Filing Research | SHC - SOTERA HEALTH CO Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	988.5KSH	$17.5M
2	O'Keefe Stevens Advisory, Inc.	Shares	800.4KSH	$14.2M
3	Wellspring Financial Advisors, LLC	Shares	2.1MSH	$5.3M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	146.8KSH	$2.3M
5	Police & Firemen's Retirement System of New Jersey	Shares	127.4KSH	$2.3M
6	Capricorn Fund Managers Ltd	Shares	103.8KSH	$1.8M
7	Louisiana State Employees Retirement System	Shares	77.6KSH	$1.4M
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	73.4KSH	$1.3M
9	FIRST CITIZENS BANK & TRUST CO	Shares	66.1KSH	$1.2M
10	Envestnet Portfolio Solutions, Inc.	Shares	64.7KSH	$1.1M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	63.5KSH	$1.1M
12	Balefire, LLC	Shares	44.5KSH	$790.5K
13	Sivia Capital Partners, LLC	Shares	41.0KSH	$727.9K
14	Merit Financial Group, LLC	Shares	38.4KSH	$681.2K
15	NorthCrest Asset Manangement, LLC	Shares	19.5KSH	$359.4K
16	SECURIAN ASSET MANAGEMENT, INC	Shares	19.6KSH	$348.0K
17	WADDELL & ASSOCIATES, LLC	Shares	17.7KSH	$313.6K
18	Y-Intercept (Hong Kong) Ltd	Shares	16.9KSH	$299.4K
19	Farther Finance Advisors, LLC	Shares	14.8KSH	$262.0K
20	Castleview Partners, LLC	Shares	12.1KSH	$214.5K
21	Wedmont Private Capital	Shares	11.6KSH	$214.0K
22	GAMMA Investing LLC	Shares	9.4KSH	$166.2K
23	EverSource Wealth Advisors, LLC	Shares	8.2KSH	$145.9K
24	Fairway Wealth LLC	Shares	3.6KSH	$63.9K
25	IFP Advisors, Inc	Shares	3.5KSH	$62.3K
26	Versant Capital Management, Inc	Shares	2.5KSH	$43.6K
27	True Wealth Design, LLC	Shares	1.9KSH	$33.4K
28	SJS Investment Consulting Inc.	Shares	1.6KSH	$28.8K
29	Blue Trust, Inc.	Shares	1.6KSH	$28.5K
30	SIGNATUREFD, LLC	Shares	925SH	$16.4K
31	Wealth Enhancement Trust Services, Inc.	Shares	759SH	$13.5K
32	MassMutual Private Wealth & Trust, FSB	Shares	431SH	$7.7K
33	Sachetta, LLC	Shares	140SH	$2.5K
34	FARMERS & MERCHANTS INVESTMENTS INC	Shares	132SH	$2.3K
35	AMALGAMATED BANK	Shares	118.0KSH	$2.1K
36	Mirae Asset Global Investments Co., Ltd.	Shares	111SH	$2.0K
37	JFS WEALTH ADVISORS, LLC	Shares	110SH	$2.0K
38	Fortitude Family Office, LLC	Shares	104SH	$1.8K
39	Handelsbanken Fonder AB	Shares	90.3KSH	$1.6K
40	Cromwell Holdings LLC	Shares	69SH	$1.2K
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	61.9KSH	$1.1K
42	Creative Capital Management Investments LLC	Shares	57SH	$1.0K
43	ELEVATION WEALTH PARTNERS, LLC	Shares	49SH	$870
44	State of Alaska, Department of Revenue	Shares	41.6KSH	$738
45	Ares Financial Consulting, LLC	Shares	37SH	$657
46	DiNuzzo Private Wealth, Inc.	Shares	25SH	$444
47	SBI Securities Co., Ltd.	Shares	23SH	$408
48	LRI Investments, LLC	Shares	11SH	$195
49	MARYLAND CAPITAL ADVISORS INC.	Shares	2SH	$36
50	Activest Wealth Management	Shares	0SH	$0

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

50 / 51 loaded

#		Instrument
1	O'Keefe Stevens Advisory, Inc. new	Shares	+800.4K	+$14.2M	$14.2M
2	EXCHANGE TRADED CONCEPTS, LLC unchanged	Shares	0	+$3.4M	$17.5M
3	Wellspring Financial Advisors, LLC added	Shares	+130.2K	+$2.5M	$5.3M
4	Capricorn Fund Managers Ltd new	Shares	+103.8K	+$1.8M	$1.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+60.9K	+$1.2M	$2.3M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+17.9K	+$690.8K	$2.3M
7	Louisiana State Employees Retirement System added	Shares	+10.1K	+$409.4K	$1.4M
8	Sivia Capital Partners, LLC added	Shares	+14.7K	+$350.9K	$727.9K
9	Merit Financial Group, LLC added	Shares	+13.8K	+$329.4K	$681.2K
10	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+3.0K	+$293.1K	$1.3M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+5.1K	+$290.0K	$1.1M
12	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-437	+$219.0K	$1.2M
13	Castleview Partners, LLC new	Shares	+12.1K	+$214.5K	$214.5K
14	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-437	+$214.3K	$1.1M
15	NorthCrest Asset Manangement, LLC added	Shares	+9.3K	+$205.9K	$359.4K
16	Y-Intercept (Hong Kong) Ltd added	Shares	+4.5K	+$121.6K	$299.4K
17	SECURIAN ASSET MANAGEMENT, INC added	Shares	+2.4K	+$101.8K	$348.0K
18	WADDELL & ASSOCIATES, LLC added	Shares	+2.7K	+$98.5K	$313.6K
19	GAMMA Investing LLC added	Shares	+3.5K	+$81.7K	$166.2K
20	Wedmont Private Capital added	Shares	+473	+$44.1K	$214.0K
21	IFP Advisors, Inc added	Shares	+2.1K	+$42.2K	$62.3K
22	Farther Finance Advisors, LLC trimmed	Shares	-882	+$29.3K	$262.0K
23	True Wealth Design, LLC added	Shares	+747	+$17.1K	$33.4K
24	SJS Investment Consulting Inc. added	Shares	+629	+$14.6K	$28.8K
25	Wealth Enhancement Trust Services, Inc. added	Shares	+747	+$13.3K	$13.5K
26	Fairway Wealth LLC unchanged	Shares	0	+$12.3K	$63.9K
27	Blue Trust, Inc. unchanged	Shares	0	+$5.5K	$28.5K
28	Versant Capital Management, Inc trimmed	Shares	-215	+$5.3K	$43.6K
29	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.5K	$7.7K
30	Fortitude Family Office, LLC added	Shares	+51	+$1.1K	$1.8K
31	Sachetta, LLC added	Shares	+42	+$1.1K	$2.5K
32	Creative Capital Management Investments LLC new	Shares	+57	+$1.0K	$1.0K
33	Cromwell Holdings LLC added	Shares	+51	+$967	$1.2K
34	Ares Financial Consulting, LLC new	Shares	+37	+$657	$657
35	Handelsbanken Fonder AB added	Shares	+19.1K	+$582	$1.6K
36	AMALGAMATED BANK added	Shares	+10.7K	+$556	$2.1K
37	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$450	$2.3K
38	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$378	$2.0K
39	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$375	$2.0K
40	LRI Investments, LLC new	Shares	+11	+$195	$195
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-1.2K	+$194	$1.1K
42	State of Alaska, Department of Revenue added	Shares	+2.5K	+$178	$738
43	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$167	$870
44	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$85	$444
45	SBI Securities Co., Ltd. trimmed	Shares	-1	+$64	$408
46	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
47	Vermillion Wealth Management, Inc. exited	Shares	-21	-$301	$0
48	SIGNATUREFD, LLC trimmed	Shares	-411	-$2.7K	$16.4K
49	Activest Wealth Management trimmed	Shares	-302	-$4.3K	$0
50	EverSource Wealth Advisors, LLC trimmed	Shares	-3.3K	-$19.3K	$145.9K

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