Filing Research | RBC - RBC BEARINGS INC Institutional Holdings

Snapshot holdings

50 / 137 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	327.5KSH	$210.9M
2	WASATCH ADVISORS LP	Shares	322.1KSH	$207.4M
3	Douglas Lane & Associates, LLC	Shares	118.8KSH	$76.5M
4	Carmel Capital Management L.L.C.	Shares	24.6KSH	$15.9M
5	RIVERBRIDGE PARTNERS LLC	Shares	17.8KSH	$11.5M
6	Police & Firemen's Retirement System of New Jersey	Shares	14.0KSH	$9.0M
7	L. Roy Papp & Associates, LLP	Shares	10.0KSH	$6.4M
8	Covenant Asset Management, LLC	Shares	9.6KSH	$6.2M
9	Louisiana State Employees Retirement System	Shares	9.2KSH	$5.9M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	8.8KSH	$5.7M
11	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	8.6KSH	$5.5M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.3KSH	$5.1M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.6KSH	$4.9M
14	OAK RIDGE INVESTMENTS LLC	Shares	7.5KSH	$4.8M
15	DAVENPORT & Co LLC	Shares	5.9KSH	$3.8M
16	Oak Thistle LLC	Shares	5.2KSH	$3.3M
17	SHEETS SMITH WEALTH MANAGEMENT	Shares	4.4KSH	$2.9M
18	ARGENT CAPITAL MANAGEMENT LLC	Shares	3.5KSH	$2.3M
19	Fiduciary Alliance LLC	Shares	3.4KSH	$2.2M
20	COOKSON PEIRCE & CO INC	Shares	3.1KSH	$2.0M
21	EXCHANGE TRADED CONCEPTS, LLC	Shares	3.0KSH	$1.9M
22	Merit Financial Group, LLC	Shares	2.9KSH	$1.9M
23	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	2.6KSH	$1.6M
24	BURNEY CO/	Shares	2.2KSH	$1.4M
25	Crossmark Global Holdings, Inc.	Shares	2.2KSH	$1.4M
26	GAMMA Investing LLC	Shares	2.2KSH	$1.4M
27	SECURIAN ASSET MANAGEMENT, INC	Shares	2.3KSH	$1.3M
28	Impact Capital Partners LLC	Shares	2.1KSH	$1.3M
29	Yorktown Management & Research Co Inc	Shares	2.0KSH	$1.3M
30	First Bank & Trust	Shares	1.9KSH	$1.2M
31	IFP Advisors, Inc	Shares	1.8KSH	$1.2M
32	SUMMITRY LLC	Shares	1.7KSH	$1.1M
33	FLAGSHIP HARBOR ADVISORS, LLC	Shares	1.6KSH	$1.1M
34	Envestnet Portfolio Solutions, Inc.	Shares	1.6KSH	$1.0M
35	Apollon Wealth Management, LLC	Shares	1.5KSH	$971.9K
36	Somerset Trust Co	Shares	1.5KSH	$950.6K
37	QRG CAPITAL MANAGEMENT, INC.	Shares	1.4KSH	$928.7K
38	Farther Finance Advisors, LLC	Shares	1.4KSH	$892.1K
39	Fifth Third Wealth Advisors LLC	Shares	1.4KSH	$871.4K
40	Diversified Trust Co	Shares	1.3KSH	$833.4K
41	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	1.2KSH	$799.3K
42	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.2KSH	$794.8K
43	MITCHELL SINKLER & STARR/PA	Shares	1.2KSH	$749.7K
44	Baker Ellis Asset Management LLC	Shares	1.2KSH	$743.2K
45	PFW Advisors LLC	Shares	1.1KSH	$730.4K
46	D.A. DAVIDSON & CO.	Shares	1.1KSH	$729.1K
47	WADDELL & ASSOCIATES, LLC	Shares	1.1KSH	$720.7K
48	MISSION WEALTH MANAGEMENT, LP	Shares	931SH	$599.6K
49	Sequoia Financial Advisors, LLC	Shares	847SH	$545.5K
50	Prospera Financial Services Inc	Shares	828SH	$533.3K

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

50 / 144 loaded

#		Instrument
1	Sumitomo Mitsui DS Asset Management Company, Ltd new	Shares	+8.6K	+$5.5M	$5.5M
2	Douglas Lane & Associates, LLC trimmed	Shares	-17.1K	+$2.7M	$76.5M
3	Carmel Capital Management L.L.C. trimmed	Shares	-83	+$2.4M	$15.9M
4	Fiduciary Alliance LLC new	Shares	+3.4K	+$2.2M	$2.2M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.9K	+$1.9M	$5.1M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+857	+$1.9M	$9.0M
7	Covenant Asset Management, LLC added	Shares	+204	+$1.1M	$6.2M
8	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.4K	+$1.1M	$1.9M
9	Louisiana State Employees Retirement System unchanged	Shares	0	+$928.6K	$5.9M
10	L. Roy Papp & Associates, LLP trimmed	Shares	-489	+$740.6K	$6.4M
11	MISSION WEALTH MANAGEMENT, LP new	Shares	+931	+$599.6K	$599.6K
12	Merit Financial Group, LLC added	Shares	+539	+$587.4K	$1.9M
13	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-568	+$583.8K	$5.7M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-370	+$561.3K	$4.9M
15	DAVENPORT & Co LLC trimmed	Shares	-129	+$521.2K	$3.8M
16	COOKSON PEIRCE & CO INC added	Shares	+329	+$493.0K	$2.0M
17	GAMMA Investing LLC added	Shares	+493	+$486.5K	$1.4M
18	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-48	+$422.7K	$2.9M
19	RIVERBRIDGE PARTNERS LLC trimmed	Shares	-2.6K	+$390.1K	$11.5M
20	IFP Advisors, Inc added	Shares	+335	+$368.5K	$1.2M
21	Total Clarity Wealth Management, Inc. new	Shares	+553	+$356.2K	$356.2K
22	BENJAMIN EDWARDS INC new	Shares	+535	+$344.6K	$344.6K
23	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+401	+$342.4K	$794.8K
24	Capstone Wealth Management, LLC new	Shares	+478	+$307.9K	$307.9K
25	QRG CAPITAL MANAGEMENT, INC. added	Shares	+218	+$264.0K	$928.7K
26	RIVERSEDGE ADVISORS, LLC new	Shares	+409	+$263.4K	$263.4K
27	BankChampaign, National Association new	Shares	+394	+$253.8K	$253.8K
28	Sequoia Financial Advisors, LLC added	Shares	+306	+$251.7K	$545.5K
29	Farther Finance Advisors, LLC added	Shares	+219	+$247.3K	$892.1K
30	Fifth Third Wealth Advisors LLC added	Shares	+200	+$245.2K	$871.4K
31	WADDELL & ASSOCIATES, LLC added	Shares	+230	+$237.9K	$720.7K
32	Greenline Wealth Management LLC new	Shares	+364	+$234.2K	$234.2K
33	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+362	+$233.2K	$233.2K
34	Impact Capital Partners LLC added	Shares	+32	+$224.8K	$1.3M
35	Oak Asset Management, LLC new	Shares	+349	+$224.8K	$224.8K
36	MBL Wealth, LLC new	Shares	+343	+$220.9K	$220.9K
37	BURNEY CO/ trimmed	Shares	-25	+$209.0K	$1.4M
38	GREENLEAF TRUST new	Shares	+324	+$208.7K	$208.7K
39	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+65	+$200.0K	$1.1M
40	Yorktown Management & Research Co Inc unchanged	Shares	0	+$198.9K	$1.3M
41	OAK RIDGE INVESTMENTS LLC trimmed	Shares	-1.1K	+$180.0K	$4.8M
42	Sivia Capital Partners, LLC added	Shares	+211	+$174.8K	$383.9K
43	SUMMITRY LLC trimmed	Shares	-8	+$167.5K	$1.1M
44	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-170	+$165.3K	$1.6M
45	First Bank & Trust trimmed	Shares	-54	+$164.6K	$1.2M
46	Crossmark Global Holdings, Inc. trimmed	Shares	-111	+$159.9K	$1.4M
47	NorthCrest Asset Manangement, LLC added	Shares	+214	+$155.4K	$477.7K
48	Somerset Trust Co trimmed	Shares	-3	+$147.4K	$950.6K
49	RiverPark Advisors, LLC added	Shares	+149	+$146.9K	$421.2K
50	LEAVELL INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$125.3K	$799.3K

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