Filing Research | RH - RH Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	Xcel Wealth Management, LLC	Shares	157.7KSH	$26.0M
2	GREATMARK INVESTMENT PARTNERS, INC.	Shares	124.3KSH	$20.5M
3	UDINE WEALTH MANAGEMENT, INC.	Shares	18.0KSH	$3.0M
4	Integrated Financial Solutions, Inc.	Shares	17.6KSH	$2.9M
5	Sequoia Financial Advisors, LLC	Shares	14.8KSH	$2.4M
6	Covenant Asset Management, LLC	Shares	12.8KSH	$2.1M
7	Oak Thistle LLC	Shares	12.3KSH	$2.0M
8	Prospera Financial Services Inc	Shares	10.2KSH	$1.7M
9	Y-Intercept (Hong Kong) Ltd	Shares	4.8KSH	$792.7K
10	Police & Firemen's Retirement System of New Jersey	Shares	4.6KSH	$764.5K
11	Louisiana State Employees Retirement System	Shares	4.5KSH	$741.3K
12	SIGNATUREFD, LLC	Shares	4.5KSH	$733.5K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	4.2KSH	$699.1K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	3.7KSH	$611.1K
15	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.2KSH	$526.8K
16	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	2.7KSH	$444.8K
17	FULTON BANK, N.A.	Shares	2.7KSH	$438.3K
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.4KSH	$398.0K
19	TOMPKINS FINANCIAL CORP	Shares	2.0KSH	$329.5K
20	Salvus Wealth Management, LLC	Shares	1.8KSH	$296.7K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.8KSH	$296.6K
22	180 WEALTH ADVISORS, LLC	Shares	1.7KSH	$272.6K
23	Valeo Financial Advisors, LLC	Shares	1.5KSH	$253.2K
24	SECURIAN ASSET MANAGEMENT, INC	Shares	1.1KSH	$208.4K
25	AdvisorNet Financial, Inc	Shares	1.1KSH	$181.2K
26	VISION FINANCIAL MARKETS LLC	Shares	900SH	$148.1K
27	PKO Investment Management Joint-Stock Co	Shares	824SH	$135.7K
28	Farther Finance Advisors, LLC	Shares	727SH	$119.8K
29	LANARK FINANCIAL, INC.	Shares	500SH	$82.4K
30	IFP Advisors, Inc	Shares	392SH	$64.6K
31	GAMMA Investing LLC	Shares	362SH	$59.6K
32	SBI Securities Co., Ltd.	Shares	304SH	$50.1K
33	Oakworth Capital, Inc.	Shares	210SH	$34.6K
34	Golden State Wealth Management, LLC	Shares	176SH	$29.0K
35	Atlatl Advisers LLC	Shares	100SH	$16.5K
36	Allied Private Wealth LLC	Shares	100SH	$16.3K
37	Owl Creek Wealth Partners LLC	Shares	55SH	$9.1K
38	Kozak & Associates, Inc.	Shares	35SH	$5.7K
39	EverSource Wealth Advisors, LLC	Shares	33SH	$5.4K
40	MassMutual Private Wealth & Trust, FSB	Shares	32SH	$5.3K
41	Versant Capital Management, Inc	Shares	31SH	$5.1K
42	Hughes Financial Services, LLC	Shares	19SH	$3.1K
43	Activest Wealth Management	Shares	13SH	$2.1K
44	FARMERS & MERCHANTS INVESTMENTS INC	Shares	13SH	$2.1K
45	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	12.2KSH	$2.0K
46	Hartford Financial Management Inc.	Shares	12SH	$2.0K
47	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	10SH	$1.6K
48	AMALGAMATED BANK	Shares	6.6KSH	$1.1K
49	Handelsbanken Fonder AB	Shares	5.9KSH	$971
50	Bogart Wealth, LLC	Shares	5SH	$824

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

50 / 71 loaded

#		Instrument
1	Xcel Wealth Management, LLC added	Shares	+22.0K	+$7.0M	$26.0M
2	GREATMARK INVESTMENT PARTNERS, INC. added	Shares	+18.1K	+$5.6M	$20.5M
3	Oak Thistle LLC new	Shares	+12.3K	+$2.0M	$2.0M
4	UDINE WEALTH MANAGEMENT, INC. added	Shares	+3.7K	+$961.4K	$3.0M
5	Integrated Financial Solutions, Inc. added	Shares	+1.2K	+$605.4K	$2.9M
6	Y-Intercept (Hong Kong) Ltd added	Shares	+3.3K	+$575.4K	$792.7K
7	Sequoia Financial Advisors, LLC added	Shares	+967	+$503.9K	$2.4M
8	TOMPKINS FINANCIAL CORP new	Shares	+2.0K	+$329.5K	$329.5K
9	Prospera Financial Services Inc added	Shares	+535	+$328.1K	$1.7M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+1.8K	+$296.6K	$296.6K
11	180 WEALTH ADVISORS, LLC new	Shares	+1.7K	+$272.6K	$272.6K
12	Covenant Asset Management, LLC trimmed	Shares	-911	+$191.9K	$2.1M
13	SIGNATUREFD, LLC added	Shares	+110	+$126.3K	$733.5K
14	Louisiana State Employees Retirement System unchanged	Shares	0	+$112.1K	$741.3K
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-393	+$79.9K	$398.0K
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-148	+$71.7K	$611.1K
17	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-251	+$70.6K	$699.1K
18	NATIONS FINANCIAL GROUP INC, /IA/ /ADV unchanged	Shares	0	+$67.3K	$444.8K
19	FULTON BANK, N.A. trimmed	Shares	-3	+$65.9K	$438.3K
20	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$53.3K	$208.4K
21	Valeo Financial Advisors, LLC added	Shares	+12	+$40.0K	$253.2K
22	Farther Finance Advisors, LLC added	Shares	+1	+$37.9K	$119.8K
23	AdvisorNet Financial, Inc added	Shares	+4	+$28.0K	$181.2K
24	Salvus Wealth Management, LLC trimmed	Shares	-159	+$22.6K	$296.7K
25	PKO Investment Management Joint-Stock Co unchanged	Shares	0	+$20.5K	$135.7K
26	Atlatl Advisers LLC new	Shares	+100	+$16.5K	$16.5K
27	Oakworth Capital, Inc. unchanged	Shares	0	+$5.2K	$34.6K
28	Hughes Financial Services, LLC added	Shares	+18	+$3.0K	$3.1K
29	EverSource Wealth Advisors, LLC added	Shares	+15	+$2.9K	$5.4K
30	VISION FINANCIAL MARKETS LLC trimmed	Shares	-140	+$2.7K	$148.1K
31	MassMutual Private Wealth & Trust, FSB added	Shares	+12	+$2.5K	$5.3K
32	Activest Wealth Management new	Shares	+13	+$2.1K	$2.1K
33	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$1.4K	$9.1K
34	Kozak & Associates, Inc. unchanged	Shares	0	+$1.3K	$5.7K
35	Marquette Asset Management, LLC new	Shares	+4	+$659	$659
36	FINANCIAL CONSULATE, INC added	Shares	+3	+$519	$659
37	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$423	$1.6K
38	Bogart Wealth, LLC added	Shares	+2	+$405	$824
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+498	+$374	$2.0K
40	GAMMA Investing LLC trimmed	Shares	-62	+$348	$59.6K
41	Golden State Wealth Management, LLC trimmed	Shares	-29	+$329	$29.0K
42	Handelsbanken Fonder AB added	Shares	+1.3K	+$328	$971
43	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$323	$2.1K
44	Creative Capital Management Investments LLC new	Shares	+1	+$165	$165
45	LRI Investments, LLC new	Shares	+1	+$165	$165
46	AMALGAMATED BANK trimmed	Shares	-409	+$107	$1.1K
47	TFC Financial Management, Inc. unchanged	Shares	0	+$99	$659
48	CoreCap Advisors, LLC unchanged	Shares	0	+$75	$494
49	Versant Capital Management, Inc trimmed	Shares	-5	+$73	$5.1K
50	State of Alaska, Department of Revenue trimmed	Shares	-9	+$63	$418

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