Filing Research | GTLS - CHART INDS INC Institutional Holdings

Snapshot holdings

50 / 66 loaded

#		Instrument	quantity
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	45.8KSH	$9.6M
2	Chicago Capital Management, LLC	Shares	53.0KSH	$8.4M
3	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	30.2KSH	$6.3M
4	Police & Firemen's Retirement System of New Jersey	Shares	21.5KSH	$4.5M
5	ABC ARBITRAGE SA	Shares	16.3KSH	$3.4M
6	Louisiana State Employees Retirement System	Shares	13.2KSH	$2.8M
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.8KSH	$2.7M
8	Marshall Financial Group, LLC	Shares	6.2KSH	$1.3M
9	SHEETS SMITH WEALTH MANAGEMENT	Shares	4.7KSH	$972.8K
10	GATEWAY INVESTMENT ADVISERS LLC	Shares	3.9KSH	$816.3K
11	MOODY NATIONAL BANK TRUST DIVISION	Shares	3.8KSH	$790.0K
12	Jefferson Bridge Capital, LLC	Shares	3.6KSH	$748.2K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.5KSH	$736.5K
14	Sequoia Financial Advisors, LLC	Shares	3.5KSH	$722.3K
15	Linden Thomas Advisory Services, LLC	Shares	3.3KSH	$679.3K
16	Crumly & Associates Inc.	Shares	2.9KSH	$595.9K
17	Crossmark Global Holdings, Inc.	Shares	2.6KSH	$535.5K
18	Boyce & Associates Wealth Consulting, Inc.	Shares	2.1KSH	$449.2K
19	MISSION WEALTH MANAGEMENT, LP	Shares	1.9KSH	$391.8K
20	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.8KSH	$367.9K
21	IFP Advisors, Inc	Shares	1.6KSH	$340.6K
22	GAMMA Investing LLC	Shares	1.6KSH	$327.6K
23	Yorktown Management & Research Co Inc	Shares	1.6KSH	$323.9K
24	Fifth Third Wealth Advisors LLC	Shares	1.4KSH	$289.6K
25	Investors Research Corp	Shares	1.4KSH	$285.4K
26	Abacus Wealth Partners, LLC	Shares	1.3KSH	$268.4K
27	Merit Financial Group, LLC	Shares	1.3KSH	$265.6K
28	Net Worth Advisory Group	Shares	1.2KSH	$250.9K
29	Venturi Wealth Management, LLC	Shares	1.1KSH	$236.9K
30	Orange Investment Advisors, Inc.	Shares	1.1KSH	$234.2K
31	Abel Hall, LLC	Shares	1.1KSH	$223.4K
32	EASTERN BANK	Shares	935SH	$195.4K
33	Activest Wealth Management	Shares	572SH	$119.5K
34	SYQUANT CAPITAL SAS	Shares	484.5KSH	$101.2K
35	MassMutual Private Wealth & Trust, FSB	Shares	328SH	$68.5K
36	Hughes Financial Services, LLC	Shares	310SH	$64.8K
37	TRUST CO OF TOLEDO NA /OH/	Shares	300SH	$62.7K
38	Versant Capital Management, Inc	Shares	162SH	$33.8K
39	Farther Finance Advisors, LLC	Shares	116SH	$24.2K
40	SIGNATUREFD, LLC	Shares	104SH	$21.7K
41	EverSource Wealth Advisors, LLC	Shares	71SH	$14.8K
42	Key FInancial Inc	Shares	61SH	$12.7K
43	VISION FINANCIAL MARKETS LLC	Shares	60SH	$12.5K
44	Fortitude Family Office, LLC	Shares	56SH	$11.7K
45	Spire Wealth Management	Shares	44SH	$9.2K
46	FARMERS & MERCHANTS INVESTMENTS INC	Shares	39SH	$8.1K
47	Owl Creek Wealth Partners LLC	Shares	35SH	$7.3K
48	Main Street Group, LTD	Shares	32SH	$6.7K
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	32.0KSH	$6.7K
50	Moisand Fitzgerald Tamayo, LLC	Shares	31SH	$6.5K

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

50 / 77 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey added	Shares	+9.3K	+$2.0M	$4.5M
2	Sequoia Financial Advisors, LLC added	Shares	+1.6K	+$334.6K	$722.3K
3	Marshall Financial Group, LLC added	Shares	+602	+$138.0K	$1.3M
4	Chicago Capital Management, LLC unchanged	Shares	0	+$87.6K	$8.4M
5	Louisiana State Employees Retirement System added	Shares	+200	+$70.3K	$2.8M
6	ABC ARBITRAGE SA unchanged	Shares	0	+$35.6K	$3.4M
7	IFP Advisors, Inc added	Shares	+134	+$31.3K	$340.6K
8	Crumly & Associates Inc. added	Shares	+57	+$18.0K	$595.9K
9	MISSION WEALTH MANAGEMENT, LP added	Shares	+35	+$11.4K	$391.8K
10	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+2	+$8.7K	$790.0K
11	Jefferson Bridge Capital, LLC unchanged	Shares	0	+$7.8K	$748.2K
12	GATEWAY INVESTMENT ADVISERS LLC trimmed	Shares	-8	+$6.9K	$816.3K
13	MassMutual Private Wealth & Trust, FSB added	Shares	+24	+$5.7K	$68.5K
14	Versant Capital Management, Inc added	Shares	+21	+$4.7K	$33.8K
15	Activest Wealth Management added	Shares	+15	+$4.4K	$119.5K
16	Linden Thomas Advisory Services, LLC trimmed	Shares	-14	+$4.2K	$679.3K
17	Yorktown Management & Research Co Inc unchanged	Shares	0	+$3.4K	$323.9K
18	Crossmark Global Holdings, Inc. trimmed	Shares	-13	+$2.9K	$535.5K
19	Hughes Financial Services, LLC added	Shares	+7	+$2.1K	$64.8K
20	Cromwell Holdings LLC new	Shares	+10	+$2.1K	$2.1K
21	Bogart Wealth, LLC added	Shares	+5	+$1.1K	$3.6K
22	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$657	$62.7K
23	CoreCap Advisors, LLC added	Shares	+3	+$634	$1.3K
24	Fortitude Family Office, LLC added	Shares	+2	+$536	$11.7K
25	FNY Investment Advisers, LLC added	Shares	+2.3K	+$475	$890
26	Handelsbanken Fonder AB added	Shares	+1.2K	+$281	$3.2K
27	Wealth Enhancement Trust Services, Inc. new	Shares	+1	+$209	$209
28	AMALGAMATED BANK added	Shares	+579	+$163	$4.2K
29	Key FInancial Inc unchanged	Shares	0	+$133	$12.7K
30	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$116	$12.5K
31	Spire Wealth Management unchanged	Shares	0	+$96	$9.2K
32	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$86	$8.1K
33	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$76	$7.3K
34	Main Street Group, LTD unchanged	Shares	0	+$70	$6.7K
35	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$68	$6.5K
36	Torren Management, LLC unchanged	Shares	0	+$55	$5.2K
37	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$44	$4.2K
38	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$30	$2.9K
39	High Note Wealth, LLC unchanged	Shares	0	+$18	$1.7K
40	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$13	$1.3K
41	Golden State Wealth Management, LLC unchanged	Shares	0	+$13	$1.3K
42	CX Institutional exited	Shares	-10	-$2	$0
43	State of Alaska, Department of Revenue trimmed	Shares	-61	-$3	$920
44	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-50	-$141	$972.8K
45	SBI Securities Co., Ltd. trimmed	Shares	-1	-$174	$3.1K
46	SJS Investment Consulting Inc. trimmed	Shares	-2	-$398	$1.5K
47	Marquette Asset Management, LLC exited	Shares	-2	-$414	$0
48	Physician Wealth Advisors, Inc. exited	Shares	-2	-$414	$0
49	Quaker Wealth Management, LLC exited	Shares	-2	-$414	$0
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-5.0K	-$955	$6.7K

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