Filing Research | PACS - PACS GROUP INC Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Crewe Advisors LLC	Shares	3.3MSH	$141.0M
2	PFG Advisors	Shares	27.0KSH	$1.2M
3	Pacific Capital Wealth Advisors, Inc.	Shares	20.6KSH	$876.7K
4	Yorktown Management & Research Co Inc	Shares	15.6KSH	$665.2K
5	Police & Firemen's Retirement System of New Jersey	Shares	13.7KSH	$585.5K
6	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	8.5KSH	$364.5K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.1KSH	$349.3K
8	EverSource Wealth Advisors, LLC	Shares	5.4KSH	$228.6K
9	Y-Intercept (Hong Kong) Ltd	Shares	5.2KSH	$219.7K
10	Merit Financial Group, LLC	Shares	4.7KSH	$202.3K
11	GAMMA Investing LLC	Shares	2.1KSH	$89.4K
12	Physician Wealth Advisors, Inc.	Shares	2.0KSH	$83.3K
13	Versant Capital Management, Inc	Shares	1.4KSH	$58.7K
14	SIGNATUREFD, LLC	Shares	928SH	$39.6K
15	TOTH FINANCIAL ADVISORY CORP	Shares	800SH	$34.1K
16	Owl Creek Wealth Partners LLC	Shares	755SH	$32.2K
17	Financial Management Professionals, Inc.	Shares	663SH	$28.3K
18	True Wealth Design, LLC	Shares	293SH	$12.5K
19	Farther Finance Advisors, LLC	Shares	256SH	$10.9K
20	MassMutual Private Wealth & Trust, FSB	Shares	118SH	$5.0K
21	TRUST CO OF TOLEDO NA /OH/	Shares	100SH	$4.3K
22	SJS Investment Consulting Inc.	Shares	47SH	$2.0K
23	Valued Wealth Advisors LLC	Shares	44SH	$1.9K
24	Fortitude Family Office, LLC	Shares	40SH	$1.7K
25	Hughes Financial Services, LLC	Shares	37SH	$1.6K
26	JFS WEALTH ADVISORS, LLC	Shares	37SH	$1.6K
27	IFP Advisors, Inc	Shares	34SH	$1.4K
28	Creative Capital Management Investments LLC	Shares	18SH	$768
29	Handelsbanken Fonder AB	Shares	13.3KSH	$567
30	DiNuzzo Private Wealth, Inc.	Shares	9SH	$384
31	State of Alaska, Department of Revenue	Shares	5.2KSH	$221
32	LRI Investments, LLC	Shares	4SH	$171
33	CoreCap Advisors, LLC	Shares	2SH	$85
34	AdvisorNet Financial, Inc	Shares	1SH	$43
35	MARYLAND CAPITAL ADVISORS INC.	Shares	1SH	$43

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

38 / 38 loaded

#		Instrument
1	Crewe Advisors LLC added	Shares	+553.0K	+$52.6M	$141.0M
2	PFG Advisors new	Shares	+27.0K	+$1.2M	$1.2M
3	Yorktown Management & Research Co Inc new	Shares	+15.6K	+$665.2K	$665.2K
4	Y-Intercept (Hong Kong) Ltd new	Shares	+5.2K	+$219.7K	$219.7K
5	Pacific Capital Wealth Advisors, Inc. unchanged	Shares	0	+$216.3K	$876.7K
6	Merit Financial Group, LLC new	Shares	+4.7K	+$202.3K	$202.3K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$185.9K	$585.5K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+201	+$96.0K	$349.3K
9	HIGHLAND CAPITAL MANAGEMENT, LLC trimmed	Shares	-384	+$77.6K	$364.5K
10	EverSource Wealth Advisors, LLC added	Shares	+298	+$66.0K	$228.6K
11	TOTH FINANCIAL ADVISORY CORP added	Shares	+500	+$24.5K	$34.1K
12	GAMMA Investing LLC added	Shares	+32	+$23.1K	$89.4K
13	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$20.6K	$83.3K
14	Financial Management Professionals, Inc. added	Shares	+235	+$14.5K	$28.3K
15	Versant Capital Management, Inc unchanged	Shares	0	+$14.5K	$58.7K
16	SIGNATUREFD, LLC unchanged	Shares	0	+$9.8K	$39.6K
17	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$7.9K	$32.2K
18	TRUST CO OF TOLEDO NA /OH/ new	Shares	+100	+$4.3K	$4.3K
19	True Wealth Design, LLC unchanged	Shares	0	+$3.1K	$12.5K
20	Farther Finance Advisors, LLC added	Shares	+5	+$3.0K	$10.9K
21	Valued Wealth Advisors LLC new	Shares	+44	+$1.9K	$1.9K
22	SJS Investment Consulting Inc. added	Shares	+25	+$1.3K	$2.0K
23	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.2K	$5.0K
24	Fortitude Family Office, LLC added	Shares	+14	+$871	$1.7K
25	Creative Capital Management Investments LLC new	Shares	+18	+$768	$768
26	JFS WEALTH ADVISORS, LLC added	Shares	+6	+$582	$1.6K
27	Handelsbanken Fonder AB new	Shares	+13.3K	+$567	$567
28	Hughes Financial Services, LLC unchanged	Shares	0	+$390	$1.6K
29	LRI Investments, LLC new	Shares	+4	+$171	$171
30	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$94	$384
31	State of Alaska, Department of Revenue unchanged	Shares	0	+$54	$221
32	AdvisorNet Financial, Inc unchanged	Shares	0	+$11	$43
33	Matrix Trust Co exited	Shares	-371	-$12	$0
34	Vermillion Wealth Management, Inc. exited	Shares	-7	-$225	$0
35	IFP Advisors, Inc trimmed	Shares	-38	-$863	$1.4K
36	CoreCap Advisors, LLC trimmed	Shares	-201	-$6.4K	$85
37	Englebert Financial Advisers, LLC exited	Shares	-6.9K	-$220.7K	$0
38	Burns Matteson Capital Management, LLC exited	Shares	-13.5K	-$433.4K	$0