Filing Research | NGVT - INGEVITY CORP Institutional Holdings

Snapshot holdings

50 / 63 loaded

#		Instrument	quantity
1	ISTHMUS PARTNERS, LLC	Shares	65.6KSH	$4.9M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	64.8KSH	$4.8M
3	SALEM INVESTMENT COUNSELORS INC	Shares	44.7KSH	$3.3M
4	MOODY NATIONAL BANK TRUST DIVISION	Shares	41.5KSH	$3.1M
5	DAVENPORT & Co LLC	Shares	26.8KSH	$2.0M
6	CWA Asset Management Group, LLC	Shares	25.5KSH	$1.9M
7	Louisiana State Employees Retirement System	Shares	15.2KSH	$1.1M
8	Police & Firemen's Retirement System of New Jersey	Shares	10.5KSH	$785.7K
9	Y-Intercept (Hong Kong) Ltd	Shares	10.4KSH	$773.1K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.4KSH	$699.3K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.2KSH	$615.7K
12	LANARK FINANCIAL, INC.	Shares	5.4KSH	$402.8K
13	Sequoia Financial Advisors, LLC	Shares	5.4KSH	$399.9K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.3KSH	$381.1K
15	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	3.9KSH	$292.1K
16	Abacus Planning Group, Inc.	Shares	3.8KSH	$287.0K
17	CV Advisors LLC	Shares	3.7KSH	$278.1K
18	BURNEY CO/	Shares	2.8KSH	$205.9K
19	GAMMA Investing LLC	Shares	1.6KSH	$122.4K
20	EverSource Wealth Advisors, LLC	Shares	1.6KSH	$120.5K
21	HARBOR INVESTMENT ADVISORY, LLC	Shares	948SH	$70.8K
22	AdvisorNet Financial, Inc	Shares	601SH	$44.9K
23	Security National Bank	Shares	559SH	$41.7K
24	Oakworth Capital, Inc.	Shares	350SH	$25.4K
25	Blue Trust, Inc.	Shares	286SH	$21.4K
26	Versant Capital Management, Inc	Shares	264SH	$19.7K
27	Hartford Financial Management Inc.	Shares	260SH	$19.4K
28	Center for Financial Planning, Inc.	Shares	246SH	$18.4K
29	City State Bank	Shares	160SH	$11.9K
30	ARMSTRONG ADVISORY GROUP, INC	Shares	141SH	$10.5K
31	CoreCap Advisors, LLC	Shares	136SH	$10.2K
32	Farther Finance Advisors, LLC	Shares	133SH	$9.9K
33	SJS Investment Consulting Inc.	Shares	126SH	$9.4K
34	Cedar Mountain Advisors, LLC	Shares	98SH	$7.3K
35	SBI Securities Co., Ltd.	Shares	57SH	$4.3K
36	Smallwood Wealth Investment Management, LLC	Shares	41SH	$3.1K
37	HHM Wealth Advisors, LLC	Shares	39SH	$2.9K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	36.5KSH	$2.7K
39	Ares Financial Consulting, LLC	Shares	36SH	$2.7K
40	IFP Advisors, Inc	Shares	35SH	$2.6K
41	WEST PACES ADVISORS INC.	Shares	33SH	$2.5K
42	JFS WEALTH ADVISORS, LLC	Shares	32SH	$2.4K
43	EASTERN BANK	Shares	26SH	$1.9K
44	Fortitude Family Office, LLC	Shares	25SH	$1.9K
45	Golden State Wealth Management, LLC	Shares	23SH	$1.7K
46	FIRST HORIZON CORP	Shares	22SH	$1.6K
47	FARMERS & MERCHANTS INVESTMENTS INC	Shares	20SH	$1.5K
48	Atlantic Edge Private Wealth Management, LLC	Shares	18SH	$1.3K
49	Hughes Financial Services, LLC	Shares	17SH	$1.3K
50	Fruth Investment Management	Shares	16.6KSH	$1.2K

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

50 / 68 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+10.4K	+$773.1K	$773.1K
2	CV Advisors LLC new	Shares	+3.7K	+$278.1K	$278.1K
3	CWA Asset Management Group, LLC added	Shares	+2.6K	+$274.8K	$1.9M
4	ISTHMUS PARTNERS, LLC added	Shares	+330	+$249.1K	$4.9M
5	BURNEY CO/ new	Shares	+2.8K	+$205.9K	$205.9K
6	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$153.8K	$3.3M
7	MOODY NATIONAL BANK TRUST DIVISION unchanged	Shares	0	+$142.6K	$3.1M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+852	+$96.9K	$785.7K
9	DAVENPORT & Co LLC unchanged	Shares	0	+$92.3K	$2.0M
10	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-2.0K	+$77.5K	$4.8M
11	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+948	+$70.8K	$70.8K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+329	+$28.6K	$381.1K
13	LANARK FINANCIAL, INC. added	Shares	+94	+$25.3K	$402.8K
14	Sequoia Financial Advisors, LLC added	Shares	+1	+$18.5K	$399.9K
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-206	+$17.5K	$699.3K
16	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+4	+$13.7K	$292.1K
17	Abacus Planning Group, Inc. unchanged	Shares	0	+$13.2K	$287.0K
18	GAMMA Investing LLC added	Shares	+49	+$9.1K	$122.4K
19	SJS Investment Consulting Inc. added	Shares	+120	+$9.0K	$9.4K
20	Farther Finance Advisors, LLC added	Shares	+50	+$3.9K	$9.9K
21	CoreCap Advisors, LLC added	Shares	+38	+$3.2K	$10.2K
22	EverSource Wealth Advisors, LLC trimmed	Shares	-39	+$2.8K	$120.5K
23	WEST PACES ADVISORS INC. new	Shares	+33	+$2.5K	$2.5K
24	Louisiana State Employees Retirement System trimmed	Shares	-700	+$2.4K	$1.1M
25	AdvisorNet Financial, Inc unchanged	Shares	0	+$2.1K	$44.9K
26	Security National Bank unchanged	Shares	0	+$1.9K	$41.7K
27	Versant Capital Management, Inc unchanged	Shares	0	+$908	$19.7K
28	IFP Advisors, Inc added	Shares	+11	+$903	$2.6K
29	Hartford Financial Management Inc. unchanged	Shares	0	+$895	$19.4K
30	Center for Financial Planning, Inc. unchanged	Shares	0	+$846	$18.4K
31	JFS WEALTH ADVISORS, LLC added	Shares	+8	+$680	$2.4K
32	City State Bank unchanged	Shares	0	+$550	$11.9K
33	Creative Capital Management Investments LLC new	Shares	+7	+$523	$523
34	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$485	$10.5K
35	Oakworth Capital, Inc. unchanged	Shares	0	+$472	$25.4K
36	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$337	$7.3K
37	SIGNATUREFD, LLC added	Shares	+4	+$333	$1.0K
38	Davis Capital Management new	Shares	+2	+$149	$149
39	LRI Investments, LLC new	Shares	+2	+$149	$149
40	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$141	$3.1K
41	HHM Wealth Advisors, LLC unchanged	Shares	0	+$135	$2.9K
42	Hughes Financial Services, LLC added	Shares	+1	+$129	$1.3K
43	EASTERN BANK unchanged	Shares	0	+$89	$1.9K
44	Ares Financial Consulting, LLC unchanged	Shares	0	+$86	$2.7K
45	Golden State Wealth Management, LLC unchanged	Shares	0	+$79	$1.7K
46	FIRST HORIZON CORP unchanged	Shares	0	+$76	$1.6K
47	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$68	$1.5K
48	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$62	$1.3K
49	SBI Securities Co., Ltd. trimmed	Shares	-2	+$53	$4.3K
50	Handelsbanken Fonder AB unchanged	Shares	0	+$45	$959

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