Filing Research | PRCT - PROCEPT BIOROBOTICS Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	251.3KSH	$5.7M
2	Taylor Frigon Capital Management LLC	Shares	101.6KSH	$2.3M
3	Robocap Asset Management Ltd	Shares	98.0KSH	$2.2M
4	Mediolanum International Funds Ltd	Shares	94.7KSH	$2.1M
5	Generali Investments Towarzystwo Funduszy Inwestycyjnych	Shares	60.0KSH	$1.4M
6	KRS Capital Management, LLC	Shares	45.6KSH	$1.0M
7	Diversified Trust Co	Shares	29.6KSH	$668.5K
8	Enclave Advisors LLC	Shares	29.1KSH	$656.4K
9	Mirador Capital Partners LP	Shares	19.5KSH	$441.1K
10	Police & Firemen's Retirement System of New Jersey	Shares	16.7KSH	$378.2K
11	AlphaCentric Advisors LLC	Shares	15.0KSH	$338.7K
12	IFP Advisors, Inc	Shares	12.1KSH	$272.4K
13	Mirae Asset Global Investments Co., Ltd.	Shares	8.2KSH	$185.5K
14	China Universal Asset Management Co., Ltd.	Shares	5.0KSH	$112.9K
15	Center for Financial Planning, Inc.	Shares	3.7KSH	$84.3K
16	Versant Capital Management, Inc	Shares	1.2KSH	$26.9K
17	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$24.3K
18	SIGNATUREFD, LLC	Shares	723SH	$16.3K
19	Lodestone Wealth Management LLC	Shares	672SH	$15.2K
20	SBI Securities Co., Ltd.	Shares	553SH	$12.5K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	400SH	$9.4K
22	GAMMA Investing LLC	Shares	294SH	$6.6K
23	Farther Finance Advisors, LLC	Shares	263SH	$5.9K
24	StrongBox Wealth, LLC	Shares	260SH	$5.9K
25	Fortitude Family Office, LLC	Shares	176SH	$4.0K
26	Smallwood Wealth Investment Management, LLC	Shares	150SH	$3.4K
27	True Wealth Design, LLC	Shares	102SH	$2.3K
28	MassMutual Private Wealth & Trust, FSB	Shares	90SH	$2.0K
29	Cape Investment Advisory, Inc.	Shares	67SH	$1.5K
30	DiNuzzo Private Wealth, Inc.	Shares	63SH	$1.4K
31	Independence Bank of Kentucky	Shares	36SH	$813
32	SJS Investment Consulting Inc.	Shares	29SH	$655
33	Handelsbanken Fonder AB	Shares	26.1KSH	$589
34	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	20SH	$451
35	ELEVATION WEALTH PARTNERS, LLC	Shares	7SH	$159
36	CoreCap Advisors, LLC	Shares	7SH	$158
37	FIRST HORIZON CORP	Shares	3SH	$68
38	Hughes Financial Services, LLC	Shares	2SH	$45

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

44 / 44 loaded

#		Instrument
1	PEREGRINE CAPITAL MANAGEMENT LLC new	Shares	+251.3K	+$5.7M	$5.7M
2	Mediolanum International Funds Ltd new	Shares	+94.7K	+$2.1M	$2.1M
3	Mirador Capital Partners LP new	Shares	+19.5K	+$441.1K	$441.1K
4	Generali Investments Towarzystwo Funduszy Inwestycyjnych added	Shares	+10.0K	+$104.3K	$1.4M
5	Taylor Frigon Capital Management LLC added	Shares	+12.9K	+$74.9K	$2.3M
6	Center for Financial Planning, Inc. added	Shares	+1.7K	+$33.2K	$84.3K
7	Versant Capital Management, Inc added	Shares	+1.1K	+$24.2K	$26.9K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+2.1K	+$13.0K	$378.2K
9	EverSource Wealth Advisors, LLC added	Shares	+351	+$6.2K	$24.3K
10	StrongBox Wealth, LLC new	Shares	+260	+$5.9K	$5.9K
11	Fortitude Family Office, LLC new	Shares	+176	+$4.0K	$4.0K
12	IFP Advisors, Inc added	Shares	+1.3K	+$2.9K	$272.4K
13	SIGNATUREFD, LLC added	Shares	+140	+$1.7K	$16.3K
14	True Wealth Design, LLC added	Shares	+73	+$1.6K	$2.3K
15	Cape Investment Advisory, Inc. new	Shares	+67	+$1.5K	$1.5K
16	SJS Investment Consulting Inc. added	Shares	+17	+$354	$655
17	Handelsbanken Fonder AB added	Shares	+8.3K	+$144	$589
18	Hughes Financial Services, LLC unchanged	Shares	0	-$5	$45
19	FIRST HORIZON CORP unchanged	Shares	0	-$7	$68
20	CoreCap Advisors, LLC unchanged	Shares	0	-$17	$158
21	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	-$17	$159
22	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$49	$451
23	Independence Bank of Kentucky unchanged	Shares	0	-$87	$813
24	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$153	$1.4K
25	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	-$364	$3.4K
26	Physician Wealth Advisors, Inc. exited	Shares	-38	-$951	$0
27	Lodestone Wealth Management LLC unchanged	Shares	0	-$1.6K	$15.2K
28	GAMMA Investing LLC trimmed	Shares	-40	-$1.7K	$6.6K
29	Wall Street Financial Group, Inc. exited	Shares	-70	-$1.8K	$0
30	Financial Management Professionals, Inc. exited	Shares	-73	-$1.8K	$0
31	Mirae Asset Global Investments Co., Ltd. added	Shares	+596	-$5.1K	$185.5K
32	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-210	-$5.5K	$2.0K
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-250	-$7.1K	$9.4K
34	China Universal Asset Management Co., Ltd. unchanged	Shares	0	-$12.2K	$112.9K
35	SBI Securities Co., Ltd. trimmed	Shares	-486	-$13.5K	$12.5K
36	Farther Finance Advisors, LLC trimmed	Shares	-625	-$16.6K	$5.9K
37	AlphaCentric Advisors LLC unchanged	Shares	0	-$36.5K	$338.7K
38	Cache Advisors, LLC exited	Shares	-1.7K	-$42.4K	$0
39	Enclave Advisors LLC unchanged	Shares	0	-$70.6K	$656.4K
40	KRS Capital Management, LLC trimmed	Shares	-125	-$114.0K	$1.0M
41	Diversified Trust Co trimmed	Shares	-2.4K	-$131.3K	$668.5K
42	Hennion & Walsh Asset Management, Inc. exited	Shares	-10.3K	-$258.7K	$0
43	Robocap Asset Management Ltd trimmed	Shares	-2.1K	-$289.6K	$2.2M
44	WASATCH ADVISORS LP exited	Shares	-222.6K	-$5.6M	$0