Filing Research | FOUR - SHIFT4 PMTS INC Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	2.2MSH	$105.5M
2	Oak Thistle LLC	Shares	31.6KSH	$1.5M
3	Register Financial Advisors LLC	Shares	28.2KSH	$1.4M
4	Police & Firemen's Retirement System of New Jersey	Shares	27.8KSH	$1.4M
5	INDEPENDENT FINANCIAL GROUP, LLC	Shares	24.5KSH	$1.2M
6	Triumph Capital Management	Shares	17.9KSH	$868.8K
7	Louisiana State Employees Retirement System	Shares	17.2KSH	$836.6K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	16.2KSH	$788.0K
9	Farther Finance Advisors, LLC	Shares	15.2KSH	$736.9K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	14.1KSH	$683.6K
11	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	12.0KSH	$584.7K
12	FLAGSHIP HARBOR ADVISORS, LLC	Shares	7.8KSH	$380.1K
13	Yorktown Management & Research Co Inc	Shares	5.7KSH	$277.2K
14	BFSG, LLC	Shares	5.7KSH	$275.8K
15	JCSD Capital, LLC	Shares	5.5KSH	$268.0K
16	1620 INVESTMENT ADVISORS, INC.	Shares	5.3KSH	$259.3K
17	FULTON BANK, N.A.	Shares	4.8KSH	$231.5K
18	SBI Securities Co., Ltd.	Shares	4.7KSH	$228.6K
19	J.W. COLE ADVISORS, INC.	Shares	4.6KSH	$224.6K
20	SECURIAN ASSET MANAGEMENT, INC	Shares	4.3KSH	$217.8K
21	MN Wealth Advisors, LLC	Shares	4.0KSH	$196.7K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	3.1KSH	$150.3K
23	IFP Advisors, Inc	Shares	2.9KSH	$142.8K
24	Provenance Wealth Advisors, LLC	Shares	1.3KSH	$65.1K
25	Crewe Advisors LLC	Shares	779SH	$37.9K
26	GAMMA Investing LLC	Shares	759SH	$36.9K
27	Versant Capital Management, Inc	Shares	707SH	$34.4K
28	Bank of New Hampshire	Shares	617SH	$30.0K
29	SIGNATUREFD, LLC	Shares	589SH	$28.6K
30	Blue Trust, Inc.	Shares	563SH	$27.4K
31	Allied Private Wealth LLC	Shares	400SH	$19.1K
32	LRI Investments, LLC	Shares	274SH	$13.3K
33	Mirae Asset Global Investments Co., Ltd.	Shares	212SH	$10.3K
34	ELEVATION WEALTH PARTNERS, LLC	Shares	191SH	$9.3K
35	LANARK FINANCIAL, INC.	Shares	150SH	$7.3K
36	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	Shares	131.5KSH	$6.4K
37	SALEM INVESTMENT COUNSELORS INC	Shares	66SH	$3.2K
38	EverSource Wealth Advisors, LLC	Shares	65SH	$3.2K
39	Owl Creek Wealth Partners LLC	Shares	62SH	$3.0K
40	FARMERS & MERCHANTS INVESTMENTS INC	Shares	56SH	$2.7K
41	SJS Investment Consulting Inc.	Shares	56SH	$2.7K
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	52.9KSH	$2.6K
43	Main Street Group, LTD	Shares	50SH	$2.4K
44	True Wealth Design, LLC	Shares	47SH	$2.3K
45	AMALGAMATED BANK	Shares	26.4KSH	$1.3K
46	VISION FINANCIAL MARKETS LLC	Shares	25SH	$1.2K
47	Bogart Wealth, LLC	Shares	23SH	$1.1K
48	MassMutual Private Wealth & Trust, FSB	Shares	23SH	$1.1K
49	Handelsbanken Fonder AB	Shares	20.2KSH	$983
50	SRH ADVISORS, LLC	Shares	20SH	$973

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

50 / 66 loaded

#		Instrument
1	Oak Thistle LLC new	Shares	+31.6K	+$1.5M	$1.5M
2	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+5.5K	+$300.2K	$584.7K
3	Yorktown Management & Research Co Inc new	Shares	+5.7K	+$277.2K	$277.2K
4	JCSD Capital, LLC added	Shares	+5.0K	+$245.7K	$268.0K
5	FULTON BANK, N.A. new	Shares	+4.8K	+$231.5K	$231.5K
6	Triumph Capital Management added	Shares	+2.6K	+$201.5K	$868.8K
7	BFSG, LLC added	Shares	+2.2K	+$126.1K	$275.8K
8	1620 INVESTMENT ADVISORS, INC. added	Shares	+2.0K	+$113.6K	$259.3K
9	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-706	+$105.7K	$1.4M
10	Farther Finance Advisors, LLC trimmed	Shares	-40	+$89.3K	$736.9K
11	SBI Securities Co., Ltd. added	Shares	+886	+$61.8K	$228.6K
12	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+140	+$44.5K	$380.1K
13	Versant Capital Management, Inc new	Shares	+707	+$34.4K	$34.4K
14	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-2.0K	+$33.0K	$1.2M
15	MN Wealth Advisors, LLC added	Shares	+270	+$31.7K	$196.7K
16	SIGNATUREFD, LLC added	Shares	+236	+$13.2K	$28.6K
17	ELEVATION WEALTH PARTNERS, LLC new	Shares	+191	+$9.3K	$9.3K
18	Blue Trust, Inc. added	Shares	+93	+$6.8K	$27.4K
19	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$6.6K	$65.1K
20	Crewe Advisors LLC unchanged	Shares	0	+$3.8K	$37.9K
21	SJS Investment Consulting Inc. new	Shares	+56	+$2.7K	$2.7K
22	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-591	+$2.6K	$217.8K
23	True Wealth Design, LLC new	Shares	+47	+$2.3K	$2.3K
24	GAMMA Investing LLC trimmed	Shares	-49	+$1.6K	$36.9K
25	Mirae Asset Global Investments Co., Ltd. added	Shares	+2	+$1.1K	$10.3K
26	Bogart Wealth, LLC new	Shares	+23	+$1.1K	$1.1K
27	LANARK FINANCIAL, INC. unchanged	Shares	0	+$737	$7.3K
28	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC added	Shares	+583	+$676	$6.4K
29	Retirement Wealth Solutions LLC added	Shares	+10	+$511	$730
30	HORIZON FINANCIAL SERVICES, LLC new	Shares	+10	+$486	$486
31	Cromwell Holdings LLC added	Shares	+7	+$370	$632
32	CoreCap Advisors, LLC new	Shares	+7	+$340	$340
33	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$324	$3.2K
34	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$304	$3.0K
35	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$275	$2.7K
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+147	+$266	$2.6K
37	Main Street Group, LTD unchanged	Shares	0	+$245	$2.4K
38	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$136	$1.2K
39	SRH ADVISORS, LLC unchanged	Shares	0	+$98	$973
40	Activest Wealth Management new	Shares	+2	+$97	$97
41	Handelsbanken Fonder AB trimmed	Shares	-800	+$65	$983
42	CX Institutional exited	Shares	-273	-$12	$0
43	Quaker Wealth Management, LLC trimmed	Shares	-1	-$15	$292
44	State of Alaska, Department of Revenue trimmed	Shares	-1.0K	-$16	$279
45	3 FACTOR INDEXING, LLC trimmed	Shares	-1	-$39	$49
46	Hughes Financial Services, LLC trimmed	Shares	-2	-$82	$49
47	AMALGAMATED BANK trimmed	Shares	-5.8K	-$126	$1.3K
48	Physician Wealth Advisors, Inc. trimmed	Shares	-4	-$141	$341
49	Sachetta, LLC exited	Shares	-14	-$613	$0
50	Fortitude Family Office, LLC exited	Shares	-15	-$656	$0

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