Filing Research | SCI - SERVICE CORP INTL Institutional Holdings

Snapshot holdings

50 / 118 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	4.1MSH	$313.5M
2	Boston Trust Walden Corp	Shares	613.5KSH	$46.6M
3	RFG Advisory, LLC	Shares	406.5KSH	$30.9M
4	DUDLEY & SHANLEY, INC.	Shares	367.8KSH	$27.9M
5	COMGEST GLOBAL INVESTORS S.A.S.	Shares	298.6KSH	$22.7M
6	Sequoia Financial Advisors, LLC	Shares	209.9KSH	$15.9M
7	Perpetual Ltd	Shares	192.8KSH	$14.6M
8	Catawba River Capital	Shares	113.0KSH	$8.6M
9	PensionDanmark Pensionsforsikringsaktieselskab	Shares	105.8KSH	$8.0M
10	JGP Wealth Management, LLC	Shares	88.0KSH	$6.7M
11	OLD NATIONAL BANCORP /IN/	Shares	85.2KSH	$6.5M
12	GATEWAY INVESTMENT ADVISERS LLC	Shares	70.5KSH	$5.4M
13	Police & Firemen's Retirement System of New Jersey	Shares	60.8KSH	$4.6M
14	Comprehensive Financial Consultants Institutional, Inc.	Shares	54.4KSH	$4.1M
15	BDF-GESTION	Shares	30.0KSH	$4.0M
16	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	46.1KSH	$3.5M
17	Louisiana State Employees Retirement System	Shares	40.4KSH	$3.1M
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	39.7KSH	$3.0M
19	Consolidated Investment Group LLC	Shares	38.6KSH	$2.9M
20	D.A. DAVIDSON & CO.	Shares	36.9KSH	$2.8M
21	Linden Thomas Advisory Services, LLC	Shares	34.3KSH	$2.6M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	33.0KSH	$2.5M
23	TMB Capital Partners, LLC	Shares	22.5KSH	$1.7M
24	HARRELL INVESTMENT PARTNERS, LLC	Shares	18.3KSH	$1.4M
25	HOWLAND CAPITAL MANAGEMENT LLC	Shares	17.8KSH	$1.4M
26	Quintet Private Bank (Europe) S.A.	Shares	16.8KSH	$1.3M
27	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	15.0KSH	$1.1M
28	IAMS WEALTH MANAGEMENT, LLC	Shares	14.9KSH	$1.1M
29	Lee Financial Co	Shares	14.5KSH	$1.1M
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.4KSH	$1.0M
31	Prospera Financial Services Inc	Shares	13.4KSH	$1.0M
32	Winthrop Partners - WNY, LLC	Shares	13.2KSH	$1.0M
33	Monument Capital Management	Shares	12.5KSH	$946.8K
34	EXCHANGE TRADED CONCEPTS, LLC	Shares	11.7KSH	$891.8K
35	Crossmark Global Holdings, Inc.	Shares	11.6KSH	$877.3K
36	Curated Wealth Partners LLC	Shares	58.6KSH	$864.7K
37	SECURIAN ASSET MANAGEMENT, INC	Shares	10.2KSH	$800.0K
38	Capital Investment Advisory Services, LLC	Shares	9.3KSH	$708.6K
39	Union Bancaire Privee, UBP SA	Shares	9.3KSH	$704.0K
40	Tranquility Partners, LLC	Shares	7.3KSH	$556.2K
41	Farther Finance Advisors, LLC	Shares	7.2KSH	$544.4K
42	Keyes, Stange & Wooten Wealth Management, LLC	Shares	6.6KSH	$501.1K
43	Procyon Advisors, LLC	Shares	6.3KSH	$479.8K
44	WADDELL & ASSOCIATES, LLC	Shares	6.0KSH	$458.6K
45	Patriot Financial Group Insurance Agency, LLC	Shares	6.0KSH	$456.4K
46	Merit Financial Group, LLC	Shares	6.0KSH	$455.8K
47	Aurdan Capital Management, LLC	Shares	5.4KSH	$406.8K
48	Fifth Third Wealth Advisors LLC	Shares	4.9KSH	$371.1K
49	Cadent Capital Advisors, LLC	Shares	4.7KSH	$359.4K
50	Silverleafe Capital Partners, LLC	Shares	3.8KSH	$284.9K

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

50 / 130 loaded

#		Instrument
1	OLD NATIONAL BANCORP /IN/ added	Shares	+62.2K	+$4.6M	$6.5M
2	Comprehensive Financial Consultants Institutional, Inc. new	Shares	+54.4K	+$4.1M	$4.1M
3	CALIBER WEALTH MANAGEMENT, LLC / KS new	Shares	+46.1K	+$3.5M	$3.5M
4	TMB Capital Partners, LLC new	Shares	+22.5K	+$1.7M	$1.7M
5	BDF-GESTION unchanged	Shares	0	+$1.5M	$4.0M
6	HARRELL INVESTMENT PARTNERS, LLC new	Shares	+18.3K	+$1.4M	$1.4M
7	Winthrop Partners - WNY, LLC new	Shares	+13.2K	+$1.0M	$1.0M
8	Curated Wealth Partners LLC new	Shares	+58.6K	+$864.7K	$864.7K
9	Keyes, Stange & Wooten Wealth Management, LLC new	Shares	+6.6K	+$501.1K	$501.1K
10	Patriot Financial Group Insurance Agency, LLC new	Shares	+6.0K	+$456.4K	$456.4K
11	Center for Financial Planning, Inc. added	Shares	+3.1K	+$232.6K	$244.9K
12	Revisor Wealth Management LLC new	Shares	+2.8K	+$215.2K	$215.2K
13	D.A. DAVIDSON & CO. added	Shares	+4.3K	+$115.3K	$2.8M
14	Cape Investment Advisory, Inc. new	Shares	+727	+$55.2K	$55.2K
15	Brookmont Capital Management added	Shares	+587	+$28.1K	$235.1K
16	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+175	+$12.9K	$18.3K
17	Blue Trust, Inc. added	Shares	+189	+$11.7K	$45.1K
18	SBI Securities Co., Ltd. added	Shares	+98	+$5.7K	$27.6K
19	IAMS WEALTH MANAGEMENT, LLC added	Shares	+1.2K	+$4.7K	$1.1M
20	Creative Capital Management Investments LLC new	Shares	+39	+$3.0K	$3.0K
21	Fortitude Family Office, LLC added	Shares	+41	+$2.5K	$10.0K
22	LRI Investments, LLC new	Shares	+9	+$684	$684
23	Cromwell Holdings LLC added	Shares	+10	+$616	$2.4K
24	Activest Wealth Management new	Shares	0	$0	$0
25	Raleigh Capital Management Inc. unchanged	Shares	0	-$1	$13
26	High Note Wealth, LLC unchanged	Shares	0	-$13	$152
27	JFS WEALTH ADVISORS, LLC added	Shares	+6	-$23	$6.0K
28	CX Institutional trimmed	Shares	-105	-$84	$874
29	AdvisorNet Financial, Inc trimmed	Shares	-1	-$89	$76
30	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$105	$1.2K
31	True Wealth Design, LLC unchanged	Shares	0	-$111	$1.3K
32	ATWOOD & PALMER INC unchanged	Shares	0	-$118	$1.4K
33	Crewe Advisors LLC unchanged	Shares	0	-$118	$1.4K
34	Torren Management, LLC unchanged	Shares	0	-$125	$1.4K
35	Valued Wealth Advisors LLC unchanged	Shares	0	-$157	$1.8K
36	CoreCap Advisors, LLC unchanged	Shares	0	-$170	$2.0K
37	Financial Management Professionals, Inc. unchanged	Shares	0	-$170	$2.0K
38	Bogart Wealth, LLC added	Shares	+1	-$188	$2.3K
39	Triumph Capital Management unchanged	Shares	0	-$245	$3.0K
40	DiNuzzo Private Wealth, Inc. trimmed	Shares	-1	-$247	$1.9K
41	Quaker Wealth Management, LLC trimmed	Shares	-3	-$255	$76
42	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$334	$3.9K
43	Hughes Financial Services, LLC added	Shares	+1	-$402	$5.6K
44	1015 Capital Partners, LLC exited	Shares	-5	-$413	$0
45	State of Alaska, Department of Revenue trimmed	Shares	-3.4K	-$533	$2.9K
46	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$557	$6.5K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1	-$566	$7.6K
48	AMALGAMATED BANK trimmed	Shares	-2.0K	-$567	$4.6K
49	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$754	$8.7K
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+563	-$764	$9.4K

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