Filing Research | PRKS - United Parks & Resorts Inc. Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	1.3MSH	$63.2M
2	Y-Intercept (Hong Kong) Ltd	Shares	46.0KSH	$2.2M
3	Louisiana State Employees Retirement System	Shares	10.3KSH	$491.7K
4	Abacus Wealth Partners, LLC	Shares	6.9KSH	$331.5K
5	Police & Firemen's Retirement System of New Jersey	Shares	6.8KSH	$325.3K
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.3KSH	$301.9K
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.7KSH	$271.2K
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.6KSH	$266.8K
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.2KSH	$202.7K
10	Versant Capital Management, Inc	Shares	1.9KSH	$88.9K
11	GAMMA Investing LLC	Shares	1.4KSH	$68.7K
12	Owl Creek Wealth Partners LLC	Shares	366SH	$17.5K
13	Steigerwald, Gordon & Koch Inc.	Shares	280SH	$13.4K
14	Farther Finance Advisors, LLC	Shares	207SH	$9.9K
15	Essential Investment Partners LLC	Shares	110SH	$5.3K
16	EverSource Wealth Advisors, LLC	Shares	107SH	$5.1K
17	SIGNATUREFD, LLC	Shares	66SH	$3.2K
18	MassMutual Private Wealth & Trust, FSB	Shares	59SH	$2.8K
19	WOLFF WIESE MAGANA LLC	Shares	54SH	$2.6K
20	City State Bank	Shares	50SH	$2.4K
21	Retirement Wealth Solutions LLC	Shares	18SH	$860
22	FARMERS & MERCHANTS INVESTMENTS INC	Shares	15SH	$716
23	State of Alaska, Department of Revenue	Shares	7.8KSH	$370
24	Handelsbanken Fonder AB	Shares	6.8KSH	$325
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	6.6KSH	$314
26	AMALGAMATED BANK	Shares	6.2KSH	$297
27	JFS WEALTH ADVISORS, LLC	Shares	6SH	$287
28	Arlington Trust Co LLC	Shares	5SH	$239
29	Fortitude Family Office, LLC	Shares	5SH	$239
30	GILPIN WEALTH MANAGEMENT, LLC	Shares	4SH	$191
31	Davis Capital Management	Shares	2SH	$95
32	Hughes Financial Services, LLC	Shares	1SH	$48

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

36 / 36 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+46.0K	+$2.2M	$2.2M
2	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+4.2K	+$202.7K	$202.7K
3	Abacus Wealth Partners, LLC unchanged	Shares	0	+$104.7K	$331.5K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$102.8K	$325.3K
5	Louisiana State Employees Retirement System trimmed	Shares	-1.8K	+$96.5K	$491.7K
6	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-918	+$65.4K	$301.9K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.2K	+$46.5K	$266.8K
8	Versant Capital Management, Inc added	Shares	+537	+$45.6K	$88.9K
9	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-1.7K	+$30.5K	$271.2K
10	GAMMA Investing LLC added	Shares	+146	+$26.5K	$68.7K
11	Farther Finance Advisors, LLC added	Shares	+146	+$7.9K	$9.9K
12	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$5.5K	$17.5K
13	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$4.2K	$13.4K
14	EverSource Wealth Advisors, LLC added	Shares	+70	+$3.9K	$5.1K
15	MassMutual Private Wealth & Trust, FSB new	Shares	+59	+$2.8K	$2.8K
16	Essential Investment Partners LLC unchanged	Shares	0	+$1.7K	$5.3K
17	SIGNATUREFD, LLC unchanged	Shares	0	+$995	$3.2K
18	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$814	$2.6K
19	City State Bank unchanged	Shares	0	+$754	$2.4K
20	Retirement Wealth Solutions LLC added	Shares	+4	+$402	$860
21	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$226	$716
22	JFS WEALTH ADVISORS, LLC added	Shares	+2	+$156	$287
23	Handelsbanken Fonder AB unchanged	Shares	0	+$103	$325
24	Davis Capital Management new	Shares	+2	+$95	$95
25	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	+$93	$191
26	Arlington Trust Co LLC unchanged	Shares	0	+$76	$239
27	Fortitude Family Office, LLC unchanged	Shares	0	+$76	$239
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-805	+$73	$314
29	Hughes Financial Services, LLC new	Shares	+1	+$48	$48
30	AMALGAMATED BANK trimmed	Shares	-1.6K	+$41	$297
31	DiNuzzo Private Wealth, Inc. exited	Shares	-1	-$33	$0
32	State of Alaska, Department of Revenue trimmed	Shares	-5.7K	-$69	$370
33	SBI Securities Co., Ltd. exited	Shares	-6	-$196	$0
34	LRI Investments, LLC exited	Shares	-143	-$4.7K	$0
35	Sound Income Strategies, LLC exited	Shares	-660	-$21.7K	$0
36	River Road Asset Management, LLC trimmed	Shares	-757.2K	-$4.8M	$63.2M