Filing Research | ETSY - ETSY INC Institutional Holdings

Snapshot holdings

50 / 108 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	1.6MSH	$121.5M
2	Robeco Institutional Asset Management B.V.	Shares	439.5KSH	$33.1M
3	BANQUE PICTET & CIE SA	Shares	133.2KSH	$10.0M
4	Crossmark Global Holdings, Inc.	Shares	80.6KSH	$6.1M
5	LMCG INVESTMENTS, LLC	Shares	71.3KSH	$5.4M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	44.6KSH	$3.4M
7	Police & Firemen's Retirement System of New Jersey	Shares	42.6KSH	$3.2M
8	Louisiana State Employees Retirement System	Shares	41.6KSH	$3.1M
9	Y-Intercept (Hong Kong) Ltd	Shares	30.4KSH	$2.3M
10	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	27.3KSH	$2.1M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	25.9KSH	$2.0M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	22.5KSH	$1.7M
13	PensionDanmark Pensionsforsikringsaktieselskab	Shares	20.5KSH	$1.5M
14	Diversified Trust Co	Shares	16.7KSH	$1.3M
15	180 WEALTH ADVISORS, LLC	Shares	16.2KSH	$1.2M
16	Oak Thistle LLC	Shares	13.2KSH	$996.2K
17	Merit Financial Group, LLC	Shares	12.8KSH	$961.2K
18	DAVENPORT & Co LLC	Shares	11.8KSH	$885.3K
19	IFP Advisors, Inc	Shares	11.7KSH	$878.9K
20	Unique Wealth Strategies, LLC	Shares	9.7KSH	$728.4K
21	Seelaus Asset Management LLC	Shares	9.5KSH	$718.6K
22	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.5KSH	$641.9K
23	Mirae Asset Global Investments Co., Ltd.	Shares	8.5KSH	$636.9K
24	Bank Pictet & Cie (Europe) AG	Shares	8.4KSH	$635.0K
25	Ahara Advisors LLC	Shares	1.1KSH	$610.7K
26	Aaron Wealth Advisors LLC	Shares	7.8KSH	$587.5K
27	Hennion & Walsh Asset Management, Inc.	Shares	6.5KSH	$492.4K
28	Cardinal Point Capital Management ULC	Shares	6.5KSH	$490.4K
29	Versant Capital Management, Inc	Shares	6.2KSH	$469.2K
30	Linden Thomas Advisory Services, LLC	Shares	5.6KSH	$420.0K
31	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	5.0KSH	$380.1K
32	JBGlobal.com LLC	Shares	5.0KSH	$377.2K
33	Sequoia Financial Advisors, LLC	Shares	4.6KSH	$345.3K
34	Ballentine Partners, LLC	Shares	3.9KSH	$295.4K
35	GAMMA Investing LLC	Shares	3.8KSH	$286.3K
36	Generali Investments Towarzystwo Funduszy Inwestycyjnych	Shares	3.7KSH	$278.7K
37	Fifth Third Wealth Advisors LLC	Shares	3.7KSH	$275.3K
38	Abundance Wealth Counselors	Shares	3.5KSH	$264.8K
39	Gallacher Capital Management LLC	Shares	3.5KSH	$263.4K
40	Venturi Wealth Management, LLC	Shares	3.4KSH	$258.1K
41	Sowell Financial Services LLC	Shares	3.3KSH	$249.9K
42	Wedmont Private Capital	Shares	3.0KSH	$243.3K
43	Cypress Point Wealth Management, LLC	Shares	3.1KSH	$236.4K
44	Farther Finance Advisors, LLC	Shares	3.1KSH	$232.6K
45	NorthCrest Asset Manangement, LLC	Shares	2.9KSH	$225.2K
46	WADDELL & ASSOCIATES, LLC	Shares	2.7KSH	$202.3K
47	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.5KSH	$191.4K
48	SBI Securities Co., Ltd.	Shares	1.4KSH	$104.6K
49	Blue Trust, Inc.	Shares	1.2KSH	$86.9K
50	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$80.9K

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

50 / 113 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+523.1K	+$67.0M	$121.5M
2	Robeco Institutional Asset Management B.V. added	Shares	+78.6K	+$15.1M	$33.1M
3	BANQUE PICTET & CIE SA trimmed	Shares	-2.7K	+$3.2M	$10.0M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+30.4K	+$2.3M	$2.3M
5	LMCG INVESTMENTS, LLC trimmed	Shares	-268	+$1.8M	$5.4M
6	Crossmark Global Holdings, Inc. trimmed	Shares	-11.5K	+$1.5M	$6.1M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.9K	+$1.2M	$3.2M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-464	+$1.1M	$3.4M
9	Louisiana State Employees Retirement System trimmed	Shares	-2.2K	+$944.6K	$3.1M
10	Unique Wealth Strategies, LLC new	Shares	+9.7K	+$728.4K	$728.4K
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-931	+$610.6K	$2.0M
12	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI trimmed	Shares	-2.2K	+$581.6K	$2.1M
13	DAVENPORT & Co LLC added	Shares	+5.0K	+$546.2K	$885.3K
14	Hennion & Walsh Asset Management, Inc. new	Shares	+6.5K	+$492.4K	$492.4K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.9K	+$475.2K	$1.7M
16	PensionDanmark Pensionsforsikringsaktieselskab trimmed	Shares	-1.0K	+$469.4K	$1.5M
17	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+5.0K	+$380.1K	$380.1K
18	180 WEALTH ADVISORS, LLC trimmed	Shares	-843	+$368.3K	$1.2M
19	Oak Thistle LLC unchanged	Shares	0	+$335.2K	$996.2K
20	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.1K	+$320.4K	$636.9K
21	Ballentine Partners, LLC new	Shares	+3.9K	+$295.4K	$295.4K
22	Aaron Wealth Advisors LLC added	Shares	+1.7K	+$280.4K	$587.5K
23	Fifth Third Wealth Advisors LLC new	Shares	+3.7K	+$275.3K	$275.3K
24	Abundance Wealth Counselors new	Shares	+3.5K	+$264.8K	$264.8K
25	Gallacher Capital Management LLC new	Shares	+3.5K	+$263.4K	$263.4K
26	Merit Financial Group, LLC trimmed	Shares	-1.3K	+$258.5K	$961.2K
27	Venturi Wealth Management, LLC new	Shares	+3.4K	+$258.1K	$258.1K
28	Sowell Financial Services LLC new	Shares	+3.3K	+$249.9K	$249.9K
29	Wedmont Private Capital new	Shares	+3.0K	+$243.3K	$243.3K
30	Cypress Point Wealth Management, LLC new	Shares	+3.1K	+$236.4K	$236.4K
31	Bank Pictet & Cie (Europe) AG added	Shares	+358	+$231.6K	$635.0K
32	NorthCrest Asset Manangement, LLC new	Shares	+2.9K	+$225.2K	$225.2K
33	Seelaus Asset Management LLC trimmed	Shares	-350	+$224.3K	$718.6K
34	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+93	+$220.7K	$641.9K
35	WADDELL & ASSOCIATES, LLC new	Shares	+2.7K	+$202.3K	$202.3K
36	IFP Advisors, Inc trimmed	Shares	-2.5K	+$168.8K	$878.9K
37	Diversified Trust Co trimmed	Shares	-5.1K	+$167.9K	$1.3M
38	Versant Capital Management, Inc trimmed	Shares	-194	+$148.2K	$469.2K
39	Linden Thomas Advisory Services, LLC trimmed	Shares	-55	+$138.6K	$420.0K
40	Sequoia Financial Advisors, LLC added	Shares	+429	+$137.6K	$345.3K
41	GAMMA Investing LLC added	Shares	+750	+$133.8K	$286.3K
42	JBGlobal.com LLC trimmed	Shares	-130	+$120.4K	$377.2K
43	Farther Finance Advisors, LLC added	Shares	+609	+$109.2K	$232.6K
44	Cardinal Point Capital Management ULC trimmed	Shares	-1.2K	+$103.8K	$490.4K
45	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+361	+$82.5K	$191.4K
46	CoreCap Advisors, LLC added	Shares	+1.0K	+$78.2K	$80.3K
47	LRI Investments, LLC added	Shares	+1.0K	+$77.0K	$79.6K
48	Generali Investments Towarzystwo Funduszy Inwestycyjnych trimmed	Shares	-400	+$73.8K	$278.7K
49	SBI Securities Co., Ltd. trimmed	Shares	-33	+$33.6K	$104.6K
50	Fortitude Family Office, LLC added	Shares	+371	+$28.8K	$30.4K

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