Filing Research | KNF - KNIFE RIVER CORP Institutional Holdings

Snapshot holdings

50 / 87 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	206.6KSH	$17.3M
2	Angeles Investment Advisors, LLC	Shares	101.5KSH	$8.5M
3	CONGRESS ASSET MANAGEMENT CO	Shares	87.7KSH	$7.3M
4	Hudson Value Partners, LLC	Shares	55.6KSH	$4.7M
5	MOODY ALDRICH PARTNERS LLC	Shares	39.3KSH	$3.3M
6	Register Financial Advisors LLC	Shares	25.8KSH	$2.2M
7	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	18.2KSH	$1.5M
8	Cascade Investment Advisors, Inc.	Shares	17.6KSH	$1.5M
9	D.A. DAVIDSON & CO.	Shares	17.3KSH	$1.4M
10	Police & Firemen's Retirement System of New Jersey	Shares	17.1KSH	$1.4M
11	Louisiana State Employees Retirement System	Shares	16.6KSH	$1.4M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	15.6KSH	$1.3M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.6KSH	$1.1M
14	CLARK FINANCIAL SERVICES GROUP INC /BD	Shares	13.1KSH	$1.1M
15	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	12.1KSH	$1.0M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.9KSH	$724.6K
17	Central Pacific Bank - Trust Division	Shares	7.3KSH	$608.6K
18	Golden State Wealth Management, LLC	Shares	7.1KSH	$595.8K
19	Brady Martz Wealth Solutions, LLC	Shares	7.0KSH	$586.0K
20	Cohen Capital Management, Inc.	Shares	6.6KSH	$550.4K
21	AdvisorNet Financial, Inc	Shares	5.6KSH	$465.8K
22	Forza Wealth Management, LLC	Shares	5.1KSH	$428.0K
23	LANARK FINANCIAL, INC.	Shares	5.1KSH	$423.6K
24	Apollon Wealth Management, LLC	Shares	5.0KSH	$422.1K
25	CASCADE INVESTMENT GROUP, INC.	Shares	5.0KSH	$418.3K
26	Allied Investment Advisors, LLC	Shares	4.6KSH	$386.5K
27	SECURIAN ASSET MANAGEMENT, INC	Shares	4.2KSH	$344.7K
28	IVC Wealth Advisors LLC	Shares	4.1KSH	$343.2K
29	DMKC Advisory Services, LLC	Shares	3.8KSH	$314.7K
30	Crossmark Global Holdings, Inc.	Shares	3.7KSH	$307.7K
31	ZWJ INVESTMENT COUNSEL INC	Shares	3.2KSH	$264.7K
32	Abel Hall, LLC	Shares	3.0KSH	$251.8K
33	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.0KSH	$249.1K
34	Merit Financial Group, LLC	Shares	2.9KSH	$239.7K
35	RIA Advisory Group LLC	Shares	2.9KSH	$238.4K
36	Palisade Asset Management, LLC	Shares	2.6KSH	$218.2K
37	HARBOUR INVESTMENT MANAGEMENT LLC	Shares	2.6KSH	$214.7K
38	Bravera Wealth	Shares	2.5KSH	$210.2K
39	SBI Okasan Asset Management Co.Ltd.	Shares	2.0KSH	$172.0K
40	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.4KSH	$115.0K
41	Physician Wealth Advisors, Inc.	Shares	1.1KSH	$94.1K
42	HM PAYSON & CO	Shares	925SH	$77.4K
43	GAMMA Investing LLC	Shares	777SH	$65.0K
44	EverSource Wealth Advisors, LLC	Shares	759SH	$63.5K
45	CoreCap Advisors, LLC	Shares	732SH	$61.2K
46	HARBOR INVESTMENT ADVISORY, LLC	Shares	597SH	$49.9K
47	Hilltop National Bank	Shares	592SH	$49.5K
48	Versant Capital Management, Inc	Shares	553SH	$46.3K
49	TOMPKINS FINANCIAL CORP	Shares	513SH	$42.9K
50	Bank of New Hampshire	Shares	505SH	$42.2K

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

50 / 94 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO added	Shares	+3.5K	+$465.1K	$7.3M
2	EXCHANGE TRADED CONCEPTS, LLC unchanged	Shares	0	+$413.1K	$17.3M
3	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+3.0K	+$249.1K	$249.1K
4	Merit Financial Group, LLC new	Shares	+2.9K	+$239.7K	$239.7K
5	Angeles Investment Advisors, LLC unchanged	Shares	0	+$203.0K	$8.5M
6	Golden State Wealth Management, LLC added	Shares	+2.0K	+$180.8K	$595.8K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$153.1K	$1.4M
8	Hudson Value Partners, LLC added	Shares	+94	+$119.0K	$4.7M
9	CAMPBELL NEWMAN ASSET MANAGEMENT INC added	Shares	+810	+$102.6K	$1.5M
10	Central Pacific Bank - Trust Division added	Shares	+1.1K	+$101.9K	$608.6K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+156	+$75.7K	$724.6K
12	Register Financial Advisors LLC added	Shares	+151	+$64.1K	$2.2M
13	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+597	+$49.9K	$49.9K
14	Louisiana State Employees Retirement System added	Shares	+200	+$49.5K	$1.4M
15	Brady Martz Wealth Solutions, LLC added	Shares	+219	+$31.9K	$586.0K
16	Cascade Investment Advisors, Inc. trimmed	Shares	-63	+$30.1K	$1.5M
17	CLARK FINANCIAL SERVICES GROUP INC /BD unchanged	Shares	0	+$26.1K	$1.1M
18	TOTH FINANCIAL ADVISORY CORP new	Shares	+275	+$23.0K	$23.0K
19	Retirement Wealth Solutions LLC new	Shares	+233	+$19.5K	$19.5K
20	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$14.0K	$172.0K
21	Allied Investment Advisors, LLC added	Shares	+49	+$13.2K	$386.5K
22	Cohen Capital Management, Inc. unchanged	Shares	0	+$13.2K	$550.4K
23	AdvisorNet Financial, Inc added	Shares	+19	+$12.7K	$465.8K
24	SECURIAN ASSET MANAGEMENT, INC added	Shares	+135	+$11.3K	$344.7K
25	Apollon Wealth Management, LLC added	Shares	+4	+$10.4K	$422.1K
26	Forza Wealth Management, LLC unchanged	Shares	0	+$10.2K	$428.0K
27	CASCADE INVESTMENT GROUP, INC. unchanged	Shares	0	+$10.0K	$418.3K
28	GAMMA Investing LLC added	Shares	+96	+$9.4K	$65.0K
29	SIGNATUREFD, LLC added	Shares	+88	+$7.6K	$18.8K
30	Crossmark Global Holdings, Inc. added	Shares	+3	+$7.6K	$307.7K
31	DMKC Advisory Services, LLC unchanged	Shares	0	+$7.5K	$314.7K
32	ZWJ INVESTMENT COUNSEL INC unchanged	Shares	0	+$6.3K	$264.7K
33	Palisade Asset Management, LLC unchanged	Shares	0	+$5.2K	$218.2K
34	LANARK FINANCIAL, INC. trimmed	Shares	-63	+$5.0K	$423.6K
35	RIA Advisory Group LLC trimmed	Shares	-9	+$5.0K	$238.4K
36	IFP Advisors, Inc added	Shares	+33	+$3.3K	$23.3K
37	Bravera Wealth trimmed	Shares	-27	+$2.8K	$210.2K
38	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$2.3K	$94.1K
39	HM PAYSON & CO unchanged	Shares	0	+$1.9K	$77.4K
40	CoreCap Advisors, LLC added	Shares	+3	+$1.7K	$61.2K
41	JFS WEALTH ADVISORS, LLC added	Shares	+17	+$1.5K	$3.3K
42	Creative Capital Management Investments LLC new	Shares	+16	+$1.3K	$1.3K
43	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$1.0K	$42.9K
44	Bank of New Hampshire unchanged	Shares	0	+$1.0K	$42.2K
45	COUNTRY TRUST BANK unchanged	Shares	0	+$974	$40.7K
46	Wealth Enhancement Trust Services, Inc. added	Shares	+2	+$465	$12.6K
47	City State Bank unchanged	Shares	0	+$424	$17.7K
48	Crews Bank & Trust unchanged	Shares	0	+$388	$16.2K
49	Dakota Community Bank & Trust NA unchanged	Shares	0	+$370	$15.5K
50	SJS Investment Consulting Inc. added	Shares	+4	+$347	$837

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