Filing Research | PLPC - PREFORMED LINE PRODS CO Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	377.4KSH	$154.9M
2	Tributary Capital Management, LLC	Shares	38.3KSH	$15.7M
3	Cardinal Capital Management	Shares	12.2KSH	$5.0M
4	WealthBridge Capital Management, LLC	Shares	7.6KSH	$3.1M
5	SummerHaven Investment Management, LLC	Shares	4.7KSH	$1.9M
6	Sowell Financial Services LLC	Shares	4.6KSH	$1.9M
7	SHAKER INVESTMENTS LLC/OH	Shares	4.0KSH	$1.6M
8	Ausbil Investment Management Ltd	Shares	3.3KSH	$1.3M
9	Curated Wealth Partners LLC	Shares	40.2KSH	$1.2M
10	Baker Ellis Asset Management LLC	Shares	2.9KSH	$1.2M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.6KSH	$568.4K
12	Kings Path Partners LLC	Shares	1.2KSH	$474.2K
13	Sequoia Financial Advisors, LLC	Shares	918SH	$376.9K
14	Apollon Wealth Management, LLC	Shares	898SH	$368.7K
15	Police & Firemen's Retirement System of New Jersey	Shares	763SH	$313.3K
16	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	635SH	$260.7K
17	Abel Hall, LLC	Shares	591SH	$242.6K
18	Significant Wealth Partners LLC	Shares	546SH	$224.2K
19	Founders Capital Management	Shares	400SH	$164.2K
20	AdvisorNet Financial, Inc	Shares	300SH	$123.2K
21	Center for Financial Planning, Inc.	Shares	185SH	$76.0K
22	Versant Capital Management, Inc	Shares	96SH	$39.4K
23	IFP Advisors, Inc	Shares	80SH	$32.8K
24	Farther Finance Advisors, LLC	Shares	46SH	$18.9K
25	GAMMA Investing LLC	Shares	46SH	$18.9K
26	SIGNATUREFD, LLC	Shares	45SH	$18.5K
27	EverSource Wealth Advisors, LLC	Shares	44SH	$18.1K
28	Hughes Financial Services, LLC	Shares	16SH	$6.6K
29	City State Bank	Shares	11SH	$4.5K
30	Torren Management, LLC	Shares	9SH	$3.7K
31	SBI Securities Co., Ltd.	Shares	8SH	$3.3K
32	MJT & Associates Financial Advisory Group, Inc.	Shares	4SH	$1.6K
33	MassMutual Private Wealth & Trust, FSB	Shares	4SH	$1.6K
34	Spire Wealth Management	Shares	4SH	$1.6K
35	Fruth Investment Management	Shares	2.2KSH	$903
36	Physician Wealth Advisors, Inc.	Shares	1SH	$411
37	State of Alaska, Department of Revenue	Shares	265SH	$108

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

39 / 39 loaded

#		Instrument
1	WASATCH ADVISORS LP added	Shares	+264.5K	+$124.4M	$154.9M
2	Tributary Capital Management, LLC trimmed	Shares	-1.1K	+$5.0M	$15.7M
3	Sowell Financial Services LLC new	Shares	+4.6K	+$1.9M	$1.9M
4	Cardinal Capital Management added	Shares	+12	+$1.7M	$5.0M
5	Curated Wealth Partners LLC new	Shares	+40.2K	+$1.2M	$1.2M
6	WealthBridge Capital Management, LLC unchanged	Shares	0	+$1.1M	$3.1M
7	SummerHaven Investment Management, LLC unchanged	Shares	0	+$654.9K	$1.9M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+1.6K	+$568.4K	$568.4K
9	SHAKER INVESTMENTS LLC/OH unchanged	Shares	0	+$559.5K	$1.6M
10	Kings Path Partners LLC new	Shares	+1.2K	+$474.2K	$474.2K
11	Baker Ellis Asset Management LLC trimmed	Shares	-80	+$383.8K	$1.2M
12	Apollon Wealth Management, LLC new	Shares	+898	+$368.7K	$368.7K
13	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+635	+$260.7K	$260.7K
14	Abel Hall, LLC new	Shares	+591	+$242.6K	$242.6K
15	Significant Wealth Partners LLC new	Shares	+546	+$224.2K	$224.2K
16	Police & Firemen's Retirement System of New Jersey added	Shares	+117	+$138.4K	$313.3K
17	Sequoia Financial Advisors, LLC trimmed	Shares	-22	+$122.4K	$376.9K
18	Founders Capital Management unchanged	Shares	0	+$55.9K	$164.2K
19	AdvisorNet Financial, Inc unchanged	Shares	0	+$41.9K	$123.2K
20	Center for Financial Planning, Inc. unchanged	Shares	0	+$25.9K	$76.0K
21	Farther Finance Advisors, LLC added	Shares	+45	+$18.6K	$18.9K
22	SIGNATUREFD, LLC added	Shares	+31	+$14.7K	$18.5K
23	Versant Capital Management, Inc unchanged	Shares	0	+$13.4K	$39.4K
24	EverSource Wealth Advisors, LLC added	Shares	+25	+$12.9K	$18.1K
25	GAMMA Investing LLC unchanged	Shares	0	+$6.4K	$18.9K
26	Hughes Financial Services, LLC added	Shares	+14	+$6.0K	$6.6K
27	City State Bank new	Shares	+11	+$4.5K	$4.5K
28	SBI Securities Co., Ltd. new	Shares	+8	+$3.3K	$3.3K
29	MassMutual Private Wealth & Trust, FSB new	Shares	+4	+$1.6K	$1.6K
30	Torren Management, LLC unchanged	Shares	0	+$1.3K	$3.7K
31	IFP Advisors, Inc trimmed	Shares	-38	+$897	$32.8K
32	Spire Wealth Management added	Shares	+1	+$830	$1.6K
33	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	+$560	$1.6K
34	Physician Wealth Advisors, Inc. new	Shares	+1	+$411	$411
35	Fruth Investment Management unchanged	Shares	0	+$308	$903
36	State of Alaska, Department of Revenue unchanged	Shares	0	+$37	$108
37	Sound Income Strategies, LLC exited	Shares	-1	-$291	$0
38	Ausbil Investment Management Ltd trimmed	Shares	-1.9K	-$223.7K	$1.3M
39	Y-Intercept (Hong Kong) Ltd exited	Shares	-1.9K	-$527.4K	$0