Filing Research | FIX - COMFORT SYS USA INC Institutional Holdings

Snapshot holdings

50 / 346 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	36.4KSH	$72.2M
2	Assenagon Asset Management S.A.	Shares	31.0KSH	$61.5M
3	CONGRESS ASSET MANAGEMENT CO	Shares	25.7KSH	$50.9M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	25.6KSH	$41.1M
5	Artemis Investment Management LLP	Shares	19.6KSH	$38.8M
6	Mirae Asset Global Investments Co., Ltd.	Shares	17.5KSH	$34.6M
7	Mediolanum International Funds Ltd	Shares	17.1KSH	$33.3M
8	E. Ohman J:or Asset Management AB	Shares	15.4KSH	$30.6M
9	Swedbank AB	Shares	14.8KSH	$29.3M
10	STRATEGIC PLANNING GROUP, LLC	Shares	14.6KSH	$28.9M
11	ZEVENBERGEN CAPITAL INVESTMENTS LLC	Shares	14.4KSH	$28.6M
12	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	12.8KSH	$25.4M
13	Czech National Bank	Shares	10.0KSH	$19.8M
14	JGP Wealth Management, LLC	Shares	9.5KSH	$18.8M
15	ASR Vermogensbeheer N.V.	Shares	8.8KSH	$17.5M
16	IFM Investors Pty Ltd	Shares	8.4KSH	$16.7M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.8KSH	$15.4M
18	PensionDanmark Pensionsforsikringsaktieselskab	Shares	7.6KSH	$15.1M
19	Spire Wealth Management	Shares	6.9KSH	$13.7M
20	Fideuram Asset Management (Ireland) dac	Shares	7.6KSH	$13.6M
21	Avanza Fonder AB	Shares	6.9KSH	$13.6M
22	Merit Financial Group, LLC	Shares	6.7KSH	$13.4M
23	Penobscot Investment Management Company, Inc.	Shares	6.6KSH	$13.0M
24	Monument Capital Management	Shares	5.8KSH	$11.5M
25	Vest Financial, LLC	Shares	5.6KSH	$11.1M
26	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	Shares	5.4KSH	$10.6M
27	CPC Advisors, LLC	Shares	5.3KSH	$10.6M
28	Police & Firemen's Retirement System of New Jersey	Shares	5.2KSH	$10.4M
29	Hennion & Walsh Asset Management, Inc.	Shares	5.1KSH	$10.1M
30	Freedom Day Solutions, LLC	Shares	4.7KSH	$9.4M
31	EXCHANGE TRADED CONCEPTS, LLC	Shares	4.7KSH	$9.3M
32	Linden Thomas Advisory Services, LLC	Shares	4.5KSH	$8.9M
33	Prospera Financial Services Inc	Shares	4.5KSH	$8.8M
34	Insight Wealth Strategies, LLC	Shares	4.6KSH	$8.6M
35	ANDERSON HOAGLAND & CO	Shares	4.3KSH	$8.6M
36	Crossmark Global Holdings, Inc.	Shares	4.2KSH	$8.4M
37	Bensler, LLC	Shares	4.2KSH	$8.3M
38	Diversified Trust Co	Shares	4.0KSH	$7.9M
39	Farther Finance Advisors, LLC	Shares	4.0KSH	$7.9M
40	Triasima Portfolio Management inc.	Shares	3.9KSH	$7.7M
41	ARGENT CAPITAL MANAGEMENT LLC	Shares	3.8KSH	$7.6M
42	Sequoia Financial Advisors, LLC	Shares	3.3KSH	$6.5M
43	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	3.3KSH	$6.5M
44	Cardinal Point Capital Management ULC	Shares	3.1KSH	$6.2M
45	Atlatl Advisers LLC	Shares	3.1KSH	$6.1M
46	ABN AMRO INVESTMENT SOLUTIONS	Shares	3.0KSH	$5.9M
47	Yorktown Management & Research Co Inc	Shares	3.0KSH	$5.9M
48	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.9KSH	$5.8M
49	Sidoxia Capital Management, LLC	Shares	2.7KSH	$5.3M
50	GATEWAY INVESTMENT ADVISERS LLC	Shares	2.7KSH	$5.3M

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

50 / 363 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+15.9K	+$40.6M	$61.5M
2	Robeco Institutional Asset Management B.V. added	Shares	+12.9K	+$39.7M	$72.2M
3	ZEVENBERGEN CAPITAL INVESTMENTS LLC new	Shares	+14.4K	+$28.6M	$28.6M
4	Mirae Asset Global Investments Co., Ltd. added	Shares	+3.8K	+$15.8M	$34.6M
5	Mediolanum International Funds Ltd added	Shares	+1.1K	+$12.9M	$33.3M
6	ASR Vermogensbeheer N.V. added	Shares	+5.4K	+$12.7M	$17.5M
7	Fideuram Asset Management (Ireland) dac added	Shares	+5.8K	+$11.6M	$13.6M
8	STRATEGIC PLANNING GROUP, LLC added	Shares	+269	+$9.2M	$28.9M
9	Bensler, LLC new	Shares	+4.2K	+$8.3M	$8.3M
10	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. added	Shares	+3.5K	+$8.0M	$10.6M
11	Swedbank AB trimmed	Shares	-889	+$7.7M	$29.3M
12	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+3.5K	+$7.6M	$9.3M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-94	+$7.6M	$41.1M
14	Czech National Bank added	Shares	+418	+$6.6M	$19.8M
15	IFM Investors Pty Ltd added	Shares	+1.0K	+$6.5M	$16.7M
16	Atlatl Advisers LLC new	Shares	+3.1K	+$6.1M	$6.1M
17	E. Ohman J:or Asset Management AB trimmed	Shares	-2.4K	+$6.0M	$30.6M
18	JGP Wealth Management, LLC trimmed	Shares	-2	+$5.7M	$18.8M
19	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-1.6K	+$5.6M	$25.4M
20	Avanza Fonder AB added	Shares	+950	+$5.4M	$13.6M
21	Spire Wealth Management added	Shares	+451	+$4.8M	$13.7M
22	Prospera Financial Services Inc added	Shares	+1.3K	+$4.5M	$8.8M
23	J.W. COLE ADVISORS, INC. new	Shares	+2.1K	+$4.2M	$4.2M
24	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-436	+$4.1M	$15.4M
25	Penobscot Investment Management Company, Inc. added	Shares	+74	+$4.1M	$13.0M
26	Merit Financial Group, LLC trimmed	Shares	-72	+$4.0M	$13.4M
27	CPC Advisors, LLC added	Shares	+174	+$3.5M	$10.6M
28	Linden Thomas Advisory Services, LLC added	Shares	+474	+$3.4M	$8.9M
29	Hennion & Walsh Asset Management, Inc. added	Shares	+131	+$3.3M	$10.1M
30	Monument Capital Management trimmed	Shares	-236	+$3.2M	$11.5M
31	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.4K	+$3.1M	$3.8M
32	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+947	+$2.9M	$5.3M
33	Baader Bank Aktiengesellschaft added	Shares	+876	+$2.6M	$4.5M
34	Sequoia Financial Advisors, LLC added	Shares	+402	+$2.5M	$6.5M
35	First Financial Bank - Trust Division new	Shares	+1.2K	+$2.4M	$2.4M
36	FCG Investment Co new	Shares	+1.2K	+$2.3M	$2.3M
37	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+363	+$2.3M	$5.9M
38	Park Capital Management, LLC / WI new	Shares	+1.1K	+$2.3M	$2.3M
39	Apollon Wealth Management, LLC added	Shares	+498	+$2.3M	$5.2M
40	Farther Finance Advisors, LLC trimmed	Shares	-52	+$2.1M	$7.9M
41	Cadent Capital Advisors, LLC new	Shares	+1.0K	+$2.0M	$2.0M
42	Cardinal Point Capital Management ULC added	Shares	+4	+$1.9M	$6.2M
43	Global X Japan Co., Ltd. new	Shares	+959	+$1.9M	$1.9M
44	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-2	+$1.8M	$5.8M
45	Secure Asset Management, LLC added	Shares	+114	+$1.8M	$5.3M
46	Katamaran Capital LLP added	Shares	+458	+$1.7M	$3.6M
47	Sivia Capital Partners, LLC added	Shares	+90	+$1.7M	$5.1M
48	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-233	+$1.7M	$6.5M
49	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+765	+$1.5M	$1.5M
50	Crossmark Global Holdings, Inc. trimmed	Shares	-761	+$1.5M	$8.4M

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