Filing Research | G - GENPACT LIMITED Institutional Holdings

Snapshot holdings

50 / 90 loaded

#		Instrument	quantity
1	Arbejdsmarkedets Tillaegspension	Shares	833.1KSH	$22.9M
2	Ninety One UK Ltd	Shares	657.1KSH	$18.1M
3	Crossmark Global Holdings, Inc.	Shares	572.8KSH	$15.8M
4	Fideuram Asset Management (Ireland) dac	Shares	327.0KSH	$10.8M
5	Y-Intercept (Hong Kong) Ltd	Shares	240.0KSH	$6.6M
6	Sound Income Strategies, LLC	Shares	230.7KSH	$6.3M
7	Vest Financial, LLC	Shares	183.3KSH	$5.0M
8	Gilman Hill Asset Management, LLC	Shares	127.6KSH	$3.5M
9	Robeco Institutional Asset Management B.V.	Shares	118.4KSH	$3.3M
10	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	103.5KSH	$2.8M
11	Police & Firemen's Retirement System of New Jersey	Shares	71.8KSH	$2.0M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	75.0KSH	$1.8M
13	JOHNSON INVESTMENT COUNSEL INC	Shares	55.6KSH	$1.5M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	46.2KSH	$1.3M
15	Louisiana State Employees Retirement System	Shares	46.1KSH	$1.3M
16	QRG CAPITAL MANAGEMENT, INC.	Shares	42.9KSH	$1.2M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	37.7KSH	$1.0M
18	Davis Capital Management	Shares	34.3KSH	$943.3K
19	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	31.7KSH	$871.4K
20	Sawyer & Company, Inc	Shares	30.1KSH	$826.8K
21	Envestnet Portfolio Solutions, Inc.	Shares	27.2KSH	$746.9K
22	EXCHANGE TRADED CONCEPTS, LLC	Shares	22.9KSH	$629.0K
23	FIRST CITIZENS BANK & TRUST CO	Shares	19.8KSH	$545.0K
24	Wedmont Private Capital	Shares	18.2KSH	$533.2K
25	Sylvest Advisors, LLC	Shares	19.1KSH	$524.6K
26	Sequoia Financial Advisors, LLC	Shares	17.8KSH	$489.7K
27	Gallacher Capital Management LLC	Shares	17.3KSH	$475.3K
28	Aaron Wealth Advisors LLC	Shares	16.9KSH	$465.4K
29	NorthCrest Asset Manangement, LLC	Shares	12.8KSH	$380.6K
30	BURNEY CO/	Shares	13.1KSH	$361.2K
31	SECURIAN ASSET MANAGEMENT, INC	Shares	11.6KSH	$358.0K
32	Merit Financial Group, LLC	Shares	11.8KSH	$325.3K
33	STEPH & CO	Shares	11.7KSH	$322.3K
34	GAMMA Investing LLC	Shares	11.5KSH	$315.3K
35	Morningstar Investment Management LLC	Shares	7.8KSH	$292.4K
36	Counterpoint Mutual Funds LLC	Shares	10.5KSH	$288.2K
37	Abel Hall, LLC	Shares	8.8KSH	$242.2K
38	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	8.5KSH	$233.8K
39	UHLMANN PRICE SECURITIES, LLC	Shares	8.1KSH	$221.8K
40	SIGNATUREFD, LLC	Shares	7.8KSH	$215.8K
41	Platform Technology Partners	Shares	7.4KSH	$202.9K
42	Farther Finance Advisors, LLC	Shares	6.6KSH	$182.6K
43	Versant Capital Management, Inc	Shares	5.4KSH	$147.4K
44	IFP Advisors, Inc	Shares	4.5KSH	$122.5K
45	EverSource Wealth Advisors, LLC	Shares	3.6KSH	$99.5K
46	True Wealth Design, LLC	Shares	2.4KSH	$65.9K
47	Blue Trust, Inc.	Shares	1.8KSH	$50.1K
48	City State Bank	Shares	1.7KSH	$46.0K
49	Global X Japan Co., Ltd.	Shares	1.6KSH	$45.2K
50	SJS Investment Consulting Inc.	Shares	1.2KSH	$34.0K

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

50 / 105 loaded

#		Instrument
1	Ninety One UK Ltd new	Shares	+657.1K	+$18.1M	$18.1M
2	Fideuram Asset Management (Ireland) dac new	Shares	+327.0K	+$10.8M	$10.8M
3	Sound Income Strategies, LLC new	Shares	+230.7K	+$6.3M	$6.3M
4	Y-Intercept (Hong Kong) Ltd added	Shares	+184.3K	+$4.5M	$6.6M
5	Robeco Institutional Asset Management B.V. added	Shares	+54.4K	+$872.7K	$3.3M
6	Wedmont Private Capital new	Shares	+18.2K	+$533.2K	$533.2K
7	Gallacher Capital Management LLC new	Shares	+17.3K	+$475.3K	$475.3K
8	STEPH & CO new	Shares	+11.7K	+$322.3K	$322.3K
9	Abel Hall, LLC new	Shares	+8.8K	+$242.2K	$242.2K
10	Platform Technology Partners new	Shares	+7.4K	+$202.9K	$202.9K
11	Aaron Wealth Advisors LLC added	Shares	+6.5K	+$76.0K	$465.4K
12	Sequoia Financial Advisors, LLC added	Shares	+6.5K	+$69.3K	$489.7K
13	ELEVATION WEALTH PARTNERS, LLC added	Shares	+676	+$16.9K	$23.4K
14	FIRST HORIZON CORP added	Shares	+332	+$9.0K	$9.6K
15	Sachetta, LLC new	Shares	+265	+$7.3K	$7.3K
16	Owl Creek Wealth Partners LLC new	Shares	+165	+$4.5K	$4.5K
17	Physician Wealth Advisors, Inc. new	Shares	+156	+$4.3K	$4.3K
18	Dogwood Wealth Management LLC new	Shares	+102	+$2.8K	$2.8K
19	Cape Investment Advisory, Inc. new	Shares	+92	+$2.5K	$2.5K
20	Bogart Wealth, LLC new	Shares	+49	+$1.3K	$1.3K
21	Hughes Financial Services, LLC added	Shares	+50	+$1.3K	$1.5K
22	Fortitude Family Office, LLC added	Shares	+64	+$1.3K	$3.1K
23	Creative Capital Management Investments LLC new	Shares	+25	+$688	$688
24	LRI Investments, LLC new	Shares	+9	+$248	$248
25	Mosley Wealth Management new	Shares	+6	+$165	$165
26	CoreCap Advisors, LLC new	Shares	+4	+$110	$110
27	HIGHLINE WEALTH PARTNERS LLC added	Shares	+32	+$80	$3.1K
28	SBI Securities Co., Ltd. new	Shares	+2	+$55	$55
29	Morningstar Investment Management LLC unchanged	Shares	0	$0	$292.4K
30	Raleigh Capital Management Inc. unchanged	Shares	0	-$4	$11
31	GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ trimmed	Shares	-163	-$29	$65
32	TFC Financial Management, Inc. exited	Shares	-1	-$38	$0
33	3 FACTOR INDEXING, LLC trimmed	Shares	-1	-$47	$28
34	Vermillion Wealth Management, Inc. exited	Shares	-6	-$224	$0
35	DiNuzzo Private Wealth, Inc. trimmed	Shares	-2	-$289	$605
36	Ares Financial Consulting, LLC added	Shares	+1	-$399	$1.1K
37	Retirement Wealth Solutions LLC trimmed	Shares	-6	-$409	$523
38	CX Institutional added	Shares	+33.6K	-$485	$4.9K
39	Cromwell Holdings LLC trimmed	Shares	-9	-$501	$468
40	Handelsbanken Fonder AB trimmed	Shares	-2.7K	-$643	$1.5K
41	AMALGAMATED BANK trimmed	Shares	-2.8K	-$788	$1.9K
42	TEALWOOD ASSET MANAGEMENT INC exited	Shares	-22.2K	-$826	$0
43	EASTERN BANK unchanged	Shares	0	-$975	$2.8K
44	PARK AVENUE SECURITIES LLC trimmed	Shares	-14.9K	-$1.1K	$1.4K
45	JFS WEALTH ADVISORS, LLC trimmed	Shares	-1	-$1.3K	$3.5K
46	Global X Japan Co., Ltd. added	Shares	+392	-$1.4K	$45.2K
47	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-3	-$1.5K	$3.9K
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-2.0K	-$1.6K	$4.2K
49	High Note Wealth, LLC trimmed	Shares	-27	-$1.6K	$1.8K
50	AdvisorNet Financial, Inc trimmed	Shares	-2	-$1.8K	$4.8K

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