Filing Research | ASH - ASHLAND INC Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	Oak Thistle LLC	Shares	52.4KSH	$3.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	54.8KSH	$3.4M
3	Police & Firemen's Retirement System of New Jersey	Shares	13.7KSH	$903.2K
4	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.7KSH	$901.4K
5	Louisiana State Employees Retirement System	Shares	13.4KSH	$882.9K
6	Merit Financial Group, LLC	Shares	12.5KSH	$825.2K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	11.0KSH	$722.3K
8	Leisure Capital Management	Shares	8.4KSH	$553.1K
9	Cerro Pacific Wealth Advisors LLC	Shares	6.7KSH	$442.7K
10	Farther Finance Advisors, LLC	Shares	6.6KSH	$437.4K
11	Sivia Capital Partners, LLC	Shares	5.2KSH	$345.0K
12	Hilltop National Bank	Shares	4.8KSH	$315.2K
13	IFP Advisors, Inc	Shares	4.1KSH	$269.1K
14	SECURIAN ASSET MANAGEMENT, INC	Shares	3.4KSH	$233.8K
15	NorthCrest Asset Manangement, LLC	Shares	3.4KSH	$219.4K
16	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.3KSH	$218.4K
17	BENJAMIN EDWARDS INC	Shares	3.3KSH	$217.6K
18	Curated Wealth Partners LLC	Shares	7.2KSH	$212.9K
19	DAVENPORT & Co LLC	Shares	3.1KSH	$201.7K
20	SALEM INVESTMENT COUNSELORS INC	Shares	3.0KSH	$200.2K
21	EverSource Wealth Advisors, LLC	Shares	2.7KSH	$181.1K
22	Independence Bank of Kentucky	Shares	1.3KSH	$87.0K
23	GAMMA Investing LLC	Shares	1.0KSH	$66.2K
24	True Wealth Design, LLC	Shares	899SH	$59.2K
25	Abound Wealth Management	Shares	791SH	$52.1K
26	CoreCap Advisors, LLC	Shares	604SH	$39.8K
27	Monetary Solutions, Ltd	Shares	370SH	$24.4K
28	MILLER WEALTH ADVISORS, LLC	Shares	7SH	$13.9K
29	Physician Wealth Advisors, Inc.	Shares	181SH	$11.9K
30	Blue Trust, Inc.	Shares	168SH	$11.1K
31	Fortitude Family Office, LLC	Shares	166SH	$10.9K
32	SJS Investment Consulting Inc.	Shares	165SH	$10.9K
33	MassMutual Private Wealth & Trust, FSB	Shares	111SH	$7.3K
34	Key FInancial Inc	Shares	69SH	$4.5K
35	SIGNATUREFD, LLC	Shares	68SH	$4.5K
36	Versant Capital Management, Inc	Shares	67SH	$4.4K
37	Cape Investment Advisory, Inc.	Shares	65SH	$4.3K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	44.0KSH	$2.9K
39	FARMERS & MERCHANTS INVESTMENTS INC	Shares	40SH	$2.6K
40	Dogwood Wealth Management LLC	Shares	37SH	$2.4K
41	Cedar Mountain Advisors, LLC	Shares	36SH	$2.4K
42	ELEVATION WEALTH PARTNERS, LLC	Shares	26SH	$1.7K
43	JFS WEALTH ADVISORS, LLC	Shares	25SH	$1.6K
44	Owl Creek Wealth Partners LLC	Shares	25SH	$1.6K
45	AMALGAMATED BANK	Shares	19.5KSH	$1.3K
46	Creative Capital Management Investments LLC	Shares	19SH	$1.3K
47	Ares Financial Consulting, LLC	Shares	18SH	$1.2K
48	Handelsbanken Fonder AB	Shares	15.4KSH	$1.0K
49	DiNuzzo Private Wealth, Inc.	Shares	10SH	$659
50	Cromwell Holdings LLC	Shares	9SH	$593

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

50 / 66 loaded

#		Instrument
1	Oak Thistle LLC new	Shares	+52.4K	+$3.5M	$3.5M
2	Farther Finance Advisors, LLC added	Shares	+5.9K	+$395.1K	$437.4K
3	Sivia Capital Partners, LLC new	Shares	+5.2K	+$345.0K	$345.0K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-2.5K	+$322.2K	$3.4M
5	NorthCrest Asset Manangement, LLC new	Shares	+3.4K	+$219.4K	$219.4K
6	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+3.3K	+$218.4K	$218.4K
7	Curated Wealth Partners LLC new	Shares	+7.2K	+$212.9K	$212.9K
8	DAVENPORT & Co LLC new	Shares	+3.1K	+$201.7K	$201.7K
9	IFP Advisors, Inc added	Shares	+2.8K	+$197.9K	$269.1K
10	Louisiana State Employees Retirement System added	Shares	+100	+$143.3K	$882.9K
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-829	+$94.5K	$901.4K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-504	+$84.7K	$722.3K
13	Cerro Pacific Wealth Advisors LLC added	Shares	+266	+$83.8K	$442.7K
14	Merit Financial Group, LLC trimmed	Shares	-811	+$83.6K	$825.2K
15	Leisure Capital Management trimmed	Shares	-236	+$73.2K	$553.1K
16	SECURIAN ASSET MANAGEMENT, INC added	Shares	+127	+$51.4K	$233.8K
17	Hilltop National Bank added	Shares	+13	+$49.9K	$315.2K
18	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$31.2K	$200.2K
19	GAMMA Investing LLC added	Shares	+277	+$25.7K	$66.2K
20	MILLER WEALTH ADVISORS, LLC trimmed	Shares	-43	+$11.1K	$13.9K
21	SJS Investment Consulting Inc. added	Shares	+154	+$10.3K	$10.9K
22	Fortitude Family Office, LLC added	Shares	+132	+$9.0K	$10.9K
23	Abound Wealth Management unchanged	Shares	0	+$8.1K	$52.1K
24	Cape Investment Advisory, Inc. new	Shares	+65	+$4.3K	$4.3K
25	Independence Bank of Kentucky trimmed	Shares	-169	+$4.2K	$87.0K
26	Monetary Solutions, Ltd unchanged	Shares	0	+$3.8K	$24.4K
27	Versant Capital Management, Inc added	Shares	+42	+$3.0K	$4.4K
28	Dogwood Wealth Management LLC new	Shares	+37	+$2.4K	$2.4K
29	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$1.9K	$11.9K
30	Blue Trust, Inc. unchanged	Shares	0	+$1.7K	$11.1K
31	Creative Capital Management Investments LLC new	Shares	+19	+$1.3K	$1.3K
32	Key FInancial Inc unchanged	Shares	0	+$709	$4.5K
33	SIGNATUREFD, LLC unchanged	Shares	0	+$704	$4.5K
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.5K	+$535	$2.9K
35	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$412	$2.6K
36	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$370	$2.4K
37	DiNuzzo Private Wealth, Inc. added	Shares	+4	+$325	$659
38	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$268	$1.7K
39	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$257	$1.6K
40	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$257	$1.6K
41	Fruth Investment Management new	Shares	+3.2K	+$210	$210
42	LRI Investments, LLC new	Shares	+3	+$198	$198
43	Ares Financial Consulting, LLC unchanged	Shares	0	+$188	$1.2K
44	Handelsbanken Fonder AB unchanged	Shares	0	+$159	$1.0K
45	AMALGAMATED BANK trimmed	Shares	-1.1K	+$138	$1.3K
46	Financial Management Professionals, Inc. new	Shares	+2	+$132	$132
47	Cromwell Holdings LLC unchanged	Shares	0	+$93	$593
48	State of Alaska, Department of Revenue trimmed	Shares	-107	+$63	$439
49	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$40	$198
50	Bogart Wealth, LLC unchanged	Shares	0	+$31	$198

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