Filing Research | ANDE - ANDERSONS INC Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	69.3KSH	$4.7M
2	SJS Investment Consulting Inc.	Shares	43.6KSH	$3.0M
3	Y-Intercept (Hong Kong) Ltd	Shares	40.7KSH	$2.8M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	29.4KSH	$2.0M
5	SummerHaven Investment Management, LLC	Shares	20.6KSH	$1.4M
6	BURNEY CO/	Shares	20.4KSH	$1.4M
7	NorthCrest Asset Manangement, LLC	Shares	14.6KSH	$1.0M
8	Louisiana State Employees Retirement System	Shares	14.8KSH	$1.0M
9	Ellsworth Advisors, LLC	Shares	13.3KSH	$1.0M
10	JAMES INVESTMENT RESEARCH, INC.	Shares	13.9KSH	$952.8K
11	SIERRA SUMMIT ADVISORS LLC	Shares	13.0KSH	$886.9K
12	Avior Wealth Management, LLC	Shares	11.6KSH	$790.6K
13	Hennion & Walsh Asset Management, Inc.	Shares	10.9KSH	$742.5K
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	10.5KSH	$717.9K
15	Police & Firemen's Retirement System of New Jersey	Shares	9.9KSH	$676.5K
16	Artemis Investment Management LLP	Shares	9.2KSH	$628.5K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.0KSH	$547.2K
18	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	6.4KSH	$440.2K
19	Crossmark Global Holdings, Inc.	Shares	4.9KSH	$335.6K
20	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	4.5KSH	$310.4K
21	Baker Ellis Asset Management LLC	Shares	4.5KSH	$307.8K
22	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	3.8KSH	$259.8K
23	QRG CAPITAL MANAGEMENT, INC.	Shares	3.4KSH	$235.1K
24	TRUST CO OF TOLEDO NA /OH/	Shares	3.1KSH	$211.4K
25	D.A. DAVIDSON & CO.	Shares	3.0KSH	$205.4K
26	GAMMA Investing LLC	Shares	1.4KSH	$95.4K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.6KSH	$87.6K
28	EverSource Wealth Advisors, LLC	Shares	798SH	$54.6K
29	Versant Capital Management, Inc	Shares	744SH	$50.9K
30	Financial Management Professionals, Inc.	Shares	596SH	$40.8K
31	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	556SH	$38.0K
32	Farther Finance Advisors, LLC	Shares	482SH	$33.1K
33	SIGNATUREFD, LLC	Shares	118SH	$8.1K
34	SBI Securities Co., Ltd.	Shares	82SH	$5.6K
35	IFP Advisors, Inc	Shares	65SH	$4.4K
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	50.0KSH	$3.4K
37	Valued Wealth Advisors LLC	Shares	48SH	$3.3K
38	High Note Wealth, LLC	Shares	37SH	$2.5K
39	Torren Management, LLC	Shares	33SH	$2.3K
40	FARMERS & MERCHANTS INVESTMENTS INC	Shares	20SH	$1.4K
41	State of Alaska, Department of Revenue	Shares	12.4KSH	$848
42	Retirement Wealth Solutions LLC	Shares	11SH	$753
43	AMALGAMATED BANK	Shares	9.1KSH	$619
44	GILPIN WEALTH MANAGEMENT, LLC	Shares	6SH	$411
45	Cedar Mountain Advisors, LLC	Shares	6SH	$410
46	JFS WEALTH ADVISORS, LLC	Shares	5SH	$342
47	Davis Capital Management	Shares	2SH	$137
48	Hughes Financial Services, LLC	Shares	2SH	$137
49	TFC Financial Management, Inc.	Shares	1SH	$69
50	Capital Advisors, Ltd. LLC	Shares	86SH	$6

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

50 / 54 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+40.7K	+$2.8M	$2.8M
2	BURNEY CO/ new	Shares	+20.4K	+$1.4M	$1.4M
3	Ellsworth Advisors, LLC new	Shares	+13.3K	+$1.0M	$1.0M
4	SIERRA SUMMIT ADVISORS LLC new	Shares	+13.0K	+$886.9K	$886.9K
5	Artemis Investment Management LLP new	Shares	+9.2K	+$628.5K	$628.5K
6	Crossmark Global Holdings, Inc. new	Shares	+4.9K	+$335.6K	$335.6K
7	HIGHLAND CAPITAL MANAGEMENT, LLC new	Shares	+4.5K	+$310.4K	$310.4K
8	CONTRAVISORY INVESTMENT MANAGEMENT, INC. new	Shares	+3.8K	+$259.8K	$259.8K
9	Hennion & Walsh Asset Management, Inc. added	Shares	+3.7K	+$226.6K	$742.5K
10	JAMES INVESTMENT RESEARCH, INC. added	Shares	+2.3K	+$120.2K	$952.8K
11	SJS Investment Consulting Inc. added	Shares	+3.6K	+$109.1K	$3.0M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+412	+$45.9K	$87.6K
13	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new	Shares	+556	+$38.0K	$38.0K
14	Police & Firemen's Retirement System of New Jersey added	Shares	+846	+$27.3K	$676.5K
15	EverSource Wealth Advisors, LLC added	Shares	+379	+$24.5K	$54.6K
16	SIGNATUREFD, LLC added	Shares	+40	+$2.5K	$8.1K
17	Valued Wealth Advisors LLC added	Shares	+10	+$556	$3.3K
18	JFS WEALTH ADVISORS, LLC new	Shares	+5	+$342	$342
19	Davis Capital Management new	Shares	+2	+$137	$137
20	Hughes Financial Services, LLC new	Shares	+2	+$137	$137
21	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$6
22	TFC Financial Management, Inc. unchanged	Shares	0	-$3	$69
23	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$20	$411
24	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$21	$410
25	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$68	$1.4K
26	AMALGAMATED BANK trimmed	Shares	-587	-$73	$619
27	Torren Management, LLC unchanged	Shares	0	-$112	$2.3K
28	High Note Wealth, LLC unchanged	Shares	0	-$125	$2.5K
29	Retirement Wealth Solutions LLC trimmed	Shares	-2	-$181	$753
30	IFP Advisors, Inc unchanged	Shares	0	-$220	$4.4K
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-1.2K	-$258	$3.4K
32	State of Alaska, Department of Revenue trimmed	Shares	-5.5K	-$436	$848
33	SBI Securities Co., Ltd. trimmed	Shares	-3	-$492	$5.6K
34	Financial Management Professionals, Inc. added	Shares	+1	-$1.9K	$40.8K
35	Versant Capital Management, Inc unchanged	Shares	0	-$2.5K	$50.9K
36	GAMMA Investing LLC added	Shares	+17	-$3.5K	$95.4K
37	Farther Finance Advisors, LLC trimmed	Shares	-28	-$4.0K	$33.1K
38	QRG CAPITAL MANAGEMENT, INC. added	Shares	+70	-$6.6K	$235.1K
39	D.A. DAVIDSON & CO. added	Shares	+3	-$9.9K	$205.4K
40	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$10.4K	$211.4K
41	Sound Income Strategies, LLC exited	Shares	-151	-$11.0K	$0
42	Baker Ellis Asset Management LLC unchanged	Shares	0	-$15.2K	$307.8K
43	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	-$21.8K	$440.2K
44	NorthCrest Asset Manangement, LLC added	Shares	+14	-$34.4K	$1.0M
45	Avior Wealth Management, LLC unchanged	Shares	0	-$39.1K	$790.6K
46	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-308	-$49.1K	$547.2K
47	Louisiana State Employees Retirement System trimmed	Shares	-100	-$57.2K	$1.0M
48	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-337	-$59.7K	$717.9K
49	CFG Wealth Management Services, Inc. exited	Shares	-913	-$65.5K	$0
50	SummerHaven Investment Management, LLC unchanged	Shares	0	-$69.6K	$1.4M

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