Filing Research | ECG - EVERUS CONSTR GROUP Institutional Holdings

Snapshot holdings

50 / 115 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	1.2MSH	$198.6M
2	Swedbank AB	Shares	155.0KSH	$25.7M
3	Hudson Value Partners, LLC	Shares	74.5KSH	$12.4M
4	Angeles Investment Advisors, LLC	Shares	62.8KSH	$10.4M
5	OAK RIDGE INVESTMENTS LLC	Shares	44.2KSH	$7.3M
6	Police & Firemen's Retirement System of New Jersey	Shares	23.1KSH	$3.8M
7	Louisiana State Employees Retirement System	Shares	22.4KSH	$3.7M
8	Register Financial Advisors LLC	Shares	14.0KSH	$2.3M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.9KSH	$2.3M
10	Range Financial Group LLC	Shares	13.5KSH	$2.2M
11	CLARK FINANCIAL SERVICES GROUP INC /BD	Shares	13.1KSH	$2.2M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.1KSH	$2.0M
13	GATEWAY INVESTMENT ADVISERS LLC	Shares	10.0KSH	$1.7M
14	Steadtrust LLC	Shares	9.8KSH	$1.6M
15	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	9.8KSH	$1.6M
16	AdvisorNet Financial, Inc	Shares	8.9KSH	$1.5M
17	Strategic Blueprint, LLC	Shares	7.5KSH	$1.2M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.8KSH	$1.2M
19	Brady Martz Wealth Solutions, LLC	Shares	7.0KSH	$1.2M
20	Cohen Capital Management, Inc.	Shares	6.6KSH	$1.1M
21	Apollon Wealth Management, LLC	Shares	6.6KSH	$1.1M
22	Fractal Investments LLC	Shares	6.4KSH	$1.1M
23	Allied Investment Advisors, LLC	Shares	5.7KSH	$938.6K
24	Forza Wealth Management, LLC	Shares	5.1KSH	$849.0K
25	CASCADE INVESTMENT GROUP, INC.	Shares	5.0KSH	$829.8K
26	Diversified Trust Co	Shares	5.0KSH	$827.1K
27	WEST MICHIGAN ADVISORS, LLC	Shares	6.9KSH	$816.1K
28	FLAGSHIP HARBOR ADVISORS, LLC	Shares	4.5KSH	$751.4K
29	IVC Wealth Advisors LLC	Shares	4.2KSH	$699.8K
30	Sequoia Financial Advisors, LLC	Shares	4.2KSH	$694.2K
31	Palisade Asset Management, LLC	Shares	4.1KSH	$682.1K
32	D.A. DAVIDSON & CO.	Shares	4.1KSH	$675.7K
33	Merit Financial Group, LLC	Shares	3.9KSH	$642.1K
34	DMKC Advisory Services, LLC	Shares	3.8KSH	$624.3K
35	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.7KSH	$614.3K
36	INDEPENDENT FINANCIAL GROUP, LLC	Shares	3.1KSH	$508.0K
37	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	2.5KSH	$416.2K
38	LANARK FINANCIAL, INC.	Shares	2.5KSH	$408.6K
39	FIRST CITIZENS BANK & TRUST CO	Shares	2.4KSH	$402.3K
40	Park Capital Management, LLC / WI	Shares	2.4KSH	$390.1K
41	EQUITABLE TRUST CO	Shares	2.1KSH	$356.0K
42	Wedmont Private Capital	Shares	2.5KSH	$342.4K
43	SeaCrest Wealth Management, LLC	Shares	2.1KSH	$340.5K
44	GAMMA Investing LLC	Shares	2.0KSH	$334.2K
45	SBI Okasan Asset Management Co.Ltd.	Shares	2.0KSH	$320.2K
46	Fifth Third Wealth Advisors LLC	Shares	1.9KSH	$313.1K
47	Crossmark Global Holdings, Inc.	Shares	1.9KSH	$312.3K
48	Wealth Group Ltd	Shares	1.7KSH	$286.3K
49	Legacy Wealth Asset Management, LLC	Shares	1.6KSH	$273.7K
50	Commonwealth Financial Services, LLC	Shares	1.6KSH	$273.0K

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

50 / 124 loaded

#		Instrument
1	Hudson Value Partners, LLC trimmed	Shares	-2.3K	+$3.3M	$12.4M
2	Angeles Investment Advisors, LLC trimmed	Shares	-1.7K	+$2.8M	$10.4M
3	OAK RIDGE INVESTMENTS LLC added	Shares	+912	+$2.2M	$7.3M
4	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+10.0K	+$1.7M	$1.7M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+1.1K	+$1.2M	$3.8M
6	Strategic Blueprint, LLC new	Shares	+7.5K	+$1.2M	$1.2M
7	Louisiana State Employees Retirement System trimmed	Shares	-200	+$1.0M	$3.7M
8	Diversified Trust Co new	Shares	+5.0K	+$827.1K	$827.1K
9	Register Financial Advisors LLC unchanged	Shares	0	+$671.2K	$2.3M
10	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-27	+$662.6K	$2.3M
11	Merit Financial Group, LLC new	Shares	+3.9K	+$642.1K	$642.1K
12	CLARK FINANCIAL SERVICES GROUP INC /BD unchanged	Shares	0	+$625.8K	$2.2M
13	Range Financial Group LLC trimmed	Shares	-366	+$602.9K	$2.2M
14	Apollon Wealth Management, LLC added	Shares	+1.9K	+$537.3K	$1.1M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-510	+$519.5K	$2.0M
16	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+3.1K	+$508.0K	$508.0K
17	Fractal Investments LLC added	Shares	+1.5K	+$483.6K	$1.1M
18	Steadtrust LLC unchanged	Shares	0	+$471.7K	$1.6M
19	AdvisorNet Financial, Inc added	Shares	+148	+$445.8K	$1.5M
20	MONTGOMERY INVESTMENT MANAGEMENT INC trimmed	Shares	-200	+$444.1K	$1.6M
21	HIGHLAND CAPITAL MANAGEMENT, LLC new	Shares	+2.5K	+$416.2K	$416.2K
22	Park Capital Management, LLC / WI new	Shares	+2.4K	+$390.1K	$390.1K
23	Sequoia Financial Advisors, LLC added	Shares	+1.6K	+$385.8K	$694.2K
24	Brady Martz Wealth Solutions, LLC added	Shares	+169	+$354.3K	$1.2M
25	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.4K	+$344.6K	$614.3K
26	Cohen Capital Management, Inc. unchanged	Shares	0	+$315.1K	$1.1M
27	Fifth Third Wealth Advisors LLC new	Shares	+1.9K	+$313.1K	$313.1K
28	Crossmark Global Holdings, Inc. new	Shares	+1.9K	+$312.3K	$312.3K
29	Allied Investment Advisors, LLC added	Shares	+49	+$276.7K	$938.6K
30	Legacy Wealth Asset Management, LLC new	Shares	+1.6K	+$273.7K	$273.7K
31	Commonwealth Financial Services, LLC new	Shares	+1.6K	+$273.0K	$273.0K
32	Cornerstone Wealth Management, LLC new	Shares	+1.6K	+$269.2K	$269.2K
33	Forza Wealth Management, LLC unchanged	Shares	0	+$245.0K	$849.0K
34	CASCADE INVESTMENT GROUP, INC. unchanged	Shares	0	+$239.4K	$829.8K
35	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+96	+$228.2K	$751.4K
36	ANCHYRA PARTNERS LLC new	Shares	+1.2K	+$207.1K	$207.1K
37	D.A. DAVIDSON & CO. added	Shares	+73	+$203.6K	$675.7K
38	Palisade Asset Management, LLC unchanged	Shares	0	+$196.8K	$682.1K
39	IVC Wealth Advisors LLC trimmed	Shares	-130	+$186.6K	$699.8K
40	DMKC Advisory Services, LLC unchanged	Shares	0	+$180.2K	$624.3K
41	GAMMA Investing LLC added	Shares	+498	+$155.2K	$334.2K
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+274	+$146.8K	$1.2M
43	LANARK FINANCIAL, INC. trimmed	Shares	-16	+$116.0K	$408.6K
44	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$97.5K	$320.2K
45	Wealth Group Ltd unchanged	Shares	0	+$82.6K	$286.3K
46	Wedmont Private Capital added	Shares	+452	+$79.1K	$342.4K
47	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+171	+$73.9K	$186.0K
48	EQUITABLE TRUST CO trimmed	Shares	-297	+$67.7K	$356.0K
49	Physician Wealth Advisors, Inc. added	Shares	+2	+$54.2K	$187.0K
50	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$52.7K	$182.5K

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