Filing Research | ASB - ASSOCIATED BANC-CORP Institutional Holdings

Snapshot holdings

50 / 80 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	1.0MSH	$30.9M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	176.9KSH	$5.4M
3	Legacy Private Trust Co.	Shares	176.2KSH	$5.4M
4	Vest Financial, LLC	Shares	140.3KSH	$4.3M
5	EASTERLY INVESTMENT PARTNERS LLC	Shares	136.6KSH	$4.2M
6	Covea Finance	Shares	122.3KSH	$3.8M
7	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	109.0KSH	$3.4M
8	RIA Advisory Group LLC	Shares	89.8KSH	$2.8M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	88.6KSH	$2.5M
10	Gradient Investments LLC	Shares	77.3KSH	$2.4M
11	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	66.6KSH	$2.0M
12	Y-Intercept (Hong Kong) Ltd	Shares	57.0KSH	$1.8M
13	BURNEY CO/	Shares	56.7KSH	$1.7M
14	Louisiana State Employees Retirement System	Shares	47.8KSH	$1.5M
15	Police & Firemen's Retirement System of New Jersey	Shares	45.5KSH	$1.4M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	44.6KSH	$1.4M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	39.1KSH	$1.2M
18	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	36.5KSH	$1.1M
19	HENNESSY ADVISORS INC	Shares	33.0KSH	$1.0M
20	Sequoia Financial Advisors, LLC	Shares	23.4KSH	$719.7K
21	Merit Financial Group, LLC	Shares	20.5KSH	$631.8K
22	Sivia Capital Partners, LLC	Shares	19.8KSH	$608.4K
23	Avior Wealth Management, LLC	Shares	14.9KSH	$457.6K
24	Abacus Wealth Partners, LLC	Shares	14.1KSH	$432.9K
25	GAMMA Investing LLC	Shares	13.8KSH	$423.9K
26	SECURIAN ASSET MANAGEMENT, INC	Shares	12.1KSH	$378.4K
27	MBE Wealth Management, LLC	Shares	12.2KSH	$374.7K
28	Poehling Capital Management, INC.	Shares	11.6KSH	$356.8K
29	Financial Perspectives, Inc	Shares	10.4KSH	$320.1K
30	Prodigy Asset Management LLC	Shares	10.2KSH	$315.0K
31	GREENLEAF TRUST	Shares	10.0KSH	$307.3K
32	QRG CAPITAL MANAGEMENT, INC.	Shares	10.0KSH	$306.6K
33	Crossmark Global Holdings, Inc.	Shares	9.6KSH	$293.9K
34	J.W. COLE ADVISORS, INC.	Shares	9.3KSH	$285.6K
35	Shakespeare Wealth Management, LLC	Shares	8.6KSH	$263.2K
36	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.4KSH	$258.1K
37	McGlone Suttner Wealth Management, Inc.	Shares	8.2KSH	$252.1K
38	NorthCrest Asset Manangement, LLC	Shares	7.7KSH	$234.7K
39	CV Advisors LLC	Shares	7.0KSH	$215.4K
40	EXCHANGE TRADED CONCEPTS, LLC	Shares	6.0KSH	$185.3K
41	LANARK FINANCIAL, INC.	Shares	5.6KSH	$171.7K
42	IFP Advisors, Inc	Shares	3.6KSH	$112.3K
43	Versant Capital Management, Inc	Shares	3.6KSH	$111.1K
44	FIRST HORIZON CORP	Shares	2.8KSH	$85.9K
45	Farther Finance Advisors, LLC	Shares	2.7KSH	$82.7K
46	SIGNATUREFD, LLC	Shares	2.6KSH	$79.6K
47	Crews Bank & Trust	Shares	1.7KSH	$52.3K
48	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$45.4K
49	STEPH & CO	Shares	1.2KSH	$36.0K
50	Ares Financial Consulting, LLC	Shares	1.1KSH	$32.6K

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

50 / 86 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+1.0M	+$30.9M	$30.9M
2	Vest Financial, LLC added	Shares	+68.5K	+$2.5M	$4.3M
3	WEDGE CAPITAL MANAGEMENT L L P/NC new	Shares	+66.6K	+$2.0M	$2.0M
4	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+29.5K	+$1.5M	$4.2M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+35.1K	+$1.1M	$2.5M
6	Sivia Capital Partners, LLC new	Shares	+19.8K	+$608.4K	$608.4K
7	Covea Finance unchanged	Shares	0	+$600.5K	$3.8M
8	Gradient Investments LLC added	Shares	+8.0K	+$586.7K	$2.4M
9	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI trimmed	Shares	-416	+$524.6K	$3.4M
10	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-15.4K	+$469.8K	$5.4M
11	Avior Wealth Management, LLC new	Shares	+14.9K	+$457.6K	$457.6K
12	RIA Advisory Group LLC unchanged	Shares	0	+$441.2K	$2.8M
13	Poehling Capital Management, INC. new	Shares	+11.6K	+$356.8K	$356.8K
14	Prodigy Asset Management LLC new	Shares	+10.2K	+$315.0K	$315.0K
15	BURNEY CO/ added	Shares	+458	+$290.2K	$1.7M
16	Louisiana State Employees Retirement System added	Shares	+400	+$245.0K	$1.5M
17	NorthCrest Asset Manangement, LLC new	Shares	+7.7K	+$234.7K	$234.7K
18	Merit Financial Group, LLC added	Shares	+4.8K	+$225.4K	$631.8K
19	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$223.5K	$1.4M
20	CV Advisors LLC new	Shares	+7.0K	+$215.4K	$215.4K
21	GAMMA Investing LLC added	Shares	+5.2K	+$202.5K	$423.9K
22	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$179.0K	$1.1M
23	Sequoia Financial Advisors, LLC added	Shares	+1.5K	+$153.0K	$719.7K
24	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.9K	+$143.4K	$1.2M
25	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-3.1K	+$138.4K	$1.4M
26	HENNESSY ADVISORS INC trimmed	Shares	-2.0K	+$110.3K	$1.0M
27	IFP Advisors, Inc added	Shares	+2.3K	+$76.3K	$112.3K
28	QRG CAPITAL MANAGEMENT, INC. added	Shares	+992	+$74.6K	$306.6K
29	SECURIAN ASSET MANAGEMENT, INC added	Shares	+15	+$66.6K	$378.4K
30	MBE Wealth Management, LLC unchanged	Shares	0	+$59.8K	$374.7K
31	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+931	+$53.6K	$185.3K
32	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+314	+$49.3K	$258.1K
33	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$46.9K	$293.9K
34	J.W. COLE ADVISORS, INC. added	Shares	+46	+$46.8K	$285.6K
35	GREENLEAF TRUST trimmed	Shares	-99	+$46.5K	$307.3K
36	Shakespeare Wealth Management, LLC added	Shares	+127	+$45.3K	$263.2K
37	FIRST HORIZON CORP added	Shares	+953	+$38.4K	$85.9K
38	Financial Perspectives, Inc trimmed	Shares	-524	+$37.5K	$320.1K
39	McGlone Suttner Wealth Management, Inc. trimmed	Shares	-276	+$33.1K	$252.1K
40	SIGNATUREFD, LLC added	Shares	+586	+$27.9K	$79.6K
41	LANARK FINANCIAL, INC. unchanged	Shares	0	+$27.4K	$171.7K
42	Versant Capital Management, Inc unchanged	Shares	0	+$17.7K	$111.1K
43	Farther Finance Advisors, LLC added	Shares	+157	+$16.5K	$82.7K
44	SJS Investment Consulting Inc. added	Shares	+397	+$12.3K	$13.0K
45	Fortitude Family Office, LLC added	Shares	+355	+$11.5K	$14.7K
46	EverSource Wealth Advisors, LLC added	Shares	+71	+$9.1K	$45.4K
47	Crews Bank & Trust unchanged	Shares	0	+$8.3K	$52.3K
48	SBI Securities Co., Ltd. added	Shares	+219	+$6.9K	$8.0K
49	True Wealth Design, LLC added	Shares	+164	+$5.8K	$10.1K
50	STEPH & CO unchanged	Shares	0	+$5.7K	$36.0K

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