Filing Research | CECO - CECO ENVIRONMENTAL CORP Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	219.8KSH	$19.9M
2	Swedbank AB	Shares	203.0KSH	$18.4M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	132.4KSH	$12.0M
4	MARATHON CAPITAL MANAGEMENT	Shares	95.4KSH	$8.7M
5	Y-Intercept (Hong Kong) Ltd	Shares	31.2KSH	$2.8M
6	NorthCrest Asset Manangement, LLC	Shares	32.2KSH	$2.7M
7	COOKSON PEIRCE & CO INC	Shares	27.6KSH	$2.5M
8	Oliver Luxxe Assets LLC	Shares	24.6KSH	$2.2M
9	Yorktown Management & Research Co Inc	Shares	17.2KSH	$1.6M
10	Police & Firemen's Retirement System of New Jersey	Shares	15.5KSH	$1.4M
11	Counterpoint Mutual Funds LLC	Shares	13.2KSH	$1.2M
12	Cox Capital Mgt LLC	Shares	11.6KSH	$1.1M
13	GUYASUTA INVESTMENT ADVISORS INC	Shares	8.8KSH	$794.0K
14	LANARK FINANCIAL, INC.	Shares	8.4KSH	$758.9K
15	OFI INVEST ASSET MANAGEMENT	Shares	9.5KSH	$755.3K
16	Brookstone Capital Management	Shares	7.8KSH	$711.6K
17	EQUITABLE TRUST CO	Shares	7.7KSH	$701.0K
18	CV Advisors LLC	Shares	6.8KSH	$620.7K
19	Rockwood Wealth Management, LLC	Shares	4.2KSH	$381.1K
20	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	3.9KSH	$352.8K
21	FULTON BANK, N.A.	Shares	3.3KSH	$299.4K
22	Kessler Investment Group, LLC	Shares	3.2KSH	$289.0K
23	Abacus Wealth Partners, LLC	Shares	2.8KSH	$257.7K
24	Brady Martz Wealth Solutions, LLC	Shares	2.7KSH	$245.1K
25	EASTERN BANK	Shares	2.1KSH	$193.1K
26	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.4KSH	$123.0K
27	Farther Finance Advisors, LLC	Shares	1.3KSH	$120.7K
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	33.9KSH	$118.8K
29	FIRST HORIZON CORP	Shares	710SH	$64.4K
30	Key FInancial Inc	Shares	600SH	$54.4K
31	Aventura Private Wealth, LLC	Shares	500SH	$45.4K
32	Morton Brown Family Wealth, LLC	Shares	481SH	$43.6K
33	SBI Securities Co., Ltd.	Shares	442SH	$40.1K
34	GAMMA Investing LLC	Shares	369SH	$33.5K
35	SIGNATUREFD, LLC	Shares	324SH	$29.4K
36	EverSource Wealth Advisors, LLC	Shares	123SH	$11.2K
37	Versant Capital Management, Inc	Shares	59SH	$5.4K
38	True Wealth Design, LLC	Shares	52SH	$4.7K
39	Wealth Enhancement Trust Services, Inc.	Shares	25SH	$2.3K
40	SJS Investment Consulting Inc.	Shares	15SH	$1.4K
41	IFP Advisors, Inc	Shares	14SH	$1.3K
42	Decker Retirement Planning Inc.	Shares	10SH	$907
43	Hughes Financial Services, LLC	Shares	7SH	$635
44	PARK AVENUE SECURITIES LLC	Shares	2.3KSH	$211
45	State of Alaska, Department of Revenue	Shares	1.8KSH	$167
46	FNY Investment Advisers, LLC	Shares	500SH	$45
47	MassMutual Private Wealth & Trust, FSB	Shares	0SH	$0

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

48 / 48 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+219.8K	+$19.9M	$19.9M
2	Swedbank AB new	Shares	+203.0K	+$18.4M	$18.4M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+31.2K	+$2.8M	$2.8M
4	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-21.9K	+$2.8M	$12.0M
5	MARATHON CAPITAL MANAGEMENT trimmed	Shares	-2.9K	+$2.8M	$8.7M
6	Oliver Luxxe Assets LLC new	Shares	+24.6K	+$2.2M	$2.2M
7	COOKSON PEIRCE & CO INC added	Shares	+3.0K	+$1.0M	$2.5M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+7.3K	+$918.2K	$1.4M
9	Yorktown Management & Research Co Inc added	Shares	+4.3K	+$793.0K	$1.6M
10	NorthCrest Asset Manangement, LLC trimmed	Shares	-27	+$712.1K	$2.7M
11	Brookstone Capital Management new	Shares	+7.8K	+$711.6K	$711.6K
12	CV Advisors LLC new	Shares	+6.8K	+$620.7K	$620.7K
13	EQUITABLE TRUST CO added	Shares	+2.5K	+$387.0K	$701.0K
14	Cox Capital Mgt LLC trimmed	Shares	-478	+$333.3K	$1.1M
15	Counterpoint Mutual Funds LLC trimmed	Shares	-1.6K	+$315.5K	$1.2M
16	FULTON BANK, N.A. new	Shares	+3.3K	+$299.4K	$299.4K
17	Kessler Investment Group, LLC new	Shares	+3.2K	+$289.0K	$289.0K
18	GUYASUTA INVESTMENT ADVISORS INC unchanged	Shares	0	+$272.6K	$794.0K
19	LANARK FINANCIAL, INC. trimmed	Shares	-57	+$257.2K	$758.9K
20	Brady Martz Wealth Solutions, LLC new	Shares	+2.7K	+$245.1K	$245.1K
21	Rockwood Wealth Management, LLC unchanged	Shares	0	+$130.9K	$381.1K
22	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+3	+$121.3K	$352.8K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.1K	+$85.4K	$118.8K
24	EASTERN BANK trimmed	Shares	-451	+$39.4K	$193.1K
25	Farther Finance Advisors, LLC trimmed	Shares	-126	+$30.8K	$120.7K
26	SBI Securities Co., Ltd. added	Shares	+202	+$25.8K	$40.1K
27	GAMMA Investing LLC added	Shares	+154	+$20.7K	$33.5K
28	Key FInancial Inc unchanged	Shares	0	+$18.7K	$54.4K
29	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$17.0K	$123.0K
30	Aventura Private Wealth, LLC unchanged	Shares	0	+$15.6K	$45.4K
31	Morton Brown Family Wealth, LLC unchanged	Shares	0	+$15.0K	$43.6K
32	SIGNATUREFD, LLC trimmed	Shares	-31	+$8.2K	$29.4K
33	True Wealth Design, LLC new	Shares	+52	+$4.7K	$4.7K
34	EverSource Wealth Advisors, LLC added	Shares	+5	+$4.1K	$11.2K
35	Wealth Enhancement Trust Services, Inc. new	Shares	+25	+$2.3K	$2.3K
36	Versant Capital Management, Inc unchanged	Shares	0	+$1.8K	$5.4K
37	SJS Investment Consulting Inc. added	Shares	+10	+$1.1K	$1.4K
38	Decker Retirement Planning Inc. new	Shares	+10	+$907	$907
39	Hughes Financial Services, LLC new	Shares	+7	+$635	$635
40	IFP Advisors, Inc trimmed	Shares	-1	+$376	$1.3K
41	PARK AVENUE SECURITIES LLC new	Shares	+2.3K	+$211	$211
42	State of Alaska, Department of Revenue unchanged	Shares	0	+$57	$167
43	MassMutual Private Wealth & Trust, FSB new	Shares	0	$0	$0
44	FNY Investment Advisers, LLC trimmed	Shares	-2.0K	-$103	$45
45	PROATHLETE WEALTH MANAGEMENT LLC exited	Shares	-15	-$893	$0
46	FIRST HORIZON CORP trimmed	Shares	-400	-$1.7K	$64.4K
47	Abacus Wealth Partners, LLC trimmed	Shares	-1.7K	-$12.3K	$257.7K
48	OFI INVEST ASSET MANAGEMENT trimmed	Shares	-8.6K	-$179.8K	$755.3K