Filing Research | CHH - CHOICE HOTELS INTL INC Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	898.9KSH	$99.1M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	359.6KSH	$39.6M
3	FENIMORE ASSET MANAGEMENT INC	Shares	127.3KSH	$14.0M
4	DAVENPORT & Co LLC	Shares	13.3KSH	$1.5M
5	Police & Firemen's Retirement System of New Jersey	Shares	13.1KSH	$1.4M
6	Savoir Faire Capital Management, L.P.	Shares	9.1KSH	$1.0M
7	Louisiana State Employees Retirement System	Shares	5.9KSH	$650.6K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	5.7KSH	$628.3K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	4.9KSH	$535.8K
10	Investment Research & Advisory Group, Inc.	Shares	4.3KSH	$469.4K
11	Sequoia Financial Advisors, LLC	Shares	4.3KSH	$468.6K
12	Malaga Cove Capital, LLC	Shares	3.7KSH	$409.1K
13	Aaron Wealth Advisors LLC	Shares	3.5KSH	$385.3K
14	Brown Miller Wealth Management, LLC	Shares	2.9KSH	$315.4K
15	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	2.7KSH	$297.7K
16	Heartwood Wealth Advisors LLC	Shares	2.7KSH	$297.7K
17	Cadent Capital Advisors, LLC	Shares	2.0KSH	$225.6K
18	LVW Advisors, LLC	Shares	1.8KSH	$203.8K
19	Net Worth Advisory Group	Shares	1.8KSH	$202.0K
20	SECURIAN ASSET MANAGEMENT, INC	Shares	1.4KSH	$161.8K
21	MARYLAND CAPITAL ADVISORS INC.	Shares	1.0KSH	$110.7K
22	GAMMA Investing LLC	Shares	762SH	$84.0K
23	IFP Advisors, Inc	Shares	626SH	$69.0K
24	SJS Investment Consulting Inc.	Shares	562SH	$62.0K
25	SIGNATUREFD, LLC	Shares	518SH	$57.1K
26	HM PAYSON & CO	Shares	492SH	$54.3K
27	VIMA LLC	Shares	314SH	$34.6K
28	EverSource Wealth Advisors, LLC	Shares	273SH	$30.1K
29	Farther Finance Advisors, LLC	Shares	229SH	$25.3K
30	FIRST UNITED BANK & TRUST	Shares	100SH	$11.0K
31	CoreCap Advisors, LLC	Shares	97SH	$10.7K
32	Versant Capital Management, Inc	Shares	73SH	$8.1K
33	MassMutual Private Wealth & Trust, FSB	Shares	64SH	$7.1K
34	Blue Trust, Inc.	Shares	56SH	$6.2K
35	True Wealth Design, LLC	Shares	55SH	$6.1K
36	High Note Wealth, LLC	Shares	52SH	$5.7K
37	ELEVATION WEALTH PARTNERS, LLC	Shares	51SH	$5.6K
38	Key FInancial Inc	Shares	41SH	$4.5K
39	AdvisorNet Financial, Inc	Shares	36SH	$4.0K
40	ENTRUST FINANCIAL LLC	Shares	34SH	$3.8K
41	Steigerwald, Gordon & Koch Inc.	Shares	29SH	$3.2K
42	FARMERS & MERCHANTS INVESTMENTS INC	Shares	19SH	$2.1K
43	LRI Investments, LLC	Shares	19SH	$2.1K
44	Fortitude Family Office, LLC	Shares	16SH	$1.8K
45	Physician Wealth Advisors, Inc.	Shares	13SH	$1.4K
46	AMALGAMATED BANK	Shares	10.1KSH	$1.1K
47	JFS WEALTH ADVISORS, LLC	Shares	10SH	$1.1K
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	9.6KSH	$1.1K
49	Handelsbanken Fonder AB	Shares	7.4KSH	$811
50	Bogart Wealth, LLC	Shares	7SH	$772

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

50 / 64 loaded

#		Instrument
1	Boston Trust Walden Corp trimmed	Shares	-31.8K	+$2.8M	$99.1M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+149	+$2.4M	$39.6M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+773	+$168.4K	$1.4M
4	Aaron Wealth Advisors LLC added	Shares	+677	+$93.7K	$385.3K
5	DAVENPORT & Co LLC trimmed	Shares	-290	+$60.3K	$1.5M
6	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$32.5K	$297.7K
7	Investment Research & Advisory Group, Inc. added	Shares	+10	+$29.9K	$469.4K
8	Louisiana State Employees Retirement System trimmed	Shares	-100	+$29.6K	$650.6K
9	Sequoia Financial Advisors, LLC trimmed	Shares	-15	+$27.2K	$468.6K
10	Brown Miller Wealth Management, LLC unchanged	Shares	0	+$19.4K	$315.4K
11	Heartwood Wealth Advisors LLC unchanged	Shares	0	+$18.3K	$297.7K
12	GAMMA Investing LLC added	Shares	+121	+$17.7K	$84.0K
13	Cadent Capital Advisors, LLC unchanged	Shares	0	+$13.9K	$225.6K
14	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$12.1K	$161.8K
15	SIGNATUREFD, LLC added	Shares	+57	+$9.4K	$57.1K
16	True Wealth Design, LLC added	Shares	+53	+$5.9K	$6.1K
17	IFP Advisors, Inc unchanged	Shares	0	+$4.2K	$69.0K
18	HM PAYSON & CO unchanged	Shares	0	+$3.3K	$54.3K
19	Farther Finance Advisors, LLC added	Shares	+11	+$2.8K	$25.3K
20	ELEVATION WEALTH PARTNERS, LLC added	Shares	+21	+$2.5K	$5.6K
21	SJS Investment Consulting Inc. trimmed	Shares	-13	+$2.5K	$62.0K
22	Versant Capital Management, Inc added	Shares	+15	+$2.0K	$8.1K
23	Wealth Enhancement Trust Services, Inc. new	Shares	+7	+$772	$772
24	FIRST UNITED BANK & TRUST unchanged	Shares	0	+$677	$11.0K
25	Creative Capital Management Investments LLC new	Shares	+6	+$662	$662
26	CoreCap Advisors, LLC unchanged	Shares	0	+$656	$10.7K
27	High Note Wealth, LLC unchanged	Shares	0	+$352	$5.7K
28	LRI Investments, LLC added	Shares	+2	+$335	$2.1K
29	Key FInancial Inc unchanged	Shares	0	+$277	$4.5K
30	AdvisorNet Financial, Inc unchanged	Shares	0	+$244	$4.0K
31	Activest Wealth Management new	Shares	+2	+$221	$221
32	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$196	$3.2K
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+654	+$133	$1.1K
34	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$128	$2.1K
35	Hughes Financial Services, LLC added	Shares	+1	+$124	$331
36	Fortitude Family Office, LLC unchanged	Shares	0	+$108	$1.8K
37	AMALGAMATED BANK added	Shares	+213	+$90	$1.1K
38	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$88	$1.4K
39	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$68	$1.1K
40	Handelsbanken Fonder AB unchanged	Shares	0	+$50	$811
41	Bogart Wealth, LLC unchanged	Shares	0	+$47	$772
42	Cromwell Holdings LLC unchanged	Shares	0	+$47	$772
43	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$20	$331
44	Quaker Wealth Management, LLC unchanged	Shares	0	+$20	$331
45	State of Alaska, Department of Revenue trimmed	Shares	-77	+$6	$219
46	Capital Advisors, Ltd. LLC trimmed	Shares	-2	+$1	$22
47	CX Institutional unchanged	Shares	0	$0	$1
48	Blue Trust, Inc. trimmed	Shares	-4	-$35	$6.2K
49	SBI Securities Co., Ltd. exited	Shares	-1	-$104	$0
50	Vermillion Wealth Management, Inc. exited	Shares	-1	-$104	$0

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