Filing Research | BKU - BANKUNITED INC Institutional Holdings

Snapshot holdings

50 / 55 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	2.5MSH	$123.1M
2	Assenagon Asset Management S.A.	Shares	255.0KSH	$12.4M
3	CONGRESS ASSET MANAGEMENT CO	Shares	251.2KSH	$12.2M
4	MOODY ALDRICH PARTNERS LLC	Shares	117.7KSH	$5.7M
5	HENNESSY ADVISORS INC	Shares	50.0KSH	$2.4M
6	Linden Thomas Advisory Services, LLC	Shares	44.1KSH	$2.1M
7	Y-Intercept (Hong Kong) Ltd	Shares	41.5KSH	$2.0M
8	Louisiana State Employees Retirement System	Shares	31.9KSH	$1.5M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	26.3KSH	$1.3M
10	BURNEY CO/	Shares	25.2KSH	$1.2M
11	Police & Firemen's Retirement System of New Jersey	Shares	22.0KSH	$1.1M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	19.5KSH	$946.2K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	17.2KSH	$835.0K
14	JAMES INVESTMENT RESEARCH, INC.	Shares	8.9KSH	$433.6K
15	GAMMA Investing LLC	Shares	6.6KSH	$320.7K
16	Merit Financial Group, LLC	Shares	5.7KSH	$277.8K
17	Legacy Advisors, LLC	Shares	5.4KSH	$261.6K
18	Crossmark Global Holdings, Inc.	Shares	5.1KSH	$245.7K
19	Curated Wealth Partners LLC	Shares	96.4KSH	$143.8K
20	Versant Capital Management, Inc	Shares	2.4KSH	$117.7K
21	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.3KSH	$111.5K
22	IFP Advisors, Inc	Shares	938SH	$45.4K
23	EverSource Wealth Advisors, LLC	Shares	544SH	$26.4K
24	Farther Finance Advisors, LLC	Shares	424SH	$20.5K
25	Blue Trust, Inc.	Shares	372SH	$18.0K
26	Fortitude Family Office, LLC	Shares	276SH	$13.4K
27	SJS Investment Consulting Inc.	Shares	251SH	$12.2K
28	GHP Investment Advisors, Inc.	Shares	240SH	$11.6K
29	SIGNATUREFD, LLC	Shares	235SH	$11.4K
30	SOA Wealth Advisors, LLC.	Shares	119SH	$5.8K
31	JFS WEALTH ADVISORS, LLC	Shares	115SH	$5.6K
32	Physician Wealth Advisors, Inc.	Shares	108SH	$5.2K
33	Owl Creek Wealth Partners LLC	Shares	90SH	$4.4K
34	Valued Wealth Advisors LLC	Shares	56SH	$2.7K
35	MassMutual Private Wealth & Trust, FSB	Shares	55SH	$2.7K
36	FARMERS & MERCHANTS INVESTMENTS INC	Shares	42SH	$2.0K
37	Cedar Mountain Advisors, LLC	Shares	37SH	$1.8K
38	Creative Capital Management Investments LLC	Shares	33SH	$1.6K
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	28.0KSH	$1.4K
40	State of Alaska, Department of Revenue	Shares	27.1KSH	$1.3K
41	DiNuzzo Private Wealth, Inc.	Shares	20SH	$969
42	FINANCIAL CONSULATE, INC	Shares	20SH	$969
43	AMALGAMATED BANK	Shares	19.6KSH	$949
44	Handelsbanken Fonder AB	Shares	17.9KSH	$869
45	Torren Management, LLC	Shares	17SH	$811
46	NEVILLE RODIE & SHAW INC	Shares	13.6KSH	$657
47	True Wealth Design, LLC	Shares	13SH	$630
48	Quest 10 Wealth Builders, Inc.	Shares	9SH	$436
49	LRI Investments, LLC	Shares	6SH	$291
50	GILPIN WEALTH MANAGEMENT, LLC	Shares	5SH	$243

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

50 / 58 loaded

#		Instrument
1	Artemis Investment Management LLP added	Shares	+324.2K	+$23.0M	$123.1M
2	Assenagon Asset Management S.A. added	Shares	+81.7K	+$4.5M	$12.4M
3	Y-Intercept (Hong Kong) Ltd added	Shares	+20.4K	+$1.1M	$2.0M
4	CONGRESS ASSET MANAGEMENT CO added	Shares	+2.5K	+$941.0K	$12.2M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.8K	+$243.7K	$1.3M
6	BURNEY CO/ added	Shares	+2.5K	+$194.0K	$1.2M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.0K	+$163.4K	$1.1M
8	Curated Wealth Partners LLC new	Shares	+96.4K	+$143.8K	$143.8K
9	Louisiana State Employees Retirement System trimmed	Shares	-1.0K	+$59.8K	$1.5M
10	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-323	+$49.7K	$946.2K
11	GAMMA Investing LLC added	Shares	+491	+$44.0K	$320.7K
12	Merit Financial Group, LLC added	Shares	+282	+$31.6K	$277.8K
13	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$29.4K	$433.6K
14	HENNESSY ADVISORS INC trimmed	Shares	-3.0K	+$29.0K	$2.4M
15	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+361	+$23.9K	$111.5K
16	IFP Advisors, Inc added	Shares	+432	+$22.6K	$45.4K
17	Blue Trust, Inc. new	Shares	+372	+$18.0K	$18.0K
18	Legacy Advisors, LLC unchanged	Shares	0	+$17.8K	$261.6K
19	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$16.7K	$245.7K
20	SJS Investment Consulting Inc. added	Shares	+228	+$11.1K	$12.2K
21	Versant Capital Management, Inc unchanged	Shares	0	+$8.0K	$117.7K
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.1K	+$7.1K	$835.0K
23	Fortitude Family Office, LLC added	Shares	+65	+$3.8K	$13.4K
24	Valued Wealth Advisors LLC new	Shares	+56	+$2.7K	$2.7K
25	Creative Capital Management Investments LLC new	Shares	+33	+$1.6K	$1.6K
26	Physician Wealth Advisors, Inc. added	Shares	+11	+$852	$5.2K
27	JFS WEALTH ADVISORS, LLC added	Shares	+10	+$830	$5.6K
28	GHP Investment Advisors, Inc. unchanged	Shares	0	+$789	$11.6K
29	SIGNATUREFD, LLC unchanged	Shares	0	+$773	$11.4K
30	SOA Wealth Advisors, LLC. added	Shares	+1	+$429	$5.8K
31	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$296	$4.4K
32	LRI Investments, LLC new	Shares	+6	+$291	$291
33	Davis Capital Management new	Shares	+4	+$194	$194
34	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$181	$2.7K
35	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$138	$2.0K
36	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$122	$1.8K
37	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$65	$969
38	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$65	$969
39	Handelsbanken Fonder AB unchanged	Shares	0	+$59	$869
40	Torren Management, LLC unchanged	Shares	0	+$58	$811
41	NEVILLE RODIE & SHAW INC unchanged	Shares	0	+$45	$657
42	True Wealth Design, LLC unchanged	Shares	0	+$42	$630
43	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$30	$436
44	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$17	$243
45	Premier Fund Managers Ltd unchanged	Shares	0	+$16	$173
46	SBI Securities Co., Ltd. unchanged	Shares	0	+$3	$48
47	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$14
48	AMALGAMATED BANK trimmed	Shares	-1.8K	-$17	$949
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-3.4K	-$60	$1.4K
50	Abound Wealth Management exited	Shares	-5	-$226	$0

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