Filing Research | BTU - Peabody Energy Corp Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	Empire Life Investments Inc.	Shares	493.3KSH	$11.4M
2	MIZUHO MARKETS AMERICAS LLC	Shares	161.9KSH	$3.7M
3	KAVAR CAPITAL PARTNERS GROUP, LLC	Shares	147.7KSH	$3.4M
4	NWAM LLC	Shares	112.8KSH	$2.6M
5	Assenagon Asset Management S.A.	Shares	106.4KSH	$2.5M
6	Adams Asset Advisors, LLC	Shares	100.0KSH	$2.3M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	79.9KSH	$1.8M
8	Louisiana State Employees Retirement System	Shares	53.4KSH	$1.2M
9	Context Capital Management, LLC	Shares	46.8KSH	$1.1M
10	Police & Firemen's Retirement System of New Jersey	Shares	36.6KSH	$845.7K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	34.9KSH	$806.4K
12	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	34.4KSH	$794.4K
13	Y-Intercept (Hong Kong) Ltd	Shares	31.2KSH	$721.6K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	28.9KSH	$667.8K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	28.1KSH	$655.5K
16	VISTA INVESTMENT PARTNERS LLC	Shares	26.2KSH	$604.8K
17	DELTEC ASSET MANAGEMENT LLC	Shares	25.5KSH	$589.6K
18	Unison Advisors LLC	Shares	24.8KSH	$574.1K
19	Merit Financial Group, LLC	Shares	14.1KSH	$325.2K
20	PARK NATIONAL CORP /OH/	Shares	10.2KSH	$235.8K
21	Byrne Asset Management LLC	Shares	9.6KSH	$222.0K
22	GAMMA Investing LLC	Shares	5.5KSH	$126.1K
23	Versant Capital Management, Inc	Shares	1.7KSH	$38.8K
24	SIGNATUREFD, LLC	Shares	1.7KSH	$38.3K
25	Main Street Group, LTD	Shares	1.5KSH	$34.8K
26	Grove Bank & Trust	Shares	1.0KSH	$23.1K
27	MassMutual Private Wealth & Trust, FSB	Shares	861SH	$19.9K
28	Farther Finance Advisors, LLC	Shares	831SH	$19.2K
29	EverSource Wealth Advisors, LLC	Shares	772SH	$17.8K
30	Kentucky Trust Co	Shares	550SH	$12.7K
31	GILPIN WEALTH MANAGEMENT, LLC	Shares	516SH	$11.9K
32	Lodestone Wealth Management LLC	Shares	506SH	$11.7K
33	Aventura Private Wealth, LLC	Shares	465SH	$10.8K
34	Fortitude Family Office, LLC	Shares	444SH	$10.3K
35	FINANCIAL CONSULATE, INC	Shares	400SH	$9.2K
36	IFP Advisors, Inc	Shares	345SH	$8.0K
37	CoreCap Advisors, LLC	Shares	231SH	$5.3K
38	COUNTRY TRUST BANK	Shares	200SH	$4.6K
39	Key FInancial Inc	Shares	185SH	$4.3K
40	State of Alaska, Department of Revenue	Shares	161.7KSH	$3.7K
41	Ninety One UK Ltd	Shares	142SH	$3.3K
42	Physician Wealth Advisors, Inc.	Shares	135SH	$3.1K
43	Valued Wealth Advisors LLC	Shares	119SH	$2.8K
44	JFS WEALTH ADVISORS, LLC	Shares	106SH	$2.5K
45	SJS Investment Consulting Inc.	Shares	98SH	$2.3K
46	AdvisorNet Financial, Inc	Shares	91SH	$2.1K
47	FARMERS & MERCHANTS INVESTMENTS INC	Shares	75SH	$1.7K
48	True Wealth Design, LLC	Shares	64SH	$1.5K
49	Creative Capital Management Investments LLC	Shares	52SH	$1.2K
50	Cedar Mountain Advisors, LLC	Shares	34SH	$786

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

50 / 69 loaded

#		Instrument
1	MIZUHO MARKETS AMERICAS LLC new	Shares	+161.9K	+$3.7M	$3.7M
2	Context Capital Management, LLC new	Shares	+46.8K	+$1.1M	$1.1M
3	Merit Financial Group, LLC new	Shares	+14.1K	+$325.2K	$325.2K
4	Grove Bank & Trust new	Shares	+1.0K	+$23.1K	$23.1K
5	NWAM LLC added	Shares	+34.3K	+$21.5K	$2.6M
6	Aventura Private Wealth, LLC new	Shares	+465	+$10.8K	$10.8K
7	Ninety One UK Ltd new	Shares	+142	+$3.3K	$3.3K
8	SJS Investment Consulting Inc. added	Shares	+67	+$1.2K	$2.3K
9	Creative Capital Management Investments LLC new	Shares	+52	+$1.2K	$1.2K
10	CoreCap Advisors, LLC added	Shares	+100	+$1.0K	$5.3K
11	Davis Capital Management new	Shares	+7	+$162	$162
12	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
13	Abound Wealth Management unchanged	Shares	0	-$59	$139
14	Dogwood Wealth Management LLC exited	Shares	-3	-$99	$0
15	JNBA Financial Advisors unchanged	Shares	0	-$177	$417
16	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$334	$786
17	LRI Investments, LLC trimmed	Shares	-7	-$339	$254
18	Vermillion Wealth Management, Inc. exited	Shares	-11	-$362	$0
19	AMALGAMATED BANK trimmed	Shares	-2.1K	-$391	$758
20	Physician Wealth Advisors, Inc. added	Shares	+20	-$668	$3.1K
21	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$737	$1.7K
22	AdvisorNet Financial, Inc unchanged	Shares	0	-$894	$2.1K
23	True Wealth Design, LLC trimmed	Shares	-21	-$1.3K	$1.5K
24	Fortitude Family Office, LLC added	Shares	+78	-$1.8K	$10.3K
25	Key FInancial Inc unchanged	Shares	0	-$1.8K	$4.3K
26	JFS WEALTH ADVISORS, LLC trimmed	Shares	-28	-$2.0K	$2.5K
27	COUNTRY TRUST BANK unchanged	Shares	0	-$2.0K	$4.6K
28	State of Alaska, Department of Revenue trimmed	Shares	-33.9K	-$2.7K	$3.7K
29	IFP Advisors, Inc trimmed	Shares	-6	-$3.6K	$8.0K
30	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$3.9K	$9.2K
31	Byrne Asset Management LLC added	Shares	+2.7K	-$4.9K	$222.0K
32	Lodestone Wealth Management LLC added	Shares	+1	-$4.9K	$11.7K
33	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$5.1K	$11.9K
34	Kentucky Trust Co unchanged	Shares	0	-$5.4K	$12.7K
35	Sound Income Strategies, LLC exited	Shares	-232	-$7.6K	$0
36	Farther Finance Advisors, LLC trimmed	Shares	-4	-$8.2K	$19.2K
37	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-140	-$13.1K	$19.9K
38	EverSource Wealth Advisors, LLC trimmed	Shares	-215	-$14.7K	$17.8K
39	Main Street Group, LTD unchanged	Shares	0	-$14.8K	$34.8K
40	Versant Capital Management, Inc unchanged	Shares	0	-$16.5K	$38.8K
41	Valued Wealth Advisors LLC trimmed	Shares	-628	-$21.9K	$2.8K
42	SIGNATUREFD, LLC trimmed	Shares	-968	-$48.2K	$38.3K
43	DELTEC ASSET MANAGEMENT LLC added	Shares	+6.0K	-$53.0K	$589.6K
44	GAMMA Investing LLC trimmed	Shares	-113	-$57.4K	$126.1K
45	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-2.0K	-$65.7K	$0
46	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.2K	-$145.2K	$655.5K
47	Crossmark Global Holdings, Inc. exited	Shares	-6.6K	-$216.1K	$0
48	RFG Advisory, LLC exited	Shares	-6.8K	-$224.2K	$0
49	Police & Firemen's Retirement System of New Jersey added	Shares	+3.9K	-$229.5K	$845.7K
50	Unison Advisors LLC added	Shares	+68	-$241.8K	$574.1K

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