Filing Research | BPOP - POPULAR INC Institutional Holdings

Snapshot holdings

50 / 77 loaded

#		Instrument	quantity
1	Arbejdsmarkedets Tillaegspension	Shares	182.2KSH	$29.9M
2	Crossmark Global Holdings, Inc.	Shares	159.2KSH	$26.1M
3	Assenagon Asset Management S.A.	Shares	149.1KSH	$24.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	87.1KSH	$14.2M
5	SIGNATUREFD, LLC	Shares	42.4KSH	$7.0M
6	Insight Wealth Strategies, LLC	Shares	41.0KSH	$6.9M
7	Police & Firemen's Retirement System of New Jersey	Shares	28.9KSH	$4.7M
8	Artemis Investment Management LLP	Shares	23.7KSH	$3.9M
9	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	18.2KSH	$3.0M
10	BURNEY CO/	Shares	17.2KSH	$2.8M
11	Diversified Trust Co	Shares	16.1KSH	$2.7M
12	JCSD Capital, LLC	Shares	14.6KSH	$2.4M
13	Kesler, Norman & Wride, LLC	Shares	13.8KSH	$2.3M
14	Goelzer Investment Management, Inc.	Shares	13.7KSH	$2.3M
15	Mirae Asset Global Investments Co., Ltd.	Shares	13.3KSH	$2.2M
16	Merit Financial Group, LLC	Shares	10.7KSH	$1.8M
17	SECURED RETIREMENT ADVISORS, LLC	Shares	10.7KSH	$1.8M
18	J. L. Bainbridge & Co., Inc.	Shares	10.6KSH	$1.7M
19	Unison Advisors LLC	Shares	10.0KSH	$1.6M
20	Abacus Planning Group, Inc.	Shares	7.3KSH	$1.2M
21	Veery Capital, LLC	Shares	6.2KSH	$1.0M
22	Sequoia Financial Advisors, LLC	Shares	5.6KSH	$922.4K
23	Penbrook Management LLC	Shares	5.3KSH	$870.2K
24	SALZHAUER MICHAEL	Shares	5.2KSH	$856.1K
25	PETRA FINANCIAL ADVISORS INC	Shares	5.0KSH	$828.5K
26	Wedmont Private Capital	Shares	4.2KSH	$716.2K
27	NorthCrest Asset Manangement, LLC	Shares	4.0KSH	$684.7K
28	QRG CAPITAL MANAGEMENT, INC.	Shares	3.9KSH	$634.7K
29	LANARK FINANCIAL, INC.	Shares	3.9KSH	$634.1K
30	Baron Wealth Management LLC	Shares	3.7KSH	$610.8K
31	Aventura Private Wealth, LLC	Shares	3.5KSH	$570.2K
32	Bath Savings Trust Co	Shares	3.2KSH	$518.6K
33	Venturi Wealth Management, LLC	Shares	2.8KSH	$461.7K
34	LVW Advisors, LLC	Shares	2.8KSH	$455.8K
35	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	2.6KSH	$425.1K
36	EverSource Wealth Advisors, LLC	Shares	2.4KSH	$400.4K
37	MERIDIAN INVESTMENT COUNSEL INC.	Shares	2.3KSH	$369.4K
38	Versant Capital Management, Inc	Shares	2.2KSH	$367.8K
39	WADDELL & ASSOCIATES, LLC	Shares	2.2KSH	$364.3K
40	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	1.7KSH	$279.9K
41	Abel Hall, LLC	Shares	1.7KSH	$278.4K
42	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.7KSH	$274.8K
43	Olympiad Research LP	Shares	1.6KSH	$263.8K
44	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	1.5KSH	$246.6K
45	IFP Advisors, Inc	Shares	1.5KSH	$239.4K
46	Perkins Coie Trust Co	Shares	1.4KSH	$236.6K
47	Sowell Financial Services LLC	Shares	1.3KSH	$212.4K
48	Sivia Capital Partners, LLC	Shares	1.2KSH	$201.3K
49	Hilltop National Bank	Shares	1.2KSH	$191.8K
50	Farther Finance Advisors, LLC	Shares	562SH	$92.3K

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

50 / 86 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+77.5K	+$14.9M	$24.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+54.5K	+$10.1M	$14.2M
3	Insight Wealth Strategies, LLC new	Shares	+41.0K	+$6.9M	$6.9M
4	Crossmark Global Holdings, Inc. trimmed	Shares	-3.0K	+$4.4M	$26.1M
5	Arbejdsmarkedets Tillaegspension trimmed	Shares	-8.2K	+$4.4M	$29.9M
6	SIGNATUREFD, LLC trimmed	Shares	-6	+$1.3M	$7.0M
7	Mirae Asset Global Investments Co., Ltd. added	Shares	+5.5K	+$1.1M	$2.2M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$1.1M	$4.7M
9	JCSD Capital, LLC added	Shares	+4.6K	+$1.1M	$2.4M
10	PETRA FINANCIAL ADVISORS INC new	Shares	+5.0K	+$828.5K	$828.5K
11	Artemis Investment Management LLP unchanged	Shares	0	+$710.9K	$3.9M
12	Diversified Trust Co unchanged	Shares	0	+$484.6K	$2.7M
13	BURNEY CO/ trimmed	Shares	-299	+$476.1K	$2.8M
14	Kesler, Norman & Wride, LLC trimmed	Shares	-182	+$389.2K	$2.3M
15	Goelzer Investment Management, Inc. trimmed	Shares	-478	+$347.2K	$2.3M
16	SECURED RETIREMENT ADVISORS, LLC added	Shares	+32	+$324.8K	$1.8M
17	Merit Financial Group, LLC added	Shares	+30	+$324.7K	$1.8M
18	J. L. Bainbridge & Co., Inc. unchanged	Shares	0	+$318.6K	$1.7M
19	Unison Advisors LLC added	Shares	+48	+$306.2K	$1.6M
20	NorthCrest Asset Manangement, LLC added	Shares	+1.2K	+$289.2K	$684.7K
21	Olympiad Research LP new	Shares	+1.6K	+$263.8K	$263.8K
22	LVW Advisors, LLC added	Shares	+1.1K	+$236.8K	$455.8K
23	Abacus Planning Group, Inc. unchanged	Shares	0	+$219.4K	$1.2M
24	Sivia Capital Partners, LLC new	Shares	+1.2K	+$201.3K	$201.3K
25	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+907	+$199.4K	$425.1K
26	Veery Capital, LLC added	Shares	+3	+$186.7K	$1.0M
27	QRG CAPITAL MANAGEMENT, INC. added	Shares	+320	+$158.9K	$634.7K
28	Sequoia Financial Advisors, LLC trimmed	Shares	-75	+$158.5K	$922.4K
29	SALZHAUER MICHAEL unchanged	Shares	0	+$156.5K	$856.1K
30	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-3.0K	+$140.4K	$3.0M
31	Penbrook Management LLC trimmed	Shares	-200	+$132.2K	$870.2K
32	Baron Wealth Management LLC added	Shares	+14	+$113.5K	$610.8K
33	Wedmont Private Capital added	Shares	+51	+$113.2K	$716.2K
34	LANARK FINANCIAL, INC. trimmed	Shares	-26	+$112.4K	$634.1K
35	Aventura Private Wealth, LLC unchanged	Shares	0	+$104.2K	$570.2K
36	Bath Savings Trust Co unchanged	Shares	0	+$94.8K	$518.6K
37	Versant Capital Management, Inc added	Shares	+130	+$84.7K	$367.8K
38	Venturi Wealth Management, LLC trimmed	Shares	-19	+$81.8K	$461.7K
39	MERIDIAN INVESTMENT COUNSEL INC. unchanged	Shares	0	+$67.5K	$369.4K
40	WADDELL & ASSOCIATES, LLC unchanged	Shares	0	+$66.6K	$364.3K
41	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+39	+$56.4K	$279.9K
42	IFP Advisors, Inc added	Shares	+79	+$54.4K	$239.4K
43	Abel Hall, LLC trimmed	Shares	-1	+$50.8K	$278.4K
44	Fortitude Family Office, LLC new	Shares	+282	+$46.3K	$46.3K
45	Hilltop National Bank unchanged	Shares	0	+$35.1K	$191.8K
46	Farther Finance Advisors, LLC added	Shares	+126	+$32.8K	$92.3K
47	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-144	+$25.8K	$246.6K
48	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-185	+$25.0K	$274.8K
49	ELEVATION WEALTH PARTNERS, LLC added	Shares	+125	+$21.0K	$23.3K
50	FIRST HORIZON CORP new	Shares	+127	+$20.9K	$20.9K

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