Filing Research | P - EVERPURE INC Institutional Holdings

Snapshot holdings

50 / 192 loaded

#		Instrument	quantity
1	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	647.8KSH	$51.0M
2	Pembroke Management, LTD	Shares	497.5KSH	$39.2M
3	UNICOM Systems, Inc.	Shares	484.5KSH	$38.2M
4	Artemis Investment Management LLP	Shares	387.7KSH	$30.5M
5	Fideuram Asset Management (Ireland) dac	Shares	266.1KSH	$22.6M
6	Robeco Institutional Asset Management B.V.	Shares	278.5KSH	$21.9M
7	Swedbank AB	Shares	276.8KSH	$21.8M
8	ARDSLEY ADVISORY PARTNERS LP	Shares	233.0KSH	$18.3M
9	BANQUE PICTET & CIE SA	Shares	230.8KSH	$18.2M
10	EXCHANGE TRADED CONCEPTS, LLC	Shares	202.5KSH	$16.0M
11	Sara-Bay Financial	Shares	197.9KSH	$15.6M
12	SIERRA SUMMIT ADVISORS LLC	Shares	173.1KSH	$13.6M
13	Assenagon Asset Management S.A.	Shares	164.6KSH	$13.0M
14	ABN AMRO INVESTMENT SOLUTIONS	Shares	157.5KSH	$12.4M
15	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	147.8KSH	$11.6M
16	Louisiana State Employees Retirement System	Shares	92.3KSH	$7.3M
17	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	87.6KSH	$6.9M
18	Bank Pictet & Cie (Europe) AG	Shares	85.4KSH	$6.7M
19	Linden Thomas Advisory Services, LLC	Shares	79.3KSH	$6.3M
20	RBA Wealth Management, LLC	Shares	79.0KSH	$6.2M
21	IFM Investors Pty Ltd	Shares	76.3KSH	$6.0M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	75.5KSH	$6.0M
23	OFI INVEST ASSET MANAGEMENT	Shares	80.4KSH	$5.5M
24	DAVENPORT & Co LLC	Shares	69.2KSH	$5.5M
25	Y-Intercept (Hong Kong) Ltd	Shares	64.7KSH	$5.1M
26	Ellsworth Advisors, LLC	Shares	70.4KSH	$5.0M
27	180 WEALTH ADVISORS, LLC	Shares	59.8KSH	$4.7M
28	CARY STREET PARTNERS FINANCIAL LLC	Shares	59.3KSH	$4.7M
29	PensionDanmark Pensionsforsikringsaktieselskab	Shares	52.4KSH	$4.1M
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	55.8KSH	$4.1M
31	Radnor Capital Management, LLC	Shares	48.8KSH	$3.8M
32	Essential Investment Partners LLC	Shares	48.8KSH	$3.8M
33	Diversified Trust Co	Shares	47.9KSH	$3.8M
34	Police & Firemen's Retirement System of New Jersey	Shares	46.8KSH	$3.7M
35	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	45.0KSH	$3.5M
36	Hennion & Walsh Asset Management, Inc.	Shares	37.1KSH	$2.9M
37	EQUITABLE TRUST CO	Shares	36.8KSH	$2.9M
38	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	33.5KSH	$2.6M
39	Taylor Frigon Capital Management LLC	Shares	32.6KSH	$2.6M
40	ARDSLEY ADVISORY PARTNERS LP	CALL	30.0KSH	$2.4M
41	Merit Financial Group, LLC	Shares	27.4KSH	$2.2M
42	Union Bancaire Privee, UBP SA	Shares	29.3KSH	$2.0M
43	Cache Advisors, LLC	Shares	23.4KSH	$1.8M
44	MISSION WEALTH MANAGEMENT, LP	Shares	21.3KSH	$1.7M
45	Crossmark Global Holdings, Inc.	Shares	20.9KSH	$1.6M
46	SECURIAN ASSET MANAGEMENT, INC	Shares	23.3KSH	$1.6M
47	MISSION WEALTH MANAGEMENT, LP	PUT	20.0KPRN	$1.6M
48	Bank of New Hampshire	Shares	16.6KSH	$1.3M
49	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	16.1KSH	$1.3M
50	Segment Wealth Management, LLC	Shares	15.5KSH	$1.2M

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

50 / 206 loaded

#		Instrument
1	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new	Shares	+647.8K	+$51.0M	$51.0M
2	Artemis Investment Management LLP new	Shares	+387.7K	+$30.5M	$30.5M
3	Fideuram Asset Management (Ireland) dac new	Shares	+266.1K	+$22.6M	$22.6M
4	ARDSLEY ADVISORY PARTNERS LP new	Shares	+233.0K	+$18.3M	$18.3M
5	Robeco Institutional Asset Management B.V. added	Shares	+141.1K	+$13.8M	$21.9M
6	SIERRA SUMMIT ADVISORS LLC added	Shares	+167.0K	+$13.3M	$13.6M
7	Pembroke Management, LTD added	Shares	+40.9K	+$12.2M	$39.2M
8	UNICOM Systems, Inc. unchanged	Shares	0	+$9.6M	$38.2M
9	Assenagon Asset Management S.A. added	Shares	+74.4K	+$7.6M	$13.0M
10	Swedbank AB added	Shares	+22.7K	+$6.8M	$21.8M
11	OFI INVEST ASSET MANAGEMENT new	Shares	+80.4K	+$5.5M	$5.5M
12	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+25.7K	+$5.5M	$16.0M
13	BANQUE PICTET & CIE SA added	Shares	+10.4K	+$5.2M	$18.2M
14	Y-Intercept (Hong Kong) Ltd new	Shares	+64.7K	+$5.1M	$5.1M
15	Ellsworth Advisors, LLC new	Shares	+70.4K	+$5.0M	$5.0M
16	Sara-Bay Financial trimmed	Shares	-1.2K	+$3.8M	$15.6M
17	PEREGRINE CAPITAL MANAGEMENT LLC added	Shares	+9.3K	+$3.5M	$11.6M
18	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+4.1K	+$3.4M	$12.4M
19	Linden Thomas Advisory Services, LLC added	Shares	+26.1K	+$3.1M	$6.3M
20	Bank Pictet & Cie (Europe) AG added	Shares	+12.6K	+$2.4M	$6.7M
21	ARDSLEY ADVISORY PARTNERS LP new	CALL	+30.0K	+$2.4M	$2.4M
22	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+22.9K	+$2.0M	$2.6M
23	Louisiana State Employees Retirement System added	Shares	+1.4K	+$1.9M	$7.3M
24	Radnor Capital Management, LLC added	Shares	+12.3K	+$1.7M	$3.8M
25	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+9.8K	+$1.6M	$4.1M
26	IFM Investors Pty Ltd added	Shares	+1.6K	+$1.6M	$6.0M
27	MISSION WEALTH MANAGEMENT, LP new	PUT	+20.0K	+$1.6M	$1.6M
28	RBA Wealth Management, LLC trimmed	Shares	-1.3K	+$1.5M	$6.2M
29	Diversified Trust Co added	Shares	+8.8K	+$1.5M	$3.8M
30	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-5.4K	+$1.4M	$6.9M
31	DAVENPORT & Co LLC trimmed	Shares	-256	+$1.4M	$5.5M
32	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-3.0K	+$1.3M	$6.0M
33	AG2R LA MONDIALE GESTION D'ACTIFS new	Shares	+16.1K	+$1.3M	$1.3M
34	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.2K	+$1.2M	$4.7M
35	180 WEALTH ADVISORS, LLC trimmed	Shares	-47	+$1.2M	$4.7M
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.6K	+$1.1M	$4.1M
37	Essential Investment Partners LLC added	Shares	+198	+$975.4K	$3.8M
38	Hennion & Walsh Asset Management, Inc. added	Shares	+1.3K	+$809.2K	$2.9M
39	EQUITABLE TRUST CO added	Shares	+814	+$775.7K	$2.9M
40	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-2.9K	+$716.9K	$3.5M
41	Taylor Frigon Capital Management LLC trimmed	Shares	-67	+$640.5K	$2.6M
42	COOKSON PEIRCE & CO INC new	Shares	+7.8K	+$617.3K	$617.3K
43	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+7.5K	+$590.1K	$590.1K
44	Merit Financial Group, LLC trimmed	Shares	-657	+$502.4K	$2.2M
45	MISSION WEALTH MANAGEMENT, LP added	Shares	+748	+$465.2K	$1.7M
46	Cache Advisors, LLC unchanged	Shares	0	+$462.1K	$1.8M
47	Bank of New Hampshire added	Shares	+2.0K	+$446.3K	$1.3M
48	Crossmark Global Holdings, Inc. added	Shares	+391	+$436.3K	$1.6M
49	Union Bancaire Privee, UBP SA added	Shares	+2.5K	+$415.3K	$2.0M
50	MBM WEALTH CONSULTANTS, LLC added	Shares	+1.7K	+$375.0K	$1.1M

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