Filing Research | ESI - ELEMENT SOLUTIONS INC Institutional Holdings

Snapshot holdings

50 / 85 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	1.7MSH	$82.5M
2	Artemis Investment Management LLP	Shares	1.1MSH	$54.8M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	453.3KSH	$21.6M
4	FENIMORE ASSET MANAGEMENT INC	Shares	337.8KSH	$16.1M
5	COOKSON PEIRCE & CO INC	Shares	335.1KSH	$16.0M
6	Swedbank AB	Shares	302.0KSH	$14.4M
7	Parkside Investments, LLC	Shares	223.7KSH	$10.7M
8	MOODY ALDRICH PARTNERS LLC	Shares	221.4KSH	$10.6M
9	EXCHANGE TRADED CONCEPTS, LLC	Shares	172.9KSH	$8.3M
10	Blue Zone Wealth Advisors, LLC	Shares	161.3KSH	$7.7M
11	Oliver Luxxe Assets LLC	Shares	135.3KSH	$6.5M
12	Police & Firemen's Retirement System of New Jersey	Shares	102.0KSH	$4.9M
13	Louisiana State Employees Retirement System	Shares	100.4KSH	$4.8M
14	ARGENT CAPITAL MANAGEMENT LLC	Shares	92.3KSH	$4.4M
15	PEAK FINANCIAL ADVISORS LLC	Shares	80.9KSH	$3.9M
16	JOHNSON INVESTMENT COUNSEL INC	Shares	74.9KSH	$3.6M
17	Vest Financial, LLC	Shares	68.1KSH	$3.3M
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	61.7KSH	$2.9M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	54.3KSH	$2.6M
20	Sequoia Financial Advisors, LLC	Shares	30.8KSH	$1.5M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	32.3KSH	$1.3M
22	MOODY NATIONAL BANK TRUST DIVISION	Shares	22.6KSH	$1.1M
23	Aaron Wealth Advisors LLC	Shares	19.0KSH	$906.4K
24	GUIDANCE CAPITAL, INC	Shares	22.1KSH	$832.0K
25	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	15.8KSH	$756.4K
26	Fairvoy Private Wealth, LLC	Shares	14.9KSH	$713.0K
27	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	14.9KSH	$712.6K
28	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	12.6KSH	$602.1K
29	Revolve Wealth Partners, LLC	Shares	12.4KSH	$590.8K
30	GAMMA Investing LLC	Shares	12.3KSH	$587.9K
31	CARY STREET PARTNERS FINANCIAL LLC	Shares	11.6KSH	$555.5K
32	EverSource Wealth Advisors, LLC	Shares	10.7KSH	$512.1K
33	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	10.7KSH	$511.4K
34	QRG CAPITAL MANAGEMENT, INC.	Shares	10.5KSH	$500.2K
35	Versant Capital Management, Inc	Shares	9.0KSH	$430.4K
36	Merit Financial Group, LLC	Shares	8.7KSH	$414.6K
37	Fifth Third Wealth Advisors LLC	Shares	7.4KSH	$354.2K
38	LANARK FINANCIAL, INC.	Shares	7.1KSH	$337.4K
39	VISTA FINANCE, LLC	Shares	6.0KSH	$287.0K
40	Farther Finance Advisors, LLC	Shares	5.7KSH	$274.2K
41	Envestnet Portfolio Solutions, Inc.	Shares	5.4KSH	$260.1K
42	GREENLEAF TRUST	Shares	5.1KSH	$245.5K
43	Independent Wealth Network Inc.	Shares	4.2KSH	$202.1K
44	SIGNATUREFD, LLC	Shares	3.0KSH	$145.4K
45	AMERICAN NATIONAL BANK & TRUST	Shares	1.5KSH	$70.9K
46	SJS Investment Consulting Inc.	Shares	1.3KSH	$62.6K
47	True Wealth Design, LLC	Shares	810SH	$38.7K
48	MassMutual Private Wealth & Trust, FSB	Shares	554SH	$26.5K
49	Blue Trust, Inc.	Shares	538SH	$25.7K
50	ELEVATION WEALTH PARTNERS, LLC	Shares	485SH	$23.2K

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

50 / 92 loaded

#		Instrument
1	Artemis Investment Management LLP new	Shares	+1.1M	+$54.8M	$54.8M
2	COOKSON PEIRCE & CO INC added	Shares	+291.7K	+$14.5M	$16.0M
3	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+172.9K	+$8.3M	$8.3M
4	Swedbank AB added	Shares	+101.0K	+$7.6M	$14.4M
5	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-70.6K	+$3.8M	$21.6M
6	Parkside Investments, LLC trimmed	Shares	-32.3K	+$1.9M	$10.7M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+4.1K	+$1.5M	$4.9M
8	Blue Zone Wealth Advisors, LLC trimmed	Shares	-22.8K	+$1.4M	$7.7M
9	Louisiana State Employees Retirement System trimmed	Shares	-500	+$1.3M	$4.8M
10	PEAK FINANCIAL ADVISORS LLC added	Shares	+1.0K	+$1.1M	$3.9M
11	MOODY ALDRICH PARTNERS LLC trimmed	Shares	-57.0K	+$1.1M	$10.6M
12	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+117	+$843.7K	$2.9M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.4K	+$743.4K	$1.3M
14	Fairvoy Private Wealth, LLC new	Shares	+14.9K	+$713.0K	$713.0K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.0K	+$672.4K	$2.6M
16	Oliver Luxxe Assets LLC trimmed	Shares	-35.2K	+$640.3K	$6.5M
17	Revolve Wealth Partners, LLC new	Shares	+12.4K	+$590.8K	$590.8K
18	Sequoia Financial Advisors, LLC added	Shares	+826	+$447.0K	$1.5M
19	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+5.2K	+$349.1K	$602.1K
20	VISTA FINANCE, LLC new	Shares	+6.0K	+$287.0K	$287.0K
21	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-22.2K	+$261.5K	$3.6M
22	GREENLEAF TRUST new	Shares	+5.1K	+$245.5K	$245.5K
23	Aaron Wealth Advisors LLC trimmed	Shares	-705	+$234.3K	$906.4K
24	GAMMA Investing LLC added	Shares	+1.2K	+$208.1K	$587.9K
25	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+30	+$204.1K	$712.6K
26	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.8K	+$202.8K	$500.2K
27	Independent Wealth Network Inc. new	Shares	+4.2K	+$202.1K	$202.1K
28	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+969	+$191.4K	$555.5K
29	Farther Finance Advisors, LLC added	Shares	+2.7K	+$167.0K	$274.2K
30	EverSource Wealth Advisors, LLC added	Shares	+275	+$155.4K	$512.1K
31	CREDIT INDUSTRIEL ET COMMERCIAL unchanged	Shares	0	+$145.8K	$511.4K
32	FENIMORE ASSET MANAGEMENT INC trimmed	Shares	-130.6K	+$137.6K	$16.1M
33	Versant Capital Management, Inc added	Shares	+436	+$137.6K	$430.4K
34	Merit Financial Group, LLC added	Shares	+347	+$130.0K	$414.6K
35	Fifth Third Wealth Advisors LLC added	Shares	+599	+$121.4K	$354.2K
36	SIGNATUREFD, LLC added	Shares	+785	+$68.2K	$145.4K
37	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-527	+$56.2K	$260.1K
38	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$20.2K	$70.9K
39	ELEVATION WEALTH PARTNERS, LLC added	Shares	+364	+$19.0K	$23.2K
40	SJS Investment Consulting Inc. added	Shares	+30	+$18.9K	$62.6K
41	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+200	+$11.2K	$15.3K
42	True Wealth Design, LLC trimmed	Shares	-5	+$10.9K	$38.7K
43	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+121	+$10.5K	$22.5K
44	MassMutual Private Wealth & Trust, FSB added	Shares	+57	+$9.5K	$26.5K
45	WASHINGTON CAPITAL MANAGEMENT, INC trimmed	Shares	-6.1K	+$7.3K	$756.4K
46	Blue Trust, Inc. unchanged	Shares	0	+$7.3K	$25.7K
47	IFP Advisors, Inc added	Shares	+56	+$6.2K	$15.2K
48	Richardson Capital Management LLC unchanged	Shares	0	+$5.7K	$20.1K
49	JFS WEALTH ADVISORS, LLC added	Shares	+39	+$5.0K	$12.8K
50	LRI Investments, LLC added	Shares	+16	+$3.0K	$8.8K

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