Filing Research | ARMK - ARAMARK Institutional Holdings

Snapshot holdings

50 / 95 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	151.9KSH	$7.8M
2	Reliant Investment Management, LLC	Shares	123.0KSH	$7.0M
3	Police & Firemen's Retirement System of New Jersey	Shares	117.5KSH	$6.7M
4	Louisiana State Employees Retirement System	Shares	76.9KSH	$4.4M
5	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	75.3KSH	$4.3M
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	63.0KSH	$3.6M
7	Abacus Planning Group, Inc.	Shares	51.5KSH	$2.9M
8	Sarasin & Partners LLP	Shares	40.0KSH	$2.3M
9	Merit Financial Group, LLC	Shares	35.3KSH	$2.0M
10	GAMMA Investing LLC	Shares	23.1KSH	$1.3M
11	SECURIAN ASSET MANAGEMENT, INC	Shares	19.4KSH	$1.1M
12	NorthCrest Asset Manangement, LLC	Shares	17.1KSH	$989.4K
13	MOODY NATIONAL BANK TRUST DIVISION	Shares	17.3KSH	$982.9K
14	Crossmark Global Holdings, Inc.	Shares	16.2KSH	$922.6K
15	DIVERSIFIED MANAGEMENT INC	Shares	13.8KSH	$784.7K
16	QRG CAPITAL MANAGEMENT, INC.	Shares	13.6KSH	$773.2K
17	Avior Wealth Management, LLC	Shares	13.4KSH	$759.7K
18	GATEWAY INVESTMENT ADVISERS LLC	Shares	10.4KSH	$591.7K
19	WADDELL & ASSOCIATES, LLC	Shares	9.2KSH	$525.9K
20	EverSource Wealth Advisors, LLC	Shares	8.5KSH	$481.0K
21	Sequoia Financial Advisors, LLC	Shares	7.8KSH	$441.3K
22	BENJAMIN EDWARDS INC	Shares	6.8KSH	$386.8K
23	Fifth Third Wealth Advisors LLC	Shares	6.5KSH	$368.3K
24	ZWJ INVESTMENT COUNSEL INC	Shares	6.5KSH	$367.6K
25	Cadent Capital Advisors, LLC	Shares	6.5KSH	$367.5K
26	Thrive Wealth Management, LLC	Shares	6.3KSH	$356.3K
27	Net Worth Advisory Group	Shares	5.8KSH	$327.4K
28	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.7KSH	$327.1K
29	Farther Finance Advisors, LLC	Shares	5.7KSH	$325.3K
30	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	5.6KSH	$320.8K
31	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.5KSH	$313.6K
32	Ballentine Partners, LLC	Shares	5.0KSH	$282.2K
33	Abundance Wealth Counselors	Shares	4.5KSH	$257.1K
34	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	4.4KSH	$253.0K
35	Rosenberg Matthew Hamilton	Shares	4.4KSH	$250.5K
36	Optas, LLC	Shares	4.2KSH	$238.6K
37	DRIVE WEALTH MANAGEMENT, LLC	Shares	4.1KSH	$235.9K
38	RIVERSEDGE ADVISORS, LLC	Shares	4.1KSH	$234.4K
39	STEPH & CO	Shares	4.1KSH	$232.2K
40	GENESIS PRIVATE WEALTH, LLC	Shares	3.8KSH	$216.8K
41	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.8KSH	$214.7K
42	AA Financial Advisors, LLC	Shares	3.7KSH	$211.0K
43	Intrua Financial, LLC	Shares	3.7KSH	$209.9K
44	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	3.5KSH	$201.3K
45	Versant Capital Management, Inc	Shares	3.4KSH	$191.9K
46	Intesa Sanpaolo Wealth Management	Shares	2.6KSH	$147.5K
47	Davis Capital Management	Shares	2.2KSH	$125.7K
48	SIGNATUREFD, LLC	Shares	1.7KSH	$98.3K
49	IFP Advisors, Inc	Shares	1.6KSH	$89.0K
50	Blue Trust, Inc.	Shares	1.4KSH	$81.2K

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

50 / 101 loaded

#		Instrument
1	Reliant Investment Management, LLC new	Shares	+123.0K	+$7.0M	$7.0M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+14.3K	+$2.5M	$7.8M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+7.3K	+$2.2M	$6.7M
4	Louisiana State Employees Retirement System added	Shares	+700	+$1.3M	$4.4M
5	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-4.7K	+$1.0M	$4.3M
6	GAMMA Investing LLC added	Shares	+15.3K	+$998.0K	$1.3M
7	MOODY NATIONAL BANK TRUST DIVISION new	Shares	+17.3K	+$982.9K	$982.9K
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.9K	+$912.2K	$3.6M
9	Abacus Planning Group, Inc. added	Shares	+21	+$844.2K	$2.9M
10	Merit Financial Group, LLC trimmed	Shares	-1.6K	+$513.6K	$2.0M
11	NorthCrest Asset Manangement, LLC added	Shares	+3.4K	+$406.5K	$989.4K
12	ZWJ INVESTMENT COUNSEL INC new	Shares	+6.5K	+$367.6K	$367.6K
13	SECURIAN ASSET MANAGEMENT, INC added	Shares	+25	+$315.3K	$1.1M
14	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+3.2K	+$300.2K	$591.7K
15	Ballentine Partners, LLC new	Shares	+5.0K	+$282.2K	$282.2K
16	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$265.3K	$922.6K
17	Abundance Wealth Counselors new	Shares	+4.5K	+$257.1K	$257.1K
18	QRG CAPITAL MANAGEMENT, INC. added	Shares	+853	+$256.9K	$773.2K
19	Optas, LLC new	Shares	+4.2K	+$238.6K	$238.6K
20	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+4.1K	+$235.9K	$235.9K
21	RIVERSEDGE ADVISORS, LLC new	Shares	+4.1K	+$234.4K	$234.4K
22	GENESIS PRIVATE WEALTH, LLC new	Shares	+3.8K	+$216.8K	$216.8K
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+3.8K	+$214.7K	$214.7K
24	AA Financial Advisors, LLC new	Shares	+3.7K	+$211.0K	$211.0K
25	Intrua Financial, LLC new	Shares	+3.7K	+$209.9K	$209.9K
26	NORTHWEST WEALTH MANAGEMENT, LLC new	Shares	+3.5K	+$201.3K	$201.3K
27	Versant Capital Management, Inc added	Shares	+3.1K	+$180.5K	$191.9K
28	WADDELL & ASSOCIATES, LLC added	Shares	+40	+$152.8K	$525.9K
29	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+1.7K	+$140.2K	$253.0K
30	Sequoia Financial Advisors, LLC added	Shares	+163	+$133.5K	$441.3K
31	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+893	+$130.3K	$327.1K
32	BENJAMIN EDWARDS INC added	Shares	+418	+$128.2K	$386.8K
33	Davis Capital Management added	Shares	+2.2K	+$124.2K	$125.7K
34	Fifth Third Wealth Advisors LLC added	Shares	+29	+$107.1K	$368.3K
35	Cadent Capital Advisors, LLC unchanged	Shares	0	+$105.7K	$367.5K
36	Thrive Wealth Management, LLC trimmed	Shares	-10	+$102.0K	$356.3K
37	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+60	+$92.6K	$313.6K
38	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	+$92.2K	$320.8K
39	Farther Finance Advisors, LLC added	Shares	+146	+$91.5K	$325.3K
40	EverSource Wealth Advisors, LLC trimmed	Shares	-1.2K	+$87.8K	$481.0K
41	Net Worth Advisory Group trimmed	Shares	-384	+$78.6K	$327.4K
42	Rosenberg Matthew Hamilton unchanged	Shares	0	+$72.0K	$250.5K
43	STEPH & CO trimmed	Shares	-16	+$66.1K	$232.2K
44	Intesa Sanpaolo Wealth Management added	Shares	+24	+$43.4K	$147.5K
45	ELEVATION WEALTH PARTNERS, LLC added	Shares	+597	+$34.3K	$35.2K
46	True Wealth Design, LLC added	Shares	+119	+$27.2K	$77.8K
47	SIGNATUREFD, LLC trimmed	Shares	-223	+$19.2K	$98.3K
48	IFP Advisors, Inc trimmed	Shares	-250	+$15.5K	$89.0K
49	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$13.0K	$45.3K
50	Activest Wealth Management unchanged	Shares	0	+$12.0K	$41.8K

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