Filing Research | BRBR - BELLRING BRANDS INC Institutional Holdings

Snapshot holdings

50 / 56 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	887.0KSH	$11.5M
2	Counterpoint Mutual Funds LLC	Shares	696.1KSH	$9.0M
3	DAVIDSON INVESTMENT ADVISORS	Shares	610.9KSH	$7.9M
4	ISTHMUS PARTNERS, LLC	Shares	136.6KSH	$1.8M
5	Y-Intercept (Hong Kong) Ltd	Shares	124.1KSH	$1.6M
6	Wedmont Private Capital	Shares	127.7KSH	$1.6M
7	Merit Financial Group, LLC	Shares	70.6KSH	$914.1K
8	Sarasin & Partners LLP	Shares	57.0KSH	$737.6K
9	DRIVE WEALTH MANAGEMENT, LLC	Shares	55.2KSH	$714.8K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	47.9KSH	$597.6K
11	Police & Firemen's Retirement System of New Jersey	Shares	35.7KSH	$461.5K
12	EXCHANGE TRADED CONCEPTS, LLC	Shares	28.2KSH	$364.4K
13	Envestnet Portfolio Solutions, Inc.	Shares	21.5KSH	$278.2K
14	Cooper Financial Group	Shares	21.0KSH	$271.2K
15	BROWN WEALTH MANAGEMENT, LLC	Shares	14.1KSH	$182.8K
16	Apollon Wealth Management, LLC	Shares	13.6KSH	$175.9K
17	Portside Wealth Group, LLC	Shares	12.2KSH	$158.4K
18	Chesley Taft & Associates LLC	Shares	11.9KSH	$153.5K
19	Sequoia Financial Advisors, LLC	Shares	11.4KSH	$147.5K
20	Cypress Point Wealth Management, LLC	Shares	10.6KSH	$136.6K
21	GAMMA Investing LLC	Shares	7.8KSH	$100.4K
22	SIGNATUREFD, LLC	Shares	4.2KSH	$54.1K
23	IFP Advisors, Inc	Shares	4.0KSH	$51.2K
24	EverSource Wealth Advisors, LLC	Shares	2.0KSH	$26.1K
25	Central Pacific Bank - Trust Division	Shares	2.0KSH	$25.9K
26	ELEVATION WEALTH PARTNERS, LLC	Shares	1.8KSH	$23.2K
27	Farther Finance Advisors, LLC	Shares	1.5KSH	$18.8K
28	Owl Creek Wealth Partners LLC	Shares	1.1KSH	$14.9K
29	Versant Capital Management, Inc	Shares	1.1KSH	$13.8K
30	Mirae Asset Global Investments Co., Ltd.	Shares	1.0KSH	$13.5K
31	HIGHLINE WEALTH PARTNERS LLC	Shares	984SH	$12.7K
32	Spire Wealth Management	Shares	750SH	$9.7K
33	Blue Trust, Inc.	Shares	727SH	$9.4K
34	ATWOOD & PALMER INC	Shares	699SH	$9.0K
35	True Wealth Design, LLC	Shares	662SH	$8.6K
36	MassMutual Private Wealth & Trust, FSB	Shares	526SH	$6.8K
37	Beaird Harris Wealth Management, LLC	Shares	80SH	$1.0K
38	Independence Bank of Kentucky	Shares	69SH	$893
39	Ares Financial Consulting, LLC	Shares	67SH	$867
40	CoreCap Advisors, LLC	Shares	51SH	$660
41	Handelsbanken Fonder AB	Shares	46.6KSH	$603
42	FINANCIAL CONSULATE, INC	Shares	35SH	$453
43	Financial Perspectives, Inc	Shares	20SH	$259
44	Cromwell Holdings LLC	Shares	14SH	$181
45	Creative Capital Management Investments LLC	Shares	13SH	$168
46	SBI Securities Co., Ltd.	Shares	13SH	$168
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	11.2KSH	$145
48	Activest Wealth Management	Shares	11SH	$142
49	HARBOR INVESTMENT ADVISORY, LLC	Shares	5SH	$65
50	Allied Private Wealth LLC	Shares	4SH	$52

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

50 / 76 loaded

#		Instrument
1	Counterpoint Mutual Funds LLC added	Shares	+398.8K	+$4.2M	$9.0M
2	ISTHMUS PARTNERS, LLC new	Shares	+136.6K	+$1.8M	$1.8M
3	Wedmont Private Capital new	Shares	+127.7K	+$1.6M	$1.6M
4	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+55.2K	+$714.8K	$714.8K
5	BROWN WEALTH MANAGEMENT, LLC new	Shares	+14.1K	+$182.8K	$182.8K
6	Apollon Wealth Management, LLC new	Shares	+13.6K	+$175.9K	$175.9K
7	Merit Financial Group, LLC added	Shares	+24.6K	+$172.5K	$914.1K
8	Portside Wealth Group, LLC new	Shares	+12.2K	+$158.4K	$158.4K
9	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+14.7K	+$147.9K	$364.4K
10	Sequoia Financial Advisors, LLC new	Shares	+11.4K	+$147.5K	$147.5K
11	Cypress Point Wealth Management, LLC new	Shares	+10.6K	+$136.6K	$136.6K
12	GAMMA Investing LLC added	Shares	+3.8K	+$37.0K	$100.4K
13	IFP Advisors, Inc added	Shares	+2.9K	+$34.4K	$51.2K
14	Owl Creek Wealth Partners LLC added	Shares	+1.1K	+$14.1K	$14.9K
15	Mirae Asset Global Investments Co., Ltd. new	Shares	+1.0K	+$13.5K	$13.5K
16	ELEVATION WEALTH PARTNERS, LLC added	Shares	+1.2K	+$13.2K	$23.2K
17	SIGNATUREFD, LLC added	Shares	+1.6K	+$11.9K	$54.1K
18	HIGHLINE WEALTH PARTNERS LLC added	Shares	+816	+$10.0K	$12.7K
19	MassMutual Private Wealth & Trust, FSB added	Shares	+240	+$2.2K	$6.8K
20	CoreCap Advisors, LLC new	Shares	+51	+$660	$660
21	FINANCIAL CONSULATE, INC new	Shares	+35	+$453	$453
22	Creative Capital Management Investments LLC new	Shares	+13	+$168	$168
23	ST GERMAIN D J CO INC new	Shares	+1	+$13	$13
24	Capital Advisors, Ltd. LLC new	Shares	+707	+$9	$9
25	CX Institutional trimmed	Shares	-83	-$2	$3
26	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$15	$65
27	Vermillion Wealth Management, Inc. exited	Shares	-1	-$16	$0
28	Cromwell Holdings LLC unchanged	Shares	0	-$44	$181
29	DiNuzzo Private Wealth, Inc. trimmed	Shares	-3	-$52	$13
30	Financial Perspectives, Inc unchanged	Shares	0	-$63	$259
31	Financial Management Professionals, Inc. exited	Shares	-4	-$64	$0
32	Handelsbanken Fonder AB added	Shares	+3.5K	-$90	$603
33	Hughes Financial Services, LLC trimmed	Shares	-7	-$116	$13
34	Ares Financial Consulting, LLC unchanged	Shares	0	-$181	$867
35	State of Alaska, Department of Revenue exited	Shares	-11.8K	-$189	$0
36	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$252	$1.0K
37	Physician Wealth Advisors, Inc. exited	Shares	-26	-$419	$0
38	TFC Financial Management, Inc. exited	Shares	-35	-$564	$0
39	AMALGAMATED BANK exited	Shares	-53.0K	-$853	$0
40	True Wealth Design, LLC added	Shares	+76	-$862	$8.6K
41	Rosenberg Matthew Hamilton exited	Shares	-54	-$869	$0
42	Versant Capital Management, Inc added	Shares	+151	-$925	$13.8K
43	SJS Investment Consulting Inc. exited	Shares	-58	-$934	$0
44	JNBA Financial Advisors exited	Shares	-62	-$998	$0
45	Activest Wealth Management trimmed	Shares	-90	-$1.5K	$142
46	FARMERS & MERCHANTS INVESTMENTS INC exited	Shares	-113	-$1.8K	$0
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-122.8K	-$2.0K	$145
48	Spire Wealth Management trimmed	Shares	-10	-$2.5K	$9.7K
49	Blue Trust, Inc. trimmed	Shares	-20	-$2.6K	$9.4K
50	Crewe Advisors LLC exited	Shares	-170	-$2.7K	$0

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