Filing Research | CATY - CATHAY GENRAL BANCORP Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	500.1KSH	$31.0M
2	MOODY ALDRICH PARTNERS LLC	Shares	104.4KSH	$6.5M
3	NorthCrest Asset Manangement, LLC	Shares	54.7KSH	$3.4M
4	Kondo Wealth Advisors, Inc.	Shares	50.5KSH	$3.1M
5	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	44.1KSH	$2.7M
6	WILLNER & HELLER, LLC	Shares	42.0KSH	$2.6M
7	Louisiana State Employees Retirement System	Shares	29.4KSH	$1.8M
8	Linden Thomas Advisory Services, LLC	Shares	28.9KSH	$1.8M
9	Police & Firemen's Retirement System of New Jersey	Shares	19.4KSH	$1.2M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	17.9KSH	$1.1M
11	Unison Advisors LLC	Shares	16.6KSH	$1.0M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	15.9KSH	$985.4K
13	SummerHaven Investment Management, LLC	Shares	15.4KSH	$951.7K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	65.8KSH	$689.6K
15	AK GLOBAL ASSET MANAGEMENT, LLC	Shares	8.2KSH	$508.3K
16	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	5.0KSH	$319.2K
17	Physician Wealth Advisors, Inc.	Shares	4.3KSH	$263.6K
18	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.1KSH	$254.8K
19	Crossmark Global Holdings, Inc.	Shares	3.9KSH	$242.4K
20	Blue Trust, Inc.	Shares	3.9KSH	$238.7K
21	HIGHLINE WEALTH PARTNERS LLC	Shares	3.8KSH	$238.1K
22	GAMMA Investing LLC	Shares	3.6KSH	$222.1K
23	Fifth Third Wealth Advisors LLC	Shares	3.3KSH	$204.0K
24	Curated Wealth Partners LLC	Shares	55.0KSH	$61.9K
25	Versant Capital Management, Inc	Shares	839SH	$52.0K
26	SIGNATUREFD, LLC	Shares	832SH	$51.6K
27	EverSource Wealth Advisors, LLC	Shares	173SH	$10.7K
28	Farther Finance Advisors, LLC	Shares	168SH	$10.4K
29	Ares Financial Consulting, LLC	Shares	110SH	$6.8K
30	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	102.1KSH	$6.3K
31	SJS Investment Consulting Inc.	Shares	91SH	$5.6K
32	Torren Management, LLC	Shares	79SH	$4.9K
33	High Note Wealth, LLC	Shares	76SH	$4.7K
34	Fortitude Family Office, LLC	Shares	70SH	$4.3K
35	JFS WEALTH ADVISORS, LLC	Shares	61SH	$3.8K
36	IFP Advisors, Inc	Shares	56SH	$3.5K
37	Valued Wealth Advisors LLC	Shares	39SH	$2.4K
38	FARMERS & MERCHANTS INVESTMENTS INC	Shares	33SH	$2.0K
39	Creative Capital Management Investments LLC	Shares	29SH	$1.8K
40	MassMutual Private Wealth & Trust, FSB	Shares	26SH	$1.6K
41	State of Alaska, Department of Revenue	Shares	25.1KSH	$1.6K
42	Handelsbanken Fonder AB	Shares	20.3KSH	$1.3K
43	AMALGAMATED BANK	Shares	18.0KSH	$1.1K
44	Spire Wealth Management	Shares	17SH	$1.1K
45	DiNuzzo Private Wealth, Inc.	Shares	15SH	$930
46	GILPIN WEALTH MANAGEMENT, LLC	Shares	13SH	$806
47	FINANCIAL CONSULATE, INC	Shares	10SH	$620
48	LRI Investments, LLC	Shares	5SH	$310
49	Davis Capital Management	Shares	4SH	$248
50	GHP Investment Advisors, Inc.	Shares	4SH	$248

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

50 / 54 loaded

#		Instrument
1	Boston Trust Walden Corp trimmed	Shares	-25.8K	+$4.8M	$31.0M
2	MOODY ALDRICH PARTNERS LLC added	Shares	+22.6K	+$2.4M	$6.5M
3	Linden Thomas Advisory Services, LLC new	Shares	+28.9K	+$1.8M	$1.8M
4	Kondo Wealth Advisors, Inc. added	Shares	+1	+$612.4K	$3.1M
5	NorthCrest Asset Manangement, LLC added	Shares	+81	+$597.3K	$3.4M
6	WILLNER & HELLER, LLC added	Shares	+31	+$511.1K	$2.6M
7	AK GLOBAL ASSET MANAGEMENT, LLC new	Shares	+8.2K	+$508.3K	$508.3K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+3.1K	+$391.3K	$1.2M
9	Louisiana State Employees Retirement System trimmed	Shares	-400	+$336.7K	$1.8M
10	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-37	+$215.6K	$1.1M
11	Unison Advisors LLC added	Shares	+111	+$206.9K	$1.0M
12	Physician Wealth Advisors, Inc. added	Shares	+3.1K	+$205.8K	$263.6K
13	Fifth Third Wealth Advisors LLC new	Shares	+3.3K	+$204.0K	$204.0K
14	SummerHaven Investment Management, LLC unchanged	Shares	0	+$186.2K	$951.7K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-722	+$156.8K	$985.4K
16	Blue Trust, Inc. added	Shares	+2.0K	+$147.5K	$238.7K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+479	+$146.2K	$689.6K
18	Curated Wealth Partners LLC new	Shares	+55.0K	+$61.9K	$61.9K
19	GAMMA Investing LLC added	Shares	+210	+$53.9K	$222.1K
20	LIGHTHOUSE FINANCIAL SERVICES INC /ADV added	Shares	+23	+$48.7K	$319.2K
21	HIGHLINE WEALTH PARTNERS LLC added	Shares	+24	+$47.8K	$238.1K
22	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-79	+$45.9K	$254.8K
23	Crossmark Global Holdings, Inc. trimmed	Shares	-136	+$40.6K	$242.4K
24	SIGNATUREFD, LLC unchanged	Shares	0	+$10.1K	$51.6K
25	Versant Capital Management, Inc trimmed	Shares	-8	+$9.8K	$52.0K
26	SJS Investment Consulting Inc. added	Shares	+79	+$5.0K	$5.6K
27	Farther Finance Advisors, LLC added	Shares	+19	+$2.9K	$10.4K
28	Valued Wealth Advisors LLC new	Shares	+39	+$2.4K	$2.4K
29	Creative Capital Management Investments LLC new	Shares	+29	+$1.8K	$1.8K
30	JFS WEALTH ADVISORS, LLC added	Shares	+15	+$1.5K	$3.8K
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+511	+$1.3K	$6.3K
32	Ares Financial Consulting, LLC unchanged	Shares	0	+$1.2K	$6.8K
33	Torren Management, LLC unchanged	Shares	0	+$976	$4.9K
34	High Note Wealth, LLC unchanged	Shares	0	+$922	$4.7K
35	Fortitude Family Office, LLC unchanged	Shares	0	+$849	$4.3K
36	IFP Advisors, Inc unchanged	Shares	0	+$679	$3.5K
37	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$401	$2.0K
38	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$316	$1.6K
39	LRI Investments, LLC new	Shares	+5	+$310	$310
40	Davis Capital Management new	Shares	+4	+$248	$248
41	Handelsbanken Fonder AB unchanged	Shares	0	+$246	$1.3K
42	Spire Wealth Management unchanged	Shares	0	+$206	$1.1K
43	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$182	$930
44	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$157	$806
45	AMALGAMATED BANK trimmed	Shares	-1.4K	+$151	$1.1K
46	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$121	$620
47	GHP Investment Advisors, Inc. unchanged	Shares	0	+$48	$248
48	Vermillion Wealth Management, Inc. exited	Shares	-3	-$150	$0
49	State of Alaska, Department of Revenue trimmed	Shares	-11.1K	-$247	$1.6K
50	Wall Street Financial Group, Inc. exited	Shares	-14	-$698	$0

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