Filing Research | LAD - Lithia Motors, Inc. Institutional Holdings

Snapshot holdings

50 / 87 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	682.7KSH	$198.3M
2	HENNESSY ADVISORS INC	Shares	106.8KSH	$31.0M
3	CPC Advisors, LLC	Shares	10.3KSH	$3.0M
4	Police & Firemen's Retirement System of New Jersey	Shares	10.3KSH	$3.0M
5	Red Spruce Capital, LLC	Shares	9.3KSH	$2.7M
6	180 WEALTH ADVISORS, LLC	Shares	9.1KSH	$2.6M
7	Rare Wolf Capital LLC	Shares	7.2KSH	$2.1M
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.0KSH	$2.0M
9	Louisiana State Employees Retirement System	Shares	6.7KSH	$1.9M
10	SeaCrest Wealth Management, LLC	Shares	6.3KSH	$1.8M
11	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	6.0KSH	$1.7M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.5KSH	$1.6M
13	Prospera Financial Services Inc	Shares	5.1KSH	$1.5M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.3KSH	$1.0M
15	FULTON BANK, N.A.	Shares	2.9KSH	$846.8K
16	Camelot Portfolios, LLC	Shares	2.4KSH	$702.3K
17	QRG CAPITAL MANAGEMENT, INC.	Shares	2.2KSH	$629.0K
18	IFP Advisors, Inc	Shares	2.2KSH	$624.8K
19	Yorktown Management & Research Co Inc	Shares	2.1KSH	$610.0K
20	Hennion & Walsh Asset Management, Inc.	Shares	2.1KSH	$602.8K
21	SECURIAN ASSET MANAGEMENT, INC	Shares	1.7KSH	$559.2K
22	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.4KSH	$399.4K
23	Crumly & Associates Inc.	Shares	1.2KSH	$362.0K
24	PCB Capital LLC	Shares	1.2KSH	$339.7K
25	Fifth Third Wealth Advisors LLC	Shares	1.1KSH	$312.9K
26	Abacus Wealth Partners, LLC	Shares	1.1KSH	$309.4K
27	NOVEM GROUP	Shares	1.0KSH	$297.4K
28	Crossmark Global Holdings, Inc.	Shares	992SH	$288.2K
29	Sequoia Financial Advisors, LLC	Shares	828SH	$240.5K
30	Merit Financial Group, LLC	Shares	810SH	$235.4K
31	VISIONARY HORIZONS, LLC	Shares	763SH	$221.7K
32	Mraz, Amerine & Associates, Inc.	Shares	752SH	$218.3K
33	COOKSON PEIRCE & CO INC	Shares	741SH	$215.3K
34	Abel Hall, LLC	Shares	732SH	$212.6K
35	PFG Investments, LLC	Shares	731SH	$212.4K
36	CIDEL ASSET MANAGEMENT INC	Shares	726SH	$210.9K
37	BENJAMIN EDWARDS INC	Shares	712SH	$206.9K
38	EverSource Wealth Advisors, LLC	Shares	536SH	$155.7K
39	LANARK FINANCIAL, INC.	Shares	265SH	$77.0K
40	SIGNATUREFD, LLC	Shares	258SH	$75.0K
41	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	182SH	$52.9K
42	GAMMA Investing LLC	Shares	173SH	$50.3K
43	JFS WEALTH ADVISORS, LLC	Shares	129SH	$37.4K
44	Versant Capital Management, Inc	Shares	127SH	$36.9K
45	Blue Trust, Inc.	Shares	118SH	$34.3K
46	Farther Finance Advisors, LLC	Shares	103SH	$29.9K
47	EXCHANGE TRADED CONCEPTS, LLC	Shares	90SH	$26.1K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	78SH	$22.6K
49	Allied Private Wealth LLC	Shares	57SH	$17.3K
50	Security National Bank	Shares	50SH	$14.5K

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

50 / 95 loaded

#		Instrument
1	River Road Asset Management, LLC added	Shares	+29.9K	+$35.3M	$198.3M
2	HENNESSY ADVISORS INC unchanged	Shares	0	+$4.4M	$31.0M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.2K	+$767.9K	$1.0M
4	Rare Wolf Capital LLC added	Shares	+837	+$502.7K	$2.1M
5	CPC Advisors, LLC added	Shares	+192	+$469.5K	$3.0M
6	180 WEALTH ADVISORS, LLC added	Shares	+328	+$453.6K	$2.6M
7	Red Spruce Capital, LLC added	Shares	+288	+$453.0K	$2.7M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+60	+$433.0K	$3.0M
9	CAMPBELL NEWMAN ASSET MANAGEMENT INC added	Shares	+257	+$308.2K	$1.7M
10	SeaCrest Wealth Management, LLC unchanged	Shares	0	+$255.8K	$1.8M
11	Sequoia Financial Advisors, LLC new	Shares	+828	+$240.5K	$240.5K
12	Merit Financial Group, LLC new	Shares	+810	+$235.4K	$235.4K
13	Mraz, Amerine & Associates, Inc. new	Shares	+752	+$218.3K	$218.3K
14	COOKSON PEIRCE & CO INC new	Shares	+741	+$215.3K	$215.3K
15	Abel Hall, LLC new	Shares	+732	+$212.6K	$212.6K
16	PFG Investments, LLC new	Shares	+731	+$212.4K	$212.4K
17	CIDEL ASSET MANAGEMENT INC new	Shares	+726	+$210.9K	$210.9K
18	BENJAMIN EDWARDS INC new	Shares	+712	+$206.9K	$206.9K
19	Louisiana State Employees Retirement System trimmed	Shares	-300	+$198.2K	$1.9M
20	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+563	+$196.7K	$399.4K
21	Prospera Financial Services Inc trimmed	Shares	-65	+$190.4K	$1.5M
22	Hennion & Walsh Asset Management, Inc. added	Shares	+325	+$165.8K	$602.8K
23	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-100	+$117.7K	$559.2K
24	QRG CAPITAL MANAGEMENT, INC. added	Shares	+109	+$115.5K	$629.0K
25	IFP Advisors, Inc added	Shares	+55	+$101.4K	$624.8K
26	Camelot Portfolios, LLC trimmed	Shares	-7	+$96.7K	$702.3K
27	FULTON BANK, N.A. trimmed	Shares	-121	+$88.6K	$846.8K
28	Yorktown Management & Research Co Inc unchanged	Shares	0	+$85.6K	$610.0K
29	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-812	+$84.2K	$2.0M
30	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-616	+$68.8K	$1.6M
31	Fifth Third Wealth Advisors LLC added	Shares	+93	+$67.1K	$312.9K
32	Crumly & Associates Inc. added	Shares	+43	+$61.5K	$362.0K
33	PCB Capital LLC added	Shares	+55	+$61.5K	$339.7K
34	Versant Capital Management, Inc added	Shares	+118	+$34.6K	$36.9K
35	SIGNATUREFD, LLC added	Shares	+77	+$29.7K	$75.0K
36	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+90	+$26.1K	$26.1K
37	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+78	+$22.6K	$22.6K
38	NOVEM GROUP trimmed	Shares	-79	+$22.1K	$297.4K
39	GAMMA Investing LLC added	Shares	+42	+$17.5K	$50.3K
40	Farther Finance Advisors, LLC added	Shares	+41	+$14.4K	$29.9K
41	SBI Securities Co., Ltd. added	Shares	+31	+$9.7K	$14.2K
42	Abacus Wealth Partners, LLC trimmed	Shares	-141	+$8.2K	$309.4K
43	CONTRAVISORY INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$7.4K	$52.9K
44	True Wealth Design, LLC new	Shares	+23	+$6.7K	$6.7K
45	JFS WEALTH ADVISORS, LLC added	Shares	+1	+$5.5K	$37.4K
46	LANARK FINANCIAL, INC. trimmed	Shares	-22	+$5.3K	$77.0K
47	Blue Trust, Inc. unchanged	Shares	0	+$4.8K	$34.3K
48	Sachetta, LLC added	Shares	+10	+$3.4K	$6.4K
49	Fortitude Family Office, LLC added	Shares	+8	+$3.1K	$8.1K
50	Global X Japan Co., Ltd. added	Shares	+6	+$3.0K	$10.5K

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