Filing Research | ACT - ENACT HLDGS INC Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	122.2KSH	$5.6M
2	MOODY ALDRICH PARTNERS LLC	Shares	115.8KSH	$5.3M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	93.3KSH	$4.3M
4	Vest Financial, LLC	Shares	91.5KSH	$4.2M
5	CWA Asset Management Group, LLC	Shares	69.9KSH	$3.2M
6	Regent Peak Wealth Advisors LLC	Shares	22.3KSH	$1.0M
7	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	Shares	21.0KSH	$961.5K
8	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	16.5KSH	$754.4K
9	Louisiana State Employees Retirement System	Shares	12.2KSH	$557.7K
10	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	9.0KSH	$409.3K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.6KSH	$386.8K
12	Police & Firemen's Retirement System of New Jersey	Shares	8.0KSH	$366.0K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.5KSH	$341.0K
14	QRG CAPITAL MANAGEMENT, INC.	Shares	6.9KSH	$317.4K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.6KSH	$302.6K
16	Sequoia Financial Advisors, LLC	Shares	6.5KSH	$298.9K
17	Baron Wealth Management LLC	Shares	5.4KSH	$245.3K
18	IFP Advisors, Inc	Shares	4.0KSH	$180.9K
19	SIGNATUREFD, LLC	Shares	2.4KSH	$110.3K
20	GAMMA Investing LLC	Shares	2.0KSH	$90.4K
21	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$66.5K
22	Farther Finance Advisors, LLC	Shares	799SH	$36.5K
23	True Wealth Design, LLC	Shares	428SH	$19.6K
24	Fortitude Family Office, LLC	Shares	392SH	$17.9K
25	SJS Investment Consulting Inc.	Shares	105SH	$4.8K
26	JFS WEALTH ADVISORS, LLC	Shares	78SH	$3.6K
27	Valued Wealth Advisors LLC	Shares	78SH	$3.6K
28	Marquette Asset Management, LLC	Shares	64SH	$2.9K
29	Ares Financial Consulting, LLC	Shares	64SH	$2.9K
30	Creative Capital Management Investments LLC	Shares	34SH	$1.6K
31	Hughes Financial Services, LLC	Shares	20SH	$914
32	DiNuzzo Private Wealth, Inc.	Shares	15SH	$686
33	FARMERS & MERCHANTS INVESTMENTS INC	Shares	15SH	$686
34	Physician Wealth Advisors, Inc.	Shares	14SH	$640
35	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	10.0KSH	$457
36	State of Alaska, Department of Revenue	Shares	9.2KSH	$420
37	GILPIN WEALTH MANAGEMENT, LLC	Shares	8SH	$366
38	AMALGAMATED BANK	Shares	7.5KSH	$343
39	Abound Wealth Management	Shares	6SH	$275
40	LRI Investments, LLC	Shares	6SH	$274
41	Handelsbanken Fonder AB	Shares	5.5KSH	$251
42	Davis Capital Management	Shares	4SH	$183
43	GHP Investment Advisors, Inc.	Shares	2SH	$92
44	MARYLAND CAPITAL ADVISORS INC.	Shares	1SH	$46
45	Capital Advisors, Ltd. LLC	Shares	231SH	$11

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

49 / 49 loaded

#		Instrument
1	CWA Asset Management Group, LLC added	Shares	+8.1K	+$674.6K	$3.2M
2	MOODY ALDRICH PARTNERS LLC unchanged	Shares	0	+$567.5K	$5.3M
3	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.6K	+$565.0K	$4.3M
4	Vest Financial, LLC added	Shares	+903	+$485.0K	$4.2M
5	KLEIN PAVLIS & PEASLEY FINANCIAL, INC. added	Shares	+488	+$123.0K	$961.5K
6	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+591	+$105.0K	$754.4K
7	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.3K	+$98.2K	$409.3K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.1K	+$75.8K	$386.8K
9	IFP Advisors, Inc added	Shares	+1.3K	+$72.7K	$180.9K
10	SIGNATUREFD, LLC added	Shares	+750	+$42.4K	$110.3K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$39.2K	$366.0K
12	Louisiana State Employees Retirement System trimmed	Shares	-600	+$35.3K	$557.7K
13	QRG CAPITAL MANAGEMENT, INC. trimmed	Shares	-41	+$32.3K	$317.4K
14	Baron Wealth Management LLC added	Shares	+119	+$31.2K	$245.3K
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-217	+$27.7K	$341.0K
16	GAMMA Investing LLC added	Shares	+78	+$12.9K	$90.4K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-521	+$11.2K	$302.6K
18	Farther Finance Advisors, LLC added	Shares	+85	+$7.5K	$36.5K
19	Fortitude Family Office, LLC added	Shares	+95	+$5.8K	$17.9K
20	SJS Investment Consulting Inc. added	Shares	+72	+$3.5K	$4.8K
21	True Wealth Design, LLC trimmed	Shares	-7	+$1.8K	$19.6K
22	Creative Capital Management Investments LLC new	Shares	+34	+$1.6K	$1.6K
23	Valued Wealth Advisors LLC added	Shares	+18	+$1.1K	$3.6K
24	JFS WEALTH ADVISORS, LLC added	Shares	+13	+$913	$3.6K
25	Ares Financial Consulting, LLC unchanged	Shares	0	+$329	$2.9K
26	Marquette Asset Management, LLC unchanged	Shares	0	+$314	$2.9K
27	Abound Wealth Management new	Shares	+6	+$275	$275
28	LRI Investments, LLC new	Shares	+6	+$274	$274
29	Handelsbanken Fonder AB new	Shares	+5.5K	+$251	$251
30	Davis Capital Management new	Shares	+4	+$183	$183
31	Hughes Financial Services, LLC added	Shares	+2	+$179	$914
32	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	+$80	$366
33	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$74	$686
34	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$73	$686
35	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$68	$640
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-154	+$43	$457
37	GHP Investment Advisors, Inc. unchanged	Shares	0	+$10	$92
38	AMALGAMATED BANK trimmed	Shares	-797	+$5	$343
39	Capital Advisors, Ltd. LLC added	Shares	+36	+$3	$11
40	State of Alaska, Department of Revenue trimmed	Shares	-5.2K	-$166	$420
41	Vermillion Wealth Management, Inc. exited	Shares	-6	-$245	$0
42	Blue Trust, Inc. exited	Shares	-14	-$571	$0
43	Crewe Advisors LLC exited	Shares	-103	-$4.2K	$0
44	EverSource Wealth Advisors, LLC trimmed	Shares	-307	-$5.4K	$66.5K
45	Sound Income Strategies, LLC exited	Shares	-179	-$7.3K	$0
46	Robeco Institutional Asset Management B.V. trimmed	Shares	-16.3K	-$66.0K	$5.6M
47	Sequoia Financial Advisors, LLC trimmed	Shares	-5.6K	-$195.9K	$298.9K
48	Regent Peak Wealth Advisors LLC trimmed	Shares	-23.0K	-$828.8K	$1.0M
49	Mirae Asset Global Investments Co., Ltd. exited	Shares	-44.3K	-$1.8M	$0