Filing Research | AFG - AMERICAN FINANCIAL GROUP INC Institutional Holdings

Snapshot holdings

50 / 109 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	612.7KSH	$85.7M
2	Boston Trust Walden Corp	Shares	509.8KSH	$71.3M
3	Wealthquest Corp	Shares	343.4KSH	$48.1M
4	JOHNSON INVESTMENT COUNSEL INC	Shares	253.9KSH	$35.5M
5	Assenagon Asset Management S.A.	Shares	208.3KSH	$29.1M
6	VIKING FUND MANAGEMENT LLC	Shares	101.0KSH	$14.1M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	90.7KSH	$12.5M
8	Mirae Asset Global Investments Co., Ltd.	Shares	57.8KSH	$8.1M
9	Y-Intercept (Hong Kong) Ltd	Shares	44.4KSH	$6.2M
10	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	31.6KSH	$4.4M
11	Police & Firemen's Retirement System of New Jersey	Shares	29.7KSH	$4.2M
12	GATEWAY INVESTMENT ADVISERS LLC	Shares	29.5KSH	$4.1M
13	REINHART PARTNERS, LLC.	Shares	29.0KSH	$4.1M
14	BURNEY CO/	Shares	27.2KSH	$3.8M
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	20.2KSH	$2.8M
16	Louisiana State Employees Retirement System	Shares	20.2KSH	$2.8M
17	ABN AMRO INVESTMENT SOLUTIONS	Shares	18.1KSH	$2.5M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.5KSH	$2.3M
19	Vest Financial, LLC	Shares	14.5KSH	$2.0M
20	Financial Enhancement Group LLC	Shares	12.4KSH	$1.7M
21	Linden Thomas Advisory Services, LLC	Shares	12.3KSH	$1.7M
22	Confluence Wealth Services, Inc.	Shares	11.9KSH	$1.7M
23	Taylor Frigon Capital Management LLC	Shares	11.5KSH	$1.6M
24	Nilsine Partners, LLC	Shares	11.2KSH	$1.6M
25	EXCHANGE TRADED CONCEPTS, LLC	Shares	8.5KSH	$1.2M
26	Applied Capital LLC/FL	Shares	8.3KSH	$1.2M
27	Diversified Trust Co	Shares	8.2KSH	$1.1M
28	Golden State Wealth Management, LLC	Shares	7.5KSH	$1.0M
29	Oak Thistle LLC	Shares	6.6KSH	$917.0K
30	A&I FINANCIAL SERVICES, LLC	Shares	6.1KSH	$852.4K
31	D.A. DAVIDSON & CO.	Shares	6.0KSH	$834.2K
32	Ifrah Financial Services, Inc.	Shares	5.5KSH	$774.0K
33	SECURIAN ASSET MANAGEMENT, INC	Shares	5.1KSH	$724.1K
34	Farther Finance Advisors, LLC	Shares	5.0KSH	$699.7K
35	Hennion & Walsh Asset Management, Inc.	Shares	4.9KSH	$684.6K
36	Crossmark Global Holdings, Inc.	Shares	4.7KSH	$656.2K
37	SIMS INVESTMENT MANAGEMENT, LLC	Shares	3.7KSH	$511.3K
38	Merit Financial Group, LLC	Shares	3.4KSH	$482.4K
39	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.3KSH	$461.7K
40	JAMES INVESTMENT RESEARCH, INC.	Shares	3.0KSH	$419.3K
41	Kellett Wealth Advisors, LLC	Shares	3.0KSH	$413.2K
42	QRG CAPITAL MANAGEMENT, INC.	Shares	2.9KSH	$401.3K
43	Legacy Wealth Asset Management, LLC	Shares	2.8KSH	$390.2K
44	GAMMA Investing LLC	Shares	2.6KSH	$364.3K
45	NorthCrest Asset Manangement, LLC	Shares	2.5KSH	$352.7K
46	FCG Investment Co	Shares	2.4KSH	$338.0K
47	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	2.4KSH	$329.1K
48	Formidable Asset Management, LLC	Shares	2.6KSH	$326.9K
49	Fifth Third Wealth Advisors LLC	Shares	2.0KSH	$283.7K
50	Sowell Financial Services LLC	Shares	1.7KSH	$239.0K

Scroll to load more

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

50 / 117 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+208.3K	+$29.1M	$29.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+82.8K	+$11.4M	$12.5M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+1.3K	+$7.7M	$85.7M
4	Boston Trust Walden Corp trimmed	Shares	-15.9K	+$4.2M	$71.3M
5	Y-Intercept (Hong Kong) Ltd added	Shares	+16.1K	+$2.6M	$6.2M
6	Vest Financial, LLC new	Shares	+14.5K	+$2.0M	$2.0M
7	Mirae Asset Global Investments Co., Ltd. added	Shares	+9.2K	+$1.9M	$8.1M
8	Nilsine Partners, LLC new	Shares	+11.2K	+$1.6M	$1.6M
9	VIKING FUND MANAGEMENT LLC unchanged	Shares	0	+$1.2M	$14.1M
10	Oak Thistle LLC new	Shares	+6.6K	+$917.0K	$917.0K
11	Diversified Trust Co added	Shares	+6.0K	+$861.8K	$1.1M
12	Police & Firemen's Retirement System of New Jersey added	Shares	+1.8K	+$588.8K	$4.2M
13	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+640	+$467.7K	$4.4M
14	NorthCrest Asset Manangement, LLC new	Shares	+2.5K	+$352.7K	$352.7K
15	MOODY LYNN LIEBERSON & WALKER, LLC new	Shares	+2.4K	+$329.1K	$329.1K
16	Louisiana State Employees Retirement System added	Shares	+100	+$259.8K	$2.8M
17	Confluence Wealth Services, Inc. added	Shares	+791	+$246.2K	$1.7M
18	Farther Finance Advisors, LLC added	Shares	+1.2K	+$210.0K	$699.7K
19	GREENLEAF TRUST new	Shares	+1.5K	+$203.9K	$203.9K
20	Ballentine Partners, LLC new	Shares	+1.4K	+$202.6K	$202.6K
21	ZWJ INVESTMENT COUNSEL INC new	Shares	+1.4K	+$200.4K	$200.4K
22	ABN AMRO INVESTMENT SOLUTIONS trimmed	Shares	-175	+$198.8K	$2.5M
23	Linden Thomas Advisory Services, LLC added	Shares	+333	+$192.6K	$1.7M
24	Merit Financial Group, LLC added	Shares	+1.2K	+$191.5K	$482.4K
25	Applied Capital LLC/FL added	Shares	+432	+$156.2K	$1.2M
26	D.A. DAVIDSON & CO. added	Shares	+641	+$154.8K	$834.2K
27	A&I FINANCIAL SERVICES, LLC added	Shares	+627	+$154.6K	$852.4K
28	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+290	+$141.6K	$1.2M
29	FCG Investment Co added	Shares	+847	+$137.7K	$338.0K
30	MILLER WEALTH ADVISORS, LLC added	Shares	+125	+$135.0K	$144.6K
31	Taylor Frigon Capital Management LLC trimmed	Shares	-82	+$130.7K	$1.6M
32	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+633	+$121.1K	$461.7K
33	Financial Enhancement Group LLC unchanged	Shares	0	+$105.6K	$1.7M
34	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-835	+$95.3K	$2.3M
35	Golden State Wealth Management, LLC unchanged	Shares	0	+$91.7K	$1.0M
36	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$72.4K	$724.1K
37	Crossmark Global Holdings, Inc. added	Shares	+112	+$71.7K	$656.2K
38	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.4K	+$68.3K	$2.8M
39	Ifrah Financial Services, Inc. trimmed	Shares	-4	+$67.1K	$774.0K
40	QRG CAPITAL MANAGEMENT, INC. added	Shares	+237	+$65.5K	$401.3K
41	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-1	+$59.7K	$684.6K
42	IFP Advisors, Inc added	Shares	+382	+$59.6K	$123.4K
43	Curated Wealth Partners LLC new	Shares	+50.0K	+$55.0K	$55.0K
44	GAMMA Investing LLC added	Shares	+180	+$54.8K	$364.3K
45	Kellett Wealth Advisors, LLC added	Shares	+133	+$53.1K	$413.2K
46	SIMS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$44.7K	$511.3K
47	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$36.6K	$419.3K
48	Fifth Third Wealth Advisors LLC added	Shares	+52	+$31.4K	$283.7K
49	SIGNATUREFD, LLC added	Shares	+78	+$25.3K	$175.6K
50	Wealth Enhancement Trust Services, Inc. new	Shares	+159	+$22.3K	$22.3K

Scroll to load more