Filing Research | CNNE - Cannae Holdings, Inc. Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	1.9MSH	$27.6M
2	Poehling Capital Management, INC.	Shares	960.1KSH	$13.8M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	157.2KSH	$2.3M
4	SHAYNE & JACOBS, LLC	Shares	84.2KSH	$1.2M
5	Assenagon Asset Management S.A.	Shares	73.7KSH	$1.1M
6	Horrell Capital Management, Inc.	Shares	42.0KSH	$604.8K
7	Y-Intercept (Hong Kong) Ltd	Shares	38.8KSH	$558.7K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	32.0KSH	$467.5K
9	BFSG, LLC	Shares	18.9KSH	$272.2K
10	ANCHYRA PARTNERS LLC	Shares	18.1KSH	$261.0K
11	Symmetry Partners, LLC	Shares	16.9KSH	$242.9K
12	Vigilare Wealth Management	Shares	16.8KSH	$242.1K
13	Abel Hall, LLC	Shares	16.5KSH	$237.9K
14	Park Capital Management, LLC / WI	Shares	14.8KSH	$213.2K
15	Police & Firemen's Retirement System of New Jersey	Shares	12.7KSH	$182.7K
16	Commonwealth Financial Services, LLC	Shares	12.3KSH	$177.7K
17	Fifth Third Wealth Advisors LLC	Shares	10.2KSH	$146.5K
18	Farther Finance Advisors, LLC	Shares	5.7KSH	$82.7K
19	EverSource Wealth Advisors, LLC	Shares	2.6KSH	$36.9K
20	Versant Capital Management, Inc	Shares	2.2KSH	$31.4K
21	GAMMA Investing LLC	Shares	2.0KSH	$28.9K
22	GODSEY & GIBB, INC	Shares	1.9KSH	$28.0K
23	SIGNATUREFD, LLC	Shares	1.1KSH	$15.9K
24	SJS Investment Consulting Inc.	Shares	414SH	$6.0K
25	IFP Advisors, Inc	Shares	389SH	$5.6K
26	LANARK FINANCIAL, INC.	Shares	332SH	$4.8K
27	True Wealth Design, LLC	Shares	223SH	$3.2K
28	Fortitude Family Office, LLC	Shares	152SH	$2.2K
29	Retirement Wealth Solutions LLC	Shares	66SH	$951
30	MassMutual Private Wealth & Trust, FSB	Shares	49SH	$706
31	Wealth Enhancement Trust Services, Inc.	Shares	37SH	$533
32	Sachetta, LLC	Shares	16SH	$231
33	Key FInancial Inc	Shares	9SH	$130
34	Bogart Wealth, LLC	Shares	6SH	$86

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

36 / 36 loaded

#		Instrument
1	River Road Asset Management, LLC trimmed	Shares	-44.4K	+$5.3M	$27.6M
2	Poehling Capital Management, INC. added	Shares	+5.9K	+$3.0M	$13.8M
3	Assenagon Asset Management S.A. new	Shares	+73.7K	+$1.1M	$1.1M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+38.8K	+$558.7K	$558.7K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+32.0K	+$467.5K	$467.5K
6	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-8.3K	+$382.5K	$2.3M
7	ANCHYRA PARTNERS LLC new	Shares	+18.1K	+$261.0K	$261.0K
8	SHAYNE & JACOBS, LLC trimmed	Shares	-520	+$249.1K	$1.2M
9	Symmetry Partners, LLC new	Shares	+16.9K	+$242.9K	$242.9K
10	Abel Hall, LLC new	Shares	+16.5K	+$237.9K	$237.9K
11	Park Capital Management, LLC / WI new	Shares	+14.8K	+$213.2K	$213.2K
12	Fifth Third Wealth Advisors LLC new	Shares	+10.2K	+$146.5K	$146.5K
13	Horrell Capital Management, Inc. trimmed	Shares	-1.9K	+$105.1K	$604.8K
14	BFSG, LLC added	Shares	+1.2K	+$70.6K	$272.2K
15	Vigilare Wealth Management unchanged	Shares	0	+$50.9K	$242.1K
16	Farther Finance Advisors, LLC added	Shares	+2.4K	+$44.6K	$82.7K
17	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$38.5K	$182.7K
18	Commonwealth Financial Services, LLC trimmed	Shares	-363	+$33.3K	$177.7K
19	EverSource Wealth Advisors, LLC added	Shares	+1.5K	+$24.8K	$36.9K
20	GAMMA Investing LLC added	Shares	+1.2K	+$19.7K	$28.9K
21	Versant Capital Management, Inc added	Shares	+645	+$13.9K	$31.4K
22	SJS Investment Consulting Inc. new	Shares	+414	+$6.0K	$6.0K
23	GODSEY & GIBB, INC unchanged	Shares	0	+$5.9K	$28.0K
24	IFP Advisors, Inc added	Shares	+299	+$4.6K	$5.6K
25	SIGNATUREFD, LLC unchanged	Shares	0	+$3.4K	$15.9K
26	True Wealth Design, LLC added	Shares	+222	+$3.2K	$3.2K
27	Fortitude Family Office, LLC new	Shares	+152	+$2.2K	$2.2K
28	LANARK FINANCIAL, INC. added	Shares	+3	+$1.0K	$4.8K
29	Wealth Enhancement Trust Services, Inc. new	Shares	+37	+$533	$533
30	Retirement Wealth Solutions LLC added	Shares	+23	+$462	$951
31	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$149	$706
32	Sachetta, LLC unchanged	Shares	0	+$49	$231
33	Key FInancial Inc unchanged	Shares	0	+$28	$130
34	Bogart Wealth, LLC unchanged	Shares	0	+$18	$86
35	Vermillion Wealth Management, Inc. exited	Shares	-12	-$136	$0
36	JFS WEALTH ADVISORS, LLC exited	Shares	-623	-$7.1K	$0