Filing Research | SAIA - SAIA INC Institutional Holdings

Snapshot holdings

50 / 102 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	342.8KSH	$144.4M
2	ZWJ INVESTMENT COUNSEL INC	Shares	103.4KSH	$43.5M
3	Assenagon Asset Management S.A.	Shares	40.1KSH	$16.9M
4	Pembroke Management, LTD	Shares	39.6KSH	$16.7M
5	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	28.8KSH	$12.1M
6	JACOBSON & SCHMITT ADVISORS, LLC	Shares	18.2KSH	$7.7M
7	Swedbank AB	Shares	13.5KSH	$5.7M
8	Police & Firemen's Retirement System of New Jersey	Shares	12.0KSH	$5.0M
9	Y-Intercept (Hong Kong) Ltd	Shares	9.3KSH	$3.9M
10	LINCOLN CAPITAL CORP	Shares	8.6KSH	$3.6M
11	GHP Investment Advisors, Inc.	Shares	8.0KSH	$3.4M
12	Louisiana State Employees Retirement System	Shares	7.8KSH	$3.3M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.5KSH	$3.2M
14	PensionDanmark Pensionsforsikringsaktieselskab	Shares	7.0KSH	$2.9M
15	OAK RIDGE INVESTMENTS LLC	Shares	6.7KSH	$2.8M
16	Oak Thistle LLC	Shares	6.6KSH	$2.8M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.4KSH	$2.7M
18	Gradient Investments LLC	Shares	4.6KSH	$1.9M
19	Curated Wealth Partners LLC	Shares	54.1KSH	$1.7M
20	NorthCrest Asset Manangement, LLC	Shares	4.0KSH	$1.7M
21	TECTONIC ADVISORS LLC	Shares	3.3KSH	$1.4M
22	SHEETS SMITH WEALTH MANAGEMENT	Shares	2.7KSH	$1.1M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.7KSH	$1.1M
24	Narwhal Capital Management	Shares	2.4KSH	$996.5K
25	SECURIAN ASSET MANAGEMENT, INC	Shares	2.0KSH	$859.3K
26	Ballentine Partners, LLC	Shares	1.9KSH	$791.4K
27	Yorktown Management & Research Co Inc	Shares	1.8KSH	$774.9K
28	DAVENPORT & Co LLC	Shares	1.6KSH	$655.3K
29	KMG FIDUCIARY PARTNERS, LLC	Shares	1.5KSH	$646.1K
30	Sequoia Financial Advisors, LLC	Shares	1.5KSH	$645.6K
31	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.4KSH	$589.2K
32	ATWOOD & PALMER INC	Shares	1.2KSH	$515.9K
33	Revolve Wealth Partners, LLC	Shares	1.2KSH	$484.8K
34	FULTON BANK, N.A.	Shares	1.1KSH	$463.7K
35	Crossmark Global Holdings, Inc.	Shares	1.1KSH	$449.8K
36	LVW Advisors, LLC	Shares	1.0KSH	$441.8K
37	Envestnet Portfolio Solutions, Inc.	Shares	1.0KSH	$439.3K
38	RiverPark Advisors, LLC	Shares	1.0KSH	$431.3K
39	Fifth Third Wealth Advisors LLC	Shares	955SH	$402.2K
40	Diversified Trust Co	Shares	951SH	$400.5K
41	Baron Wealth Management LLC	Shares	944SH	$397.6K
42	Ipswich Investment Management Co., Inc.	Shares	820SH	$345.4K
43	Thrive Wealth Management, LLC	Shares	759SH	$319.7K
44	GAMMA Investing LLC	Shares	747SH	$314.6K
45	GREENLEAF TRUST	Shares	697SH	$293.5K
46	Impact Capital Partners LLC	Shares	654SH	$275.4K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	645SH	$269.7K
48	Merit Financial Group, LLC	Shares	633SH	$266.8K
49	GATEWAY INVESTMENT ADVISERS LLC	Shares	608SH	$256.1K
50	Wellspring Financial Advisors, LLC	Shares	579SH	$243.9K

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

50 / 106 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+40.1K	+$16.9M	$16.9M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new	Shares	+28.8K	+$12.1M	$12.1M
3	JACOBSON & SCHMITT ADVISORS, LLC new	Shares	+18.2K	+$7.7M	$7.7M
4	Pembroke Management, LTD added	Shares	+13.6K	+$7.5M	$16.7M
5	ZWJ INVESTMENT COUNSEL INC trimmed	Shares	-1.2K	+$6.8M	$43.5M
6	Swedbank AB added	Shares	+5.7K	+$3.0M	$5.7M
7	Oak Thistle LLC new	Shares	+6.6K	+$2.8M	$2.8M
8	Curated Wealth Partners LLC added	Shares	+53.4K	+$1.5M	$1.7M
9	TECTONIC ADVISORS LLC new	Shares	+3.3K	+$1.4M	$1.4M
10	Narwhal Capital Management new	Shares	+2.4K	+$996.5K	$996.5K
11	Police & Firemen's Retirement System of New Jersey added	Shares	+410	+$979.6K	$5.0M
12	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+1.3K	+$952.9K	$2.9M
13	Y-Intercept (Hong Kong) Ltd added	Shares	+498	+$827.0K	$3.9M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.0K	+$801.6K	$1.1M
15	LINCOLN CAPITAL CORP added	Shares	+4	+$598.9K	$3.6M
16	Louisiana State Employees Retirement System added	Shares	+100	+$580.2K	$3.3M
17	GHP Investment Advisors, Inc. trimmed	Shares	-4	+$558.1K	$3.4M
18	OAK RIDGE INVESTMENTS LLC added	Shares	+133	+$514.5K	$2.8M
19	Revolve Wealth Partners, LLC new	Shares	+1.2K	+$484.8K	$484.8K
20	Diversified Trust Co new	Shares	+951	+$400.5K	$400.5K
21	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-465	+$360.1K	$3.2M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-291	+$344.0K	$2.7M
23	NorthCrest Asset Manangement, LLC added	Shares	+207	+$340.8K	$1.7M
24	Merit Financial Group, LLC new	Shares	+633	+$266.8K	$266.8K
25	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+608	+$256.1K	$256.1K
26	RiverPark Advisors, LLC added	Shares	+513	+$251.8K	$431.3K
27	Wellspring Financial Advisors, LLC new	Shares	+579	+$243.9K	$243.9K
28	GENESIS PRIVATE WEALTH, LLC new	Shares	+563	+$237.1K	$237.1K
29	Cadent Capital Advisors, LLC new	Shares	+507	+$213.5K	$213.5K
30	Gradient Investments LLC trimmed	Shares	-311	+$209.8K	$1.9M
31	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+52	+$206.0K	$1.1M
32	Sequoia Financial Advisors, LLC added	Shares	+175	+$168.6K	$645.6K
33	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$168.3K	$859.3K
34	Ballentine Partners, LLC added	Shares	+90	+$162.9K	$791.4K
35	Yorktown Management & Research Co Inc unchanged	Shares	0	+$128.6K	$774.9K
36	FULTON BANK, N.A. added	Shares	+136	+$124.7K	$463.7K
37	DAVENPORT & Co LLC added	Shares	+10	+$112.2K	$655.3K
38	KMG FIDUCIARY PARTNERS, LLC unchanged	Shares	0	+$107.2K	$646.1K
39	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+23	+$105.8K	$589.2K
40	GAMMA Investing LLC added	Shares	+116	+$92.9K	$314.6K
41	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+207	+$87.2K	$87.2K
42	Baron Wealth Management LLC added	Shares	+17	+$71.9K	$397.6K
43	Ipswich Investment Management Co., Inc. unchanged	Shares	0	+$57.3K	$345.4K
44	Thrive Wealth Management, LLC added	Shares	+10	+$56.6K	$319.7K
45	GREENLEAF TRUST added	Shares	+21	+$56.1K	$293.5K
46	ATWOOD & PALMER INC trimmed	Shares	-100	+$50.5K	$515.9K
47	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-65	+$50.1K	$439.3K
48	Fifth Third Wealth Advisors LLC trimmed	Shares	-55	+$47.4K	$402.2K
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-23	+$32.6K	$269.7K
50	Versant Capital Management, Inc added	Shares	+61	+$32.2K	$64.9K

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