Filing Research | NHC - NATIONAL HEALTHCARE CORP Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Vest Financial, LLC	Shares	50.1KSH	$10.6M
2	Louisiana State Employees Retirement System	Shares	5.5KSH	$1.2M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.4KSH	$1.1M
4	CENTRAL VALLEY ADVISORS, LLC	Shares	5.4KSH	$1.1M
5	Ellsworth Advisors, LLC	Shares	5.0KSH	$1.1M
6	Robeco Institutional Asset Management B.V.	Shares	5.1KSH	$1.1M
7	JAMES INVESTMENT RESEARCH, INC.	Shares	4.5KSH	$941.8K
8	Police & Firemen's Retirement System of New Jersey	Shares	3.8KSH	$809.9K
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.5KSH	$742.5K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	3.4KSH	$715.5K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	3.0KSH	$626.3K
12	SJS Investment Consulting Inc.	Shares	2.0KSH	$413.4K
13	Ballentine Partners, LLC	Shares	1.8KSH	$379.2K
14	Wheelhouse Advisory Group LLC	Shares	1.6KSH	$333.4K
15	Reliant Investment Management, LLC	Shares	1.4KSH	$295.9K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.4KSH	$295.0K
17	BURNEY CO/	Shares	1.4KSH	$293.2K
18	Baron Wealth Management LLC	Shares	1.3KSH	$265.9K
19	Abel Hall, LLC	Shares	1.2KSH	$244.1K
20	SIGNATUREFD, LLC	Shares	959SH	$202.7K
21	Crossmark Global Holdings, Inc.	Shares	953SH	$201.4K
22	GAMMA Investing LLC	Shares	389SH	$82.2K
23	EverSource Wealth Advisors, LLC	Shares	247SH	$52.2K
24	Blue Trust, Inc.	Shares	144SH	$30.4K
25	Farther Finance Advisors, LLC	Shares	143SH	$30.2K
26	IFP Advisors, Inc	Shares	45SH	$9.5K
27	Versant Capital Management, Inc	Shares	26SH	$5.5K
28	Fortitude Family Office, LLC	Shares	14SH	$3.0K
29	MassMutual Private Wealth & Trust, FSB	Shares	13SH	$2.7K
30	Dogwood Wealth Management LLC	Shares	8SH	$1.7K
31	FARMERS & MERCHANTS INVESTMENTS INC	Shares	8SH	$1.7K
32	State of Alaska, Department of Revenue	Shares	4.9KSH	$1.0K
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	4SH	$851
34	Handelsbanken Fonder AB	Shares	3.6KSH	$761
35	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	3.6KSH	$759
36	AMALGAMATED BANK	Shares	3.4KSH	$712
37	True Wealth Design, LLC	Shares	3SH	$635
38	Hughes Financial Services, LLC	Shares	3SH	$634
39	JFS WEALTH ADVISORS, LLC	Shares	2SH	$425
40	GILPIN WEALTH MANAGEMENT, LLC	Shares	2SH	$423
41	Abound Wealth Management	Shares	1SH	$212
42	Davis Capital Management	Shares	1SH	$211
43	SBI Securities Co., Ltd.	Shares	1SH	$211
44	Capital Advisors, Ltd. LLC	Shares	20SH	$4

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

46 / 46 loaded

#		Instrument
1	Vest Financial, LLC added	Shares	+10.7K	+$4.3M	$10.6M
2	BURNEY CO/ new	Shares	+1.4K	+$293.2K	$293.2K
3	Ellsworth Advisors, LLC added	Shares	+56	+$289.4K	$1.1M
4	Louisiana State Employees Retirement System unchanged	Shares	0	+$284.1K	$1.2M
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+23	+$283.8K	$1.1M
6	CENTRAL VALLEY ADVISORS, LLC unchanged	Shares	0	+$276.5K	$1.1M
7	Baron Wealth Management LLC new	Shares	+1.3K	+$265.9K	$265.9K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+314	+$248.1K	$809.9K
9	Abel Hall, LLC new	Shares	+1.2K	+$244.1K	$244.1K
10	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$230.2K	$941.8K
11	Crossmark Global Holdings, Inc. new	Shares	+953	+$201.4K	$201.4K
12	Robeco Institutional Asset Management B.V. trimmed	Shares	-493	+$182.3K	$1.1M
13	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+6	+$182.0K	$742.5K
14	YOUSIF CAPITAL MANAGEMENT, LLC unchanged	Shares	0	+$174.9K	$715.5K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-106	+$136.1K	$626.3K
16	Wheelhouse Advisory Group LLC added	Shares	+313	+$131.6K	$333.4K
17	SJS Investment Consulting Inc. added	Shares	+46	+$108.4K	$413.4K
18	Ballentine Partners, LLC unchanged	Shares	0	+$92.7K	$379.2K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+106	+$84.0K	$295.0K
20	Reliant Investment Management, LLC unchanged	Shares	0	+$72.3K	$295.9K
21	SIGNATUREFD, LLC added	Shares	+72	+$61.0K	$202.7K
22	GAMMA Investing LLC added	Shares	+21	+$23.4K	$82.2K
23	Farther Finance Advisors, LLC trimmed	Shares	-3	+$7.1K	$30.2K
24	Blue Trust, Inc. trimmed	Shares	-27	+$3.1K	$30.4K
25	Fortitude Family Office, LLC new	Shares	+14	+$3.0K	$3.0K
26	EverSource Wealth Advisors, LLC trimmed	Shares	-64	+$2.5K	$52.2K
27	Versant Capital Management, Inc unchanged	Shares	0	+$1.3K	$5.5K
28	MassMutual Private Wealth & Trust, FSB added	Shares	+1	+$832	$2.7K
29	Handelsbanken Fonder AB new	Shares	+3.6K	+$761	$761
30	Hughes Financial Services, LLC added	Shares	+2	+$474	$634
31	JFS WEALTH ADVISORS, LLC new	Shares	+2	+$425	$425
32	Dogwood Wealth Management LLC unchanged	Shares	0	+$413	$1.7K
33	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$413	$1.7K
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$219	$851
35	Davis Capital Management new	Shares	+1	+$211	$211
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+113	+$204	$759
37	True Wealth Design, LLC unchanged	Shares	0	+$155	$635
38	AMALGAMATED BANK trimmed	Shares	-211	+$140	$712
39	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$103	$423
40	Abound Wealth Management unchanged	Shares	0	+$52	$212
41	SBI Securities Co., Ltd. unchanged	Shares	0	+$51	$211
42	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$4
43	State of Alaska, Department of Revenue trimmed	Shares	-2.0K	-$67	$1.0K
44	IFP Advisors, Inc trimmed	Shares	-20	-$869	$9.5K
45	Sound Income Strategies, LLC exited	Shares	-49	-$7.8K	$0
46	Y-Intercept (Hong Kong) Ltd exited	Shares	-3.6K	-$582.9K	$0