Filing Research | CHRD - CHORD ENERGY CORPORATION Institutional Holdings

Snapshot holdings

50 / 87 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	215.8KSH	$24.7M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	105.2KSH	$12.0M
3	Arkfeld Wealth Strategies, L.L.C.	Shares	97.7KSH	$10.9M
4	Y-Intercept (Hong Kong) Ltd	Shares	55.4KSH	$6.3M
5	Oak Thistle LLC	Shares	33.4KSH	$3.8M
6	Police & Firemen's Retirement System of New Jersey	Shares	25.4KSH	$2.9M
7	Morningstar Investment Management LLC	Shares	20.3KSH	$2.9M
8	ARGENT CAPITAL MANAGEMENT LLC	Shares	17.5KSH	$2.0M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	16.6KSH	$1.9M
10	Louisiana State Employees Retirement System	Shares	16.5KSH	$1.9M
11	KRAEMATON INVESTMENT ADVISORS, INC	Shares	13.9KSH	$1.6M
12	PARAGON CAPITAL MANAGEMENT INC	Shares	13.7KSH	$1.6M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.5KSH	$1.5M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.6KSH	$1.5M
15	Crossmark Global Holdings, Inc.	Shares	11.9KSH	$1.4M
16	LANARK FINANCIAL, INC.	Shares	10.4KSH	$1.2M
17	ALBERT D MASON INC	Shares	9.3KSH	$1.1M
18	Merit Financial Group, LLC	Shares	8.0KSH	$918.3K
19	Unison Advisors LLC	Shares	7.6KSH	$871.9K
20	SIERRA SUMMIT ADVISORS LLC	Shares	7.2KSH	$823.2K
21	Envestnet Portfolio Solutions, Inc.	Shares	5.7KSH	$654.5K
22	FIRST CITIZENS BANK & TRUST CO	Shares	5.4KSH	$613.8K
23	Sequoia Financial Advisors, LLC	Shares	5.1KSH	$583.7K
24	BENJAMIN EDWARDS INC	Shares	4.7KSH	$539.6K
25	SECURIAN ASSET MANAGEMENT, INC	Shares	4.2KSH	$536.9K
26	Artemis Investment Management LLP	Shares	4.6KSH	$526.7K
27	GRACE & WHITE INC /NY	Shares	4.4KSH	$507.1K
28	Burns Matteson Capital Management, LLC	Shares	4.0KSH	$456.1K
29	SIGNATUREFD, LLC	Shares	3.1KSH	$354.8K
30	Fifth Third Wealth Advisors LLC	Shares	2.5KSH	$284.7K
31	MOODY ALDRICH PARTNERS LLC	Shares	2.4KSH	$274.8K
32	Post Resch Tallon Group Inc.	Shares	1.9KSH	$212.4K
33	Sivia Capital Partners, LLC	Shares	1.8KSH	$200.9K
34	GAMMA Investing LLC	Shares	1.6KSH	$184.9K
35	Farther Finance Advisors, LLC	Shares	1.4KSH	$158.6K
36	Founders Capital Management	Shares	815SH	$93.2K
37	EverSource Wealth Advisors, LLC	Shares	725SH	$82.9K
38	Triumph Capital Management	Shares	560SH	$64.0K
39	MassMutual Private Wealth & Trust, FSB	Shares	536SH	$61.3K
40	EXCHANGE TRADED CONCEPTS, LLC	Shares	535SH	$61.2K
41	SBI Securities Co., Ltd.	Shares	495SH	$56.6K
42	Blue Trust, Inc.	Shares	437SH	$49.9K
43	Mirae Asset Global Investments Co., Ltd.	Shares	381SH	$43.5K
44	IFP Advisors, Inc	Shares	331SH	$37.8K
45	Curated Wealth Partners LLC	Shares	15.3KSH	$27.9K
46	Versant Capital Management, Inc	Shares	237SH	$27.1K
47	ADAMS NATURAL RESOURCES FUND, INC.	Shares	225SH	$25.7K
48	Valued Wealth Advisors LLC	Shares	132SH	$15.1K
49	FINANCIAL CONSULATE, INC	Shares	100SH	$11.4K
50	LifeSteps Financial, Inc.	Shares	100SH	$11.4K

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

50 / 91 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+215.8K	+$24.7M	$24.7M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+55.4K	+$6.3M	$6.3M
3	Oak Thistle LLC added	Shares	+30.1K	+$3.4M	$3.8M
4	ARGENT CAPITAL MANAGEMENT LLC new	Shares	+17.5K	+$2.0M	$2.0M
5	SIERRA SUMMIT ADVISORS LLC new	Shares	+7.2K	+$823.2K	$823.2K
6	Crossmark Global Holdings, Inc. added	Shares	+7.3K	+$708.2K	$1.4M
7	Artemis Investment Management LLP new	Shares	+4.6K	+$526.7K	$526.7K
8	Burns Matteson Capital Management, LLC new	Shares	+4.0K	+$456.1K	$456.1K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.9K	+$107.5K	$1.5M
10	Fifth Third Wealth Advisors LLC added	Shares	+936	+$63.6K	$284.7K
11	Curated Wealth Partners LLC new	Shares	+15.3K	+$27.9K	$27.9K
12	SIGNATUREFD, LLC added	Shares	+801	+$27.4K	$354.8K
13	EverSource Wealth Advisors, LLC added	Shares	+310	+$23.9K	$82.9K
14	Versant Capital Management, Inc added	Shares	+182	+$19.3K	$27.1K
15	LifeSteps Financial, Inc. new	Shares	+100	+$11.4K	$11.4K
16	Farther Finance Advisors, LLC added	Shares	+268	+$5.7K	$158.6K
17	FIRST HORIZON CORP new	Shares	+16	+$1.8K	$1.8K
18	Creative Capital Management Investments LLC new	Shares	+13	+$1.5K	$1.5K
19	Bogart Wealth, LLC added	Shares	+12	+$1.3K	$1.8K
20	HORIZON FINANCIAL SERVICES, LLC new	Shares	+8	+$914	$914
21	Quest 10 Wealth Builders, Inc. new	Shares	+6	+$686	$686
22	JFS WEALTH ADVISORS, LLC added	Shares	+6	+$323	$2.2K
23	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+4	+$317	$914
24	LRI Investments, LLC new	Shares	+2	+$229	$229
25	Hunter Perkins Capital Management, LLC added	Shares	+2.5K	+$139	$915
26	Abound Wealth Management new	Shares	+1	+$115	$115
27	Hughes Financial Services, LLC added	Shares	+1	+$30	$457
28	Valued Wealth Advisors LLC added	Shares	+26	+$16	$15.1K
29	Morningstar Investment Management LLC unchanged	Shares	0	$0	$2.9M
30	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$3	$13
31	Raleigh Capital Management Inc. unchanged	Shares	0	-$13	$54
32	Dakota Community Bank & Trust NA unchanged	Shares	0	-$28	$114
33	Rosenberg Matthew Hamilton unchanged	Shares	0	-$28	$114
34	Activest Wealth Management added	Shares	+5	-$42	$3.1K
35	DELTA CAPITAL MANAGEMENT LLC unchanged	Shares	0	-$57	$234
36	PARK AVENUE SECURITIES LLC added	Shares	+557	-$65	$593
37	Key FInancial Inc unchanged	Shares	0	-$84	$343
38	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$111	$458
39	Ares Financial Consulting, LLC unchanged	Shares	0	-$136	$686
40	Cromwell Holdings LLC unchanged	Shares	0	-$251	$1.0K
41	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$279	$1.1K
42	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	-$279	$1.1K
43	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+627	-$402	$2.0K
44	Vermillion Wealth Management, Inc. exited	Shares	-3	-$427	$0
45	Fortitude Family Office, LLC unchanged	Shares	0	-$529	$2.2K
46	Sachetta, LLC added	Shares	+8	-$591	$7.1K
47	AdvisorNet Financial, Inc added	Shares	+2	-$636	$3.8K
48	Physician Wealth Advisors, Inc. added	Shares	+4	-$686	$5.1K
49	AMALGAMATED BANK trimmed	Shares	-456	-$769	$2.9K
50	Mountain Hill Investment Partners Corp. unchanged	Shares	0	-$861	$3.7K

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