Filing Research | PII - POLARIS INC Institutional Holdings

Snapshot holdings

50 / 100 loaded

#		Instrument	quantity
1	Auto-Owners Insurance Co	Shares	1.0MSH	$70.8M
2	Segment Wealth Management, LLC	Shares	151.3KSH	$10.4M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	84.2KSH	$5.3M
4	CPC Advisors, LLC	Shares	32.2KSH	$2.2M
5	Camelot Portfolios, LLC	Shares	20.2KSH	$1.4M
6	INDEPENDENT FINANCIAL GROUP, LLC	Shares	17.9KSH	$1.2M
7	BOYUM WEALTH ARCHITECTS LLC	Shares	17.7KSH	$1.2M
8	HM PAYSON & CO	Shares	16.5KSH	$1.1M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	16.2KSH	$1.1M
10	Police & Firemen's Retirement System of New Jersey	Shares	16.1KSH	$1.1M
11	Louisiana State Employees Retirement System	Shares	15.8KSH	$1.1M
12	SummerHaven Investment Management, LLC	Shares	14.9KSH	$1.0M
13	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	14.8KSH	$1.0M
14	FIRST CITIZENS BANK & TRUST CO	Shares	14.1KSH	$962.4K
15	Envestnet Portfolio Solutions, Inc.	Shares	13.8KSH	$941.9K
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.9KSH	$885.5K
17	SPWM Advisors LLC	Shares	11.3KSH	$827.7K
18	Investors Research Corp	Shares	11.9KSH	$817.7K
19	GAMMA Investing LLC	Shares	11.1KSH	$762.1K
20	Merit Financial Group, LLC	Shares	11.1KSH	$761.9K
21	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	8.1KSH	$556.2K
22	NORTHBRIDGE FINANCIAL GROUP, LLC	Shares	7.9KSH	$540.1K
23	Wynn Capital, LLC	Shares	6.9KSH	$470.8K
24	Ballentine Partners, LLC	Shares	6.6KSH	$452.3K
25	Linden Thomas Advisory Services, LLC	Shares	6.6KSH	$451.6K
26	KPP Advisory Services LLC	Shares	6.5KSH	$441.8K
27	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	5.9KSH	$404.4K
28	NorthCrest Asset Manangement, LLC	Shares	6.0KSH	$397.0K
29	Assenagon Asset Management S.A.	Shares	5.0KSH	$344.9K
30	Kessler Investment Group, LLC	Shares	5.0KSH	$344.3K
31	SIGNATUREFD, LLC	Shares	4.7KSH	$321.1K
32	Counterpoint Mutual Funds LLC	Shares	4.6KSH	$318.0K
33	Balance Wealth Partners LLC	Shares	4.5KSH	$308.0K
34	SECURIAN ASSET MANAGEMENT, INC	Shares	4.0KSH	$291.8K
35	Aaron Wealth Advisors LLC	Shares	4.1KSH	$283.8K
36	FARMERS & MERCHANTS INVESTMENTS INC	Shares	4.0KSH	$274.7K
37	Sequoia Financial Advisors, LLC	Shares	3.8KSH	$259.0K
38	Optas, LLC	Shares	3.4KSH	$231.7K
39	Farther Finance Advisors, LLC	Shares	3.3KSH	$228.6K
40	GREENLEAF TRUST	Shares	3.1KSH	$214.8K
41	Hoxton Planning & Management, LLC	Shares	3.1KSH	$210.0K
42	Alley Investment Management Company, LLC	Shares	3.0KSH	$208.0K
43	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.9KSH	$201.4K
44	EASTERN BANK	Shares	2.6KSH	$177.9K
45	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$154.1K
46	CoreCap Advisors, LLC	Shares	1.0KSH	$68.5K
47	Versant Capital Management, Inc	Shares	949SH	$65.0K
48	Mirae Asset Global Investments Co., Ltd.	Shares	859SH	$58.8K
49	MassMutual Private Wealth & Trust, FSB	Shares	725SH	$49.6K
50	JNBA Financial Advisors	Shares	630SH	$43.1K

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

50 / 102 loaded

#		Instrument
1	Auto-Owners Insurance Co unchanged	Shares	0	+$14.4M	$70.8M
2	Segment Wealth Management, LLC trimmed	Shares	-1.1K	+$2.0M	$10.4M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+14.9K	+$1.7M	$5.3M
4	CPC Advisors, LLC added	Shares	+416	+$471.4K	$2.2M
5	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+5.9K	+$404.4K	$404.4K
6	Assenagon Asset Management S.A. new	Shares	+5.0K	+$344.9K	$344.9K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.0K	+$335.1K	$1.1M
8	Counterpoint Mutual Funds LLC new	Shares	+4.6K	+$318.0K	$318.0K
9	Aaron Wealth Advisors LLC new	Shares	+4.1K	+$283.8K	$283.8K
10	Camelot Portfolios, LLC trimmed	Shares	-215	+$269.7K	$1.4M
11	FIRST CITIZENS BANK & TRUST CO added	Shares	+1.3K	+$266.7K	$962.4K
12	Envestnet Portfolio Solutions, Inc. added	Shares	+1.3K	+$262.5K	$941.9K
13	Sequoia Financial Advisors, LLC new	Shares	+3.8K	+$259.0K	$259.0K
14	NORTHWEST WEALTH MANAGEMENT, LLC added	Shares	+2.4K	+$245.4K	$556.2K
15	Louisiana State Employees Retirement System added	Shares	+300	+$236.6K	$1.1M
16	MITCHELL & PAHL PRIVATE WEALTH, LLC added	Shares	+478	+$231.8K	$1.0M
17	GREENLEAF TRUST new	Shares	+3.1K	+$214.8K	$214.8K
18	Hoxton Planning & Management, LLC new	Shares	+3.1K	+$210.0K	$210.0K
19	SummerHaven Investment Management, LLC unchanged	Shares	0	+$208.1K	$1.0M
20	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+2.9K	+$201.4K	$201.4K
21	Merit Financial Group, LLC added	Shares	+666	+$191.4K	$761.9K
22	NorthCrest Asset Manangement, LLC added	Shares	+2.0K	+$180.8K	$397.0K
23	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.3K	+$156.0K	$1.1M
24	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-451	+$155.8K	$885.5K
25	Investors Research Corp trimmed	Shares	-234	+$153.8K	$817.7K
26	HM PAYSON & CO trimmed	Shares	-1.5K	+$148.8K	$1.1M
27	GAMMA Investing LLC trimmed	Shares	-325	+$137.5K	$762.1K
28	Wynn Capital, LLC added	Shares	+139	+$103.5K	$470.8K
29	SPWM Advisors LLC added	Shares	+4	+$96.1K	$827.7K
30	Ballentine Partners, LLC added	Shares	+55	+$95.1K	$452.3K
31	Linden Thomas Advisory Services, LLC trimmed	Shares	-9	+$91.5K	$451.6K
32	KPP Advisory Services LLC added	Shares	+14	+$90.7K	$441.8K
33	SIGNATUREFD, LLC added	Shares	+356	+$84.8K	$321.1K
34	SECURIAN ASSET MANAGEMENT, INC added	Shares	+100	+$80.0K	$291.8K
35	Kessler Investment Group, LLC added	Shares	+70	+$73.9K	$344.3K
36	Balance Wealth Partners LLC unchanged	Shares	0	+$62.7K	$308.0K
37	BOYUM WEALTH ARCHITECTS LLC added	Shares	+779	+$60.7K	$1.2M
38	NORTHBRIDGE FINANCIAL GROUP, LLC trimmed	Shares	-1.0K	+$48.3K	$540.1K
39	Versant Capital Management, Inc added	Shares	+533	+$42.3K	$65.0K
40	EASTERN BANK unchanged	Shares	0	+$36.2K	$177.9K
41	FIRST HORIZON CORP new	Shares	+526	+$36.0K	$36.0K
42	Farther Finance Advisors, LLC trimmed	Shares	-189	+$35.9K	$228.6K
43	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-375	+$35.5K	$274.7K
44	ELEVATION WEALTH PARTNERS, LLC added	Shares	+471	+$33.6K	$39.1K
45	Fortitude Family Office, LLC added	Shares	+473	+$32.9K	$34.8K
46	Hoese & Co LLP added	Shares	+400	+$27.7K	$29.0K
47	Mirae Asset Global Investments Co., Ltd. added	Shares	+152	+$20.3K	$58.8K
48	True Wealth Design, LLC added	Shares	+104	+$12.7K	$34.6K
49	CoreCap Advisors, LLC trimmed	Shares	-39	+$11.8K	$68.5K
50	MassMutual Private Wealth & Trust, FSB added	Shares	+24	+$11.4K	$49.6K

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