Filing Research | PTON - Peloton Interactive Inc Institutional Holdings

Snapshot holdings

50 / 84 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	4.5MSH	$26.5M
2	KIRR MARBACH & CO LLC /IN/	Shares	484.6KSH	$2.9M
3	Benefit Street Partners LLC	Shares	250.0KSH	$1.5M
4	Louisiana State Employees Retirement System	Shares	182.8KSH	$1.1M
5	ALBION FINANCIAL GROUP /UT	Shares	145.0KSH	$857.0K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	131.3KSH	$769.2K
7	Police & Firemen's Retirement System of New Jersey	Shares	120.7KSH	$713.1K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	110.5KSH	$653.1K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	98.9KSH	$584.6K
10	Procyon Advisors, LLC	Shares	53.3KSH	$315.0K
11	Merit Financial Group, LLC	Shares	42.6KSH	$251.5K
12	Assenagon Asset Management S.A.	Shares	41.9KSH	$247.9K
13	SIGNATUREFD, LLC	Shares	37.8KSH	$223.6K
14	Diversified Trust Co	Shares	30.8KSH	$182.2K
15	Parkside Investments, LLC	Shares	30.5KSH	$180.3K
16	Traynor Capital Management, Inc.	Shares	29.3KSH	$173.2K
17	Abundance Wealth Counselors	Shares	28.3KSH	$167.3K
18	Sage Capital Advisors,llc	Shares	27.5KSH	$162.7K
19	Kohmann Bosshard Financial Services, LLC	Shares	20.2KSH	$119.4K
20	Abel Hall, LLC	Shares	19.2KSH	$113.8K
21	Howard Capital Management Group, LLC	Shares	18.0KSH	$106.4K
22	Wedmont Private Capital	Shares	17.0KSH	$99.7K
23	Oak Thistle LLC	Shares	15.5KSH	$91.7K
24	Sequoia Financial Advisors, LLC	Shares	13.5KSH	$79.6K
25	WADDELL & ASSOCIATES, LLC	Shares	13.5KSH	$79.6K
26	LVW Advisors, LLC	Shares	13.4KSH	$79.4K
27	Fifth Third Wealth Advisors LLC	Shares	12.6KSH	$74.7K
28	Wealthcare Advisory Partners LLC	Shares	11.5KSH	$68.2K
29	Y-Intercept (Hong Kong) Ltd	Shares	10.3KSH	$60.9K
30	Johnson & White Wealth Management, LLC	Shares	10.0KSH	$59.1K
31	Farther Finance Advisors, LLC	Shares	8.8KSH	$52.2K
32	SBI Securities Co., Ltd.	Shares	5.4KSH	$32.0K
33	EverSource Wealth Advisors, LLC	Shares	4.9KSH	$28.7K
34	GAMMA Investing LLC	Shares	4.4KSH	$26.0K
35	IFP Advisors, Inc	Shares	3.4KSH	$20.1K
36	WEST PACES ADVISORS INC.	Shares	2.6KSH	$15.1K
37	Vision Retirement, LLC	Shares	2.0KSH	$11.8K
38	True Wealth Design, LLC	Shares	1.9KSH	$11.2K
39	SJS Investment Consulting Inc.	Shares	1.0KSH	$6.0K
40	Tradewinds Capital Management, LLC	Shares	1.0KSH	$5.9K
41	ADIRONDACK TRUST CO	Shares	690SH	$4.1K
42	LANARK FINANCIAL, INC.	Shares	600SH	$3.5K
43	Allied Private Wealth LLC	Shares	500SH	$2.9K
44	Fortitude Family Office, LLC	Shares	446SH	$2.6K
45	Investment Research & Advisory Group, Inc.	Shares	260SH	$1.5K
46	AdvisorNet Financial, Inc	Shares	251SH	$1.5K
47	Kozak & Associates, Inc.	Shares	250SH	$1.5K
48	CoreCap Advisors, LLC	Shares	242SH	$1.4K
49	Aventura Private Wealth, LLC	Shares	200SH	$1.2K
50	FARMERS & MERCHANTS INVESTMENTS INC	Shares	200SH	$1.2K

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

50 / 87 loaded

#		Instrument
1	HENNESSY ADVISORS INC unchanged	Shares	0	+$7.3M	$26.5M
2	Louisiana State Employees Retirement System new	Shares	+182.8K	+$1.1M	$1.1M
3	KIRR MARBACH & CO LLC /IN/ added	Shares	+1.1K	+$789.5K	$2.9M
4	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+110.5K	+$653.1K	$653.1K
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+98.9K	+$584.6K	$584.6K
6	Benefit Street Partners LLC unchanged	Shares	0	+$405.0K	$1.5M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+43.9K	+$369.1K	$769.2K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+14.9K	+$259.3K	$713.1K
9	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$234.9K	$857.0K
10	Sage Capital Advisors,llc new	Shares	+27.5K	+$162.7K	$162.7K
11	Merit Financial Group, LLC added	Shares	+15.7K	+$136.1K	$251.5K
12	Abundance Wealth Counselors added	Shares	+15.5K	+$112.4K	$167.3K
13	Howard Capital Management Group, LLC new	Shares	+18.0K	+$106.4K	$106.4K
14	Oak Thistle LLC new	Shares	+15.5K	+$91.7K	$91.7K
15	Procyon Advisors, LLC added	Shares	+950	+$90.4K	$315.0K
16	Sequoia Financial Advisors, LLC new	Shares	+13.5K	+$79.6K	$79.6K
17	WADDELL & ASSOCIATES, LLC new	Shares	+13.5K	+$79.6K	$79.6K
18	Fifth Third Wealth Advisors LLC new	Shares	+12.6K	+$74.7K	$74.7K
19	Y-Intercept (Hong Kong) Ltd new	Shares	+10.3K	+$60.9K	$60.9K
20	SIGNATUREFD, LLC trimmed	Shares	-1.2K	+$56.4K	$223.6K
21	Traynor Capital Management, Inc. added	Shares	+55	+$56.2K	$173.2K
22	Parkside Investments, LLC unchanged	Shares	0	+$49.4K	$180.3K
23	Diversified Trust Co trimmed	Shares	-204	+$49.1K	$182.2K
24	Abel Hall, LLC added	Shares	+3.3K	+$45.3K	$113.8K
25	Kohmann Bosshard Financial Services, LLC unchanged	Shares	0	+$32.7K	$119.4K
26	LVW Advisors, LLC unchanged	Shares	0	+$21.8K	$79.4K
27	Wedmont Private Capital unchanged	Shares	0	+$20.8K	$99.7K
28	Wealthcare Advisory Partners LLC added	Shares	+421	+$20.5K	$68.2K
29	GAMMA Investing LLC added	Shares	+3.1K	+$20.3K	$26.0K
30	EverSource Wealth Advisors, LLC added	Shares	+2.5K	+$18.5K	$28.7K
31	WEST PACES ADVISORS INC. new	Shares	+2.6K	+$15.1K	$15.1K
32	True Wealth Design, LLC added	Shares	+1.5K	+$9.5K	$11.2K
33	Johnson & White Wealth Management, LLC trimmed	Shares	-1.6K	+$9.3K	$59.1K
34	IFP Advisors, Inc added	Shares	+443	+$7.4K	$20.1K
35	SBI Securities Co., Ltd. trimmed	Shares	-605	+$6.2K	$32.0K
36	SJS Investment Consulting Inc. added	Shares	+588	+$4.2K	$6.0K
37	Vision Retirement, LLC unchanged	Shares	0	+$3.2K	$11.8K
38	Assenagon Asset Management S.A. trimmed	Shares	-15.1K	+$3.2K	$247.9K
39	Fortitude Family Office, LLC new	Shares	+446	+$2.6K	$2.6K
40	Tradewinds Capital Management, LLC unchanged	Shares	0	+$1.6K	$5.9K
41	Farther Finance Advisors, LLC trimmed	Shares	-3.0K	+$1.5K	$52.2K
42	ADIRONDACK TRUST CO unchanged	Shares	0	+$1.1K	$4.1K
43	Wealth Enhancement Trust Services, Inc. new	Shares	+177	+$1.0K	$1.0K
44	LANARK FINANCIAL, INC. unchanged	Shares	0	+$972	$3.5K
45	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+150	+$967	$1.2K
46	State of Alaska, Department of Revenue added	Shares	+137.4K	+$844	$932
47	JFS WEALTH ADVISORS, LLC new	Shares	+128	+$757	$757
48	AMALGAMATED BANK added	Shares	+99.4K	+$608	$661
49	Investment Research & Advisory Group, Inc. unchanged	Shares	0	+$422	$1.5K
50	CoreCap Advisors, LLC unchanged	Shares	0	+$392	$1.4K

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