	ATWOOD & PALMER INC unchanged	Shares	0	-$420	$2.0K
41	Torren Management, LLC unchanged	Shares	0	-$451	$2.1K
42	Cromwell Holdings LLC trimmed	Shares	-1	-$475	$1.8K
43	SBI Securities Co., Ltd. trimmed	Shares	-1	-$550	$2.2K
44	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$631	$2.9K
45	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$766	$3.6K
46	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$766	$3.6K
47	Transce3nd, LLC unchanged	Shares	0	-$845	$3.5K
48	AMALGAMATED BANK trimmed	Shares	-1.6K	-$992	$4.0K
49	Triumph Capital Management unchanged	Shares	0	-$1.0K	$4.7K
50	DiNuzzo Private Wealth, Inc. trimmed	Shares	-9	-$1.0K	$1.2K

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