Filing Research | NVST - Envista Holdings Corp Institutional Holdings

Snapshot holdings

50 / 64 loaded

#		Instrument	quantity
1	Capricorn Fund Managers Ltd	Shares	319.0KSH	$8.4M
2	BURNEY CO/	Shares	135.7KSH	$3.6M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	138.6KSH	$3.2M
4	Oliver Luxxe Assets LLC	Shares	74.7KSH	$2.0M
5	Police & Firemen's Retirement System of New Jersey	Shares	73.8KSH	$1.9M
6	SHAYNE & JACOBS, LLC	Shares	58.7KSH	$1.5M
7	FIRST CITIZENS BANK & TRUST CO	Shares	54.3KSH	$1.4M
8	ABLE Financial Group, LLC	Shares	54.2KSH	$1.4M
9	Envestnet Portfolio Solutions, Inc.	Shares	51.9KSH	$1.4M
10	Louisiana State Employees Retirement System	Shares	47.6KSH	$1.3M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	46.5KSH	$1.2M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	39.0KSH	$1.0M
13	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	37.9KSH	$998.7K
14	Aaron Wealth Advisors LLC	Shares	29.2KSH	$770.6K
15	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	25.6KSH	$673.3K
16	Merit Financial Group, LLC	Shares	21.6KSH	$570.3K
17	Versant Capital Management, Inc	Shares	16.5KSH	$433.7K
18	Optas, LLC	Shares	16.0KSH	$420.6K
19	COOKSON PEIRCE & CO INC	Shares	13.2KSH	$348.2K
20	NorthCrest Asset Manangement, LLC	Shares	13.2KSH	$340.9K
21	SECURIAN ASSET MANAGEMENT, INC	Shares	12.0KSH	$320.7K
22	Abel Hall, LLC	Shares	12.0KSH	$314.9K
23	Crossmark Global Holdings, Inc.	Shares	11.8KSH	$311.7K
24	Sequoia Financial Advisors, LLC	Shares	11.4KSH	$301.3K
25	Cadent Capital Advisors, LLC	Shares	10.7KSH	$281.0K
26	Y-Intercept (Hong Kong) Ltd	Shares	10.0KSH	$262.7K
27	Herold Advisors, Inc.	Shares	8.6KSH	$225.0K
28	QRG CAPITAL MANAGEMENT, INC.	Shares	8.2KSH	$215.7K
29	Interchange Capital Partners, LLC	Shares	7.9KSH	$209.2K
30	Legacy Wealth Asset Management, LLC	Shares	7.6KSH	$200.1K
31	GAMMA Investing LLC	Shares	4.0KSH	$105.8K
32	EverSource Wealth Advisors, LLC	Shares	3.6KSH	$94.9K
33	Farther Finance Advisors, LLC	Shares	2.8KSH	$74.7K
34	Curated Wealth Partners LLC	Shares	35.6KSH	$61.8K
35	Blue Trust, Inc.	Shares	2.1KSH	$56.6K
36	IFP Advisors, Inc	Shares	2.0KSH	$53.9K
37	SJS Investment Consulting Inc.	Shares	1.8KSH	$48.6K
38	True Wealth Design, LLC	Shares	1.5KSH	$40.2K
39	Fortitude Family Office, LLC	Shares	1.1KSH	$28.0K
40	SIGNATUREFD, LLC	Shares	893SH	$23.5K
41	Cedar Mountain Advisors, LLC	Shares	831SH	$21.9K
42	LRI Investments, LLC	Shares	829SH	$21.8K
43	ELEVATION WEALTH PARTNERS, LLC	Shares	663SH	$17.5K
44	Sachetta, LLC	Shares	435SH	$11.5K
45	MassMutual Private Wealth & Trust, FSB	Shares	416SH	$11.0K
46	Wealth Enhancement Trust Services, Inc.	Shares	249SH	$6.6K
47	Activest Wealth Management	Shares	235SH	$6.2K
48	FIRST HORIZON CORP	Shares	231SH	$6.1K
49	JFS WEALTH ADVISORS, LLC	Shares	182SH	$4.8K
50	Owl Creek Wealth Partners LLC	Shares	170SH	$4.5K

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

50 / 67 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+49.0K	+$936.7K	$3.2M
2	NorthCrest Asset Manangement, LLC new	Shares	+13.2K	+$340.9K	$340.9K
3	BURNEY CO/ added	Shares	+7.2K	+$314.8K	$3.6M
4	Cadent Capital Advisors, LLC new	Shares	+10.7K	+$281.0K	$281.0K
5	ABLE Financial Group, LLC added	Shares	+7.6K	+$245.7K	$1.4M
6	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+8.5K	+$240.3K	$673.3K
7	QRG CAPITAL MANAGEMENT, INC. new	Shares	+8.2K	+$215.7K	$215.7K
8	Interchange Capital Partners, LLC new	Shares	+7.9K	+$209.2K	$209.2K
9	Legacy Wealth Asset Management, LLC new	Shares	+7.6K	+$200.1K	$200.1K
10	Police & Firemen's Retirement System of New Jersey added	Shares	+3.6K	+$162.7K	$1.9M
11	Merit Financial Group, LLC added	Shares	+3.0K	+$96.3K	$570.3K
12	Optas, LLC added	Shares	+2.9K	+$89.8K	$420.6K
13	Envestnet Portfolio Solutions, Inc. added	Shares	+941	+$74.7K	$1.4M
14	Curated Wealth Partners LLC new	Shares	+35.6K	+$61.8K	$61.8K
15	SHAYNE & JACOBS, LLC unchanged	Shares	0	+$57.5K	$1.5M
16	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-3	+$53.1K	$1.4M
17	Louisiana State Employees Retirement System added	Shares	+100	+$49.2K	$1.3M
18	Fortitude Family Office, LLC added	Shares	+940	+$24.9K	$28.0K
19	SJS Investment Consulting Inc. added	Shares	+728	+$20.3K	$48.6K
20	Aaron Wealth Advisors LLC trimmed	Shares	-392	+$18.7K	$770.6K
21	SECURIAN ASSET MANAGEMENT, INC added	Shares	+11	+$16.7K	$320.7K
22	True Wealth Design, LLC added	Shares	+574	+$16.1K	$40.2K
23	ELEVATION WEALTH PARTNERS, LLC added	Shares	+490	+$13.1K	$17.5K
24	GAMMA Investing LLC added	Shares	+258	+$10.5K	$105.8K
25	Sachetta, LLC added	Shares	+359	+$9.5K	$11.5K
26	Abel Hall, LLC trimmed	Shares	-133	+$8.3K	$314.9K
27	Herold Advisors, Inc. unchanged	Shares	0	+$8.1K	$225.0K
28	LRI Investments, LLC added	Shares	+284	+$8.0K	$21.8K
29	Wealth Enhancement Trust Services, Inc. new	Shares	+249	+$6.6K	$6.6K
30	Versant Capital Management, Inc trimmed	Shares	-452	+$4.7K	$433.7K
31	Activest Wealth Management added	Shares	+146	+$3.9K	$6.2K
32	Farther Finance Advisors, LLC added	Shares	+7	+$2.4K	$74.7K
33	Blue Trust, Inc. trimmed	Shares	-19	+$1.6K	$56.6K
34	Creative Capital Management Investments LLC new	Shares	+58	+$1.5K	$1.5K
35	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$815	$21.9K
36	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$408	$11.0K
37	JFS WEALTH ADVISORS, LLC added	Shares	+5	+$305	$4.8K
38	FIRST HORIZON CORP unchanged	Shares	0	+$227	$6.1K
39	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$167	$4.5K
40	SBI Securities Co., Ltd. added	Shares	+1	+$151	$3.4K
41	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$144	$3.9K
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.6K	+$81	$1.1K
43	DiNuzzo Private Wealth, Inc. added	Shares	+1	+$60	$923
44	Handelsbanken Fonder AB unchanged	Shares	0	+$60	$1.6K
45	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$38	$1.0K
46	AMALGAMATED BANK trimmed	Shares	-1.7K	+$28	$1.9K
47	Cromwell Holdings LLC unchanged	Shares	0	+$28	$764
48	GHP Investment Advisors, Inc. unchanged	Shares	0	+$19	$527
49	State of Alaska, Department of Revenue trimmed	Shares	-460	+$14	$673
50	Hughes Financial Services, LLC unchanged	Shares	0	+$1	$26

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