Filing Research | CXM - SPRINKLR INC Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	LAVELLE CAPITAL LP	Shares	101.2KSH	$522.3K
2	Y-Intercept (Hong Kong) Ltd	Shares	63.5KSH	$327.8K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	49.1KSH	$269.0K
4	Louisiana State Employees Retirement System	Shares	49.5KSH	$255.4K
5	BFSG, LLC	Shares	43.3KSH	$223.3K
6	Police & Firemen's Retirement System of New Jersey	Shares	30.5KSH	$157.5K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	30.2KSH	$156.0K
8	Hennion & Walsh Asset Management, Inc.	Shares	29.2KSH	$150.5K
9	Sequoia Financial Advisors, LLC	Shares	27.2KSH	$140.1K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	26.8KSH	$138.2K
11	CWA Asset Management Group, LLC	Shares	15.4KSH	$79.3K
12	NOVEM GROUP	Shares	15.2KSH	$78.5K
13	Symmetry Partners, LLC	Shares	13.8KSH	$71.0K
14	Versant Capital Management, Inc	Shares	12.3KSH	$63.4K
15	Fifth Third Wealth Advisors LLC	Shares	11.5KSH	$59.3K
16	Harbor Group, Inc.	Shares	10.9KSH	$56.1K
17	Park Capital Management, LLC / WI	Shares	10.4KSH	$53.7K
18	Farther Finance Advisors, LLC	Shares	4.7KSH	$24.2K
19	GAMMA Investing LLC	Shares	3.3KSH	$17.2K
20	EverSource Wealth Advisors, LLC	Shares	3.3KSH	$17.1K
21	MassMutual Private Wealth & Trust, FSB	Shares	2.9KSH	$14.9K
22	IFP Advisors, Inc	Shares	2.2KSH	$11.3K
23	True Wealth Design, LLC	Shares	1.0KSH	$5.4K
24	SIGNATUREFD, LLC	Shares	980SH	$5.1K
25	SBI Securities Co., Ltd.	Shares	249SH	$1.3K
26	SJS Investment Consulting Inc.	Shares	88SH	$455
27	FARMERS & MERCHANTS INVESTMENTS INC	Shares	75SH	$387
28	Strategic Investment Solutions, Inc. /IL	Shares	50SH	$258
29	JFS WEALTH ADVISORS, LLC	Shares	46SH	$238
30	State of Alaska, Department of Revenue	Shares	43.6KSH	$223
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	40.4KSH	$208
32	GILPIN WEALTH MANAGEMENT, LLC	Shares	32SH	$166
33	AMALGAMATED BANK	Shares	30.3KSH	$156
34	Davis Capital Management	Shares	9SH	$46
35	FNY Investment Advisers, LLC	Shares	4.0KSH	$20
36	Hughes Financial Services, LLC	Shares	1SH	$5

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

43 / 43 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+63.5K	+$327.8K	$327.8K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+19.7K	+$90.8K	$269.0K
3	Symmetry Partners, LLC new	Shares	+13.8K	+$71.0K	$71.0K
4	Fifth Third Wealth Advisors LLC new	Shares	+11.5K	+$59.3K	$59.3K
5	Park Capital Management, LLC / WI new	Shares	+10.4K	+$53.7K	$53.7K
6	Sequoia Financial Advisors, LLC added	Shares	+8.3K	+$27.1K	$140.1K
7	IFP Advisors, Inc added	Shares	+1.6K	+$7.9K	$11.3K
8	BFSG, LLC added	Shares	+6.8K	+$4.3K	$223.3K
9	EverSource Wealth Advisors, LLC added	Shares	+1.1K	+$3.7K	$17.1K
10	True Wealth Design, LLC added	Shares	+413	+$1.6K	$5.4K
11	SJS Investment Consulting Inc. new	Shares	+88	+$455	$455
12	Strategic Investment Solutions, Inc. /IL new	Shares	+50	+$258	$258
13	JFS WEALTH ADVISORS, LLC new	Shares	+46	+$238	$238
14	Davis Capital Management new	Shares	+9	+$46	$46
15	FNY Investment Advisers, LLC unchanged	Shares	0	-$4	$20
16	Vermillion Wealth Management, Inc. exited	Shares	-1	-$6	$0
17	Hughes Financial Services, LLC trimmed	Shares	-3	-$19	$5
18	AMALGAMATED BANK trimmed	Shares	-5.0K	-$55	$156
19	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$63	$387
20	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-15.1K	-$125	$208
21	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-20	-$146	$166
22	Handelsbanken Fonder AB exited	Shares	-27.1K	-$163	$0
23	State of Alaska, Department of Revenue trimmed	Shares	-24.5K	-$184	$223
24	SBI Securities Co., Ltd. trimmed	Shares	-108	-$857	$1.3K
25	Physician Wealth Advisors, Inc. exited	Shares	-252	-$1.5K	$0
26	Marquette Asset Management, LLC exited	Shares	-595	-$3.6K	$0
27	Harbor Group, Inc. unchanged	Shares	0	-$9.1K	$56.1K
28	NOVEM GROUP unchanged	Shares	0	-$12.8K	$78.5K
29	CWA Asset Management Group, LLC unchanged	Shares	0	-$12.9K	$79.3K
30	SIGNATUREFD, LLC trimmed	Shares	-2.2K	-$14.0K	$5.1K
31	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-2.2K	-$15.6K	$14.9K
32	Farther Finance Advisors, LLC trimmed	Shares	-2.7K	-$20.0K	$24.2K
33	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-154	-$25.4K	$150.5K
34	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$25.6K	$157.5K
35	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.0K	-$37.2K	$156.0K
36	Versant Capital Management, Inc trimmed	Shares	-4.6K	-$38.1K	$63.4K
37	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-3.8K	-$45.3K	$138.2K
38	Louisiana State Employees Retirement System trimmed	Shares	-5.3K	-$73.4K	$255.4K
39	LAVELLE CAPITAL LP unchanged	Shares	0	-$85.0K	$522.3K
40	GAMMA Investing LLC trimmed	Shares	-17.6K	-$108.7K	$17.2K
41	Northside Capital Management, LLC exited	Shares	-23.7K	-$142.2K	$0
42	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-29.5K	-$177.0K	$0
43	Abel Hall, LLC exited	Shares	-38.3K	-$229.5K	$0