Filing Research | CART - MAPLEBEAR INC Institutional Holdings

Snapshot holdings

50 / 96 loaded

#		Instrument	quantity
1	AMI ASSET MANAGEMENT CORP	Shares	741.9KSH	$35.1M
2	Robeco Institutional Asset Management B.V.	Shares	555.7KSH	$26.3M
3	Swedbank AB	Shares	230.2KSH	$10.9M
4	INVESTMENT HOUSE LLC	Shares	276.3KSH	$10.4M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	82.4KSH	$4.0M
6	Police & Firemen's Retirement System of New Jersey	Shares	69.7KSH	$3.3M
7	Y-Intercept (Hong Kong) Ltd	Shares	66.2KSH	$3.1M
8	Scott & Selber, Inc.	Shares	51.9KSH	$2.5M
9	Louisiana State Employees Retirement System	Shares	48.1KSH	$2.3M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	45.3KSH	$2.1M
11	Sidoxia Capital Management, LLC	Shares	44.3KSH	$2.1M
12	SAPIENT CAPITAL LLC	Shares	41.2KSH	$2.0M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	39.4KSH	$1.9M
14	PARAGON CAPITAL MANAGEMENT INC	Shares	32.8KSH	$1.6M
15	a16z Perennial Management, L.P.	Shares	31.9KSH	$1.5M
16	GC Wealth Management RIA, LLC	Shares	29.6KSH	$1.4M
17	EXCHANGE TRADED CONCEPTS, LLC	Shares	28.6KSH	$1.4M
18	GATEWAY INVESTMENT ADVISERS LLC	Shares	23.4KSH	$1.1M
19	WINCAP FINANCIAL LLC	Shares	22.0KSH	$1.0M
20	PRIVATE CLIENT SERVICES, LLC	Shares	20.2KSH	$957.7K
21	Arkfeld Wealth Strategies, L.L.C.	Shares	19.5KSH	$921.1K
22	LANARK FINANCIAL, INC.	Shares	16.6KSH	$783.6K
23	Burns Matteson Capital Management, LLC	Shares	15.2KSH	$717.6K
24	Ballentine Partners, LLC	Shares	13.4KSH	$633.9K
25	SECURIAN ASSET MANAGEMENT, INC	Shares	12.1KSH	$555.9K
26	RFG Advisory, LLC	Shares	11.3KSH	$534.5K
27	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	10.9KSH	$514.3K
28	Unique Wealth Strategies, LLC	Shares	10.1KSH	$480.3K
29	Ironwood Financial, llc	Shares	9.0KSH	$436.3K
30	Farther Finance Advisors, LLC	Shares	8.9KSH	$420.0K
31	Cache Advisors, LLC	Shares	7.3KSH	$347.6K
32	Sequoia Financial Advisors, LLC	Shares	7.0KSH	$333.1K
33	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	7.0KSH	$330.8K
34	VISTA FINANCE, LLC	Shares	6.9KSH	$326.2K
35	Wedmont Private Capital	Shares	6.7KSH	$326.0K
36	Crossmark Global Holdings, Inc.	Shares	6.3KSH	$297.5K
37	Fifth Third Wealth Advisors LLC	Shares	5.1KSH	$241.6K
38	Sivia Capital Partners, LLC	Shares	5.1KSH	$239.4K
39	Forum Financial Management, LP	Shares	4.9KSH	$230.6K
40	SHAKER INVESTMENTS LLC/OH	Shares	4.6KSH	$215.5K
41	GAMMA Investing LLC	Shares	4.3KSH	$203.5K
42	SRH ADVISORS, LLC	Shares	3.9KSH	$182.3K
43	Mirae Asset Global Investments Co., Ltd.	Shares	1.8KSH	$84.7K
44	Curated Wealth Partners LLC	Shares	81.7KSH	$84.2K
45	SIGNATUREFD, LLC	Shares	1.5KSH	$72.6K
46	Versant Capital Management, Inc	Shares	1.2KSH	$57.5K
47	EverSource Wealth Advisors, LLC	Shares	565SH	$26.8K
48	Golden State Wealth Management, LLC	Shares	533SH	$25.2K
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	430SH	$19.3K
50	CoreCap Advisors, LLC	Shares	319SH	$15.1K

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

50 / 101 loaded

#		Instrument
1	AMI ASSET MANAGEMENT CORP added	Shares	+323.1K	+$19.4M	$35.1M
2	Robeco Institutional Asset Management B.V. trimmed	Shares	-15.0K	+$4.9M	$26.3M
3	Swedbank AB unchanged	Shares	0	+$2.3M	$10.9M
4	Y-Intercept (Hong Kong) Ltd added	Shares	+33.9K	+$1.9M	$3.1M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.7K	+$898.0K	$4.0M
6	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+15.2K	+$800.8K	$1.1M
7	Burns Matteson Capital Management, LLC new	Shares	+15.2K	+$717.6K	$717.6K
8	GC Wealth Management RIA, LLC added	Shares	+6.4K	+$532.8K	$1.4M
9	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+6.4K	+$521.8K	$1.4M
10	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-4.7K	+$513.6K	$3.3M
11	Scott & Selber, Inc. trimmed	Shares	-164	+$506.8K	$2.5M
12	Sidoxia Capital Management, LLC added	Shares	+290	+$449.4K	$2.1M
13	SAPIENT CAPITAL LLC unchanged	Shares	0	+$407.3K	$2.0M
14	Sequoia Financial Advisors, LLC new	Shares	+7.0K	+$333.1K	$333.1K
15	VISTA FINANCE, LLC new	Shares	+6.9K	+$326.2K	$326.2K
16	Wedmont Private Capital new	Shares	+6.7K	+$326.0K	$326.0K
17	PARAGON CAPITAL MANAGEMENT INC trimmed	Shares	-754	+$295.8K	$1.6M
18	Louisiana State Employees Retirement System trimmed	Shares	-5.2K	+$280.9K	$2.3M
19	Fifth Third Wealth Advisors LLC new	Shares	+5.1K	+$241.6K	$241.6K
20	Sivia Capital Partners, LLC new	Shares	+5.1K	+$239.4K	$239.4K
21	WINCAP FINANCIAL LLC added	Shares	+400	+$232.5K	$1.0M
22	Forum Financial Management, LP new	Shares	+4.9K	+$230.6K	$230.6K
23	SHAKER INVESTMENTS LLC/OH new	Shares	+4.6K	+$215.5K	$215.5K
24	LANARK FINANCIAL, INC. unchanged	Shares	0	+$163.7K	$783.6K
25	PRIVATE CLIENT SERVICES, LLC trimmed	Shares	-1.4K	+$145.8K	$957.7K
26	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-6.7K	+$140.1K	$1.9M
27	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-8.3K	+$137.0K	$2.1M
28	Ballentine Partners, LLC added	Shares	+64	+$134.8K	$633.9K
29	RFG Advisory, LLC added	Shares	+59	+$113.9K	$534.5K
30	Arkfeld Wealth Strategies, L.L.C. trimmed	Shares	-189	+$110.1K	$921.1K
31	Ironwood Financial, llc unchanged	Shares	0	+$97.8K	$436.3K
32	GAMMA Investing LLC added	Shares	+1.4K	+$95.6K	$203.5K
33	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+537	+$89.2K	$330.8K
34	Curated Wealth Partners LLC new	Shares	+81.7K	+$84.2K	$84.2K
35	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-872	+$74.8K	$514.3K
36	Cache Advisors, LLC unchanged	Shares	0	+$72.6K	$347.6K
37	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$62.1K	$297.5K
38	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-1.4K	+$48.5K	$555.9K
39	SRH ADVISORS, LLC unchanged	Shares	0	+$38.1K	$182.3K
40	Versant Capital Management, Inc added	Shares	+591	+$34.2K	$57.5K
41	SIGNATUREFD, LLC added	Shares	+453	+$32.1K	$72.6K
42	Mirae Asset Global Investments Co., Ltd. added	Shares	+339	+$30.4K	$84.7K
43	Farther Finance Advisors, LLC trimmed	Shares	-1.4K	+$23.5K	$420.0K
44	CoreCap Advisors, LLC added	Shares	+209	+$11.0K	$15.1K
45	FIRST HORIZON CORP new	Shares	+165	+$7.8K	$7.8K
46	SJS Investment Consulting Inc. added	Shares	+148	+$7.2K	$8.1K
47	Decker Retirement Planning Inc. new	Shares	+118	+$5.6K	$5.6K
48	Golden State Wealth Management, LLC unchanged	Shares	0	+$5.3K	$25.2K
49	Owl Creek Wealth Partners LLC new	Shares	+95	+$4.5K	$4.5K
50	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$2.7K	$19.3K

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