Filing Research | JBTM - JBT MAREL GROUP Institutional Holdings

Snapshot holdings

50 / 73 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	711.8KSH	$103.2M
2	CONGRESS ASSET MANAGEMENT CO	Shares	604.0KSH	$87.6M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	226.7KSH	$32.9M
4	Conestoga Capital Advisors, LLC	Shares	159.8KSH	$23.2M
5	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	83.2KSH	$12.1M
6	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	49.9KSH	$7.2M
7	Louisiana State Employees Retirement System	Shares	22.8KSH	$3.3M
8	Police & Firemen's Retirement System of New Jersey	Shares	15.7KSH	$2.3M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	14.2KSH	$2.1M
10	DAVENPORT & Co LLC	Shares	13.2KSH	$1.9M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.3KSH	$1.8M
12	BENJAMIN EDWARDS INC	Shares	12.3KSH	$1.8M
13	IFP Advisors, Inc	Shares	9.9KSH	$1.4M
14	BROWN WEALTH MANAGEMENT, LLC	Shares	8.8KSH	$1.3M
15	PineStone Asset Management Inc.	Shares	8.2KSH	$1.2M
16	Mirae Asset Global Investments Co., Ltd.	Shares	7.6KSH	$1.1M
17	Diversified Trust Co	Shares	3.8KSH	$551.6K
18	Portside Wealth Group, LLC	Shares	3.8KSH	$550.6K
19	QRG CAPITAL MANAGEMENT, INC.	Shares	3.3KSH	$478.6K
20	Baker Ellis Asset Management LLC	Shares	3.1KSH	$448.1K
21	GAMMA Investing LLC	Shares	3.0KSH	$432.4K
22	Crossmark Global Holdings, Inc.	Shares	2.4KSH	$350.2K
23	Envestnet Portfolio Solutions, Inc.	Shares	2.1KSH	$298.0K
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.1KSH	$288.9K
25	Sequoia Financial Advisors, LLC	Shares	1.9KSH	$270.3K
26	OLD NATIONAL BANCORP /IN/	Shares	1.9KSH	$269.6K
27	Sowell Financial Services LLC	Shares	1.7KSH	$246.8K
28	Cooper Financial Group	Shares	1.6KSH	$237.8K
29	Hilltop National Bank	Shares	913SH	$132.4K
30	Owl Creek Wealth Partners LLC	Shares	353SH	$51.2K
31	Versant Capital Management, Inc	Shares	185SH	$26.8K
32	Blue Trust, Inc.	Shares	182SH	$26.4K
33	Physician Wealth Advisors, Inc.	Shares	152SH	$22.0K
34	FIRST HORIZON CORP	Shares	149SH	$21.6K
35	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	117SH	$17.0K
36	Aspect Partners, LLC	Shares	113SH	$16.4K
37	EverSource Wealth Advisors, LLC	Shares	111SH	$16.1K
38	Crewe Advisors LLC	Shares	88SH	$12.8K
39	Golden State Wealth Management, LLC	Shares	80SH	$11.6K
40	Farther Finance Advisors, LLC	Shares	70SH	$10.1K
41	HIGHLINE WEALTH PARTNERS LLC	Shares	64SH	$9.3K
42	Cedar Mountain Advisors, LLC	Shares	49SH	$7.1K
43	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	48SH	$7.0K
44	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	47.0KSH	$6.8K
45	LRI Investments, LLC	Shares	47SH	$6.8K
46	ENTRUST FINANCIAL LLC	Shares	46SH	$6.7K
47	MassMutual Private Wealth & Trust, FSB	Shares	46SH	$6.7K
48	High Note Wealth, LLC	Shares	34SH	$4.9K
49	Fortitude Family Office, LLC	Shares	31SH	$4.5K
50	FARMERS & MERCHANTS INVESTMENTS INC	Shares	27SH	$3.9K

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

50 / 80 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+47.3K	+$18.2M	$103.2M
2	CONGRESS ASSET MANAGEMENT CO added	Shares	+46.6K	+$16.3M	$87.6M
3	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+74.9K	+$13.5M	$32.9M
4	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-4.2K	+$885.0K	$12.1M
5	BENJAMIN EDWARDS INC added	Shares	+4.0K	+$717.1K	$1.8M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+1.4K	+$447.4K	$2.3M
7	IFP Advisors, Inc added	Shares	+1.7K	+$391.0K	$1.4M
8	Louisiana State Employees Retirement System trimmed	Shares	-200	+$365.0K	$3.3M
9	Sequoia Financial Advisors, LLC new	Shares	+1.9K	+$270.3K	$270.3K
10	OLD NATIONAL BANCORP /IN/ new	Shares	+1.9K	+$269.6K	$269.6K
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-15	+$241.0K	$2.1M
12	Cooper Financial Group new	Shares	+1.6K	+$237.8K	$237.8K
13	Mirae Asset Global Investments Co., Ltd. added	Shares	+550	+$200.1K	$1.1M
14	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-5.2K	+$193.5K	$7.2M
15	DAVENPORT & Co LLC trimmed	Shares	-463	+$166.3K	$1.9M
16	BROWN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$151.3K	$1.3M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-505	+$146.9K	$1.8M
18	GAMMA Investing LLC added	Shares	+386	+$100.4K	$432.4K
19	Portside Wealth Group, LLC added	Shares	+145	+$83.6K	$550.6K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+406	+$74.8K	$288.9K
21	QRG CAPITAL MANAGEMENT, INC. added	Shares	+16	+$58.5K	$478.6K
22	Baker Ellis Asset Management LLC unchanged	Shares	0	+$52.9K	$448.1K
23	Crossmark Global Holdings, Inc. trimmed	Shares	-69	+$32.5K	$350.2K
24	Diversified Trust Co trimmed	Shares	-261	+$31.8K	$551.6K
25	Sowell Financial Services LLC added	Shares	+3	+$29.5K	$246.8K
26	Hilltop National Bank unchanged	Shares	0	+$15.6K	$132.4K
27	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$6.0K	$51.2K
28	Versant Capital Management, Inc added	Shares	+11	+$4.6K	$26.8K
29	Fortitude Family Office, LLC new	Shares	+31	+$4.5K	$4.5K
30	Trust Co new	Shares	+24	+$3.5K	$3.5K
31	HORIZON FINANCIAL SERVICES, LLC new	Shares	+22	+$3.2K	$3.2K
32	FIRST HORIZON CORP added	Shares	+1	+$2.7K	$21.6K
33	Blue Trust, Inc. trimmed	Shares	-4	+$2.6K	$26.4K
34	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$2.6K	$22.0K
35	WEST PACES ADVISORS INC. new	Shares	+15	+$2.2K	$2.2K
36	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$2.0K	$17.0K
37	Aspect Partners, LLC unchanged	Shares	0	+$1.9K	$16.4K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+5.9K	+$1.6K	$6.8K
39	JFS WEALTH ADVISORS, LLC added	Shares	+8	+$1.5K	$3.8K
40	Golden State Wealth Management, LLC unchanged	Shares	0	+$1.4K	$11.6K
41	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$1.4K	$7.0K
42	MassMutual Private Wealth & Trust, FSB added	Shares	+3	+$1.2K	$6.7K
43	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$1.1K	$9.3K
44	Noble Wealth Management PBC new	Shares	+7	+$1.0K	$1.0K
45	LRI Investments, LLC unchanged	Shares	0	+$805	$6.8K
46	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$787	$6.7K
47	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+4	+$648	$1.2K
48	High Note Wealth, LLC unchanged	Shares	0	+$582	$4.9K
49	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$463	$3.9K
50	Davis Capital Management new	Shares	+3	+$435	$435

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