Filing Research | RAL - RALLIANT CORP Institutional Holdings

Snapshot holdings

50 / 109 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	550.4KSH	$40.5M
2	ARS Investment Partners, LLC	Shares	388.7KSH	$28.6M
3	EASTERLY INVESTMENT PARTNERS LLC	Shares	176.3KSH	$13.0M
4	Canoe Financial LP	Shares	122.7KSH	$9.0M
5	Police & Firemen's Retirement System of New Jersey	Shares	49.8KSH	$3.7M
6	Louisiana State Employees Retirement System	Shares	49.1KSH	$3.6M
7	Alpha Omega Wealth Management LLC	Shares	39.4KSH	$2.9M
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	27.5KSH	$2.0M
9	NEW WAVE WEALTH ADVISORS LLC	Shares	27.2KSH	$2.0M
10	IVC Wealth Advisors LLC	Shares	27.1KSH	$2.0M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	26.5KSH	$2.0M
12	Counterpoint Mutual Funds LLC	Shares	13.6KSH	$1.0M
13	Diversified Trust Co	Shares	13.6KSH	$1.0M
14	FARMERS & MERCHANTS INVESTMENTS INC	Shares	13.1KSH	$966.1K
15	LANARK FINANCIAL, INC.	Shares	10.2KSH	$751.4K
16	Fractal Investments LLC	Shares	10.0KSH	$736.3K
17	Capital Investment Services of America, Inc.	Shares	8.8KSH	$646.8K
18	Oak Thistle LLC	Shares	7.5KSH	$551.6K
19	GC Wealth Management RIA, LLC	Shares	6.5KSH	$480.8K
20	Storen Legacy Partners, LLC	Shares	6.2KSH	$453.5K
21	First American Bank	Shares	5.4KSH	$397.9K
22	Fifth Third Wealth Advisors LLC	Shares	5.3KSH	$392.5K
23	Chesley Taft & Associates LLC	Shares	5.3KSH	$387.3K
24	YHB Investment Advisors, Inc.	Shares	4.4KSH	$325.1K
25	Central Pacific Bank - Trust Division	Shares	3.8KSH	$280.9K
26	Nolet Wealth Management, LLC	Shares	3.8KSH	$279.8K
27	Sequoia Financial Advisors, LLC	Shares	3.7KSH	$273.3K
28	Y-Intercept (Hong Kong) Ltd	Shares	3.7KSH	$272.9K
29	Family Legacy Financial Solutions, LLC	Shares	3.8KSH	$262.2K
30	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	3.5KSH	$254.0K
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.3KSH	$227.5K
32	Mirador Capital Partners LP	Shares	3.1KSH	$226.9K
33	Steigerwald, Gordon & Koch Inc.	Shares	2.9KSH	$214.7K
34	CAPITAL ADVISORS INC/OK	Shares	2.7KSH	$201.8K
35	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	2.7KSH	$200.4K
36	TRUST CO OF TOLEDO NA /OH/	Shares	1.4KSH	$100.4K
37	Blue Trust, Inc.	Shares	1.3KSH	$96.5K
38	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.3KSH	$95.3K
39	GAMMA Investing LLC	Shares	1.3KSH	$93.8K
40	Farther Finance Advisors, LLC	Shares	1.3KSH	$93.8K
41	SIGNATUREFD, LLC	Shares	851SH	$62.7K
42	WEBSTER BANK, N. A.	Shares	702SH	$51.7K
43	Versant Capital Management, Inc	Shares	604SH	$44.5K
44	HM PAYSON & CO	Shares	407SH	$30.0K
45	EverSource Wealth Advisors, LLC	Shares	315SH	$23.2K
46	ELEVATION WEALTH PARTNERS, LLC	Shares	293SH	$21.6K
47	AdvisorNet Financial, Inc	Shares	292SH	$21.5K
48	Mirae Asset Global Investments Co., Ltd.	Shares	255SH	$18.8K
49	LRI Investments, LLC	Shares	251SH	$18.5K
50	Atlantic Edge Private Wealth Management, LLC	Shares	234SH	$17.2K

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

50 / 115 loaded

#		Instrument
1	WASATCH ADVISORS LP new	Shares	+550.4K	+$40.5M	$40.5M
2	ARS Investment Partners, LLC new	Shares	+388.7K	+$28.6M	$28.6M
3	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+153.8K	+$12.1M	$13.0M
4	Canoe Financial LP added	Shares	+4.1K	+$4.1M	$9.0M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+31.6K	+$2.9M	$3.7M
6	NEW WAVE WEALTH ADVISORS LLC new	Shares	+27.2K	+$2.0M	$2.0M
7	Louisiana State Employees Retirement System trimmed	Shares	-900	+$1.5M	$3.6M
8	Alpha Omega Wealth Management LLC unchanged	Shares	0	+$1.3M	$2.9M
9	IVC Wealth Advisors LLC added	Shares	+319	+$882.9K	$2.0M
10	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-184	+$874.3K	$2.0M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.4K	+$794.2K	$2.0M
12	Fractal Investments LLC new	Shares	+10.0K	+$736.3K	$736.3K
13	Oak Thistle LLC new	Shares	+7.5K	+$551.6K	$551.6K
14	LANARK FINANCIAL, INC. added	Shares	+3.0K	+$453.4K	$751.4K
15	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-500	+$399.6K	$966.1K
16	Fifth Third Wealth Advisors LLC new	Shares	+5.3K	+$392.5K	$392.5K
17	Diversified Trust Co trimmed	Shares	-3.4K	+$292.3K	$1.0M
18	Nolet Wealth Management, LLC new	Shares	+3.8K	+$279.8K	$279.8K
19	Sequoia Financial Advisors, LLC new	Shares	+3.7K	+$273.3K	$273.3K
20	Family Legacy Financial Solutions, LLC new	Shares	+3.8K	+$262.2K	$262.2K
21	Capital Investment Services of America, Inc. trimmed	Shares	-1.1K	+$233.7K	$646.8K
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+3.3K	+$227.5K	$227.5K
23	Mirador Capital Partners LP new	Shares	+3.1K	+$226.9K	$226.9K
24	CAPITAL ADVISORS INC/OK new	Shares	+2.7K	+$201.8K	$201.8K
25	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+2.7K	+$200.4K	$200.4K
26	Storen Legacy Partners, LLC unchanged	Shares	0	+$197.3K	$453.5K
27	First American Bank unchanged	Shares	0	+$173.1K	$397.9K
28	Counterpoint Mutual Funds LLC trimmed	Shares	-6.9K	+$148.6K	$1.0M
29	GC Wealth Management RIA, LLC trimmed	Shares	-1.5K	+$146.3K	$480.8K
30	YHB Investment Advisors, Inc. trimmed	Shares	-416	+$124.2K	$325.1K
31	Central Pacific Bank - Trust Division unchanged	Shares	0	+$122.2K	$280.9K
32	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$93.4K	$214.7K
33	Blue Trust, Inc. added	Shares	+1.0K	+$84.0K	$96.5K
34	Chesley Taft & Associates LLC trimmed	Shares	-2.1K	+$81.1K	$387.3K
35	GAMMA Investing LLC added	Shares	+382	+$56.7K	$93.8K
36	Farther Finance Advisors, LLC added	Shares	+103	+$43.8K	$93.8K
37	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+66	+$39.3K	$95.3K
38	Versant Capital Management, Inc added	Shares	+421	+$36.9K	$44.5K
39	TRUST CO OF TOLEDO NA /OH/ trimmed	Shares	-222	+$34.4K	$100.4K
40	WEBSTER BANK, N. A. added	Shares	+17	+$23.2K	$51.7K
41	SIGNATUREFD, LLC trimmed	Shares	-111	+$22.6K	$62.7K
42	EverSource Wealth Advisors, LLC added	Shares	+113	+$14.8K	$23.2K
43	ELEVATION WEALTH PARTNERS, LLC added	Shares	+81	+$12.8K	$21.6K
44	WEST PACES ADVISORS INC. new	Shares	+126	+$9.3K	$9.3K
45	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$8.2K	$18.8K
46	LRI Investments, LLC added	Shares	+1	+$8.1K	$18.5K
47	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$7.5K	$17.2K
48	HM PAYSON & CO trimmed	Shares	-135	+$7.4K	$30.0K
49	Grove Bank & Trust unchanged	Shares	0	+$6.3K	$14.5K
50	MassMutual Private Wealth & Trust, FSB added	Shares	+64	+$6.0K	$7.6K

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