Filing Research | EPAC - ENERPAC TOOL GROUP CORP Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	95.2KSH	$3.4M
2	MOODY ALDRICH PARTNERS LLC	Shares	86.4KSH	$3.1M
3	Diversified Trust Co	Shares	23.1KSH	$830.2K
4	Louisiana State Employees Retirement System	Shares	22.6KSH	$810.4K
5	EASTERLY INVESTMENT PARTNERS LLC	Shares	19.8KSH	$710.5K
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	18.8KSH	$675.7K
7	MOODY NATIONAL BANK TRUST DIVISION	Shares	17.2KSH	$617.2K
8	Police & Firemen's Retirement System of New Jersey	Shares	15.0KSH	$538.3K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.9KSH	$497.8K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.2KSH	$438.3K
11	Counterpoint Mutual Funds LLC	Shares	9.1KSH	$326.3K
12	Central Pacific Bank - Trust Division	Shares	8.5KSH	$304.7K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.5KSH	$264.0K
14	GAMMA Investing LLC	Shares	896SH	$32.1K
15	ARMSTRONG ADVISORY GROUP, INC	Shares	530SH	$19.0K
16	Farther Finance Advisors, LLC	Shares	243SH	$8.7K
17	WOLFF WIESE MAGANA LLC	Shares	178SH	$6.4K
18	Versant Capital Management, Inc	Shares	141SH	$5.1K
19	Cedar Mountain Advisors, LLC	Shares	110SH	$3.9K
20	Ritter Daniher Financial Advisory LLC / DE	Shares	98SH	$3.5K
21	True Wealth Design, LLC	Shares	91SH	$3.3K
22	EverSource Wealth Advisors, LLC	Shares	85SH	$3.0K
23	MassMutual Private Wealth & Trust, FSB	Shares	74SH	$2.7K
24	SJS Investment Consulting Inc.	Shares	70SH	$2.5K
25	SIGNATUREFD, LLC	Shares	61SH	$2.2K
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	44.4KSH	$1.6K
27	FARMERS & MERCHANTS INVESTMENTS INC	Shares	33SH	$1.2K
28	CoreCap Advisors, LLC	Shares	29SH	$1.0K
29	Aventura Private Wealth, LLC	Shares	24SH	$861
30	State of Alaska, Department of Revenue	Shares	20.5KSH	$733
31	Handelsbanken Fonder AB	Shares	17.6KSH	$630
32	Torren Management, LLC	Shares	15SH	$539
33	AMALGAMATED BANK	Shares	13.9KSH	$497
34	JFS WEALTH ADVISORS, LLC	Shares	10SH	$359
35	Physician Wealth Advisors, Inc.	Shares	10SH	$359
36	GILPIN WEALTH MANAGEMENT, LLC	Shares	7SH	$252
37	Davis Capital Management	Shares	3SH	$108

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

44 / 44 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+95.2K	+$3.4M	$3.4M
2	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+19.8K	+$710.5K	$710.5K
3	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+18.8K	+$675.7K	$675.7K
4	Counterpoint Mutual Funds LLC new	Shares	+9.1K	+$326.3K	$326.3K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+7.5K	+$264.0K	$264.0K
6	Diversified Trust Co added	Shares	+1.4K	+$36.9K	$830.2K
7	Central Pacific Bank - Trust Division added	Shares	+805	+$24.2K	$304.7K
8	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+440	+$5.5K	$617.2K
9	True Wealth Design, LLC new	Shares	+91	+$3.3K	$3.3K
10	SJS Investment Consulting Inc. new	Shares	+70	+$2.5K	$2.5K
11	EverSource Wealth Advisors, LLC added	Shares	+50	+$1.8K	$3.0K
12	Versant Capital Management, Inc added	Shares	+34	+$1.2K	$5.1K
13	Farther Finance Advisors, LLC added	Shares	+33	+$1.1K	$8.7K
14	CoreCap Advisors, LLC new	Shares	+29	+$1.0K	$1.0K
15	JFS WEALTH ADVISORS, LLC new	Shares	+10	+$359	$359
16	Physician Wealth Advisors, Inc. new	Shares	+10	+$359	$359
17	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+5.8K	+$184	$1.6K
18	Davis Capital Management new	Shares	+3	+$108	$108
19	Premier Fund Managers Ltd exited	Shares	-197	-$7	$0
20	Torren Management, LLC unchanged	Shares	0	-$9	$539
21	Handelsbanken Fonder AB unchanged	Shares	0	-$11	$630
22	Aventura Private Wealth, LLC unchanged	Shares	0	-$14	$861
23	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$21	$1.2K
24	SIGNATUREFD, LLC unchanged	Shares	0	-$38	$2.2K
25	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$45	$2.7K
26	AMALGAMATED BANK trimmed	Shares	-1.3K	-$58	$497
27	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-4	-$150	$252
28	Cedar Mountain Advisors, LLC trimmed	Shares	-4	-$213	$3.9K
29	WOLFF WIESE MAGANA LLC trimmed	Shares	-5	-$291	$6.4K
30	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$324	$19.0K
31	State of Alaska, Department of Revenue trimmed	Shares	-9.1K	-$344	$733
32	Ritter Daniher Financial Advisory LLC / DE trimmed	Shares	-32	-$1.2K	$3.5K
33	Richardson Capital Management LLC exited	Shares	-40	-$1.5K	$0
34	LRI Investments, LLC exited	Shares	-86	-$3.1K	$0
35	Blue Trust, Inc. exited	Shares	-176	-$6.4K	$0
36	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$9.2K	$538.3K
37	GAMMA Investing LLC trimmed	Shares	-259	-$10.0K	$32.1K
38	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-327	-$20.4K	$497.8K
39	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-828	-$37.7K	$438.3K
40	Louisiana State Employees Retirement System trimmed	Shares	-800	-$43.0K	$810.4K
41	AdvisorNet Financial, Inc exited	Shares	-3.1K	-$114.9K	$0
42	Gallacher Capital Management LLC exited	Shares	-5.9K	-$214.9K	$0
43	Portside Wealth Group, LLC exited	Shares	-6.5K	-$238.7K	$0
44	MOODY ALDRICH PARTNERS LLC trimmed	Shares	-23.4K	-$905.9K	$3.1M