Filing Research | DTM - DT MIDSTREAM INC Institutional Holdings

Snapshot holdings

50 / 164 loaded

#		Instrument	quantity
1	Fractal Investments LLC	Shares	231.0KSH	$33.9M
2	HENNESSY ADVISORS INC	Shares	153.5KSH	$22.5M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	108.1KSH	$15.9M
4	Catalyst Capital Advisors LLC	Shares	90.4KSH	$13.3M
5	LANARK FINANCIAL, INC.	Shares	52.0KSH	$7.6M
6	Conestoga Capital Advisors, LLC	Shares	49.9KSH	$7.3M
7	Police & Firemen's Retirement System of New Jersey	Shares	45.6KSH	$6.7M
8	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	37.0KSH	$5.4M
9	Louisiana State Employees Retirement System	Shares	29.9KSH	$4.4M
10	CITY HOLDING CO	Shares	28.6KSH	$4.2M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	28.3KSH	$4.1M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	24.4KSH	$3.6M
13	First American Bank	Shares	22.5KSH	$3.3M
14	JOHNSON INVESTMENT COUNSEL INC	Shares	21.4KSH	$3.1M
15	COOKSON PEIRCE & CO INC	Shares	18.1KSH	$2.7M
16	Ausbil Investment Management Ltd	Shares	17.7KSH	$2.5M
17	CoreCap Advisors, LLC	Shares	15.1KSH	$2.2M
18	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	Shares	15.0KSH	$2.2M
19	Linden Thomas Advisory Services, LLC	Shares	14.7KSH	$2.2M
20	Merit Financial Group, LLC	Shares	12.8KSH	$1.9M
21	FIRST CITIZENS BANK & TRUST CO	Shares	12.6KSH	$1.8M
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.0KSH	$1.7M
23	Envestnet Portfolio Solutions, Inc.	Shares	11.8KSH	$1.7M
24	Sequoia Financial Advisors, LLC	Shares	11.4KSH	$1.7M
25	Drucker Wealth 3.0, LLC	Shares	10.9KSH	$1.6M
26	J.W. COLE ADVISORS, INC.	Shares	9.4KSH	$1.4M
27	Crossmark Global Holdings, Inc.	Shares	8.0KSH	$1.2M
28	SECURIAN ASSET MANAGEMENT, INC	Shares	7.5KSH	$1.1M
29	GAMMA Investing LLC	Shares	6.5KSH	$961.0K
30	DAVENPORT & Co LLC	Shares	6.2KSH	$906.1K
31	Hennion & Walsh Asset Management, Inc.	Shares	6.1KSH	$888.1K
32	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	6.0KSH	$880.1K
33	QRG CAPITAL MANAGEMENT, INC.	Shares	5.8KSH	$853.1K
34	PFG Investments, LLC	Shares	5.2KSH	$755.8K
35	Sculati Wealth Management, LLC	Shares	4.7KSH	$685.9K
36	Legacy Wealth Asset Management, LLC	Shares	4.5KSH	$665.2K
37	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.4KSH	$655.1K
38	EverSource Wealth Advisors, LLC	Shares	4.4KSH	$651.2K
39	Burns Matteson Capital Management, LLC	Shares	4.2KSH	$614.4K
40	Impact Capital Partners LLC	Shares	4.0KSH	$588.4K
41	Procyon Advisors, LLC	Shares	3.9KSH	$577.1K
42	Strategic Financial Group, LLC	Shares	3.8KSH	$557.2K
43	Farther Finance Advisors, LLC	Shares	3.8KSH	$551.4K
44	Foguth Wealth Management, LLC.	Shares	3.7KSH	$532.5K
45	SBI Okasan Asset Management Co.Ltd.	Shares	3.3KSH	$488.0K
46	Fifth Third Wealth Advisors LLC	Shares	3.3KSH	$485.7K
47	Dougherty & Associates, LLC	Shares	3.2KSH	$463.9K
48	Ballentine Partners, LLC	Shares	3.0KSH	$434.5K
49	Lakeshore Financial Planning, Inc.	Shares	2.9KSH	$430.6K
50	GATEWAY INVESTMENT ADVISERS LLC	Shares	2.8KSH	$413.5K

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

50 / 172 loaded

#		Instrument
1	Conestoga Capital Advisors, LLC new	Shares	+49.9K	+$7.3M	$7.3M
2	Fractal Investments LLC unchanged	Shares	0	+$2.8M	$33.9M
3	HENNESSY ADVISORS INC added	Shares	+5.4K	+$2.6M	$22.5M
4	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+3.4K	+$906.1K	$5.4M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+2.6K	+$898.7K	$6.7M
6	First American Bank added	Shares	+4.2K	+$835.4K	$3.3M
7	LANARK FINANCIAL, INC. trimmed	Shares	-733	+$528.6K	$7.6M
8	COOKSON PEIRCE & CO INC added	Shares	+1.8K	+$465.7K	$2.7M
9	Louisiana State Employees Retirement System added	Shares	+400	+$414.8K	$4.4M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.0K	+$400.6K	$1.7M
11	JOHNSON INVESTMENT COUNSEL INC added	Shares	+200	+$285.6K	$3.1M
12	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-7.6K	+$281.4K	$15.9M
13	CoreCap Advisors, LLC added	Shares	+684	+$274.7K	$2.2M
14	Composition Wealth, LLC new	Shares	+1.7K	+$253.7K	$253.7K
15	Gradient Investments LLC new	Shares	+1.7K	+$249.3K	$249.3K
16	CITY HOLDING CO trimmed	Shares	-816	+$235.3K	$4.2M
17	GAMMA Investing LLC added	Shares	+892	+$199.2K	$961.0K
18	Sequoia Financial Advisors, LLC added	Shares	+422	+$194.2K	$1.7M
19	Merit Financial Group, LLC added	Shares	+280	+$192.0K	$1.9M
20	BRIGHT ROCK CAPITAL MANAGEMENT, LLC unchanged	Shares	0	+$181.1K	$2.2M
21	Linden Thomas Advisory Services, LLC added	Shares	+2	+$178.1K	$2.2M
22	Drucker Wealth 3.0, LLC added	Shares	+316	+$174.7K	$1.6M
23	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.1K	+$153.0K	$3.6M
24	William Mack & Associates, Inc. added	Shares	+616	+$111.0K	$341.5K
25	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.7K	+$110.2K	$4.1M
26	J.W. COLE ADVISORS, INC. trimmed	Shares	-28	+$110.1K	$1.4M
27	DAVENPORT & Co LLC added	Shares	+175	+$98.1K	$906.1K
28	Ballentine Partners, LLC added	Shares	+417	+$91.9K	$434.5K
29	QRG CAPITAL MANAGEMENT, INC. added	Shares	+140	+$89.0K	$853.1K
30	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$77.8K	$1.1M
31	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+4	+$72.9K	$880.1K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+364	+$71.7K	$332.7K
33	Burns Matteson Capital Management, LLC added	Shares	+105	+$64.7K	$614.4K
34	Farther Finance Advisors, LLC added	Shares	+112	+$63.4K	$551.4K
35	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+43	+$59.3K	$655.1K
36	Crossmark Global Holdings, Inc. trimmed	Shares	-285	+$58.7K	$1.2M
37	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+173	+$57.3K	$413.5K
38	IFP Advisors, Inc added	Shares	+244	+$54.4K	$261.3K
39	Legacy Wealth Asset Management, LLC trimmed	Shares	-24	+$51.5K	$665.2K
40	Procyon Advisors, LLC added	Shares	+28	+$51.3K	$577.1K
41	SJS Investment Consulting Inc. added	Shares	+190	+$50.2K	$298.8K
42	Strategic Financial Group, LLC added	Shares	+25	+$49.2K	$557.2K
43	Impact Capital Partners LLC added	Shares	+1	+$48.5K	$588.4K
44	PFG Investments, LLC trimmed	Shares	-121	+$45.9K	$755.8K
45	Lakeshore Financial Planning, Inc. added	Shares	+69	+$44.7K	$430.6K
46	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$43.4K	$488.0K
47	Hilltop National Bank added	Shares	+281	+$42.0K	$50.0K
48	Dougherty & Associates, LLC added	Shares	+21	+$41.0K	$463.9K
49	Prospera Financial Services Inc added	Shares	+47	+$39.6K	$404.2K
50	GREENLEAF TRUST added	Shares	+50	+$37.1K	$368.8K

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