Filing Research | M - Macy's Inc Institutional Holdings

Snapshot holdings

50 / 94 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	2.1MSH	$50.0M
2	Douglas Lane & Associates, LLC	Shares	1.2MSH	$28.4M
3	AEGON ASSET MANAGEMENT UK PLC	Shares	852.5KSH	$20.1M
4	Dupree Financial Group, LLC	Shares	541.7KSH	$12.8M
5	Crossmark Global Holdings, Inc.	Shares	314.5KSH	$7.4M
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	238.2KSH	$5.6M
7	Mirae Asset Global Investments Co., Ltd.	Shares	223.6KSH	$5.3M
8	Police & Firemen's Retirement System of New Jersey	Shares	118.8KSH	$2.8M
9	CUMBERLAND ADVISORS INC	Shares	115.0KSH	$2.7M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	85.8KSH	$2.0M
11	Louisiana State Employees Retirement System	Shares	77.2KSH	$1.8M
12	Oak Thistle LLC	Shares	74.8KSH	$1.8M
13	Artemis Investment Management LLP	Shares	72.5KSH	$1.7M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	63.1KSH	$1.5M
15	SummerHaven Investment Management, LLC	Shares	60.6KSH	$1.4M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	43.9KSH	$994.5K
17	Sequoia Financial Advisors, LLC	Shares	38.7KSH	$911.1K
18	QRG CAPITAL MANAGEMENT, INC.	Shares	37.1KSH	$874.1K
19	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	28.6KSH	$674.3K
20	Robeco Institutional Asset Management B.V.	Shares	20.6KSH	$484.8K
21	SECURIAN ASSET MANAGEMENT, INC	Shares	19.4KSH	$460.6K
22	BCS Wealth Management	Shares	17.4KSH	$410.1K
23	Range Financial Group LLC	Shares	15.1KSH	$355.3K
24	Trinity Legacy Partners, LLC	Shares	12.7KSH	$305.6K
25	CIDEL ASSET MANAGEMENT INC	Shares	12.7KSH	$299.2K
26	Value Investment Professionals, LLC	Shares	12.1KSH	$284.6K
27	Traub Capital Management LLC	Shares	11.5KSH	$271.0K
28	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	11.4KSH	$268.9K
29	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	10.7KSH	$251.3K
30	SIGNATUREFD, LLC	Shares	10.5KSH	$248.1K
31	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	10.2KSH	$241.1K
32	IFP Advisors, Inc	Shares	10.2KSH	$240.9K
33	Mraz, Amerine & Associates, Inc.	Shares	10.0KSH	$235.5K
34	GAMMA Investing LLC	Shares	9.7KSH	$227.6K
35	Fifth Third Wealth Advisors LLC	Shares	9.0KSH	$212.6K
36	SBI Securities Co., Ltd.	Shares	7.9KSH	$185.5K
37	Versant Capital Management, Inc	Shares	4.8KSH	$112.6K
38	CoreCap Advisors, LLC	Shares	2.6KSH	$61.2K
39	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.5KSH	$58.9K
40	Farther Finance Advisors, LLC	Shares	2.2KSH	$51.9K
41	Cedar Mountain Advisors, LLC	Shares	2.2KSH	$51.7K
42	Byrne Asset Management LLC	Shares	2.0KSH	$47.1K
43	EverSource Wealth Advisors, LLC	Shares	1.9KSH	$44.6K
44	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	1.0KSH	$23.6K
45	Valued Wealth Advisors LLC	Shares	723SH	$17.2K
46	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	660SH	$15.7K
47	HIGHLINE WEALTH PARTNERS LLC	Shares	597SH	$14.1K
48	TFC Financial Management, Inc.	Shares	547SH	$12.9K
49	Wealth Enhancement Trust Services, Inc.	Shares	533SH	$12.6K
50	AdvisorNet Financial, Inc	Shares	469SH	$11.1K

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

50 / 101 loaded

#		Instrument
1	AEGON ASSET MANAGEMENT UK PLC new	Shares	+852.5K	+$20.1M	$20.1M
2	HENNESSY ADVISORS INC unchanged	Shares	0	+$11.6M	$50.0M
3	Dupree Financial Group, LLC added	Shares	+213.8K	+$6.8M	$12.8M
4	Douglas Lane & Associates, LLC trimmed	Shares	-34.2K	+$6.0M	$28.4M
5	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+238.2K	+$5.6M	$5.6M
6	Mirae Asset Global Investments Co., Ltd. added	Shares	+35.0K	+$1.9M	$5.3M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+5.7K	+$751.7K	$2.8M
8	Crossmark Global Holdings, Inc. trimmed	Shares	-56.4K	+$696.6K	$7.4M
9	CUMBERLAND ADVISORS INC unchanged	Shares	0	+$628.0K	$2.7M
10	Louisiana State Employees Retirement System added	Shares	+100	+$423.3K	$1.8M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.5K	+$363.9K	$994.5K
12	SummerHaven Investment Management, LLC unchanged	Shares	0	+$330.7K	$1.4M
13	QRG CAPITAL MANAGEMENT, INC. added	Shares	+6.8K	+$326.0K	$874.1K
14	Sequoia Financial Advisors, LLC added	Shares	+6.3K	+$325.4K	$911.1K
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-8.6K	+$313.7K	$2.0M
16	Trinity Legacy Partners, LLC new	Shares	+12.7K	+$305.6K	$305.6K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-3.5K	+$281.8K	$1.5M
18	IFP Advisors, Inc added	Shares	+8.7K	+$212.8K	$240.9K
19	Fifth Third Wealth Advisors LLC new	Shares	+9.0K	+$212.6K	$212.6K
20	Oak Thistle LLC trimmed	Shares	-13.5K	+$164.3K	$1.8M
21	HIGHLAND CAPITAL MANAGEMENT, LLC trimmed	Shares	-868	+$140.6K	$674.3K
22	Robeco Institutional Asset Management B.V. added	Shares	+9	+$112.6K	$484.8K
23	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-119	+$106.6K	$460.6K
24	BCS Wealth Management added	Shares	+93	+$96.8K	$410.1K
25	Value Investment Professionals, LLC unchanged	Shares	0	+$66.0K	$284.6K
26	Range Financial Group LLC trimmed	Shares	-934	+$65.5K	$355.3K
27	GAMMA Investing LLC added	Shares	+664	+$64.8K	$227.6K
28	Traub Capital Management LLC unchanged	Shares	0	+$62.8K	$271.0K
29	JAMISON PRIVATE WEALTH MANAGEMENT, INC. added	Shares	+18	+$58.6K	$251.3K
30	SBI Securities Co., Ltd. added	Shares	+788	+$57.3K	$185.5K
31	Mraz, Amerine & Associates, Inc. unchanged	Shares	0	+$54.6K	$235.5K
32	CoreCap Advisors, LLC added	Shares	+2.0K	+$50.4K	$61.2K
33	SIGNATUREFD, LLC trimmed	Shares	-626	+$46.2K	$248.1K
34	CIDEL ASSET MANAGEMENT INC trimmed	Shares	-1.3K	+$45.3K	$299.2K
35	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-962	+$37.4K	$241.1K
36	Versant Capital Management, Inc added	Shares	+483	+$34.9K	$112.6K
37	FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.7K	+$31.8K	$268.9K
38	Farther Finance Advisors, LLC added	Shares	+658	+$24.2K	$51.9K
39	Valued Wealth Advisors LLC added	Shares	+705	+$16.8K	$17.2K
40	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$13.7K	$58.9K
41	Wealth Enhancement Trust Services, Inc. new	Shares	+533	+$12.6K	$12.6K
42	Cedar Mountain Advisors, LLC added	Shares	+23	+$12.4K	$51.7K
43	Byrne Asset Management LLC unchanged	Shares	0	+$10.9K	$47.1K
44	Spire Wealth Management added	Shares	+235	+$5.9K	$6.9K
45	CREDIT INDUSTRIEL ET COMMERCIAL unchanged	Shares	0	+$5.5K	$23.6K
46	Sachetta, LLC added	Shares	+196	+$5.2K	$7.3K
47	True Wealth Design, LLC added	Shares	+124	+$4.5K	$9.9K
48	HIGHLINE WEALTH PARTNERS LLC added	Shares	+43	+$4.0K	$14.1K
49	Fortitude Family Office, LLC added	Shares	+102	+$3.7K	$7.9K
50	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$3.0K	$15.7K

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