Filing Research | GO - Grocery Outlet Holding Corp. - Common Stock Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	Red Spruce Capital, LLC	Shares	127.2KSH	$1.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	107.3KSH	$933.4K
3	Louisiana State Employees Retirement System	Shares	43.4KSH	$433.1K
4	Police & Firemen's Retirement System of New Jersey	Shares	27.0KSH	$269.9K
5	Merit Financial Group, LLC	Shares	25.8KSH	$257.3K
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	25.4KSH	$253.7K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	23.5KSH	$234.1K
8	Abel Hall, LLC	Shares	18.3KSH	$182.7K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	16.7KSH	$167.1K
10	NorthCrest Asset Manangement, LLC	Shares	13.5KSH	$137.3K
11	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	10.1KSH	$100.7K
12	GAMMA Investing LLC	Shares	8.6KSH	$85.8K
13	EverSource Wealth Advisors, LLC	Shares	3.7KSH	$36.9K
14	Farther Finance Advisors, LLC	Shares	2.3KSH	$23.2K
15	IFP Advisors, Inc	Shares	1.3KSH	$12.6K
16	ELEVATION WEALTH PARTNERS, LLC	Shares	1.2KSH	$11.5K
17	True Wealth Design, LLC	Shares	931SH	$9.3K
18	Fortitude Family Office, LLC	Shares	851SH	$8.5K
19	SJS Investment Consulting Inc.	Shares	526SH	$5.3K
20	Versant Capital Management, Inc	Shares	505SH	$5.0K
21	SIGNATUREFD, LLC	Shares	381SH	$3.8K
22	MassMutual Private Wealth & Trust, FSB	Shares	138SH	$1.4K
23	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	90.2KSH	$900
24	Wealth Enhancement Trust Services, Inc.	Shares	76SH	$758
25	Cedar Mountain Advisors, LLC	Shares	69SH	$689
26	Physician Wealth Advisors, Inc.	Shares	52SH	$519
27	Spire Wealth Management	Shares	51SH	$509
28	FARMERS & MERCHANTS INVESTMENTS INC	Shares	43SH	$429
29	State of Alaska, Department of Revenue	Shares	32.6KSH	$325
30	AMALGAMATED BANK	Shares	26.5KSH	$264
31	JFS WEALTH ADVISORS, LLC	Shares	20SH	$200
32	GILPIN WEALTH MANAGEMENT, LLC	Shares	15SH	$150
33	Abound Wealth Management	Shares	9SH	$90
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	6SH	$60
35	Davis Capital Management	Shares	5SH	$50
36	Activest Wealth Management	Shares	0SH	$0

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

37 / 37 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+84.9K	+$771.9K	$933.4K
2	Red Spruce Capital, LLC trimmed	Shares	-1.8K	+$360.0K	$1.3M
3	Merit Financial Group, LLC new	Shares	+25.8K	+$257.3K	$257.3K
4	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+9.3K	+$140.3K	$253.7K
5	NorthCrest Asset Manangement, LLC new	Shares	+13.5K	+$137.3K	$137.3K
6	Louisiana State Employees Retirement System trimmed	Shares	-100	+$126.5K	$433.1K
7	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+10.1K	+$100.7K	$100.7K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$79.2K	$269.9K
9	GAMMA Investing LLC added	Shares	+5.4K	+$63.0K	$85.8K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-811	+$63.0K	$234.1K
11	Abel Hall, LLC added	Shares	+1.2K	+$62.0K	$182.7K
12	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-70	+$48.6K	$167.1K
13	EverSource Wealth Advisors, LLC added	Shares	+3.7K	+$36.6K	$36.9K
14	Farther Finance Advisors, LLC added	Shares	+1.0K	+$14.3K	$23.2K
15	IFP Advisors, Inc added	Shares	+1.3K	+$12.6K	$12.6K
16	ELEVATION WEALTH PARTNERS, LLC added	Shares	+1.1K	+$11.0K	$11.5K
17	True Wealth Design, LLC new	Shares	+931	+$9.3K	$9.3K
18	Fortitude Family Office, LLC added	Shares	+623	+$6.9K	$8.5K
19	SJS Investment Consulting Inc. new	Shares	+526	+$5.3K	$5.3K
20	Versant Capital Management, Inc new	Shares	+505	+$5.0K	$5.0K
21	Wealth Enhancement Trust Services, Inc. new	Shares	+76	+$758	$758
22	Cedar Mountain Advisors, LLC new	Shares	+69	+$689	$689
23	SIGNATUREFD, LLC trimmed	Shares	-76	+$580	$3.8K
24	Spire Wealth Management new	Shares	+51	+$509	$509
25	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$404	$1.4K
26	Physician Wealth Advisors, Inc. added	Shares	+14	+$251	$519
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-5.2K	+$227	$900
28	JFS WEALTH ADVISORS, LLC new	Shares	+20	+$200	$200
29	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+15	+$150	$150
30	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$126	$429
31	AMALGAMATED BANK trimmed	Shares	-1.7K	+$66	$264
32	Davis Capital Management new	Shares	+5	+$50	$50
33	Abound Wealth Management unchanged	Shares	0	+$26	$90
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$19	$60
35	Activest Wealth Management new	Shares	0	$0	$0
36	State of Alaska, Department of Revenue trimmed	Shares	-15.9K	-$17	$325
37	SBI Securities Co., Ltd. exited	Shares	-18	-$127	$0