Filing Research | EXC - EXELON CORP Institutional Holdings

Snapshot holdings

50 / 363 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	4.8MSH	$222.7M
2	Swedbank AB	Shares	3.3MSH	$152.1M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	1.6MSH	$76.0M
4	MIZUHO MARKETS AMERICAS LLC	Shares	970.0KSH	$45.2M
5	Mirae Asset Global Investments Co., Ltd.	Shares	659.3KSH	$30.7M
6	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	624.6KSH	$29.1M
7	Arbejdsmarkedets Tillaegspension	Shares	611.7KSH	$28.5M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	807.7KSH	$26.1M
9	Assenagon Asset Management S.A.	Shares	505.6KSH	$23.6M
10	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	433.2KSH	$20.2M
11	DAVIDSON INVESTMENT ADVISORS	Shares	366.5KSH	$17.1M
12	QRG CAPITAL MANAGEMENT, INC.	Shares	332.3KSH	$15.5M
13	IFM Investors Pty Ltd	Shares	324.7KSH	$15.1M
14	FIRST CITIZENS BANK & TRUST CO	Shares	310.6KSH	$14.5M
15	Envestnet Portfolio Solutions, Inc.	Shares	308.4KSH	$14.4M
16	ASR Vermogensbeheer N.V.	Shares	299.3KSH	$14.0M
17	LBP AM SA	Shares	294.2KSH	$13.7M
18	Czech National Bank	Shares	291.2KSH	$13.6M
19	NorthCrest Asset Manangement, LLC	Shares	252.2KSH	$11.7M
20	Mediolanum International Funds Ltd	Shares	233.1KSH	$11.0M
21	OFI INVEST ASSET MANAGEMENT	Shares	255.7KSH	$10.6M
22	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	218.2KSH	$10.2M
23	Fisher Funds Management LTD	Shares	204.8KSH	$9.5M
24	PensionDanmark Pensionsforsikringsaktieselskab	Shares	194.2KSH	$9.1M
25	HENNESSY ADVISORS INC	Shares	192.7KSH	$9.0M
26	Police & Firemen's Retirement System of New Jersey	Shares	153.4KSH	$7.2M
27	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	147.1KSH	$6.9M
28	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	141.9KSH	$6.6M
29	INTACT INVESTMENT MANAGEMENT INC.	Shares	140.9KSH	$6.6M
30	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	139.4KSH	$6.5M
31	Avanza Fonder AB	Shares	121.7KSH	$5.7M
32	Trinity Legacy Partners, LLC	Shares	120.8KSH	$5.7M
33	Abundance Wealth Counselors	Shares	120.8KSH	$5.6M
34	Kepler Cheuvreux (Suisse) SA	Shares	119.3KSH	$5.6M
35	WASATCH ADVISORS LP	Shares	118.3KSH	$5.5M
36	Louisiana State Employees Retirement System	Shares	118.1KSH	$5.5M
37	Fideuram Asset Management (Ireland) dac	Shares	108.3KSH	$5.1M
38	ABN AMRO INVESTMENT SOLUTIONS	Shares	79.1KSH	$3.7M
39	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	70.7KSH	$3.3M
40	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	70.2KSH	$3.3M
41	Brookstone Capital Management	Shares	65.3KSH	$3.0M
42	MIZUHO SECURITIES USA LLC	Shares	61.8KSH	$3.0M
43	Hennion & Walsh Asset Management, Inc.	Shares	60.8KSH	$2.8M
44	VIKING FUND MANAGEMENT LLC	Shares	60.0KSH	$2.8M
45	BFSG, LLC	Shares	59.5KSH	$2.8M
46	Sequoia Financial Advisors, LLC	Shares	59.1KSH	$2.8M
47	Crossmark Global Holdings, Inc.	Shares	58.0KSH	$2.7M
48	HARTFORD INVESTMENT MANAGEMENT CO	Shares	56.3KSH	$2.6M
49	J.W. COLE ADVISORS, INC.	Shares	55.3KSH	$2.6M
50	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	54.4KSH	$2.5M

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

50 / 386 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+1.4M	+$58.7M	$222.7M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new	Shares	+624.6K	+$29.1M	$29.1M
3	Assenagon Asset Management S.A. added	Shares	+289.4K	+$13.0M	$23.6M
4	LBP AM SA added	Shares	+195.4K	+$8.9M	$13.7M
5	OFI INVEST ASSET MANAGEMENT added	Shares	+218.7K	+$8.8M	$10.6M
6	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+145.1K	+$6.6M	$10.2M
7	Fideuram Asset Management (Ireland) dac new	Shares	+108.3K	+$5.1M	$5.1M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+128.1K	+$4.5M	$26.1M
9	BFSG, LLC added	Shares	+59.0K	+$2.7M	$2.8M
10	HENNESSY ADVISORS INC added	Shares	+65.4K	+$2.7M	$9.0M
11	Abundance Wealth Counselors added	Shares	+59.5K	+$2.6M	$5.6M
12	Arbejdsmarkedets Tillaegspension added	Shares	+75.9K	+$2.3M	$28.5M
13	PKO Investment Management Joint-Stock Co new	Shares	+35.0K	+$1.6M	$1.6M
14	Ballentine Partners, LLC added	Shares	+27.3K	+$1.2M	$2.2M
15	Mediolanum International Funds Ltd added	Shares	+32.7K	+$1.1M	$11.0M
16	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+30.3K	+$1.1M	$6.6M
17	MISSION WEALTH MANAGEMENT, LP added	Shares	+23.5K	+$1.1M	$1.4M
18	CAISSE DES DEPOTS ET CONSIGNATIONS added	Shares	+24.5K	+$858.9K	$6.6M
19	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+17.0K	+$769.9K	$1.3M
20	Curated Wealth Partners LLC new	Shares	+180.3K	+$634.8K	$634.8K
21	GREENLEAF TRUST added	Shares	+11.5K	+$486.1K	$1.5M
22	Envestnet Portfolio Solutions, Inc. added	Shares	+24.9K	+$479.7K	$14.4M
23	FIRST CITIZENS BANK & TRUST CO added	Shares	+24.2K	+$438.7K	$14.5M
24	ASR Vermogensbeheer N.V. added	Shares	+22.4K	+$377.5K	$14.0M
25	Kepler Cheuvreux (Suisse) SA added	Shares	+13.4K	+$369.0K	$5.6M
26	Sivia Capital Partners, LLC new	Shares	+7.4K	+$346.7K	$346.7K
27	Trinity Legacy Partners, LLC added	Shares	+10.7K	+$293.1K	$5.7M
28	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+6.5K	+$277.5K	$752.0K
29	ORBA Wealth Advisors, L.L.C. new	Shares	+5.9K	+$275.8K	$275.8K
30	Affinity Capital Advisors, LLC new	Shares	+5.3K	+$249.9K	$249.9K
31	Beirne Wealth Consulting Services, LLC new	Shares	+5.0K	+$231.8K	$231.8K
32	Interchange Capital Partners, LLC new	Shares	+4.9K	+$227.4K	$227.4K
33	Lineweaver Wealth Advisors, LLC new	Shares	+4.9K	+$226.3K	$226.3K
34	Cypress Point Wealth Management, LLC new	Shares	+4.6K	+$212.3K	$212.3K
35	SIGNATUREFD, LLC added	Shares	+5.4K	+$208.0K	$1.1M
36	Abacus Wealth Partners, LLC new	Shares	+4.4K	+$205.4K	$205.4K
37	CWA Asset Management Group, LLC added	Shares	+5.0K	+$198.6K	$909.2K
38	Cape Investment Advisory, Inc. new	Shares	+3.9K	+$179.9K	$179.9K
39	Atlatl Advisers LLC new	Shares	+2.8K	+$132.7K	$132.7K
40	SBI Securities Co., Ltd. added	Shares	+2.9K	+$131.3K	$206.7K
41	QRG CAPITAL MANAGEMENT, INC. added	Shares	+18.9K	+$131.0K	$15.5M
42	Confluence Wealth Services, Inc. added	Shares	+3.2K	+$129.3K	$529.6K
43	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+12.0K	+$123.7K	$9.1M
44	Fifth Third Wealth Advisors LLC added	Shares	+3.3K	+$104.6K	$1.1M
45	WASATCH ADVISORS LP added	Shares	+7.8K	+$97.5K	$5.5M
46	Segment Wealth Management, LLC added	Shares	+2.5K	+$93.8K	$583.0K
47	E Fund Management (Hong Kong) Co., Ltd. added	Shares	+1.8K	+$76.3K	$262.8K
48	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+5.0K	+$75.6K	$3.3M
49	Friedenthal Financial new	Shares	+1.6K	+$73.3K	$73.3K
50	Total Clarity Wealth Management, Inc. added	Shares	+1.7K	+$62.4K	$434.7K

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