Filing Research | POOL - Pool Corp Institutional Holdings

Snapshot holdings

50 / 114 loaded

#		Instrument	quantity
1	CALEDONIA INVESTMENTS PLC	Shares	175.9KSH	$37.8M
2	Conestoga Capital Advisors, LLC	Shares	90.0KSH	$19.3M
3	Eldred Rock Partners, LLC	Shares	88.6KSH	$19.0M
4	DAVENPORT & Co LLC	Shares	82.4KSH	$17.7M
5	EverSource Wealth Advisors, LLC	Shares	37.2KSH	$8.0M
6	TECTONIC ADVISORS LLC	Shares	33.0KSH	$7.1M
7	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	32.3KSH	$6.9M
8	Guardian Wealth Management, Inc.	Shares	24.3KSH	$5.2M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.3KSH	$3.6M
10	Police & Firemen's Retirement System of New Jersey	Shares	14.7KSH	$3.2M
11	Louisiana State Employees Retirement System	Shares	14.1KSH	$3.0M
12	BENJAMIN EDWARDS INC	Shares	12.2KSH	$2.6M
13	Canada Post Corp Registered Pension Plan	Shares	10.2KSH	$2.2M
14	CULLEN INVESTMENT GROUP, LTD.	Shares	9.6KSH	$2.1M
15	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	9.2KSH	$2.0M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.0KSH	$1.9M
17	Y-Intercept (Hong Kong) Ltd	Shares	8.3KSH	$1.8M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.6KSH	$1.6M
19	FULTON BANK, N.A.	Shares	6.3KSH	$1.4M
20	BERNZOTT CAPITAL ADVISORS	Shares	5.8KSH	$1.2M
21	Strong Tower Advisory Services	Shares	5.6KSH	$1.2M
22	Assenagon Asset Management S.A.	Shares	5.6KSH	$1.2M
23	Taylor Frigon Capital Management LLC	Shares	5.5KSH	$1.2M
24	Oak Thistle LLC	Shares	4.9KSH	$1.1M
25	Merit Financial Group, LLC	Shares	4.5KSH	$961.3K
26	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	3.9KSH	$841.1K
27	Diligent Investors, LLC	Shares	3.7KSH	$803.3K
28	MISSION WEALTH MANAGEMENT, LP	Shares	3.2KSH	$677.5K
29	Impact Capital Partners LLC	Shares	2.7KSH	$583.9K
30	FIRST NATIONAL BANK SIOUX FALLS	Shares	2.3KSH	$510.2K
31	Apollon Wealth Management, LLC	Shares	2.3KSH	$487.0K
32	Diversified Trust Co	Shares	2.2KSH	$468.9K
33	GAMMA Investing LLC	Shares	2.1KSH	$445.1K
34	Sivia Capital Partners, LLC	Shares	2.0KSH	$438.8K
35	Westhampton Capital, LLC	Shares	1.9KSH	$402.9K
36	MIZUHO SECURITIES USA LLC	Shares	2.0KSH	$401.0K
37	Envestnet Portfolio Solutions, Inc.	Shares	1.8KSH	$391.3K
38	First Bank & Trust	Shares	1.8KSH	$382.3K
39	D.A. DAVIDSON & CO.	Shares	1.6KSH	$338.9K
40	WADDELL & ASSOCIATES, LLC	Shares	1.5KSH	$313.8K
41	PCB Capital LLC	Shares	1.4KSH	$302.1K
42	OFI INVEST ASSET MANAGEMENT	Shares	1.3KSH	$286.9K
43	Composition Wealth, LLC	Shares	1.3KSH	$275.9K
44	Portside Wealth Group, LLC	Shares	1.2KSH	$267.1K
45	Sowell Financial Services LLC	Shares	1.2KSH	$260.5K
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.2KSH	$259.1K
47	Linden Thomas Advisory Services, LLC	Shares	1.2KSH	$255.7K
48	Abel Hall, LLC	Shares	1.2KSH	$252.7K
49	Prospera Financial Services Inc	Shares	1.2KSH	$249.1K
50	BANQUE PICTET & CIE SA	Shares	1.1KSH	$236.4K

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

50 / 143 loaded

#		Instrument
1	DAVENPORT & Co LLC added	Shares	+80.7K	+$17.4M	$17.7M
2	Eldred Rock Partners, LLC added	Shares	+34.5K	+$8.1M	$19.0M
3	EverSource Wealth Advisors, LLC added	Shares	+36.3K	+$7.8M	$8.0M
4	TECTONIC ADVISORS LLC new	Shares	+33.0K	+$7.1M	$7.1M
5	Guardian Wealth Management, Inc. new	Shares	+24.3K	+$5.2M	$5.2M
6	Louisiana State Employees Retirement System added	Shares	+12.4K	+$2.7M	$3.0M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.9K	+$2.5M	$3.6M
8	CALEDONIA INVESTMENTS PLC unchanged	Shares	0	+$2.2M	$37.8M
9	Y-Intercept (Hong Kong) Ltd new	Shares	+8.3K	+$1.8M	$1.8M
10	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+7.5K	+$1.6M	$2.0M
11	Assenagon Asset Management S.A. new	Shares	+5.6K	+$1.2M	$1.2M
12	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+5.1K	+$1.1M	$1.9M
13	Oak Thistle LLC new	Shares	+4.9K	+$1.1M	$1.1M
14	BENJAMIN EDWARDS INC added	Shares	+4.4K	+$1.0M	$2.6M
15	FULTON BANK, N.A. added	Shares	+4.3K	+$948.7K	$1.4M
16	Canada Post Corp Registered Pension Plan added	Shares	+3.9K	+$916.9K	$2.2M
17	Merit Financial Group, LLC added	Shares	+3.0K	+$654.8K	$961.3K
18	BERNZOTT CAPITAL ADVISORS added	Shares	+2.8K	+$640.5K	$1.2M
19	Sivia Capital Partners, LLC new	Shares	+2.0K	+$438.8K	$438.8K
20	MONTRUSCO BOLTON INVESTMENTS INC. unchanged	Shares	0	+$405.9K	$6.9M
21	Westhampton Capital, LLC new	Shares	+1.9K	+$402.9K	$402.9K
22	Strong Tower Advisory Services added	Shares	+1.4K	+$360.8K	$1.2M
23	Police & Firemen's Retirement System of New Jersey added	Shares	+696	+$326.2K	$3.2M
24	WADDELL & ASSOCIATES, LLC new	Shares	+1.5K	+$313.8K	$313.8K
25	PCB Capital LLC new	Shares	+1.4K	+$302.1K	$302.1K
26	Composition Wealth, LLC new	Shares	+1.3K	+$275.9K	$275.9K
27	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.1K	+$262.2K	$677.5K
28	Sowell Financial Services LLC new	Shares	+1.2K	+$260.5K	$260.5K
29	Abel Hall, LLC new	Shares	+1.2K	+$252.7K	$252.7K
30	MBL Wealth, LLC new	Shares	+1.0K	+$225.4K	$225.4K
31	SUMMITRY LLC new	Shares	+1.0K	+$225.0K	$225.0K
32	Sequoia Financial Advisors, LLC new	Shares	+983	+$211.3K	$211.3K
33	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+938	+$201.6K	$201.6K
34	GAMMA Investing LLC added	Shares	+866	+$201.3K	$445.1K
35	CULLEN INVESTMENT GROUP, LTD. trimmed	Shares	-35	+$114.0K	$2.1M
36	Taylor Frigon Capital Management LLC added	Shares	+191	+$108.2K	$1.2M
37	MITCHELL & PAHL PRIVATE WEALTH, LLC added	Shares	+259	+$101.6K	$841.1K
38	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-31	+$89.3K	$1.6M
39	First Bank & Trust added	Shares	+267	+$76.4K	$382.3K
40	Apollon Wealth Management, LLC added	Shares	+139	+$56.6K	$487.0K
41	True Wealth Design, LLC added	Shares	+146	+$32.5K	$49.9K
42	Envestnet Portfolio Solutions, Inc. added	Shares	+45	+$32.0K	$391.3K
43	ELEVATION WEALTH PARTNERS, LLC added	Shares	+133	+$28.6K	$29.7K
44	PEREGRINE CAPITAL MANAGEMENT LLC new	Shares	+130	+$27.9K	$27.9K
45	Diversified Trust Co added	Shares	+2	+$27.8K	$468.9K
46	SJS Investment Consulting Inc. added	Shares	+99	+$24.8K	$80.6K
47	CoreCap Advisors, LLC added	Shares	+105	+$23.0K	$33.0K
48	Blue Trust, Inc. added	Shares	+92	+$22.6K	$67.9K
49	OFI INVEST ASSET MANAGEMENT added	Shares	+24	+$21.6K	$286.9K
50	Wealth Enhancement Trust Services, Inc. new	Shares	+99	+$21.3K	$21.3K

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