Filing Research | HAYW - HAYWARD HLDGS INC Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Birch Hill Investment Advisors LLC	Shares	304.2KSH	$5.3M
2	Police & Firemen's Retirement System of New Jersey	Shares	95.8KSH	$1.7M
3	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	88.3KSH	$1.5M
4	Louisiana State Employees Retirement System	Shares	87.5KSH	$1.5M
5	PineStone Asset Management Inc.	Shares	65.6KSH	$1.1M
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	54.1KSH	$936.1K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	53.6KSH	$853.7K
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	47.3KSH	$819.3K
9	EXCHANGE TRADED CONCEPTS, LLC	Shares	18.6KSH	$322.7K
10	ZWJ INVESTMENT COUNSEL INC	Shares	17.9KSH	$310.5K
11	Hennion & Walsh Asset Management, Inc.	Shares	17.0KSH	$295.0K
12	STEPH & CO	Shares	6.7KSH	$115.8K
13	GAMMA Investing LLC	Shares	4.8KSH	$82.4K
14	EverSource Wealth Advisors, LLC	Shares	4.7KSH	$80.7K
15	Versant Capital Management, Inc	Shares	3.5KSH	$60.4K
16	Davis Capital Management	Shares	2.2KSH	$37.3K
17	Farther Finance Advisors, LLC	Shares	1.6KSH	$27.8K
18	IFP Advisors, Inc	Shares	1.5KSH	$25.5K
19	SIGNATUREFD, LLC	Shares	1.0KSH	$17.8K
20	True Wealth Design, LLC	Shares	710SH	$12.3K
21	SJS Investment Consulting Inc.	Shares	493SH	$8.5K
22	Wealth Enhancement Trust Services, Inc.	Shares	294SH	$5.1K
23	JFS WEALTH ADVISORS, LLC	Shares	171SH	$3.0K
24	Activest Wealth Management	Shares	146SH	$2.5K
25	Ares Financial Consulting, LLC	Shares	123SH	$2.1K
26	Fortitude Family Office, LLC	Shares	111SH	$1.9K
27	FARMERS & MERCHANTS INVESTMENTS INC	Shares	100SH	$1.7K
28	Handelsbanken Fonder AB	Shares	85.5KSH	$1.5K
29	MassMutual Private Wealth & Trust, FSB	Shares	82SH	$1.4K
30	State of Alaska, Department of Revenue	Shares	79.2KSH	$1.4K
31	WEBSTER BANK, N. A.	Shares	67SH	$1.2K
32	Creative Capital Management Investments LLC	Shares	66SH	$1.1K
33	PROATHLETE WEALTH MANAGEMENT LLC	Shares	60SH	$1.0K
34	AMALGAMATED BANK	Shares	57.6KSH	$997
35	WOLFF WIESE MAGANA LLC	Shares	50SH	$866
36	Sachetta, LLC	Shares	46SH	$797
37	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	41.2KSH	$713
38	DiNuzzo Private Wealth, Inc.	Shares	29SH	$502
39	GILPIN WEALTH MANAGEMENT, LLC	Shares	25SH	$433
40	Cromwell Holdings LLC	Shares	23SH	$398
41	Owl Creek Wealth Partners LLC	Shares	20SH	$347
42	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	11SH	$190
43	LRI Investments, LLC	Shares	10SH	$173
44	MARYLAND CAPITAL ADVISORS INC.	Shares	2SH	$35

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

50 / 50 loaded

#		Instrument
1	Birch Hill Investment Advisors LLC trimmed	Shares	-20.0K	+$927.8K	$5.3M
2	Police & Firemen's Retirement System of New Jersey added	Shares	+6.9K	+$469.4K	$1.7M
3	Louisiana State Employees Retirement System trimmed	Shares	-1.0K	+$330.5K	$1.5M
4	Hennion & Walsh Asset Management, Inc. new	Shares	+17.0K	+$295.0K	$295.0K
5	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-5.1K	+$279.2K	$1.5M
6	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+297	+$216.5K	$936.1K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.0K	+$159.2K	$819.3K
8	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.8K	+$97.6K	$322.7K
9	ZWJ INVESTMENT COUNSEL INC added	Shares	+235	+$73.6K	$310.5K
10	Davis Capital Management new	Shares	+2.2K	+$37.3K	$37.3K
11	GAMMA Investing LLC added	Shares	+1.2K	+$34.7K	$82.4K
12	STEPH & CO added	Shares	+559	+$33.8K	$115.8K
13	EverSource Wealth Advisors, LLC added	Shares	+149	+$20.3K	$80.7K
14	Versant Capital Management, Inc unchanged	Shares	0	+$13.7K	$60.4K
15	SIGNATUREFD, LLC added	Shares	+478	+$10.4K	$17.8K
16	True Wealth Design, LLC added	Shares	+461	+$9.0K	$12.3K
17	Wealth Enhancement Trust Services, Inc. new	Shares	+294	+$5.1K	$5.1K
18	SJS Investment Consulting Inc. added	Shares	+92	+$3.2K	$8.5K
19	Ares Financial Consulting, LLC new	Shares	+123	+$2.1K	$2.1K
20	JFS WEALTH ADVISORS, LLC added	Shares	+48	+$1.3K	$3.0K
21	Activest Wealth Management added	Shares	+55	+$1.3K	$2.5K
22	WEBSTER BANK, N. A. new	Shares	+67	+$1.2K	$1.2K
23	Creative Capital Management Investments LLC new	Shares	+66	+$1.1K	$1.1K
24	MassMutual Private Wealth & Trust, FSB added	Shares	+54	+$1.0K	$1.4K
25	WOLFF WIESE MAGANA LLC new	Shares	+50	+$866	$866
26	Sachetta, LLC new	Shares	+46	+$797	$797
27	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$393	$1.7K
28	Fortitude Family Office, LLC trimmed	Shares	-7	+$342	$1.9K
29	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+14	+$285	$433
30	PROATHLETE WEALTH MANAGEMENT LLC unchanged	Shares	0	+$236	$1.0K
31	AMALGAMATED BANK trimmed	Shares	-3.4K	+$180	$997
32	LRI Investments, LLC new	Shares	+10	+$173	$173
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-404	+$156	$713
34	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$113	$502
35	Cromwell Holdings LLC unchanged	Shares	0	+$90	$398
36	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+1	+$46	$190
37	Handelsbanken Fonder AB trimmed	Shares	-22.3K	+$38	$1.5K
38	State of Alaska, Department of Revenue trimmed	Shares	-32.8K	-$127	$1.4K
39	Vermillion Wealth Management, Inc. exited	Shares	-10	-$134	$0
40	Owl Creek Wealth Partners LLC trimmed	Shares	-20	-$189	$347
41	IFP Advisors, Inc trimmed	Shares	-520	-$1.2K	$25.5K
42	Sound Income Strategies, LLC exited	Shares	-248	-$3.3K	$0
43	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-427	-$5.7K	$0
44	Farther Finance Advisors, LLC trimmed	Shares	-1.2K	-$9.8K	$27.8K
45	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-20.1K	-$132.6K	$853.7K
46	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-10.1K	-$135.0K	$0
47	PineStone Asset Management Inc. trimmed	Shares	-37.6K	-$245.4K	$1.1M
48	Merit Financial Group, LLC exited	Shares	-19.7K	-$263.3K	$0
49	EQUITABLE TRUST CO exited	Shares	-53.3K	-$713.3K	$0
50	DIVERSIFIED MANAGEMENT INC exited	Shares	-104.6K	-$1.4M	$0