Filing Research | DRS - Leonardo DRS Inc Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	HERALD INVESTMENT MANAGEMENT Ltd	Shares	219.5KSH	$9.4M
2	Swedbank AB	Shares	119.9KSH	$5.1M
3	Tower View Wealth Management LLC	Shares	91.9KSH	$3.9M
4	Y-Intercept (Hong Kong) Ltd	Shares	86.0KSH	$3.7M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	77.3KSH	$3.1M
6	Police & Firemen's Retirement System of New Jersey	Shares	34.0KSH	$1.5M
7	Union Bancaire Privee, UBP SA	Shares	18.7KSH	$1.1M
8	Robeco Institutional Asset Management B.V.	Shares	18.0KSH	$766.8K
9	Merit Financial Group, LLC	Shares	16.8KSH	$716.4K
10	Sivia Capital Partners, LLC	Shares	13.6KSH	$580.4K
11	Ledgewood Wealth Advisors, LLC	Shares	12.8KSH	$547.9K
12	TCFG Investment Advisors, LLC	Shares	12.0KSH	$512.0K
13	KIECKHEFER GROUP LLC	Shares	11.1KSH	$472.2K
14	MEITAV INVESTMENT HOUSE LTD	Shares	10.9KSH	$464.1K
15	Sequoia Financial Advisors, LLC	Shares	9.4KSH	$400.6K
16	Yorktown Management & Research Co Inc	Shares	7.9KSH	$337.1K
17	NorthCrest Asset Manangement, LLC	Shares	7.1KSH	$319.1K
18	Silverberg Bernstein Capital Management LLC	Shares	7.1KSH	$302.5K
19	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.9KSH	$295.7K
20	WADDELL & ASSOCIATES, LLC	Shares	5.4KSH	$230.0K
21	MOODY ALDRICH PARTNERS LLC	Shares	4.8KSH	$205.8K
22	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$99.9K
23	Farther Finance Advisors, LLC	Shares	2.2KSH	$94.8K
24	SIGNATUREFD, LLC	Shares	2.2KSH	$94.7K
25	IFP Advisors, Inc	Shares	2.0KSH	$86.6K
26	GAMMA Investing LLC	Shares	1.9KSH	$81.2K
27	Tema ETFs LLC	Shares	1.8KSH	$75.8K
28	True Wealth Design, LLC	Shares	1.2KSH	$51.4K
29	Spire Wealth Management	Shares	921SH	$39.3K
30	WOLFF WIESE MAGANA LLC	Shares	500SH	$21.3K
31	Activest Wealth Management	Shares	411SH	$17.5K
32	SJS Investment Consulting Inc.	Shares	406SH	$17.3K
33	MassMutual Private Wealth & Trust, FSB	Shares	303SH	$12.9K
34	VSM Wealth Advisory, LLC	Shares	276SH	$11.8K
35	Physician Wealth Advisors, Inc.	Shares	123SH	$5.2K
36	Fortitude Family Office, LLC	Shares	115SH	$4.9K
37	SBI Securities Co., Ltd.	Shares	115SH	$4.9K
38	Versant Capital Management, Inc	Shares	107SH	$4.6K
39	Wealth Enhancement Trust Services, Inc.	Shares	104SH	$4.4K
40	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	100SH	$4.3K
41	Sachetta, LLC	Shares	96SH	$4.1K
42	Cedar Mountain Advisors, LLC	Shares	88SH	$3.8K
43	Bogart Wealth, LLC	Shares	67SH	$2.9K
44	CoreCap Advisors, LLC	Shares	56SH	$2.4K
45	ENTRUST FINANCIAL LLC	Shares	49SH	$2.1K
46	Marquette Asset Management, LLC	Shares	41SH	$1.8K
47	AdvisorNet Financial, Inc	Shares	37SH	$1.6K
48	Creative Capital Management Investments LLC	Shares	34SH	$1.5K
49	TOTH FINANCIAL ADVISORY CORP	Shares	30SH	$1.3K
50	DiNuzzo Private Wealth, Inc.	Shares	15SH	$641

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

50 / 65 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+86.0K	+$3.7M	$3.7M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+30.2K	+$911.2K	$3.1M
3	TCFG Investment Advisors, LLC new	Shares	+12.0K	+$512.0K	$512.0K
4	NorthCrest Asset Manangement, LLC new	Shares	+7.1K	+$319.1K	$319.1K
5	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+6.9K	+$295.7K	$295.7K
6	WADDELL & ASSOCIATES, LLC new	Shares	+5.4K	+$230.0K	$230.0K
7	Merit Financial Group, LLC added	Shares	+5.0K	+$191.7K	$716.4K
8	Sivia Capital Partners, LLC added	Shares	+3.2K	+$118.8K	$580.4K
9	SIGNATUREFD, LLC added	Shares	+1.1K	+$43.8K	$94.7K
10	Tema ETFs LLC added	Shares	+1.0K	+$42.8K	$75.8K
11	Spire Wealth Management new	Shares	+921	+$39.3K	$39.3K
12	Sequoia Financial Advisors, LLC added	Shares	+1.3K	+$38.9K	$400.6K
13	GAMMA Investing LLC added	Shares	+633	+$24.7K	$81.2K
14	EverSource Wealth Advisors, LLC added	Shares	+544	+$19.9K	$99.9K
15	IFP Advisors, Inc added	Shares	+430	+$15.4K	$86.6K
16	True Wealth Design, LLC added	Shares	+329	+$12.4K	$51.4K
17	SJS Investment Consulting Inc. added	Shares	+217	+$8.9K	$17.3K
18	Wealth Enhancement Trust Services, Inc. new	Shares	+104	+$4.4K	$4.4K
19	Sachetta, LLC new	Shares	+96	+$4.1K	$4.1K
20	Bogart Wealth, LLC new	Shares	+67	+$2.9K	$2.9K
21	Physician Wealth Advisors, Inc. added	Shares	+68	+$2.8K	$5.2K
22	CoreCap Advisors, LLC new	Shares	+56	+$2.4K	$2.4K
23	MassMutual Private Wealth & Trust, FSB added	Shares	+55	+$1.9K	$12.9K
24	Marquette Asset Management, LLC new	Shares	+41	+$1.8K	$1.8K
25	Creative Capital Management Investments LLC new	Shares	+34	+$1.5K	$1.5K
26	LRI Investments, LLC new	Shares	+10	+$427	$427
27	Farther Finance Advisors, LLC added	Shares	+183	+$403	$94.8K
28	Fortitude Family Office, LLC added	Shares	+9	+$188	$4.9K
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+3.5K	+$145	$268
30	AdvisorNet Financial, Inc added	Shares	+3	+$65	$1.6K
31	Hughes Financial Services, LLC added	Shares	+1	+$39	$128
32	CX Institutional trimmed	Shares	-263	-$12	$2
33	Trust Co unchanged	Shares	0	-$21	$469
34	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$27	$641
35	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	-$55	$1.3K
36	ENTRUST FINANCIAL LLC unchanged	Shares	0	-$91	$2.1K
37	Quaker Wealth Management, LLC trimmed	Shares	-2	-$115	$598
38	SBI Securities Co., Ltd. added	Shares	+2	-$124	$4.9K
39	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$163	$3.8K
40	Versant Capital Management, Inc unchanged	Shares	0	-$198	$4.6K
41	AMALGAMATED BANK exited	Shares	-4.6K	-$204	$0
42	Blue Trust, Inc. exited	Shares	-6	-$267	$0
43	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$317	$4.3K
44	KERR FINANCIAL PLANNING Corp trimmed	Shares	-10	-$387	$171
45	VSM Wealth Advisory, LLC unchanged	Shares	0	-$488	$11.8K
46	Activest Wealth Management added	Shares	+6	-$494	$17.5K
47	Vermillion Wealth Management, Inc. exited	Shares	-14	-$623	$0
48	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$925	$21.3K
49	Wall Street Financial Group, Inc. exited	Shares	-28	-$1.2K	$0
50	Grove Bank & Trust exited	Shares	-50	-$2.2K	$0

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