Filing Research | SF - STIFEL FINL CORP Institutional Holdings

Snapshot holdings

50 / 123 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	490.8KSH	$34.2M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	202.9KSH	$14.2M
3	AEGON ASSET MANAGEMENT UK PLC	Shares	146.8KSH	$10.2M
4	BENJAMIN EDWARDS INC	Shares	124.3KSH	$8.7M
5	Y-Intercept (Hong Kong) Ltd	Shares	84.4KSH	$5.9M
6	Police & Firemen's Retirement System of New Jersey	Shares	67.6KSH	$4.7M
7	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	66.0KSH	$4.6M
8	DAVENPORT & Co LLC	Shares	45.0KSH	$3.1M
9	Louisiana State Employees Retirement System	Shares	44.9KSH	$3.1M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	43.2KSH	$3.0M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	43.4KSH	$3.0M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	36.7KSH	$2.6M
13	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	35.9KSH	$2.5M
14	Vest Financial, LLC	Shares	26.8KSH	$1.9M
15	Gradient Investments LLC	Shares	26.3KSH	$1.8M
16	QRG CAPITAL MANAGEMENT, INC.	Shares	26.1KSH	$1.8M
17	GATEWAY INVESTMENT ADVISERS LLC	Shares	22.9KSH	$1.6M
18	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	20.1KSH	$1.4M
19	Tributary Capital Management, LLC	Shares	17.9KSH	$1.2M
20	Sequoia Financial Advisors, LLC	Shares	15.4KSH	$1.1M
21	Bank of New Hampshire	Shares	15.2KSH	$1.1M
22	Plancorp, LLC	Shares	13.7KSH	$1.0M
23	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	14.1KSH	$986.5K
24	Sivia Capital Partners, LLC	Shares	13.8KSH	$959.5K
25	SECURIAN ASSET MANAGEMENT, INC	Shares	11.3KSH	$875.8K
26	Crossmark Global Holdings, Inc.	Shares	11.4KSH	$795.5K
27	Morningstar Investment Management LLC	Shares	10.4KSH	$766.4K
28	TT International Asset Management LTD	Shares	10.6KSH	$764.3K
29	GAMMA Investing LLC	Shares	10.5KSH	$732.0K
30	B. Riley Wealth Advisors, Inc.	Shares	8.9KSH	$602.6K
31	First National Advisers, LLC	Shares	8.6KSH	$599.9K
32	Diversified Trust Co	Shares	8.4KSH	$585.0K
33	Merit Financial Group, LLC	Shares	8.3KSH	$581.1K
34	Yorktown Management & Research Co Inc	Shares	7.3KSH	$512.8K
35	Whitener Capital Management, Inc.	Shares	6.4KSH	$448.4K
36	Fifth Third Wealth Advisors LLC	Shares	6.4KSH	$446.4K
37	IFP Advisors, Inc	Shares	6.0KSH	$419.9K
38	Venturi Wealth Management, LLC	Shares	5.7KSH	$394.3K
39	Prospera Financial Services Inc	Shares	5.2KSH	$362.3K
40	Radnor Capital Management, LLC	Shares	5.1KSH	$356.5K
41	Sowell Financial Services LLC	Shares	4.9KSH	$343.8K
42	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	4.9KSH	$339.8K
43	FULTON BANK, N.A.	Shares	4.6KSH	$321.8K
44	HCR Wealth Advisors	Shares	4.6KSH	$317.7K
45	Blue Trust, Inc.	Shares	4.5KSH	$310.9K
46	Impact Capital Partners LLC	Shares	4.4KSH	$309.8K
47	Formidable Asset Management, LLC	Shares	4.0KSH	$299.4K
48	OLD NATIONAL BANCORP /IN/	Shares	3.9KSH	$270.6K
49	GREENLEAF TRUST	Shares	3.8KSH	$266.9K
50	Envestnet Portfolio Solutions, Inc.	Shares	3.8KSH	$266.2K

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

50 / 129 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+364.0K	+$24.9M	$34.2M
2	BENJAMIN EDWARDS INC new	Shares	+124.3K	+$8.7M	$8.7M
3	Vest Financial, LLC new	Shares	+26.8K	+$1.9M	$1.9M
4	AEGON ASSET MANAGEMENT UK PLC added	Shares	+30.0K	+$1.6M	$10.2M
5	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+14.8K	+$996.1K	$1.6M
6	Diversified Trust Co new	Shares	+8.4K	+$585.0K	$585.0K
7	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+8.1K	+$541.6K	$986.5K
8	Prospera Financial Services Inc new	Shares	+5.2K	+$362.3K	$362.3K
9	Y-Intercept (Hong Kong) Ltd added	Shares	+8.7K	+$296.0K	$5.9M
10	EAGLE ROCK INVESTMENT COMPANY, LLC added	Shares	+5.0K	+$286.1K	$1.4M
11	QRG CAPITAL MANAGEMENT, INC. added	Shares	+5.0K	+$264.3K	$1.8M
12	Gradient Investments LLC added	Shares	+4.0K	+$189.5K	$1.8M
13	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+4.3K	+$169.9K	$2.5M
14	Tributary Capital Management, LLC added	Shares	+2.2K	+$87.2K	$1.2M
15	Sequoia Financial Advisors, LLC added	Shares	+1.8K	+$71.4K	$1.1M
16	IFP Advisors, Inc added	Shares	+1.1K	+$55.7K	$419.9K
17	SECURIAN ASSET MANAGEMENT, INC added	Shares	+110	+$44.9K	$875.8K
18	Ballentine Partners, LLC added	Shares	+684	+$34.8K	$264.4K
19	HM PAYSON & CO added	Shares	+496	+$32.6K	$68.9K
20	Spire Wealth Management new	Shares	+403	+$28.1K	$28.1K
21	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+570	+$26.9K	$255.8K
22	Cedar Mountain Advisors, LLC new	Shares	+337	+$23.5K	$23.5K
23	ELEVATION WEALTH PARTNERS, LLC added	Shares	+215	+$14.9K	$16.5K
24	LANARK FINANCIAL, INC. added	Shares	+183	+$11.1K	$40.3K
25	Global X Japan Co., Ltd. added	Shares	+156	+$10.3K	$20.1K
26	Fifth Third Wealth Advisors LLC added	Shares	+496	+$10.1K	$446.4K
27	Wealth Enhancement Trust Services, Inc. added	Shares	+130	+$9.0K	$9.7K
28	Fortitude Family Office, LLC added	Shares	+142	+$8.8K	$28.3K
29	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+370	+$7.1K	$339.8K
30	FIRST HORIZON CORP new	Shares	+82	+$5.7K	$5.7K
31	Cape Investment Advisory, Inc. new	Shares	+71	+$5.0K	$5.0K
32	Creative Capital Management Investments LLC new	Shares	+59	+$4.1K	$4.1K
33	Cromwell Holdings LLC added	Shares	+16	+$1.1K	$2.1K
34	LRI Investments, LLC new	Shares	+11	+$767	$767
35	WEBSTER BANK, N. A. added	Shares	+13	+$646	$5.3K
36	Bogart Wealth, LLC new	Shares	+8	+$558	$558
37	Owl Creek Wealth Partners LLC added	Shares	+15	+$490	$10.4K
38	AdvisorNet Financial, Inc added	Shares	+5	+$308	$1.0K
39	Police & Firemen's Retirement System of New Jersey added	Shares	+3.8K	+$165	$4.7M
40	CX Institutional unchanged	Shares	0	$0	$1
41	Morningstar Investment Management LLC unchanged	Shares	0	$0	$766.4K
42	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$1	$3
43	SBI Securities Co., Ltd. unchanged	Shares	0	-$4	$70
44	TFC Financial Management, Inc. unchanged	Shares	0	-$4	$70
45	Valued Wealth Advisors LLC unchanged	Shares	0	-$12	$215
46	Trust Co unchanged	Shares	0	-$25	$419
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$26	$862
48	Financial Management Professionals, Inc. unchanged	Shares	0	-$41	$698
49	GHP Investment Advisors, Inc. unchanged	Shares	0	-$42	$698
50	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$112	$1.9K

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