Filing Research | PRLB - PROTO LABS INC Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	AEGON ASSET MANAGEMENT UK PLC	Shares	31.0KSH	$2.5M
2	Assenagon Asset Management S.A.	Shares	12.2KSH	$997.5K
3	Diversified Trust Co	Shares	11.8KSH	$961.4K
4	Louisiana State Employees Retirement System	Shares	10.4KSH	$847.7K
5	Perpetual Ltd	Shares	8.0KSH	$652.6K
6	Police & Firemen's Retirement System of New Jersey	Shares	7.2KSH	$585.7K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.4KSH	$518.4K
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.6KSH	$459.9K
9	Auto-Owners Insurance Co	Shares	4.5KSH	$366.8K
10	LANARK FINANCIAL, INC.	Shares	4.0KSH	$325.5K
11	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.0KSH	$242.9K
12	Farther Finance Advisors, LLC	Shares	1.6KSH	$131.6K
13	Mirae Asset Global Investments Co., Ltd.	Shares	1.4KSH	$111.8K
14	GAMMA Investing LLC	Shares	1.2KSH	$99.4K
15	Versant Capital Management, Inc	Shares	448SH	$36.5K
16	Aventura Private Wealth, LLC	Shares	200SH	$16.3K
17	Hoese & Co LLP	Shares	200SH	$16.3K
18	SIGNATUREFD, LLC	Shares	155SH	$12.6K
19	EverSource Wealth Advisors, LLC	Shares	60SH	$4.9K
20	Ares Financial Consulting, LLC	Shares	53SH	$4.3K
21	SBI Securities Co., Ltd.	Shares	30SH	$2.4K
22	Physician Wealth Advisors, Inc.	Shares	29SH	$2.4K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	23SH	$1.8K
24	Blue Trust, Inc.	Shares	18SH	$1.5K
25	FARMERS & MERCHANTS INVESTMENTS INC	Shares	15SH	$1.2K
26	FIRST HORIZON CORP	Shares	14SH	$1.1K
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	11.7KSH	$952
28	True Wealth Design, LLC	Shares	10SH	$816
29	State of Alaska, Department of Revenue	Shares	9.2KSH	$745
30	MassMutual Private Wealth & Trust, FSB	Shares	9SH	$734
31	Torren Management, LLC	Shares	8SH	$652
32	AMALGAMATED BANK	Shares	6.4KSH	$522
33	GILPIN WEALTH MANAGEMENT, LLC	Shares	5SH	$408
34	JFS WEALTH ADVISORS, LLC	Shares	4SH	$327
35	SJS Investment Consulting Inc.	Shares	4SH	$327
36	Cedar Mountain Advisors, LLC	Shares	4SH	$326
37	IFP Advisors, Inc	Shares	3SH	$245
38	Davis Capital Management	Shares	1SH	$82

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

41 / 41 loaded

#		Instrument
1	AEGON ASSET MANAGEMENT UK PLC new	Shares	+31.0K	+$2.5M	$2.5M
2	Perpetual Ltd new	Shares	+8.0K	+$652.6K	$652.6K
3	Diversified Trust Co unchanged	Shares	0	+$288.9K	$961.4K
4	Louisiana State Employees Retirement System trimmed	Shares	-100	+$249.0K	$847.7K
5	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+3.0K	+$242.9K	$242.9K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+562	+$208.0K	$585.7K
7	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+1	+$155.8K	$518.4K
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-214	+$126.0K	$459.9K
9	Mirae Asset Global Investments Co., Ltd. new	Shares	+1.4K	+$111.8K	$111.8K
10	Auto-Owners Insurance Co unchanged	Shares	0	+$110.2K	$366.8K
11	LANARK FINANCIAL, INC. trimmed	Shares	-13	+$97.0K	$325.5K
12	Farther Finance Advisors, LLC added	Shares	+1.0K	+$96.1K	$131.6K
13	GAMMA Investing LLC added	Shares	+42	+$32.2K	$99.4K
14	Versant Capital Management, Inc unchanged	Shares	0	+$11.0K	$36.5K
15	Aventura Private Wealth, LLC unchanged	Shares	0	+$4.9K	$16.3K
16	Hoese & Co LLP unchanged	Shares	0	+$4.9K	$16.3K
17	SIGNATUREFD, LLC added	Shares	+19	+$4.9K	$12.6K
18	Ares Financial Consulting, LLC unchanged	Shares	0	+$1.2K	$4.3K
19	FIRST HORIZON CORP new	Shares	+14	+$1.1K	$1.1K
20	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$710	$2.4K
21	SBI Securities Co., Ltd. trimmed	Shares	-4	+$506	$2.4K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$474	$1.8K
23	Blue Trust, Inc. unchanged	Shares	0	+$441	$1.5K
24	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$368	$1.2K
25	JFS WEALTH ADVISORS, LLC new	Shares	+4	+$327	$327
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+147	+$294	$952
27	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$221	$734
28	Torren Management, LLC unchanged	Shares	0	+$196	$652
29	SJS Investment Consulting Inc. added	Shares	+1	+$155	$327
30	AMALGAMATED BANK trimmed	Shares	-423	+$133	$522
31	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$122	$408
32	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$98	$326
33	Davis Capital Management new	Shares	+1	+$82	$82
34	State of Alaska, Department of Revenue trimmed	Shares	-3.9K	+$4	$745
35	IFP Advisors, Inc trimmed	Shares	-4	-$154	$245
36	True Wealth Design, LLC trimmed	Shares	-9	-$268	$816
37	Sound Income Strategies, LLC exited	Shares	-51	-$3.0K	$0
38	Rachor Investment Advisory Services, LLC exited	Shares	-74	-$4.2K	$0
39	EverSource Wealth Advisors, LLC trimmed	Shares	-411	-$22.0K	$4.9K
40	INDEPENDENT FINANCIAL GROUP, LLC exited	Shares	-6.9K	-$394.3K	$0
41	Assenagon Asset Management S.A. trimmed	Shares	-34.5K	-$1.7M	$997.5K