Filing Research | EBS - EMERGENT BIOSOLUTIONS INC Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	165.9KSH	$1.4M
2	JAMES INVESTMENT RESEARCH, INC.	Shares	62.0KSH	$519.3K
3	Assenagon Asset Management S.A.	Shares	56.5KSH	$473.1K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.6KSH	$198.1K
5	Diversified Trust Co	Shares	20.7KSH	$173.6K
6	Baron Wealth Management LLC	Shares	16.2KSH	$136.1K
7	Police & Firemen's Retirement System of New Jersey	Shares	13.5KSH	$113.2K
8	Herold Advisors, Inc.	Shares	10.0KSH	$84.0K
9	SBI Securities Co., Ltd.	Shares	4.8KSH	$40.4K
10	Farther Finance Advisors, LLC	Shares	2.1KSH	$17.5K
11	Moisand Fitzgerald Tamayo, LLC	Shares	1.1KSH	$9.5K
12	EverSource Wealth Advisors, LLC	Shares	989SH	$8.3K
13	Triumph Capital Management	Shares	700SH	$5.9K
14	IFP Advisors, Inc	Shares	658SH	$5.5K
15	GAMMA Investing LLC	Shares	620SH	$5.2K
16	MassMutual Private Wealth & Trust, FSB	Shares	410SH	$3.4K
17	True Wealth Design, LLC	Shares	302SH	$2.5K
18	BARRETT & COMPANY, INC.	Shares	175SH	$1.5K
19	Physician Wealth Advisors, Inc.	Shares	158SH	$1.3K
20	SJS Investment Consulting Inc.	Shares	156SH	$1.3K
21	Wealth Enhancement Trust Services, Inc.	Shares	145SH	$1.2K
22	Torren Management, LLC	Shares	137SH	$1.1K
23	Quest 10 Wealth Builders, Inc.	Shares	102SH	$855
24	Versant Capital Management, Inc	Shares	77SH	$645
25	Bogart Wealth, LLC	Shares	59SH	$494
26	SIGNATUREFD, LLC	Shares	57SH	$478
27	FINANCIAL CONSULATE, INC	Shares	53SH	$445
28	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	10SH	$84
29	Capital Advisors, Ltd. LLC	Shares	30SH	$0

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

33 / 33 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+165.9K	+$1.4M	$1.4M
2	Diversified Trust Co new	Shares	+20.7K	+$173.6K	$173.6K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.0K	+$45.1K	$198.1K
4	Baron Wealth Management LLC added	Shares	+1.1K	+$10.6K	$136.1K
5	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$5.0K	$519.3K
6	Assenagon Asset Management S.A. unchanged	Shares	0	+$4.5K	$473.1K
7	IFP Advisors, Inc added	Shares	+521	+$4.4K	$5.5K
8	EverSource Wealth Advisors, LLC added	Shares	+195	+$1.7K	$8.3K
9	GAMMA Investing LLC added	Shares	+197	+$1.7K	$5.2K
10	BARRETT & COMPANY, INC. new	Shares	+175	+$1.5K	$1.5K
11	Wealth Enhancement Trust Services, Inc. new	Shares	+145	+$1.2K	$1.2K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$1.1K	$113.2K
13	Herold Advisors, Inc. unchanged	Shares	0	+$1.0K	$84.0K
14	SJS Investment Consulting Inc. added	Shares	+104	+$876	$1.3K
15	Versant Capital Management, Inc new	Shares	+77	+$645	$645
16	Bogart Wealth, LLC new	Shares	+59	+$494	$494
17	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$91	$9.5K
18	CONTRAVISORY INVESTMENT MANAGEMENT, INC. new	Shares	+10	+$84	$84
19	Triumph Capital Management unchanged	Shares	0	+$56	$5.9K
20	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$33	$3.4K
21	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$13	$1.3K
22	Torren Management, LLC unchanged	Shares	0	+$11	$1.1K
23	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$8	$855
24	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
25	True Wealth Design, LLC trimmed	Shares	-9	-$51	$2.5K
26	CoreCap Advisors, LLC exited	Shares	-9	-$75	$0
27	FINANCIAL CONSULATE, INC trimmed	Shares	-35	-$286	$445
28	SBI Securities Co., Ltd. trimmed	Shares	-124	-$644	$40.4K
29	Fortitude Family Office, LLC exited	Shares	-108	-$896	$0
30	Dogwood Wealth Management LLC exited	Shares	-196	-$1.6K	$0
31	SIGNATUREFD, LLC trimmed	Shares	-242	-$2.0K	$478
32	Farther Finance Advisors, LLC trimmed	Shares	-377	-$3.2K	$17.5K
33	Abel Hall, LLC exited	Shares	-10.1K	-$83.9K	$0