Filing Research | CME - CME GROUP INC Institutional Holdings

Snapshot holdings

50 / 441 loaded

#		Instrument	quantity
1	PineStone Asset Management Inc.	Shares	2.7MSH	$600.5M
2	Sarasin & Partners LLP	Shares	1.3MSH	$290.2M
3	Rathbones Group PLC	Shares	1.1MSH	$232.9M
4	Hamlin Capital Management, LLC	Shares	537.1KSH	$118.6M
5	Canoe Financial LP	Shares	490.2KSH	$108.3M
6	Assenagon Asset Management S.A.	Shares	365.2KSH	$80.7M
7	OFI INVEST ASSET MANAGEMENT	Shares	405.3KSH	$78.5M
8	Ninety One UK Ltd	Shares	337.4KSH	$74.5M
9	Swedbank AB	Shares	293.4KSH	$64.8M
10	SCHARF INVESTMENTS, LLC	Shares	289.4KSH	$63.9M
11	AEGON ASSET MANAGEMENT UK PLC	Shares	281.9KSH	$62.2M
12	Robeco Institutional Asset Management B.V.	Shares	177.4KSH	$39.2M
13	BENJAMIN EDWARDS INC	Shares	148.5KSH	$32.8M
14	Y-Intercept (Hong Kong) Ltd	Shares	148.3KSH	$32.8M
15	FRANKLIN STREET ADVISORS INC /NC	Shares	112.1KSH	$24.8M
16	Czech National Bank	Shares	103.1KSH	$22.8M
17	Perpetual Ltd	Shares	94.5KSH	$20.9M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	94.9KSH	$20.8M
19	Mirae Asset Global Investments Co., Ltd.	Shares	91.9KSH	$20.3M
20	IFM Investors Pty Ltd	Shares	84.0KSH	$18.6M
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	80.0KSH	$17.7M
22	Empire Life Investments Inc.	Shares	76.4KSH	$16.9M
23	Bogart Wealth, LLC	Shares	74.4KSH	$16.4M
24	Townsend & Associates, Inc	Shares	66.0KSH	$16.2M
25	GODSEY & GIBB, INC	Shares	71.3KSH	$15.7M
26	PensionDanmark Pensionsforsikringsaktieselskab	Shares	68.3KSH	$15.1M
27	Envestnet Portfolio Solutions, Inc.	Shares	63.9KSH	$14.1M
28	CONGRESS ASSET MANAGEMENT CO	Shares	62.8KSH	$13.9M
29	QRG CAPITAL MANAGEMENT, INC.	Shares	62.7KSH	$13.8M
30	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	62.0KSH	$13.7M
31	IRON Financial LLC	Shares	58.3KSH	$12.9M
32	BANQUE PICTET & CIE SA	Shares	56.7KSH	$12.5M
33	CARY STREET PARTNERS FINANCIAL LLC	Shares	56.2KSH	$12.4M
34	Bank Pictet & Cie (Europe) AG	Shares	55.8KSH	$12.3M
35	Police & Firemen's Retirement System of New Jersey	Shares	54.5KSH	$12.0M
36	FIRST CITIZENS BANK & TRUST CO	Shares	53.5KSH	$11.8M
37	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	51.0KSH	$11.3M
38	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	48.6KSH	$10.7M
39	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	46.3KSH	$10.2M
40	Keystone Financial Planning, Inc.	Shares	43.3KSH	$9.6M
41	Alley Investment Management Company, LLC	Shares	43.0KSH	$9.5M
42	Fideuram Asset Management (Ireland) dac	Shares	34.0KSH	$9.2M
43	Fulcrum Capital LLC	Shares	40.9KSH	$9.0M
44	GHP Investment Advisors, Inc.	Shares	40.8KSH	$9.0M
45	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	40.2KSH	$8.9M
46	Martin Capital Partners, LLC	Shares	40.1KSH	$8.9M
47	EXCHANGE TRADED CONCEPTS, LLC	Shares	38.9KSH	$8.6M
48	Boston Common Asset Management, LLC	Shares	38.4KSH	$8.5M
49	Embree Financial Group	Shares	38.1KSH	$8.4M
50	TrueMark Investments, LLC	Shares	38.0KSH	$8.4M

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

50 / 513 loaded

#		Instrument
1	OFI INVEST ASSET MANAGEMENT added	Shares	+399.1K	+$76.7M	$78.5M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+137.8K	+$29.6M	$32.8M
3	Perpetual Ltd added	Shares	+91.8K	+$20.1M	$20.9M
4	Sarasin & Partners LLP added	Shares	+383.6K	+$15.4M	$290.2M
5	Martin Capital Partners, LLC added	Shares	+8.5K	+$8.9M	$8.9M
6	Assenagon Asset Management S.A. added	Shares	+119.6K	+$8.1M	$80.7M
7	Pekao Towarzystwo Funduszy Inwestycyjnych S.A. new	Shares	+30.1K	+$6.6M	$6.6M
8	CAISSE DES DEPOTS ET CONSIGNATIONS added	Shares	+16.3K	+$3.0M	$5.2M
9	Fideuram Asset Management (Ireland) dac added	Shares	+13.2K	+$2.5M	$9.2M
10	RMR Wealth Builders added	Shares	+12.2K	+$2.3M	$3.9M
11	Oak Thistle LLC added	Shares	+13.9K	+$2.0M	$6.3M
12	Prospera Financial Services Inc new	Shares	+8.4K	+$1.8M	$1.8M
13	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+7.9K	+$1.5M	$2.3M
14	Brookmont Capital Management new	Shares	+5.6K	+$1.2M	$1.2M
15	Waycross Investment Management Co new	Shares	+4.7K	+$1.0M	$1.0M
16	RFG Advisory, LLC added	Shares	+4.6K	+$854.2K	$1.5M
17	Curated Wealth Partners LLC new	Shares	+658.6K	+$771.8K	$771.8K
18	Skylands Capital, LLC new	Shares	+3.1K	+$695.6K	$695.6K
19	Sierra Legacy Group new	Shares	+2.9K	+$631.1K	$631.1K
20	IAMS WEALTH MANAGEMENT, LLC new	Shares	+2.4K	+$524.0K	$524.0K
21	HENNESSY ADVISORS INC new	Shares	+2.1K	+$463.7K	$463.7K
22	Trust Asset Management LLC added	Shares	+4.0K	+$430.0K	$1.6M
23	Catalyst Capital Advisors LLC added	Shares	+2.7K	+$371.7K	$1.3M
24	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+10.9K	+$332.3K	$8.6M
25	Malaga Cove Capital, LLC new	Shares	+1.3K	+$284.0K	$284.0K
26	HM PAYSON & CO added	Shares	+1.8K	+$241.0K	$826.7K
27	OLD NATIONAL BANCORP /IN/ new	Shares	+1.1K	+$238.7K	$238.7K
28	Platform Technology Partners new	Shares	+1.1K	+$236.7K	$236.7K
29	Baader Bank Aktiengesellschaft new	Shares	+1.1K	+$236.5K	$236.5K
30	SAX WEALTH ADVISORS, LLC added	Shares	+588	+$228.4K	$898.7K
31	Confluence Wealth Services, Inc. added	Shares	+1.4K	+$194.3K	$643.9K
32	Apollon Wealth Management, LLC added	Shares	+5.3K	+$133.8K	$4.3M
33	BARRETT & COMPANY, INC. added	Shares	+657	+$128.3K	$194.7K
34	Sava Infond d.o.o. added	Shares	+640	+$96.6K	$273.8K
35	Keystone Financial Planning, Inc. added	Shares	+11.2K	+$92.1K	$9.6M
36	Alpha Zero LLC added	Shares	+598	+$80.3K	$483.2K
37	AMERICAN NATIONAL BANK & TRUST added	Shares	+339	+$67.0K	$98.3K
38	BayBridge Capital Group, LLC added	Shares	+384	+$35.7K	$292.4K
39	Grant Private Wealth Management Inc added	Shares	+562	+$28.4K	$408.1K
40	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+127	+$28.0K	$28.0K
41	Formidable Asset Management, LLC trimmed	Shares	-62	+$26.4K	$577.6K
42	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+140	+$24.9K	$48.8K
43	Strategic Investment Solutions, Inc. /IL added	Shares	+129	+$22.7K	$45.7K
44	LifeSteps Financial, Inc. new	Shares	+83	+$18.3K	$18.3K
45	Optas, LLC added	Shares	+404	+$14.8K	$309.6K
46	Trust Point Inc. added	Shares	+432	+$11.3K	$344.7K
47	Davis Capital Management added	Shares	+44	+$9.5K	$10.4K
48	First Pacific Financial added	Shares	+46	+$8.4K	$15.2K
49	Cape Investment Advisory, Inc. new	Shares	+38	+$8.4K	$8.4K
50	Gleason Group, Inc. new	Shares	+37	+$8.2K	$8.2K

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