Filing Research | OPLN - OPENLANE INC Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	Oliver Luxxe Assets LLC	Shares	153.3KSH	$6.3M
2	Y-Intercept (Hong Kong) Ltd	Shares	53.7KSH	$2.2M
3	Louisiana State Employees Retirement System	Shares	46.4KSH	$1.9M
4	COOKSON PEIRCE & CO INC	Shares	42.8KSH	$1.8M
5	Police & Firemen's Retirement System of New Jersey	Shares	31.5KSH	$1.3M
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	28.7KSH	$1.2M
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	25.1KSH	$1.0M
8	GUIDANCE CAPITAL, INC	Shares	22.5KSH	$917.2K
9	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	14.7KSH	$607.5K
10	EQUITABLE TRUST CO	Shares	12.8KSH	$526.6K
11	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	11.5KSH	$474.7K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.2KSH	$406.1K
13	Crossmark Global Holdings, Inc.	Shares	8.2KSH	$339.8K
14	Abel Hall, LLC	Shares	6.3KSH	$258.1K
15	Kings Path Partners LLC	Shares	6.1KSH	$253.4K
16	IFP Advisors, Inc	Shares	4.5KSH	$186.5K
17	LANARK FINANCIAL, INC.	Shares	3.5KSH	$145.2K
18	GAMMA Investing LLC	Shares	3.2KSH	$130.4K
19	Farther Finance Advisors, LLC	Shares	1.1KSH	$43.9K
20	FIRST HORIZON CORP	Shares	1.0KSH	$41.7K
21	Versant Capital Management, Inc	Shares	979SH	$40.4K
22	EverSource Wealth Advisors, LLC	Shares	838SH	$34.6K
23	SBI Securities Co., Ltd.	Shares	692SH	$28.5K
24	SJS Investment Consulting Inc.	Shares	190SH	$7.8K
25	Fortitude Family Office, LLC	Shares	161SH	$6.6K
26	High Note Wealth, LLC	Shares	156SH	$6.4K
27	JFS WEALTH ADVISORS, LLC	Shares	140SH	$5.8K
28	Retirement Wealth Solutions LLC	Shares	106SH	$4.4K
29	Cape Investment Advisory, Inc.	Shares	86SH	$3.5K
30	SIGNATUREFD, LLC	Shares	79SH	$3.3K
31	FARMERS & MERCHANTS INVESTMENTS INC	Shares	62SH	$2.6K
32	State of Alaska, Department of Revenue	Shares	55.1KSH	$2.3K
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	53.2KSH	$2.2K
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	37SH	$1.5K
35	Creative Capital Management Investments LLC	Shares	32SH	$1.3K
36	Handelsbanken Fonder AB	Shares	31.5KSH	$1.3K
37	AMALGAMATED BANK	Shares	28.5KSH	$1.2K
38	DiNuzzo Private Wealth, Inc.	Shares	20SH	$825
39	True Wealth Design, LLC	Shares	18SH	$743
40	Physician Wealth Advisors, Inc.	Shares	17SH	$702
41	GILPIN WEALTH MANAGEMENT, LLC	Shares	10SH	$413
42	LRI Investments, LLC	Shares	7SH	$289
43	CoreCap Advisors, LLC	Shares	6SH	$247
44	Davis Capital Management	Shares	6SH	$247
45	GHP Investment Advisors, Inc.	Shares	4SH	$165
46	Abound Wealth Management	Shares	3SH	$124
47	MARYLAND CAPITAL ADVISORS INC.	Shares	1SH	$42

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

49 / 49 loaded

#		Instrument
1	COOKSON PEIRCE & CO INC new	Shares	+42.8K	+$1.8M	$1.8M
2	Oliver Luxxe Assets LLC trimmed	Shares	-40.8K	+$664.6K	$6.3M
3	Louisiana State Employees Retirement System trimmed	Shares	-700	+$540.6K	$1.9M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+2.7K	+$460.1K	$1.3M
5	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+63	+$348.4K	$1.2M
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.2K	+$270.1K	$1.0M
7	Abel Hall, LLC new	Shares	+6.3K	+$258.1K	$258.1K
8	Kings Path Partners LLC new	Shares	+6.1K	+$253.4K	$253.4K
9	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC unchanged	Shares	0	+$178.1K	$607.5K
10	IFP Advisors, Inc added	Shares	+4.0K	+$172.2K	$186.5K
11	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+330	+$148.8K	$474.7K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.1K	+$137.4K	$406.1K
13	GUIDANCE CAPITAL, INC added	Shares	+64	+$122.4K	$917.2K
14	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$99.6K	$339.8K
15	LANARK FINANCIAL, INC. trimmed	Shares	-11	+$42.2K	$145.2K
16	GAMMA Investing LLC added	Shares	+119	+$41.7K	$130.4K
17	Versant Capital Management, Inc added	Shares	+475	+$25.7K	$40.4K
18	EQUITABLE TRUST CO trimmed	Shares	-4.5K	+$24.6K	$526.6K
19	Farther Finance Advisors, LLC added	Shares	+31	+$13.5K	$43.9K
20	SBI Securities Co., Ltd. unchanged	Shares	0	+$8.4K	$28.5K
21	FIRST HORIZON CORP trimmed	Shares	-158	+$7.6K	$41.7K
22	SJS Investment Consulting Inc. added	Shares	+160	+$7.0K	$7.8K
23	Cape Investment Advisory, Inc. new	Shares	+86	+$3.5K	$3.5K
24	JFS WEALTH ADVISORS, LLC added	Shares	+25	+$2.4K	$5.8K
25	Fortitude Family Office, LLC added	Shares	+15	+$2.4K	$6.6K
26	High Note Wealth, LLC unchanged	Shares	0	+$1.9K	$6.4K
27	Creative Capital Management Investments LLC new	Shares	+32	+$1.3K	$1.3K
28	Retirement Wealth Solutions LLC unchanged	Shares	0	+$1.3K	$4.4K
29	SIGNATUREFD, LLC unchanged	Shares	0	+$955	$3.3K
30	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$750	$2.6K
31	Handelsbanken Fonder AB added	Shares	+2.9K	+$466	$1.3K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$398	$1.5K
33	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+8	+$354	$413
34	LRI Investments, LLC new	Shares	+7	+$289	$289
35	AMALGAMATED BANK trimmed	Shares	-2.1K	+$284	$1.2K
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-13.2K	+$257	$2.2K
37	CoreCap Advisors, LLC new	Shares	+6	+$247	$247
38	Davis Capital Management new	Shares	+6	+$247	$247
39	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$242	$825
40	True Wealth Design, LLC unchanged	Shares	0	+$218	$743
41	State of Alaska, Department of Revenue trimmed	Shares	-17.6K	+$153	$2.3K
42	GHP Investment Advisors, Inc. unchanged	Shares	0	+$48	$165
43	Abound Wealth Management trimmed	Shares	-5	-$110	$124
44	Vermillion Wealth Management, Inc. exited	Shares	-5	-$146	$0
45	Physician Wealth Advisors, Inc. trimmed	Shares	-14	-$202	$702
46	EverSource Wealth Advisors, LLC trimmed	Shares	-365	-$508	$34.6K
47	Richardson Capital Management LLC exited	Shares	-141	-$4.1K	$0
48	Sound Income Strategies, LLC exited	Shares	-325	-$9.6K	$0
49	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-31.2K	-$261.2K	$2.2M