Filing Research | DT - DYNATRACE INC Institutional Holdings

Snapshot holdings

50 / 116 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	2.8MSH	$122.5M
2	Robeco Institutional Asset Management B.V.	Shares	1.6MSH	$68.7M
3	Boston Trust Walden Corp	Shares	1.3MSH	$57.5M
4	DAVIDSON INVESTMENT ADVISORS	Shares	417.4KSH	$18.3M
5	Police & Firemen's Retirement System of New Jersey	Shares	133.6KSH	$5.9M
6	Slow Capital, Inc.	Shares	115.9KSH	$5.1M
7	Sequoia Financial Advisors, LLC	Shares	100.6KSH	$4.4M
8	JOHNSON INVESTMENT COUNSEL INC	Shares	86.9KSH	$3.8M
9	Louisiana State Employees Retirement System	Shares	86.2KSH	$3.8M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	82.0KSH	$3.6M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	86.8KSH	$3.5M
12	Covea Finance	Shares	78.5KSH	$3.4M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	70.5KSH	$3.1M
14	GATEWAY INVESTMENT ADVISERS LLC	Shares	70.1KSH	$3.1M
15	BENJAMIN EDWARDS INC	Shares	50.6KSH	$2.2M
16	HERALD INVESTMENT MANAGEMENT Ltd	Shares	50.0KSH	$2.2M
17	Pekao Towarzystwo Funduszy Inwestycyjnych S.A.	Shares	38.9KSH	$1.7M
18	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	34.0KSH	$1.5M
19	Gradient Investments LLC	Shares	33.4KSH	$1.5M
20	L. Roy Papp & Associates, LLP	Shares	32.0KSH	$1.4M
21	Prospera Financial Services Inc	Shares	29.4KSH	$1.3M
22	TT International Asset Management LTD	Shares	27.2KSH	$1.2M
23	Bank Pictet & Cie (Europe) AG	Shares	25.4KSH	$1.1M
24	Crossmark Global Holdings, Inc.	Shares	25.0KSH	$1.1M
25	QRG CAPITAL MANAGEMENT, INC.	Shares	23.2KSH	$1.0M
26	SECURIAN ASSET MANAGEMENT, INC	Shares	21.7KSH	$965.0K
27	Tributary Capital Management, LLC	Shares	21.1KSH	$925.6K
28	Malaga Cove Capital, LLC	Shares	20.5KSH	$898.6K
29	Procyon Advisors, LLC	Shares	20.2KSH	$888.5K
30	Merit Financial Group, LLC	Shares	15.5KSH	$682.0K
31	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	15.4KSH	$674.2K
32	Violich Capital Management, Inc.	Shares	15.0KSH	$658.6K
33	BURNEY CO/	Shares	13.8KSH	$606.2K
34	Envestnet Portfolio Solutions, Inc.	Shares	13.4KSH	$586.7K
35	Cooper Financial Group	Shares	13.2KSH	$578.5K
36	Sowell Financial Services LLC	Shares	12.2KSH	$537.7K
37	Blue Trust, Inc.	Shares	12.0KSH	$527.2K
38	Aaron Wealth Advisors LLC	Shares	11.8KSH	$519.5K
39	Versant Capital Management, Inc	Shares	11.4KSH	$499.7K
40	GAMMA Investing LLC	Shares	11.0KSH	$481.9K
41	Y-Intercept (Hong Kong) Ltd	Shares	10.4KSH	$454.7K
42	Sivia Capital Partners, LLC	Shares	10.2KSH	$449.0K
43	First National Advisers, LLC	Shares	10.1KSH	$444.4K
44	A&I FINANCIAL SERVICES, LLC	Shares	10.1KSH	$442.0K
45	D.A. DAVIDSON & CO.	Shares	9.8KSH	$430.7K
46	Avior Wealth Management, LLC	Shares	9.5KSH	$417.9K
47	Cache Advisors, LLC	Shares	9.3KSH	$408.5K
48	Fifth Third Wealth Advisors LLC	Shares	8.7KSH	$381.4K
49	Diversified Trust Co	Shares	8.7KSH	$380.7K
50	Fortitude Advisory Group L.L.C.	Shares	8.7KSH	$379.8K

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

50 / 139 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+1.7M	+$82.6M	$122.5M
2	Boston Trust Walden Corp added	Shares	+187.8K	+$16.0M	$57.5M
3	Robeco Institutional Asset Management B.V. trimmed	Shares	-12.9K	+$10.4M	$68.7M
4	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+70.1K	+$3.1M	$3.1M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+56.9K	+$2.4M	$3.5M
6	DAVIDSON INVESTMENT ADVISORS trimmed	Shares	-21.6K	+$2.1M	$18.3M
7	Sequoia Financial Advisors, LLC added	Shares	+20.2K	+$1.4M	$4.4M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+8.6K	+$1.2M	$5.9M
9	Bank Pictet & Cie (Europe) AG new	Shares	+25.4K	+$1.1M	$1.1M
10	Slow Capital, Inc. added	Shares	+7.8K	+$1.1M	$5.1M
11	BENJAMIN EDWARDS INC added	Shares	+7.0K	+$607.6K	$2.2M
12	Louisiana State Employees Retirement System trimmed	Shares	-300	+$586.3K	$3.8M
13	Covea Finance unchanged	Shares	0	+$544.0K	$3.4M
14	Prospera Financial Services Inc added	Shares	+8.7K	+$525.5K	$1.3M
15	Aaron Wealth Advisors LLC new	Shares	+11.8K	+$519.5K	$519.5K
16	Merit Financial Group, LLC added	Shares	+10.0K	+$478.4K	$682.0K
17	Sivia Capital Partners, LLC new	Shares	+10.2K	+$449.0K	$449.0K
18	Diversified Trust Co new	Shares	+8.7K	+$380.7K	$380.7K
19	Fortitude Advisory Group L.L.C. new	Shares	+8.7K	+$379.8K	$379.8K
20	Venturi Wealth Management, LLC new	Shares	+8.0K	+$352.9K	$352.9K
21	HERALD INVESTMENT MANAGEMENT Ltd unchanged	Shares	0	+$345.5K	$2.2M
22	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-6.0K	+$345.3K	$3.6M
23	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-4.2K	+$334.0K	$3.1M
24	WADDELL & ASSOCIATES, LLC new	Shares	+6.6K	+$289.5K	$289.5K
25	Pekao Towarzystwo Funduszy Inwestycyjnych S.A. unchanged	Shares	0	+$269.4K	$1.7M
26	Apollon Wealth Management, LLC new	Shares	+6.1K	+$268.0K	$268.0K
27	Tributary Capital Management, LLC added	Shares	+3.2K	+$265.4K	$925.6K
28	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.8K	+$264.3K	$1.0M
29	NorthCrest Asset Manangement, LLC new	Shares	+5.7K	+$259.4K	$259.4K
30	BURNEY CO/ added	Shares	+4.2K	+$252.2K	$606.2K
31	PensionDanmark Pensionsforsikringsaktieselskab new	Shares	+5.5K	+$241.4K	$241.4K
32	Gradient Investments LLC added	Shares	+205	+$239.1K	$1.5M
33	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+5.2K	+$230.0K	$230.0K
34	Capstone Wealth Management, LLC new	Shares	+5.1K	+$224.1K	$224.1K
35	Optas, LLC new	Shares	+4.9K	+$216.6K	$216.6K
36	Crossmark Global Holdings, Inc. added	Shares	+1.1K	+$215.5K	$1.1M
37	Interchange Capital Partners, LLC new	Shares	+4.8K	+$209.3K	$209.3K
38	Sowell Financial Services LLC added	Shares	+2.8K	+$187.8K	$537.7K
39	TT International Asset Management LTD trimmed	Shares	-344	+$175.8K	$1.2M
40	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-242	+$152.5K	$965.0K
41	Blue Trust, Inc. added	Shares	+1.6K	+$143.5K	$527.2K
42	Procyon Advisors, LLC added	Shares	+12	+$140.7K	$888.5K
43	L. Roy Papp & Associates, LLP trimmed	Shares	-2.3K	+$136.0K	$1.4M
44	GAMMA Investing LLC added	Shares	+1.3K	+$123.8K	$481.9K
45	Versant Capital Management, Inc added	Shares	+969	+$114.7K	$499.7K
46	Violich Capital Management, Inc. unchanged	Shares	0	+$104.0K	$658.6K
47	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+2.2K	+$97.8K	$101.5K
48	First National Advisers, LLC added	Shares	+512	+$89.1K	$444.4K
49	EverSource Wealth Advisors, LLC added	Shares	+1.5K	+$77.7K	$133.7K
50	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-4.3K	+$75.0K	$1.5M

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