Filing Research | FNF - Fidelity National Financial In Institutional Holdings

Snapshot holdings

50 / 172 loaded

#		Instrument	quantity
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	1.9MSH	$90.0M
2	DAVENPORT & Co LLC	Shares	1.3MSH	$61.3M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	712.0KSH	$33.6M
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	242.6KSH	$11.4M
5	Mirae Asset Global Investments Co., Ltd.	Shares	213.3KSH	$10.1M
6	OLD NATIONAL BANCORP /IN/	Shares	166.4KSH	$7.8M
7	Sound Income Strategies, LLC	Shares	156.7KSH	$7.4M
8	Assenagon Asset Management S.A.	Shares	149.4KSH	$7.0M
9	Eastover Investment Advisors LLC	Shares	135.0KSH	$6.4M
10	PhiloSmith Capital Corp	Shares	133.0KSH	$6.3M
11	ASR Vermogensbeheer N.V.	Shares	132.9KSH	$6.3M
12	CWA Asset Management Group, LLC	Shares	114.1KSH	$5.4M
13	REINHART PARTNERS, LLC.	Shares	105.7KSH	$5.0M
14	Hudson Value Partners, LLC	Shares	100.5KSH	$4.7M
15	IFP Advisors, Inc	Shares	83.5KSH	$3.9M
16	Louisiana State Employees Retirement System	Shares	74.0KSH	$3.5M
17	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	73.9KSH	$3.5M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	76.7KSH	$3.4M
19	GATEWAY INVESTMENT ADVISERS LLC	Shares	61.1KSH	$2.9M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	60.6KSH	$2.9M
21	Capital Advisors Wealth Management, LLC	Shares	59.6KSH	$2.8M
22	Swedbank AB	Shares	59.3KSH	$2.8M
23	D.A. DAVIDSON & CO.	Shares	57.0KSH	$2.7M
24	IFM Investors Pty Ltd	Shares	55.2KSH	$2.6M
25	Vigilare Wealth Management	Shares	50.4KSH	$2.4M
26	BENJAMIN EDWARDS INC	Shares	50.2KSH	$2.4M
27	PFG Investments, LLC	Shares	50.0KSH	$2.4M
28	GHP Investment Advisors, Inc.	Shares	42.8KSH	$2.0M
29	Confluence Wealth Services, Inc.	Shares	41.6KSH	$2.0M
30	Police & Firemen's Retirement System of New Jersey	Shares	37.8KSH	$1.8M
31	Lantz Financial LLC	Shares	35.9KSH	$1.7M
32	Legal Advantage Investments, Inc.	Shares	31.1KSH	$1.5M
33	Applied Capital LLC/FL	Shares	28.0KSH	$1.3M
34	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	25.3KSH	$1.2M
35	Avior Wealth Management, LLC	Shares	21.9KSH	$1.0M
36	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	21.5KSH	$1.0M
37	SECURIAN ASSET MANAGEMENT, INC	Shares	18.7KSH	$968.4K
38	BURNEY CO/	Shares	18.7KSH	$882.4K
39	Crossmark Global Holdings, Inc.	Shares	17.3KSH	$816.1K
40	CARY STREET PARTNERS FINANCIAL LLC	Shares	17.2KSH	$812.6K
41	SteelPeak Wealth, LLC	Shares	16.8KSH	$791.2K
42	Merit Financial Group, LLC	Shares	16.8KSH	$790.6K
43	Linden Thomas Advisory Services, LLC	Shares	16.1KSH	$760.6K
44	Chesley Taft & Associates LLC	Shares	15.2KSH	$714.5K
45	ABN AMRO INVESTMENT SOLUTIONS	Shares	14.3KSH	$675.4K
46	SONATA CAPITAL GROUP INC	Shares	13.5KSH	$634.8K
47	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	13.1KSH	$616.9K
48	Unison Advisors LLC	Shares	12.8KSH	$601.7K
49	Hennion & Walsh Asset Management, Inc.	Shares	12.3KSH	$581.5K
50	INDEPENDENT FINANCIAL GROUP, LLC	Shares	12.3KSH	$580.6K

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

50 / 190 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+149.4K	+$7.0M	$7.0M
2	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+134.2K	+$6.8M	$33.6M
3	ASR Vermogensbeheer N.V. added	Shares	+125.3K	+$5.9M	$6.3M
4	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+44.8K	+$2.3M	$11.4M
5	Mirae Asset Global Investments Co., Ltd. added	Shares	+32.9K	+$1.7M	$10.1M
6	D.A. DAVIDSON & CO. added	Shares	+20.9K	+$1.0M	$2.7M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.0K	+$941.0K	$3.4M
8	Confluence Wealth Services, Inc. added	Shares	+12.3K	+$605.0K	$2.0M
9	IFM Investors Pty Ltd added	Shares	+9.6K	+$489.4K	$2.6M
10	Sivia Capital Partners, LLC new	Shares	+9.8K	+$461.7K	$461.7K
11	OLD NATIONAL BANCORP /IN/ added	Shares	+6.9K	+$449.6K	$7.8M
12	Quantum Financial Advisors, LLC new	Shares	+8.7K	+$411.8K	$411.8K
13	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+6.7K	+$322.6K	$675.4K
14	Eastover Investment Advisors LLC added	Shares	+4.4K	+$308.4K	$6.4M
15	Sound Income Strategies, LLC added	Shares	+3.1K	+$294.8K	$7.4M
16	BENJAMIN EDWARDS INC added	Shares	+5.4K	+$287.4K	$2.4M
17	WADDELL & ASSOCIATES, LLC new	Shares	+6.0K	+$284.7K	$284.7K
18	Merit Financial Group, LLC added	Shares	+4.1K	+$203.1K	$790.6K
19	PFG Investments, LLC added	Shares	+2.6K	+$159.4K	$2.4M
20	NorthCrest Asset Manangement, LLC added	Shares	+2.3K	+$128.4K	$362.2K
21	WOLFF WIESE MAGANA LLC new	Shares	+2.3K	+$108.5K	$108.5K
22	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-142	+$96.4K	$968.4K
23	PhiloSmith Capital Corp trimmed	Shares	-500	+$80.5K	$6.3M
24	Accurate Wealth Management, LLC added	Shares	+1.1K	+$73.8K	$483.9K
25	Applied Capital LLC/FL added	Shares	+986	+$67.5K	$1.3M
26	Louisiana State Employees Retirement System unchanged	Shares	0	+$57.7K	$3.5M
27	Swedbank AB unchanged	Shares	0	+$46.3K	$2.8M
28	HM PAYSON & CO added	Shares	+950	+$45.6K	$91.7K
29	Cape Investment Advisory, Inc. new	Shares	+959	+$45.2K	$45.2K
30	Atlatl Advisers LLC new	Shares	+886	+$41.8K	$41.8K
31	Vigilare Wealth Management unchanged	Shares	0	+$39.3K	$2.4M
32	Davis Capital Management added	Shares	+565	+$35.1K	$536.8K
33	GAMMA Investing LLC added	Shares	+553	+$33.6K	$481.5K
34	Lantz Financial LLC added	Shares	+80	+$31.7K	$1.7M
35	Sequoia Financial Advisors, LLC added	Shares	+504	+$30.0K	$399.7K
36	Versant Capital Management, Inc added	Shares	+579	+$29.2K	$139.3K
37	FIRST HORIZON CORP added	Shares	+503	+$23.7K	$24.3K
38	B. Riley Wealth Advisors, Inc. added	Shares	+226	+$20.4K	$252.2K
39	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$19.8K	$1.2M
40	SteelPeak Wealth, LLC added	Shares	+68	+$16.2K	$791.2K
41	Unison Advisors LLC added	Shares	+126	+$15.8K	$601.7K
42	Wealth Enhancement Trust Services, Inc. added	Shares	+269	+$12.7K	$14.2K
43	Linden Thomas Advisory Services, LLC trimmed	Shares	-19	+$11.7K	$760.6K
44	True Wealth Design, LLC added	Shares	+212	+$10.6K	$45.9K
45	SONATA CAPITAL GROUP INC unchanged	Shares	0	+$10.5K	$634.8K
46	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV unchanged	Shares	0	+$10.2K	$616.9K
47	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+8	+$10.0K	$580.6K
48	GODSEY & GIBB, INC unchanged	Shares	0	+$9.6K	$578.7K
49	Sterling Investment Counsel, LLC added	Shares	+36	+$9.0K	$443.4K
50	United Asset Strategies, Inc. unchanged	Shares	0	+$8.2K	$493.0K

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