Filing Research | BRC - BRADY CORP Institutional Holdings

Snapshot holdings

50 / 56 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	180.0KSH	$16.5M
2	Robeco Institutional Asset Management B.V.	Shares	135.2KSH	$12.4M
3	Vest Financial, LLC	Shares	87.2KSH	$8.0M
4	Annex Advisory Services, LLC	Shares	44.7KSH	$4.1M
5	Louisiana State Employees Retirement System	Shares	19.1KSH	$1.7M
6	Assenagon Asset Management S.A.	Shares	15.6KSH	$1.4M
7	QRG CAPITAL MANAGEMENT, INC.	Shares	15.1KSH	$1.4M
8	DAVENPORT & Co LLC	Shares	13.9KSH	$1.3M
9	JAMES INVESTMENT RESEARCH, INC.	Shares	13.4KSH	$1.2M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.3KSH	$1.0M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	10.4KSH	$948.7K
12	GUIDANCE CAPITAL, INC	Shares	8.0KSH	$748.5K
13	EASTERLY INVESTMENT PARTNERS LLC	Shares	7.5KSH	$686.8K
14	BURNEY CO/	Shares	6.5KSH	$597.7K
15	Envestnet Portfolio Solutions, Inc.	Shares	6.2KSH	$571.7K
16	FIRST CITIZENS BANK & TRUST CO	Shares	5.7KSH	$518.9K
17	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	4.0KSH	$368.3K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.0KSH	$363.2K
19	Diversified Trust Co	Shares	3.4KSH	$313.6K
20	Ifrah Financial Services, Inc.	Shares	3.3KSH	$301.4K
21	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	3.3KSH	$300.3K
22	Crossmark Global Holdings, Inc.	Shares	3.0KSH	$273.5K
23	Stronghold Wealth Management L.L.C.	Shares	2.9KSH	$266.6K
24	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.8KSH	$252.8K
25	INVESTMENT HOUSE LLC	Shares	3.0KSH	$243.7K
26	Innova Wealth Partners	Shares	2.6KSH	$234.9K
27	apricus wealth, LLC	Shares	2.3KSH	$211.5K
28	Palouse Capital Management, Inc.	Shares	2.2KSH	$201.6K
29	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.6KSH	$146.1K
30	GAMMA Investing LLC	Shares	1.6KSH	$143.9K
31	EverSource Wealth Advisors, LLC	Shares	901SH	$82.5K
32	Blue Trust, Inc.	Shares	558SH	$51.1K
33	SIGNATUREFD, LLC	Shares	279SH	$25.5K
34	Farther Finance Advisors, LLC	Shares	273SH	$25.0K
35	Versant Capital Management, Inc	Shares	247SH	$22.6K
36	SJS Investment Consulting Inc.	Shares	138SH	$12.6K
37	MassMutual Private Wealth & Trust, FSB	Shares	122SH	$11.2K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	54.2KSH	$5.0K
39	JFS WEALTH ADVISORS, LLC	Shares	51SH	$4.7K
40	ENTRUST FINANCIAL LLC	Shares	47SH	$4.3K
41	Retirement Wealth Solutions LLC	Shares	41SH	$3.8K
42	Fortitude Family Office, LLC	Shares	36SH	$3.3K
43	IFP Advisors, Inc	Shares	29SH	$2.7K
44	FARMERS & MERCHANTS INVESTMENTS INC	Shares	25SH	$2.3K
45	Creative Capital Management Investments LLC	Shares	17SH	$1.6K
46	State of Alaska, Department of Revenue	Shares	17.0KSH	$1.6K
47	LANARK FINANCIAL, INC.	Shares	12SH	$1.1K
48	AMALGAMATED BANK	Shares	10.6KSH	$966
49	Handelsbanken Fonder AB	Shares	8.8KSH	$807
50	DiNuzzo Private Wealth, Inc.	Shares	8SH	$733

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

50 / 63 loaded

#		Instrument
1	Vest Financial, LLC added	Shares	+41	+$904.2K	$8.0M
2	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+7.5K	+$686.8K	$686.8K
3	JAMES INVESTMENT RESEARCH, INC. added	Shares	+4.0K	+$462.1K	$1.2M
4	Annex Advisory Services, LLC unchanged	Shares	0	+$461.8K	$4.1M
5	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.2K	+$334.5K	$1.4M
6	Stronghold Wealth Management L.L.C. new	Shares	+2.9K	+$266.6K	$266.6K
7	BURNEY CO/ added	Shares	+1.6K	+$200.3K	$597.7K
8	Louisiana State Employees Retirement System trimmed	Shares	-300	+$172.9K	$1.7M
9	Robeco Institutional Asset Management B.V. trimmed	Shares	-15.3K	+$157.4K	$12.4M
10	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+980	+$121.2K	$368.3K
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-21	+$115.0K	$1.0M
12	DAVENPORT & Co LLC trimmed	Shares	-379	+$113.0K	$1.3M
13	GUIDANCE CAPITAL, INC added	Shares	+76	+$104.0K	$748.5K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-431	+$72.0K	$948.7K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+133	+$48.7K	$363.2K
16	Ifrah Financial Services, Inc. added	Shares	+69	+$39.6K	$301.4K
17	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-318	+$38.7K	$571.7K
18	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+247	+$36.6K	$146.1K
19	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors unchanged	Shares	0	+$33.9K	$300.3K
20	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-312	+$33.2K	$518.9K
21	Innova Wealth Partners added	Shares	+1	+$26.6K	$234.9K
22	Palouse Capital Management, Inc. unchanged	Shares	0	+$22.7K	$201.6K
23	Crossmark Global Holdings, Inc. trimmed	Shares	-107	+$22.2K	$273.5K
24	Diversified Trust Co trimmed	Shares	-225	+$17.1K	$313.6K
25	Versant Capital Management, Inc added	Shares	+141	+$14.0K	$22.6K
26	SJS Investment Consulting Inc. added	Shares	+127	+$11.7K	$12.6K
27	apricus wealth, LLC trimmed	Shares	-171	+$10.0K	$211.5K
28	SIGNATUREFD, LLC added	Shares	+34	+$5.6K	$25.5K
29	Blue Trust, Inc. trimmed	Shares	-4	+$5.4K	$51.1K
30	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-318	+$2.7K	$252.8K
31	Creative Capital Management Investments LLC new	Shares	+17	+$1.6K	$1.6K
32	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.3K	$11.2K
33	LANARK FINANCIAL, INC. new	Shares	+12	+$1.1K	$1.1K
34	JFS WEALTH ADVISORS, LLC added	Shares	+4	+$852	$4.7K
35	Retirement Wealth Solutions LLC added	Shares	+5	+$830	$3.8K
36	Fortitude Family Office, LLC added	Shares	+4	+$697	$3.3K
37	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$485	$4.3K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-1.6K	+$434	$5.0K
39	LRI Investments, LLC new	Shares	+3	+$275	$275
40	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$258	$2.3K
41	PARK AVENUE SECURITIES LLC new	Shares	+2.6K	+$238	$238
42	Davis Capital Management new	Shares	+2	+$183	$183
43	Handelsbanken Fonder AB unchanged	Shares	0	+$91	$807
44	AMALGAMATED BANK trimmed	Shares	-640	+$57	$966
45	SBI Securities Co., Ltd. unchanged	Shares	0	+$11	$92
46	INVESTMENT HOUSE LLC unchanged	Shares	0	$0	$243.7K
47	DiNuzzo Private Wealth, Inc. trimmed	Shares	-2	-$80	$733
48	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-2	-$100	$550
49	Vermillion Wealth Management, Inc. exited	Shares	-3	-$244	$0
50	True Wealth Design, LLC exited	Shares	-4	-$325	$0

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