Filing Research | DOW - Dow Inc. Institutional Holdings

Snapshot holdings

50 / 335 loaded

#		Instrument	quantity
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	1.9MSH	$50.6M
2	Auto-Owners Insurance Co	Shares	1.6MSH	$44.1M
3	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	Shares	965.4KSH	$26.4M
4	Robeco Institutional Asset Management B.V.	Shares	794.3KSH	$21.7M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	404.8KSH	$9.1M
6	Addenda Capital Inc.	Shares	269.8KSH	$7.4M
7	Czech National Bank	Shares	205.2KSH	$5.6M
8	Deane Retirement Strategies, Inc.	Shares	200.7KSH	$5.5M
9	Swedbank AB	Shares	181.9KSH	$5.0M
10	Mirae Asset Global Investments Co., Ltd.	Shares	161.5KSH	$4.4M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	159.2KSH	$4.4M
12	Morningstar Investment Management LLC	Shares	93.8KSH	$3.9M
13	Oak Thistle LLC	Shares	138.0KSH	$3.8M
14	IFP Advisors, Inc	Shares	135.6KSH	$3.7M
15	Pine Valley Investments Ltd Liability Co	Shares	133.5KSH	$3.7M
16	ASR Vermogensbeheer N.V.	Shares	130.4KSH	$3.6M
17	IFM Investors Pty Ltd	Shares	128.8KSH	$3.5M
18	Fisher Funds Management LTD	Shares	115.1KSH	$3.1M
19	Police & Firemen's Retirement System of New Jersey	Shares	108.3KSH	$3.0M
20	True North Advisors, LLC	Shares	98.7KSH	$2.7M
21	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	98.1KSH	$2.7M
22	NorthCrest Asset Manangement, LLC	Shares	94.0KSH	$2.7M
23	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	95.2KSH	$2.6M
24	Diversified Trust Co	Shares	91.2KSH	$2.5M
25	Canada Post Corp Registered Pension Plan	Shares	90.1KSH	$2.5M
26	Sowell Financial Services LLC	Shares	84.3KSH	$2.3M
27	PensionDanmark Pensionsforsikringsaktieselskab	Shares	81.8KSH	$2.2M
28	Next Level Private LLC	Shares	80.8KSH	$2.2M
29	Econ Financial Services Corp	Shares	75.5KSH	$2.1M
30	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	73.9KSH	$2.0M
31	FIRST CITIZENS BANK & TRUST CO	Shares	72.3KSH	$2.0M
32	Merit Financial Group, LLC	Shares	72.3KSH	$2.0M
33	Royal Fund Management, LLC	Shares	72.2KSH	$2.0M
34	Crossmark Global Holdings, Inc.	Shares	70.2KSH	$1.9M
35	Orca Wealth Management, LLC	Shares	68.4KSH	$1.9M
36	MIZUHO SECURITIES USA LLC	Shares	43.4KSH	$1.8M
37	Envestnet Portfolio Solutions, Inc.	Shares	61.0KSH	$1.7M
38	VIKING FUND MANAGEMENT LLC	Shares	60.0KSH	$1.6M
39	Sequoia Financial Advisors, LLC	Shares	59.0KSH	$1.6M
40	INDEPENDENT FINANCIAL GROUP, LLC	Shares	55.5KSH	$1.5M
41	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	55.3KSH	$1.5M
42	Sivia Capital Partners, LLC	Shares	54.4KSH	$1.5M
43	D.A. DAVIDSON & CO.	Shares	53.3KSH	$1.5M
44	ADAMS NATURAL RESOURCES FUND, INC.	Shares	52.9KSH	$1.4M
45	Avanza Fonder AB	Shares	49.4KSH	$1.4M
46	180 WEALTH ADVISORS, LLC	Shares	49.0KSH	$1.3M
47	NEW WAVE WEALTH ADVISORS LLC	Shares	46.7KSH	$1.3M
48	Prospera Financial Services Inc	Shares	45.5KSH	$1.2M
49	Farther Finance Advisors, LLC	Shares	42.6KSH	$1.2M
50	ABN AMRO INVESTMENT SOLUTIONS	Shares	42.3KSH	$1.2M

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

50 / 402 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. new	Shares	+794.3K	+$21.7M	$21.7M
2	Swedbank AB new	Shares	+181.9K	+$5.0M	$5.0M
3	Oak Thistle LLC added	Shares	+94.5K	+$2.0M	$3.8M
4	NEW WAVE WEALTH ADVISORS LLC new	Shares	+46.7K	+$1.3M	$1.3M
5	ABC ARBITRAGE SA new	Shares	+38.5K	+$1.1M	$1.1M
6	J.W. COLE ADVISORS, INC. new	Shares	+25.0K	+$684.1K	$684.1K
7	Crossmark Global Holdings, Inc. added	Shares	+39.3K	+$632.3K	$1.9M
8	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+42.2K	+$590.7K	$2.2M
9	WORLD EQUITY GROUP, INC. new	Shares	+17.4K	+$475.4K	$475.4K
10	J2 Capital Management Inc new	Shares	+17.1K	+$468.8K	$468.8K
11	Econ Financial Services Corp added	Shares	+35.1K	+$383.2K	$2.1M
12	MISSION WEALTH MANAGEMENT, LP added	Shares	+14.5K	+$316.5K	$552.1K
13	Formidable Asset Management, LLC new	Shares	+6.3K	+$262.0K	$262.0K
14	SAX WEALTH ADVISORS, LLC new	Shares	+5.8K	+$242.4K	$242.4K
15	Wedmont Private Capital new	Shares	+8.1K	+$235.7K	$235.7K
16	Sequoia Financial Advisors, LLC added	Shares	+24.9K	+$194.9K	$1.6M
17	LOUISBOURG INVESTMENTS INC. new	Shares	+5.8K	+$159.4K	$159.4K
18	Brookstone Capital Management added	Shares	+13.7K	+$144.4K	$820.0K
19	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+14.1K	+$117.1K	$902.3K
20	Central Pacific Bank - Trust Division added	Shares	+3.3K	+$89.2K	$92.3K
21	Confluence Wealth Services, Inc. added	Shares	+9.1K	+$69.1K	$592.4K
22	CONTRAVISORY INVESTMENT MANAGEMENT, INC. new	Shares	+2.3K	+$62.1K	$62.1K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+13.9K	+$56.9K	$1.0M
24	Blackhawk Capital Partners, LLC added	Shares	+10.7K	+$48.4K	$763.9K
25	Nova Wealth Management, Inc. new	Shares	+1.0K	+$27.4K	$27.4K
26	Wealth Enhancement Trust Services, Inc. added	Shares	+1.3K	+$18.8K	$64.1K
27	CoreCap Advisors, LLC added	Shares	+4.1K	+$15.8K	$294.5K
28	Rosenberg Matthew Hamilton new	Shares	+422	+$11.5K	$11.5K
29	Perpetual Ltd added	Shares	+7.4K	+$10.6K	$567.4K
30	Cape Investment Advisory, Inc. new	Shares	+231	+$6.3K	$6.3K
31	Global X Japan Co., Ltd. added	Shares	+318	+$4.7K	$16.4K
32	HIGHLINE WEALTH PARTNERS LLC added	Shares	+165	+$4.4K	$4.8K
33	HORIZON FINANCIAL SERVICES, LLC new	Shares	+142	+$3.9K	$3.9K
34	Atlatl Advisers LLC new	Shares	+111	+$3.0K	$3.0K
35	Creative Capital Management Investments LLC new	Shares	+106	+$2.9K	$2.9K
36	Crewe Advisors LLC new	Shares	+104	+$2.8K	$2.8K
37	Financial Management Professionals, Inc. added	Shares	+133	+$2.6K	$5.7K
38	Fortitude Family Office, LLC added	Shares	+167	+$2.3K	$8.8K
39	WEST PACES ADVISORS INC. new	Shares	+63	+$1.7K	$1.7K
40	WestEnd Advisors, LLC new	Shares	+38	+$1.0K	$1.0K
41	COUNTRY TRUST BANK added	Shares	+202	+$1.0K	$14.2K
42	FIDUCIARY ADVISORS, INC. new	Shares	+34	+$931	$931
43	Kings Path Partners LLC new	Shares	+31	+$848	$848
44	1015 Capital Partners, LLC new	Shares	+28	+$766	$766
45	LifeSteps Financial, Inc. new	Shares	+26	+$711	$711
46	Morton Brown Family Wealth, LLC new	Shares	+12	+$328	$328
47	Mosley Wealth Management new	Shares	+12	+$328	$328
48	CGC Financial Services, LLC new	Shares	+11	+$301	$301
49	PayPay Securities Corp added	Shares	+14	+$18	$1.2K
50	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$1.8M

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