Filing Research | J - Jacobs Solutions Inc Institutional Holdings

Snapshot holdings

50 / 208 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	2.8MSH	$357.3M
2	HENNESSY ADVISORS INC	Shares	250.5KSH	$31.6M
3	ZWJ INVESTMENT COUNSEL INC	Shares	233.5KSH	$29.4M
4	CIDEL ASSET MANAGEMENT INC	Shares	227.1KSH	$28.6M
5	Mesirow Financial Investment Management, Inc.	Shares	172.3KSH	$21.7M
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	165.4KSH	$20.8M
7	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	125.8KSH	$15.8M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	141.9KSH	$14.7M
9	Ninety One SA (PTY) Ltd	Shares	114.4KSH	$14.2M
10	Robeco Institutional Asset Management B.V.	Shares	108.6KSH	$13.7M
11	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	107.8KSH	$13.6M
12	GREENWOOD GEARHART LLC	Shares	85.7KSH	$10.8M
13	Two Point Capital Management, Inc.	Shares	76.0KSH	$9.6M
14	Telos Capital Management, Inc.	Shares	68.5KSH	$8.6M
15	Gibraltar Capital Management, Inc.	Shares	58.8KSH	$7.4M
16	Avanza Fonder AB	Shares	56.2KSH	$7.1M
17	TOTH FINANCIAL ADVISORY CORP	Shares	55.3KSH	$7.0M
18	ABN AMRO INVESTMENT SOLUTIONS	Shares	43.5KSH	$5.5M
19	Ninety One North America, Inc.	Shares	43.2KSH	$5.4M
20	LOUISBOURG INVESTMENTS INC.	Shares	53.3KSH	$5.4M
21	Demars Financial Group, LLC	Shares	43.0KSH	$5.4M
22	IFM Investors Pty Ltd	Shares	35.4KSH	$4.5M
23	LBP AM SA	Shares	34.0KSH	$4.3M
24	CARY STREET PARTNERS FINANCIAL LLC	Shares	33.7KSH	$4.2M
25	Czech National Bank	Shares	33.6KSH	$4.2M
26	Dupree Financial Group, LLC	Shares	33.3KSH	$4.2M
27	Mirae Asset Global Investments Co., Ltd.	Shares	28.8KSH	$3.6M
28	Palouse Capital Management, Inc.	Shares	27.4KSH	$3.5M
29	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	26.1KSH	$3.3M
30	NorthCrest Asset Manangement, LLC	Shares	24.8KSH	$3.1M
31	Pine Valley Investments Ltd Liability Co	Shares	22.6KSH	$2.8M
32	OLD NATIONAL BANCORP /IN/	Shares	21.8KSH	$2.7M
33	United Asset Strategies, Inc.	Shares	20.4KSH	$2.6M
34	Curated Wealth Partners LLC	Shares	104.0KSH	$2.3M
35	Police & Firemen's Retirement System of New Jersey	Shares	17.8KSH	$2.2M
36	Union Bancaire Privee, UBP SA	Shares	19.4KSH	$2.2M
37	ARMSTRONG HENRY H ASSOCIATES INC	Shares	17.1KSH	$2.2M
38	Red Spruce Capital, LLC	Shares	17.1KSH	$2.1M
39	CGN Advisors LLC	Shares	16.2KSH	$2.0M
40	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	14.0KSH	$1.8M
41	Boston Common Asset Management, LLC	Shares	13.5KSH	$1.7M
42	Malaga Cove Capital, LLC	Shares	13.4KSH	$1.7M
43	Werlinich Asset Management, LLC	Shares	13.1KSH	$1.7M
44	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.6KSH	$1.6M
45	Vest Financial, LLC	Shares	12.0KSH	$1.5M
46	Intrinsic Value Partners, LLC	Shares	10.8KSH	$1.4M
47	Assenagon Asset Management S.A.	Shares	10.6KSH	$1.3M
48	Town & Country Bank & Trust CO dba First Bankers Trust CO	Shares	10.4KSH	$1.3M
49	Apollon Wealth Management, LLC	Shares	10.2KSH	$1.3M
50	MISSION WEALTH MANAGEMENT, LP	Shares	9.7KSH	$1.2M

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

50 / 244 loaded

#		Instrument
1	Demars Financial Group, LLC new	Shares	+43.0K	+$5.4M	$5.4M
2	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+36.6K	+$4.6M	$5.5M
3	Dupree Financial Group, LLC new	Shares	+33.3K	+$4.2M	$4.2M
4	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+23.1K	+$2.8M	$13.6M
5	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+22.1K	+$2.7M	$15.8M
6	Curated Wealth Partners LLC new	Shares	+104.0K	+$2.3M	$2.3M
7	Avanza Fonder AB added	Shares	+13.6K	+$1.7M	$7.1M
8	Werlinich Asset Management, LLC new	Shares	+13.1K	+$1.7M	$1.7M
9	ZWJ INVESTMENT COUNSEL INC added	Shares	+15.2K	+$1.6M	$29.4M
10	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+13.6K	+$1.5M	$20.8M
11	MISSION WEALTH MANAGEMENT, LP new	Shares	+9.7K	+$1.2M	$1.2M
12	Palouse Capital Management, Inc. added	Shares	+9.6K	+$1.2M	$3.5M
13	LOUISBOURG INVESTMENTS INC. added	Shares	+11.4K	+$1.1M	$5.4M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.8K	+$692.6K	$14.7M
15	Ninety One North America, Inc. added	Shares	+5.4K	+$632.6K	$5.4M
16	Ninety One SA (PTY) Ltd added	Shares	+6.6K	+$630.4K	$14.2M
17	First National Advisers, LLC added	Shares	+4.6K	+$571.9K	$1.0M
18	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+4.8K	+$571.0K	$4.2M
19	GREENWOOD GEARHART LLC added	Shares	+5.2K	+$547.1K	$10.8M
20	Fideuram Asset Management (Ireland) dac new	Shares	+4.3K	+$515.6K	$515.6K
21	LBP AM SA added	Shares	+3.4K	+$395.1K	$4.3M
22	Mirae Asset Global Investments Co., Ltd. added	Shares	+3.1K	+$362.2K	$3.6M
23	Boston Common Asset Management, LLC added	Shares	+2.7K	+$320.1K	$1.7M
24	Gibraltar Capital Management, Inc. added	Shares	+2.4K	+$235.6K	$7.4M
25	IFP Advisors, Inc added	Shares	+1.8K	+$219.2K	$622.1K
26	Dorato Capital Management added	Shares	+1.6K	+$198.1K	$207.2K
27	Hennion & Walsh Asset Management, Inc. added	Shares	+1.4K	+$175.5K	$557.4K
28	Czech National Bank added	Shares	+1.6K	+$163.7K	$4.2M
29	Assenagon Asset Management S.A. added	Shares	+1.4K	+$158.9K	$1.3M
30	CoreCap Advisors, LLC added	Shares	+1.3K	+$158.4K	$190.3K
31	OFI INVEST ASSET MANAGEMENT added	Shares	+1.2K	+$144.7K	$1.0M
32	Hilltop National Bank added	Shares	+1.1K	+$143.9K	$214.5K
33	CGN Advisors LLC added	Shares	+1.2K	+$136.7K	$2.0M
34	COOKSON PEIRCE & CO INC added	Shares	+1.0K	+$123.5K	$428.9K
35	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+571	+$65.8K	$676.6K
36	ISTHMUS PARTNERS, LLC added	Shares	+443	+$52.9K	$339.2K
37	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+400	+$50.3K	$63.5K
38	B. Riley Wealth Advisors, Inc. added	Shares	+418	+$49.7K	$306.5K
39	United Asset Strategies, Inc. added	Shares	+538	+$42.3K	$2.6M
40	Red Spruce Capital, LLC added	Shares	+481	+$39.4K	$2.1M
41	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+400	+$39.2K	$1.2M
42	Tema ETFs LLC added	Shares	+290	+$31.6K	$526.2K
43	FULTON BANK, N.A. added	Shares	+334	+$31.3K	$1.1M
44	Princeton Global Asset Management LLC added	Shares	+265	+$27.1K	$650.9K
45	Dynamic Wealth Strategies, LLC added	Shares	+206	+$23.6K	$261.1K
46	Farther Finance Advisors, LLC added	Shares	+284	+$17.7K	$963.0K
47	Waycross Investment Management Co added	Shares	+196	+$16.6K	$817.5K
48	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$14.0K	$411.2K
49	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+102	+$12.9K	$12.9K
50	B. Riley Wealth Advisors, Inc. new	CALL	+100	+$12.4K	$12.4K

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