Filing Research | PENN - Penn Entertainment Inc Institutional Holdings

Snapshot holdings

50 / 77 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	1.8MSH	$38.6M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	276.7KSH	$5.9M
3	Assenagon Asset Management S.A.	Shares	180.3KSH	$3.9M
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	105.4KSH	$2.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	84.7KSH	$1.5M
6	SIERRA SUMMIT ADVISORS LLC	Shares	63.3KSH	$1.4M
7	Counterpoint Mutual Funds LLC	Shares	58.6KSH	$1.3M
8	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	57.8KSH	$1.2M
9	Louisiana State Employees Retirement System	Shares	55.7KSH	$1.2M
10	Oak Thistle LLC	Shares	48.2KSH	$1.0M
11	Police & Firemen's Retirement System of New Jersey	Shares	38.1KSH	$814.7K
12	Y-Intercept (Hong Kong) Ltd	Shares	32.3KSH	$690.4K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	30.1KSH	$643.4K
14	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	28.1KSH	$600.5K
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	23.8KSH	$507.4K
16	Merit Financial Group, LLC	Shares	22.9KSH	$489.1K
17	Alliance Wealth Advisors, LLC	Shares	21.7KSH	$463.7K
18	Blue Trust, Inc.	Shares	18.5KSH	$395.1K
19	Aaron Wealth Advisors LLC	Shares	14.8KSH	$315.2K
20	Sage Investment Advisers LLC	Shares	14.0KSH	$298.8K
21	NorthCrest Asset Manangement, LLC	Shares	10.2KSH	$210.7K
22	GAMMA Investing LLC	Shares	5.5KSH	$117.6K
23	EverSource Wealth Advisors, LLC	Shares	4.8KSH	$103.0K
24	Farther Finance Advisors, LLC	Shares	2.8KSH	$59.3K
25	Versant Capital Management, Inc	Shares	2.7KSH	$57.9K
26	Triumph Capital Management	Shares	2.4KSH	$51.3K
27	IFP Advisors, Inc	Shares	1.9KSH	$41.2K
28	MassMutual Private Wealth & Trust, FSB	Shares	1.2KSH	$25.8K
29	Marshall & Sterling Wealth Advisors Inc.	Shares	1.0KSH	$21.4K
30	Activest Wealth Management	Shares	732SH	$15.6K
31	SIGNATUREFD, LLC	Shares	450SH	$9.6K
32	LRI Investments, LLC	Shares	443SH	$9.5K
33	Wealth Enhancement Trust Services, Inc.	Shares	443SH	$9.5K
34	AdvisorNet Financial, Inc	Shares	440SH	$9.4K
35	TRUST CO OF TOLEDO NA /OH/	Shares	418SH	$8.9K
36	Spire Wealth Management	Shares	330SH	$7.0K
37	Cedar Mountain Advisors, LLC	Shares	321SH	$6.9K
38	FINANCIAL CONSULATE, INC	Shares	300SH	$6.4K
39	Abound Wealth Management	Shares	269SH	$5.7K
40	Tradewinds Capital Management, LLC	Shares	250SH	$5.3K
41	City State Bank	Shares	220SH	$4.7K
42	ATWOOD & PALMER INC	Shares	200SH	$4.3K
43	SIMS INVESTMENT MANAGEMENT, LLC	Shares	200SH	$4.3K
44	SJS Investment Consulting Inc.	Shares	194SH	$4.1K
45	SBI Securities Co., Ltd.	Shares	153SH	$3.3K
46	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	150.4KSH	$3.2K
47	Ares Financial Consulting, LLC	Shares	140SH	$3.0K
48	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	140SH	$3.0K
49	Sachetta, LLC	Shares	132SH	$2.8K
50	Center for Financial Planning, Inc.	Shares	120SH	$2.6K

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

50 / 85 loaded

#		Instrument
1	HENNESSY ADVISORS INC unchanged	Shares	0	+$11.4M	$38.6M
2	Assenagon Asset Management S.A. added	Shares	+58.2K	+$2.0M	$3.9M
3	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-24.2K	+$1.4M	$5.9M
4	SIERRA SUMMIT ADVISORS LLC new	Shares	+63.3K	+$1.4M	$1.4M
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+33.9K	+$1.2M	$2.3M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+54.6K	+$1.1M	$1.5M
7	Counterpoint Mutual Funds LLC trimmed	Shares	-1.2K	+$353.0K	$1.3M
8	Louisiana State Employees Retirement System trimmed	Shares	-800	+$340.6K	$1.2M
9	Merit Financial Group, LLC added	Shares	+11.6K	+$319.6K	$489.1K
10	ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed	Shares	-4.0K	+$305.4K	$1.2M
11	Oak Thistle LLC unchanged	Shares	0	+$305.3K	$1.0M
12	Blue Trust, Inc. added	Shares	+8.7K	+$248.1K	$395.1K
13	NorthCrest Asset Manangement, LLC new	Shares	+10.2K	+$210.7K	$210.7K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.4K	+$170.0K	$643.4K
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-254	+$146.6K	$507.4K
16	Alliance Wealth Advisors, LLC trimmed	Shares	-50	+$136.7K	$463.7K
17	Aaron Wealth Advisors LLC added	Shares	+2.0K	+$123.1K	$315.2K
18	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-4.5K	+$110.3K	$600.5K
19	Sage Investment Advisers LLC trimmed	Shares	-200	+$86.0K	$298.8K
20	EverSource Wealth Advisors, LLC added	Shares	+2.2K	+$63.1K	$103.0K
21	GAMMA Investing LLC added	Shares	+895	+$48.3K	$117.6K
22	Farther Finance Advisors, LLC added	Shares	+774	+$29.5K	$59.3K
23	Versant Capital Management, Inc added	Shares	+97	+$18.6K	$57.9K
24	IFP Advisors, Inc trimmed	Shares	-182	+$9.5K	$41.2K
25	Wealth Enhancement Trust Services, Inc. new	Shares	+443	+$9.5K	$9.5K
26	TRUST CO OF TOLEDO NA /OH/ new	Shares	+418	+$8.9K	$8.9K
27	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$7.7K	$25.8K
28	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	+$6.3K	$21.4K
29	Activest Wealth Management added	Shares	+99	+$6.1K	$15.6K
30	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+200	+$4.3K	$4.3K
31	SIGNATUREFD, LLC added	Shares	+85	+$4.1K	$9.6K
32	Triumph Capital Management trimmed	Shares	-800	+$3.2K	$51.3K
33	LRI Investments, LLC added	Shares	+8	+$2.9K	$9.5K
34	AdvisorNet Financial, Inc unchanged	Shares	0	+$2.8K	$9.4K
35	SJS Investment Consulting Inc. added	Shares	+97	+$2.7K	$4.1K
36	Abound Wealth Management added	Shares	+61	+$2.6K	$5.7K
37	Center for Financial Planning, Inc. added	Shares	+100	+$2.3K	$2.6K
38	Spire Wealth Management unchanged	Shares	0	+$2.1K	$7.0K
39	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$2.0K	$6.9K
40	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$1.9K	$6.4K
41	Tradewinds Capital Management, LLC unchanged	Shares	0	+$1.6K	$5.3K
42	City State Bank unchanged	Shares	0	+$1.4K	$4.7K
43	Fortitude Family Office, LLC added	Shares	+50	+$1.3K	$1.8K
44	ATWOOD & PALMER INC unchanged	Shares	0	+$1.3K	$4.3K
45	JFS WEALTH ADVISORS, LLC new	Shares	+59	+$1.3K	$1.3K
46	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.8K	+$995	$3.2K
47	Creative Capital Management Investments LLC new	Shares	+44	+$940	$940
48	Ares Financial Consulting, LLC unchanged	Shares	0	+$890	$3.0K
49	Sachetta, LLC unchanged	Shares	0	+$836	$2.8K
50	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+24	+$821	$1.5K

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