Filing Research | ECHO - ECHOSTAR CORP Institutional Holdings

Snapshot holdings

50 / 125 loaded

#		Instrument	quantity
1	Tema ETFs LLC	Shares	1.5MSH	$156.2M
2	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	831.6KSH	$84.4M
3	Mirae Asset Global Investments Co., Ltd.	Shares	727.1KSH	$73.8M
4	HENNESSY ADVISORS INC	Shares	476.9KSH	$48.4M
5	LBP AM SA	Shares	174.2KSH	$17.7M
6	CLG LLC	Shares	123.8KSH	$12.6M
7	Amanah Holdings Trust	Shares	115.0KSH	$11.7M
8	Benefit Street Partners LLC	Shares	109.5KSH	$11.1M
9	Counterpoint Mutual Funds LLC	Shares	79.0KSH	$8.0M
10	Merrion Investment Management Co, LLC	Shares	66.6KSH	$6.8M
11	BNC WEALTH MANAGEMENT, LLC	Shares	46.8KSH	$4.8M
12	NWAM LLC	Shares	44.8KSH	$4.6M
13	Czech National Bank	Shares	38.8KSH	$3.9M
14	Alliance Wealth Advisors, LLC	Shares	35.1KSH	$3.6M
15	Swedbank AB	Shares	34.8KSH	$3.5M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	30.1KSH	$3.1M
17	IFM Investors Pty Ltd	Shares	27.8KSH	$2.8M
18	PensionDanmark Pensionsforsikringsaktieselskab	Shares	23.6KSH	$2.4M
19	Diversified Trust Co	Shares	22.9KSH	$2.3M
20	Dynamic Advisor Solutions LLC	Shares	22.9KSH	$2.3M
21	JGP Global Gestao de Recursos Ltda.	Shares	21.6KSH	$2.2M
22	Police & Firemen's Retirement System of New Jersey	Shares	20.5KSH	$2.1M
23	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	18.1KSH	$1.8M
24	DAVENPORT & Co LLC	Shares	14.6KSH	$1.5M
25	TriaGen Wealth Management LLC	Shares	13.7KSH	$1.4M
26	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.2KSH	$1.3M
27	Tower View Wealth Management LLC	Shares	12.1KSH	$1.2M
28	Fideuram Asset Management (Ireland) dac	Shares	8.8KSH	$983.5K
29	Prospera Financial Services Inc	Shares	9.5KSH	$965.3K
30	MIZUHO SECURITIES USA LLC	Shares	8.1KSH	$952.7K
31	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	9.4KSH	$951.4K
32	Abel Hall, LLC	Shares	7.4KSH	$754.2K
33	HARTFORD INVESTMENT MANAGEMENT CO	Shares	7.4KSH	$753.4K
34	Louisiana State Employees Retirement System	Shares	7.0KSH	$710.5K
35	Walser Wealth Management Company, A Ltd Liability Co	Shares	6.5KSH	$660.9K
36	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	6.3KSH	$641.9K
37	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.6KSH	$636.4K
38	INDEPENDENT FINANCIAL GROUP, LLC	Shares	6.2KSH	$628.3K
39	INSPIRION WEALTH ADVISORS, LLC	Shares	6.2KSH	$622.8K
40	MISSION WEALTH MANAGEMENT, LP	Shares	5.0KSH	$508.4K
41	ABN AMRO INVESTMENT SOLUTIONS	Shares	5.0KSH	$505.5K
42	ASR Vermogensbeheer N.V.	Shares	4.6KSH	$465.9K
43	Portside Wealth Group, LLC	CALL	4.0KSH	$406.0K
44	CHICAGO TRUST Co NA	Shares	3.8KSH	$389.2K
45	GAMMA Investing LLC	Shares	3.8KSH	$384.0K
46	Crossmark Global Holdings, Inc.	Shares	3.7KSH	$377.5K
47	Sequoia Financial Advisors, LLC	Shares	3.6KSH	$367.2K
48	Total Clarity Wealth Management, Inc.	Shares	3.6KSH	$361.2K
49	Apollon Wealth Management, LLC	Shares	3.5KSH	$354.2K
50	Canada Post Corp Registered Pension Plan	Shares	3.4KSH	$345.1K

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

50 / 143 loaded

#		Instrument
1	Tema ETFs LLC added	Shares	+1.5M	+$156.0M	$156.2M
2	Mirae Asset Global Investments Co., Ltd. added	Shares	+700.0K	+$70.6M	$73.8M
3	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+542.6K	+$50.6M	$84.4M
4	Counterpoint Mutual Funds LLC added	Shares	+70.9K	+$7.1M	$8.0M
5	BNC WEALTH MANAGEMENT, LLC added	Shares	+26.3K	+$2.4M	$4.8M
6	JGP Global Gestao de Recursos Ltda. new	Shares	+21.6K	+$2.2M	$2.2M
7	NWAM LLC added	Shares	+24.7K	+$2.2M	$4.6M
8	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+19.5K	+$1.9M	$2.4M
9	DAVENPORT & Co LLC new	Shares	+14.6K	+$1.5M	$1.5M
10	TriaGen Wealth Management LLC new	Shares	+13.7K	+$1.4M	$1.4M
11	Tower View Wealth Management LLC new	Shares	+12.1K	+$1.2M	$1.2M
12	Fideuram Asset Management (Ireland) dac new	Shares	+8.8K	+$983.5K	$983.5K
13	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+9.2K	+$935.4K	$951.4K
14	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+6.5K	+$660.9K	$660.9K
15	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+6.2K	+$628.3K	$628.3K
16	INSPIRION WEALTH ADVISORS, LLC new	Shares	+6.2K	+$622.8K	$622.8K
17	Prospera Financial Services Inc added	Shares	+5.7K	+$523.3K	$965.3K
18	Portside Wealth Group, LLC new	CALL	+4.0K	+$406.0K	$406.0K
19	Sequoia Financial Advisors, LLC new	Shares	+3.6K	+$367.2K	$367.2K
20	Total Clarity Wealth Management, Inc. new	Shares	+3.6K	+$361.2K	$361.2K
21	Secure Asset Management, LLC new	Shares	+2.4K	+$246.0K	$246.0K
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.6K	+$245.0K	$636.4K
23	Sage Capital Management, LLC new	Shares	+2.2K	+$225.1K	$225.1K
24	Brookstone Capital Management new	Shares	+2.0K	+$206.1K	$206.1K
25	Trust Asset Management LLC new	Shares	+1.5K	+$201.4K	$201.4K
26	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.6K	+$105.0K	$508.4K
27	AdvisorNet Financial, Inc added	Shares	+483	+$46.2K	$67.4K
28	Portside Wealth Group, LLC new	Shares	+398	+$40.4K	$40.4K
29	Lancaster Investment Management new	Shares	+393.0K	+$39.9K	$39.9K
30	IFP Advisors, Inc added	Shares	+418	+$34.9K	$91.8K
31	Spire Wealth Management new	Shares	+258	+$26.2K	$26.2K
32	CoreCap Advisors, LLC added	Shares	+269	+$23.3K	$53.7K
33	Bank & Trust Co new	Shares	+212	+$21.5K	$21.5K
34	SIGNATUREFD, LLC added	Shares	+525	+$21.2K	$262.8K
35	LRI Investments, LLC added	Shares	+230	+$20.6K	$41.0K
36	SOA Wealth Advisors, LLC. added	Shares	+208	+$16.5K	$51.0K
37	Hilltop National Bank new	Shares	+153	+$15.5K	$15.5K
38	E Fund Management (Hong Kong) Co., Ltd. new	Shares	+63	+$6.4K	$6.4K
39	Atlatl Advisers LLC new	Shares	+62	+$6.3K	$6.3K
40	LANARK FINANCIAL, INC. new	Shares	+43	+$4.4K	$4.4K
41	Investors Research Corp added	Shares	+38	+$3.5K	$5.9K
42	Financial Management Professionals, Inc. new	Shares	+34	+$3.5K	$3.5K
43	Hughes Financial Services, LLC added	Shares	+32	+$3.2K	$3.6K
44	HHM Wealth Advisors, LLC new	Shares	+25	+$2.5K	$2.5K
45	AMERICAN NATIONAL BANK & TRUST new	Shares	+20	+$2.0K	$2.0K
46	Westwind Capital new	Shares	+14.4K	+$1.5K	$1.5K
47	Bangor Savings Bank new	Shares	+10	+$1.0K	$1.0K
48	Blue Trust, Inc. added	Shares	+9	+$888	$1.0K
49	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+8	+$737	$1.2K
50	Rye Brook Capital LLC added	Shares	+7.1K	+$516	$2.1K

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