Filing Research | AN - AutoNation Inc Institutional Holdings

Snapshot holdings

50 / 110 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	187.0KSH	$34.7M
2	GREATMARK INVESTMENT PARTNERS, INC.	Shares	168.0KSH	$31.2M
3	INVESTMENT HOUSE LLC	Shares	45.7KSH	$8.9M
4	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	28.1KSH	$5.2M
5	HCR Wealth Advisors	Shares	24.3KSH	$4.5M
6	Grove Bank & Trust	Shares	19.0KSH	$3.5M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.1KSH	$3.3M
8	Assenagon Asset Management S.A.	Shares	16.2KSH	$3.0M
9	VISION FINANCIAL MARKETS LLC	Shares	14.4KSH	$2.7M
10	QRG CAPITAL MANAGEMENT, INC.	Shares	12.1KSH	$2.3M
11	Police & Firemen's Retirement System of New Jersey	Shares	10.8KSH	$2.0M
12	Oak Thistle LLC	Shares	10.4KSH	$1.9M
13	Davis Capital Management	Shares	9.6KSH	$1.8M
14	Elser Financial Planning, Inc	Shares	6.7KSH	$1.6M
15	IVC Wealth Advisors LLC	Shares	8.5KSH	$1.6M
16	Y-Intercept (Hong Kong) Ltd	Shares	8.0KSH	$1.5M
17	Merit Financial Group, LLC	Shares	7.7KSH	$1.4M
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.6KSH	$1.4M
19	Louisiana State Employees Retirement System	Shares	7.3KSH	$1.4M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.0KSH	$1.1M
21	Marshall Financial Group, LLC	Shares	6.0KSH	$1.1M
22	NorthCrest Asset Manangement, LLC	Shares	5.3KSH	$1.0M
23	SANDERS MORRIS HARRIS LLC	Shares	5.0KSH	$929.0K
24	Crewe Advisors LLC	Shares	4.8KSH	$884.5K
25	Perpetual Ltd	Shares	4.1KSH	$765.5K
26	Sivia Capital Partners, LLC	Shares	4.0KSH	$747.2K
27	Blue Trust, Inc.	Shares	3.7KSH	$691.5K
28	Cottage Street Advisors LLC	Shares	3.7KSH	$687.4K
29	VISIONARY HORIZONS, LLC	Shares	3.1KSH	$580.2K
30	MITCHELL SINKLER & STARR/PA	Shares	2.9KSH	$537.1K
31	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	2.7KSH	$495.9K
32	Cornerstone Wealth Management, LLC	Shares	2.6KSH	$479.5K
33	Composition Wealth, LLC	Shares	2.5KSH	$460.1K
34	Legacy Advisory Services, LLC	Shares	2.5KSH	$455.6K
35	Crumly & Associates Inc.	Shares	2.4KSH	$453.1K
36	OLD NATIONAL BANCORP /IN/	Shares	2.4KSH	$437.0K
37	SECURIAN ASSET MANAGEMENT, INC	Shares	1.9KSH	$389.6K
38	EverSource Wealth Advisors, LLC	Shares	1.9KSH	$361.4K
39	Compton Wealth Advisory Group, LLC	Shares	1.9KSH	$354.5K
40	SIGNATUREFD, LLC	Shares	1.7KSH	$316.0K
41	Marathon Mission, Inc.	Shares	1.7KSH	$312.1K
42	Central Pacific Bank - Trust Division	Shares	1.6KSH	$297.3K
43	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.6KSH	$288.0K
44	Leisure Capital Management	Shares	1.5KSH	$285.4K
45	Abacus Planning Group, Inc.	Shares	1.5KSH	$285.0K
46	LANARK FINANCIAL, INC.	Shares	1.4KSH	$261.2K
47	Baker Ellis Asset Management LLC	Shares	1.4KSH	$260.1K
48	WADDELL & ASSOCIATES, LLC	Shares	1.4KSH	$259.7K
49	Sequoia Financial Advisors, LLC	Shares	1.4KSH	$255.8K
50	SPWM Advisors LLC	Shares	1.2KSH	$248.5K

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

50 / 115 loaded

#		Instrument
1	Oak Thistle LLC new	Shares	+10.4K	+$1.9M	$1.9M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+8.0K	+$1.5M	$1.5M
3	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+14.1K	+$985.5K	$34.7M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.2K	+$801.8K	$3.3M
5	Cornerstone Wealth Management, LLC new	Shares	+2.6K	+$479.5K	$479.5K
6	Composition Wealth, LLC new	Shares	+2.5K	+$460.1K	$460.1K
7	WADDELL & ASSOCIATES, LLC new	Shares	+1.4K	+$259.7K	$259.7K
8	Sequoia Financial Advisors, LLC new	Shares	+1.4K	+$255.8K	$255.8K
9	Envestnet Portfolio Solutions, Inc. new	Shares	+1.1K	+$207.3K	$207.3K
10	NorthCrest Asset Manangement, LLC added	Shares	+1.1K	+$179.6K	$1.0M
11	Merit Financial Group, LLC added	Shares	+1.2K	+$164.2K	$1.4M
12	Curated Wealth Partners LLC new	Shares	+45.4K	+$120.4K	$120.4K
13	Community Financial Services Group, LLC new	Shares	+586	+$108.0K	$108.0K
14	Marshall Financial Group, LLC added	Shares	+794	+$98.3K	$1.1M
15	IFP Advisors, Inc added	Shares	+537	+$94.4K	$205.9K
16	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.1K	+$92.6K	$2.3M
17	MITCHELL SINKLER & STARR/PA added	Shares	+470	+$64.4K	$537.1K
18	HM PAYSON & CO added	Shares	+140	+$24.7K	$52.0K
19	Davis Capital Management added	Shares	+575	+$20.9K	$1.8M
20	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$19.8K	$389.6K
21	Fortitude Family Office, LLC added	Shares	+96	+$17.5K	$24.9K
22	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+119	+$14.8K	$165.2K
23	SPWM Advisors LLC unchanged	Shares	0	+$12.5K	$248.5K
24	Global X Japan Co., Ltd. new	Shares	+56	+$10.4K	$10.4K
25	True Wealth Design, LLC added	Shares	+77	+$9.9K	$101.3K
26	Activest Wealth Management added	Shares	+34	+$6.3K	$6.3K
27	SJS Investment Consulting Inc. added	Shares	+30	+$5.2K	$13.6K
28	Wedmont Private Capital added	Shares	+25	+$3.7K	$218.7K
29	Sachetta, LLC added	Shares	+17	+$3.1K	$4.3K
30	Creative Capital Management Investments LLC new	Shares	+16	+$3.0K	$3.0K
31	High Note Wealth, LLC new	Shares	+12	+$2.2K	$2.2K
32	LRI Investments, LLC new	Shares	+4	+$743	$743
33	Hughes Financial Services, LLC added	Shares	+4	+$734	$929
34	GAMMA Investing LLC added	Shares	+37	+$520	$131.5K
35	Wealth Enhancement Trust Services, Inc. new	Shares	+1	+$186	$186
36	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	0	+$86	$86
37	Valued Wealth Advisors LLC added	Shares	+1	+$82	$2.2K
38	Cordant, Inc. new	Shares	0	+$67	$67
39	INVESTMENT HOUSE LLC unchanged	Shares	0	$0	$8.9M
40	CX Institutional unchanged	Shares	0	-$1	$2
41	GHP Investment Advisors, Inc. unchanged	Shares	0	-$10	$186
42	Matrix Trust Co exited	Shares	-110	-$21	$0
43	TFC Financial Management, Inc. unchanged	Shares	0	-$38	$744
44	State of Alaska, Department of Revenue trimmed	Shares	-138	-$51	$456
45	Cromwell Holdings LLC unchanged	Shares	0	-$57	$1.1K
46	Marquette Asset Management, LLC unchanged	Shares	0	-$104	$2.0K
47	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$132	$2.6K
48	Handelsbanken Fonder AB trimmed	Shares	-300	-$155	$1.9K
49	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$171	$3.3K
50	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$198	$3.9K

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