Filing Research | MKSI - MKS INC. Institutional Holdings

Snapshot holdings

50 / 143 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	142.0KSH	$63.2M
2	Mizuho Markets Cayman LP	Shares	113.1KSH	$50.3M
3	GHP Investment Advisors, Inc.	Shares	50.1KSH	$22.3M
4	Police & Firemen's Retirement System of New Jersey	Shares	30.3KSH	$13.5M
5	Swedbank AB	Shares	27.0KSH	$12.0M
6	Assenagon Asset Management S.A.	Shares	24.0KSH	$10.7M
7	Oliver Luxxe Assets LLC	Shares	23.0KSH	$10.3M
8	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	19.9KSH	$8.8M
9	Louisiana State Employees Retirement System	Shares	19.8KSH	$8.8M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	18.7KSH	$8.3M
11	Y-Intercept (Hong Kong) Ltd	Shares	17.2KSH	$7.7M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.2KSH	$7.2M
13	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	Shares	13.1KSH	$5.8M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.5KSH	$5.3M
15	Linden Thomas Advisory Services, LLC	Shares	8.3KSH	$3.7M
16	Brookstone Capital Management	Shares	7.0KSH	$3.1M
17	J.W. COLE ADVISORS, INC.	Shares	6.2KSH	$2.8M
18	Merit Financial Group, LLC	Shares	4.9KSH	$2.2M
19	Blue Trust, Inc.	Shares	4.3KSH	$1.9M
20	Capstone Capital Management Ltd	Shares	4.1KSH	$1.8M
21	QRG CAPITAL MANAGEMENT, INC.	Shares	4.1KSH	$1.8M
22	Fairvoy Private Wealth, LLC	Shares	4.1KSH	$1.8M
23	Crossmark Global Holdings, Inc.	Shares	3.9KSH	$1.7M
24	FULTON BANK, N.A.	Shares	3.9KSH	$1.7M
25	SECURIAN ASSET MANAGEMENT, INC	Shares	5.0KSH	$1.6M
26	Wedmont Private Capital	Shares	4.1KSH	$1.5M
27	Tributary Capital Management, LLC	Shares	3.4KSH	$1.5M
28	Retireful, LLC	Shares	3.3KSH	$1.5M
29	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.3KSH	$1.5M
30	Aaron Wealth Advisors LLC	Shares	3.3KSH	$1.5M
31	Sivia Capital Partners, LLC	Shares	3.3KSH	$1.4M
32	GAMMA Investing LLC	Shares	3.2KSH	$1.4M
33	GATEWAY INVESTMENT ADVISERS LLC	Shares	3.0KSH	$1.3M
34	GREENLEAF TRUST	Shares	2.5KSH	$1.1M
35	Venturi Wealth Management, LLC	Shares	2.5KSH	$1.1M
36	Counterpoint Mutual Funds LLC	Shares	2.4KSH	$1.1M
37	SIGNATUREFD, LLC	Shares	2.3KSH	$1.0M
38	Fifth Third Wealth Advisors LLC	Shares	2.1KSH	$955.0K
39	ROMANO BROTHERS AND COMPANY	Shares	2.1KSH	$915.0K
40	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	2.0KSH	$897.6K
41	First National Advisers, LLC	Shares	2.0KSH	$886.9K
42	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	2.0KSH	$885.2K
43	Sequoia Financial Advisors, LLC	Shares	2.0KSH	$872.3K
44	WEST MICHIGAN ADVISORS, LLC	Shares	3.4KSH	$775.8K
45	Diversified Trust Co	Shares	1.7KSH	$756.2K
46	Versant Capital Management, Inc	Shares	1.6KSH	$733.5K
47	Avior Wealth Management, LLC	Shares	1.6KSH	$723.2K
48	Ballentine Partners, LLC	Shares	1.6KSH	$717.0K
49	DAVENPORT & Co LLC	Shares	1.4KSH	$644.1K
50	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	1.4KSH	$639.2K

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

50 / 151 loaded

#		Instrument
1	Artemis Investment Management LLP new	Shares	+142.0K	+$63.2M	$63.2M
2	Swedbank AB new	Shares	+27.0K	+$12.0M	$12.0M
3	GHP Investment Advisors, Inc. trimmed	Shares	-390	+$10.7M	$22.3M
4	Mizuho Markets Cayman LP trimmed	Shares	-61.9K	+$10.1M	$50.3M
5	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+19.9K	+$8.8M	$8.8M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+1.4K	+$6.8M	$13.5M
7	Y-Intercept (Hong Kong) Ltd added	Shares	+7.5K	+$5.4M	$7.7M
8	Oliver Luxxe Assets LLC added	Shares	+621	+$5.1M	$10.3M
9	Louisiana State Employees Retirement System added	Shares	+300	+$4.3M	$8.8M
10	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. added	Shares	+5.0K	+$4.0M	$5.8M
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.1K	+$3.8M	$8.3M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-659	+$3.3M	$7.2M
13	Brookstone Capital Management new	Shares	+7.0K	+$3.1M	$3.1M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.6K	+$3.0M	$5.3M
15	Assenagon Asset Management S.A. trimmed	Shares	-12.9K	+$2.2M	$10.7M
16	Capstone Capital Management Ltd new	Shares	+4.1K	+$1.8M	$1.8M
17	Linden Thomas Advisory Services, LLC trimmed	Shares	-9	+$1.8M	$3.7M
18	Tributary Capital Management, LLC new	Shares	+3.4K	+$1.5M	$1.5M
19	Retireful, LLC new	Shares	+3.3K	+$1.5M	$1.5M
20	Sivia Capital Partners, LLC added	Shares	+2.3K	+$1.2M	$1.4M
21	Merit Financial Group, LLC added	Shares	+590	+$1.2M	$2.2M
22	Fairvoy Private Wealth, LLC added	Shares	+1.0K	+$1.1M	$1.8M
23	J.W. COLE ADVISORS, INC. trimmed	Shares	-1.1K	+$1.1M	$2.8M
24	FULTON BANK, N.A. added	Shares	+629	+$973.8K	$1.7M
25	QRG CAPITAL MANAGEMENT, INC. added	Shares	+285	+$951.6K	$1.8M
26	Blue Trust, Inc. added	Shares	+69	+$949.6K	$1.9M
27	Crossmark Global Holdings, Inc. added	Shares	+24	+$836.7K	$1.7M
28	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+742	+$812.9K	$1.3M
29	GAMMA Investing LLC added	Shares	+174	+$734.6K	$1.4M
30	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-236	+$653.5K	$1.5M
31	First National Advisers, LLC added	Shares	+647	+$577.4K	$886.9K
32	Aaron Wealth Advisors LLC trimmed	Shares	-647	+$556.7K	$1.5M
33	GREENLEAF TRUST added	Shares	+15	+$543.1K	$1.1M
34	Sequoia Financial Advisors, LLC added	Shares	+516	+$540.2K	$872.3K
35	CV Advisors LLC new	Shares	+1.2K	+$533.8K	$533.8K
36	Wedmont Private Capital added	Shares	+239	+$522.5K	$1.5M
37	Counterpoint Mutual Funds LLC unchanged	Shares	0	+$522.4K	$1.1M
38	Apollon Wealth Management, LLC new	Shares	+1.1K	+$501.7K	$501.7K
39	SIGNATUREFD, LLC trimmed	Shares	-18	+$489.8K	$1.0M
40	Venturi Wealth Management, LLC trimmed	Shares	-248	+$477.9K	$1.1M
41	Fifth Third Wealth Advisors LLC added	Shares	+60	+$475.4K	$955.0K
42	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$473.4K	$1.6M
43	ROMANO BROTHERS AND COMPANY unchanged	Shares	0	+$442.2K	$915.0K
44	Trust Point Inc. new	Shares	+960	+$427.0K	$427.0K
45	Confluence Wealth Services, Inc. new	Shares	+951	+$423.0K	$423.0K
46	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-147	+$400.1K	$897.6K
47	Arlington Capital Management, Inc. new	Shares	+856	+$380.7K	$380.7K
48	Connecticut Capital Management Group, LLC new	Shares	+855	+$380.3K	$380.3K
49	Diversified Trust Co added	Shares	+25	+$371.2K	$756.2K
50	Farther Finance Advisors, LLC added	Shares	+504	+$357.6K	$509.6K

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