Filing Research | MWA - MUELLER WTR PRODS INC Institutional Holdings

Snapshot holdings

50 / 72 loaded

#		Instrument	quantity
1	Perpetual Ltd	Shares	459.4KSH	$11.9M
2	Assenagon Asset Management S.A.	Shares	455.8KSH	$11.8M
3	BFSG, LLC	Shares	223.8KSH	$5.8M
4	Vest Financial, LLC	Shares	210.2KSH	$5.4M
5	Y-Intercept (Hong Kong) Ltd	Shares	129.9KSH	$3.4M
6	First National Advisers, LLC	Shares	113.8KSH	$2.9M
7	OAK RIDGE INVESTMENTS LLC	Shares	108.3KSH	$2.8M
8	QRG CAPITAL MANAGEMENT, INC.	Shares	79.3KSH	$2.0M
9	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	78.6KSH	$2.0M
10	Louisiana State Employees Retirement System	Shares	68.6KSH	$1.8M
11	Union Bancaire Privee, UBP SA	Shares	48.8KSH	$1.3M
12	Police & Firemen's Retirement System of New Jersey	Shares	46.4KSH	$1.2M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	42.3KSH	$1.1M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	37.1KSH	$958.4K
15	BENJAMIN EDWARDS INC	Shares	33.9KSH	$875.1K
16	JAMES INVESTMENT RESEARCH, INC.	Shares	31.5KSH	$814.2K
17	PFG Advisors	Shares	29.7KSH	$767.8K
18	Hennion & Walsh Asset Management, Inc.	Shares	21.0KSH	$541.7K
19	EXCHANGE TRADED CONCEPTS, LLC	Shares	20.5KSH	$528.9K
20	D.A. DAVIDSON & CO.	Shares	19.7KSH	$509.3K
21	Central Pacific Bank - Trust Division	Shares	17.5KSH	$452.0K
22	PFG Investments, LLC	Shares	14.4KSH	$372.9K
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	13.9KSH	$359.7K
24	Crossmark Global Holdings, Inc.	Shares	13.8KSH	$356.7K
25	Envestnet Portfolio Solutions, Inc.	Shares	13.8KSH	$356.1K
26	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	13.0KSH	$335.9K
27	Farther Finance Advisors, LLC	Shares	9.9KSH	$254.8K
28	BURNEY CO/	Shares	9.7KSH	$249.6K
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.7KSH	$241.0K
30	SBI Okasan Asset Management Co.Ltd.	Shares	9.0KSH	$234.9K
31	Blue Trust, Inc.	Shares	8.8KSH	$227.7K
32	Wealthcare Advisory Partners LLC	Shares	8.4KSH	$218.0K
33	EverSource Wealth Advisors, LLC	Shares	8.2KSH	$212.2K
34	Abel Hall, LLC	Shares	8.1KSH	$210.4K
35	SIGNATUREFD, LLC	Shares	7.9KSH	$204.4K
36	GAMMA Investing LLC	Shares	4.5KSH	$115.9K
37	HHM Wealth Advisors, LLC	Shares	2.0KSH	$51.7K
38	Hickory Point Bank & Trust	Shares	1.3KSH	$32.3K
39	Versant Capital Management, Inc	Shares	1.2KSH	$32.2K
40	Raleigh Capital Management Inc.	Shares	745SH	$19.2K
41	CoreCap Advisors, LLC	Shares	611SH	$15.8K
42	TRUST CO OF TOLEDO NA /OH/	Shares	600SH	$15.5K
43	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	376SH	$9.4K
44	Dogwood Wealth Management LLC	Shares	363SH	$9.4K
45	IFP Advisors, Inc	Shares	300SH	$7.7K
46	JFS WEALTH ADVISORS, LLC	Shares	178SH	$4.6K
47	SJS Investment Consulting Inc.	Shares	123SH	$3.2K
48	Fortitude Family Office, LLC	Shares	98SH	$2.5K
49	LANARK FINANCIAL, INC.	Shares	85SH	$2.2K
50	FARMERS & MERCHANTS INVESTMENTS INC	Shares	80SH	$2.1K

Scroll to load more

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

50 / 80 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+129.9K	+$3.4M	$3.4M
2	Vest Financial, LLC added	Shares	+76.3K	+$1.7M	$5.4M
3	JAMES INVESTMENT RESEARCH, INC. new	Shares	+31.5K	+$814.2K	$814.2K
4	Crossmark Global Holdings, Inc. new	Shares	+13.8K	+$356.7K	$356.7K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+9.7K	+$241.0K	$241.0K
6	Union Bancaire Privee, UBP SA added	Shares	+4.9K	+$84.5K	$1.3M
7	BURNEY CO/ added	Shares	+2.0K	+$37.6K	$249.6K
8	PFG Advisors added	Shares	+3.0K	+$33.7K	$767.8K
9	D.A. DAVIDSON & CO. added	Shares	+2.4K	+$31.9K	$509.3K
10	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.3K	+$30.3K	$528.9K
11	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.9K	+$28.2K	$359.7K
12	Police & Firemen's Retirement System of New Jersey added	Shares	+3.5K	+$19.2K	$1.2M
13	QRG CAPITAL MANAGEMENT, INC. added	Shares	+5.4K	+$17.0K	$2.0M
14	Envestnet Portfolio Solutions, Inc. added	Shares	+1.3K	+$11.8K	$356.1K
15	Farther Finance Advisors, LLC added	Shares	+1.1K	+$9.0K	$254.8K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+355	+$8.9K	$9.4K
17	GAMMA Investing LLC added	Shares	+421	+$4.1K	$115.9K
18	SJS Investment Consulting Inc. added	Shares	+91	+$2.3K	$3.2K
19	Valued Wealth Advisors LLC new	Shares	+57	+$1.5K	$1.5K
20	HORIZON FINANCIAL SERVICES, LLC new	Shares	+52	+$1.3K	$1.3K
21	WEST PACES ADVISORS INC. new	Shares	+49	+$1.3K	$1.3K
22	Creative Capital Management Investments LLC new	Shares	+48	+$1.2K	$1.2K
23	LRI Investments, LLC new	Shares	+10	+$258	$258
24	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC new	Shares	+9.9K	+$257	$257
25	Davis Capital Management new	Shares	+9	+$232	$232
26	JFS WEALTH ADVISORS, LLC added	Shares	+16	+$144	$4.6K
27	TSFG, LLC unchanged	Shares	0	$0	$5
28	Hughes Financial Services, LLC unchanged	Shares	0	-$1	$26
29	Fruth Investment Management unchanged	Shares	0	-$29	$458
30	PARK AVENUE SECURITIES LLC added	Shares	+333	-$44	$836
31	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$46	$724
32	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$50	$775
33	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$61	$956
34	Handelsbanken Fonder AB unchanged	Shares	0	-$85	$1.3K
35	Bogart Wealth, LLC unchanged	Shares	0	-$111	$1.7K
36	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$133	$2.1K
37	LANARK FINANCIAL, INC. unchanged	Shares	0	-$141	$2.2K
38	AMALGAMATED BANK trimmed	Shares	-2.9K	-$149	$1.1K
39	Fortitude Family Office, LLC trimmed	Shares	-1	-$191	$2.5K
40	Abound Wealth Management exited	Shares	-7	-$193	$0
41	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-8	-$242	$336
42	Vermillion Wealth Management, Inc. exited	Shares	-16	-$440	$0
43	IFP Advisors, Inc unchanged	Shares	0	-$498	$7.7K
44	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-17.2K	-$562	$1.4K
45	Dogwood Wealth Management LLC unchanged	Shares	0	-$603	$9.4K
46	State of Alaska, Department of Revenue trimmed	Shares	-25.6K	-$805	$1.6K
47	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$996	$15.5K
48	Raleigh Capital Management Inc. trimmed	Shares	-3	-$1.3K	$19.2K
49	Richardson Capital Management LLC exited	Shares	-67	-$1.8K	$0
50	Versant Capital Management, Inc unchanged	Shares	0	-$2.1K	$32.2K

Scroll to load more