Filing Research | ASIX - ADVANSIX INC Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	SummerHaven Investment Management, LLC	Shares	31.4KSH	$623.9K
2	Y-Intercept (Hong Kong) Ltd	Shares	29.4KSH	$584.8K
3	SHEETS SMITH WEALTH MANAGEMENT	Shares	18.3KSH	$364.1K
4	Curated Wealth Partners LLC	Shares	23.4KSH	$346.1K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27.6KSH	$317.3K
6	NorthCrest Asset Manangement, LLC	Shares	12.2KSH	$243.1K
7	CV Advisors LLC	Shares	10.7KSH	$212.2K
8	Police & Firemen's Retirement System of New Jersey	Shares	7.2KSH	$144.1K
9	Versant Capital Management, Inc	Shares	1.9KSH	$36.8K
10	IFP Advisors, Inc	Shares	863SH	$17.2K
11	Farther Finance Advisors, LLC	Shares	633SH	$12.6K
12	SIGNATUREFD, LLC	Shares	456SH	$9.1K
13	EverSource Wealth Advisors, LLC	Shares	442SH	$8.8K
14	Tradewinds Capital Management, LLC	Shares	400SH	$8.0K
15	Hilltop National Bank	Shares	178SH	$3.5K
16	BIRCHBROOK, INC.	Shares	105SH	$2.1K
17	Key FInancial Inc	Shares	97SH	$1.9K
18	Triumph Capital Management	Shares	90SH	$1.8K
19	Wealth Enhancement Trust Services, Inc.	Shares	82SH	$1.6K
20	CoreCap Advisors, LLC	Shares	75SH	$1.5K
21	SJS Investment Consulting Inc.	Shares	71SH	$1.4K
22	Fruth Investment Management	Shares	61.2KSH	$1.2K
23	ARMSTRONG ADVISORY GROUP, INC	Shares	53SH	$1.1K
24	WEBSTER BANK, N. A.	Shares	51SH	$1.0K
25	MassMutual Private Wealth & Trust, FSB	Shares	48SH	$954
26	HIGHLINE WEALTH PARTNERS LLC	Shares	45SH	$895
27	Grove Bank & Trust	Shares	41SH	$815
28	EASTERN BANK	Shares	40SH	$795
29	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	40SH	$795
30	True Wealth Design, LLC	Shares	25SH	$497
31	PFS Partners, LLC	Shares	24SH	$486
32	FINANCIAL CONSULATE, INC	Shares	23SH	$458
33	GAMMA Investing LLC	Shares	23SH	$457
34	TRUST CO OF TOLEDO NA /OH/	Shares	16SH	$318
35	Financial Perspectives, Inc	Shares	11SH	$219
36	Financial Management Professionals, Inc.	Shares	10SH	$199
37	FIRST HORIZON CORP	Shares	8SH	$159
38	Sachetta, LLC	Shares	7SH	$146
39	GILPIN WEALTH MANAGEMENT, LLC	Shares	7SH	$140
40	Cape Investment Advisory, Inc.	Shares	7SH	$139
41	Ares Financial Consulting, LLC	Shares	6SH	$119
42	HORIZON FINANCIAL SERVICES, LLC	Shares	6SH	$119
43	Physician Wealth Advisors, Inc.	Shares	5SH	$100
44	SBI Securities Co., Ltd.	Shares	5SH	$99
45	Fortis Group Advisors, LLC	Shares	4SH	$80
46	ST GERMAIN D J CO INC	Shares	4SH	$80
47	West Branch Capital LLC	Shares	4SH	$80
48	Marshall & Sterling Wealth Advisors Inc.	Shares	2SH	$44
49	State of Alaska, Department of Revenue	Shares	1.1KSH	$22
50	Blue Trust, Inc.	Shares	1SH	$20

Scroll to load more

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

50 / 54 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+23.4K	+$346.1K	$346.1K
2	CV Advisors LLC new	Shares	+10.7K	+$212.2K	$212.2K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.0K	+$55.4K	$317.3K
4	IFP Advisors, Inc added	Shares	+759	+$14.6K	$17.2K
5	SIGNATUREFD, LLC added	Shares	+189	+$2.5K	$9.1K
6	Wealth Enhancement Trust Services, Inc. new	Shares	+82	+$1.6K	$1.6K
7	HIGHLINE WEALTH PARTNERS LLC new	Shares	+45	+$895	$895
8	True Wealth Design, LLC added	Shares	+13	+$204	$497
9	Financial Management Professionals, Inc. new	Shares	+10	+$199	$199
10	Cape Investment Advisory, Inc. new	Shares	+7	+$139	$139
11	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
12	Blue Trust, Inc. unchanged	Shares	0	-$4	$20
13	Rosenberg Matthew Hamilton unchanged	Shares	0	-$4	$20
14	State of Alaska, Department of Revenue unchanged	Shares	0	-$5	$22
15	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	-$10	$44
16	Fortis Group Advisors, LLC unchanged	Shares	0	-$18	$80
17	ST GERMAIN D J CO INC unchanged	Shares	0	-$18	$80
18	West Branch Capital LLC unchanged	Shares	0	-$18	$80
19	HORIZON FINANCIAL SERVICES, LLC unchanged	Shares	0	-$27	$119
20	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$31	$140
21	Ares Financial Consulting, LLC unchanged	Shares	0	-$32	$119
22	Sachetta, LLC unchanged	Shares	0	-$32	$146
23	FIRST HORIZON CORP unchanged	Shares	0	-$36	$159
24	Financial Perspectives, Inc unchanged	Shares	0	-$49	$219
25	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$72	$318
26	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$104	$458
27	PFS Partners, LLC unchanged	Shares	0	-$106	$486
28	SJS Investment Consulting Inc. added	Shares	+7	-$150	$1.4K
29	EASTERN BANK unchanged	Shares	0	-$181	$795
30	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	-$181	$795
31	Grove Bank & Trust unchanged	Shares	0	-$185	$815
32	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$217	$954
33	WEBSTER BANK, N. A. unchanged	Shares	0	-$230	$1.0K
34	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$240	$1.1K
35	Fruth Investment Management trimmed	Shares	-525	-$289	$1.2K
36	CoreCap Advisors, LLC added	Shares	+1	-$334	$1.5K
37	EverSource Wealth Advisors, LLC added	Shares	+66	-$388	$8.8K
38	Triumph Capital Management unchanged	Shares	0	-$407	$1.8K
39	Key FInancial Inc unchanged	Shares	0	-$439	$1.9K
40	BIRCHBROOK, INC. unchanged	Shares	0	-$459	$2.1K
41	Physician Wealth Advisors, Inc. trimmed	Shares	-26	-$657	$100
42	Farther Finance Advisors, LLC added	Shares	+104	-$713	$12.6K
43	Hilltop National Bank unchanged	Shares	0	-$804	$3.5K
44	GAMMA Investing LLC trimmed	Shares	-31	-$861	$457
45	Tradewinds Capital Management, LLC unchanged	Shares	0	-$1.8K	$8.0K
46	Versant Capital Management, Inc added	Shares	+36	-$7.5K	$36.8K
47	SBI Securities Co., Ltd. trimmed	Shares	-881	-$21.5K	$99
48	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$32.8K	$144.1K
49	NorthCrest Asset Manangement, LLC added	Shares	+879	-$43.0K	$243.1K
50	CFG Wealth Management Services, Inc. exited	Shares	-2.5K	-$60.9K	$0

Scroll to load more