Filing Research | ENS - ENERSYS Institutional Holdings

Snapshot holdings

50 / 101 loaded

#		Instrument	quantity
1	Tributary Capital Management, LLC	Shares	97.2KSH	$22.7M
2	Carmel Capital Management L.L.C.	Shares	73.8KSH	$17.2M
3	Vest Financial, LLC	Shares	49.0KSH	$11.5M
4	Skylands Capital, LLC	Shares	44.4KSH	$10.4M
5	MOODY ALDRICH PARTNERS LLC	Shares	24.0KSH	$5.6M
6	CWA Asset Management Group, LLC	Shares	22.5KSH	$5.3M
7	QRG CAPITAL MANAGEMENT, INC.	Shares	18.6KSH	$4.3M
8	Arlington Capital Management, Inc.	Shares	18.5KSH	$4.3M
9	ABLE Financial Group, LLC	Shares	16.9KSH	$3.9M
10	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	15.9KSH	$3.7M
11	Cardinal Capital Management	Shares	14.0KSH	$3.3M
12	Robeco Institutional Asset Management B.V.	Shares	12.4KSH	$2.9M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.3KSH	$2.8M
14	Police & Firemen's Retirement System of New Jersey	Shares	11.0KSH	$2.6M
15	Louisiana State Employees Retirement System	Shares	10.8KSH	$2.5M
16	COOKSON PEIRCE & CO INC	Shares	9.9KSH	$2.3M
17	Y-Intercept (Hong Kong) Ltd	Shares	9.0KSH	$2.1M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.8KSH	$2.1M
19	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	8.7KSH	$2.0M
20	MOODY NATIONAL BANK TRUST DIVISION	Shares	6.2KSH	$1.5M
21	Diversified Trust Co	Shares	5.8KSH	$1.3M
22	Sequoia Financial Advisors, LLC	Shares	5.7KSH	$1.3M
23	Bright Futures Wealth Management, LLC.	Shares	4.0KSH	$925.2K
24	Sivia Capital Partners, LLC	Shares	4.0KSH	$924.1K
25	Uncommon Cents Investing LLC	Shares	3.8KSH	$882.7K
26	Fortune Financial Advisors, LLC	Shares	3.6KSH	$841.8K
27	Net Worth Advisory Group	Shares	3.4KSH	$786.2K
28	Merit Financial Group, LLC	Shares	3.3KSH	$781.2K
29	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.2KSH	$756.9K
30	GATEWAY INVESTMENT ADVISERS LLC	Shares	2.9KSH	$676.0K
31	Mirae Asset Global Investments Co., Ltd.	Shares	2.7KSH	$638.8K
32	Ifrah Financial Services, Inc.	Shares	2.5KSH	$582.8K
33	MISSION WEALTH MANAGEMENT, LP	Shares	2.3KSH	$544.8K
34	First National Advisers, LLC	Shares	2.3KSH	$533.6K
35	SECURIAN ASSET MANAGEMENT, INC	Shares	2.7KSH	$531.9K
36	GAMMA Investing LLC	Shares	2.2KSH	$507.2K
37	Abel Hall, LLC	Shares	2.1KSH	$502.0K
38	Envestnet Portfolio Solutions, Inc.	Shares	1.9KSH	$435.8K
39	Trust Point Inc.	Shares	1.7KSH	$397.5K
40	PFG Investments, LLC	Shares	1.6KSH	$384.5K
41	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	1.6KSH	$375.5K
42	Apollon Wealth Management, LLC	Shares	1.5KSH	$356.6K
43	NorthCrest Asset Manangement, LLC	Shares	1.6KSH	$335.4K
44	Fifth Third Wealth Advisors LLC	Shares	1.4KSH	$325.7K
45	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.4KSH	$317.3K
46	Crossmark Global Holdings, Inc.	Shares	1.3KSH	$301.2K
47	Pacific Excel Wealth Advisors, Inc.	Shares	1.1KSH	$267.3K
48	Triangle Securities Wealth Management	Shares	1.1KSH	$261.6K
49	Palouse Capital Management, Inc.	Shares	1.1KSH	$259.0K
50	OLD NATIONAL BANCORP /IN/	Shares	1.0KSH	$242.7K

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

50 / 108 loaded

#		Instrument
1	MOODY ALDRICH PARTNERS LLC new	Shares	+24.0K	+$5.6M	$5.6M
2	Tributary Capital Management, LLC trimmed	Shares	-3.6K	+$5.2M	$22.7M
3	Carmel Capital Management L.L.C. added	Shares	+95	+$4.4M	$17.2M
4	Arlington Capital Management, Inc. new	Shares	+18.5K	+$4.3M	$4.3M
5	CWA Asset Management Group, LLC added	Shares	+6.5K	+$2.5M	$5.3M
6	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.8K	+$1.6M	$4.3M
7	Skylands Capital, LLC trimmed	Shares	-6.8K	+$1.5M	$10.4M
8	Robeco Institutional Asset Management B.V. added	Shares	+3.3K	+$1.3M	$2.9M
9	ABLE Financial Group, LLC added	Shares	+1.5K	+$1.3M	$3.9M
10	Cardinal Capital Management added	Shares	+2.1K	+$1.2M	$3.3M
11	Vest Financial, LLC trimmed	Shares	-10.1K	+$1.2M	$11.5M
12	Y-Intercept (Hong Kong) Ltd added	Shares	+2.3K	+$929.6K	$2.1M
13	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-676	+$841.2K	$3.7M
14	Police & Firemen's Retirement System of New Jersey added	Shares	+902	+$816.9K	$2.6M
15	COOKSON PEIRCE & CO INC added	Shares	+987	+$768.9K	$2.3M
16	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+2.9K	+$676.0K	$676.0K
17	Louisiana State Employees Retirement System added	Shares	+100	+$666.5K	$2.5M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.1K	+$560.2K	$2.8M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-411	+$458.8K	$2.1M
20	Sequoia Financial Advisors, LLC added	Shares	+513	+$433.5K	$1.3M
21	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-643	+$408.3K	$2.0M
22	Diversified Trust Co added	Shares	+201	+$380.7K	$1.3M
23	HIGHLAND CAPITAL MANAGEMENT, LLC new	Shares	+1.6K	+$375.5K	$375.5K
24	Apollon Wealth Management, LLC new	Shares	+1.5K	+$356.6K	$356.6K
25	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+621	+$302.4K	$756.9K
26	Ifrah Financial Services, Inc. added	Shares	+802	+$289.2K	$582.8K
27	Pacific Excel Wealth Advisors, Inc. new	Shares	+1.1K	+$267.3K	$267.3K
28	OLD NATIONAL BANCORP /IN/ new	Shares	+1.0K	+$242.7K	$242.7K
29	Sivia Capital Partners, LLC unchanged	Shares	0	+$237.5K	$924.1K
30	Merit Financial Group, LLC added	Shares	+202	+$235.9K	$781.2K
31	Uncommon Cents Investing LLC unchanged	Shares	0	+$226.9K	$882.7K
32	Brucke Financial, Inc. new	Shares	+949	+$221.9K	$221.9K
33	Fortune Financial Advisors, LLC unchanged	Shares	0	+$216.4K	$841.8K
34	LVW Advisors, LLC new	Shares	+865	+$202.3K	$202.3K
35	Tactive Advisors, LLC new	Shares	+865	+$202.3K	$202.3K
36	MISSION WEALTH MANAGEMENT, LP added	Shares	+322	+$196.0K	$544.8K
37	GAMMA Investing LLC added	Shares	+330	+$187.7K	$507.2K
38	Net Worth Advisory Group trimmed	Shares	-165	+$173.5K	$786.2K
39	Envestnet Portfolio Solutions, Inc. added	Shares	+241	+$153.9K	$435.8K
40	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-170	+$134.7K	$638.8K
41	Abel Hall, LLC added	Shares	+1	+$129.2K	$502.0K
42	MeadowBrook Investment Advisors LLC new	Shares	+521	+$121.8K	$121.8K
43	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+209	+$117.9K	$317.3K
44	Fifth Third Wealth Advisors LLC added	Shares	+32	+$89.3K	$325.7K
45	Crossmark Global Holdings, Inc. added	Shares	+36	+$83.7K	$301.2K
46	NorthCrest Asset Manangement, LLC added	Shares	+140	+$71.9K	$335.4K
47	Farther Finance Advisors, LLC added	Shares	+150	+$71.2K	$186.8K
48	LANARK FINANCIAL, INC. added	Shares	+246	+$65.2K	$87.4K
49	PFG Investments, LLC trimmed	Shares	-196	+$64.8K	$384.5K
50	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$61.8K	$531.9K

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