Filing Research | IDA - IDACORP INC Institutional Holdings

Snapshot holdings

50 / 122 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	467.4KSH	$70.7M
2	Arbejdsmarkedets Tillaegspension	Shares	201.8KSH	$30.5M
3	Tema ETFs LLC	Shares	196.6KSH	$29.7M
4	Tributary Capital Management, LLC	Shares	154.1KSH	$23.3M
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	89.2KSH	$13.5M
6	THOMAS STORY & SON LLC	Shares	44.2KSH	$6.7M
7	LANARK FINANCIAL, INC.	Shares	36.6KSH	$5.5M
8	BENJAMIN EDWARDS INC	Shares	28.2KSH	$4.3M
9	River Road Asset Management, LLC	Shares	27.1KSH	$4.1M
10	Police & Firemen's Retirement System of New Jersey	Shares	25.2KSH	$3.8M
11	CONGRESS ASSET MANAGEMENT CO	Shares	20.8KSH	$3.1M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.4KSH	$2.5M
13	Louisiana State Employees Retirement System	Shares	16.2KSH	$2.5M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	15.1KSH	$2.3M
15	Hennion & Walsh Asset Management, Inc.	Shares	13.4KSH	$2.0M
16	Oliver Luxxe Assets LLC	Shares	12.4KSH	$1.9M
17	Oak Thistle LLC	Shares	10.1KSH	$1.5M
18	SeaCrest Wealth Management, LLC	Shares	9.6KSH	$1.5M
19	First National Advisers, LLC	Shares	7.9KSH	$1.2M
20	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	7.4KSH	$1.1M
21	JOHNSON INVESTMENT COUNSEL INC	Shares	7.0KSH	$1.1M
22	Everhart Financial Group, Inc.	Shares	6.8KSH	$1.0M
23	FULTON BANK, N.A.	Shares	5.7KSH	$859.8K
24	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.7KSH	$856.1K
25	D.A. DAVIDSON & CO.	Shares	5.0KSH	$757.6K
26	Tumwater Wealth Management, LLC	Shares	5.0KSH	$753.6K
27	Murphy, Middleton, Hinkle & Parker, Inc.	Shares	4.9KSH	$748.5K
28	JAMES INVESTMENT RESEARCH, INC.	Shares	4.9KSH	$745.9K
29	PFG Advisors	Shares	4.8KSH	$720.2K
30	Crossmark Global Holdings, Inc.	Shares	4.3KSH	$649.2K
31	Sequoia Financial Advisors, LLC	Shares	4.2KSH	$641.4K
32	SECURIAN ASSET MANAGEMENT, INC	Shares	4.1KSH	$613.8K
33	Merit Financial Group, LLC	Shares	4.0KSH	$605.9K
34	IFM Investors Pty Ltd	Shares	4.0KSH	$598.2K
35	Welch Group, LLC	Shares	3.7KSH	$553.2K
36	SIGNATUREFD, LLC	Shares	3.5KSH	$536.2K
37	Trust Point Inc.	Shares	3.4KSH	$507.0K
38	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.2KSH	$481.0K
39	Kentucky Trust Co	Shares	3.1KSH	$469.0K
40	Farther Finance Advisors, LLC	Shares	3.1KSH	$462.6K
41	MOODY ALDRICH PARTNERS LLC	Shares	2.9KSH	$435.3K
42	Ballentine Partners, LLC	Shares	2.5KSH	$379.9K
43	Atala Financial Inc	Shares	2.5KSH	$379.6K
44	Vanguard Capital Wealth Advisors	Shares	2.2KSH	$330.9K
45	Apollon Wealth Management, LLC	Shares	2.0KSH	$307.7K
46	GATEWAY INVESTMENT ADVISERS LLC	Shares	2.0KSH	$306.5K
47	JGP Wealth Management, LLC	Shares	1.9KSH	$285.7K
48	FLAGSHIP HARBOR ADVISORS, LLC	Shares	1.8KSH	$278.0K
49	Fifth Third Wealth Advisors LLC	Shares	1.7KSH	$264.0K
50	GAMMA Investing LLC	Shares	1.7KSH	$253.0K

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

50 / 132 loaded

#		Instrument
1	Tema ETFs LLC added	Shares	+78.5K	+$12.9M	$29.7M
2	Arbejdsmarkedets Tillaegspension added	Shares	+18.0K	+$4.3M	$30.5M
3	Boston Trust Walden Corp trimmed	Shares	-12.2K	+$2.1M	$70.7M
4	Oak Thistle LLC new	Shares	+10.1K	+$1.5M	$1.5M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.4K	+$735.0K	$2.5M
6	Tributary Capital Management, LLC trimmed	Shares	-4.7K	+$612.7K	$23.3M
7	Hennion & Walsh Asset Management, Inc. added	Shares	+2.9K	+$530.9K	$2.0M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+1.6K	+$436.8K	$3.8M
9	THOMAS STORY & SON LLC trimmed	Shares	-37	+$363.1K	$6.7M
10	BENJAMIN EDWARDS INC added	Shares	+834	+$354.4K	$4.3M
11	Merit Financial Group, LLC added	Shares	+2.0K	+$325.7K	$605.9K
12	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+2.0K	+$306.5K	$306.5K
13	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+1.7K	+$250.1K	$250.1K
14	LANARK FINANCIAL, INC. trimmed	Shares	-514	+$231.0K	$5.5M
15	J.W. COLE ADVISORS, INC. new	Shares	+1.5K	+$226.9K	$226.9K
16	Kesler, Norman & Wride, LLC new	Shares	+1.5K	+$222.6K	$222.6K
17	CONGRESS ASSET MANAGEMENT CO added	Shares	+236	+$206.9K	$3.1M
18	Louisiana State Employees Retirement System added	Shares	+500	+$206.4K	$2.5M
19	Abel Hall, LLC new	Shares	+1.4K	+$205.5K	$205.5K
20	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+1.3K	+$204.1K	$204.1K
21	PFG Advisors added	Shares	+710	+$141.2K	$720.2K
22	FULTON BANK, N.A. added	Shares	+522	+$122.0K	$859.8K
23	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+200	+$90.2K	$1.1M
24	IFP Advisors, Inc added	Shares	+326	+$58.5K	$216.5K
25	Crossmark Global Holdings, Inc. added	Shares	+135	+$55.0K	$649.2K
26	SECURIAN ASSET MANAGEMENT, INC added	Shares	+200	+$52.4K	$613.8K
27	SIGNATUREFD, LLC added	Shares	+153	+$51.4K	$536.2K
28	Curated Wealth Partners LLC new	Shares	+50.0K	+$50.1K	$50.1K
29	IFM Investors Pty Ltd added	Shares	+100	+$47.2K	$598.2K
30	GAMMA Investing LLC added	Shares	+226	+$46.2K	$253.0K
31	StrongBox Wealth, LLC new	Shares	+304	+$46.0K	$46.0K
32	Tumwater Wealth Management, LLC unchanged	Shares	0	+$41.5K	$753.6K
33	Murphy, Middleton, Hinkle & Parker, Inc. unchanged	Shares	0	+$41.2K	$748.5K
34	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$41.1K	$745.9K
35	Apollon Wealth Management, LLC added	Shares	+152	+$38.7K	$307.7K
36	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-157	+$35.8K	$1.1M
37	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-84	+$35.1K	$856.1K
38	Sequoia Financial Advisors, LLC trimmed	Shares	-8	+$34.1K	$641.4K
39	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+47	+$33.2K	$481.0K
40	Everhart Financial Group, Inc. trimmed	Shares	-167	+$33.1K	$1.0M
41	QRG CAPITAL MANAGEMENT, INC. added	Shares	+126	+$31.7K	$247.0K
42	EverSource Wealth Advisors, LLC added	Shares	+125	+$31.1K	$240.3K
43	Welch Group, LLC unchanged	Shares	0	+$30.5K	$553.2K
44	Farther Finance Advisors, LLC added	Shares	+20	+$25.8K	$462.6K
45	SJS Investment Consulting Inc. added	Shares	+170	+$25.8K	$26.8K
46	MOODY ALDRICH PARTNERS LLC trimmed	Shares	-8	+$22.8K	$435.3K
47	Atala Financial Inc unchanged	Shares	0	+$22.4K	$379.6K
48	Kentucky Trust Co trimmed	Shares	-25	+$22.2K	$469.0K
49	Vanguard Capital Wealth Advisors added	Shares	+14	+$20.2K	$330.9K
50	Fifth Third Wealth Advisors LLC added	Shares	+27	+$18.4K	$264.0K

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