Filing Research | LEN-B - Lennar Corporation Class B Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	73.6KSH	$6.5M
2	Red Door Wealth Management, LLC	Shares	67.0KSH	$5.9M
3	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	55.0KSH	$4.9M
4	Mraz, Amerine & Associates, Inc.	Shares	35.3KSH	$3.1M
5	Byrne Asset Management LLC	Shares	12.9KSH	$1.1M
6	ABN AMRO INVESTMENT SOLUTIONS	Shares	12.8KSH	$1.1M
7	QRG CAPITAL MANAGEMENT, INC.	Shares	7.7KSH	$682.1K
8	Successful Portfolios LLC	Shares	4.1KSH	$338.9K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.6KSH	$296.6K
10	Merit Financial Group, LLC	Shares	2.9KSH	$260.5K
11	Everhart Financial Group, Inc.	Shares	2.3KSH	$200.1K
12	Versant Capital Management, Inc	Shares	2.1KSH	$186.0K
13	Police & Firemen's Retirement System of New Jersey	Shares	1.7KSH	$153.9K
14	Central Pacific Bank - Trust Division	Shares	1.3KSH	$115.3K
15	Avanza Fonder AB	Shares	994SH	$88.2K
16	GAMMA Investing LLC	Shares	952SH	$84.5K
17	Farther Finance Advisors, LLC	Shares	425SH	$37.7K
18	FIRST HORIZON CORP	Shares	336SH	$29.8K
19	IFP Advisors, Inc	Shares	198SH	$17.6K
20	EverSource Wealth Advisors, LLC	Shares	147SH	$13.1K
21	SIGNATUREFD, LLC	Shares	99SH	$8.7K
22	ARMSTRONG ADVISORY GROUP, INC	Shares	72SH	$6.4K
23	MassMutual Private Wealth & Trust, FSB	Shares	61SH	$5.4K
24	BFSG, LLC	Shares	51SH	$4.6K
25	State of Alaska, Department of Revenue	Shares	25.1KSH	$2.2K
26	SJS Investment Consulting Inc.	Shares	24SH	$2.1K
27	Ares Financial Consulting, LLC	Shares	24SH	$2.1K
28	Activest Wealth Management	Shares	20SH	$1.8K
29	Handelsbanken Fonder AB	Shares	15.4KSH	$1.4K
30	Noble Wealth Management PBC	Shares	14SH	$1.2K
31	Davis Capital Management	Shares	12SH	$1.1K
32	Grove Bank & Trust	Shares	12SH	$1.1K
33	JFS WEALTH ADVISORS, LLC	Shares	11SH	$976
34	Owl Creek Wealth Partners LLC	Shares	10SH	$888
35	Fortitude Family Office, LLC	Shares	10SH	$887
36	Aspect Partners, LLC	Shares	10SH	$878
37	GGM Financial LLC	Shares	9SH	$798
38	Robinswood Financial LLC	Shares	6SH	$532
39	Wealth Enhancement Trust Services, Inc.	Shares	6SH	$532
40	CoreCap Advisors, LLC	Shares	5SH	$444
41	DiNuzzo Private Wealth, Inc.	Shares	5SH	$444
42	Creative Capital Management Investments LLC	Shares	3SH	$266
43	GHP Investment Advisors, Inc.	Shares	2SH	$178
44	True Wealth Design, LLC	Shares	2SH	$178
45	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	2SH	$177
46	COUNTRY TRUST BANK	Shares	2SH	$177
47	1015 Capital Partners, LLC	Shares	1SH	$89
48	Blue Trust, Inc.	Shares	1SH	$89
49	Hughes Financial Services, LLC	Shares	1SH	$89
50	LRI Investments, LLC	Shares	1SH	$89

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

50 / 54 loaded

#		Instrument
1	River Road Asset Management, LLC added	Shares	+14.7K	+$1.6M	$6.5M
2	Red Door Wealth Management, LLC added	Shares	+2.1K	+$486.0K	$5.9M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+3.6K	+$296.6K	$296.6K
4	Mraz, Amerine & Associates, Inc. added	Shares	+918	+$239.2K	$3.1M
5	MONTGOMERY INVESTMENT MANAGEMENT INC trimmed	Shares	-300	+$227.3K	$4.9M
6	Everhart Financial Group, Inc. new	Shares	+2.3K	+$200.1K	$200.1K
7	Versant Capital Management, Inc added	Shares	+1.9K	+$173.2K	$186.0K
8	QRG CAPITAL MANAGEMENT, INC. added	Shares	+304	+$60.9K	$682.1K
9	Merit Financial Group, LLC added	Shares	+246	+$34.2K	$260.5K
10	GAMMA Investing LLC added	Shares	+221	+$23.0K	$84.5K
11	IFP Advisors, Inc added	Shares	+100	+$9.3K	$17.6K
12	Farther Finance Advisors, LLC added	Shares	+46	+$6.2K	$37.7K
13	Central Pacific Bank - Trust Division unchanged	Shares	0	+$6.0K	$115.3K
14	Avanza Fonder AB unchanged	Shares	0	+$4.6K	$88.2K
15	Successful Portfolios LLC unchanged	Shares	0	+$3.4K	$338.9K
16	BFSG, LLC added	Shares	+29	+$2.7K	$4.6K
17	SJS Investment Consulting Inc. added	Shares	+20	+$1.8K	$2.1K
18	Noble Wealth Management PBC new	Shares	+14	+$1.2K	$1.2K
19	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-86	+$729	$153.9K
20	Davis Capital Management added	Shares	+6	+$560	$1.1K
21	SIGNATUREFD, LLC added	Shares	+1	+$474	$8.7K
22	Wealth Enhancement Trust Services, Inc. added	Shares	+5	+$448	$532
23	CoreCap Advisors, LLC new	Shares	+5	+$444	$444
24	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$331	$6.4K
25	Creative Capital Management Investments LLC new	Shares	+3	+$266	$266
26	Fortitude Family Office, LLC added	Shares	+2	+$214	$887
27	Ares Financial Consulting, LLC unchanged	Shares	0	+$131	$2.1K
28	Hughes Financial Services, LLC new	Shares	+1	+$89	$89
29	LRI Investments, LLC new	Shares	+1	+$89	$89
30	Retirement Wealth Solutions LLC new	Shares	+1	+$89	$89
31	Aspect Partners, LLC unchanged	Shares	0	+$50	$878
32	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$46	$888
33	GGM Financial LLC unchanged	Shares	0	+$41	$798
34	Robinswood Financial LLC unchanged	Shares	0	+$28	$532
35	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$23	$444
36	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$13	$177
37	COUNTRY TRUST BANK unchanged	Shares	0	+$9	$177
38	GHP Investment Advisors, Inc. unchanged	Shares	0	+$9	$178
39	Blue Trust, Inc. unchanged	Shares	0	+$5	$89
40	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
41	True Wealth Design, LLC trimmed	Shares	-1	-$75	$178
42	1015 Capital Partners, LLC trimmed	Shares	-1	-$79	$89
43	EXCHANGE TRADED CONCEPTS, LLC exited	Shares	-1	-$84	$0
44	State of Alaska, Department of Revenue trimmed	Shares	-2.9K	-$133	$2.2K
45	JFS WEALTH ADVISORS, LLC trimmed	Shares	-3	-$202	$976
46	Handelsbanken Fonder AB trimmed	Shares	-5.6K	-$397	$1.4K
47	AdvisorNet Financial, Inc exited	Shares	-5	-$421	$0
48	EverSource Wealth Advisors, LLC trimmed	Shares	-33	-$2.1K	$13.1K
49	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-32	-$2.4K	$5.4K
50	Activest Wealth Management trimmed	Shares	-58	-$4.8K	$1.8K

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