Filing Research | IBP - INSTALLED BLDG PRODS INC Institutional Holdings

Snapshot holdings

50 / 85 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	163.6KSH	$37.6M
2	Pembroke Management, LTD	Shares	80.9KSH	$18.6M
3	JACOBSON & SCHMITT ADVISORS, LLC	Shares	53.0KSH	$12.2M
4	Swedbank AB	Shares	30.0KSH	$6.9M
5	Fisher Funds Management LTD	Shares	29.0KSH	$6.7M
6	Vest Financial, LLC	Shares	28.0KSH	$6.4M
7	E. Ohman J:or Asset Management AB	Shares	15.7KSH	$3.6M
8	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	15.2KSH	$3.5M
9	MOODY ALDRICH PARTNERS LLC	Shares	15.1KSH	$3.5M
10	Diversified Trust Co	Shares	11.6KSH	$2.7M
11	Salvus Wealth Management, LLC	Shares	11.3KSH	$2.6M
12	Fideuram Asset Management (Ireland) dac	Shares	10.0KSH	$2.5M
13	Radnor Capital Management, LLC	Shares	10.1KSH	$2.3M
14	Louisiana State Employees Retirement System	Shares	9.9KSH	$2.3M
15	Ausbil Investment Management Ltd	Shares	8.0KSH	$1.8M
16	Police & Firemen's Retirement System of New Jersey	Shares	7.0KSH	$1.6M
17	Trinity Financial Advisors LLC	Shares	6.5KSH	$1.5M
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.1KSH	$1.4M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.3KSH	$1.2M
20	Summit Financial Strategies, Inc.	Shares	5.2KSH	$1.2M
21	Yorktown Management & Research Co Inc	Shares	4.3KSH	$988.3K
22	BENJAMIN EDWARDS INC	Shares	3.9KSH	$898.1K
23	JAMES INVESTMENT RESEARCH, INC.	Shares	3.7KSH	$853.1K
24	Tributary Capital Management, LLC	Shares	3.2KSH	$728.8K
25	New England Research & Management, Inc.	Shares	1.9KSH	$442.4K
26	D.A. DAVIDSON & CO.	Shares	1.8KSH	$423.6K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.8KSH	$402.8K
28	BURNEY CO/	Shares	1.6KSH	$377.2K
29	First National Advisers, LLC	Shares	1.5KSH	$349.6K
30	Fifth Third Wealth Advisors LLC	Shares	1.4KSH	$329.8K
31	GAMMA Investing LLC	Shares	1.4KSH	$318.8K
32	Crossmark Global Holdings, Inc.	Shares	1.2KSH	$286.8K
33	BLUEDOOR PRIVATE WEALTH, LLC	Shares	1.2KSH	$272.4K
34	PFS Partners, LLC	Shares	1.1KSH	$262.3K
35	Monument Capital Management	Shares	1.1KSH	$261.8K
36	Sequoia Financial Advisors, LLC	Shares	1.1KSH	$250.8K
37	Revolve Wealth Partners, LLC	Shares	1.1KSH	$246.2K
38	Impact Capital Partners LLC	Shares	1.1KSH	$245.0K
39	MADDEN SECURITIES Corp	Shares	1.1KSH	$244.8K
40	Apollon Wealth Management, LLC	Shares	1.0KSH	$241.1K
41	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.0KSH	$240.6K
42	Ballentine Partners, LLC	Shares	1.0KSH	$238.3K
43	Grant Private Wealth Management Inc	Shares	1.0KSH	$237.0K
44	ARGENT CAPITAL MANAGEMENT LLC	Shares	991SH	$227.8K
45	Drucker Wealth 3.0, LLC	Shares	956SH	$219.8K
46	Legacy Wealth Asset Management, LLC	Shares	871SH	$200.2K
47	Farther Finance Advisors, LLC	Shares	303SH	$69.6K
48	SIGNATUREFD, LLC	Shares	206SH	$47.3K
49	EverSource Wealth Advisors, LLC	Shares	129SH	$29.6K
50	GHP Investment Advisors, Inc.	Shares	121SH	$27.8K

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

50 / 104 loaded

#		Instrument
1	Diversified Trust Co new	Shares	+11.6K	+$2.7M	$2.7M
2	Fideuram Asset Management (Ireland) dac new	Shares	+10.0K	+$2.5M	$2.5M
3	Tributary Capital Management, LLC new	Shares	+3.2K	+$728.8K	$728.8K
4	Ausbil Investment Management Ltd added	Shares	+3.4K	+$526.6K	$1.8M
5	MOODY ALDRICH PARTNERS LLC added	Shares	+3.7K	+$439.0K	$3.5M
6	Summit Financial Strategies, Inc. added	Shares	+2.3K	+$424.8K	$1.2M
7	BURNEY CO/ new	Shares	+1.6K	+$377.2K	$377.2K
8	First National Advisers, LLC new	Shares	+1.5K	+$349.6K	$349.6K
9	E. Ohman J:or Asset Management AB added	Shares	+3.4K	+$337.5K	$3.6M
10	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+3.2K	+$319.4K	$3.5M
11	Revolve Wealth Partners, LLC new	Shares	+1.1K	+$246.2K	$246.2K
12	Yorktown Management & Research Co Inc added	Shares	+1.4K	+$219.4K	$988.3K
13	Fifth Third Wealth Advisors LLC added	Shares	+452	+$69.2K	$329.8K
14	MADDEN SECURITIES Corp added	Shares	+222	+$21.3K	$244.8K
15	Versant Capital Management, Inc added	Shares	+56	+$11.4K	$22.3K
16	LRI Investments, LLC added	Shares	+37	+$7.8K	$13.1K
17	Creative Capital Management Investments LLC new	Shares	+7	+$1.6K	$1.6K
18	Hughes Financial Services, LLC new	Shares	+7	+$1.6K	$1.6K
19	HORIZON FINANCIAL SERVICES, LLC new	Shares	+5	+$1.1K	$1.1K
20	IFP Advisors, Inc new	Shares	+4	+$919	$919
21	Trust Co new	Shares	+4	+$919	$919
22	WEST PACES ADVISORS INC. new	Shares	+4	+$919	$919
23	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$690	$690
24	WOLFF WIESE MAGANA LLC added	Shares	+5	+$619	$4.6K
25	Financial Management Professionals, Inc. new	Shares	+2	+$460	$460
26	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+2	+$389	$920
27	Davis Capital Management new	Shares	+1	+$230	$230
28	Torren Management, LLC added	Shares	+1	+$122	$935
29	FIRST HORIZON CORP added	Shares	+1	+$88	$1.1K
30	Handelsbanken Fonder AB added	Shares	+1.1K	-$1	$1.9K
31	SBI Securities Co., Ltd. unchanged	Shares	0	-$35	$230
32	Abound Wealth Management unchanged	Shares	0	-$36	$230
33	TFC Financial Management, Inc. unchanged	Shares	0	-$36	$230
34	True Wealth Design, LLC unchanged	Shares	0	-$36	$230
35	PARK AVENUE SECURITIES LLC added	Shares	+269	-$40	$729
36	Bogart Wealth, LLC unchanged	Shares	0	-$70	$460
37	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$248	$1.6K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+635	-$253	$2.7K
39	AMALGAMATED BANK trimmed	Shares	-439	-$332	$1.4K
40	SJS Investment Consulting Inc. trimmed	Shares	-1	-$371	$690
41	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$459	$3.0K
42	Vermillion Wealth Management, Inc. exited	Shares	-3	-$795	$0
43	Physician Wealth Advisors, Inc. exited	Shares	-4	-$1.1K	$0
44	State of Alaska, Department of Revenue trimmed	Shares	-3.8K	-$1.3K	$1.7K
45	Key FInancial Inc unchanged	Shares	0	-$1.4K	$9.0K
46	High Note Wealth, LLC trimmed	Shares	-8	-$2.5K	$2.3K
47	CoreCap Advisors, LLC exited	Shares	-11	-$2.9K	$0
48	Cedar Mountain Advisors, LLC trimmed	Shares	-3	-$3.0K	$14.0K
49	SRH ADVISORS, LLC unchanged	Shares	0	-$3.0K	$19.5K
50	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$3.8K	$24.8K

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