Filing Research | NWL - NEWELL BRANDS INC Institutional Holdings

Snapshot holdings

50 / 79 loaded

#		Instrument	quantity
1	QSM Asset Management Ltd	Shares	1.6MSH	$9.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	418.6KSH	$2.0M
3	Counterpoint Mutual Funds LLC	Shares	238.3KSH	$1.5M
4	UHLMANN PRICE SECURITIES, LLC	Shares	219.8KSH	$1.3M
5	Louisiana State Employees Retirement System	Shares	186.2KSH	$1.1M
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	132.4KSH	$812.8K
7	Prosperity Planning, Inc.	Shares	129.8KSH	$796.8K
8	Police & Firemen's Retirement System of New Jersey	Shares	126.9KSH	$779.3K
9	SummerHaven Investment Management, LLC	Shares	112.1KSH	$688.5K
10	Sightline Wealth Advisors, LLC	Shares	108.5KSH	$666.1K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	100.8KSH	$618.7K
12	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	98.2KSH	$602.9K
13	Merit Financial Group, LLC	Shares	90.4KSH	$555.3K
14	Crossmark Global Holdings, Inc.	Shares	76.3KSH	$468.4K
15	Register Financial Advisors LLC	Shares	61.1KSH	$374.9K
16	TriaGen Wealth Management LLC	Shares	53.2KSH	$326.6K
17	Sequoia Financial Advisors, LLC	Shares	35.8KSH	$219.7K
18	INDEPENDENT FINANCIAL GROUP, LLC	Shares	34.1KSH	$209.7K
19	Investors Research Corp	Shares	32.7KSH	$200.9K
20	NorthCrest Asset Manangement, LLC	Shares	39.1KSH	$200.5K
21	CIDEL ASSET MANAGEMENT INC	Shares	30.6KSH	$188.1K
22	PFG Investments, LLC	Shares	25.6KSH	$157.4K
23	SIGNATUREFD, LLC	Shares	21.6KSH	$132.9K
24	EverSource Wealth Advisors, LLC	Shares	20.2KSH	$123.9K
25	Abel Hall, LLC	Shares	19.7KSH	$121.2K
26	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	19.6KSH	$120.6K
27	Fortis Group Advisors, LLC	Shares	19.5KSH	$119.7K
28	MISSION WEALTH MANAGEMENT, LP	Shares	18.7KSH	$115.0K
29	Dynamic Advisor Solutions LLC	Shares	18.5KSH	$113.7K
30	DRIVE WEALTH MANAGEMENT, LLC	Shares	17.5KSH	$107.2K
31	Wedmont Private Capital	Shares	18.8KSH	$97.1K
32	Farther Finance Advisors, LLC	Shares	13.2KSH	$81.1K
33	ASPIRIANT, LLC	Shares	11.7KSH	$71.6K
34	GAMMA Investing LLC	Shares	11.4KSH	$70.0K
35	Capstone Wealth Management, LLC	Shares	10.6KSH	$65.1K
36	IFP Advisors, Inc	Shares	8.9KSH	$54.7K
37	SBI Securities Co., Ltd.	Shares	8.5KSH	$52.4K
38	SJS Investment Consulting Inc.	Shares	3.4KSH	$20.7K
39	GHP Investment Advisors, Inc.	Shares	3.3KSH	$20.2K
40	LRI Investments, LLC	Shares	3.0KSH	$18.7K
41	Activest Wealth Management	Shares	2.7KSH	$16.8K
42	True Wealth Design, LLC	Shares	2.7KSH	$16.6K
43	Triumph Capital Management	Shares	2.2KSH	$13.6K
44	BARRETT & COMPANY, INC.	Shares	2.2KSH	$13.6K
45	LANARK FINANCIAL, INC.	Shares	1.8KSH	$11.0K
46	Citizens National Bank Trust Department	Shares	1.5KSH	$9.0K
47	Wealth Enhancement Trust Services, Inc.	Shares	1.2KSH	$7.1K
48	Spire Wealth Management	Shares	1.0KSH	$6.3K
49	CoreCap Advisors, LLC	Shares	1.0KSH	$6.2K
50	Owl Creek Wealth Partners LLC	Shares	995SH	$6.1K

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

50 / 89 loaded

#		Instrument
1	QSM Asset Management Ltd added	Shares	+320.0K	+$5.4M	$9.6M
2	Counterpoint Mutual Funds LLC added	Shares	+78.6K	+$915.2K	$1.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.3K	+$730.9K	$2.0M
4	UHLMANN PRICE SECURITIES, LLC added	Shares	+1.4K	+$600.2K	$1.3M
5	Louisiana State Employees Retirement System added	Shares	+300	+$505.6K	$1.1M
6	Prosperity Planning, Inc. added	Shares	+30.4K	+$456.0K	$796.8K
7	Sightline Wealth Advisors, LLC added	Shares	+30.4K	+$398.3K	$666.1K
8	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+1.1K	+$362.7K	$812.8K
9	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV added	Shares	+28.1K	+$362.5K	$602.9K
10	TriaGen Wealth Management LLC new	Shares	+53.2K	+$326.6K	$326.6K
11	SummerHaven Investment Management, LLC unchanged	Shares	0	+$303.9K	$688.5K
12	Merit Financial Group, LLC added	Shares	+8.4K	+$274.0K	$555.3K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.9K	+$263.1K	$618.7K
14	Register Financial Advisors LLC added	Shares	+13.6K	+$212.1K	$374.9K
15	Crossmark Global Holdings, Inc. added	Shares	+660	+$209.0K	$468.4K
16	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-63.4K	+$126.5K	$779.3K
17	MISSION WEALTH MANAGEMENT, LP new	Shares	+18.7K	+$115.0K	$115.0K
18	CIDEL ASSET MANAGEMENT INC added	Shares	+4.1K	+$97.0K	$188.1K
19	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-500	+$90.8K	$209.7K
20	Investors Research Corp trimmed	Shares	-200	+$88.0K	$200.9K
21	NorthCrest Asset Manangement, LLC added	Shares	+1.4K	+$72.7K	$200.5K
22	ASPIRIANT, LLC new	Shares	+11.7K	+$71.6K	$71.6K
23	PFG Investments, LLC trimmed	Shares	-184	+$68.8K	$157.4K
24	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+6.1K	+$68.4K	$107.2K
25	Capstone Wealth Management, LLC new	Shares	+10.6K	+$65.1K	$65.1K
26	SIGNATUREFD, LLC added	Shares	+917	+$61.8K	$132.9K
27	EverSource Wealth Advisors, LLC trimmed	Shares	-456	+$53.1K	$123.9K
28	Abel Hall, LLC trimmed	Shares	-2.0K	+$46.6K	$121.2K
29	Dynamic Advisor Solutions LLC trimmed	Shares	-2.3K	+$42.4K	$113.7K
30	GAMMA Investing LLC added	Shares	+1.9K	+$37.4K	$70.0K
31	Farther Finance Advisors, LLC trimmed	Shares	-408	+$32.9K	$81.1K
32	Sequoia Financial Advisors, LLC trimmed	Shares	-19.5K	+$30.1K	$219.7K
33	IFP Advisors, Inc added	Shares	+1.2K	+$28.4K	$54.7K
34	SBI Securities Co., Ltd. added	Shares	+1.5K	+$28.1K	$52.4K
35	Wedmont Private Capital trimmed	Shares	-719	+$22.6K	$97.1K
36	LRI Investments, LLC added	Shares	+3.0K	+$18.6K	$18.7K
37	SJS Investment Consulting Inc. added	Shares	+1.3K	+$13.7K	$20.7K
38	Activest Wealth Management added	Shares	+490	+$9.1K	$16.8K
39	GHP Investment Advisors, Inc. unchanged	Shares	0	+$8.9K	$20.2K
40	Wealth Enhancement Trust Services, Inc. new	Shares	+1.2K	+$7.1K	$7.1K
41	Fortis Group Advisors, LLC trimmed	Shares	-8.2K	+$6.9K	$119.7K
42	BARRETT & COMPANY, INC. added	Shares	+11	+$6.0K	$13.6K
43	Triumph Capital Management unchanged	Shares	0	+$6.0K	$13.6K
44	Spire Wealth Management added	Shares	+873	+$5.8K	$6.3K
45	Citizens National Bank Trust Department added	Shares	+470	+$5.6K	$9.0K
46	LANARK FINANCIAL, INC. unchanged	Shares	0	+$4.9K	$11.0K
47	True Wealth Design, LLC trimmed	Shares	-1.0K	+$3.8K	$16.6K
48	CoreCap Advisors, LLC trimmed	Shares	-12	+$2.7K	$6.2K
49	Indiana Trust & Investment Management Co unchanged	Shares	0	+$2.0K	$4.6K
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-22.4K	+$1.0K	$2.5K

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