Filing Research | KOS - KOSMOS ENERGY LTD Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	4.0MSH	$8.5M
2	Counterpoint Mutual Funds LLC	Shares	191.9KSH	$404.9K
3	BWM Planning, LLC	Shares	181.6KSH	$383.3K
4	Police & Firemen's Retirement System of New Jersey	Shares	175.5KSH	$370.3K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	95.6KSH	$174.4K
6	SANDERS MORRIS HARRIS LLC	Shares	71.0KSH	$149.8K
7	Assenagon Asset Management S.A.	Shares	65.3KSH	$137.9K
8	Sequoia Financial Advisors, LLC	Shares	53.8KSH	$113.6K
9	Oak Thistle LLC	Shares	51.2KSH	$108.0K
10	Ballentine Partners, LLC	Shares	39.2KSH	$82.6K
11	J.W. COLE ADVISORS, INC.	Shares	32.6KSH	$68.8K
12	Old Port Advisors	Shares	29.7KSH	$62.7K
13	SIGNATUREFD, LLC	Shares	25.7KSH	$54.3K
14	Westhampton Capital, LLC	Shares	25.0KSH	$52.8K
15	Merit Financial Group, LLC	Shares	21.7KSH	$45.9K
16	Lexington Hill Partners, LLC	Shares	20.0KSH	$42.2K
17	NorthCrest Asset Manangement, LLC	Shares	12.1KSH	$26.5K
18	Verum Partners LLC	Shares	11.9KSH	$25.2K
19	Mraz, Amerine & Associates, Inc.	Shares	11.2KSH	$23.6K
20	Farther Finance Advisors, LLC	Shares	9.5KSH	$20.0K
21	SBI Securities Co., Ltd.	Shares	7.1KSH	$14.9K
22	EverSource Wealth Advisors, LLC	Shares	5.6KSH	$11.8K
23	VSM Wealth Advisory, LLC	Shares	5.0KSH	$10.6K
24	GAMMA Investing LLC	Shares	4.5KSH	$9.4K
25	Blue Trust, Inc.	Shares	4.0KSH	$8.4K
26	IFP Advisors, Inc	Shares	2.9KSH	$6.1K
27	MassMutual Private Wealth & Trust, FSB	Shares	2.3KSH	$4.9K
28	CoreCap Advisors, LLC	Shares	1.0KSH	$2.1K
29	SJS Investment Consulting Inc.	Shares	987SH	$2.1K
30	Fortitude Family Office, LLC	Shares	554SH	$1.2K
31	True Wealth Design, LLC	Shares	436SH	$920
32	Wealth Enhancement Trust Services, Inc.	Shares	253SH	$534
33	Fruth Investment Management	Shares	30.0KSH	$63
34	Key FInancial Inc	Shares	27SH	$57
35	AMALGAMATED BANK	Shares	16.1KSH	$34

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

38 / 38 loaded

#		Instrument
1	BWM Planning, LLC new	Shares	+181.6K	+$383.3K	$383.3K
2	Assenagon Asset Management S.A. new	Shares	+65.3K	+$137.9K	$137.9K
3	Sequoia Financial Advisors, LLC new	Shares	+53.8K	+$113.6K	$113.6K
4	J.W. COLE ADVISORS, INC. new	Shares	+32.6K	+$68.8K	$68.8K
5	Oak Thistle LLC added	Shares	+37.1K	+$68.8K	$108.0K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+54.7K	+$54.8K	$174.4K
7	NorthCrest Asset Manangement, LLC new	Shares	+12.1K	+$26.5K	$26.5K
8	Verum Partners LLC new	Shares	+11.9K	+$25.2K	$25.2K
9	Merit Financial Group, LLC added	Shares	+9.9K	+$13.0K	$45.9K
10	Police & Firemen's Retirement System of New Jersey added	Shares	+44.6K	+$6.3K	$370.3K
11	MassMutual Private Wealth & Trust, FSB added	Shares	+1.7K	+$3.2K	$4.9K
12	SJS Investment Consulting Inc. new	Shares	+987	+$2.1K	$2.1K
13	Fortitude Family Office, LLC new	Shares	+554	+$1.2K	$1.2K
14	True Wealth Design, LLC added	Shares	+379	+$761	$920
15	EverSource Wealth Advisors, LLC added	Shares	+1.6K	+$727	$11.8K
16	Wealth Enhancement Trust Services, Inc. new	Shares	+253	+$534	$534
17	AMALGAMATED BANK added	Shares	+1.2K	-$7	$34
18	Key FInancial Inc unchanged	Shares	0	-$18	$57
19	Fruth Investment Management unchanged	Shares	0	-$20	$63
20	CoreCap Advisors, LLC unchanged	Shares	0	-$670	$2.1K
21	IFP Advisors, Inc added	Shares	+399	-$836	$6.1K
22	Blue Trust, Inc. unchanged	Shares	0	-$2.7K	$8.4K
23	Farther Finance Advisors, LLC added	Shares	+920	-$3.0K	$20.0K
24	VSM Wealth Advisory, LLC unchanged	Shares	0	-$3.4K	$10.6K
25	GAMMA Investing LLC trimmed	Shares	-471	-$4.3K	$9.4K
26	Mraz, Amerine & Associates, Inc. unchanged	Shares	0	-$7.5K	$23.6K
27	SIGNATUREFD, LLC added	Shares	+2.3K	-$10.9K	$54.3K
28	Ballentine Partners, LLC added	Shares	+5.1K	-$12.1K	$82.6K
29	Lexington Hill Partners, LLC unchanged	Shares	0	-$13.4K	$42.2K
30	Westhampton Capital, LLC unchanged	Shares	0	-$16.8K	$52.8K
31	Old Port Advisors unchanged	Shares	0	-$19.9K	$62.7K
32	Abel Hall, LLC exited	Shares	-13.1K	-$36.4K	$0
33	SANDERS MORRIS HARRIS LLC unchanged	Shares	0	-$47.6K	$149.8K
34	Y-Intercept (Hong Kong) Ltd exited	Shares	-21.6K	-$60.2K	$0
35	INSPIRION WEALTH ADVISORS, LLC exited	Shares	-27.8K	-$77.4K	$0
36	Counterpoint Mutual Funds LLC unchanged	Shares	0	-$128.6K	$404.9K
37	SBI Securities Co., Ltd. trimmed	Shares	-293.2K	-$819.8K	$14.9K
38	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. unchanged	Shares	0	-$2.7M	$8.5M