Filing Research | EXLS - Exlservice Holdings Inc. Institutional Holdings

Snapshot holdings

50 / 86 loaded

#		Instrument	quantity
1	FENIMORE ASSET MANAGEMENT INC	Shares	1.7MSH	$44.4M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	1.7MSH	$43.2M
3	Tributary Capital Management, LLC	Shares	530.2KSH	$13.7M
4	CONGRESS ASSET MANAGEMENT CO	Shares	505.2KSH	$13.1M
5	Boston Trust Walden Corp	Shares	493.8KSH	$12.8M
6	Y-Intercept (Hong Kong) Ltd	Shares	220.5KSH	$5.7M
7	Crossmark Global Holdings, Inc.	Shares	216.7KSH	$5.6M
8	GHP Investment Advisors, Inc.	Shares	200.4KSH	$5.2M
9	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	81.7KSH	$2.1M
10	Police & Firemen's Retirement System of New Jersey	Shares	66.2KSH	$1.7M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	76.5KSH	$1.4M
12	Oak Thistle LLC	Shares	48.6KSH	$1.3M
13	Louisiana State Employees Retirement System	Shares	44.7KSH	$1.2M
14	Linden Thomas Advisory Services, LLC	Shares	43.1KSH	$1.1M
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	42.8KSH	$1.1M
16	Fideuram Asset Management (Ireland) dac	Shares	35.8KSH	$1.0M
17	Hennion & Walsh Asset Management, Inc.	Shares	38.4KSH	$992.6K
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	36.6KSH	$945.9K
19	AMI ASSET MANAGEMENT CORP	Shares	34.4KSH	$889.9K
20	Counterpoint Mutual Funds LLC	Shares	30.1KSH	$778.6K
21	NorthCrest Asset Manangement, LLC	Shares	24.8KSH	$685.2K
22	CARY STREET PARTNERS FINANCIAL LLC	Shares	20.6KSH	$532.5K
23	Composition Wealth, LLC	Shares	19.9KSH	$515.9K
24	SUMMITRY LLC	Shares	19.5KSH	$503.4K
25	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	17.3KSH	$446.2K
26	Merit Financial Group, LLC	Shares	16.9KSH	$436.0K
27	SHEETS SMITH WEALTH MANAGEMENT	Shares	15.3KSH	$394.7K
28	QRG CAPITAL MANAGEMENT, INC.	Shares	14.6KSH	$377.7K
29	First National Advisers, LLC	Shares	14.1KSH	$364.4K
30	Gallacher Capital Management LLC	Shares	14.0KSH	$362.4K
31	Trust Point Inc.	Shares	13.1KSH	$338.7K
32	SECURIAN ASSET MANAGEMENT, INC	Shares	11.3KSH	$317.3K
33	Yorktown Management & Research Co Inc	Shares	12.1KSH	$312.9K
34	Lifestyle Asset Management, Inc.	Shares	11.9KSH	$306.8K
35	Central Pacific Bank - Trust Division	Shares	11.0KSH	$283.2K
36	GAMMA Investing LLC	Shares	9.4KSH	$243.9K
37	Alliance Wealth Advisors, LLC /UT	Shares	8.4KSH	$216.8K
38	Sequoia Financial Advisors, LLC	Shares	7.8KSH	$201.5K
39	EXCHANGE TRADED CONCEPTS, LLC	Shares	6.3KSH	$162.8K
40	EverSource Wealth Advisors, LLC	Shares	5.0KSH	$128.2K
41	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	4.0KSH	$104.0K
42	Blue Trust, Inc.	Shares	3.1KSH	$80.1K
43	SIGNATUREFD, LLC	Shares	2.8KSH	$71.5K
44	IFP Advisors, Inc	Shares	2.1KSH	$53.1K
45	SALEM INVESTMENT COUNSELORS INC	Shares	2.0KSH	$51.7K
46	Versant Capital Management, Inc	Shares	2.0KSH	$51.0K
47	Handelsbanken Fonder AB	Shares	1.6MSH	$42.5K
48	Farther Finance Advisors, LLC	Shares	1.1KSH	$27.2K
49	True Wealth Design, LLC	Shares	625SH	$16.2K
50	MassMutual Private Wealth & Trust, FSB	Shares	526SH	$13.6K

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

50 / 98 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+732.5K	+$14.6M	$43.2M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+220.5K	+$5.7M	$5.7M
3	Crossmark Global Holdings, Inc. added	Shares	+125.9K	+$2.8M	$5.6M
4	Oak Thistle LLC new	Shares	+48.6K	+$1.3M	$1.3M
5	Fideuram Asset Management (Ireland) dac added	Shares	+22.8K	+$604.0K	$1.0M
6	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+20.6K	+$532.5K	$532.5K
7	Gallacher Capital Management LLC new	Shares	+14.0K	+$362.4K	$362.4K
8	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+4.0K	+$104.0K	$104.0K
9	Central Pacific Bank - Trust Division added	Shares	+4.7K	+$92.3K	$283.2K
10	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+3.7K	+$32.8K	$446.2K
11	AMI ASSET MANAGEMENT CORP added	Shares	+5.8K	+$20.0K	$889.9K
12	Owl Creek Wealth Partners LLC added	Shares	+315	+$7.9K	$9.3K
13	CoreCap Advisors, LLC new	Shares	+298	+$7.7K	$7.7K
14	Wealth Enhancement Trust Services, Inc. new	Shares	+259	+$6.7K	$6.7K
15	CARY STREET PARTNERS INVESTMENT ADVISORY LLC new	Shares	+216	+$5.6K	$5.6K
16	Fortitude Family Office, LLC new	Shares	+56	+$1.4K	$1.4K
17	Lifestyle Asset Management, Inc. added	Shares	+1.8K	+$1.2K	$306.8K
18	Cromwell Holdings LLC new	Shares	+38	+$983	$983
19	ELEVATION WEALTH PARTNERS, LLC added	Shares	+52	+$767	$4.6K
20	Creative Capital Management Investments LLC new	Shares	+20	+$517	$517
21	Mascoma Wealth Management LLC new	Shares	+12	+$310	$310
22	Hughes Financial Services, LLC added	Shares	+11	+$266	$388
23	LRI Investments, LLC new	Shares	+5	+$129	$129
24	3 FACTOR INDEXING, LLC new	Shares	+4	+$104	$104
25	Darwin Wealth Management, LLC new	Shares	0	+$21	$21
26	Capital Advisors, Ltd. LLC exited	Shares	-32	-$1	$0
27	TFC Financial Management, Inc. unchanged	Shares	0	-$5	$26
28	Vermillion Wealth Management, Inc. exited	Shares	-2	-$61	$0
29	State of Alaska, Department of Revenue trimmed	Shares	-771	-$92	$387
30	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$96	$544
31	WEBSTER BANK, N. A. unchanged	Shares	0	-$202	$1.1K
32	PARK AVENUE SECURITIES LLC exited	Shares	-7.0K	-$213	$0
33	Quaker Wealth Management, LLC trimmed	Shares	-9	-$343	$388
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-2.3K	-$360	$1.6K
35	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	-$422	$2.4K
36	JFS WEALTH ADVISORS, LLC trimmed	Shares	-2	-$465	$2.3K
37	AMALGAMATED BANK trimmed	Shares	-5.2K	-$477	$1.8K
38	AdvisorNet Financial, Inc trimmed	Shares	-14	-$514	$491
39	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$633	$3.6K
40	HIGHLINE WEALTH PARTNERS LLC trimmed	Shares	-1	-$668	$3.6K
41	High Note Wealth, LLC trimmed	Shares	-23	-$949	$1.4K
42	Bogart Wealth, LLC trimmed	Shares	-27	-$1.4K	$3.2K
43	SBI Securities Co., Ltd. trimmed	Shares	-41	-$1.4K	$828
44	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$1.6K	$9.1K
45	First Pacific Financial exited	Shares	-58	-$1.8K	$0
46	MassMutual Private Wealth & Trust, FSB added	Shares	+9	-$2.1K	$13.6K
47	Retirement Wealth Solutions LLC trimmed	Shares	-71	-$2.3K	$518
48	Sachetta, LLC exited	Shares	-78	-$2.4K	$0
49	Physician Wealth Advisors, Inc. exited	Shares	-80	-$2.4K	$0
50	Cedar Mountain Advisors, LLC trimmed	Shares	-36	-$2.8K	$9.6K

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