Filing Research | CVCO - CAVCO INDUSTRIES INC Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	155.7KSH	$95.7M
2	Tributary Capital Management, LLC	Shares	19.1KSH	$11.8M
3	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	7.3KSH	$4.5M
4	Louisiana State Employees Retirement System	Shares	3.4KSH	$2.1M
5	Cascade Investment Advisors, Inc.	Shares	2.9KSH	$1.8M
6	Y-Intercept (Hong Kong) Ltd	Shares	2.5KSH	$1.5M
7	Police & Firemen's Retirement System of New Jersey	Shares	2.3KSH	$1.4M
8	SHEETS SMITH WEALTH MANAGEMENT	Shares	2.2KSH	$1.3M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	2.1KSH	$1.3M
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	1.8KSH	$1.1M
11	Curated Wealth Partners LLC	Shares	3.2KSH	$929.1K
12	NorthCrest Asset Manangement, LLC	Shares	1.3KSH	$736.1K
13	Procyon Advisors, LLC	Shares	823SH	$505.6K
14	Yorktown Management & Research Co Inc	Shares	800SH	$491.5K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.0KSH	$398.4K
16	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	588SH	$361.3K
17	BURNEY CO/	Shares	475SH	$291.8K
18	GAMMA Investing LLC	Shares	415SH	$255.0K
19	Abel Hall, LLC	Shares	406SH	$249.4K
20	DAVENPORT & Co LLC	Shares	400SH	$245.8K
21	Crossmark Global Holdings, Inc.	Shares	375SH	$230.4K
22	Byrne Asset Management LLC	Shares	362SH	$222.4K
23	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	357SH	$219.3K
24	Farther Finance Advisors, LLC	Shares	204SH	$125.3K
25	Avanza Fonder AB	Shares	173SH	$106.3K
26	ADIRONDACK TRUST CO	Shares	100SH	$61.4K
27	EverSource Wealth Advisors, LLC	Shares	61SH	$37.5K
28	IFP Advisors, Inc	Shares	59SH	$36.2K
29	Mountain Hill Investment Partners Corp.	Shares	50SH	$30.7K
30	Versant Capital Management, Inc	Shares	41SH	$25.2K
31	Handelsbanken Fonder AB	Shares	40.6KSH	$24.9K
32	SIGNATUREFD, LLC	Shares	27SH	$16.6K
33	Financial Management Professionals, Inc.	Shares	19SH	$11.7K
34	Bank of New Hampshire	Shares	14SH	$8.6K
35	Hughes Financial Services, LLC	Shares	13SH	$8.0K
36	JFS WEALTH ADVISORS, LLC	Shares	10SH	$6.1K
37	MassMutual Private Wealth & Trust, FSB	Shares	10SH	$6.1K
38	Fortitude Family Office, LLC	Shares	9SH	$5.5K
39	SJS Investment Consulting Inc.	Shares	8SH	$4.9K
40	Torren Management, LLC	Shares	8SH	$4.9K
41	ALBION FINANCIAL GROUP /UT	Shares	5SH	$3.1K
42	Provenance Wealth Advisors, LLC	Shares	5SH	$3.1K
43	FARMERS & MERCHANTS INVESTMENTS INC	Shares	4SH	$2.5K
44	High Note Wealth, LLC	Shares	4SH	$2.5K
45	Creative Capital Management Investments LLC	Shares	3SH	$1.8K
46	State of Alaska, Department of Revenue	Shares	3.0KSH	$1.8K
47	Hunter Perkins Capital Management, LLC	Shares	2.5KSH	$1.5K
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.5KSH	$1.5K
49	AMALGAMATED BANK	Shares	2.1KSH	$1.3K
50	CoreCap Advisors, LLC	Shares	2SH	$1.2K

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

50 / 62 loaded

#		Instrument
1	Boston Trust Walden Corp added	Shares	+15.9K	+$28.0M	$95.7M
2	Tributary Capital Management, LLC new	Shares	+19.1K	+$11.8M	$11.8M
3	Curated Wealth Partners LLC new	Shares	+3.2K	+$929.1K	$929.1K
4	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-680	+$621.6K	$4.5M
5	Procyon Advisors, LLC new	Shares	+823	+$505.6K	$505.6K
6	Louisiana State Employees Retirement System unchanged	Shares	0	+$442.3K	$2.1M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+233	+$414.6K	$1.4M
8	Cascade Investment Advisors, Inc. trimmed	Shares	-70	+$340.1K	$1.8M
9	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+7	+$274.9K	$1.3M
10	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-55	+$258.9K	$1.3M
11	Abel Hall, LLC new	Shares	+406	+$249.4K	$249.4K
12	DAVENPORT & Co LLC new	Shares	+400	+$245.8K	$245.8K
13	LEAVELL INVESTMENT MANAGEMENT, INC. new	Shares	+357	+$219.3K	$219.3K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-79	+$201.1K	$1.1M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+238	+$166.2K	$398.4K
16	NorthCrest Asset Manangement, LLC added	Shares	+18	+$122.8K	$736.1K
17	Yorktown Management & Research Co Inc unchanged	Shares	0	+$104.1K	$491.5K
18	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-1	+$76.0K	$361.3K
19	GAMMA Investing LLC added	Shares	+33	+$70.0K	$255.0K
20	BURNEY CO/ unchanged	Shares	0	+$61.8K	$291.8K
21	Byrne Asset Management LLC added	Shares	+11	+$52.4K	$222.4K
22	IFP Advisors, Inc added	Shares	+57	+$35.3K	$36.2K
23	Avanza Fonder AB unchanged	Shares	0	+$22.5K	$106.3K
24	Crossmark Global Holdings, Inc. trimmed	Shares	-61	+$19.2K	$230.4K
25	Farther Finance Advisors, LLC trimmed	Shares	-20	+$16.5K	$125.3K
26	ADIRONDACK TRUST CO unchanged	Shares	0	+$13.0K	$61.4K
27	Versant Capital Management, Inc added	Shares	+14	+$12.1K	$25.2K
28	Hughes Financial Services, LLC new	Shares	+13	+$8.0K	$8.0K
29	SIGNATUREFD, LLC added	Shares	+8	+$7.4K	$16.6K
30	Mountain Hill Investment Partners Corp. unchanged	Shares	0	+$6.5K	$30.7K
31	SJS Investment Consulting Inc. added	Shares	+5	+$3.5K	$4.9K
32	EverSource Wealth Advisors, LLC trimmed	Shares	-11	+$2.6K	$37.5K
33	Handelsbanken Fonder AB trimmed	Shares	-6.0K	+$2.4K	$24.9K
34	MassMutual Private Wealth & Trust, FSB added	Shares	+2	+$2.3K	$6.1K
35	JFS WEALTH ADVISORS, LLC added	Shares	+2	+$2.3K	$6.1K
36	Fortitude Family Office, LLC added	Shares	+2	+$2.1K	$5.5K
37	Creative Capital Management Investments LLC new	Shares	+3	+$1.8K	$1.8K
38	CoreCap Advisors, LLC new	Shares	+2	+$1.2K	$1.2K
39	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+2	+$1.2K	$1.2K
40	Torren Management, LLC unchanged	Shares	0	+$1.0K	$4.9K
41	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$651	$3.1K
42	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$650	$3.1K
43	TFC Financial Management, Inc. new	Shares	+1	+$615	$615
44	High Note Wealth, LLC unchanged	Shares	0	+$521	$2.5K
45	Hunter Perkins Capital Management, LLC unchanged	Shares	0	+$326	$1.5K
46	SBI Securities Co., Ltd. unchanged	Shares	0	+$260	$1.2K
47	AMALGAMATED BANK trimmed	Shares	-146	+$201	$1.3K
48	PARK AVENUE SECURITIES LLC trimmed	Shares	-8	+$162	$785
49	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$130	$614
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-407	+$125	$1.5K

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