Filing Research | PLUS - ePlus inc. Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	1.6MSH	$131.7M
2	Swedbank AB	Shares	200.0KSH	$16.6M
3	Tributary Capital Management, LLC	Shares	191.9KSH	$16.0M
4	GHP Investment Advisors, Inc.	Shares	102.0KSH	$8.5M
5	Vest Financial, LLC	Shares	67.9KSH	$5.6M
6	HERALD INVESTMENT MANAGEMENT Ltd	Shares	67.5KSH	$5.6M
7	CHATHAM CAPITAL GROUP, INC.	Shares	40.9KSH	$3.4M
8	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	35.0KSH	$2.9M
9	ARGENT CAPITAL MANAGEMENT LLC	Shares	17.5KSH	$1.5M
10	Louisiana State Employees Retirement System	Shares	11.5KSH	$957.1K
11	Police & Firemen's Retirement System of New Jersey	Shares	7.8KSH	$651.1K
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.0KSH	$581.7K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.2KSH	$516.0K
14	InTrack Investment Management Inc	Shares	4.8KSH	$403.7K
15	JAMES INVESTMENT RESEARCH, INC.	Shares	4.7KSH	$389.8K
16	VISTA FINANCE, LLC	Shares	4.1KSH	$344.9K
17	Envestnet Portfolio Solutions, Inc.	Shares	3.9KSH	$327.1K
18	SUMMITRY LLC	Shares	3.8KSH	$319.4K
19	FIRST CITIZENS BANK & TRUST CO	Shares	3.6KSH	$299.4K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.4KSH	$219.2K
21	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	2.5KSH	$208.7K
22	Revolve Wealth Partners, LLC	Shares	2.5KSH	$206.2K
23	GAMMA Investing LLC	Shares	788SH	$65.6K
24	Versant Capital Management, Inc	Shares	682SH	$56.8K
25	Hughes Financial Services, LLC	Shares	250SH	$20.8K
26	EverSource Wealth Advisors, LLC	Shares	132SH	$11.0K
27	Farther Finance Advisors, LLC	Shares	112SH	$9.3K
28	SIGNATUREFD, LLC	Shares	88SH	$7.3K
29	IFP Advisors, Inc	Shares	60SH	$5.0K
30	MassMutual Private Wealth & Trust, FSB	Shares	49SH	$4.1K
31	CoreCap Advisors, LLC	Shares	42SH	$3.5K
32	MJT & Associates Financial Advisory Group, Inc.	Shares	31SH	$2.6K
33	Three Bearings Fiduciary Advisors, Inc.	Shares	30SH	$2.5K
34	Valued Wealth Advisors LLC	Shares	30SH	$2.5K
35	Torren Management, LLC	Shares	17SH	$1.4K
36	FARMERS & MERCHANTS INVESTMENTS INC	Shares	16SH	$1.3K
37	True Wealth Design, LLC	Shares	11SH	$916
38	State of Alaska, Department of Revenue	Shares	9.8KSH	$816
39	Fortitude Family Office, LLC	Shares	9SH	$749
40	AMALGAMATED BANK	Shares	7.0KSH	$585
41	Handelsbanken Fonder AB	Shares	6.9KSH	$578
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	6.4KSH	$534
43	Wealth Enhancement Trust Services, Inc.	Shares	6SH	$499
44	Creative Capital Management Investments LLC	Shares	4SH	$333
45	Abound Wealth Management	Shares	2SH	$167
46	GILPIN WEALTH MANAGEMENT, LLC	Shares	2SH	$167
47	SJS Investment Consulting Inc.	Shares	1SH	$84
48	Davis Capital Management	Shares	1SH	$83
49	LRI Investments, LLC	Shares	1SH	$83
50	SBI Securities Co., Ltd.	Shares	1SH	$83

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

50 / 52 loaded

#		Instrument
1	River Road Asset Management, LLC trimmed	Shares	-42.5K	+$9.4M	$131.7M
2	Vest Financial, LLC added	Shares	+24.6K	+$2.4M	$5.6M
3	Tributary Capital Management, LLC added	Shares	+8.9K	+$2.2M	$16.0M
4	GHP Investment Advisors, Inc. added	Shares	+1.2K	+$907.6K	$8.5M
5	CAMPBELL NEWMAN ASSET MANAGEMENT INC added	Shares	+1.5K	+$394.5K	$2.9M
6	CHATHAM CAPITAL GROUP, INC. added	Shares	+646	+$375.0K	$3.4M
7	Revolve Wealth Partners, LLC new	Shares	+2.5K	+$206.2K	$206.2K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+609	+$108.3K	$651.1K
9	Louisiana State Employees Retirement System trimmed	Shares	-100	+$84.2K	$957.1K
10	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+29	+$58.0K	$581.7K
11	InTrack Investment Management Inc unchanged	Shares	0	+$38.7K	$403.7K
12	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$37.4K	$389.8K
13	SUMMITRY LLC added	Shares	+61	+$35.2K	$319.4K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-266	+$29.5K	$516.0K
15	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-64	+$26.5K	$327.1K
16	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-67	+$23.7K	$299.4K
17	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+24	+$21.8K	$208.7K
18	VISTA FINANCE, LLC trimmed	Shares	-210	+$17.3K	$344.9K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-201	+$14.8K	$219.2K
20	GAMMA Investing LLC trimmed	Shares	-3	+$6.1K	$65.6K
21	Versant Capital Management, Inc trimmed	Shares	-6	+$5.0K	$56.8K
22	SIGNATUREFD, LLC added	Shares	+44	+$4.0K	$7.3K
23	Valued Wealth Advisors LLC new	Shares	+30	+$2.5K	$2.5K
24	Hughes Financial Services, LLC unchanged	Shares	0	+$2.0K	$20.8K
25	Fortitude Family Office, LLC added	Shares	+8	+$674	$749
26	Wealth Enhancement Trust Services, Inc. new	Shares	+6	+$499	$499
27	IFP Advisors, Inc unchanged	Shares	0	+$479	$5.0K
28	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$391	$4.1K
29	Creative Capital Management Investments LLC new	Shares	+4	+$333	$333
30	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	+$248	$2.6K
31	Three Bearings Fiduciary Advisors, Inc. unchanged	Shares	0	+$239	$2.5K
32	Torren Management, LLC unchanged	Shares	0	+$136	$1.4K
33	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$128	$1.3K
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+846	+$115	$534
35	Davis Capital Management new	Shares	+1	+$83	$83
36	LRI Investments, LLC new	Shares	+1	+$83	$83
37	Handelsbanken Fonder AB added	Shares	+300	+$78	$578
38	AMALGAMATED BANK trimmed	Shares	-503	+$18	$585
39	Abound Wealth Management unchanged	Shares	0	+$16	$167
40	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$16	$167
41	SBI Securities Co., Ltd. unchanged	Shares	0	+$8	$83
42	SJS Investment Consulting Inc. unchanged	Shares	0	+$8	$84
43	CoreCap Advisors, LLC trimmed	Shares	-7	-$191	$3.5K
44	True Wealth Design, LLC trimmed	Shares	-4	-$213	$916
45	State of Alaska, Department of Revenue trimmed	Shares	-4.3K	-$246	$816
46	Farther Finance Advisors, LLC trimmed	Shares	-18	-$615	$9.3K
47	Sound Income Strategies, LLC exited	Shares	-50	-$3.8K	$0
48	EverSource Wealth Advisors, LLC trimmed	Shares	-66	-$3.9K	$11.0K
49	HERALD INVESTMENT MANAGEMENT Ltd trimmed	Shares	-7.5K	-$32.5K	$5.6M
50	PERKINS CAPITAL MANAGEMENT INC exited	Shares	-5.0K	-$376.3K	$0

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