Filing Research | FER - FERROVIAL SE Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	Exane Asset Management	Shares	368.0KSH	$25.2M
2	Mirae Asset Global Investments Co., Ltd.	Shares	292.1KSH	$20.0M
3	Fideuram Asset Management (Ireland) dac	Shares	194.4KSH	$11.6M
4	COOPER INVESTORS PTY LTD	Shares	129.2KSH	$8.9M
5	Triasima Portfolio Management inc.	Shares	105.0KSH	$7.2M
6	Ausbil Investment Management Ltd	Shares	91.7KSH	$6.2M
7	Assenagon Asset Management S.A.	Shares	46.4KSH	$3.2M
8	Louisiana State Employees Retirement System	Shares	46.3KSH	$3.2M
9	Harrison Street Private Wealth LLC	Shares	42.5KSH	$2.9M
10	Intesa Sanpaolo Wealth Management	Shares	25.9KSH	$1.8M
11	Crossmark Global Holdings, Inc.	Shares	23.7KSH	$1.6M
12	China Universal Asset Management Co., Ltd.	Shares	21.7KSH	$1.5M
13	STERLING INVESTMENT MANAGEMENT, LLC	Shares	18.6KSH	$1.3M
14	Rathbones Group PLC	Shares	12.9KSH	$888.0K
15	Aprio Wealth Management, LLC	Shares	11.3KSH	$774.3K
16	Versant Capital Management, Inc	Shares	9.5KSH	$654.3K
17	Sivia Capital Partners, LLC	Shares	9.0KSH	$617.7K
18	Red Spruce Capital, LLC	Shares	6.7KSH	$461.5K
19	Optas, LLC	Shares	5.9KSH	$402.7K
20	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.6KSH	$385.9K
21	Aaron Wealth Advisors LLC	Shares	5.6KSH	$385.8K
22	Venturi Wealth Management, LLC	Shares	5.6KSH	$384.2K
23	Athena Wealth Management, LLC	Shares	4.9KSH	$337.2K
24	DRIVE WEALTH MANAGEMENT, LLC	Shares	4.5KSH	$308.4K
25	Merit Financial Group, LLC	Shares	3.9KSH	$268.0K
26	E Fund Management (Hong Kong) Co., Ltd.	Shares	3.9KSH	$267.0K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.9KSH	$249.6K
28	Tanager Wealth Management LLP	Shares	3.5KSH	$237.0K
29	SIGNATUREFD, LLC	Shares	2.2KSH	$148.0K
30	EverSource Wealth Advisors, LLC	Shares	1.9KSH	$129.0K
31	Farther Finance Advisors, LLC	Shares	831SH	$57.0K
32	Blue Trust, Inc.	Shares	779SH	$53.4K
33	Owl Creek Wealth Partners LLC	Shares	687SH	$47.1K
34	True Wealth Design, LLC	Shares	468SH	$32.1K
35	FINANCIAL CONSULATE, INC	Shares	374SH	$25.7K
36	SJS Investment Consulting Inc.	Shares	254SH	$17.4K
37	ELEVATION WEALTH PARTNERS, LLC	Shares	253SH	$17.4K
38	Catalyst Capital Advisors LLC	Shares	192SH	$13.2K
39	GAMMA Investing LLC	Shares	163SH	$11.2K
40	JFS WEALTH ADVISORS, LLC	Shares	92SH	$6.3K
41	Crewe Advisors LLC	Shares	70SH	$4.8K
42	Dogwood Wealth Management LLC	Shares	31SH	$2.1K
43	Independence Bank of Kentucky	Shares	25SH	$1.7K
44	Physician Wealth Advisors, Inc.	Shares	11SH	$755
45	Bogart Wealth, LLC	Shares	7SH	$480
46	MassMutual Private Wealth & Trust, FSB	Shares	7SH	$480
47	LRI Investments, LLC	Shares	6SH	$412
48	Monetary Solutions, Ltd	Shares	5SH	$343
49	Triumph Capital Management	Shares	2SH	$137

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

50 / 57 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. added	Shares	+291.5K	+$20.0M	$20.0M
2	Fideuram Asset Management (Ireland) dac added	Shares	+158.8K	+$9.4M	$11.6M
3	COOPER INVESTORS PTY LTD added	Shares	+24.8K	+$2.1M	$8.9M
4	Ausbil Investment Management Ltd added	Shares	+7.6K	+$525.1K	$6.2M
5	Aaron Wealth Advisors LLC new	Shares	+5.6K	+$385.8K	$385.8K
6	Assenagon Asset Management S.A. added	Shares	+2.2K	+$357.9K	$3.2M
7	Crossmark Global Holdings, Inc. added	Shares	+3.6K	+$317.0K	$1.6M
8	Aprio Wealth Management, LLC added	Shares	+3.3K	+$253.7K	$774.3K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+3.9K	+$249.6K	$249.6K
10	Intesa Sanpaolo Wealth Management added	Shares	+886	+$176.1K	$1.8M
11	China Universal Asset Management Co., Ltd. added	Shares	+1.4K	+$169.8K	$1.5M
12	E Fund Management (Hong Kong) Co., Ltd. added	Shares	+1.3K	+$101.3K	$267.0K
13	Louisiana State Employees Retirement System trimmed	Shares	-1.0K	+$99.8K	$3.2M
14	Venturi Wealth Management, LLC added	Shares	+1.0K	+$87.1K	$384.2K
15	Versant Capital Management, Inc added	Shares	+610	+$83.1K	$654.3K
16	Red Spruce Capital, LLC added	Shares	+884	+$81.4K	$461.5K
17	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+887	+$77.7K	$385.9K
18	Merit Financial Group, LLC added	Shares	+826	+$67.6K	$268.0K
19	SIGNATUREFD, LLC added	Shares	+909	+$66.8K	$148.0K
20	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+311	+$36.3K	$308.4K
21	Athena Wealth Management, LLC added	Shares	+230	+$32.5K	$337.2K
22	STERLING INVESTMENT MANAGEMENT, LLC trimmed	Shares	-579	+$28.7K	$1.3M
23	Farther Finance Advisors, LLC added	Shares	+392	+$27.6K	$57.0K
24	Optas, LLC added	Shares	+33	+$23.0K	$402.7K
25	ELEVATION WEALTH PARTNERS, LLC new	Shares	+253	+$17.4K	$17.4K
26	Tanager Wealth Management LLP added	Shares	+27	+$17.2K	$237.0K
27	FINANCIAL CONSULATE, INC added	Shares	+99	+$7.8K	$25.7K
28	SJS Investment Consulting Inc. added	Shares	+83	+$6.3K	$17.4K
29	Blue Trust, Inc. unchanged	Shares	0	+$2.8K	$53.4K
30	Owl Creek Wealth Partners LLC added	Shares	+4	+$2.7K	$47.1K
31	Bogart Wealth, LLC new	Shares	+7	+$480	$480
32	LRI Investments, LLC new	Shares	+6	+$412	$412
33	Physician Wealth Advisors, Inc. added	Shares	+5	+$364	$755
34	Monetary Solutions, Ltd new	Shares	+5	+$343	$343
35	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$328	$6.3K
36	Crewe Advisors LLC unchanged	Shares	0	+$249	$4.8K
37	Independence Bank of Kentucky unchanged	Shares	0	+$121	$1.7K
38	Dogwood Wealth Management LLC unchanged	Shares	0	+$110	$2.1K
39	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$25	$480
40	Triumph Capital Management unchanged	Shares	0	+$7	$137
41	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-4	-$260	$0
42	GAMMA Investing LLC trimmed	Shares	-48	-$2.5K	$11.2K
43	True Wealth Design, LLC trimmed	Shares	-107	-$5.3K	$32.1K
44	Catalyst Capital Advisors LLC trimmed	Shares	-158	-$9.6K	$13.2K
45	CREDIT INDUSTRIEL ET COMMERCIAL exited	Shares	-192	-$12.2K	$0
46	Wall Street Financial Group, Inc. exited	Shares	-226	-$14.7K	$0
47	EverSource Wealth Advisors, LLC trimmed	Shares	-625	-$34.0K	$129.0K
48	Sivia Capital Partners, LLC trimmed	Shares	-5.2K	-$305.0K	$617.7K
49	Harrison Street Private Wealth LLC trimmed	Shares	-8.0K	-$313.1K	$2.9M
50	Sequoia Financial Advisors, LLC exited	Shares	-8.6K	-$559.4K	$0

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