Filing Research | PSIX - POWER SOLUTIONS INTL INC Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	Capstone Capital Management Ltd	Shares	26.7KSH	$1.0M
2	Hennion & Walsh Asset Management, Inc.	Shares	21.5KSH	$837.9K
3	WORLD EQUITY GROUP, INC.	Shares	20.7KSH	$804.3K
4	Bay Rivers Group	Shares	9.1KSH	$355.5K
5	EXCHANGE TRADED CONCEPTS, LLC	Shares	6.8KSH	$264.9K
6	D.A. DAVIDSON & CO.	Shares	6.1KSH	$235.3K
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	5.2KSH	$200.8K
8	Triumph Capital Management	Shares	4.9KSH	$191.5K
9	Spire Wealth Management	Shares	2.9KSH	$114.6K
10	Police & Firemen's Retirement System of New Jersey	Shares	2.3KSH	$89.6K
11	Indiana Trust & Investment Management Co	Shares	1.0KSH	$38.9K
12	Founders Capital Management	Shares	300SH	$11.7K
13	IFP Advisors, Inc	Shares	172SH	$6.7K
14	Blue Trust, Inc.	Shares	30SH	$1.2K
15	GAMMA Investing LLC	Shares	24SH	$933
16	Hughes Financial Services, LLC	Shares	18SH	$700
17	SJS Investment Consulting Inc.	Shares	14SH	$545
18	State of Alaska, Department of Revenue	Shares	8.2KSH	$317
19	MassMutual Private Wealth & Trust, FSB	Shares	8SH	$311
20	EverSource Wealth Advisors, LLC	Shares	1SH	$39
21	Farther Finance Advisors, LLC	Shares	1SH	$39

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

36 / 36 loaded

#		Instrument
1	Capstone Capital Management Ltd new	Shares	+26.7K	+$1.0M	$1.0M
2	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+6.8K	+$264.9K	$264.9K
3	Founders Capital Management new	Shares	+300	+$11.7K	$11.7K
4	SJS Investment Consulting Inc. new	Shares	+14	+$545	$545
5	Blue Trust, Inc. added	Shares	+16	+$315	$1.2K
6	MassMutual Private Wealth & Trust, FSB added	Shares	+7	+$250	$311
7	Farmers & Merchants Trust Co of Chambersburg PA exited	Shares	-120	-$7	$0
8	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$22	$39
9	State of Alaska, Department of Revenue added	Shares	+2.5K	-$27	$317
10	NEW YORK STATE TEACHERS RETIREMENT SYSTEM exited	Shares	-789	-$48	$0
11	GAMMA Investing LLC added	Shares	+7	-$102	$933
12	D.A. DAVIDSON & CO. exited	CALL	-1	-$840	$0
13	ARMSTRONG ADVISORY GROUP, INC exited	Shares	-24	-$1.5K	$0
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-25	-$1.7K	$0
15	SIGNATUREFD, LLC exited	Shares	-43	-$2.6K	$0
16	HHM Wealth Advisors, LLC exited	Shares	-50	-$3.0K	$0
17	LANARK FINANCIAL, INC. exited	Shares	-64	-$3.9K	$0
18	IFP Advisors, Inc trimmed	Shares	-9	-$4.3K	$6.7K
19	AdvisorNet Financial, Inc exited	Shares	-100	-$6.1K	$0
20	Sound Income Strategies, LLC exited	Shares	-100	-$6.6K	$0
21	Indiana Trust & Investment Management Co unchanged	Shares	0	-$22.0K	$38.9K
22	Spire Wealth Management added	Shares	+700	-$22.2K	$114.6K
23	Triumph Capital Management added	Shares	+1.2K	-$34.1K	$191.5K
24	Hughes Financial Services, LLC trimmed	Shares	-756	-$46.4K	$700
25	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$50.6K	$89.6K
26	D.A. DAVIDSON & CO. added	Shares	+757	-$87.0K	$235.3K
27	FINANCIAL CONSULATE, INC exited	Shares	-1.5K	-$91.6K	$0
28	Hennion & Walsh Asset Management, Inc. added	Shares	+5.4K	-$145.3K	$837.9K
29	Bay Rivers Group trimmed	Shares	-45	-$203.8K	$355.5K
30	Farther Finance Advisors, LLC trimmed	Shares	-4.0K	-$265.1K	$39
31	WORLD EQUITY GROUP, INC. added	Shares	+2.9K	-$279.9K	$804.3K
32	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-3.6K	-$333.3K	$200.8K
33	Formidable Asset Management, LLC exited	Shares	-6.6K	-$400.7K	$0
34	OAK RIDGE INVESTMENTS LLC exited	Shares	-13.3K	-$810.1K	$0
35	Capelight Capital Asset Management LP exited	Shares	-15.0K	-$913.2K	$0
36	BURNEY CO/ exited	Shares	-29.0K	-$1.8M	$0