Filing Research | POWL - POWELL INDS INC Institutional Holdings

Snapshot holdings

50 / 114 loaded

#		Instrument	quantity
1	Tema ETFs LLC	Shares	268.7KSH	$76.9M
2	CONGRESS ASSET MANAGEMENT CO	Shares	42.5KSH	$12.2M
3	GKV Capital Management Co., Inc.	Shares	39.0KSH	$11.2M
4	Rockline Wealth Management, LLC	Shares	30.9KSH	$8.9M
5	CHATHAM CAPITAL GROUP, INC.	Shares	29.2KSH	$8.4M
6	Vest Financial, LLC	Shares	26.3KSH	$7.5M
7	Liberty Capital Management, Inc.	Shares	25.1KSH	$7.2M
8	Merit Financial Group, LLC	Shares	17.2KSH	$4.9M
9	EXCHANGE TRADED CONCEPTS, LLC	Shares	16.1KSH	$4.6M
10	HERALD INVESTMENT MANAGEMENT Ltd	Shares	15.0KSH	$4.3M
11	Police & Firemen's Retirement System of New Jersey	Shares	13.0KSH	$3.7M
12	Louisiana State Employees Retirement System	Shares	12.5KSH	$3.6M
13	Cadent Capital Advisors, LLC	Shares	12.4KSH	$3.6M
14	Strong Tower Advisory Services	Shares	11.7KSH	$3.3M
15	Blackhawk Capital Partners, LLC	Shares	11.1KSH	$3.2M
16	PFG Advisors	Shares	11.1KSH	$3.2M
17	SteelPeak Wealth, LLC	Shares	10.1KSH	$2.9M
18	OAK RIDGE INVESTMENTS LLC	Shares	10.0KSH	$2.9M
19	Sidoxia Capital Management, LLC	Shares	9.5KSH	$2.7M
20	MISSION WEALTH MANAGEMENT, LP	Shares	9.3KSH	$2.7M
21	TECTONIC ADVISORS LLC	Shares	8.9KSH	$2.5M
22	Fortune Financial Advisors, LLC	Shares	8.6KSH	$2.5M
23	BENJAMIN EDWARDS INC	Shares	8.2KSH	$2.3M
24	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.8KSH	$2.2M
25	Triasima Portfolio Management inc.	Shares	7.7KSH	$2.2M
26	JAMES INVESTMENT RESEARCH, INC.	Shares	7.0KSH	$2.0M
27	Steadtrust LLC	Shares	6.8KSH	$2.0M
28	LANARK FINANCIAL, INC.	Shares	6.8KSH	$1.9M
29	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.7KSH	$1.9M
30	LITTLEJOHN FINANCIAL SERVICES, INC.	Shares	6.2KSH	$1.8M
31	Ausbil Investment Management Ltd	Shares	6.7KSH	$1.8M
32	Bay Rivers Group	Shares	6.0KSH	$1.7M
33	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.3KSH	$1.7M
34	INDEPENDENT FINANCIAL GROUP, LLC	Shares	5.7KSH	$1.6M
35	J.W. COLE ADVISORS, INC.	Shares	5.6KSH	$1.6M
36	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	5.4KSH	$1.5M
37	FCG Investment Co	Shares	4.9KSH	$1.4M
38	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.9KSH	$1.1M
39	Valeo Financial Advisors, LLC	Shares	3.8KSH	$1.1M
40	Demars Financial Group, LLC	Shares	3.6KSH	$1.0M
41	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.2KSH	$925.5K
42	Spire Wealth Management	Shares	3.2KSH	$905.3K
43	1620 INVESTMENT ADVISORS, INC.	Shares	2.7KSH	$780.9K
44	Sava Infond d.o.o.	Shares	2.7KSH	$773.2K
45	GAMMA Investing LLC	Shares	2.6KSH	$745.4K
46	ARGENT CAPITAL MANAGEMENT LLC	Shares	2.5KSH	$719.3K
47	J2 Capital Management Inc	Shares	2.0KSH	$569.9K
48	Farther Finance Advisors, LLC	Shares	2.0KSH	$564.3K
49	Abel Hall, LLC	Shares	2.0KSH	$561.0K
50	Crossmark Global Holdings, Inc.	Shares	1.9KSH	$554.7K

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

50 / 125 loaded

#		Instrument
1	Tema ETFs LLC added	Shares	+184.0K	+$31.1M	$76.9M
2	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+16.1K	+$4.6M	$4.6M
3	CONGRESS ASSET MANAGEMENT CO added	Shares	+28.4K	+$4.6M	$12.2M
4	GKV Capital Management Co., Inc. added	Shares	+26.1K	+$4.2M	$11.2M
5	Rockline Wealth Management, LLC added	Shares	+21.7K	+$3.9M	$8.9M
6	SteelPeak Wealth, LLC new	Shares	+10.1K	+$2.9M	$2.9M
7	MISSION WEALTH MANAGEMENT, LP new	Shares	+9.3K	+$2.7M	$2.7M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+10.4K	+$2.3M	$3.7M
9	CHATHAM CAPITAL GROUP, INC. added	Shares	+17.4K	+$2.0M	$8.4M
10	TECTONIC ADVISORS LLC added	Shares	+5.4K	+$1.9M	$2.5M
11	J.W. COLE ADVISORS, INC. new	Shares	+5.6K	+$1.6M	$1.6M
12	HERALD INVESTMENT MANAGEMENT Ltd added	Shares	+10.0K	+$1.6M	$4.3M
13	Cadent Capital Advisors, LLC added	Shares	+8.5K	+$1.4M	$3.6M
14	FCG Investment Co new	Shares	+4.9K	+$1.4M	$1.4M
15	Louisiana State Employees Retirement System added	Shares	+8.3K	+$1.3M	$3.6M
16	OAK RIDGE INVESTMENTS LLC added	Shares	+532	+$1.2M	$2.9M
17	PFG Advisors added	Shares	+7.3K	+$1.1M	$3.2M
18	Valeo Financial Advisors, LLC new	Shares	+3.8K	+$1.1M	$1.1M
19	Fortune Financial Advisors, LLC added	Shares	+5.8K	+$914.3K	$2.5M
20	BENJAMIN EDWARDS INC added	Shares	+5.4K	+$853.3K	$2.3M
21	Sidoxia Capital Management, LLC added	Shares	+6.0K	+$837.5K	$2.7M
22	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+5.2K	+$814.4K	$2.2M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.4K	+$806.0K	$1.7M
24	Triasima Portfolio Management inc. added	Shares	+5.1K	+$773.8K	$2.2M
25	Steadtrust LLC added	Shares	+4.5K	+$720.9K	$2.0M
26	ARGENT CAPITAL MANAGEMENT LLC new	Shares	+2.5K	+$719.3K	$719.3K
27	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+3.9K	+$677.6K	$1.6M
28	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+4.4K	+$662.6K	$1.9M
29	Blackhawk Capital Partners, LLC added	Shares	+6.4K	+$661.0K	$3.2M
30	Bay Rivers Group added	Shares	+4.0K	+$631.5K	$1.7M
31	Spire Wealth Management added	Shares	+2.6K	+$581.6K	$905.3K
32	Strong Tower Advisory Services added	Shares	+6.5K	+$545.9K	$3.3M
33	Howard Capital Management Group, LLC new	Shares	+1.8K	+$515.4K	$515.4K
34	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+3.5K	+$511.5K	$1.5M
35	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.8K	+$493.4K	$1.1M
36	Tactive Advisors, LLC new	Shares	+1.7K	+$482.5K	$482.5K
37	LANARK FINANCIAL, INC. added	Shares	+4.0K	+$432.3K	$1.9M
38	Assenagon Asset Management S.A. new	Shares	+1.2K	+$352.8K	$352.8K
39	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+2.2K	+$343.3K	$925.5K
40	IFP Advisors, Inc added	Shares	+1.2K	+$332.9K	$370.3K
41	GAMMA Investing LLC added	Shares	+1.8K	+$299.5K	$745.4K
42	Apollon Wealth Management, LLC new	Shares	+1.0K	+$290.9K	$290.9K
43	Tanager Wealth Management LLP new	Shares	+1.0K	+$289.5K	$289.5K
44	Sava Infond d.o.o. added	Shares	+1.8K	+$286.2K	$773.2K
45	Demars Financial Group, LLC added	Shares	+2.2K	+$284.6K	$1.0M
46	BankChampaign, National Association new	Shares	+936	+$268.0K	$268.0K
47	Fifth Third Wealth Advisors LLC new	Shares	+935	+$267.7K	$267.7K
48	Waycross Investment Management Co new	Shares	+904	+$258.8K	$258.8K
49	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+888	+$254.3K	$254.3K
50	Yorktown Management & Research Co Inc new	Shares	+840	+$240.5K	$240.5K

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