Filing Research | NAVI - NAVIENT CORPORATION Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	289.6KSH	$2.5M
2	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	87.4KSH	$743.7K
3	Park Capital Management, LLC / WI	Shares	34.3KSH	$292.3K
4	GAMMA Investing LLC	Shares	30.7KSH	$261.3K
5	ANCHYRA PARTNERS LLC	Shares	28.6KSH	$243.3K
6	Louisiana State Employees Retirement System	Shares	28.4KSH	$241.7K
7	Sequoia Financial Advisors, LLC	Shares	25.0KSH	$212.4K
8	Fifth Third Wealth Advisors LLC	Shares	24.5KSH	$208.6K
9	Police & Firemen's Retirement System of New Jersey	Shares	19.5KSH	$166.3K
10	Symmetry Partners, LLC	Shares	19.5KSH	$165.6K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	17.8KSH	$151.5K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.3KSH	$142.9K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	15.4KSH	$130.9K
14	Abel Hall, LLC	Shares	12.1KSH	$102.8K
15	GREENWOOD GEARHART LLC	Shares	11.8KSH	$100.5K
16	Commonwealth Financial Services, LLC	Shares	11.8KSH	$100.0K
17	Farther Finance Advisors, LLC	Shares	9.0KSH	$76.5K
18	SIGNATUREFD, LLC	Shares	5.6KSH	$48.0K
19	HM PAYSON & CO	Shares	5.5KSH	$47.2K
20	Versant Capital Management, Inc	Shares	4.9KSH	$41.3K
21	Curat Global, LLC	Shares	105SH	$33.0K
22	EverSource Wealth Advisors, LLC	Shares	2.7KSH	$22.9K
23	MassMutual Private Wealth & Trust, FSB	Shares	1.2KSH	$10.2K
24	SJS Investment Consulting Inc.	Shares	1.1KSH	$9.7K
25	SBI Securities Co., Ltd.	Shares	855SH	$7.3K
26	Steigerwald, Gordon & Koch Inc.	Shares	525SH	$4.5K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	500SH	$4.4K
28	Triumph Capital Management	Shares	500SH	$4.3K
29	True Wealth Design, LLC	Shares	386SH	$3.3K
30	LRI Investments, LLC	Shares	358SH	$3.0K
31	Physician Wealth Advisors, Inc.	Shares	297SH	$2.5K
32	IFP Advisors, Inc	Shares	223SH	$1.9K
33	Wealth Enhancement Trust Services, Inc.	Shares	100SH	$851
34	Cedar Mountain Advisors, LLC	Shares	94SH	$800
35	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	83.7KSH	$712
36	Moisand Fitzgerald Tamayo, LLC	Shares	78SH	$664
37	Ares Financial Consulting, LLC	Shares	72SH	$613
38	FARMERS & MERCHANTS INVESTMENTS INC	Shares	48SH	$408
39	GILPIN WEALTH MANAGEMENT, LLC	Shares	24SH	$205
40	State of Alaska, Department of Revenue	Shares	21.4KSH	$181
41	AMALGAMATED BANK	Shares	17.4KSH	$148
42	Arlington Trust Co LLC	Shares	15SH	$128
43	Davis Capital Management	Shares	5SH	$43
44	Capital Advisors, Ltd. LLC	Shares	786SH	$7

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

48 / 48 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+139.6K	+$1.2M	$2.5M
2	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+71.4K	+$613.1K	$743.7K
3	Park Capital Management, LLC / WI new	Shares	+34.3K	+$292.3K	$292.3K
4	ANCHYRA PARTNERS LLC new	Shares	+28.6K	+$243.3K	$243.3K
5	Sequoia Financial Advisors, LLC new	Shares	+25.0K	+$212.4K	$212.4K
6	Fifth Third Wealth Advisors LLC new	Shares	+24.5K	+$208.6K	$208.6K
7	Symmetry Partners, LLC new	Shares	+19.5K	+$165.6K	$165.6K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+17.3K	+$142.9K	$142.9K
9	Commonwealth Financial Services, LLC new	Shares	+11.8K	+$100.0K	$100.0K
10	Farther Finance Advisors, LLC added	Shares	+5.7K	+$48.9K	$76.5K
11	Versant Capital Management, Inc added	Shares	+4.1K	+$35.2K	$41.3K
12	GAMMA Investing LLC added	Shares	+2.9K	+$34.0K	$261.3K
13	Curat Global, LLC trimmed	Shares	-475	+$28.3K	$33.0K
14	HM PAYSON & CO added	Shares	+2.8K	+$24.5K	$47.2K
15	GREENWOOD GEARHART LLC added	Shares	+1.5K	+$16.2K	$100.5K
16	EverSource Wealth Advisors, LLC added	Shares	+1.2K	+$10.5K	$22.9K
17	SJS Investment Consulting Inc. added	Shares	+1.0K	+$8.7K	$9.7K
18	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$6.5K	$166.3K
19	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-37	+$5.6K	$151.5K
20	True Wealth Design, LLC added	Shares	+379	+$3.2K	$3.3K
21	Louisiana State Employees Retirement System trimmed	Shares	-1.0K	+$1.2K	$241.7K
22	Physician Wealth Advisors, Inc. added	Shares	+117	+$1.1K	$2.5K
23	SBI Securities Co., Ltd. added	Shares	+93	+$1.0K	$7.3K
24	MassMutual Private Wealth & Trust, FSB added	Shares	+69	+$962	$10.2K
25	Wealth Enhancement Trust Services, Inc. new	Shares	+100	+$851	$851
26	Cedar Mountain Advisors, LLC new	Shares	+94	+$800	$800
27	IFP Advisors, Inc added	Shares	+36	+$368	$1.9K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$220	$4.4K
29	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+24	+$205	$205
30	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$173	$4.5K
31	Triumph Capital Management unchanged	Shares	0	+$165	$4.3K
32	LRI Investments, LLC unchanged	Shares	0	+$119	$3.0K
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.2K	+$46	$712
34	Davis Capital Management new	Shares	+5	+$43	$43
35	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$25	$664
36	Ares Financial Consulting, LLC unchanged	Shares	0	+$16	$613
37	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$15	$408
38	Arlington Trust Co LLC unchanged	Shares	0	+$5	$128
39	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$7
40	AMALGAMATED BANK trimmed	Shares	-1.7K	-$8	$148
41	State of Alaska, Department of Revenue trimmed	Shares	-11.3K	-$86	$181
42	Handelsbanken Fonder AB exited	Shares	-20.1K	-$164	$0
43	Sound Income Strategies, LLC exited	Shares	-102	-$846	$0
44	Scarborough Advisors, LLC exited	Shares	-327	-$2.7K	$0
45	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.0K	-$3.1K	$130.9K
46	SIGNATUREFD, LLC trimmed	Shares	-1.7K	-$11.7K	$48.0K
47	Abel Hall, LLC trimmed	Shares	-3.0K	-$20.5K	$102.8K
48	WEDGE CAPITAL MANAGEMENT L L P/NC exited	Shares	-80.8K	-$661.0K	$0