Filing Research | AMTM - AMENTUM HLDGS INC Institutional Holdings

Snapshot holdings

50 / 102 loaded

#		Instrument	quantity
1	CACTI ASSET MANAGEMENT LLC	Shares	881.7KSH	$18.2M
2	Legacy Advisors, LLC	Shares	9.1MSH	$9.1M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	305.3KSH	$6.3M
4	Hudson Value Partners, LLC	Shares	250.2KSH	$5.2M
5	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	187.8KSH	$3.9M
6	Telos Capital Management, Inc.	Shares	185.6KSH	$3.8M
7	Mraz, Amerine & Associates, Inc.	Shares	90.2KSH	$1.9M
8	Pine Valley Investments Ltd Liability Co	Shares	89.5KSH	$1.8M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	76.5KSH	$1.6M
10	BDF-GESTION	Shares	676SH	$1.5M
11	Cascade Investment Advisors, Inc.	Shares	72.3KSH	$1.5M
12	Police & Firemen's Retirement System of New Jersey	Shares	71.3KSH	$1.5M
13	Louisiana State Employees Retirement System	Shares	67.5KSH	$1.4M
14	First National Advisers, LLC	Shares	43.1KSH	$890.4K
15	DBA TRADING, LLC	Shares	31.2KSH	$813.6K
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	37.7KSH	$780.2K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	36.5KSH	$754.5K
18	Steadtrust LLC	Shares	30.4KSH	$628.4K
19	Legal Advantage Investments, Inc.	Shares	28.9KSH	$597.4K
20	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	24.7KSH	$509.7K
21	GUIDANCE CAPITAL, INC	Shares	20.9KSH	$433.1K
22	WEATHERLY ASSET MANAGEMENT L. P.	Shares	18.6KSH	$385.5K
23	TOTH FINANCIAL ADVISORY CORP	Shares	18.2KSH	$376.7K
24	Intrinsic Value Partners, LLC	Shares	13.4KSH	$277.0K
25	Formidable Asset Management, LLC	Shares	13.1KSH	$270.1K
26	First Bank & Trust	Shares	13.0KSH	$269.3K
27	PFG Investments, LLC	Shares	11.4KSH	$234.6K
28	Curated Wealth Partners LLC	Shares	180.0KSH	$200.1K
29	GAMMA Investing LLC	Shares	5.0KSH	$102.5K
30	Farther Finance Advisors, LLC	Shares	2.5KSH	$52.1K
31	SIGNATUREFD, LLC	Shares	2.2KSH	$44.7K
32	FINANCIAL CONSULATE, INC	Shares	1.6KSH	$32.0K
33	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$25.3K
34	HM PAYSON & CO	Shares	1.2KSH	$25.3K
35	SALEM INVESTMENT COUNSELORS INC	Shares	1.1KSH	$22.4K
36	IFP Advisors, Inc	Shares	995SH	$20.6K
37	Blue Trust, Inc.	Shares	515SH	$10.6K
38	CoreCap Advisors, LLC	Shares	351SH	$7.3K
39	LRI Investments, LLC	Shares	338SH	$7.0K
40	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	334SH	$6.9K
41	Moisand Fitzgerald Tamayo, LLC	Shares	314SH	$6.5K
42	SBI Securities Co., Ltd.	Shares	298SH	$6.2K
43	Steigerwald, Gordon & Koch Inc.	Shares	272SH	$5.6K
44	Oakworth Capital, Inc.	Shares	271SH	$5.5K
45	Golden State Wealth Management, LLC	Shares	246SH	$5.1K
46	AdvisorNet Financial, Inc	Shares	243SH	$5.0K
47	Financial Management Professionals, Inc.	Shares	228SH	$4.7K
48	Perkins Coie Trust Co	Shares	219SH	$4.5K
49	OLD SECOND NATIONAL BANK OF AURORA	Shares	212SH	$4.4K
50	ELEVATION WEALTH PARTNERS, LLC	Shares	199SH	$4.1K

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

50 / 113 loaded

#		Instrument
1	BDF-GESTION trimmed	Shares	-76	+$1.5M	$1.5M
2	Cascade Investment Advisors, Inc. new	Shares	+72.3K	+$1.5M	$1.5M
3	First National Advisers, LLC added	Shares	+30.3K	+$558.1K	$890.4K
4	Curated Wealth Partners LLC new	Shares	+180.0K	+$200.1K	$200.1K
5	WEATHERLY ASSET MANAGEMENT L. P. added	Shares	+9.0K	+$132.8K	$385.5K
6	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+8.0K	+$75.8K	$509.7K
7	SALEM INVESTMENT COUNSELORS INC new	Shares	+1.1K	+$22.4K	$22.4K
8	IFP Advisors, Inc added	Shares	+643	+$11.4K	$20.6K
9	SBI Securities Co., Ltd. added	Shares	+227	+$4.3K	$6.2K
10	ELEVATION WEALTH PARTNERS, LLC new	Shares	+199	+$4.1K	$4.1K
11	Bogart Wealth, LLC added	Shares	+135	+$2.7K	$3.2K
12	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+88	+$1.8K	$1.8K
13	Legacy Advisors, LLC added	Shares	+1.4K	+$1.4K	$9.1M
14	Fortitude Family Office, LLC added	Shares	+53	+$1.0K	$1.3K
15	Creative Capital Management Investments LLC new	Shares	+38	+$785	$785
16	LifeSteps Financial, Inc. new	Shares	+30	+$620	$620
17	First Pacific Financial new	Shares	+26	+$538	$538
18	Davis Capital Management new	Shares	+8	+$165	$165
19	DiNuzzo Private Wealth, Inc. added	Shares	+2	+$36	$63
20	DBA TRADING, LLC unchanged	Shares	0	$0	$813.6K
21	Activest Wealth Management unchanged	Shares	0	-$5	$21
22	UNION SAVINGS BANK unchanged	Shares	0	-$11	$41
23	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+3	-$14	$352
24	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$16	$62
25	Morton Brown Family Wealth, LLC unchanged	Shares	0	-$21	$83
26	Wilkerson Advisory Group LLC unchanged	Shares	0	-$21	$83
27	Scarborough Advisors, LLC exited	Shares	-1	-$26	$0
28	LOUISBOURG INVESTMENTS INC. unchanged	Shares	0	-$27	$103
29	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$38	$145
30	Three Bearings Fiduciary Advisors, Inc. unchanged	Shares	0	-$43	$166
31	CX Institutional trimmed	Shares	-202	-$47	$159
32	Torren Management, LLC unchanged	Shares	0	-$49	$186
33	Lipe & Dalton unchanged	Shares	0	-$59	$226
34	True Wealth Design, LLC added	Shares	+37	-$101	$4.1K
35	Abound Wealth Management trimmed	Shares	-3	-$105	$104
36	NEVILLE RODIE & SHAW INC trimmed	Shares	-324	-$125	$444
37	EASTERN BANK trimmed	Shares	-1	-$135	$413
38	FIRST HORIZON CORP trimmed	Shares	-5	-$135	$21
39	SJS Investment Consulting Inc. trimmed	Shares	-5	-$136	$21
40	Nvest Wealth Strategies, Inc. unchanged	Shares	0	-$200	$765
41	Vermillion Wealth Management, Inc. exited	Shares	-11	-$287	$0
42	JFS WEALTH ADVISORS, LLC trimmed	Shares	-5	-$315	$703
43	Kozak & Associates, Inc. unchanged	Shares	0	-$324	$889
44	High Note Wealth, LLC unchanged	Shares	0	-$341	$1.3K
45	PROATHLETE WEALTH MANAGEMENT LLC unchanged	Shares	0	-$347	$1.3K
46	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$352	$1.3K
47	Hilltop National Bank exited	Shares	-15	-$391	$0
48	Hughes Financial Services, LLC trimmed	Shares	-1	-$400	$1.4K
49	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$406	$1.6K
50	Rosenberg Matthew Hamilton unchanged	Shares	0	-$536	$2.0K

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