Filing Research | CLF - CLEVELAND-CLIFFS INC NEW Institutional Holdings

Snapshot holdings

50 / 125 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	6.0MSH	$56.5M
2	EASTERLY INVESTMENT PARTNERS LLC	Shares	2.4MSH	$22.7M
3	Douglas Lane & Associates, LLC	Shares	2.3MSH	$21.7M
4	LEE DANNER & BASS INC	Shares	452.0KSH	$4.2M
5	Y-Intercept (Hong Kong) Ltd	Shares	318.3KSH	$3.0M
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	269.9KSH	$2.5M
7	Police & Firemen's Retirement System of New Jersey	Shares	256.2KSH	$2.4M
8	ARS Investment Partners, LLC	Shares	213.4KSH	$2.0M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	177.6KSH	$1.7M
10	Louisiana State Employees Retirement System	Shares	166.9KSH	$1.6M
11	TECTONIC ADVISORS LLC	Shares	147.7KSH	$1.4M
12	Murphy Pohlad Asset Management LLC	Shares	137.6KSH	$1.3M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	136.6KSH	$1.3M
14	Benefit Street Partners LLC	Shares	125.0KSH	$1.2M
15	Friedenthal Financial	Shares	113.1KSH	$1.1M
16	Register Financial Advisors LLC	Shares	104.9KSH	$985.2K
17	Sunpointe, LLC	Shares	102.0KSH	$957.4K
18	Marshall Financial Group, LLC	Shares	100.2KSH	$941.1K
19	Counterpoint Mutual Funds LLC	Shares	95.9KSH	$900.3K
20	LANARK FINANCIAL, INC.	Shares	94.7KSH	$889.3K
21	180 WEALTH ADVISORS, LLC	Shares	89.8KSH	$843.1K
22	Total Clarity Wealth Management, Inc.	Shares	88.5KSH	$831.1K
23	D.A. DAVIDSON & CO.	Shares	64.2KSH	$603.2K
24	CULLEN INVESTMENT GROUP, LTD.	Shares	62.1KSH	$582.8K
25	Unison Advisors LLC	Shares	61.7KSH	$579.4K
26	CoreCap Advisors, LLC	Shares	60.1KSH	$564.8K
27	MOODY NATIONAL BANK TRUST DIVISION	Shares	58.0KSH	$544.8K
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	54.0KSH	$508.1K
29	First National Advisers, LLC	Shares	53.7KSH	$504.4K
30	KOM Wealth Management Group, LLC	Shares	42.2KSH	$396.4K
31	SECURIAN ASSET MANAGEMENT, INC	Shares	42.0KSH	$389.7K
32	Farther Finance Advisors, LLC	Shares	37.9KSH	$355.7K
33	Accredited Investors Inc.	Shares	35.9KSH	$337.3K
34	Sequoia Financial Advisors, LLC	Shares	29.8KSH	$279.9K
35	Crossmark Global Holdings, Inc.	Shares	29.2KSH	$274.3K
36	J.W. COLE ADVISORS, INC.	Shares	29.2KSH	$274.3K
37	MFA WEALTH ADVISORS, LLC	Shares	27.3KSH	$256.4K
38	Apollon Wealth Management, LLC	Shares	25.4KSH	$238.7K
39	JAMES INVESTMENT RESEARCH, INC.	Shares	24.8KSH	$232.6K
40	Northland Capital Management LLC	Shares	24.6KSH	$230.8K
41	4WEALTH ADVISORS, INC.	Shares	23.0KSH	$215.9K
42	Fortis Group Advisors, LLC	Shares	22.2KSH	$208.1K
43	PFG Investments, LLC	Shares	21.8KSH	$204.9K
44	TriaGen Wealth Management LLC	Shares	21.7KSH	$203.6K
45	Capital Investment Advisory Services, LLC	Shares	21.4KSH	$200.8K
46	CIDEL ASSET MANAGEMENT INC	Shares	20.6KSH	$193.6K
47	Whitcomb & Hess, Inc.	Shares	19.3KSH	$180.9K
48	INDEPENDENT FINANCIAL GROUP, LLC	Shares	18.8KSH	$176.3K
49	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	18.7KSH	$175.6K
50	Infinity Wealth Counsel, LLC	Shares	18.3KSH	$171.4K

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

50 / 139 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+4.1M	+$40.0M	$56.5M
2	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+455.3K	+$6.2M	$22.7M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+318.3K	+$3.0M	$3.0M
4	Douglas Lane & Associates, LLC trimmed	Shares	-70.8K	+$1.6M	$21.7M
5	Benefit Street Partners LLC new	Shares	+125.0K	+$1.2M	$1.2M
6	Friedenthal Financial new	Shares	+113.1K	+$1.1M	$1.1M
7	Sunpointe, LLC new	Shares	+102.0K	+$957.4K	$957.4K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+39.9K	+$640.4K	$2.5M
9	MOODY NATIONAL BANK TRUST DIVISION new	Shares	+58.0K	+$544.8K	$544.8K
10	LEE DANNER & BASS INC unchanged	Shares	0	+$424.9K	$4.2M
11	Police & Firemen's Retirement System of New Jersey added	Shares	+16.8K	+$383.0K	$2.4M
12	J.W. COLE ADVISORS, INC. new	Shares	+29.2K	+$274.3K	$274.3K
13	Marshall Financial Group, LLC added	Shares	+17.7K	+$243.5K	$941.1K
14	TriaGen Wealth Management LLC new	Shares	+21.7K	+$203.6K	$203.6K
15	Total Clarity Wealth Management, Inc. added	Shares	+14.1K	+$202.3K	$831.1K
16	Louisiana State Employees Retirement System added	Shares	+1.5K	+$169.6K	$1.6M
17	First National Advisers, LLC added	Shares	+9.9K	+$134.6K	$504.4K
18	ARS Investment Partners, LLC trimmed	Shares	-9.9K	+$117.2K	$2.0M
19	SLT Holdings LLC new	Shares	+11.3K	+$105.6K	$105.6K
20	Legacy Advisors, LLC new	Shares	+10.7K	+$100.2K	$100.2K
21	Register Financial Advisors LLC trimmed	Shares	-400	+$95.3K	$985.2K
22	180 WEALTH ADVISORS, LLC added	Shares	+1.0K	+$93.0K	$843.1K
23	Counterpoint Mutual Funds LLC trimmed	Shares	-1.8K	+$75.0K	$900.3K
24	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-6.4K	+$74.7K	$1.3M
25	Murphy Pohlad Asset Management LLC trimmed	Shares	-6.6K	+$73.6K	$1.3M
26	CULLEN INVESTMENT GROUP, LTD. unchanged	Shares	0	+$58.3K	$582.8K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+504	+$58.3K	$508.1K
28	Unison Advisors LLC unchanged	Shares	0	+$58.0K	$579.4K
29	CoreCap Advisors, LLC trimmed	Shares	-772	+$50.0K	$564.8K
30	GAMMA Investing LLC added	Shares	+4.6K	+$49.9K	$114.1K
31	Farther Finance Advisors, LLC added	Shares	+773	+$48.8K	$355.7K
32	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-14.3K	+$45.7K	$1.7M
33	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-48	+$34.5K	$389.7K
34	Sequoia Financial Advisors, LLC added	Shares	+504	+$32.3K	$279.9K
35	4WEALTH ADVISORS, INC. added	Shares	+180	+$30.7K	$215.9K
36	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$27.5K	$274.3K
37	Merit Financial Group, LLC added	Shares	+1.4K	+$26.9K	$150.2K
38	LANARK FINANCIAL, INC. trimmed	Shares	-7.7K	+$23.6K	$889.3K
39	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$23.3K	$232.6K
40	Northland Capital Management LLC unchanged	Shares	0	+$23.1K	$230.8K
41	KOM Wealth Management Group, LLC trimmed	Shares	-2.0K	+$22.8K	$396.4K
42	Versant Capital Management, Inc added	Shares	+1.6K	+$21.4K	$77.4K
43	Community Financial Services Group, LLC new	Shares	+2.2K	+$20.7K	$20.7K
44	Whitcomb & Hess, Inc. unchanged	Shares	0	+$18.1K	$180.9K
45	TECTONIC ADVISORS LLC trimmed	Shares	-14.3K	+$17.9K	$1.4M
46	CAISSE DES DEPOTS ET CONSIGNATIONS unchanged	Shares	0	+$17.6K	$175.6K
47	Infinity Wealth Counsel, LLC unchanged	Shares	0	+$17.2K	$171.4K
48	IFP Advisors, Inc added	Shares	+1.5K	+$17.1K	$48.1K
49	Byrne Asset Management LLC added	Shares	+590	+$16.5K	$114.9K
50	PFG Investments, LLC trimmed	Shares	-666	+$14.9K	$204.9K

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