Filing Research | LBTYK - LIBERTY GLOBAL LTD Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	1.6MSH	$17.1M
2	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	574.9KSH	$6.3M
3	KEATING INVESTMENT COUNSELORS INC	Shares	514.0KSH	$5.7M
4	Sequoia Financial Advisors, LLC	Shares	267.0KSH	$2.9M
5	Oak Thistle LLC	Shares	258.1KSH	$2.8M
6	DAVENPORT & Co LLC	Shares	81.5KSH	$896.0K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	73.9KSH	$759.2K
8	Police & Firemen's Retirement System of New Jersey	Shares	64.5KSH	$709.7K
9	Y-Intercept (Hong Kong) Ltd	Shares	48.6KSH	$534.6K
10	Accurate Wealth Management, LLC	Shares	31.8KSH	$326.2K
11	Waldron Private Wealth LLC	Shares	17.2KSH	$189.2K
12	ANCHYRA PARTNERS LLC	Shares	15.9KSH	$174.4K
13	B. Riley Wealth Advisors, Inc.	Shares	14.8KSH	$164.1K
14	Central Pacific Bank - Trust Division	Shares	11.5KSH	$126.5K
15	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	10.8KSH	$119.0K
16	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	10.4KSH	$114.3K
17	Versant Capital Management, Inc	Shares	4.8KSH	$53.2K
18	SIGNATUREFD, LLC	Shares	2.3KSH	$25.1K
19	BFSG, LLC	Shares	2.1KSH	$23.1K
20	IFP Advisors, Inc	Shares	1.7KSH	$18.5K
21	GAMMA Investing LLC	Shares	1.2KSH	$13.7K
22	Farther Finance Advisors, LLC	Shares	1.1KSH	$12.4K
23	MassMutual Private Wealth & Trust, FSB	Shares	1.1KSH	$12.1K
24	EverSource Wealth Advisors, LLC	Shares	992SH	$10.9K
25	Crews Bank & Trust	Shares	900SH	$9.9K
26	ELEVATION WEALTH PARTNERS, LLC	Shares	460SH	$5.1K
27	Community Financial Services Group, LLC	Shares	339SH	$3.7K
28	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	326SH	$3.6K
29	SJS Investment Consulting Inc.	Shares	224SH	$2.5K
30	Valued Wealth Advisors LLC	Shares	146SH	$1.6K
31	True Wealth Design, LLC	Shares	131SH	$1.4K
32	Fortitude Family Office, LLC	Shares	110SH	$1.2K
33	JFS WEALTH ADVISORS, LLC	Shares	96SH	$1.1K
34	TRUST CO OF TOLEDO NA /OH/	Shares	96SH	$1.1K
35	MARYLAND CAPITAL ADVISORS INC.	Shares	65SH	$715
36	Creative Capital Management Investments LLC	Shares	55SH	$605
37	Sachetta, LLC	Shares	39SH	$429
38	Handelsbanken Fonder AB	Shares	37.2KSH	$409
39	Princeton Global Asset Management LLC	Shares	24SH	$264
40	Cromwell Holdings LLC	Shares	20SH	$220
41	Activest Wealth Management	Shares	11SH	$121
42	LRI Investments, LLC	Shares	9SH	$99

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

44 / 44 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+616.6K	+$6.1M	$17.1M
2	Oak Thistle LLC added	Shares	+165.1K	+$1.7M	$2.8M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+48.6K	+$534.6K	$534.6K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+25.7K	+$186.3K	$759.2K
5	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+10.4K	+$114.3K	$114.3K
6	Accurate Wealth Management, LLC added	Shares	+11.5K	+$87.2K	$326.2K
7	Versant Capital Management, Inc added	Shares	+2.3K	+$23.4K	$53.2K
8	GAMMA Investing LLC added	Shares	+390	+$3.7K	$13.7K
9	SJS Investment Consulting Inc. added	Shares	+188	+$2.0K	$2.5K
10	MassMutual Private Wealth & Trust, FSB added	Shares	+151	+$965	$12.1K
11	Creative Capital Management Investments LLC new	Shares	+55	+$605	$605
12	SIGNATUREFD, LLC added	Shares	+183	+$484	$25.1K
13	Sachetta, LLC new	Shares	+39	+$429	$429
14	True Wealth Design, LLC added	Shares	+29	+$244	$1.4K
15	Cromwell Holdings LLC new	Shares	+20	+$220	$220
16	LRI Investments, LLC new	Shares	+9	+$99	$99
17	IFP Advisors, Inc added	Shares	+113	+$96	$18.5K
18	Activest Wealth Management added	Shares	+6	+$62	$121
19	Princeton Global Asset Management LLC unchanged	Shares	0	-$18	$264
20	Handelsbanken Fonder AB unchanged	Shares	0	-$27	$409
21	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$70	$1.1K
22	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$71	$1.1K
23	Fortitude Family Office, LLC unchanged	Shares	0	-$80	$1.2K
24	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. unchanged	Shares	0	-$238	$3.6K
25	Community Financial Services Group, LLC unchanged	Shares	0	-$315	$3.7K
26	Farther Finance Advisors, LLC added	Shares	+28	-$588	$12.4K
27	Crews Bank & Trust unchanged	Shares	0	-$657	$9.9K
28	Valued Wealth Advisors LLC trimmed	Shares	-57	-$776	$1.6K
29	EverSource Wealth Advisors, LLC trimmed	Shares	-68	-$1.5K	$10.9K
30	BFSG, LLC unchanged	Shares	0	-$1.5K	$23.1K
31	ELEVATION WEALTH PARTNERS, LLC trimmed	Shares	-242	-$3.2K	$5.1K
32	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$5.5K	$119.0K
33	Central Pacific Bank - Trust Division unchanged	Shares	0	-$8.4K	$126.5K
34	B. Riley Wealth Advisors, Inc. unchanged	Shares	0	-$10.1K	$164.1K
35	Vermillion Wealth Management, Inc. exited	Shares	-1.0K	-$12.2K	$0
36	Waldron Private Wealth LLC unchanged	Shares	0	-$12.6K	$189.2K
37	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-375	-$51.5K	$709.7K
38	ANCHYRA PARTNERS LLC trimmed	Shares	-4.7K	-$66.3K	$174.4K
39	Optas, LLC exited	Shares	-11.5K	-$134.5K	$0
40	DAVENPORT & Co LLC trimmed	Shares	-22.9K	-$328.3K	$896.0K
41	CREDIT INDUSTRIEL ET COMMERCIAL unchanged	Shares	0	-$419.7K	$6.3M
42	Cornerstone Wealth Management, LLC exited	Shares	-44.2K	-$518.3K	$0
43	KEATING INVESTMENT COUNSELORS INC trimmed	Shares	-14.5K	-$544.8K	$5.7M
44	Sequoia Financial Advisors, LLC trimmed	Shares	-30.8K	-$556.2K	$2.9M