Filing Research | CE - CELANESE CORP DEL Institutional Holdings

Snapshot holdings

50 / 90 loaded

#		Instrument	quantity
1	Pine Valley Investments Ltd Liability Co	Shares	943.8KSH	$43.4M
2	QSM Asset Management Ltd	Shares	82.2KSH	$3.8M
3	E. Ohman J:or Asset Management AB	Shares	66.8KSH	$3.1M
4	Police & Firemen's Retirement System of New Jersey	Shares	51.2KSH	$2.4M
5	Louisiana State Employees Retirement System	Shares	48.1KSH	$2.2M
6	Oak Thistle LLC	Shares	36.4KSH	$1.7M
7	Artemis Investment Management LLP	Shares	30.8KSH	$1.4M
8	GATEWAY INVESTMENT ADVISERS LLC	Shares	28.8KSH	$1.3M
9	BURNEY CO/	Shares	26.8KSH	$1.2M
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	26.0KSH	$1.2M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	23.2KSH	$1.1M
12	MOODY NATIONAL BANK TRUST DIVISION	Shares	22.6KSH	$1.0M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.1KSH	$992.1K
14	FIRST CITIZENS BANK & TRUST CO	Shares	15.7KSH	$723.9K
15	Envestnet Portfolio Solutions, Inc.	Shares	15.4KSH	$706.1K
16	JAMES INVESTMENT RESEARCH, INC.	Shares	12.7KSH	$583.3K
17	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	10.0KSH	$458.0K
18	Burns Matteson Capital Management, LLC	Shares	8.4KSH	$386.1K
19	INDEPENDENT FINANCIAL GROUP, LLC	Shares	7.7KSH	$352.4K
20	Wedmont Private Capital	Shares	5.4KSH	$252.4K
21	Net Worth Advisory Group	Shares	5.3KSH	$242.0K
22	Counterpoint Mutual Funds LLC	Shares	5.2KSH	$238.3K
23	Merit Financial Group, LLC	Shares	4.9KSH	$223.8K
24	WEATHERLY ASSET MANAGEMENT L. P.	Shares	4.6KSH	$211.7K
25	Central Pacific Bank - Trust Division	Shares	4.5KSH	$207.0K
26	GAMMA Investing LLC	Shares	4.2KSH	$193.5K
27	HM PAYSON & CO	Shares	3.2KSH	$147.2K
28	Versant Capital Management, Inc	Shares	2.3KSH	$103.5K
29	Blue Trust, Inc.	Shares	2.1KSH	$98.4K
30	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.1KSH	$97.7K
31	AdvisorNet Financial, Inc	Shares	1.9KSH	$88.9K
32	SIGNATUREFD, LLC	Shares	1.4KSH	$62.5K
33	SJS Investment Consulting Inc.	Shares	1.0KSH	$46.5K
34	Hartford Financial Management Inc.	Shares	901SH	$41.5K
35	Farther Finance Advisors, LLC	Shares	853SH	$39.3K
36	FARMERS & MERCHANTS INVESTMENTS INC	Shares	843SH	$38.8K
37	EverSource Wealth Advisors, LLC	Shares	737SH	$33.9K
38	LRI Investments, LLC	Shares	528SH	$24.3K
39	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	468SH	$21.5K
40	Investors Research Corp	Shares	420SH	$19.3K
41	Global X Japan Co., Ltd.	Shares	418SH	$19.2K
42	ELEVATION WEALTH PARTNERS, LLC	Shares	339SH	$15.6K
43	AMERICAN NATIONAL BANK & TRUST	Shares	307SH	$14.1K
44	CrossGen Wealth, LLC	Shares	251SH	$11.6K
45	CoreCap Advisors, LLC	Shares	231SH	$10.6K
46	SBI Securities Co., Ltd.	Shares	201SH	$9.2K
47	City State Bank	Shares	200SH	$9.2K
48	Hickory Point Bank & Trust	Shares	172SH	$7.9K
49	True Wealth Design, LLC	Shares	172SH	$7.9K
50	Financial Perspectives, Inc	Shares	164SH	$7.5K

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

50 / 103 loaded

#		Instrument
1	Artemis Investment Management LLP new	Shares	+30.8K	+$1.4M	$1.4M
2	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+28.8K	+$1.3M	$1.3M
3	BURNEY CO/ new	Shares	+26.8K	+$1.2M	$1.2M
4	Burns Matteson Capital Management, LLC new	Shares	+8.4K	+$386.1K	$386.1K
5	Versant Capital Management, Inc added	Shares	+1.2K	+$36.1K	$103.5K
6	ELEVATION WEALTH PARTNERS, LLC added	Shares	+246	+$9.5K	$15.6K
7	Global X Japan Co., Ltd. added	Shares	+231	+$6.9K	$19.2K
8	True Wealth Design, LLC added	Shares	+137	+$5.6K	$7.9K
9	Decker Retirement Planning Inc. new	Shares	+106	+$4.9K	$4.9K
10	CoreCap Advisors, LLC added	Shares	+117	+$3.1K	$10.6K
11	Creative Capital Management Investments LLC new	Shares	+29	+$1.3K	$1.3K
12	Bogart Wealth, LLC added	Shares	+29	+$820	$2.5K
13	Physician Wealth Advisors, Inc. new	Shares	+17	+$782	$782
14	JNBA Financial Advisors new	Shares	+12	+$552	$552
15	Davis Capital Management new	Shares	+6	+$276	$276
16	Activest Wealth Management new	Shares	0	$0	$0
17	CX Institutional unchanged	Shares	0	-$1	$2
18	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$1	$3
19	Raleigh Capital Management Inc. unchanged	Shares	0	-$1	$4
20	Cromwell Holdings LLC added	Shares	+8	-$8	$1.2K
21	Financial Management Professionals, Inc. unchanged	Shares	0	-$59	$138
22	Abound Wealth Management unchanged	Shares	0	-$60	$138
23	Key FInancial Inc unchanged	Shares	0	-$119	$276
24	BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed	Shares	-1	-$137	$138
25	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	-$158	$368
26	Fruth Investment Management unchanged	Shares	0	-$180	$419
27	Hilltop National Bank unchanged	Shares	0	-$257	$598
28	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	-$271	$782
29	DiNuzzo Private Wealth, Inc. trimmed	Shares	-1	-$383	$736
30	Handelsbanken Fonder AB added	Shares	+1.4K	-$522	$1.4K
31	Vermillion Wealth Management, Inc. exited	Shares	-8	-$526	$0
32	Golden State Wealth Management, LLC unchanged	Shares	0	-$573	$1.3K
33	FINANCIAL CONSULATE, INC exited	Shares	-9	-$592	$0
34	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$593	$1.4K
35	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$594	$1.4K
36	Grove Bank & Trust unchanged	Shares	0	-$712	$1.7K
37	AMALGAMATED BANK trimmed	Shares	-1.8K	-$743	$1.5K
38	Fortitude Family Office, LLC added	Shares	+12	-$753	$3.6K
39	JFS WEALTH ADVISORS, LLC added	Shares	+17	-$761	$4.4K
40	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$791	$1.8K
41	Princeton Global Asset Management LLC unchanged	Shares	0	-$909	$2.1K
42	Sachetta, LLC added	Shares	+3	-$989	$2.8K
43	IFP Advisors, Inc added	Shares	+12	-$1.3K	$4.8K
44	Rosenberg Matthew Hamilton unchanged	Shares	0	-$1.7K	$4.0K
45	State of Alaska, Department of Revenue trimmed	Shares	-17.9K	-$1.9K	$1.7K
46	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$2.0K	$4.6K
47	Spire Wealth Management exited	Shares	-33	-$2.2K	$0
48	Sound Income Strategies, LLC exited	Shares	-40	-$2.5K	$0
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-12.4K	-$2.6K	$4.2K
50	Cedar Mountain Advisors, LLC added	Shares	+4	-$2.7K	$6.9K

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