Filing Research | IPGP - IPG PHOTONICS CORP Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	304.5KSH	$35.7M
2	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	95.9KSH	$11.3M
3	GREATMARK INVESTMENT PARTNERS, INC.	Shares	29.8KSH	$3.5M
4	MOODY NATIONAL BANK TRUST DIVISION	Shares	22.5KSH	$2.6M
5	Assenagon Asset Management S.A.	Shares	21.3KSH	$2.5M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.2KSH	$2.0M
7	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	15.6KSH	$1.8M
8	Police & Firemen's Retirement System of New Jersey	Shares	11.4KSH	$1.3M
9	D.A. DAVIDSON & CO.	Shares	11.1KSH	$1.3M
10	LANARK FINANCIAL, INC.	Shares	8.8KSH	$1.0M
11	Louisiana State Employees Retirement System	Shares	7.5KSH	$879.9K
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.0KSH	$822.5K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.1KSH	$715.3K
14	Merit Financial Group, LLC	Shares	3.7KSH	$439.7K
15	M.E. ALLISON & CO., INC.	Shares	3.4KSH	$400.1K
16	BENJAMIN EDWARDS INC	Shares	3.0KSH	$352.5K
17	Diversified Trust Co	Shares	2.9KSH	$343.7K
18	Sequoia Financial Advisors, LLC	Shares	2.4KSH	$281.0K
19	RiverPark Advisors, LLC	Shares	2.0KSH	$236.4K
20	ZWJ INVESTMENT COUNSEL INC	Shares	2.0KSH	$234.9K
21	Legacy Wealth Asset Management, LLC	Shares	1.8KSH	$214.8K
22	GAMMA Investing LLC	Shares	1.8KSH	$206.8K
23	Martin Capital Advisors, LLP	Shares	1.7KSH	$204.3K
24	SECURIAN ASSET MANAGEMENT, INC	Shares	1.8KSH	$192.0K
25	Blue Trust, Inc.	Shares	1.2KSH	$144.7K
26	Byrne Asset Management LLC	Shares	1.2KSH	$139.0K
27	SIGNATUREFD, LLC	Shares	861SH	$101.0K
28	EverSource Wealth Advisors, LLC	Shares	704SH	$82.6K
29	True Wealth Design, LLC	Shares	450SH	$52.8K
30	Union Bancaire Privee, UBP SA	Shares	500SH	$44.8K
31	Versant Capital Management, Inc	Shares	348SH	$40.8K
32	Crewe Advisors LLC	Shares	325SH	$38.1K
33	Farther Finance Advisors, LLC	Shares	285SH	$33.3K
34	Fortitude Family Office, LLC	Shares	236SH	$27.7K
35	IFP Advisors, Inc	Shares	230SH	$27.0K
36	GHP Investment Advisors, Inc.	Shares	200SH	$23.5K
37	MassMutual Private Wealth & Trust, FSB	Shares	149SH	$17.5K
38	AdvisorNet Financial, Inc	Shares	106SH	$12.4K
39	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	100SH	$11.7K
40	Abound Wealth Management	Shares	90SH	$10.6K
41	First Pacific Financial	Shares	71SH	$8.3K
42	SBI Securities Co., Ltd.	Shares	42SH	$4.9K
43	JFS WEALTH ADVISORS, LLC	Shares	36SH	$4.2K
44	Physician Wealth Advisors, Inc.	Shares	36SH	$4.2K
45	HHM Wealth Advisors, LLC	Shares	35SH	$4.1K
46	CoreCap Advisors, LLC	Shares	29SH	$3.4K
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	28.4KSH	$3.3K
48	Wealth Enhancement Trust Services, Inc.	Shares	25SH	$2.9K
49	FARMERS & MERCHANTS INVESTMENTS INC	Shares	21SH	$2.5K
50	Torren Management, LLC	Shares	18SH	$2.1K

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

50 / 66 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+88.7K	+$11.0M	$35.7M
2	Assenagon Asset Management S.A. new	Shares	+21.3K	+$2.5M	$2.5M
3	LANARK FINANCIAL, INC. added	Shares	+5.9K	+$698.3K	$1.0M
4	Diversified Trust Co new	Shares	+2.9K	+$343.7K	$343.7K
5	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+2.2K	+$316.5K	$2.6M
6	RiverPark Advisors, LLC new	Shares	+2.0K	+$236.4K	$236.4K
7	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI trimmed	Shares	-758	+$175.0K	$11.3M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+1.0K	+$146.6K	$1.3M
9	Byrne Asset Management LLC new	Shares	+1.2K	+$139.0K	$139.0K
10	D.A. DAVIDSON & CO. added	Shares	+937	+$137.8K	$1.3M
11	GREATMARK INVESTMENT PARTNERS, INC. added	Shares	+175	+$101.5K	$3.5M
12	BENJAMIN EDWARDS INC added	Shares	+493	+$64.7K	$352.5K
13	Blue Trust, Inc. added	Shares	+471	+$57.3K	$144.7K
14	Union Bancaire Privee, UBP SA new	Shares	+500	+$44.8K	$44.8K
15	Louisiana State Employees Retirement System added	Shares	+200	+$43.4K	$879.9K
16	Fortitude Family Office, LLC added	Shares	+205	+$24.1K	$27.7K
17	GHP Investment Advisors, Inc. new	Shares	+200	+$23.5K	$23.5K
18	ZWJ INVESTMENT COUNSEL INC added	Shares	+85	+$15.2K	$234.9K
19	IFP Advisors, Inc added	Shares	+82	+$10.0K	$27.0K
20	M.E. ALLISON & CO., INC. unchanged	Shares	0	+$9.3K	$400.1K
21	GAMMA Investing LLC added	Shares	+27	+$7.9K	$206.8K
22	SIGNATUREFD, LLC added	Shares	+41	+$7.0K	$101.0K
23	Martin Capital Advisors, LLP trimmed	Shares	-14	+$3.1K	$204.3K
24	Wealth Enhancement Trust Services, Inc. new	Shares	+25	+$2.9K	$2.9K
25	Creative Capital Management Investments LLC new	Shares	+15	+$1.8K	$1.8K
26	Versant Capital Management, Inc added	Shares	+5	+$1.5K	$40.8K
27	SBI Securities Co., Ltd. added	Shares	+11	+$1.4K	$4.9K
28	True Wealth Design, LLC unchanged	Shares	0	+$1.2K	$52.8K
29	Crewe Advisors LLC unchanged	Shares	0	+$887	$38.1K
30	SJS Investment Consulting Inc. added	Shares	+6	+$723	$1.5K
31	LRI Investments, LLC new	Shares	+3	+$352	$352
32	HAGER INVESTMENT MANAGEMENT SERVICES, LLC unchanged	Shares	0	+$273	$11.7K
33	Abound Wealth Management unchanged	Shares	0	+$245	$10.6K
34	State of Alaska, Department of Revenue added	Shares	+1.9K	+$238	$756
35	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-2	+$178	$17.5K
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+823	+$172	$3.3K
37	Hughes Financial Services, LLC added	Shares	+1	+$142	$1.2K
38	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$98	$4.2K
39	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$98	$4.2K
40	HHM Wealth Advisors, LLC unchanged	Shares	0	+$96	$4.1K
41	Handelsbanken Fonder AB added	Shares	+500	+$83	$1.1K
42	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$58	$2.5K
43	Torren Management, LLC unchanged	Shares	0	+$49	$2.1K
44	AMALGAMATED BANK trimmed	Shares	-60	+$24	$1.3K
45	Activest Wealth Management new	Shares	0	$0	$0
46	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
47	Premier Fund Managers Ltd trimmed	Shares	-696	-$73	$77
48	DiNuzzo Private Wealth, Inc. trimmed	Shares	-2	-$210	$822
49	CoreCap Advisors, LLC trimmed	Shares	-3	-$265	$3.4K
50	Farther Finance Advisors, LLC trimmed	Shares	-6	-$275	$33.3K

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