Filing Research | EPAM - EPAM SYS INC Institutional Holdings

Snapshot holdings

50 / 79 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	292.5KSH	$23.2M
2	Amanah Holdings Trust	Shares	110.0KSH	$8.7M
3	NORRIS PERNE & FRENCH LLP/MI	Shares	90.9KSH	$7.2M
4	Y-Intercept (Hong Kong) Ltd	Shares	39.3KSH	$3.1M
5	Oak Thistle LLC	Shares	30.7KSH	$2.4M
6	Robeco Institutional Asset Management B.V.	Shares	26.9KSH	$2.1M
7	PensionDanmark Pensionsforsikringsaktieselskab	Shares	23.7KSH	$1.9M
8	Police & Firemen's Retirement System of New Jersey	Shares	23.1KSH	$1.8M
9	Louisiana State Employees Retirement System	Shares	22.9KSH	$1.8M
10	Merit Financial Group, LLC	Shares	17.8KSH	$1.4M
11	Portside Wealth Group, LLC	Shares	16.9KSH	$1.3M
12	Taylor Frigon Capital Management LLC	Shares	15.2KSH	$1.2M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	14.7KSH	$1.2M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.4KSH	$983.1K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.3KSH	$699.5K
16	Linden Thomas Advisory Services, LLC	Shares	6.6KSH	$524.6K
17	MIZUHO SECURITIES USA LLC	Shares	3.3KSH	$452.2K
18	TRUST CO OF TOLEDO NA /OH/	Shares	5.4KSH	$428.7K
19	Aaron Wealth Advisors LLC	Shares	5.4KSH	$427.5K
20	Byrne Asset Management LLC	Shares	5.2KSH	$413.8K
21	GHP Investment Advisors, Inc.	Shares	4.9KSH	$388.9K
22	Sequoia Financial Advisors, LLC	Shares	4.7KSH	$371.2K
23	Trust Asset Management LLC	Shares	631SH	$340.6K
24	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	3.7KSH	$292.7K
25	Counterpoint Mutual Funds LLC	Shares	3.5KSH	$277.0K
26	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	3.3KSH	$259.5K
27	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	Shares	2.9KSH	$226.1K
28	GK Wealth Management LLC	Shares	2.7KSH	$217.5K
29	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.6KSH	$205.4K
30	Canada Post Corp Registered Pension Plan	Shares	1.7KSH	$137.1K
31	Versant Capital Management, Inc	Shares	1.4KSH	$113.0K
32	GAMMA Investing LLC	Shares	1.3KSH	$105.1K
33	IFP Advisors, Inc	Shares	700SH	$55.5K
34	SJS Investment Consulting Inc.	Shares	572SH	$45.4K
35	Mirae Asset Global Investments Co., Ltd.	Shares	511SH	$40.5K
36	SIGNATUREFD, LLC	Shares	479SH	$38.0K
37	SBI Securities Co., Ltd.	Shares	366SH	$29.0K
38	Union Bancaire Privee, UBP SA	Shares	368SH	$26.8K
39	Farther Finance Advisors, LLC	Shares	275SH	$21.8K
40	Princeton Global Asset Management LLC	Shares	262SH	$20.8K
41	ELEVATION WEALTH PARTNERS, LLC	Shares	254SH	$20.2K
42	EverSource Wealth Advisors, LLC	Shares	205SH	$16.3K
43	ENTRUST FINANCIAL LLC	Shares	203SH	$16.1K
44	Financial Management Professionals, Inc.	Shares	182SH	$14.4K
45	Steigerwald, Gordon & Koch Inc.	Shares	150SH	$11.9K
46	SALEM INVESTMENT COUNSELORS INC	Shares	137SH	$10.9K
47	LANARK FINANCIAL, INC.	Shares	125SH	$9.9K
48	Spire Wealth Management	Shares	121SH	$9.6K
49	HIGHLINE WEALTH PARTNERS LLC	Shares	117SH	$9.3K
50	True Wealth Design, LLC	Shares	117SH	$9.3K

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

50 / 111 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+274.9K	+$20.8M	$23.2M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+39.3K	+$3.1M	$3.1M
3	Oak Thistle LLC added	Shares	+29.0K	+$2.2M	$2.4M
4	Louisiana State Employees Retirement System added	Shares	+20.1K	+$1.4M	$1.8M
5	Sequoia Financial Advisors, LLC new	Shares	+4.7K	+$371.2K	$371.2K
6	Trust Asset Management LLC new	Shares	+631	+$340.6K	$340.6K
7	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+8.3K	+$304.4K	$1.2M
8	Counterpoint Mutual Funds LLC new	Shares	+3.5K	+$277.0K	$277.0K
9	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+3.3K	+$259.5K	$259.5K
10	GK Wealth Management LLC new	Shares	+2.7K	+$217.5K	$217.5K
11	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+2.6K	+$205.4K	$205.4K
12	Aaron Wealth Advisors LLC added	Shares	+3.4K	+$161.2K	$427.5K
13	Versant Capital Management, Inc added	Shares	+915	+$44.1K	$113.0K
14	SJS Investment Consulting Inc. added	Shares	+502	+$35.9K	$45.4K
15	SIGNATUREFD, LLC added	Shares	+438	+$32.5K	$38.0K
16	Union Bancaire Privee, UBP SA new	Shares	+368	+$26.8K	$26.8K
17	ELEVATION WEALTH PARTNERS, LLC added	Shares	+245	+$18.9K	$20.2K
18	Bogart Wealth, LLC added	Shares	+89	+$6.6K	$7.7K
19	GoalVest Advisory LLC new	Shares	+19	+$1.5K	$1.5K
20	Marquette Asset Management, LLC new	Shares	+18	+$1.4K	$1.4K
21	Activest Wealth Management new	Shares	+12	+$952	$952
22	HIGHLINE WEALTH PARTNERS LLC added	Shares	+54	+$754	$9.3K
23	State of Alaska, Department of Revenue added	Shares	+11.7K	+$624	$1.4K
24	Creative Capital Management Investments LLC new	Shares	+7	+$555	$555
25	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+5	+$397	$397
26	Davis Capital Management new	Shares	+3	+$238	$238
27	Provenance Wealth Advisors, LLC new	Shares	+3	+$238	$238
28	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$452.2K
29	Capital Advisors, Ltd. LLC exited	Shares	-11	-$1	$0
30	CX Institutional trimmed	Shares	-437	-$69	$14
31	AdvisorNet Financial, Inc exited	Shares	-1	-$135	$0
32	WestEnd Advisors, LLC exited	Shares	-1	-$135	$0
33	AMALGAMATED BANK added	Shares	+4.9K	-$170	$1.2K
34	EASTERN BANK unchanged	Shares	0	-$225	$317
35	DiNuzzo Private Wealth, Inc. trimmed	Shares	-1	-$248	$159
36	PARK AVENUE SECURITIES LLC exited	Shares	-1.9K	-$260	$0
37	TopTier Wealth Management, LLC exited	Shares	-2	-$271	$0
38	Vermillion Wealth Management, Inc. exited	Shares	-2	-$271	$0
39	FIRST HORIZON CORP exited	Shares	-3	-$406	$0
40	Hughes Financial Services, LLC trimmed	Shares	-3	-$463	$79
41	1015 Capital Partners, LLC exited	Shares	-4	-$542	$0
42	Portus Wealth Advisors, LLC exited	Shares	-7	-$948	$0
43	Handelsbanken Fonder AB unchanged	Shares	0	-$969	$1.4K
44	Grove Bank & Trust exited	Shares	-8	-$1.1K	$0
45	LRI Investments, LLC trimmed	Shares	-9	-$1.3K	$79
46	Fortitude Family Office, LLC trimmed	Shares	-8	-$1.3K	$317
47	Physician Wealth Advisors, Inc. trimmed	Shares	-8	-$1.5K	$556
48	Sachetta, LLC exited	Shares	-17	-$2.3K	$0
49	JFS WEALTH ADVISORS, LLC trimmed	Shares	-1	-$2.3K	$3.1K
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+4.2K	-$2.3K	$4.1K

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