Filing Research | HOG - HARLEY DAVIDSON INC Institutional Holdings

Snapshot holdings

50 / 92 loaded

#		Instrument	quantity
1	Pine Valley Investments Ltd Liability Co	Shares	1.3MSH	$32.5M
2	RVW Wealth, LLC	Shares	604.1KSH	$14.8M
3	Pine Valley Investments Ltd Liability Co	CALL	367.6KPRN	$9.0M
4	Oak Thistle LLC	Shares	39.4KSH	$963.8K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	38.1KSH	$958.1K
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	32.1KSH	$785.5K
7	Police & Firemen's Retirement System of New Jersey	Shares	31.1KSH	$760.9K
8	Louisiana State Employees Retirement System	Shares	30.8KSH	$753.4K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	25.2KSH	$616.4K
10	Diversified Trust Co	Shares	24.6KSH	$601.5K
11	Crossmark Global Holdings, Inc.	Shares	16.1KSH	$394.1K
12	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	13.8KSH	$336.7K
13	Merit Financial Group, LLC	Shares	12.8KSH	$312.9K
14	CHICAGO TRUST Co NA	Shares	11.0KSH	$268.5K
15	EXCHANGE TRADED CONCEPTS, LLC	Shares	10.6KSH	$258.6K
16	Prospera Financial Services Inc	Shares	9.1KSH	$223.5K
17	SECURIAN ASSET MANAGEMENT, INC	Shares	7.8KSH	$206.3K
18	GAMMA Investing LLC	Shares	6.9KSH	$167.6K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	6.8KSH	$164.6K
20	CoreCap Advisors, LLC	Shares	6.3KSH	$155.1K
21	Farther Finance Advisors, LLC	Shares	4.6KSH	$113.2K
22	Hilltop National Bank	Shares	3.3KSH	$80.2K
23	Investors Research Corp	Shares	2.0KSH	$49.7K
24	Mirae Asset Global Investments Co., Ltd.	Shares	1.7KSH	$41.9K
25	Versant Capital Management, Inc	Shares	1.6KSH	$39.8K
26	SBI Securities Co., Ltd.	Shares	1.5KSH	$37.7K
27	SALEM INVESTMENT COUNSELORS INC	Shares	1.4KSH	$34.6K
28	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$31.2K
29	ARMSTRONG ADVISORY GROUP, INC	Shares	1.2KSH	$30.0K
30	GILPIN WEALTH MANAGEMENT, LLC	Shares	1.0KSH	$24.5K
31	Triumph Capital Management	Shares	920SH	$22.5K
32	Blue Trust, Inc.	Shares	837SH	$20.5K
33	Hickory Point Bank & Trust	Shares	680SH	$16.6K
34	FIRST UNITED BANK & TRUST	Shares	660SH	$16.1K
35	IFP Advisors, Inc	Shares	656SH	$16.0K
36	Allied Private Wealth LLC	Shares	500SH	$12.7K
37	ELEVATION WEALTH PARTNERS, LLC	Shares	482SH	$11.8K
38	Cedar Mountain Advisors, LLC	Shares	456SH	$11.2K
39	Moisand Fitzgerald Tamayo, LLC	Shares	415SH	$10.2K
40	COUNTRY TRUST BANK	Shares	400SH	$9.8K
41	VIMA LLC	Shares	400SH	$9.8K
42	SIGNATUREFD, LLC	Shares	350SH	$8.6K
43	HIGHLINE WEALTH PARTNERS LLC	Shares	329SH	$8.0K
44	PFS Partners, LLC	Shares	301SH	$7.4K
45	Fortis Group Advisors, LLC	Shares	290SH	$7.1K
46	JFS WEALTH ADVISORS, LLC	Shares	269SH	$6.6K
47	MassMutual Private Wealth & Trust, FSB	Shares	251SH	$6.1K
48	Atlatl Advisers LLC	Shares	250SH	$6.1K
49	Strategic Investment Solutions, Inc. /IL	Shares	244SH	$6.0K
50	LANARK FINANCIAL, INC.	Shares	220SH	$5.4K

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

50 / 97 loaded

#		Instrument
1	RVW Wealth, LLC new	Shares	+604.1K	+$14.8M	$14.8M
2	Pine Valley Investments Ltd Liability Co trimmed	CALL	-3.1K	+$1.5M	$9.0M
3	Oak Thistle LLC new	Shares	+39.4K	+$963.8K	$963.8K
4	Diversified Trust Co new	Shares	+24.6K	+$601.5K	$601.5K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.8K	+$493.6K	$958.1K
6	Merit Financial Group, LLC new	Shares	+12.8K	+$312.9K	$312.9K
7	Prospera Financial Services Inc new	Shares	+9.1K	+$223.5K	$223.5K
8	GAMMA Investing LLC added	Shares	+2.2K	+$73.8K	$167.6K
9	Louisiana State Employees Retirement System trimmed	Shares	-3.5K	+$59.8K	$753.4K
10	Crossmark Global Holdings, Inc. trimmed	Shares	-487	+$58.5K	$394.1K
11	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC unchanged	Shares	0	+$58.4K	$336.7K
12	CHICAGO TRUST Co NA unchanged	Shares	0	+$46.5K	$268.5K
13	Hilltop National Bank added	Shares	+1.5K	+$44.7K	$80.2K
14	Mirae Asset Global Investments Co., Ltd. new	Shares	+1.7K	+$41.9K	$41.9K
15	Versant Capital Management, Inc added	Shares	+1.5K	+$36.4K	$39.8K
16	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-846	+$32.3K	$206.3K
17	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-5.2K	+$30.7K	$785.5K
18	Farther Finance Advisors, LLC added	Shares	+206	+$23.3K	$113.2K
19	EverSource Wealth Advisors, LLC added	Shares	+723	+$20.0K	$31.2K
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-4.4K	+$17.9K	$616.4K
21	Blue Trust, Inc. added	Shares	+437	+$12.4K	$20.5K
22	CoreCap Advisors, LLC trimmed	Shares	-718	+$12.4K	$155.1K
23	ELEVATION WEALTH PARTNERS, LLC new	Shares	+482	+$11.8K	$11.8K
24	Investors Research Corp unchanged	Shares	0	+$8.6K	$49.7K
25	Atlatl Advisers LLC new	Shares	+250	+$6.1K	$6.1K
26	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$6.0K	$34.6K
27	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$5.2K	$30.0K
28	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$4.2K	$24.5K
29	Valued Wealth Advisors LLC new	Shares	+150	+$3.7K	$3.7K
30	Triumph Capital Management trimmed	Shares	-19	+$3.5K	$22.5K
31	Hickory Point Bank & Trust unchanged	Shares	0	+$2.9K	$16.6K
32	IFP Advisors, Inc added	Shares	+1	+$2.8K	$16.0K
33	FIRST UNITED BANK & TRUST unchanged	Shares	0	+$2.8K	$16.1K
34	Wealth Enhancement Trust Services, Inc. new	Shares	+105	+$2.6K	$2.6K
35	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$1.9K	$11.2K
36	True Wealth Design, LLC added	Shares	+68	+$1.8K	$2.4K
37	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$1.8K	$10.2K
38	COUNTRY TRUST BANK unchanged	Shares	0	+$1.7K	$9.8K
39	JFS WEALTH ADVISORS, LLC added	Shares	+20	+$1.5K	$6.6K
40	SIGNATUREFD, LLC unchanged	Shares	0	+$1.5K	$8.6K
41	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$1.4K	$8.0K
42	Creative Capital Management Investments LLC new	Shares	+53	+$1.3K	$1.3K
43	PFS Partners, LLC unchanged	Shares	0	+$1.3K	$7.4K
44	Fortis Group Advisors, LLC unchanged	Shares	0	+$1.2K	$7.1K
45	Fortitude Family Office, LLC added	Shares	+32	+$1.2K	$3.1K
46	SJS Investment Consulting Inc. added	Shares	+30	+$1.1K	$3.0K
47	Strategic Investment Solutions, Inc. /IL added	Shares	+1	+$1.1K	$6.0K
48	LANARK FINANCIAL, INC. unchanged	Shares	0	+$933	$5.4K
49	BARRETT & COMPANY, INC. unchanged	Shares	0	+$848	$4.9K
50	GHP Investment Advisors, Inc. unchanged	Shares	0	+$848	$4.9K

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