Filing Research | CBOE - CBOE GLOBAL MKTS INC Institutional Holdings

Snapshot holdings

50 / 229 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	858.5KSH	$208.3M
2	Boston Trust Walden Corp	Shares	228.9KSH	$55.5M
3	Swedbank AB	Shares	113.4KSH	$27.5M
4	Y-Intercept (Hong Kong) Ltd	Shares	113.2KSH	$27.5M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	92.3KSH	$24.3M
6	Arbejdsmarkedets Tillaegspension	Shares	99.9KSH	$24.2M
7	HARMONY ASSET MANAGEMENT LLC	Shares	74.0KSH	$18.0M
8	BURNEY CO/	Shares	67.2KSH	$16.3M
9	STRATEGIC PLANNING GROUP, LLC	Shares	61.7KSH	$15.0M
10	CIDEL ASSET MANAGEMENT INC	Shares	56.4KSH	$13.7M
11	ISTHMUS PARTNERS, LLC	Shares	56.1KSH	$13.6M
12	CARY STREET PARTNERS FINANCIAL LLC	Shares	55.9KSH	$13.6M
13	BENJAMIN EDWARDS INC	Shares	49.8KSH	$12.1M
14	Mirae Asset Global Investments Co., Ltd.	Shares	35.5KSH	$8.6M
15	Martin Investment Management, LLC	Shares	31.9KSH	$7.7M
16	Embree Financial Group	Shares	31.5KSH	$7.6M
17	Gouws Capital LLC	Shares	30.6KSH	$7.4M
18	Czech National Bank	Shares	29.8KSH	$7.2M
19	Counterpoint Mutual Funds LLC	Shares	29.8KSH	$7.2M
20	Chesley Taft & Associates LLC	Shares	29.4KSH	$7.1M
21	Mesirow Financial Investment Management, Inc.	Shares	28.9KSH	$7.0M
22	ASR Vermogensbeheer N.V.	Shares	26.8KSH	$6.5M
23	Mediolanum International Funds Ltd	Shares	27.7KSH	$6.4M
24	Blue Zone Wealth Advisors, LLC	Shares	26.1KSH	$6.3M
25	RBA Wealth Management, LLC	Shares	24.5KSH	$5.9M
26	IFM Investors Pty Ltd	Shares	24.1KSH	$5.9M
27	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	23.1KSH	$5.6M
28	ABN AMRO INVESTMENT SOLUTIONS	Shares	22.9KSH	$5.5M
29	Columbus Macro, LLC	Shares	21.9KSH	$5.3M
30	Vest Financial, LLC	Shares	21.7KSH	$5.3M
31	QRG CAPITAL MANAGEMENT, INC.	Shares	20.6KSH	$5.0M
32	Aull & Monroe Investment Management Corp	Shares	18.8KSH	$4.6M
33	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	16.9KSH	$4.1M
34	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	16.8KSH	$4.1M
35	PensionDanmark Pensionsforsikringsaktieselskab	Shares	15.9KSH	$3.9M
36	Police & Firemen's Retirement System of New Jersey	Shares	15.9KSH	$3.9M
37	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	15.7KSH	$3.8M
38	Forum Financial Management, LP	Shares	14.5KSH	$3.5M
39	Munich Reinsurance Co Stock Corp in Munich	Shares	13.1KSH	$3.2M
40	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.5KSH	$3.0M
41	Marion Wealth Management	Shares	11.0KSH	$2.7M
42	IRON Financial LLC	Shares	10.4KSH	$2.5M
43	BENEDICT FINANCIAL ADVISORS INC	Shares	10.0KSH	$2.4M
44	Oak Thistle LLC	Shares	9.0KSH	$2.2M
45	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	8.9KSH	$2.2M
46	MEITAV INVESTMENT HOUSE LTD	Shares	8.8KSH	$2.1M
47	Crossmark Global Holdings, Inc.	Shares	8.4KSH	$2.0M
48	Tema ETFs LLC	Shares	8.3KSH	$2.0M
49	Prospera Financial Services Inc	Shares	8.1KSH	$2.0M
50	MIZUHO SECURITIES USA LLC	Shares	6.3KSH	$1.8M

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

50 / 259 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+296.7K	+$50.4M	$208.3M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+98.4K	+$23.3M	$27.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+87.1K	+$22.8M	$24.3M
4	Counterpoint Mutual Funds LLC new	Shares	+29.8K	+$7.2M	$7.2M
5	Mesirow Financial Investment Management, Inc. added	Shares	+24.9K	+$5.9M	$7.0M
6	Columbus Macro, LLC new	Shares	+21.9K	+$5.3M	$5.3M
7	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+15.8K	+$3.8M	$4.1M
8	Munich Reinsurance Co Stock Corp in Munich added	Shares	+12.7K	+$3.0M	$3.2M
9	Oak Thistle LLC new	Shares	+9.0K	+$2.2M	$2.2M
10	Mediolanum International Funds Ltd added	Shares	+12.5K	+$2.1M	$6.4M
11	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+8.4K	+$1.8M	$3.9M
12	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+8.5K	+$1.5M	$5.5M
13	Fideuram Asset Management (Ireland) dac added	Shares	+3.9K	+$1.1M	$1.3M
14	BENJAMIN EDWARDS INC added	Shares	+10.3K	+$993.3K	$12.1M
15	Secure Asset Management, LLC new	Shares	+3.9K	+$949.8K	$949.8K
16	Global X Japan Co., Ltd. new	Shares	+3.4K	+$831.9K	$831.9K
17	ASR Vermogensbeheer N.V. added	Shares	+6.3K	+$752.4K	$6.5M
18	Baader Bank Aktiengesellschaft new	Shares	+2.8K	+$686.8K	$686.8K
19	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+3.1K	+$645.4K	$1.5M
20	HENNESSY ADVISORS INC new	Shares	+2.1K	+$509.6K	$509.6K
21	NorthCrest Asset Manangement, LLC new	Shares	+1.5K	+$410.9K	$410.9K
22	PFG Advisors new	Shares	+1.6K	+$392.6K	$392.6K
23	James Hambro & Partners LLP new	Shares	+1.5K	+$366.5K	$366.5K
24	PFG Investments, LLC new	Shares	+1.1K	+$272.0K	$272.0K
25	Interchange Capital Partners, LLC new	Shares	+1.1K	+$263.4K	$263.4K
26	TriaGen Wealth Management LLC new	CALL	+1.0K	+$242.7K	$242.7K
27	Entelevest, LLC new	Shares	+877	+$212.8K	$212.8K
28	Valeo Financial Advisors, LLC new	Shares	+864	+$209.7K	$209.7K
29	Curated Wealth Partners LLC new	Shares	+51.5K	+$198.1K	$198.1K
30	Assenagon Asset Management S.A. added	Shares	+1.2K	+$157.3K	$1.2M
31	Embree Financial Group new	CALL	+600	+$145.6K	$145.6K
32	Sava Infond d.o.o. new	Shares	+600	+$145.6K	$145.6K
33	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+1.2K	+$106.0K	$1.5M
34	Entelevest, LLC new	CALL	+400	+$97.1K	$97.1K
35	Fifth Third Wealth Advisors LLC added	Shares	+400	+$64.3K	$304.1K
36	Wealth Enhancement Trust Services, Inc. new	Shares	+61	+$14.8K	$14.8K
37	Net Worth Advisory Group added	Shares	+160	+$11.5K	$211.6K
38	First Pacific Financial new	Shares	+45	+$10.9K	$10.9K
39	HIGHLINE WEALTH PARTNERS LLC added	Shares	+37	+$8.3K	$13.6K
40	Cape Investment Advisory, Inc. new	Shares	+32	+$7.8K	$7.8K
41	Triumph Capital Management added	Shares	+31	+$7.2K	$9.5K
42	IFP Advisors, Inc added	Shares	+129	+$6.0K	$191.5K
43	SJS Investment Consulting Inc. added	Shares	+26	+$5.2K	$13.1K
44	LifeSteps Financial, Inc. new	Shares	+20	+$4.9K	$4.9K
45	Gleason Group, Inc. new	Shares	+15	+$3.6K	$3.6K
46	Creative Capital Management Investments LLC new	Shares	+14	+$3.4K	$3.4K
47	Crewe Advisors LLC added	Shares	+14	+$3.1K	$5.1K
48	PARK AVENUE SECURITIES LLC new	Shares	+12.6K	+$3.1K	$3.1K
49	Martin Capital Advisors, LLP added	Shares	+339	+$2.3K	$587.5K
50	ELEVATION WEALTH PARTNERS, LLC added	Shares	+11	+$2.2K	$5.3K

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