Filing Research | MOD - Modine Manufacturing Co. Institutional Holdings

Snapshot holdings

50 / 119 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	629.3KSH	$168.0M
2	REINHART PARTNERS, LLC.	Shares	555.7KSH	$148.4M
3	Pembroke Management, LTD	Shares	143.9KSH	$38.4M
4	Tema ETFs LLC	Shares	113.7KSH	$30.4M
5	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	61.2KSH	$16.3M
6	Swedbank AB	Shares	54.0KSH	$14.4M
7	ARDSLEY ADVISORY PARTNERS LP	Shares	45.0KSH	$12.0M
8	D.A. DAVIDSON & CO.	Shares	44.4KSH	$11.8M
9	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	32.3KSH	$8.6M
10	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	32.3KSH	$8.6M
11	Y-Intercept (Hong Kong) Ltd	Shares	30.5KSH	$8.1M
12	Hennion & Walsh Asset Management, Inc.	Shares	29.5KSH	$7.9M
13	Assenagon Asset Management S.A.	Shares	26.4KSH	$7.0M
14	Police & Firemen's Retirement System of New Jersey	Shares	23.5KSH	$6.3M
15	MOODY NATIONAL BANK TRUST DIVISION	Shares	22.1KSH	$5.9M
16	Union Bancaire Privee, UBP SA	Shares	25.6KSH	$5.9M
17	MEITAV INVESTMENT HOUSE LTD	Shares	21.8KSH	$5.8M
18	Mirae Asset Global Investments Co., Ltd.	Shares	19.2KSH	$5.1M
19	OAK RIDGE INVESTMENTS LLC	Shares	16.8KSH	$4.5M
20	EXCHANGE TRADED CONCEPTS, LLC	Shares	16.0KSH	$4.3M
21	Welch Group, LLC	Shares	13.0KSH	$3.5M
22	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	11.9KSH	$3.2M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.8KSH	$2.9M
24	CV Advisors LLC	Shares	8.6KSH	$2.3M
25	Legend Financial Advisors, Inc.	Shares	7.6KSH	$2.0M
26	Register Financial Advisors LLC	Shares	7.5KSH	$2.0M
27	ARGENT CAPITAL MANAGEMENT LLC	Shares	6.6KSH	$1.7M
28	LANARK FINANCIAL, INC.	Shares	4.7KSH	$1.3M
29	Bay Rivers Group	Shares	4.4KSH	$1.2M
30	MRA Advisory Group	Shares	4.3KSH	$1.2M
31	Yorktown Management & Research Co Inc	Shares	4.2KSH	$1.1M
32	Portside Wealth Group, LLC	Shares	4.0KSH	$1.1M
33	Harbour Capital Advisors, LLC	Shares	3.9KSH	$966.4K
34	SeaCrest Wealth Management, LLC	Shares	3.5KSH	$926.6K
35	Merit Financial Group, LLC	Shares	3.4KSH	$903.1K
36	Spire Wealth Management	Shares	3.3KSH	$886.2K
37	JAMES INVESTMENT RESEARCH, INC.	Shares	3.1KSH	$832.8K
38	Wealth Enhancement Trust Services, Inc.	Shares	3.1KSH	$827.8K
39	RATIONAL ADVISORS, INC.	Shares	3.0KSH	$798.7K
40	Williams & Novak, LLC	Shares	3.0KSH	$796.8K
41	Capstone Capital Management Ltd	Shares	2.9KSH	$780.8K
42	Abel Hall, LLC	Shares	2.9KSH	$768.8K
43	New England Research & Management, Inc.	Shares	2.9KSH	$761.0K
44	PFG Investments, LLC	Shares	2.5KSH	$673.2K
45	Farther Finance Advisors, LLC	Shares	2.5KSH	$663.4K
46	Diversified Trust Co	Shares	2.4KSH	$636.0K
47	Significant Wealth Partners LLC	Shares	2.3KSH	$611.7K
48	SteelPeak Wealth, LLC	Shares	2.1KSH	$566.9K
49	DAVENPORT & Co LLC	Shares	2.1KSH	$554.1K
50	Accredited Investors Inc.	Shares	1.8KSH	$480.6K

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

50 / 127 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO trimmed	Shares	-21.4K	+$27.0M	$168.0M
2	REINHART PARTNERS, LLC. trimmed	Shares	-45.5K	+$18.1M	$148.4M
3	Swedbank AB new	Shares	+54.0K	+$14.4M	$14.4M
4	Tema ETFs LLC added	Shares	+15.2K	+$9.0M	$30.4M
5	ACORN FINANCIAL ADVISORY SERVICES INC /ADV new	Shares	+32.3K	+$8.6M	$8.6M
6	Y-Intercept (Hong Kong) Ltd new	Shares	+30.5K	+$8.1M	$8.1M
7	MEITAV INVESTMENT HOUSE LTD new	Shares	+21.8K	+$5.8M	$5.8M
8	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+16.0K	+$4.3M	$4.3M
9	Union Bancaire Privee, UBP SA added	Shares	+15.6K	+$4.0M	$5.9M
10	Police & Firemen's Retirement System of New Jersey added	Shares	+9.2K	+$3.2M	$6.3M
11	Pembroke Management, LTD trimmed	Shares	-22.0K	+$2.5M	$38.4M
12	CV Advisors LLC new	Shares	+8.6K	+$2.3M	$2.3M
13	Hennion & Walsh Asset Management, Inc. added	Shares	+3.3K	+$2.2M	$7.9M
14	CAMPBELL NEWMAN ASSET MANAGEMENT INC added	Shares	+1.1K	+$1.9M	$8.6M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.8K	+$1.2M	$2.9M
16	SeaCrest Wealth Management, LLC new	Shares	+3.5K	+$926.6K	$926.6K
17	OAK RIDGE INVESTMENTS LLC added	Shares	+351	+$922.1K	$4.5M
18	D.A. DAVIDSON & CO. trimmed	Shares	-6.4K	+$850.2K	$11.8M
19	RATIONAL ADVISORS, INC. new	Shares	+3.0K	+$798.7K	$798.7K
20	Capstone Capital Management Ltd new	Shares	+2.9K	+$780.8K	$780.8K
21	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-960	+$758.9K	$5.1M
22	Welch Group, LLC unchanged	Shares	0	+$654.0K	$3.5M
23	SteelPeak Wealth, LLC new	Shares	+2.1K	+$566.9K	$566.9K
24	Accredited Investors Inc. new	Shares	+1.8K	+$480.6K	$480.6K
25	New England Research & Management, Inc. added	Shares	+1.5K	+$473.9K	$761.0K
26	Tactive Advisors, LLC new	Shares	+1.5K	+$400.5K	$400.5K
27	HIGHLAND CAPITAL MANAGEMENT, LLC new	Shares	+1.4K	+$381.6K	$381.6K
28	Harbour Capital Advisors, LLC added	Shares	+1.6K	+$369.0K	$966.4K
29	Prospera Financial Services Inc new	Shares	+1.3K	+$337.8K	$337.8K
30	SBI Securities Co., Ltd. added	Shares	+1.1K	+$298.9K	$324.4K
31	Arista Wealth Management, LLC new	Shares	+1.0K	+$267.0K	$267.0K
32	Portside Wealth Group, LLC added	Shares	+284	+$263.5K	$1.1M
33	QRG CAPITAL MANAGEMENT, INC. new	Shares	+930	+$248.3K	$248.3K
34	Stronghold Wealth Management L.L.C. new	Shares	+901	+$240.6K	$240.6K
35	Realta Investment Advisors new	Shares	+872	+$232.8K	$232.8K
36	Bay Rivers Group added	Shares	+40	+$228.9K	$1.2M
37	Yorktown Management & Research Co Inc unchanged	Shares	0	+$208.8K	$1.1M
38	DAVENPORT & Co LLC added	Shares	+475	+$207.3K	$554.1K
39	OLD NATIONAL BANCORP /IN/ new	Shares	+761	+$203.2K	$203.2K
40	Gradient Investments LLC new	Shares	+760	+$202.9K	$202.9K
41	Revolve Wealth Partners, LLC new	Shares	+758	+$202.4K	$202.4K
42	Optas, LLC new	Shares	+751	+$200.5K	$200.5K
43	Spire Wealth Management added	Shares	+110	+$190.8K	$886.2K
44	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+667	+$178.1K	$178.1K
45	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$156.9K	$832.8K
46	Merit Financial Group, LLC trimmed	Shares	-64	+$156.3K	$903.1K
47	Abel Hall, LLC added	Shares	+3	+$145.5K	$768.8K
48	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+518	+$138.3K	$138.3K
49	Farther Finance Advisors, LLC added	Shares	+106	+$133.0K	$663.4K
50	PFG Investments, LLC added	Shares	+11	+$129.2K	$673.2K

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