Filing Research | ERIE - ERIE INDTY CO Institutional Holdings

Snapshot holdings

50 / 94 loaded

#		Instrument	quantity
1	Vest Financial, LLC	Shares	191.3KSH	$45.9M
2	CWA Asset Management Group, LLC	Shares	91.1KSH	$21.8M
3	Columbia Asset Management	Shares	72.6KSH	$17.4M
4	Allegheny Financial Group	Shares	65.6KSH	$15.7M
5	Mirae Asset Global Investments Co., Ltd.	Shares	33.1KSH	$7.9M
6	Fideuram Asset Management (Ireland) dac	Shares	30.0KSH	$7.2M
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	22.3KSH	$5.3M
8	Mediolanum International Funds Ltd	Shares	14.0KSH	$3.3M
9	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	8.0KSH	$1.9M
10	Czech National Bank	Shares	7.2KSH	$1.7M
11	Legacy Financial Strategies, LLC	Shares	6.6KSH	$1.6M
12	IFM Investors Pty Ltd	Shares	5.9KSH	$1.4M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.6KSH	$1.3M
14	Apollon Wealth Management, LLC	Shares	4.7KSH	$1.1M
15	Blackhawk Capital Partners, LLC	Shares	4.1KSH	$984.2K
16	PARAGON CAPITAL MANAGEMENT INC	Shares	4.0KSH	$962.6K
17	Bishop & Co Investment Management, LLC	Shares	3.6KSH	$857.6K
18	MFA WEALTH ADVISORS, LLC	Shares	3.4KSH	$819.2K
19	IRON Financial LLC	Shares	3.4KSH	$818.7K
20	Merit Financial Group, LLC	Shares	3.3KSH	$791.5K
21	Drucker Wealth 3.0, LLC	Shares	3.2KSH	$770.9K
22	COURIER CAPITAL LLC	Shares	3.1KSH	$733.1K
23	FIRST UNITED BANK & TRUST	Shares	3.0KSH	$719.3K
24	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	2.9KSH	$698.4K
25	SBI Okasan Asset Management Co.Ltd.	Shares	2.7KSH	$641.3K
26	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.7KSH	$636.3K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.2KSH	$557.5K
28	Global X Japan Co., Ltd.	Shares	2.3KSH	$557.4K
29	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	Shares	2.3KSH	$539.4K
30	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.0KSH	$487.7K
31	GATEWAY INVESTMENT ADVISERS LLC	Shares	1.9KSH	$445.2K
32	Blue Trust, Inc.	Shares	1.9KSH	$445.1K
33	Ballentine Partners, LLC	Shares	1.6KSH	$394.1K
34	MIZUHO SECURITIES USA LLC	Shares	1.5KSH	$386.0K
35	Robeco Institutional Asset Management B.V.	Shares	1.5KSH	$367.1K
36	Swedbank AB	Shares	1.4KSH	$336.1K
37	HARTFORD INVESTMENT MANAGEMENT CO	Shares	1.4KSH	$332.8K
38	Formidable Asset Management, LLC	Shares	1.4KSH	$332.1K
39	Wedmont Private Capital	Shares	1.3KSH	$315.3K
40	Revisor Wealth Management LLC	Shares	1.3KSH	$312.4K
41	Louisiana State Employees Retirement System	Shares	1.3KSH	$311.7K
42	Econ Financial Services Corp	Shares	1.1KSH	$269.0K
43	Significant Wealth Partners LLC	Shares	1.1KSH	$255.6K
44	MITCHELL SINKLER & STARR/PA	Shares	997SH	$239.0K
45	J.W. COLE ADVISORS, INC.	Shares	853SH	$204.6K
46	E. Ohman J:or Asset Management AB	Shares	800SH	$191.8K
47	PensionDanmark Pensionsforsikringsaktieselskab	Shares	740SH	$177.4K
48	SECURIAN ASSET MANAGEMENT, INC	Shares	702SH	$159.6K
49	JFS WEALTH ADVISORS, LLC	Shares	544SH	$130.4K
50	GAMMA Investing LLC	Shares	505SH	$121.1K

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

50 / 99 loaded

#		Instrument
1	CWA Asset Management Group, LLC new	Shares	+91.1K	+$21.8M	$21.8M
2	Fideuram Asset Management (Ireland) dac new	Shares	+30.0K	+$7.2M	$7.2M
3	Mediolanum International Funds Ltd added	Shares	+7.5K	+$1.7M	$3.3M
4	Legacy Financial Strategies, LLC new	Shares	+6.6K	+$1.6M	$1.6M
5	Apollon Wealth Management, LLC new	Shares	+4.7K	+$1.1M	$1.1M
6	Blackhawk Capital Partners, LLC new	Shares	+4.1K	+$984.2K	$984.2K
7	PARAGON CAPITAL MANAGEMENT INC new	Shares	+4.0K	+$962.6K	$962.6K
8	Mirae Asset Global Investments Co., Ltd. added	Shares	+5.1K	+$892.1K	$7.9M
9	Merit Financial Group, LLC added	Shares	+2.4K	+$565.2K	$791.5K
10	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+2.0K	+$487.7K	$487.7K
11	Wedmont Private Capital new	Shares	+1.3K	+$315.3K	$315.3K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+903	+$230.4K	$557.5K
13	Drucker Wealth 3.0, LLC added	Shares	+639	+$123.4K	$770.9K
14	IFM Investors Pty Ltd added	Shares	+645	+$93.6K	$1.4M
15	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+470	+$87.4K	$636.3K
16	Tema ETFs LLC added	Shares	+327	+$77.2K	$104.1K
17	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+320	+$59.0K	$445.2K
18	Revisor Wealth Management LLC added	Shares	+294	+$58.9K	$312.4K
19	Ballentine Partners, LLC added	Shares	+250	+$43.8K	$394.1K
20	IRON Financial LLC added	Shares	+292	+$33.9K	$818.7K
21	SIGNATUREFD, LLC added	Shares	+146	+$32.8K	$80.6K
22	HORIZON FINANCIAL SERVICES, LLC added	Shares	+104	+$24.0K	$43.4K
23	Versant Capital Management, Inc added	Shares	+98	+$23.0K	$33.6K
24	Blue Trust, Inc. added	Shares	+167	+$20.4K	$445.1K
25	MassMutual Private Wealth & Trust, FSB added	Shares	+85	+$20.3K	$21.8K
26	Global X Japan Co., Ltd. added	Shares	+177	+$17.6K	$557.4K
27	CoreCap Advisors, LLC added	Shares	+73	+$17.5K	$18.0K
28	Farther Finance Advisors, LLC added	Shares	+74	+$17.1K	$35.5K
29	ELEVATION WEALTH PARTNERS, LLC new	Shares	+36	+$8.6K	$8.6K
30	SJS Investment Consulting Inc. added	Shares	+36	+$8.5K	$10.8K
31	Aspect Partners, LLC added	Shares	+30	+$7.1K	$8.6K
32	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+27	+$6.5K	$6.5K
33	Sachetta, LLC new	Shares	+14	+$3.4K	$3.4K
34	Princeton Global Asset Management LLC new	Shares	+13	+$3.1K	$3.1K
35	True Wealth Design, LLC added	Shares	+9	+$2.1K	$2.6K
36	TFC Financial Management, Inc. new	Shares	+5	+$1.2K	$1.2K
37	Physician Wealth Advisors, Inc. added	Shares	+4	+$925	$1.7K
38	1015 Capital Partners, LLC new	Shares	+3	+$719	$719
39	Bogart Wealth, LLC new	Shares	+3	+$719	$719
40	AdvisorNet Financial, Inc new	Shares	+2	+$480	$480
41	Creative Capital Management Investments LLC new	Shares	+2	+$480	$480
42	Crewe Advisors LLC new	Shares	+2	+$480	$480
43	LRI Investments, LLC new	Shares	+1	+$240	$240
44	Quaker Wealth Management, LLC added	Shares	+1	+$217	$720
45	CX Institutional added	Shares	+419	+$94	$231
46	Capital Advisors, Ltd. LLC added	Shares	+49	+$11	$12
47	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$386.0K
48	WestEnd Advisors, LLC unchanged	Shares	0	-$11	$240
49	State of Alaska, Department of Revenue trimmed	Shares	-40	-$39	$596
50	AMALGAMATED BANK trimmed	Shares	-57	-$53	$798

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