Filing Research | DVA - DaVita Inc Institutional Holdings

Snapshot holdings

50 / 127 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	186.2KSH	$41.4M
2	Robeco Institutional Asset Management B.V.	Shares	45.3KSH	$10.1M
3	Assenagon Asset Management S.A.	Shares	44.8KSH	$10.0M
4	Prospera Financial Services Inc	Shares	42.6KSH	$9.5M
5	GHP Investment Advisors, Inc.	Shares	40.2KSH	$8.9M
6	Counterpoint Mutual Funds LLC	Shares	33.2KSH	$7.4M
7	CWA Asset Management Group, LLC	Shares	22.5KSH	$5.0M
8	Crossmark Global Holdings, Inc.	Shares	15.6KSH	$3.5M
9	Police & Firemen's Retirement System of New Jersey	Shares	14.5KSH	$3.2M
10	ROMANO BROTHERS AND COMPANY	Shares	14.4KSH	$3.2M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.8KSH	$2.5M
12	Urban Wealth Management, LLC	Shares	10.1KSH	$2.2M
13	Czech National Bank	Shares	9.1KSH	$2.0M
14	Martin Capital Advisors, LLP	Shares	8.9KSH	$2.0M
15	Mirae Asset Global Investments Co., Ltd.	Shares	8.7KSH	$1.9M
16	EXCHANGE TRADED CONCEPTS, LLC	Shares	8.4KSH	$1.9M
17	Diversified Trust Co	Shares	7.5KSH	$1.7M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.1KSH	$1.6M
19	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	6.6KSH	$1.5M
20	Kesler, Norman & Wride, LLC	Shares	6.6KSH	$1.5M
21	MISSION WEALTH MANAGEMENT, LP	Shares	5.6KSH	$1.2M
22	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	5.5KSH	$1.2M
23	Radnor Capital Management, LLC	Shares	4.8KSH	$1.1M
24	CHAPIN DAVIS, INC.	Shares	4.5KSH	$1.0M
25	JOHNSON INVESTMENT COUNSEL INC	Shares	4.5KSH	$991.1K
26	ARS Wealth Advisors Group, LLC	Shares	4.2KSH	$934.4K
27	Burns Matteson Capital Management, LLC	Shares	3.8KSH	$844.1K
28	Sage Investment Counsel LLC	Shares	3.6KSH	$790.9K
29	TOTH FINANCIAL ADVISORY CORP	Shares	3.2KSH	$713.0K
30	GAMMA Investing LLC	Shares	3.1KSH	$689.7K
31	DECISION INVESTMENTS, INC	Shares	3.0KSH	$667.4K
32	Merit Financial Group, LLC	Shares	2.8KSH	$622.7K
33	Sequoia Financial Advisors, LLC	Shares	2.8KSH	$620.9K
34	Value Investment Professionals, LLC	Shares	2.5KSH	$556.4K
35	Andrew Hill Investment Advisors, Inc.	Shares	2.3KSH	$501.9K
36	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	2.2KSH	$485.4K
37	GATEWAY INVESTMENT ADVISERS LLC	Shares	2.0KSH	$448.3K
38	Apollon Wealth Management, LLC	Shares	1.9KSH	$431.2K
39	Wedmont Private Capital	Shares	1.8KSH	$427.9K
40	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.8KSH	$398.0K
41	GREENLEAF TRUST	Shares	1.8KSH	$395.8K
42	HARTFORD INVESTMENT MANAGEMENT CO	Shares	1.8KSH	$394.0K
43	Nilsine Partners, LLC	Shares	1.7KSH	$385.8K
44	FIRST HORIZON CORP	Shares	1.7KSH	$380.4K
45	D.A. DAVIDSON & CO.	Shares	1.6KSH	$363.3K
46	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	1.6KSH	$357.7K
47	COOKSON PEIRCE & CO INC	Shares	1.6KSH	$356.4K
48	Louisiana State Employees Retirement System	Shares	1.6KSH	$356.0K
49	AVALON CAPITAL MANAGEMENT	Shares	1.6KSH	$352.9K
50	WADDELL & ASSOCIATES, LLC	Shares	1.5KSH	$342.2K

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

50 / 135 loaded

#		Instrument
1	Prospera Financial Services Inc added	Shares	+39.5K	+$9.0M	$9.5M
2	Counterpoint Mutual Funds LLC new	Shares	+33.2K	+$7.4M	$7.4M
3	CWA Asset Management Group, LLC new	Shares	+22.5K	+$5.0M	$5.0M
4	Assenagon Asset Management S.A. added	Shares	+10.5K	+$4.7M	$10.0M
5	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-55.1K	+$4.3M	$41.4M
6	Crossmark Global Holdings, Inc. added	Shares	+13.0K	+$3.1M	$3.5M
7	GHP Investment Advisors, Inc. added	Shares	+484	+$2.8M	$8.9M
8	Robeco Institutional Asset Management B.V. trimmed	Shares	-1.9K	+$2.8M	$10.1M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.6K	+$1.5M	$2.5M
10	CHAPIN DAVIS, INC. new	Shares	+4.5K	+$1.0M	$1.0M
11	ROMANO BROTHERS AND COMPANY trimmed	Shares	-150	+$970.1K	$3.2M
12	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-329	+$947.3K	$3.2M
13	Burns Matteson Capital Management, LLC new	Shares	+3.8K	+$844.1K	$844.1K
14	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.6K	+$830.6K	$1.9M
15	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.4K	+$817.1K	$1.9M
16	TOTH FINANCIAL ADVISORY CORP new	Shares	+3.2K	+$713.0K	$713.0K
17	Urban Wealth Management, LLC unchanged	Shares	0	+$693.1K	$2.2M
18	Czech National Bank added	Shares	+41	+$634.8K	$2.0M
19	Martin Capital Advisors, LLP unchanged	Shares	0	+$609.8K	$2.0M
20	Diversified Trust Co added	Shares	+1	+$516.3K	$1.7M
21	CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed	Shares	-13	+$451.8K	$1.5M
22	Kesler, Norman & Wride, LLC trimmed	Shares	-256	+$411.9K	$1.5M
23	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-690	+$381.7K	$1.6M
24	Merit Financial Group, LLC added	Shares	+1.1K	+$354.0K	$622.7K
25	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-231	+$341.4K	$1.2M
26	Radnor Capital Management, LLC unchanged	Shares	0	+$330.2K	$1.1M
27	VIEWPOINT INVESTMENT PARTNERS CORP new	Shares	+1.4K	+$311.5K	$311.5K
28	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$306.5K	$991.1K
29	ARS Wealth Advisors Group, LLC added	Shares	+100	+$304.3K	$934.4K
30	BENJAMIN EDWARDS INC new	Shares	+1.3K	+$283.7K	$283.7K
31	Abacus Wealth Partners, LLC new	Shares	+1.2K	+$275.4K	$275.4K
32	Envestnet Portfolio Solutions, Inc. new	Shares	+1.2K	+$268.3K	$268.3K
33	BankChampaign, National Association new	Shares	+1.2K	+$262.7K	$262.7K
34	GAMMA Investing LLC added	Shares	+311	+$261.0K	$689.7K
35	Sage Investment Counsel LLC unchanged	Shares	0	+$244.5K	$790.9K
36	MISSION WEALTH MANAGEMENT, LP trimmed	Shares	-975	+$236.6K	$1.2M
37	Optas, LLC new	Shares	+1.1K	+$233.6K	$233.6K
38	Hennion & Walsh Asset Management, Inc. new	Shares	+1.0K	+$228.9K	$228.9K
39	Ballentine Partners, LLC new	Shares	+1.0K	+$224.5K	$224.5K
40	Sequoia Financial Advisors, LLC added	Shares	+164	+$217.2K	$620.9K
41	Apollon Wealth Management, LLC added	Shares	+526	+$214.2K	$431.2K
42	DECISION INVESTMENTS, INC added	Shares	+19	+$209.3K	$667.4K
43	Value Investment Professionals, LLC added	Shares	+50	+$179.7K	$556.4K
44	Farther Finance Advisors, LLC added	Shares	+469	+$175.5K	$324.0K
45	Andrew Hill Investment Advisors, Inc. trimmed	Shares	-7	+$154.1K	$501.9K
46	ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed	Shares	-10	+$148.5K	$485.4K
47	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+17	+$141.2K	$448.3K
48	WADDELL & ASSOCIATES, LLC added	Shares	+192	+$135.3K	$342.2K
49	Wedmont Private Capital trimmed	Shares	-134	+$135.2K	$427.9K
50	COOKSON PEIRCE & CO INC added	Shares	+122	+$129.0K	$356.4K

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