Filing Research | KMPR - KEMPER CORP Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	Fideuram Asset Management (Ireland) dac	Shares	259.3KSH	$7.8M
2	Y-Intercept (Hong Kong) Ltd	Shares	111.2KSH	$3.0M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	47.7KSH	$1.4M
4	D.A. DAVIDSON & CO.	Shares	33.6KSH	$905.6K
5	Louisiana State Employees Retirement System	Shares	25.8KSH	$695.6K
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	25.0KSH	$674.0K
7	Oak Thistle LLC	Shares	18.1KSH	$487.4K
8	Police & Firemen's Retirement System of New Jersey	Shares	17.6KSH	$475.0K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	15.9KSH	$427.6K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	14.0KSH	$376.4K
11	Tactive Advisors, LLC	Shares	11.2KSH	$302.1K
12	Merit Financial Group, LLC	Shares	9.6KSH	$258.6K
13	Sequoia Financial Advisors, LLC	Shares	8.1KSH	$217.4K
14	GAMMA Investing LLC	Shares	3.5KSH	$94.9K
15	Curated Wealth Partners LLC	Shares	65.3KSH	$72.3K
16	HM PAYSON & CO	Shares	2.5KSH	$66.1K
17	Blue Trust, Inc.	Shares	1.9KSH	$51.3K
18	IFP Advisors, Inc	Shares	1.4KSH	$38.7K
19	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$36.6K
20	True Wealth Design, LLC	Shares	730SH	$19.7K
21	LRI Investments, LLC	Shares	520SH	$14.0K
22	SJS Investment Consulting Inc.	Shares	511SH	$13.8K
23	Farther Finance Advisors, LLC	Shares	501SH	$13.5K
24	Cedar Mountain Advisors, LLC	Shares	500SH	$13.5K
25	MassMutual Private Wealth & Trust, FSB	Shares	465SH	$12.5K
26	Physician Wealth Advisors, Inc.	Shares	367SH	$9.9K
27	Owl Creek Wealth Partners LLC	Shares	360SH	$9.7K
28	TRUST CO OF TOLEDO NA /OH/	Shares	174SH	$4.7K
29	Ares Financial Consulting, LLC	Shares	116SH	$3.1K
30	SIGNATUREFD, LLC	Shares	99SH	$2.7K
31	Versant Capital Management, Inc	Shares	88SH	$2.4K
32	State of Alaska, Department of Revenue	Shares	85.1KSH	$2.3K
33	Bogart Wealth, LLC	Shares	64SH	$1.7K
34	High Note Wealth, LLC	Shares	57SH	$1.5K
35	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	54.6KSH	$1.5K
36	Fortitude Family Office, LLC	Shares	43SH	$1.2K
37	SBI Securities Co., Ltd.	Shares	32SH	$863
38	FARMERS & MERCHANTS INVESTMENTS INC	Shares	23SH	$620
39	AMALGAMATED BANK	Shares	15.8KSH	$427
40	Handelsbanken Fonder AB	Shares	14.7KSH	$396
41	Sachetta, LLC	Shares	14SH	$378
42	Creative Capital Management Investments LLC	Shares	14SH	$377
43	GHP Investment Advisors, Inc.	Shares	13SH	$351
44	FINANCIAL CONSULATE, INC	Shares	10SH	$270
45	Cromwell Holdings LLC	Shares	5SH	$135
46	JFS WEALTH ADVISORS, LLC	Shares	5SH	$135
47	Davis Capital Management	Shares	3SH	$81
48	DiNuzzo Private Wealth, Inc.	Shares	3SH	$81
49	Activest Wealth Management	Shares	1SH	$27
50	Hughes Financial Services, LLC	Shares	1SH	$27

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

50 / 56 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac new	Shares	+259.3K	+$7.8M	$7.8M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+58.1K	+$1.4M	$3.0M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+25.7K	+$729.9K	$1.4M
4	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+16.3K	+$409.5K	$674.0K
5	Tactive Advisors, LLC new	Shares	+11.2K	+$302.1K	$302.1K
6	Merit Financial Group, LLC new	Shares	+9.6K	+$258.6K	$258.6K
7	D.A. DAVIDSON & CO. added	Shares	+11.7K	+$236.9K	$905.6K
8	Curated Wealth Partners LLC new	Shares	+65.3K	+$72.3K	$72.3K
9	IFP Advisors, Inc added	Shares	+1.2K	+$30.8K	$38.7K
10	GAMMA Investing LLC added	Shares	+1.4K	+$30.0K	$94.9K
11	True Wealth Design, LLC added	Shares	+483	+$12.1K	$19.7K
12	MassMutual Private Wealth & Trust, FSB added	Shares	+344	+$8.8K	$12.5K
13	SJS Investment Consulting Inc. added	Shares	+239	+$5.5K	$13.8K
14	TRUST CO OF TOLEDO NA /OH/ new	Shares	+174	+$4.7K	$4.7K
15	Bogart Wealth, LLC new	Shares	+64	+$1.7K	$1.7K
16	Fortitude Family Office, LLC new	Shares	+43	+$1.2K	$1.2K
17	SBI Securities Co., Ltd. added	Shares	+31	+$832	$863
18	Owl Creek Wealth Partners LLC added	Shares	+60	+$538	$9.7K
19	Creative Capital Management Investments LLC new	Shares	+14	+$377	$377
20	FINANCIAL CONSULATE, INC new	Shares	+10	+$270	$270
21	Davis Capital Management new	Shares	+3	+$81	$81
22	CX Institutional exited	Shares	-398	-$12	$0
23	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$18	$135
24	Hughes Financial Services, LLC trimmed	Shares	-1	-$34	$27
25	GHP Investment Advisors, Inc. unchanged	Shares	0	-$47	$351
26	Handelsbanken Fonder AB unchanged	Shares	0	-$52	$396
27	DiNuzzo Private Wealth, Inc. trimmed	Shares	-2	-$72	$81
28	AMALGAMATED BANK trimmed	Shares	-2.2K	-$124	$427
29	Cromwell Holdings LLC trimmed	Shares	-5	-$171	$135
30	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+646	-$177	$1.5K
31	Ares Financial Consulting, LLC unchanged	Shares	0	-$356	$3.1K
32	High Note Wealth, LLC trimmed	Shares	-7	-$419	$1.5K
33	GILPIN WEALTH MANAGEMENT, LLC exited	Shares	-14	-$428	$0
34	State of Alaska, Department of Revenue trimmed	Shares	-17.0K	-$825	$2.3K
35	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-26	-$877	$620
36	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$1.8K	$13.5K
37	LRI Investments, LLC added	Shares	+2	-$1.8K	$14.0K
38	Physician Wealth Advisors, Inc. trimmed	Shares	-72	-$3.5K	$9.9K
39	Activest Wealth Management trimmed	Shares	-136	-$4.2K	$27
40	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-148	-$4.5K	$0
41	Sachetta, LLC trimmed	Shares	-171	-$5.3K	$378
42	EverSource Wealth Advisors, LLC trimmed	Shares	-74	-$7.2K	$36.6K
43	HM PAYSON & CO unchanged	Shares	0	-$8.8K	$66.1K
44	Versant Capital Management, Inc trimmed	Shares	-286	-$9.1K	$2.4K
45	Farther Finance Advisors, LLC trimmed	Shares	-389	-$13.2K	$13.5K
46	Blue Trust, Inc. trimmed	Shares	-426	-$19.9K	$51.3K
47	SIGNATUREFD, LLC trimmed	Shares	-674	-$21.0K	$2.7K
48	ELEVATION WEALTH PARTNERS, LLC exited	Shares	-794	-$24.3K	$0
49	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+161	-$52.2K	$427.6K
50	Hilltop National Bank exited	Shares	-1.8K	-$55.0K	$0

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