Filing Research | AM - ANTERO MIDSTREAM CORP Institutional Holdings

Snapshot holdings

50 / 104 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	3.5MSH	$78.5M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	971.7KSH	$22.1M
3	Columbus Macro, LLC	Shares	750.7KSH	$17.1M
4	Grey Fox Wealth Advisors, LLC	Shares	457.8KSH	$10.4M
5	HENNESSY ADVISORS INC	Shares	286.9KSH	$6.5M
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	272.8KSH	$6.2M
7	Hennion & Walsh Asset Management, Inc.	Shares	254.6KSH	$5.8M
8	Fractal Investments LLC	Shares	233.4KSH	$5.3M
9	Police & Firemen's Retirement System of New Jersey	Shares	151.1KSH	$3.4M
10	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	147.2KSH	$3.3M
11	JOHNSON INVESTMENT COUNSEL INC	Shares	125.0KSH	$2.8M
12	Farther Finance Advisors, LLC	Shares	121.9KSH	$2.8M
13	SeaBridge Investment Advisors LLC	Shares	118.4KSH	$2.7M
14	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	107.2KSH	$2.4M
15	Louisiana State Employees Retirement System	Shares	97.3KSH	$2.2M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	91.5KSH	$2.1M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	79.6KSH	$1.8M
18	CASCADE INVESTMENT GROUP, INC.	Shares	78.9KSH	$1.8M
19	Crossmark Global Holdings, Inc.	Shares	67.7KSH	$1.5M
20	FIRST CITIZENS BANK & TRUST CO	Shares	65.6KSH	$1.5M
21	Envestnet Portfolio Solutions, Inc.	Shares	62.6KSH	$1.4M
22	Apollon Wealth Management, LLC	Shares	58.5KSH	$1.3M
23	Kesler, Norman & Wride, LLC	Shares	56.0KSH	$1.3M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	55.2KSH	$1.2M
25	Linden Thomas Advisory Services, LLC	Shares	36.0KSH	$820.0K
26	JGP Wealth Management, LLC	Shares	35.4KSH	$805.7K
27	Y-Intercept (Hong Kong) Ltd	Shares	32.0KSH	$729.1K
28	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	31.5KSH	$716.6K
29	Wedmont Private Capital	Shares	29.8KSH	$663.9K
30	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	28.4KSH	$646.9K
31	SECURIAN ASSET MANAGEMENT, INC	Shares	24.5KSH	$554.4K
32	KPP Advisory Services LLC	Shares	23.5KSH	$533.7K
33	IFP Advisors, Inc	Shares	22.3KSH	$506.4K
34	SIGNATUREFD, LLC	Shares	21.8KSH	$496.1K
35	CAPITAL ADVISORS INC/OK	Shares	19.5KSH	$444.1K
36	Sprinkle Financial Consultants LLC	Shares	19.5KSH	$443.8K
37	QRG CAPITAL MANAGEMENT, INC.	Shares	19.3KSH	$439.7K
38	Merit Financial Group, LLC	Shares	18.4KSH	$418.6K
39	Security National Bank	Shares	18.2KSH	$413.8K
40	SBI Securities Co., Ltd.	Shares	18.2KSH	$413.1K
41	Sequoia Financial Advisors, LLC	Shares	16.5KSH	$374.3K
42	GAMMA Investing LLC	Shares	16.1KSH	$365.1K
43	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	15.1KSH	$343.5K
44	PARK NATIONAL CORP /OH/	Shares	14.0KSH	$318.5K
45	BURNEY CO/	Shares	13.6KSH	$309.4K
46	Diversified Trust Co	Shares	12.1KSH	$275.8K
47	Fifth Third Wealth Advisors LLC	Shares	11.2KSH	$255.8K
48	Sowell Financial Services LLC	Shares	11.1KSH	$253.4K
49	Spire Wealth Management	Shares	10.5KSH	$238.9K
50	Penbrook Management LLC	Shares	9.9KSH	$225.2K

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

50 / 105 loaded

#		Instrument
1	Grey Fox Wealth Advisors, LLC added	Shares	+434.8K	+$9.9M	$10.4M
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+113.6K	+$2.5M	$22.1M
3	Fractal Investments LLC added	Shares	+43.0K	+$968.7K	$5.3M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+32.0K	+$729.1K	$729.1K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.1K	+$362.4K	$1.2M
6	Boston Trust Walden Corp added	Shares	+19.7K	+$275.8K	$78.5M
7	Apollon Wealth Management, LLC added	Shares	+9.8K	+$219.5K	$1.3M
8	DAVENPORT & Co LLC new	Shares	+8.8K	+$200.4K	$200.4K
9	Hennion & Walsh Asset Management, Inc. added	Shares	+9.2K	+$197.1K	$5.8M
10	Merit Financial Group, LLC added	Shares	+8.4K	+$191.6K	$418.6K
11	Police & Firemen's Retirement System of New Jersey added	Shares	+6.3K	+$137.0K	$3.4M
12	Sprinkle Financial Consultants LLC added	Shares	+6.0K	+$135.8K	$443.8K
13	Farther Finance Advisors, LLC added	Shares	+3.0K	+$91.0K	$2.8M
14	GAMMA Investing LLC added	Shares	+3.3K	+$73.7K	$365.1K
15	Bogart Wealth, LLC new	Shares	+3.0K	+$69.2K	$69.2K
16	FIRST HORIZON CORP added	Shares	+3.0K	+$67.2K	$79.1K
17	SOA Wealth Advisors, LLC. new	Shares	+56.5K	+$56.5K	$56.5K
18	Kesler, Norman & Wride, LLC added	Shares	+2.2K	+$47.6K	$1.3M
19	SJS Investment Consulting Inc. added	Shares	+1.7K	+$39.4K	$42.2K
20	Security National Bank added	Shares	+1.5K	+$32.4K	$413.8K
21	Louisiana State Employees Retirement System added	Shares	+1.3K	+$24.8K	$2.2M
22	SIGNATUREFD, LLC added	Shares	+886	+$19.1K	$496.1K
23	Fifth Third Wealth Advisors LLC added	Shares	+464	+$10.0K	$255.8K
24	Wedmont Private Capital added	Shares	+608	+$8.0K	$663.9K
25	EASTERN BANK new	Shares	+260	+$5.9K	$5.9K
26	Cape Investment Advisory, Inc. new	Shares	+192	+$4.4K	$4.4K
27	LifeSteps Financial, Inc. new	Shares	+150	+$3.4K	$3.4K
28	Creative Capital Management Investments LLC new	Shares	+133	+$3.0K	$3.0K
29	Sowell Financial Services LLC added	Shares	+142	+$2.7K	$253.4K
30	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+339	+$2.4K	$2.4M
31	Physician Wealth Advisors, Inc. new	Shares	+73	+$1.7K	$1.7K
32	ELEVATION WEALTH PARTNERS, LLC added	Shares	+68	+$1.5K	$10.0K
33	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$594	$25.2K
34	Diversified Trust Co added	Shares	+52	+$579	$275.8K
35	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+83	+$470	$646.9K
36	AdvisorNet Financial, Inc new	Shares	+17	+$387	$387
37	MassMutual Private Wealth & Trust, FSB added	Shares	+18	+$331	$35.9K
38	Activest Wealth Management new	Shares	+14	+$319	$319
39	JFS WEALTH ADVISORS, LLC added	Shares	+12	+$243	$14.1K
40	Hughes Financial Services, LLC added	Shares	+9	+$202	$1.7K
41	Ares Financial Consulting, LLC unchanged	Shares	0	+$12	$1.3K
42	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$8
43	First PREMIER Bank unchanged	Shares	0	$0	$13
44	TFC Financial Management, Inc. unchanged	Shares	0	$0	$46
45	Trust Co unchanged	Shares	0	-$1	$455
46	Cromwell Holdings LLC unchanged	Shares	0	-$2	$1.3K
47	Sachetta, LLC unchanged	Shares	0	-$2	$979
48	Arlington Trust Co LLC unchanged	Shares	0	-$3	$1.6K
49	Marquette Asset Management, LLC unchanged	Shares	0	-$3	$1.6K
50	Versant Capital Management, Inc unchanged	Shares	0	-$4	$2.0K

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