Filing Research | CSTM - Constellium SE Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	294.5KSH	$9.4M
2	Sequoia Financial Advisors, LLC	Shares	198.0KSH	$6.3M
3	Rockingstone Advisors LLC	Shares	171.8KSH	$5.5M
4	Robeco Institutional Asset Management B.V.	Shares	69.6KSH	$2.2M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	76.0KSH	$2.0M
6	Y-Intercept (Hong Kong) Ltd	Shares	40.7KSH	$1.3M
7	Police & Firemen's Retirement System of New Jersey	Shares	40.0KSH	$1.3M
8	Merit Financial Group, LLC	Shares	30.9KSH	$983.5K
9	Spire Wealth Management	Shares	25.9KSH	$826.1K
10	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	25.7KSH	$820.1K
11	INDEPENDENT FINANCIAL GROUP, LLC	Shares	25.5KSH	$812.7K
12	DAVENPORT & Co LLC	Shares	20.7KSH	$660.9K
13	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	15.5KSH	$494.6K
14	GK Wealth Management LLC	Shares	15.1KSH	$479.8K
15	Triumph Capital Management	Shares	14.2KSH	$453.5K
16	Rathbones Group PLC	Shares	12.9KSH	$411.6K
17	Revisor Wealth Management LLC	Shares	12.4KSH	$394.9K
18	PFG Investments, LLC	Shares	11.4KSH	$364.1K
19	Arista Wealth Management, LLC	Shares	10.0KSH	$320.1K
20	Abel Hall, LLC	Shares	8.7KSH	$275.8K
21	Baron Wealth Management LLC	Shares	8.3KSH	$264.0K
22	Ballentine Partners, LLC	Shares	8.0KSH	$254.0K
23	Arlington Capital Management, Inc.	Shares	7.9KSH	$251.0K
24	Oxinas Partners, LLC	Shares	7.8KSH	$247.8K
25	Dynamic Advisor Solutions LLC	Shares	7.6KSH	$242.4K
26	NorthCrest Asset Manangement, LLC	Shares	7.9KSH	$235.1K
27	Synergy Asset Management, LLC	Shares	7.3KSH	$231.4K
28	Mirae Asset Global Investments Co., Ltd.	Shares	6.6KSH	$211.1K
29	WORLD EQUITY GROUP, INC.	Shares	6.4KSH	$204.5K
30	IFP Advisors, Inc	Shares	5.8KSH	$186.0K
31	Golden State Wealth Management, LLC	Shares	5.6KSH	$177.4K
32	Versant Capital Management, Inc	Shares	5.1KSH	$163.7K
33	Farther Finance Advisors, LLC	Shares	5.0KSH	$159.4K
34	SIGNATUREFD, LLC	Shares	4.0KSH	$126.6K
35	GAMMA Investing LLC	Shares	3.6KSH	$113.6K
36	EverSource Wealth Advisors, LLC	Shares	3.5KSH	$110.6K
37	True Wealth Design, LLC	Shares	1.1KSH	$34.9K
38	Curated Wealth Partners LLC	Shares	15.0KSH	$16.6K
39	Pacifica Partners Inc.	Shares	500SH	$14.7K
40	LANARK FINANCIAL, INC.	Shares	276SH	$8.8K
41	Fortitude Family Office, LLC	Shares	247SH	$7.9K
42	SJS Investment Consulting Inc.	Shares	227SH	$7.2K
43	TOMPKINS FINANCIAL CORP	Shares	200SH	$6.4K
44	Wealth Enhancement Trust Services, Inc.	Shares	183SH	$5.8K
45	State of Alaska, Department of Revenue	Shares	126.5KSH	$4.0K
46	SIMS INVESTMENT MANAGEMENT, LLC	Shares	100SH	$3.2K
47	Blue Trust, Inc.	Shares	60SH	$1.9K
48	Handelsbanken Fonder AB	Shares	34.7KSH	$1.1K
49	Dogwood Wealth Management LLC	Shares	29SH	$924
50	Physician Wealth Advisors, Inc.	Shares	16SH	$510

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

50 / 55 loaded

#		Instrument
1	HENNESSY ADVISORS INC new	Shares	+294.5K	+$9.4M	$9.4M
2	Robeco Institutional Asset Management B.V. new	Shares	+69.6K	+$2.2M	$2.2M
3	Sequoia Financial Advisors, LLC added	Shares	+820	+$1.5M	$6.3M
4	Spire Wealth Management new	Shares	+25.9K	+$826.1K	$826.1K
5	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+25.5K	+$812.7K	$812.7K
6	Rockingstone Advisors LLC trimmed	Shares	-20.0K	+$760.2K	$5.5M
7	DAVENPORT & Co LLC new	Shares	+20.7K	+$660.9K	$660.9K
8	Merit Financial Group, LLC added	Shares	+14.6K	+$583.2K	$983.5K
9	GK Wealth Management LLC new	Shares	+15.1K	+$479.8K	$479.8K
10	Triumph Capital Management new	Shares	+14.2K	+$453.5K	$453.5K
11	Revisor Wealth Management LLC new	Shares	+12.4K	+$394.9K	$394.9K
12	Police & Firemen's Retirement System of New Jersey added	Shares	+3.3K	+$371.7K	$1.3M
13	Arista Wealth Management, LLC new	Shares	+10.0K	+$320.1K	$320.1K
14	Baron Wealth Management LLC new	Shares	+8.3K	+$264.0K	$264.0K
15	Ballentine Partners, LLC new	Shares	+8.0K	+$254.0K	$254.0K
16	Arlington Capital Management, Inc. new	Shares	+7.9K	+$251.0K	$251.0K
17	Oxinas Partners, LLC new	Shares	+7.8K	+$247.8K	$247.8K
18	Dynamic Advisor Solutions LLC new	Shares	+7.6K	+$242.4K	$242.4K
19	NorthCrest Asset Manangement, LLC new	Shares	+7.9K	+$235.1K	$235.1K
20	Synergy Asset Management, LLC new	Shares	+7.3K	+$231.4K	$231.4K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+12.3K	+$230.4K	$2.0M
22	Mirae Asset Global Investments Co., Ltd. new	Shares	+6.6K	+$211.1K	$211.1K
23	WORLD EQUITY GROUP, INC. new	Shares	+6.4K	+$204.5K	$204.5K
24	Golden State Wealth Management, LLC added	Shares	+5.5K	+$176.2K	$177.4K
25	HIGHLAND CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.8K	+$144.5K	$820.1K
26	Farther Finance Advisors, LLC added	Shares	+3.5K	+$117.7K	$159.4K
27	IFP Advisors, Inc added	Shares	+2.6K	+$106.6K	$186.0K
28	PFG Investments, LLC unchanged	Shares	0	+$83.3K	$364.1K
29	Abel Hall, LLC added	Shares	+23	+$63.7K	$275.8K
30	CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed	Shares	-2.1K	+$60.8K	$494.6K
31	Versant Capital Management, Inc unchanged	Shares	0	+$37.5K	$163.7K
32	SIGNATUREFD, LLC added	Shares	+216	+$34.3K	$126.6K
33	GAMMA Investing LLC added	Shares	+18	+$26.4K	$113.6K
34	EverSource Wealth Advisors, LLC added	Shares	+18	+$25.7K	$110.6K
35	Curated Wealth Partners LLC new	Shares	+15.0K	+$16.6K	$16.6K
36	True Wealth Design, LLC added	Shares	+133	+$11.2K	$34.9K
37	Fortitude Family Office, LLC new	Shares	+247	+$7.9K	$7.9K
38	LANARK FINANCIAL, INC. added	Shares	+176	+$6.3K	$8.8K
39	Wealth Enhancement Trust Services, Inc. new	Shares	+183	+$5.8K	$5.8K
40	SJS Investment Consulting Inc. added	Shares	+88	+$3.8K	$7.2K
41	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+100	+$3.2K	$3.2K
42	Pacifica Partners Inc. unchanged	Shares	0	+$2.4K	$14.7K
43	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$1.5K	$6.4K
44	Dogwood Wealth Management LLC new	Shares	+29	+$924	$924
45	Handelsbanken Fonder AB added	Shares	+24.6K	+$858	$1.1K
46	State of Alaska, Department of Revenue trimmed	Shares	-14.2K	+$572	$4.0K
47	Physician Wealth Advisors, Inc. new	Shares	+16	+$510	$510
48	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$109	$478
49	Matrix Trust Co exited	Shares	-1.2K	-$28	$0
50	Premier Fund Managers Ltd exited	Shares	-128.9K	-$3.0K	$0

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