Filing Research | CHE - Chemed Corporation Institutional Holdings

Snapshot holdings

50 / 108 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	237.9KSH	$110.8M
2	Boston Trust Walden Corp	Shares	201.3KSH	$93.7M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	51.0KSH	$23.8M
4	FENIMORE ASSET MANAGEMENT INC	Shares	36.5KSH	$17.0M
5	Vest Financial, LLC	Shares	12.5KSH	$5.8M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.5KSH	$5.3M
7	Formidable Asset Management, LLC	Shares	13.1KSH	$5.1M
8	Covea Finance	Shares	9.9KSH	$4.6M
9	Strong Retirement Solutions LLC	Shares	8.3KSH	$3.9M
10	JOHNSON INVESTMENT COUNSEL INC	Shares	6.9KSH	$3.2M
11	Police & Firemen's Retirement System of New Jersey	Shares	5.8KSH	$2.7M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	3.9KSH	$1.8M
13	Louisiana State Employees Retirement System	Shares	3.9KSH	$1.8M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	3.2KSH	$1.5M
15	Merit Financial Group, LLC	Shares	3.1KSH	$1.4M
16	Legacy Wealth Asset Management, LLC	Shares	3.1KSH	$1.4M
17	Sivia Capital Partners, LLC	Shares	2.9KSH	$1.3M
18	Tailwinds Wealth, LLC	Shares	2.8KSH	$1.3M
19	Fortune Financial Advisors, LLC	Shares	2.7KSH	$1.2M
20	Trust Point Inc.	Shares	2.1KSH	$984.6K
21	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	2.0KSH	$931.5K
22	Mirae Asset Global Investments Co., Ltd.	Shares	1.9KSH	$863.0K
23	Lord & Richards Wealth Management, LLC	Shares	1.8KSH	$835.0K
24	Blue Trust, Inc.	Shares	1.8KSH	$821.6K
25	Diversified Trust Co	Shares	1.7KSH	$810.9K
26	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	1.7KSH	$775.0K
27	Hennion & Walsh Asset Management, Inc.	Shares	1.5KSH	$715.8K
28	Linden Thomas Advisory Services, LLC	Shares	1.5KSH	$701.9K
29	First Heartland Consultants, Inc.	Shares	1.4KSH	$653.9K
30	LANARK FINANCIAL, INC.	Shares	1.2KSH	$572.4K
31	Sequoia Financial Advisors, LLC	Shares	1.2KSH	$563.1K
32	WADDELL & ASSOCIATES, LLC	Shares	1.2KSH	$539.3K
33	POSTROCK PARTNERS LLC	Shares	1.1KSH	$513.7K
34	SECURIAN ASSET MANAGEMENT, INC	Shares	971SH	$495.2K
35	Clarus Group, Inc.	Shares	1.1KSH	$494.2K
36	6th Street Advisors, LLC	Shares	1.0KSH	$466.7K
37	Morningstar Investment Management LLC	Shares	1.2KSH	$465.0K
38	Farther Finance Advisors, LLC	Shares	922SH	$429.3K
39	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	893SH	$415.9K
40	Central Pacific Bank - Trust Division	Shares	821SH	$382.4K
41	Sunburst Financial Group, LLC	Shares	812SH	$378.2K
42	TrustBank	Shares	807SH	$375.9K
43	NorthCrest Asset Manangement, LLC	Shares	750SH	$367.8K
44	KFG WEALTH MANAGEMENT, LLC	Shares	788SH	$367.0K
45	EQUITABLE TRUST CO	Shares	697SH	$324.6K
46	MBE Wealth Management, LLC	Shares	675SH	$314.6K
47	D.A. DAVIDSON & CO.	Shares	667SH	$310.6K
48	Welch Group, LLC	Shares	660SH	$307.4K
49	WEST BANCORPORATION INC	Shares	650SH	$302.7K
50	EverSource Wealth Advisors, LLC	Shares	644SH	$299.9K

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

50 / 118 loaded

#		Instrument
1	River Road Asset Management, LLC added	Shares	+166.2K	+$83.7M	$110.8M
2	Boston Trust Walden Corp trimmed	Shares	-3.9K	+$16.2M	$93.7M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.6K	+$3.8M	$5.3M
4	FENIMORE ASSET MANAGEMENT INC added	Shares	+783	+$3.5M	$17.0M
5	Sivia Capital Partners, LLC added	Shares	+2.2K	+$1.1M	$1.3M
6	Merit Financial Group, LLC added	Shares	+2.0K	+$1.0M	$1.4M
7	Strong Retirement Solutions LLC added	Shares	+758	+$1.0M	$3.9M
8	Tailwinds Wealth, LLC added	Shares	+1.8K	+$913.3K	$1.3M
9	Covea Finance unchanged	Shares	0	+$871.2K	$4.6M
10	Sequoia Financial Advisors, LLC new	Shares	+1.2K	+$563.1K	$563.1K
11	Fortune Financial Advisors, LLC added	Shares	+854	+$557.6K	$1.2M
12	Legacy Wealth Asset Management, LLC added	Shares	+626	+$505.4K	$1.4M
13	Diversified Trust Co added	Shares	+749	+$436.1K	$810.9K
14	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-251	+$417.3K	$2.7M
15	Mirae Asset Global Investments Co., Ltd. added	Shares	+638	+$404.1K	$863.0K
16	NorthCrest Asset Manangement, LLC new	Shares	+750	+$367.8K	$367.8K
17	WADDELL & ASSOCIATES, LLC added	Shares	+561	+$313.8K	$539.3K
18	Capital Investment Advisory Services, LLC new	Shares	+613	+$285.5K	$285.5K
19	MISSION WEALTH MANAGEMENT, LP new	Shares	+613	+$285.5K	$285.5K
20	Louisiana State Employees Retirement System trimmed	Shares	-200	+$267.7K	$1.8M
21	Apollon Wealth Management, LLC new	Shares	+573	+$266.9K	$266.9K
22	Ellsworth Advisors, LLC new	Shares	+535	+$263.6K	$263.6K
23	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed	Shares	-11.3K	+$239.2K	$23.8M
24	Capstone Wealth Management, LLC new	Shares	+509	+$237.1K	$237.1K
25	Gallacher Capital Management LLC new	Shares	+503	+$234.3K	$234.3K
26	Somerset Trust Co new	Shares	+490	+$228.2K	$228.2K
27	LANARK FINANCIAL, INC. added	Shares	+274	+$211.7K	$572.4K
28	HENGEHOLD CAPITAL MANAGEMENT LLC new	Shares	+454	+$211.3K	$211.3K
29	RIVERSEDGE ADVISORS, LLC new	Shares	+447	+$208.2K	$208.2K
30	Blue Trust, Inc. added	Shares	+127	+$203.3K	$821.6K
31	GAMMA Investing LLC added	Shares	+371	+$194.7K	$288.8K
32	First Heartland Consultants, Inc. added	Shares	+178	+$190.8K	$653.9K
33	MITCHELL & PAHL PRIVATE WEALTH, LLC added	Shares	+74	+$174.4K	$775.0K
34	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-10	+$172.2K	$931.5K
35	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-469	+$168.6K	$1.8M
36	Lord & Richards Wealth Management, LLC added	Shares	+16	+$163.5K	$835.0K
37	EverSource Wealth Advisors, LLC added	Shares	+238	+$146.5K	$299.9K
38	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-371	+$139.5K	$1.5M
39	Trust Point Inc. trimmed	Shares	-129	+$137.3K	$984.6K
40	EQUITABLE TRUST CO added	Shares	+160	+$121.8K	$324.6K
41	Vest Financial, LLC trimmed	Shares	-2.6K	+$120.3K	$5.8M
42	6th Street Advisors, LLC added	Shares	+68	+$113.9K	$466.7K
43	Curated Wealth Partners LLC new	Shares	+95.0K	+$108.8K	$108.8K
44	Sunburst Financial Group, LLC added	Shares	+87	+$104.3K	$378.2K
45	POSTROCK PARTNERS LLC unchanged	Shares	0	+$97.1K	$513.7K
46	SIGNATUREFD, LLC added	Shares	+187	+$95.8K	$133.2K
47	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-100	+$90.7K	$495.2K
48	Cape Investment Advisory, Inc. new	Shares	+161	+$75.0K	$75.0K
49	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-170	+$71.0K	$715.8K
50	TrustBank unchanged	Shares	0	+$71.0K	$375.9K

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