Filing Research | EMBC - EMBECTA CORP Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	CWA Asset Management Group, LLC	Shares	374.9KSH	$1.2M
2	Curated Wealth Partners LLC	Shares	3.0KSH	$714.5K
3	Y-Intercept (Hong Kong) Ltd	Shares	123.7KSH	$403.3K
4	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	70.7KSH	$230.6K
5	SummerHaven Investment Management, LLC	Shares	67.3KSH	$219.3K
6	Hennion & Walsh Asset Management, Inc.	Shares	19.6KSH	$63.7K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.4KSH	$59.6K
8	Police & Firemen's Retirement System of New Jersey	Shares	16.1KSH	$52.6K
9	SBI Securities Co., Ltd.	Shares	6.3KSH	$20.6K
10	GAMMA Investing LLC	Shares	5.4KSH	$17.6K
11	MassMutual Private Wealth & Trust, FSB	Shares	1.7KSH	$5.5K
12	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$4.8K
13	Farther Finance Advisors, LLC	Shares	1.5KSH	$4.8K
14	ATWOOD & PALMER INC	Shares	1.0KSH	$3.4K
15	IFP Advisors, Inc	Shares	578SH	$1.9K
16	Fortitude Family Office, LLC	Shares	478SH	$1.6K
17	GHP Investment Advisors, Inc.	Shares	428SH	$1.4K
18	Spire Wealth Management	Shares	404SH	$1.3K
19	HM PAYSON & CO	Shares	231SH	$754
20	WEBSTER BANK, N. A.	Shares	206SH	$672
21	EASTERN BANK	Shares	188SH	$613
22	Bogart Wealth, LLC	Shares	161SH	$525
23	Physician Wealth Advisors, Inc.	Shares	154SH	$503
24	Sachetta, LLC	Shares	104SH	$340
25	CoreCap Advisors, LLC	Shares	103SH	$336
26	SOUTHERN MICHIGAN BANK & TRUST	Shares	73SH	$238
27	JFS WEALTH ADVISORS, LLC	Shares	69SH	$225
28	Princeton Global Asset Management LLC	Shares	60SH	$196
29	Allied Private Wealth LLC	Shares	53SH	$170
30	JNBA Financial Advisors	Shares	49SH	$160
31	ST GERMAIN D J CO INC	Shares	48SH	$156
32	Bangor Savings Bank	Shares	47SH	$153
33	Oakworth Capital, Inc.	Shares	46SH	$150
34	SIGNATUREFD, LLC	Shares	42SH	$138
35	Main Street Group, LTD	Shares	32SH	$104
36	CGC Financial Services, LLC	Shares	28SH	$91
37	DiNuzzo Private Wealth, Inc.	Shares	22SH	$72
38	BROADWATER CAPITAL MANAGEMENT LLC	Shares	20SH	$65
39	Hilltop National Bank	Shares	20SH	$65
40	Atlantic Edge Private Wealth Management, LLC	Shares	18SH	$59
41	Key FInancial Inc	Shares	18SH	$59
42	VSM Wealth Advisory, LLC	Shares	18SH	$59
43	LOUISBOURG INVESTMENTS INC.	Shares	17SH	$55
44	FARMERS & MERCHANTS INVESTMENTS INC	Shares	16SH	$52
45	Moisand Fitzgerald Tamayo, LLC	Shares	15SH	$49
46	First Pacific Financial	Shares	14SH	$45
47	Center for Financial Planning, Inc.	Shares	13SH	$43
48	HARBOR INVESTMENT ADVISORY, LLC	Shares	12SH	$39
49	Intesa Sanpaolo Wealth Management	Shares	10SH	$32
50	Piscataqua Savings Bank	Shares	10SH	$32

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

50 / 89 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+3.0K	+$714.5K	$714.5K
2	CAISSE DES DEPOTS ET CONSIGNATIONS new	Shares	+70.7K	+$230.6K	$230.6K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+18.4K	+$59.6K	$59.6K
4	GAMMA Investing LLC added	Shares	+4.7K	+$11.6K	$17.6K
5	MassMutual Private Wealth & Trust, FSB added	Shares	+1.7K	+$5.5K	$5.5K
6	EverSource Wealth Advisors, LLC added	Shares	+1.2K	+$2.4K	$4.8K
7	Fortitude Family Office, LLC new	Shares	+478	+$1.6K	$1.6K
8	Spire Wealth Management new	Shares	+404	+$1.3K	$1.3K
9	Bogart Wealth, LLC new	Shares	+161	+$525	$525
10	Physician Wealth Advisors, Inc. added	Shares	+151	+$476	$503
11	JFS WEALTH ADVISORS, LLC new	Shares	+69	+$225	$225
12	TSFG, LLC added	Shares	+1.2K	+$3	$4
13	Capital Advisors, Ltd. LLC new	Shares	+41	$0	$0
14	Global Wealth Strategies & Associates exited	Shares	0	-$1	$0
15	Bank of New Hampshire unchanged	Shares	0	-$6	$3
16	Fortis Group Advisors, LLC unchanged	Shares	0	-$6	$3
17	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$6	$3
18	Signature Resources Capital Management, LLC unchanged	Shares	0	-$6	$3
19	Grove Bank & Trust unchanged	Shares	0	-$11	$7
20	PFS Partners, LLC unchanged	Shares	0	-$13	$8
21	FIRST HORIZON CORP unchanged	Shares	0	-$17	$10
22	High Note Wealth, LLC exited	Shares	-2	-$18	$0
23	Trust Co unchanged	Shares	0	-$22	$13
24	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$28	$16
25	ARMSTRONG ADVISORY GROUP, INC trimmed	Shares	-2	-$29	$7
26	SJS Investment Consulting Inc. exited	Shares	-4	-$36	$0
27	Ares Financial Consulting, LLC unchanged	Shares	0	-$39	$23
28	TFC Financial Management, Inc. trimmed	Shares	-1	-$42	$20
29	BARRETT & COMPANY, INC. unchanged	Shares	0	-$45	$26
30	GODSEY & GIBB, INC unchanged	Shares	0	-$50	$30
31	Intesa Sanpaolo Wealth Management unchanged	Shares	0	-$56	$32
32	Piscataqua Savings Bank unchanged	Shares	0	-$56	$32
33	True Wealth Design, LLC exited	Shares	-7	-$62	$0
34	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-3	-$66	$23
35	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$67	$39
36	Center for Financial Planning, Inc. unchanged	Shares	0	-$72	$43
37	First Pacific Financial unchanged	Shares	0	-$75	$45
38	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	-$84	$49
39	LOUISBOURG INVESTMENTS INC. unchanged	Shares	0	-$95	$55
40	Blue Trust, Inc. exited	Shares	-11	-$97	$0
41	Key FInancial Inc unchanged	Shares	0	-$100	$59
42	VSM Wealth Advisory, LLC unchanged	Shares	0	-$100	$59
43	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	-$101	$59
44	Hilltop National Bank unchanged	Shares	0	-$112	$65
45	BARTLETT & CO. WEALTH MANAGEMENT LLC exited	Shares	-13	-$120	$0
46	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$123	$72
47	Darwin Wealth Management, LLC exited	Shares	-16	-$142	$0
48	AMALGAMATED BANK exited	Shares	-17.0K	-$151	$0
49	CGC Financial Services, LLC unchanged	Shares	0	-$157	$91
50	BROADWATER CAPITAL MANAGEMENT LLC unchanged	Shares	0	-$173	$65

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