Filing Research | PCG - PG&E CORP Institutional Holdings

Snapshot holdings

50 / 206 loaded

#		Instrument	quantity
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	3.8MSH	$64.3M
2	Portman Square Capital LLP	PUT	3.1MSH	$52.2M
3	MILFAM LLC	Shares	1.6MSH	$27.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.6MSH	$24.7M
5	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.3MSH	$22.6M
6	Mediolanum International Funds Ltd	Shares	846.3KSH	$14.6M
7	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	839.9KSH	$14.1M
8	Mirae Asset Global Investments Co., Ltd.	Shares	779.1KSH	$13.1M
9	ASR Vermogensbeheer N.V.	Shares	727.5KSH	$12.2M
10	Robeco Institutional Asset Management B.V.	Shares	666.7KSH	$11.2M
11	HENNESSY ADVISORS INC	Shares	645.9KSH	$10.9M
12	Czech National Bank	Shares	626.8KSH	$10.5M
13	IFM Investors Pty Ltd	Shares	619.0KSH	$10.4M
14	PensionDanmark Pensionsforsikringsaktieselskab	Shares	609.3KSH	$10.2M
15	BURNEY CO/	Shares	431.0KSH	$7.2M
16	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	402.1KSH	$6.8M
17	Merit Financial Group, LLC	Shares	383.9KSH	$6.5M
18	Y-Intercept (Hong Kong) Ltd	Shares	343.6KSH	$5.8M
19	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	338.1KSH	$5.7M
20	Police & Firemen's Retirement System of New Jersey	Shares	329.5KSH	$5.5M
21	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	292.3KSH	$4.9M
22	Ausbil Investment Management Ltd	Shares	288.3KSH	$4.8M
23	INTACT INVESTMENT MANAGEMENT INC.	Shares	266.3KSH	$4.5M
24	Oak Thistle LLC	Shares	237.1KSH	$4.0M
25	Portman Square Capital LLP	Shares	230.8KSH	$3.9M
26	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	229.3KSH	$3.9M
27	Sivia Capital Partners, LLC	Shares	201.0KSH	$3.4M
28	Fideuram Asset Management (Ireland) dac	Shares	196.5KSH	$3.3M
29	Harrison Street Private Wealth LLC	Shares	192.7KSH	$3.2M
30	ABN AMRO INVESTMENT SOLUTIONS	Shares	172.8KSH	$2.9M
31	NorthCrest Asset Manangement, LLC	Shares	158.5KSH	$2.7M
32	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	148.7KSH	$2.5M
33	Sequoia Financial Advisors, LLC	Shares	148.3KSH	$2.5M
34	MIZUHO SECURITIES USA LLC	Shares	132.9KSH	$2.3M
35	Diversified Trust Co	Shares	129.1KSH	$2.2M
36	HARTFORD INVESTMENT MANAGEMENT CO	Shares	121.7KSH	$2.0M
37	Louisiana State Employees Retirement System	Shares	112.5KSH	$1.9M
38	QRG CAPITAL MANAGEMENT, INC.	Shares	108.7KSH	$1.8M
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	110.1KSH	$1.8M
40	Perpetual Ltd	Shares	104.3KSH	$1.8M
41	WADDELL & ASSOCIATES, LLC	Shares	101.9KSH	$1.7M
42	Portside Wealth Group, LLC	Shares	98.8KSH	$1.7M
43	GATEWAY INVESTMENT ADVISERS LLC	Shares	84.3KSH	$1.4M
44	Farther Finance Advisors, LLC	Shares	82.6KSH	$1.4M
45	Synergy Asset Management, LLC	Shares	82.4KSH	$1.4M
46	LBP AM SA	Shares	69.4KSH	$1.2M
47	EverSource Wealth Advisors, LLC	Shares	69.4KSH	$1.2M
48	D.A. DAVIDSON & CO.	Shares	65.9KSH	$1.1M
49	MISSION WEALTH MANAGEMENT, LP	Shares	61.7KSH	$1.0M
50	SECURIAN ASSET MANAGEMENT, INC	Shares	58.6KSH	$1.0M

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

50 / 224 loaded

#		Instrument
1	WEDGE CAPITAL MANAGEMENT L L P/NC new	Shares	+839.9K	+$14.1M	$14.1M
2	ASR Vermogensbeheer N.V. added	Shares	+432.2K	+$7.0M	$12.2M
3	Robeco Institutional Asset Management B.V. added	Shares	+342.7K	+$5.5M	$11.2M
4	Mirae Asset Global Investments Co., Ltd. added	Shares	+213.7K	+$3.2M	$13.1M
5	BURNEY CO/ added	Shares	+180.4K	+$2.8M	$7.2M
6	Fideuram Asset Management (Ireland) dac added	Shares	+74.1K	+$1.4M	$3.3M
7	MISSION WEALTH MANAGEMENT, LP new	Shares	+61.7K	+$1.0M	$1.0M
8	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+60.5K	+$998.9K	$1.4M
9	Blackhawk Capital Partners, LLC new	Shares	+53.7K	+$904.0K	$904.0K
10	Sequoia Financial Advisors, LLC added	Shares	+43.7K	+$656.3K	$2.5M
11	STEPH & CO new	Shares	+38.3K	+$644.1K	$644.1K
12	Mediolanum International Funds Ltd added	Shares	+46.2K	+$603.8K	$14.6M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+100.0K	+$599.0K	$24.7M
14	Capstone Wealth Management, LLC new	Shares	+33.6K	+$565.0K	$565.0K
15	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+53.8K	+$488.3K	$10.2M
16	ASPIRIANT, LLC new	Shares	+27.6K	+$464.8K	$464.8K
17	IFM Investors Pty Ltd added	Shares	+51.5K	+$440.3K	$10.4M
18	Baader Bank Aktiengesellschaft new	Shares	+24.3K	+$408.4K	$408.4K
19	GK Wealth Management LLC new	Shares	+18.1K	+$304.0K	$304.0K
20	OFI INVEST ASSET MANAGEMENT new	Shares	+19.9K	+$292.6K	$292.6K
21	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+17.2K	+$289.0K	$289.0K
22	Diversified Trust Co added	Shares	+21.6K	+$283.3K	$2.2M
23	Apollon Wealth Management, LLC added	Shares	+17.7K	+$279.2K	$718.0K
24	RIVERSEDGE ADVISORS, LLC added	Shares	+17.1K	+$266.5K	$753.0K
25	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+15.8K	+$266.5K	$266.5K
26	TrueMark Investments, LLC new	Shares	+13.8K	+$231.7K	$231.7K
27	Urban Wealth Management, LLC new	Shares	+13.7K	+$230.3K	$230.3K
28	Fermata Advisors, LLC new	Shares	+13.7K	+$229.7K	$229.7K
29	NorthCrest Asset Manangement, LLC added	Shares	+17.7K	+$221.3K	$2.7M
30	Hennion & Walsh Asset Management, Inc. new	Shares	+13.1K	+$220.5K	$220.5K
31	Assenagon Asset Management S.A. added	Shares	+14.3K	+$207.1K	$973.0K
32	Northside Capital Management, LLC new	Shares	+11.1K	+$186.8K	$186.8K
33	Omnia Family Wealth, LLC new	Shares	+10.7K	+$180.7K	$180.7K
34	Sowell Financial Services LLC new	Shares	+10.7K	+$179.8K	$179.8K
35	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+10.5K	+$177.2K	$177.2K
36	Portside Wealth Group, LLC added	Shares	+13.0K	+$153.5K	$1.7M
37	Wealth Science Advisors LLC added	Shares	+4.6K	+$87.1K	$288.9K
38	SIGNATUREFD, LLC added	Shares	+5.8K	+$86.9K	$347.2K
39	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+6.2K	+$83.5K	$583.2K
40	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+10.5K	+$73.8K	$2.5M
41	Aaron Wealth Advisors LLC added	Shares	+4.8K	+$64.2K	$437.3K
42	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+4.0K	+$63.9K	$143.0K
43	Wealth Enhancement Trust Services, Inc. new	Shares	+3.0K	+$50.4K	$50.4K
44	Tema ETFs LLC added	Shares	+4.2K	+$40.6K	$746.1K
45	CIDEL ASSET MANAGEMENT INC added	Shares	+3.2K	+$39.6K	$364.8K
46	Procyon Advisors, LLC added	Shares	+2.9K	+$36.6K	$303.8K
47	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC added	Shares	+2.6K	+$34.8K	$260.8K
48	EVERPAR ADVISORS LLC added	Shares	+2.4K	+$31.6K	$243.4K
49	BENJAMIN EDWARDS INC added	Shares	+2.7K	+$28.1K	$425.1K
50	Ballentine Partners, LLC added	Shares	+2.2K	+$26.7K	$274.3K

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