Filing Research | RBRK - Rubrik Inc. Institutional Holdings

Snapshot holdings

50 / 109 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	539.7KSH	$43.3M
2	Assenagon Asset Management S.A.	Shares	280.4KSH	$22.5M
3	OFI INVEST ASSET MANAGEMENT	Shares	152.5KSH	$10.7M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	117.9KSH	$8.9M
5	Robocap Asset Management Ltd	Shares	78.8KSH	$6.3M
6	Covea Finance	Shares	76.6KSH	$6.1M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	75.9KSH	$6.1M
8	Police & Firemen's Retirement System of New Jersey	Shares	70.5KSH	$5.7M
9	Slow Capital, Inc.	Shares	64.8KSH	$5.2M
10	Y-Intercept (Hong Kong) Ltd	Shares	46.8KSH	$3.8M
11	Merit Financial Group, LLC	Shares	36.2KSH	$2.9M
12	Altrafin AG	Shares	33.0KSH	$2.7M
13	ZEVENBERGEN CAPITAL INVESTMENTS LLC	Shares	31.0KSH	$2.5M
14	Pekao Towarzystwo Funduszy Inwestycyjnych S.A.	Shares	30.2KSH	$2.4M
15	Stablepoint Partners, LLC	Shares	26.8KSH	$2.2M
16	Mediolanum International Funds Ltd	Shares	27.8KSH	$2.1M
17	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	26.1KSH	$2.1M
18	Gradient Investments LLC	Shares	25.7KSH	$2.1M
19	WASHINGTON UNIVERSITY	Shares	22.8KSH	$1.8M
20	Sivia Capital Partners, LLC	Shares	21.0KSH	$1.7M
21	Diversified Trust Co	Shares	20.4KSH	$1.6M
22	Prospera Financial Services Inc	Shares	18.7KSH	$1.5M
23	Royal Fund Management, LLC	Shares	17.5KSH	$1.4M
24	Wedmont Private Capital	Shares	16.1KSH	$1.4M
25	Waldron Private Wealth LLC	Shares	14.0KSH	$1.1M
26	Mirae Asset Global Investments Co., Ltd.	Shares	13.9KSH	$1.1M
27	J.W. COLE ADVISORS, INC.	Shares	13.0KSH	$1.0M
28	NorthCrest Asset Manangement, LLC	Shares	11.5KSH	$1.0M
29	IFP Advisors, Inc	Shares	12.6KSH	$1.0M
30	Oak Thistle LLC	Shares	12.2KSH	$980.5K
31	WADDELL & ASSOCIATES, LLC	Shares	11.9KSH	$955.7K
32	China Universal Asset Management Co., Ltd.	Shares	9.5KSH	$762.7K
33	Portside Wealth Group, LLC	Shares	9.3KSH	$749.2K
34	Alliance Wealth Advisors, LLC /UT	Shares	9.1KSH	$732.4K
35	Perpetual Ltd	Shares	8.2KSH	$654.3K
36	Register Financial Advisors LLC	Shares	8.0KSH	$642.2K
37	MISSION WEALTH MANAGEMENT, LP	Shares	6.6KSH	$527.0K
38	EverSource Wealth Advisors, LLC	Shares	5.5KSH	$441.4K
39	SBI Securities Co., Ltd.	Shares	5.3KSH	$427.8K
40	DRIVE WEALTH MANAGEMENT, LLC	Shares	4.9KSH	$392.9K
41	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	4.7KSH	$381.0K
42	Apollon Wealth Management, LLC	Shares	4.7KSH	$375.3K
43	Avior Wealth Management, LLC	Shares	4.6KSH	$372.5K
44	SLT Holdings LLC	Shares	4.4KSH	$353.2K
45	Balefire, LLC	Shares	4.3KSH	$344.2K
46	RIVERSEDGE ADVISORS, LLC	Shares	4.2KSH	$333.9K
47	Sequoia Financial Advisors, LLC	Shares	4.0KSH	$317.1K
48	Lodestone Wealth Management LLC	Shares	3.9KSH	$311.7K
49	Financial Perspectives, Inc	Shares	3.8KSH	$301.2K
50	Farther Finance Advisors, LLC	Shares	3.7KSH	$293.3K

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

50 / 120 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO trimmed	Shares	-6.0K	+$16.6M	$43.3M
2	OFI INVEST ASSET MANAGEMENT new	Shares	+152.5K	+$10.7M	$10.7M
3	Assenagon Asset Management S.A. added	Shares	+28.1K	+$10.2M	$22.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+104.8K	+$8.3M	$8.9M
5	Covea Finance new	Shares	+76.6K	+$6.1M	$6.1M
6	Y-Intercept (Hong Kong) Ltd new	Shares	+46.8K	+$3.8M	$3.8M
7	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+18.0K	+$3.3M	$6.1M
8	Merit Financial Group, LLC added	Shares	+31.8K	+$2.7M	$2.9M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+7.9K	+$2.6M	$5.7M
10	Slow Capital, Inc. added	Shares	+4.9K	+$2.3M	$5.2M
11	Mediolanum International Funds Ltd new	Shares	+27.8K	+$2.1M	$2.1M
12	HIGHLAND CAPITAL MANAGEMENT, LLC new	Shares	+26.1K	+$2.1M	$2.1M
13	Altrafin AG added	Shares	+18.8K	+$2.0M	$2.7M
14	WASHINGTON UNIVERSITY new	Shares	+22.8K	+$1.8M	$1.8M
15	Sivia Capital Partners, LLC new	Shares	+21.0K	+$1.7M	$1.7M
16	Robocap Asset Management Ltd trimmed	Shares	-18.7K	+$1.6M	$6.3M
17	Prospera Financial Services Inc new	Shares	+18.7K	+$1.5M	$1.5M
18	Pekao Towarzystwo Funduszy Inwestycyjnych S.A. added	Shares	+9.9K	+$1.4M	$2.4M
19	Gradient Investments LLC added	Shares	+6.6K	+$1.1M	$2.1M
20	Wedmont Private Capital added	Shares	+10.3K	+$1.1M	$1.4M
21	J.W. COLE ADVISORS, INC. new	Shares	+13.0K	+$1.0M	$1.0M
22	NorthCrest Asset Manangement, LLC new	Shares	+11.5K	+$1.0M	$1.0M
23	Diversified Trust Co added	Shares	+7.2K	+$994.5K	$1.6M
24	Oak Thistle LLC new	Shares	+12.2K	+$980.5K	$980.5K
25	ZEVENBERGEN CAPITAL INVESTMENTS LLC added	Shares	+125	+$976.7K	$2.5M
26	WADDELL & ASSOCIATES, LLC new	Shares	+11.9K	+$955.7K	$955.7K
27	Stablepoint Partners, LLC added	Shares	+1.1K	+$895.3K	$2.2M
28	Perpetual Ltd new	Shares	+8.2K	+$654.3K	$654.3K
29	IFP Advisors, Inc added	Shares	+3.0K	+$539.3K	$1.0M
30	MISSION WEALTH MANAGEMENT, LP new	Shares	+6.6K	+$527.0K	$527.0K
31	Royal Fund Management, LLC trimmed	Shares	-600	+$519.0K	$1.4M
32	Mirae Asset Global Investments Co., Ltd. added	Shares	+917	+$481.7K	$1.1M
33	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+4.9K	+$392.9K	$392.9K
34	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+4.7K	+$381.0K	$381.0K
35	Apollon Wealth Management, LLC new	Shares	+4.7K	+$375.3K	$375.3K
36	Avior Wealth Management, LLC new	Shares	+4.6K	+$372.5K	$372.5K
37	EverSource Wealth Advisors, LLC added	Shares	+4.0K	+$369.1K	$441.4K
38	Waldron Private Wealth LLC trimmed	Shares	-1.6K	+$361.6K	$1.1M
39	Portside Wealth Group, LLC added	Shares	+1.4K	+$358.8K	$749.2K
40	SLT Holdings LLC new	Shares	+4.4K	+$353.2K	$353.2K
41	Balefire, LLC new	Shares	+4.3K	+$344.2K	$344.2K
42	RIVERSEDGE ADVISORS, LLC new	Shares	+4.2K	+$333.9K	$333.9K
43	Sequoia Financial Advisors, LLC new	Shares	+4.0K	+$317.1K	$317.1K
44	PFG Investments, LLC new	Shares	+3.5K	+$277.4K	$277.4K
45	Themes Management Co LLC new	Shares	+3.4K	+$276.7K	$276.7K
46	China Universal Asset Management Co., Ltd. trimmed	Shares	-500	+$273.0K	$762.7K
47	Abundance Wealth Counselors new	Shares	+3.3K	+$261.4K	$261.4K
48	Register Financial Advisors LLC unchanged	Shares	0	+$250.5K	$642.2K
49	Corps Capital Advisors, LLC new	Shares	+3.0K	+$240.8K	$240.8K
50	PVG ASSET MANAGEMENT CORP new	Shares	+3.0K	+$240.2K	$240.2K

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