Filing Research | GTES - Gates Industrial Corp plc Institutional Holdings

Snapshot holdings

50 / 69 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	678.6KSH	$19.0M
2	Police & Firemen's Retirement System of New Jersey	Shares	111.4KSH	$3.1M
3	Louisiana State Employees Retirement System	Shares	111.3KSH	$3.1M
4	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	71.5KSH	$2.0M
5	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	65.5KSH	$1.8M
6	EASTERLY INVESTMENT PARTNERS LLC	Shares	64.6KSH	$1.8M
7	Oliver Luxxe Assets LLC	Shares	63.3KSH	$1.8M
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	60.2KSH	$1.7M
9	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	47.3KSH	$1.3M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	49.0KSH	$1.3M
11	Oak Thistle LLC	Shares	40.4KSH	$1.1M
12	BENJAMIN EDWARDS INC	Shares	39.3KSH	$1.1M
13	Sequoia Financial Advisors, LLC	Shares	34.1KSH	$954.2K
14	D.A. DAVIDSON & CO.	Shares	33.7KSH	$943.0K
15	Gradient Investments LLC	Shares	30.8KSH	$862.3K
16	TECTONIC ADVISORS LLC	Shares	27.2KSH	$760.3K
17	Uncommon Cents Investing LLC	Shares	26.0KSH	$726.7K
18	QRG CAPITAL MANAGEMENT, INC.	Shares	16.9KSH	$474.0K
19	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	16.9KSH	$473.0K
20	Versant Capital Management, Inc	Shares	16.2KSH	$453.3K
21	GAMMA Investing LLC	Shares	15.4KSH	$431.4K
22	Optas, LLC	Shares	14.1KSH	$394.2K
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	13.0KSH	$364.2K
24	Aaron Wealth Advisors LLC	Shares	11.4KSH	$319.1K
25	DIVERSIFIED MANAGEMENT INC	Shares	9.8KSH	$273.3K
26	Sowell Financial Services LLC	Shares	7.7KSH	$215.2K
27	Legacy Wealth Asset Management, LLC	Shares	7.4KSH	$206.5K
28	EXCHANGE TRADED CONCEPTS, LLC	Shares	6.7KSH	$188.5K
29	STEPH & CO	Shares	6.7KSH	$187.7K
30	Avanza Fonder AB	Shares	6.4KSH	$179.5K
31	SIGNATUREFD, LLC	Shares	5.1KSH	$143.0K
32	Farther Finance Advisors, LLC	Shares	3.3KSH	$93.5K
33	Davis Capital Management	Shares	1.3KSH	$37.5K
34	Cedar Mountain Advisors, LLC	Shares	653SH	$18.3K
35	Handelsbanken Fonder AB	Shares	633.3KSH	$17.7K
36	True Wealth Design, LLC	Shares	412SH	$11.5K
37	IFP Advisors, Inc	Shares	338SH	$9.5K
38	JFS WEALTH ADVISORS, LLC	Shares	314SH	$8.8K
39	SJS Investment Consulting Inc.	Shares	248SH	$6.9K
40	HIGHLINE WEALTH PARTNERS LLC	Shares	233SH	$6.5K
41	Fortitude Family Office, LLC	Shares	208SH	$5.8K
42	Sachetta, LLC	Shares	202SH	$5.7K
43	MassMutual Private Wealth & Trust, FSB	Shares	187SH	$5.2K
44	Physician Wealth Advisors, Inc.	Shares	164SH	$4.6K
45	State of Alaska, Department of Revenue	Shares	163.1KSH	$4.6K
46	FARMERS & MERCHANTS INVESTMENTS INC	Shares	140SH	$3.9K
47	LRI Investments, LLC	Shares	131SH	$3.7K
48	ALBION FINANCIAL GROUP /UT	Shares	130SH	$3.6K
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	96.9KSH	$2.7K
50	Cromwell Holdings LLC	Shares	74SH	$2.1K

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

50 / 75 loaded

#		Instrument
1	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+32.1K	+$4.4M	$19.0M
2	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+64.6K	+$1.8M	$1.8M
3	Gradient Investments LLC new	Shares	+30.8K	+$862.3K	$862.3K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+471	+$608.0K	$3.1M
5	Louisiana State Employees Retirement System trimmed	Shares	-1.3K	+$567.2K	$3.1M
6	Sequoia Financial Advisors, LLC added	Shares	+16.5K	+$554.8K	$954.2K
7	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-604	+$369.6K	$2.0M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.8K	+$338.7K	$1.3M
9	Aaron Wealth Advisors LLC new	Shares	+11.4K	+$319.1K	$319.1K
10	D.A. DAVIDSON & CO. added	Shares	+6.1K	+$319.0K	$943.0K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.6K	+$264.5K	$1.7M
12	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+100	+$255.8K	$1.3M
13	BENJAMIN EDWARDS INC added	Shares	+1.6K	+$247.3K	$1.1M
14	Legacy Wealth Asset Management, LLC new	Shares	+7.4K	+$206.5K	$206.5K
15	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-6.4K	+$206.3K	$1.8M
16	GAMMA Investing LLC added	Shares	+3.7K	+$167.3K	$431.4K
17	TECTONIC ADVISORS LLC added	Shares	+142	+$148.9K	$760.3K
18	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.4K	+$144.7K	$474.0K
19	Uncommon Cents Investing LLC trimmed	Shares	-260	+$133.4K	$726.7K
20	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+952	+$112.2K	$473.0K
21	Versant Capital Management, Inc added	Shares	+243	+$92.4K	$453.3K
22	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+533	+$81.8K	$364.2K
23	SIGNATUREFD, LLC added	Shares	+2.0K	+$72.2K	$143.0K
24	Avanza Fonder AB added	Shares	+1.7K	+$72.0K	$179.5K
25	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.0K	+$59.7K	$188.5K
26	STEPH & CO added	Shares	+111	+$38.5K	$187.7K
27	Davis Capital Management new	Shares	+1.3K	+$37.5K	$37.5K
28	Optas, LLC trimmed	Shares	-2.7K	+$14.4K	$394.2K
29	SJS Investment Consulting Inc. added	Shares	+200	+$5.9K	$6.9K
30	Farther Finance Advisors, LLC trimmed	Shares	-500	+$4.9K	$93.5K
31	IFP Advisors, Inc added	Shares	+96	+$4.0K	$9.5K
32	Sowell Financial Services LLC trimmed	Shares	-1.6K	+$4.0K	$215.2K
33	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$3.5K	$18.3K
34	Sachetta, LLC added	Shares	+82	+$2.9K	$5.7K
35	JFS WEALTH ADVISORS, LLC added	Shares	+54	+$2.9K	$8.8K
36	Physician Wealth Advisors, Inc. added	Shares	+55	+$2.1K	$4.6K
37	True Wealth Design, LLC trimmed	Shares	-14	+$1.9K	$11.5K
38	Noble Wealth Management PBC new	Shares	+58	+$1.6K	$1.6K
39	Fortitude Family Office, LLC added	Shares	+22	+$1.6K	$5.8K
40	HORIZON FINANCIAL SERVICES, LLC new	Shares	+56	+$1.6K	$1.6K
41	WEST PACES ADVISORS INC. new	Shares	+53	+$1.5K	$1.5K
42	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$1.2K	$6.5K
43	Cromwell Holdings LLC added	Shares	+33	+$1.1K	$2.1K
44	LRI Investments, LLC added	Shares	+16	+$1.1K	$3.7K
45	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.0K	$5.2K
46	Ares Financial Consulting, LLC new	Shares	+32	+$895	$895
47	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$751	$3.9K
48	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$697	$3.6K
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-1.8K	+$478	$2.7K
50	Bogart Wealth, LLC unchanged	Shares	0	+$354	$1.8K

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