Filing Research | CTS - CTS CORP Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	3.6MSH	$234.7M
2	HERALD INVESTMENT MANAGEMENT Ltd	Shares	72.5KSH	$4.7M
3	NorthCrest Asset Manangement, LLC	Shares	21.6KSH	$1.3M
4	Diversified Trust Co	Shares	14.3KSH	$933.4K
5	Louisiana State Employees Retirement System	Shares	12.5KSH	$814.9K
6	GUIDANCE CAPITAL, INC	Shares	13.2KSH	$784.4K
7	Perpetual Ltd	Shares	9.5KSH	$617.6K
8	Morningstar Investment Management LLC	Shares	12.7KSH	$605.6K
9	Police & Firemen's Retirement System of New Jersey	Shares	8.1KSH	$525.8K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.6KSH	$498.4K
11	FIRST CITIZENS BANK & TRUST CO	Shares	7.2KSH	$467.2K
12	Envestnet Portfolio Solutions, Inc.	Shares	7.1KSH	$462.4K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.8KSH	$442.0K
14	Procyon Advisors, LLC	Shares	6.6KSH	$428.2K
15	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.2KSH	$208.1K
16	Y-Intercept (Hong Kong) Ltd	Shares	3.1KSH	$204.6K
17	Mirae Asset Global Investments Co., Ltd.	Shares	2.8KSH	$179.3K
18	Curated Wealth Partners LLC	Shares	15.4KSH	$129.6K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.3KSH	$85.6K
20	GAMMA Investing LLC	Shares	1.0KSH	$68.2K
21	Central Pacific Bank - Trust Division	Shares	1.0KSH	$65.2K
22	Versant Capital Management, Inc	Shares	676SH	$44.1K
23	AdvisorNet Financial, Inc	Shares	287SH	$18.7K
24	SIGNATUREFD, LLC	Shares	271SH	$17.7K
25	Farther Finance Advisors, LLC	Shares	214SH	$13.9K
26	EverSource Wealth Advisors, LLC	Shares	193SH	$12.6K
27	MassMutual Private Wealth & Trust, FSB	Shares	155SH	$10.1K
28	Key FInancial Inc	Shares	139SH	$9.1K
29	SBI Securities Co., Ltd.	Shares	63SH	$4.1K
30	SJS Investment Consulting Inc.	Shares	62SH	$4.0K
31	Crewe Advisors LLC	Shares	50SH	$3.3K
32	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	43.5KSH	$2.8K
33	IFP Advisors, Inc	Shares	29SH	$1.9K
34	Cedar Mountain Advisors, LLC	Shares	20SH	$1.3K
35	Physician Wealth Advisors, Inc.	Shares	19SH	$1.2K
36	FARMERS & MERCHANTS INVESTMENTS INC	Shares	18SH	$1.2K
37	Handelsbanken Fonder AB	Shares	11.0KSH	$716
38	State of Alaska, Department of Revenue	Shares	10.8KSH	$703
39	GILPIN WEALTH MANAGEMENT, LLC	Shares	10SH	$652
40	Abound Wealth Management	Shares	8SH	$522
41	AMALGAMATED BANK	Shares	7.7KSH	$501
42	JFS WEALTH ADVISORS, LLC	Shares	6SH	$392
43	Davis Capital Management	Shares	2SH	$130
44	Hughes Financial Services, LLC	Shares	2SH	$130

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

47 / 47 loaded

#		Instrument
1	WASATCH ADVISORS LP added	Shares	+1.6M	+$139.4M	$234.7M
2	Diversified Trust Co new	Shares	+14.3K	+$933.4K	$933.4K
3	Procyon Advisors, LLC new	Shares	+6.6K	+$428.2K	$428.2K
4	NorthCrest Asset Manangement, LLC added	Shares	+32	+$274.4K	$1.3M
5	FIRST CITIZENS BANK & TRUST CO added	Shares	+2.4K	+$240.0K	$467.2K
6	Envestnet Portfolio Solutions, Inc. added	Shares	+2.3K	+$233.9K	$462.4K
7	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+3.2K	+$208.1K	$208.1K
8	Y-Intercept (Hong Kong) Ltd new	Shares	+3.1K	+$204.6K	$204.6K
9	Louisiana State Employees Retirement System trimmed	Shares	-400	+$198.8K	$814.9K
10	Mirae Asset Global Investments Co., Ltd. new	Shares	+2.8K	+$179.3K	$179.3K
11	Perpetual Ltd added	Shares	+29	+$166.5K	$617.6K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$140.6K	$525.8K
13	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-33	+$131.7K	$498.4K
14	Curated Wealth Partners LLC new	Shares	+15.4K	+$129.6K	$129.6K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-404	+$98.9K	$442.0K
16	GAMMA Investing LLC added	Shares	+239	+$29.6K	$68.2K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+395	+$20.1K	$85.6K
18	GUIDANCE CAPITAL, INC added	Shares	+15	+$19.5K	$784.4K
19	Central Pacific Bank - Trust Division unchanged	Shares	0	+$17.4K	$65.2K
20	Versant Capital Management, Inc unchanged	Shares	0	+$11.8K	$44.1K
21	SIGNATUREFD, LLC added	Shares	+119	+$10.4K	$17.7K
22	EverSource Wealth Advisors, LLC added	Shares	+87	+$7.5K	$12.6K
23	MassMutual Private Wealth & Trust, FSB added	Shares	+98	+$7.4K	$10.1K
24	Farther Finance Advisors, LLC added	Shares	+76	+$7.3K	$13.9K
25	SJS Investment Consulting Inc. new	Shares	+62	+$4.0K	$4.0K
26	Key FInancial Inc unchanged	Shares	0	+$2.4K	$9.1K
27	Crewe Advisors LLC unchanged	Shares	0	+$872	$3.3K
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-191	+$749	$2.8K
29	Physician Wealth Advisors, Inc. added	Shares	+5	+$570	$1.2K
30	JFS WEALTH ADVISORS, LLC new	Shares	+6	+$392	$392
31	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$349	$1.3K
32	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$313	$1.2K
33	Abound Wealth Management added	Shares	+2	+$235	$522
34	Handelsbanken Fonder AB added	Shares	+200	+$201	$716
35	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$174	$652
36	Davis Capital Management new	Shares	+2	+$130	$130
37	Hughes Financial Services, LLC new	Shares	+2	+$130	$130
38	AMALGAMATED BANK trimmed	Shares	-676	+$102	$501
39	Morningstar Investment Management LLC unchanged	Shares	0	$0	$605.6K
40	State of Alaska, Department of Revenue trimmed	Shares	-5.1K	-$55	$703
41	True Wealth Design, LLC exited	Shares	-2	-$96	$0
42	SBI Securities Co., Ltd. trimmed	Shares	-37	-$669	$4.1K
43	AdvisorNet Financial, Inc trimmed	Shares	-138	-$1.6K	$18.7K
44	IFP Advisors, Inc trimmed	Shares	-52	-$2.0K	$1.9K
45	Sound Income Strategies, LLC exited	Shares	-241	-$11.7K	$0
46	HERALD INVESTMENT MANAGEMENT Ltd trimmed	Shares	-27.5K	-$50.7K	$4.7M
47	DIVERSIFIED MANAGEMENT INC exited	Shares	-14.3K	-$682.6K	$0