Filing Research | AORT - ARTIVION INC Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	1.6MSH	$36.5M
2	YARGER WEALTH STRATEGIES, LLC	Shares	634.2KSH	$15.3M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	58.8KSH	$1.3M
4	Y-Intercept (Hong Kong) Ltd	Shares	26.7KSH	$600.7K
5	Louisiana State Employees Retirement System	Shares	18.7KSH	$420.2K
6	JOHNSON INVESTMENT COUNSEL INC	Shares	13.7KSH	$307.0K
7	Police & Firemen's Retirement System of New Jersey	Shares	13.5KSH	$303.1K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.4KSH	$257.1K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	10.1KSH	$227.6K
10	Atlatl Advisers LLC	Shares	6.9KSH	$155.5K
11	SALEM INVESTMENT COUNSELORS INC	Shares	5.6KSH	$125.8K
12	Spire Wealth Management	Shares	4.1KSH	$92.9K
13	GAMMA Investing LLC	Shares	2.4KSH	$52.9K
14	Versant Capital Management, Inc	Shares	1.5KSH	$34.5K
15	JNBA Financial Advisors	Shares	750SH	$16.9K
16	FIRST HORIZON CORP	Shares	401SH	$9.0K
17	Allied Private Wealth LLC	Shares	334SH	$7.9K
18	Farther Finance Advisors, LLC	Shares	329SH	$7.4K
19	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	300SH	$6.7K
20	SIGNATUREFD, LLC	Shares	168SH	$3.8K
21	Community Financial Services Group, LLC	Shares	144SH	$3.4K
22	SJS Investment Consulting Inc.	Shares	138SH	$3.1K
23	EverSource Wealth Advisors, LLC	Shares	125SH	$2.8K
24	AMERICAN NATIONAL BANK & TRUST	Shares	102SH	$2.3K
25	MassMutual Private Wealth & Trust, FSB	Shares	64SH	$1.4K
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	59.6KSH	$1.3K
27	JFS WEALTH ADVISORS, LLC	Shares	37SH	$832
28	IFP Advisors, Inc	Shares	24SH	$539
29	FARMERS & MERCHANTS INVESTMENTS INC	Shares	23SH	$517
30	SBI Securities Co., Ltd.	Shares	22SH	$494
31	State of Alaska, Department of Revenue	Shares	19.9KSH	$445
32	AMALGAMATED BANK	Shares	11.5KSH	$258
33	CoreCap Advisors, LLC	Shares	7SH	$157
34	Davis Capital Management	Shares	2SH	$45
35	GHP Investment Advisors, Inc.	Shares	2SH	$45

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

43 / 43 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+26.7K	+$600.7K	$600.7K
2	JOHNSON INVESTMENT COUNSEL INC new	Shares	+13.7K	+$307.0K	$307.0K
3	Spire Wealth Management new	Shares	+4.1K	+$92.9K	$92.9K
4	Farther Finance Advisors, LLC added	Shares	+214	+$3.5K	$7.4K
5	Community Financial Services Group, LLC new	Shares	+144	+$3.4K	$3.4K
6	SJS Investment Consulting Inc. new	Shares	+138	+$3.1K	$3.1K
7	MassMutual Private Wealth & Trust, FSB new	Shares	+64	+$1.4K	$1.4K
8	EverSource Wealth Advisors, LLC added	Shares	+50	+$61	$2.8K
9	Davis Capital Management new	Shares	+2	+$45	$45
10	GHP Investment Advisors, Inc. unchanged	Shares	0	-$29	$45
11	GILPIN WEALTH MANAGEMENT, LLC exited	Shares	-3	-$110	$0
12	Hughes Financial Services, LLC exited	Shares	-3	-$110	$0
13	JFS WEALTH ADVISORS, LLC added	Shares	+10	-$157	$832
14	AMALGAMATED BANK trimmed	Shares	-632	-$186	$258
15	SBI Securities Co., Ltd. unchanged	Shares	0	-$312	$494
16	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$325	$517
17	IFP Advisors, Inc unchanged	Shares	0	-$340	$539
18	State of Alaska, Department of Revenue trimmed	Shares	-6.6K	-$524	$445
19	True Wealth Design, LLC exited	Shares	-16	-$586	$0
20	SIGNATUREFD, LLC added	Shares	+48	-$619	$3.8K
21	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.4K	-$793	$1.3K
22	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	-$1.4K	$2.3K
23	CoreCap Advisors, LLC trimmed	Shares	-43	-$1.7K	$157
24	Versant Capital Management, Inc added	Shares	+543	-$1.8K	$34.5K
25	HAGER INVESTMENT MANAGEMENT SERVICES, LLC unchanged	Shares	0	-$4.2K	$6.7K
26	Sound Income Strategies, LLC exited	Shares	-201	-$6.9K	$0
27	JNBA Financial Advisors unchanged	Shares	0	-$10.6K	$16.9K
28	FIRST HORIZON CORP trimmed	Shares	-977	-$41.5K	$9.0K
29	GAMMA Investing LLC trimmed	Shares	-340	-$45.8K	$52.9K
30	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$79.2K	$125.8K
31	Police & Firemen's Retirement System of New Jersey added	Shares	+2.1K	-$113.4K	$303.1K
32	Atlatl Advisers LLC trimmed	Shares	-475	-$115.3K	$155.5K
33	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-282	-$153.7K	$227.6K
34	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+116	-$157.7K	$257.1K
35	RiverPark Advisors, LLC exited	Shares	-6.5K	-$236.8K	$0
36	JAMES INVESTMENT RESEARCH, INC. exited	Shares	-7.0K	-$255.3K	$0
37	Louisiana State Employees Retirement System unchanged	Shares	0	-$264.6K	$420.2K
38	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+12.5K	-$375.4K	$1.3M
39	CONGRESS ASSET MANAGEMENT CO exited	Shares	-127.1K	-$4.7M	$0
40	WASATCH ADVISORS LP exited	Shares	-156.4K	-$5.7M	$0
41	Conestoga Capital Advisors, LLC added	Shares	+448.3K	-$6.6M	$36.5M
42	YARGER WEALTH STRATEGIES, LLC unchanged	Shares	0	-$7.9M	$15.3M
43	PEREGRINE CAPITAL MANAGEMENT LLC exited	Shares	-342.8K	-$12.6M	$0