Filing Research | OMC - OMNICOM GROUP INC Institutional Holdings

Snapshot holdings

50 / 295 loaded

#		Instrument	quantity
1	ZWJ INVESTMENT COUNSEL INC	Shares	477.0KSH	$34.7M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	438.4KSH	$31.9M
3	Sound Income Strategies, LLC	Shares	359.4KSH	$26.2M
4	AEGON ASSET MANAGEMENT UK PLC	Shares	247.2KSH	$18.0M
5	LBP AM SA	Shares	231.1KSH	$16.8M
6	MCRAE CAPITAL MANAGEMENT INC	Shares	224.9KSH	$16.4M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	211.0KSH	$15.4M
8	Crossmark Global Holdings, Inc.	Shares	205.3KSH	$15.0M
9	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	154.2KSH	$11.2M
10	Steigerwald, Gordon & Koch Inc.	Shares	132.2KSH	$9.6M
11	Assenagon Asset Management S.A.	Shares	129.0KSH	$9.4M
12	Swedbank AB	Shares	122.8KSH	$8.9M
13	Robeco Institutional Asset Management B.V.	Shares	109.0KSH	$7.9M
14	FIRST HORIZON CORP	Shares	108.1KSH	$7.9M
15	ASR Vermogensbeheer N.V.	Shares	101.9KSH	$7.4M
16	Y-Intercept (Hong Kong) Ltd	Shares	91.4KSH	$6.7M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	78.5KSH	$6.1M
18	Czech National Bank	Shares	81.1KSH	$5.9M
19	Diversified Trust Co	Shares	76.5KSH	$5.6M
20	ABN AMRO INVESTMENT SOLUTIONS	Shares	66.6KSH	$4.9M
21	Mirae Asset Global Investments Co., Ltd.	Shares	65.6KSH	$4.8M
22	IFM Investors Pty Ltd	Shares	64.2KSH	$4.7M
23	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	63.4KSH	$4.6M
24	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	63.0KSH	$4.6M
25	Fideuram Asset Management (Ireland) dac	Shares	60.5KSH	$4.5M
26	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	61.1KSH	$4.4M
27	INTACT INVESTMENT MANAGEMENT INC.	Shares	54.6KSH	$4.0M
28	GHP Investment Advisors, Inc.	Shares	52.4KSH	$3.8M
29	EASTERLY INVESTMENT PARTNERS LLC	Shares	47.2KSH	$3.4M
30	Morningstar Investment Management LLC	Shares	43.2KSH	$3.3M
31	Patriot Financial Group Insurance Agency, LLC	Shares	42.5KSH	$3.1M
32	Police & Firemen's Retirement System of New Jersey	Shares	42.4KSH	$3.1M
33	Procyon Advisors, LLC	Shares	42.3KSH	$3.1M
34	Rockingstone Advisors LLC	Shares	41.0KSH	$3.0M
35	SHAYNE & JACOBS, LLC	Shares	40.9KSH	$3.0M
36	HBW ADVISORY SERVICES LLC	Shares	35.1KSH	$2.6M
37	BENJAMIN EDWARDS INC	Shares	33.9KSH	$2.5M
38	HENNESSY ADVISORS INC	Shares	32.6KSH	$2.4M
39	Merit Financial Group, LLC	Shares	32.3KSH	$2.4M
40	Old North State Wealth Management, LLC	Shares	31.7KSH	$2.3M
41	Goelzer Investment Management, Inc.	Shares	31.0KSH	$2.3M
42	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	30.7KSH	$2.2M
43	Linden Thomas Advisory Services, LLC	Shares	27.9KSH	$2.0M
44	Avanza Fonder AB	Shares	27.5KSH	$2.0M
45	GREENLEAF TRUST	Shares	25.8KSH	$1.9M
46	CHATHAM CAPITAL GROUP, INC.	Shares	24.5KSH	$1.8M
47	Apollon Wealth Management, LLC	Shares	22.4KSH	$1.6M
48	Oak Thistle LLC	Shares	21.4KSH	$1.6M
49	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	21.2KSH	$1.5M
50	Farther Finance Advisors, LLC	Shares	20.8KSH	$1.5M

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

50 / 323 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+129.0K	+$9.4M	$9.4M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+91.4K	+$6.7M	$6.7M
3	ZWJ INVESTMENT COUNSEL INC added	Shares	+99.2K	+$6.3M	$34.7M
4	GRIMES & Co WEALTH MANAGEMENT, LLC new	Shares	+63.4K	+$4.6M	$4.6M
5	Fideuram Asset Management (Ireland) dac added	Shares	+58.1K	+$4.4M	$4.5M
6	ASR Vermogensbeheer N.V. added	Shares	+59.8K	+$4.3M	$7.4M
7	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+47.2K	+$3.4M	$3.4M
8	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+47.6K	+$3.4M	$4.9M
9	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+45.8K	+$2.9M	$15.4M
10	LBP AM SA added	Shares	+32.0K	+$1.8M	$16.8M
11	Oak Thistle LLC new	Shares	+21.4K	+$1.6M	$1.6M
12	San Luis Wealth Advisors LLC new	Shares	+14.0K	+$1.0M	$1.0M
13	CV Advisors LLC new	Shares	+13.9K	+$1.0M	$1.0M
14	Grove Bank & Trust added	Shares	+8.1K	+$588.8K	$603.8K
15	Prospera Financial Services Inc added	Shares	+7.2K	+$512.0K	$893.6K
16	J.W. COLE ADVISORS, INC. new	Shares	+6.6K	+$479.9K	$479.9K
17	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+6.5K	+$477.0K	$477.0K
18	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+6.3K	+$454.5K	$712.1K
19	Procyon Advisors, LLC added	Shares	+7.4K	+$452.9K	$3.1M
20	180 WEALTH ADVISORS, LLC added	Shares	+6.5K	+$451.6K	$1.1M
21	Swedbank AB added	Shares	+9.6K	+$419.8K	$8.9M
22	Aaron Wealth Advisors LLC new	Shares	+4.2K	+$305.5K	$305.5K
23	Arista Wealth Management, LLC new	Shares	+4.2K	+$302.8K	$302.8K
24	PFG Investments, LLC new	Shares	+4.0K	+$290.3K	$290.3K
25	Wedmont Private Capital new	Shares	+3.1K	+$256.0K	$256.0K
26	Dynamic Advisor Solutions LLC new	Shares	+3.3K	+$240.8K	$240.8K
27	Montecito Bank & Trust new	Shares	+3.0K	+$216.2K	$216.2K
28	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+3.0K	+$215.7K	$215.7K
29	Trust Asset Management LLC added	Shares	+3.4K	+$213.2K	$484.2K
30	Total Clarity Wealth Management, Inc. new	Shares	+2.9K	+$212.3K	$212.3K
31	Avidian Wealth Enterprises, LLC new	Shares	+2.8K	+$206.1K	$206.1K
32	Accurate Wealth Management, LLC new	Shares	+2.5K	+$202.8K	$202.8K
33	Avanza Fonder AB added	Shares	+3.6K	+$201.9K	$2.0M
34	Confluence Wealth Services, Inc. added	Shares	+1.8K	+$124.4K	$332.8K
35	LVZ, Inc. added	Shares	+2.0K	+$124.1K	$794.7K
36	Dickmeyer Boyce Financial Management, Inc. added	Shares	+1.6K	+$107.3K	$432.7K
37	Curated Wealth Partners LLC new	Shares	+23.4K	+$104.3K	$104.3K
38	LANARK FINANCIAL, INC. added	Shares	+1.5K	+$97.9K	$443.7K
39	Versant Capital Management, Inc added	Shares	+1.2K	+$89.5K	$115.4K
40	VIEWPOINT INVESTMENT PARTNERS CORP trimmed	Shares	-200	+$72.1K	$342.3K
41	Sompo Asset Management Co., Ltd. added	Shares	+1.1K	+$70.4K	$432.6K
42	MBM WEALTH CONSULTANTS, LLC added	Shares	+1.1K	+$66.7K	$495.1K
43	SIGNATUREFD, LLC added	Shares	+1.0K	+$65.3K	$379.1K
44	SHAYNE & JACOBS, LLC added	Shares	+2.2K	+$64.2K	$3.0M
45	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.0K	+$62.1K	$403.0K
46	CARY STREET PARTNERS INVESTMENT ADVISORY LLC new	Shares	+791	+$57.6K	$57.6K
47	RFG Advisory, LLC added	Shares	+1.1K	+$54.8K	$865.4K
48	Spire Wealth Management added	Shares	+689	+$49.6K	$67.5K
49	Dorato Capital Management added	Shares	+105	+$42.6K	$559.4K
50	A&I FINANCIAL SERVICES, LLC added	Shares	+889	+$41.8K	$738.6K

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