Filing Research | PCT - PURECYCLE TECHNOLOGIES INC Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	Abundance Wealth Counselors	Shares	25.3MSH	$205.3M
2	Simplify Asset Management Inc.	Shares	3.0MSH	$24.7M
3	TITLEIST ASSET MANAGEMENT, LLC	Shares	309.0KSH	$2.5M
4	OLD NATIONAL BANCORP /IN/	Shares	258.0KSH	$2.1M
5	Deane Retirement Strategies, Inc.	Shares	225.6KSH	$1.8M
6	Fiscal Wisdom Wealth Management, LLC	Shares	191.7KSH	$1.6M
7	Platform Technology Partners	Shares	169.8KSH	$1.4M
8	First National Advisers, LLC	Shares	169.5KSH	$1.4M
9	Fortis Group Advisors, LLC	Shares	159.5KSH	$1.3M
10	TMB Capital Partners, LLC	Shares	97.9KSH	$793.8K
11	Allied Private Wealth LLC	Shares	106.5KSH	$775.3K
12	INDEPENDENT INVESTORS INC	Shares	80.6KSH	$653.4K
13	Apella Capital, LLC	Shares	88.3KSH	$631.1K
14	WMG Financial Advisors, LLC	Shares	77.5KSH	$628.5K
15	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	75.0KSH	$608.3K
16	Violich Capital Management, Inc.	Shares	54.0KSH	$437.9K
17	Keudell/Morrison Wealth Management	Shares	53.7KSH	$435.5K
18	Carnegie Lake Advisors LLC	Shares	51.4KSH	$416.5K
19	Pine Valley Investments Ltd Liability Co	Shares	48.3KSH	$392.0K
20	INDEPENDENT FINANCIAL GROUP, LLC	Shares	43.7KSH	$354.2K
21	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	43.1KSH	$349.7K
22	Police & Firemen's Retirement System of New Jersey	Shares	43.0KSH	$349.1K
23	Sovereign Financial Group, Inc.	Shares	35.9KSH	$291.4K
24	Lake Hills Wealth Management, LLC	Shares	34.1KSH	$276.2K
25	NWAM LLC	Shares	28.6KSH	$232.1K
26	Foster Victor Wealth Advisors, LLC	Shares	30.1KSH	$203.3K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	26.8KSH	$195.7K
28	Sequoia Financial Advisors, LLC	Shares	23.1KSH	$187.3K
29	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	22.7KSH	$184.3K
30	ZAZOVE ASSOCIATES LLC	Shares	19.6KSH	$158.7K
31	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	16.0KSH	$129.7K
32	Koa Wealth Management, LLC	Shares	15.7KSH	$127.5K
33	Embree Financial Group	Shares	14.5KSH	$117.7K
34	BAR HARBOR WEALTH MANAGEMENT	Shares	14.0KSH	$113.5K
35	Owen LaRue, LLC	Shares	13.8KSH	$111.9K
36	Alhambra Investment Management LLC	Shares	11.3KSH	$91.2K
37	Wellspring Financial Advisors, LLC	Shares	10.0KSH	$81.1K
38	Spire Wealth Management	Shares	5.0KSH	$40.5K
39	SIGNATUREFD, LLC	Shares	2.5KSH	$20.3K
40	Versant Capital Management, Inc	Shares	2.4KSH	$19.2K
41	CITY HOLDING CO	Shares	2.3KSH	$18.8K
42	Pine Valley Investments Ltd Liability Co	CALL	2.0KPRN	$16.2K
43	GAMMA Investing LLC	Shares	1.9KSH	$15.2K
44	Holos Integrated Wealth LLC	Shares	2.1KSH	$15.0K
45	Keudell/Morrison Wealth Management	CALL	1.7KSH	$13.8K
46	Kentucky Trust Co	Shares	1.5KSH	$12.2K
47	Citizens National Bank Trust Department	Shares	1.0KSH	$8.2K
48	HM PAYSON & CO	Shares	826SH	$6.7K
49	JNBA Financial Advisors	Shares	771SH	$6.3K
50	Embree Financial Group	CALL	600SH	$4.9K

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

50 / 67 loaded

#		Instrument
1	Abundance Wealth Counselors added	Shares	+16.8M	+$161.0M	$205.3M
2	Simplify Asset Management Inc. added	Shares	+1.3M	+$15.5M	$24.7M
3	OLD NATIONAL BANCORP /IN/ added	Shares	+219.2K	+$1.9M	$2.1M
4	Deane Retirement Strategies, Inc. trimmed	Shares	-1.7K	+$646.9K	$1.8M
5	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+75.0K	+$608.3K	$608.3K
6	Platform Technology Partners added	Shares	+15.1K	+$574.4K	$1.4M
7	First National Advisers, LLC trimmed	Shares	-12.3K	+$431.4K	$1.4M
8	Fiscal Wisdom Wealth Management, LLC trimmed	Shares	-24.7K	+$431.3K	$1.6M
9	Carnegie Lake Advisors LLC added	Shares	+29.3K	+$302.0K	$416.5K
10	Pine Valley Investments Ltd Liability Co added	Shares	+23.1K	+$261.2K	$392.0K
11	TMB Capital Partners, LLC trimmed	Shares	-7.4K	+$247.5K	$793.8K
12	INDEPENDENT INVESTORS INC unchanged	Shares	0	+$235.3K	$653.4K
13	WMG Financial Advisors, LLC trimmed	Shares	-1.6K	+$218.0K	$628.5K
14	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+22.7K	+$184.3K	$184.3K
15	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+8.7K	+$172.9K	$354.2K
16	Police & Firemen's Retirement System of New Jersey added	Shares	+8.6K	+$170.3K	$349.1K
17	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+8.1K	+$168.0K	$349.7K
18	Keudell/Morrison Wealth Management trimmed	Shares	-1.4K	+$149.4K	$435.5K
19	Violich Capital Management, Inc. trimmed	Shares	-7.0K	+$121.3K	$437.9K
20	TITLEIST ASSET MANAGEMENT, LLC trimmed	Shares	-151.0K	+$118.5K	$2.5M
21	Sequoia Financial Advisors, LLC added	Shares	+9.6K	+$117.5K	$187.3K
22	Sovereign Financial Group, Inc. added	Shares	+1.3K	+$111.8K	$291.4K
23	NWAM LLC added	Shares	+5.4K	+$111.7K	$232.1K
24	Apella Capital, LLC added	Shares	+11.3K	+$110.0K	$631.1K
25	Fortis Group Advisors, LLC trimmed	Shares	-1.2K	+$91.7K	$1.3M
26	Wellspring Financial Advisors, LLC new	Shares	+10.0K	+$81.1K	$81.1K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.8K	+$76.4K	$195.7K
28	BAR HARBOR WEALTH MANAGEMENT added	Shares	+3.3K	+$57.7K	$113.5K
29	Koa Wealth Management, LLC added	Shares	+1.9K	+$55.8K	$127.5K
30	ACORN FINANCIAL ADVISORY SERVICES INC /ADV unchanged	Shares	0	+$46.7K	$129.7K
31	Embree Financial Group added	Shares	+110	+$42.9K	$117.7K
32	Owen LaRue, LLC trimmed	Shares	-3	+$40.3K	$111.9K
33	Alhambra Investment Management LLC trimmed	Shares	-100	+$32.3K	$91.2K
34	Pine Valley Investments Ltd Liability Co new	CALL	+2.0K	+$16.2K	$16.2K
35	Spire Wealth Management unchanged	Shares	0	+$14.6K	$40.5K
36	Keudell/Morrison Wealth Management new	CALL	+1.7K	+$13.8K	$13.8K
37	CITY HOLDING CO added	Shares	+704	+$10.4K	$18.8K
38	Kentucky Trust Co added	Shares	+1.0K	+$9.6K	$12.2K
39	SIGNATUREFD, LLC unchanged	Shares	0	+$7.3K	$20.3K
40	GAMMA Investing LLC added	Shares	+283	+$7.0K	$15.2K
41	Versant Capital Management, Inc unchanged	Shares	0	+$6.9K	$19.2K
42	Citizens National Bank Trust Department unchanged	Shares	0	+$2.9K	$8.2K
43	HM PAYSON & CO unchanged	Shares	0	+$2.4K	$6.7K
44	JNBA Financial Advisors unchanged	Shares	0	+$2.3K	$6.3K
45	Bogart Wealth, LLC added	Shares	+70	+$2.0K	$4.6K
46	Embree Financial Group unchanged	CALL	0	+$1.8K	$4.9K
47	SJS Investment Consulting Inc. new	Shares	+198	+$1.6K	$1.6K
48	GGM Financial LLC unchanged	Shares	0	+$1.6K	$4.5K
49	EverSource Wealth Advisors, LLC trimmed	Shares	-89	+$1.2K	$4.7K
50	IFP Advisors, Inc added	Shares	+97	+$837	$925

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