Filing Research | DOCU - DOCUSIGN INC Institutional Holdings

Snapshot holdings

50 / 145 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	1.5MSH	$66.3M
2	Assenagon Asset Management S.A.	Shares	349.0KSH	$15.5M
3	Y-Intercept (Hong Kong) Ltd	Shares	118.3KSH	$5.3M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	116.5KSH	$5.1M
5	Shearwater Capital LLC	Shares	113.4KSH	$5.0M
6	Gilman Hill Asset Management, LLC	Shares	93.1KSH	$4.1M
7	Police & Firemen's Retirement System of New Jersey	Shares	87.9KSH	$3.9M
8	Selective Wealth Management, Inc.	Shares	67.7KSH	$3.6M
9	GATEWAY INVESTMENT ADVISERS LLC	Shares	62.8KSH	$2.8M
10	OAK FAMILY ADVISORS, LLC	Shares	60.2KSH	$2.7M
11	Louisiana State Employees Retirement System	Shares	56.9KSH	$2.5M
12	Crossmark Global Holdings, Inc.	Shares	54.2KSH	$2.4M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	53.7KSH	$2.4M
14	CARY STREET PARTNERS FINANCIAL LLC	Shares	49.5KSH	$2.2M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	46.5KSH	$2.1M
16	Andrew Hill Investment Advisors, Inc.	Shares	41.3KSH	$1.8M
17	Lifestyle Asset Management, Inc.	Shares	37.9KSH	$1.7M
18	Merit Financial Group, LLC	Shares	34.8KSH	$1.5M
19	EASTERLY INVESTMENT PARTNERS LLC	Shares	28.5KSH	$1.3M
20	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	27.2KSH	$1.2M
21	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	22.1KSH	$982.7K
22	MERIDIAN INVESTMENT COUNSEL INC.	Shares	21.8KSH	$966.5K
23	Prospera Financial Services Inc	Shares	21.1KSH	$937.7K
24	Linden Thomas Advisory Services, LLC	Shares	20.2KSH	$897.3K
25	PARUS FINANCE (UK) Ltd	Shares	19.9KSH	$886.2K
26	Diversified Trust Co	Shares	19.4KSH	$859.5K
27	TITLEIST ASSET MANAGEMENT, LLC	Shares	17.9KSH	$794.7K
28	SECURIAN ASSET MANAGEMENT, INC	Shares	14.3KSH	$755.7K
29	VISTA INVESTMENT PARTNERS LLC	Shares	16.9KSH	$750.8K
30	Sequoia Financial Advisors, LLC	Shares	15.2KSH	$674.5K
31	NorthCrest Asset Manangement, LLC	Shares	13.2KSH	$644.3K
32	FINANCIAL CONSULATE, INC	Shares	13.8KSH	$612.2K
33	Envestnet Portfolio Solutions, Inc.	Shares	11.9KSH	$527.1K
34	Farther Finance Advisors, LLC	Shares	11.8KSH	$524.6K
35	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	11.8KSH	$523.9K
36	FIRST CITIZENS BANK & TRUST CO	Shares	11.7KSH	$521.7K
37	INDEPENDENT FINANCIAL GROUP, LLC	Shares	11.2KSH	$498.7K
38	QRG CAPITAL MANAGEMENT, INC.	Shares	11.1KSH	$494.5K
39	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	10.9KSH	$485.2K
40	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	10.9KSH	$483.1K
41	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	10.4KSH	$462.5K
42	WADDELL & ASSOCIATES, LLC	Shares	10.3KSH	$457.5K
43	RMR Wealth Builders	Shares	9.1KSH	$404.6K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	7.7KSH	$354.4K
45	J.W. COLE ADVISORS, INC.	Shares	7.3KSH	$326.3K
46	Formidable Asset Management, LLC	Shares	7.2KSH	$318.1K
47	SBI Securities Co., Ltd.	Shares	6.9KSH	$304.7K
48	Versant Capital Management, Inc	Shares	6.8KSH	$304.0K
49	BURNEY CO/	Shares	6.8KSH	$302.7K
50	UHLMANN PRICE SECURITIES, LLC	Shares	6.4KSH	$283.2K

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

50 / 164 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+365.1K	+$12.8M	$66.3M
2	Assenagon Asset Management S.A. added	Shares	+248.6K	+$10.7M	$15.5M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+118.3K	+$5.3M	$5.3M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+57.5K	+$2.5M	$3.9M
5	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+54.7K	+$2.4M	$2.8M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+40.4K	+$1.7M	$5.1M
7	Andrew Hill Investment Advisors, Inc. added	Shares	+15.3K	+$603.1K	$1.8M
8	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+11.5K	+$460.0K	$1.3M
9	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+10.3K	+$454.7K	$523.9K
10	J.W. COLE ADVISORS, INC. new	Shares	+7.3K	+$326.3K	$326.3K
11	Selective Wealth Management, Inc. trimmed	Shares	-1.6K	+$319.0K	$3.6M
12	NorthCrest Asset Manangement, LLC added	Shares	+6.1K	+$300.7K	$644.3K
13	FOUNDERS GROVE WEALTH PARTNERS, LLC new	Shares	+6.2K	+$276.8K	$276.8K
14	Capstone Wealth Management, LLC new	Shares	+6.0K	+$268.6K	$268.6K
15	MISSION WEALTH MANAGEMENT, LP new	Shares	+5.8K	+$257.0K	$257.0K
16	Apollon Wealth Management, LLC new	Shares	+5.5K	+$245.6K	$245.6K
17	Lifestyle Asset Management, Inc. added	Shares	+7.5K	+$243.4K	$1.7M
18	Legacy Advisors, LLC new	Shares	+5.3K	+$234.7K	$234.7K
19	RIVERSEDGE ADVISORS, LLC new	Shares	+5.0K	+$220.2K	$220.2K
20	Diversified Trust Co added	Shares	+5.8K	+$215.1K	$859.5K
21	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+4.8K	+$191.8K	$498.7K
22	VISTA INVESTMENT PARTNERS LLC added	Shares	+4.7K	+$172.4K	$750.8K
23	Mirae Asset Global Investments Co., Ltd. added	Shares	+4.0K	+$169.7K	$262.0K
24	Merit Financial Group, LLC added	Shares	+5.2K	+$143.3K	$1.5M
25	WADDELL & ASSOCIATES, LLC added	Shares	+3.5K	+$134.1K	$457.5K
26	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.6K	+$92.1K	$494.5K
27	Prospera Financial Services Inc added	Shares	+3.1K	+$85.8K	$937.7K
28	EverSource Wealth Advisors, LLC added	Shares	+2.0K	+$74.6K	$274.5K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1.6K	+$59.1K	$354.4K
30	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.9K	+$55.8K	$485.2K
31	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-434	+$55.8K	$755.7K
32	IFP Advisors, Inc added	Shares	+1.1K	+$40.3K	$174.3K
33	Farther Finance Advisors, LLC added	Shares	+1.6K	+$36.0K	$524.6K
34	UHLMANN PRICE SECURITIES, LLC added	Shares	+915	+$31.1K	$283.2K
35	Reyes Financial Architecture, Inc. added	Shares	+651	+$25.6K	$77.7K
36	WEST PACES ADVISORS INC. new	Shares	+450	+$20.0K	$20.0K
37	True Wealth Design, LLC added	Shares	+418	+$15.8K	$60.3K
38	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+551	+$15.5K	$158.5K
39	Wealth Enhancement Trust Services, Inc. new	Shares	+258	+$11.5K	$11.5K
40	Trust Co new	Shares	+250	+$11.1K	$11.1K
41	ARMSTRONG ADVISORY GROUP, INC new	Shares	+200	+$8.9K	$8.9K
42	Activest Wealth Management added	Shares	+213	+$8.8K	$18.8K
43	ELEVATION WEALTH PARTNERS, LLC added	Shares	+209	+$8.4K	$22.7K
44	HIGHLINE WEALTH PARTNERS LLC added	Shares	+178	+$7.7K	$10.9K
45	Bogart Wealth, LLC added	Shares	+156	+$6.7K	$10.8K
46	Fortitude Family Office, LLC added	Shares	+123	+$5.3K	$7.2K
47	Cape Investment Advisory, Inc. new	Shares	+105	+$4.7K	$4.7K
48	FIRST HORIZON CORP added	Shares	+76	+$3.4K	$3.6K
49	Atlatl Advisers LLC new	Shares	+75	+$3.3K	$3.3K
50	Cromwell Holdings LLC new	Shares	+66	+$2.9K	$2.9K

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