Filing Research | MTCH - MATCH GROUP INC NEW Institutional Holdings

Snapshot holdings

50 / 120 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	816.8KSH	$31.1M
2	PENN DAVIS MCFARLAND INC	Shares	531.1KSH	$20.2M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	256.4KSH	$8.8M
4	Crossmark Global Holdings, Inc.	Shares	205.8KSH	$7.8M
5	Vest Financial, LLC	Shares	202.6KSH	$7.7M
6	Robeco Institutional Asset Management B.V.	Shares	189.9KSH	$7.2M
7	Sound Income Strategies, LLC	Shares	136.7KSH	$5.2M
8	CWA Asset Management Group, LLC	Shares	110.1KSH	$4.2M
9	Police & Firemen's Retirement System of New Jersey	Shares	104.7KSH	$4.0M
10	Louisiana State Employees Retirement System	Shares	102.2KSH	$3.9M
11	PATTON ALBERTSON MILLER GROUP, LLC	Shares	81.4KSH	$3.1M
12	Y-Intercept (Hong Kong) Ltd	Shares	81.1KSH	$3.1M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	63.1KSH	$2.4M
14	Merit Financial Group, LLC	Shares	62.1KSH	$2.4M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	55.3KSH	$2.1M
16	Sivia Capital Partners, LLC	Shares	49.9KSH	$1.9M
17	D.A. DAVIDSON & CO.	Shares	48.9KSH	$1.9M
18	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	40.0KSH	$1.5M
19	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	31.7KSH	$1.2M
20	NorthCrest Asset Manangement, LLC	Shares	29.1KSH	$1.1M
21	BANQUE PICTET & CIE SA	Shares	22.0KSH	$837.1K
22	Hennion & Walsh Asset Management, Inc.	Shares	21.1KSH	$802.1K
23	WADDELL & ASSOCIATES, LLC	Shares	18.9KSH	$717.7K
24	Burns Matteson Capital Management, LLC	Shares	18.6KSH	$707.4K
25	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	18.2KSH	$690.8K
26	Versant Capital Management, Inc	Shares	15.5KSH	$588.4K
27	Sequoia Financial Advisors, LLC	Shares	14.6KSH	$554.5K
28	GAMMA Investing LLC	Shares	13.8KSH	$526.5K
29	COOKSON PEIRCE & CO INC	Shares	12.9KSH	$491.7K
30	Interchange Capital Partners, LLC	Shares	12.6KSH	$477.9K
31	Abel Hall, LLC	Shares	12.4KSH	$471.3K
32	Optas, LLC	Shares	12.4KSH	$471.2K
33	PensionDanmark Pensionsforsikringsaktieselskab	Shares	11.4KSH	$435.6K
34	Blue Trust, Inc.	Shares	11.3KSH	$430.0K
35	Venturi Wealth Management, LLC	Shares	10.7KSH	$407.1K
36	Aaron Wealth Advisors LLC	Shares	10.5KSH	$397.7K
37	EverSource Wealth Advisors, LLC	Shares	10.0KSH	$379.3K
38	SUMMITRY LLC	Shares	10.0KSH	$379.3K
39	Curated Wealth Partners LLC	Shares	305.1KSH	$368.9K
40	Everhart Financial Group, Inc.	Shares	9.6KSH	$364.2K
41	Generali Investments Towarzystwo Funduszy Inwestycyjnych	Shares	9.5KSH	$361.5K
42	MISSION WEALTH MANAGEMENT, LP	Shares	9.4KSH	$358.3K
43	Fifth Third Wealth Advisors LLC	Shares	9.4KSH	$355.8K
44	Wedmont Private Capital	Shares	8.9KSH	$345.0K
45	Apollon Wealth Management, LLC	Shares	7.5KSH	$284.5K
46	QRG CAPITAL MANAGEMENT, INC.	Shares	7.3KSH	$279.1K
47	180 WEALTH ADVISORS, LLC	Shares	7.2KSH	$272.9K
48	Platform Technology Partners	Shares	6.6KSH	$252.1K
49	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	6.3KSH	$240.6K
50	Chesley Taft & Associates LLC	Shares	6.2KSH	$237.2K

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

50 / 128 loaded

#		Instrument
1	Swedbank AB unchanged	Shares	0	+$6.0M	$31.1M
2	Crossmark Global Holdings, Inc. added	Shares	+107.7K	+$4.8M	$7.8M
3	PENN DAVIS MCFARLAND INC added	Shares	+6.4K	+$4.1M	$20.2M
4	Vest Financial, LLC added	Shares	+66.9K	+$3.5M	$7.7M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.3K	+$2.1M	$8.8M
6	CWA Asset Management Group, LLC added	Shares	+10.8K	+$1.1M	$4.2M
7	Sound Income Strategies, LLC added	Shares	+457	+$958.6K	$5.2M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+4.9K	+$920.2K	$4.0M
9	Sivia Capital Partners, LLC added	Shares	+12.7K	+$757.1K	$1.9M
10	Burns Matteson Capital Management, LLC new	Shares	+18.6K	+$707.4K	$707.4K
11	Louisiana State Employees Retirement System trimmed	Shares	-2.5K	+$673.4K	$3.9M
12	PATTON ALBERTSON MILLER GROUP, LLC added	Shares	+913	+$625.5K	$3.1M
13	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+9.3K	+$519.2K	$1.2M
14	COOKSON PEIRCE & CO INC new	Shares	+12.9K	+$491.7K	$491.7K
15	Interchange Capital Partners, LLC new	Shares	+12.6K	+$477.9K	$477.9K
16	PensionDanmark Pensionsforsikringsaktieselskab new	Shares	+11.4K	+$435.6K	$435.6K
17	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.5K	+$416.3K	$2.4M
18	Venturi Wealth Management, LLC new	Shares	+10.7K	+$407.1K	$407.1K
19	Curated Wealth Partners LLC new	Shares	+305.1K	+$368.9K	$368.9K
20	MISSION WEALTH MANAGEMENT, LP new	Shares	+9.4K	+$358.3K	$358.3K
21	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+6.1K	+$321.3K	$690.8K
22	NorthCrest Asset Manangement, LLC added	Shares	+2.7K	+$313.9K	$1.1M
23	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-3.1K	+$312.0K	$2.1M
24	D.A. DAVIDSON & CO. trimmed	Shares	-2.0K	+$297.0K	$1.9M
25	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI trimmed	Shares	-27	+$292.8K	$1.5M
26	QRG CAPITAL MANAGEMENT, INC. new	Shares	+7.3K	+$279.1K	$279.1K
27	Hennion & Walsh Asset Management, Inc. added	Shares	+3.3K	+$256.6K	$802.1K
28	NORTHWEST WEALTH MANAGEMENT, LLC new	Shares	+6.3K	+$240.6K	$240.6K
29	PFG Investments, LLC new	Shares	+5.7K	+$217.8K	$217.8K
30	GAMMA Investing LLC added	Shares	+3.8K	+$217.6K	$526.5K
31	55 North Private Wealth, LLC new	Shares	+5.7K	+$216.6K	$216.6K
32	Sequoia Financial Advisors, LLC added	Shares	+2.6K	+$186.9K	$554.5K
33	BANQUE PICTET & CIE SA unchanged	Shares	0	+$161.5K	$837.1K
34	Generali Investments Towarzystwo Funduszy Inwestycyjnych added	Shares	+2.9K	+$158.8K	$361.5K
35	Merit Financial Group, LLC trimmed	Shares	-10.2K	+$141.3K	$2.4M
36	Aaron Wealth Advisors LLC added	Shares	+1.6K	+$127.2K	$397.7K
37	WADDELL & ASSOCIATES, LLC trimmed	Shares	-482	+$123.6K	$717.7K
38	Versant Capital Management, Inc added	Shares	+289	+$122.4K	$588.4K
39	SUMMITRY LLC added	Shares	+1.6K	+$122.3K	$379.3K
40	Wedmont Private Capital added	Shares	+2.0K	+$121.0K	$345.0K
41	Abel Hall, LLC added	Shares	+254	+$98.7K	$471.3K
42	Blue Trust, Inc. added	Shares	+457	+$97.0K	$430.0K
43	Optas, LLC trimmed	Shares	-352	+$80.1K	$471.2K
44	CONTRAVISORY INVESTMENT MANAGEMENT, INC. new	Shares	+2.0K	+$76.3K	$76.3K
45	Fifth Third Wealth Advisors LLC trimmed	Shares	-305	+$59.3K	$355.8K
46	180 WEALTH ADVISORS, LLC trimmed	Shares	-258	+$44.7K	$272.9K
47	Apollon Wealth Management, LLC trimmed	Shares	-459	+$40.8K	$284.5K
48	Everhart Financial Group, Inc. trimmed	Shares	-981	+$40.1K	$364.2K
49	Union Bancaire Privee, UBP SA new	Shares	+1.1K	+$36.4K	$36.4K
50	ELEVATION WEALTH PARTNERS, LLC added	Shares	+884	+$34.1K	$36.2K

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