Filing Research | ENPH - ENPHASE ENERGY INC Institutional Holdings

Snapshot holdings

50 / 101 loaded

#		Instrument	quantity
1	BOURGEON CAPITAL MANAGEMENT LLC	Shares	376.9KSH	$18.6M
2	Swedbank AB	Shares	348.6KSH	$17.2M
3	Pembroke Management, LTD	Shares	345.9KSH	$17.0M
4	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	269.7KSH	$13.3M
5	ARDSLEY ADVISORY PARTNERS LP	Shares	220.0KSH	$10.8M
6	Mediolanum International Funds Ltd	Shares	183.2KSH	$8.9M
7	Fideuram Asset Management (Ireland) dac	Shares	138.0KSH	$5.8M
8	Quintet Private Bank (Europe) S.A.	Shares	111.5KSH	$5.5M
9	Y-Intercept (Hong Kong) Ltd	Shares	71.8KSH	$3.5M
10	Mirae Asset Global Investments Co., Ltd.	Shares	67.5KSH	$3.3M
11	Police & Firemen's Retirement System of New Jersey	Shares	59.2KSH	$2.9M
12	Louisiana State Employees Retirement System	Shares	57.8KSH	$2.8M
13	MARATHON CAPITAL MANAGEMENT	Shares	57.1KSH	$2.8M
14	Assenagon Asset Management S.A.	Shares	55.5KSH	$2.7M
15	REX Advisers, LLC	Shares	38.0KSH	$1.9M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	35.4KSH	$1.7M
17	Bouvel Investment Partners, LLC	Shares	34.1KSH	$1.7M
18	Union Bancaire Privee, UBP SA	Shares	38.7KSH	$1.7M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	31.3KSH	$1.5M
20	Leibman Financial Services, Inc.	Shares	23.9KSH	$1.2M
21	GATEWAY INVESTMENT ADVISERS LLC	Shares	23.3KSH	$1.1M
22	Friedenthal Financial	Shares	22.9KSH	$1.1M
23	Intesa Sanpaolo Wealth Management	Shares	15.8KSH	$778.0K
24	PFG Investments, LLC	Shares	15.4KSH	$756.3K
25	TriaGen Wealth Management LLC	Shares	10.0KSH	$494.3K
26	Sequoia Financial Advisors, LLC	Shares	7.4KSH	$364.3K
27	Prospera Financial Services Inc	Shares	7.1KSH	$348.7K
28	NWAM LLC	Shares	6.3KSH	$312.0K
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.1KSH	$271.4K
30	LVW Advisors, LLC	Shares	5.1KSH	$249.4K
31	Ballentine Partners, LLC	Shares	4.4KSH	$217.1K
32	Crossmark Global Holdings, Inc.	Shares	4.3KSH	$213.6K
33	Bank Pictet & Cie (Europe) AG	Shares	4.3KSH	$212.7K
34	GFG Capital, LLC	Shares	4.2KSH	$208.4K
35	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.2KSH	$206.8K
36	EASTERN BANK	Shares	3.6KSH	$178.5K
37	SBI Securities Co., Ltd.	Shares	3.3KSH	$164.8K
38	REX Advisers, LLC	CALL	76.0KSH	$164.2K
39	GAMMA Investing LLC	Shares	3.3KSH	$160.2K
40	Miller Global Investments, LLC	Shares	3.2KSH	$156.3K
41	Generali Investments CEE, investicni spolecnost, a.s.	Shares	2.3KSH	$113.3K
42	Handelsbanken Fonder AB	Shares	2.1MSH	$104.0K
43	Spire Wealth Management	Shares	1.2KSH	$59.4K
44	Farther Finance Advisors, LLC	Shares	918SH	$45.2K
45	REX Advisers, LLC	PUT	76.0KSH	$33.1K
46	Ritter Daniher Financial Advisory LLC / DE	Shares	640SH	$31.5K
47	Founders Capital Management	Shares	500SH	$24.6K
48	SIGNATUREFD, LLC	Shares	421SH	$20.7K
49	ELEVATION WEALTH PARTNERS, LLC	Shares	338SH	$16.6K
50	MassMutual Private Wealth & Trust, FSB	Shares	319SH	$15.7K

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

50 / 111 loaded

#		Instrument
1	BOURGEON CAPITAL MANAGEMENT LLC added	Shares	+151.4K	+$10.0M	$18.6M
2	ARDSLEY ADVISORY PARTNERS LP added	Shares	+135.0K	+$7.6M	$10.8M
3	Fideuram Asset Management (Ireland) dac added	Shares	+136.0K	+$5.7M	$5.8M
4	Pembroke Management, LTD added	Shares	+43.1K	+$5.6M	$17.0M
5	Swedbank AB added	Shares	+17.3K	+$4.6M	$17.2M
6	Y-Intercept (Hong Kong) Ltd new	Shares	+71.8K	+$3.5M	$3.5M
7	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. trimmed	Shares	-16.5K	+$2.5M	$13.3M
8	REX Advisers, LLC new	Shares	+38.0K	+$1.9M	$1.9M
9	Assenagon Asset Management S.A. added	Shares	+28.1K	+$1.7M	$2.7M
10	Union Bancaire Privee, UBP SA new	Shares	+38.7K	+$1.7M	$1.7M
11	Mirae Asset Global Investments Co., Ltd. added	Shares	+15.0K	+$1.3M	$3.3M
12	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+23.3K	+$1.1M	$1.1M
13	Friedenthal Financial new	Shares	+22.9K	+$1.1M	$1.1M
14	Quintet Private Bank (Europe) S.A. trimmed	Shares	-8.2K	+$963.3K	$5.5M
15	Police & Firemen's Retirement System of New Jersey added	Shares	+3.9K	+$822.8K	$2.9M
16	Intesa Sanpaolo Wealth Management new	Shares	+15.8K	+$778.0K	$778.0K
17	Louisiana State Employees Retirement System trimmed	Shares	-200	+$653.1K	$2.8M
18	MARATHON CAPITAL MANAGEMENT trimmed	Shares	-240	+$643.9K	$2.8M
19	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+81	+$407.6K	$1.7M
20	Bouvel Investment Partners, LLC trimmed	Shares	-43	+$388.7K	$1.7M
21	Sequoia Financial Advisors, LLC new	Shares	+7.4K	+$364.3K	$364.3K
22	Prospera Financial Services Inc new	Shares	+7.1K	+$348.7K	$348.7K
23	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.1K	+$315.4K	$1.5M
24	NWAM LLC new	Shares	+6.3K	+$312.0K	$312.0K
25	PFG Investments, LLC added	Shares	+2.9K	+$286.5K	$756.3K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+6.1K	+$271.4K	$271.4K
27	LVW Advisors, LLC new	Shares	+5.1K	+$249.4K	$249.4K
28	Crossmark Global Holdings, Inc. new	Shares	+4.3K	+$213.6K	$213.6K
29	Bank Pictet & Cie (Europe) AG new	Shares	+4.3K	+$212.7K	$212.7K
30	GFG Capital, LLC new	Shares	+4.2K	+$208.4K	$208.4K
31	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+4.2K	+$206.8K	$206.8K
32	REX Advisers, LLC new	CALL	+76.0K	+$164.2K	$164.2K
33	Handelsbanken Fonder AB added	Shares	+1.3M	+$72.6K	$104.0K
34	SBI Securities Co., Ltd. added	Shares	+112	+$42.5K	$164.8K
35	EASTERN BANK unchanged	Shares	0	+$41.4K	$178.5K
36	Miller Global Investments, LLC unchanged	Shares	0	+$36.3K	$156.3K
37	REX Advisers, LLC new	PUT	+76.0K	+$33.1K	$33.1K
38	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	+$26.3K	$113.3K
39	Farther Finance Advisors, LLC added	Shares	+247	+$19.5K	$45.2K
40	TriaGen Wealth Management LLC trimmed	Shares	-2.6K	+$17.8K	$494.3K
41	Spire Wealth Management added	Shares	+7	+$14.1K	$59.4K
42	GAMMA Investing LLC trimmed	Shares	-632	+$13.3K	$160.2K
43	Founders Capital Management added	Shares	+100	+$9.5K	$24.6K
44	MassMutual Private Wealth & Trust, FSB added	Shares	+145	+$9.1K	$15.7K
45	Premier Fund Managers Ltd new	Shares	+180.0K	+$8.7K	$8.7K
46	Financial Management Professionals, Inc. new	Shares	+158	+$7.8K	$7.8K
47	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$7.3K	$31.5K
48	ELEVATION WEALTH PARTNERS, LLC added	Shares	+38	+$5.3K	$16.6K
49	EverSource Wealth Advisors, LLC added	Shares	+41	+$5.1K	$15.3K
50	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$3.4K	$14.7K

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