Filing Research | SHEN - Shenandoah Telecommunications Company Institutional Holdings

Snapshot holdings

26 / 26 loaded

#		Instrument	quantity
1	COOPER INVESTORS PTY LTD	Shares	930.1KSH	$14.0M
2	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	41.7KSH	$628.6K
3	Graves Light Lenhart Wealth, Inc.	Shares	24.1KSH	$364.0K
4	Capital Investment Advisory Services, LLC	Shares	23.5KSH	$354.4K
5	Louisiana State Employees Retirement System	Shares	20.1KSH	$303.1K
6	Police & Firemen's Retirement System of New Jersey	Shares	14.0KSH	$211.8K
7	Wealthcare Advisory Partners LLC	Shares	13.3KSH	$200.6K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.3KSH	$185.2K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	10.9KSH	$164.2K
10	GAMMA Investing LLC	Shares	9.0KSH	$135.6K
11	Versant Capital Management, Inc	Shares	2.1KSH	$32.3K
12	Farther Finance Advisors, LLC	Shares	1.3KSH	$19.2K
13	SJS Investment Consulting Inc.	Shares	286SH	$4.3K
14	Hughes Financial Services, LLC	Shares	180SH	$2.7K
15	EverSource Wealth Advisors, LLC	Shares	125SH	$1.9K
16	SIGNATUREFD, LLC	Shares	72SH	$1.1K
17	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	65.9KSH	$994
18	True Wealth Design, LLC	Shares	28SH	$423
19	State of Alaska, Department of Revenue	Shares	16.8KSH	$253
20	AMALGAMATED BANK	Shares	12.5KSH	$188
21	IFP Advisors, Inc	Shares	10SH	$151
22	JFS WEALTH ADVISORS, LLC	Shares	8SH	$121
23	Fortitude Family Office, LLC	Shares	7SH	$106
24	GILPIN WEALTH MANAGEMENT, LLC	Shares	7SH	$106
25	MJT & Associates Financial Advisory Group, Inc.	Shares	5SH	$76
26	Davis Capital Management	Shares	2SH	$30

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

28 / 28 loaded

#		Instrument
1	Wealthcare Advisory Partners LLC new	Shares	+13.3K	+$200.6K	$200.6K
2	Graves Light Lenhart Wealth, Inc. added	Shares	+2.5K	+$30.0K	$364.0K
3	Farther Finance Advisors, LLC added	Shares	+1.1K	+$16.6K	$19.2K
4	SJS Investment Consulting Inc. new	Shares	+286	+$4.3K	$4.3K
5	True Wealth Design, LLC new	Shares	+28	+$423	$423
6	IFP Advisors, Inc added	Shares	+9	+$136	$151
7	JFS WEALTH ADVISORS, LLC new	Shares	+8	+$121	$121
8	Fortitude Family Office, LLC new	Shares	+7	+$106	$106
9	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+4	+$59	$106
10	Davis Capital Management new	Shares	+2	+$30	$30
11	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	-$2	$76
12	AMALGAMATED BANK trimmed	Shares	-826	-$17	$188
13	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+24	-$22	$994
14	SIGNATUREFD, LLC unchanged	Shares	0	-$24	$1.1K
15	Hughes Financial Services, LLC unchanged	Shares	0	-$62	$2.7K
16	Rachor Investment Advisory Services, LLC exited	Shares	-5	-$78	$0
17	State of Alaska, Department of Revenue trimmed	Shares	-7.7K	-$123	$253
18	EverSource Wealth Advisors, LLC trimmed	Shares	-28	-$475	$1.9K
19	Versant Capital Management, Inc trimmed	Shares	-166	-$3.3K	$32.3K
20	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-32	-$4.7K	$185.2K
21	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$4.8K	$211.8K
22	GAMMA Investing LLC trimmed	Shares	-166	-$5.6K	$135.6K
23	Louisiana State Employees Retirement System trimmed	Shares	-100	-$8.4K	$303.1K
24	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-379	-$9.5K	$164.2K
25	ACORN FINANCIAL ADVISORY SERVICES INC /ADV unchanged	Shares	0	-$14.2K	$628.6K
26	Capital Investment Advisory Services, LLC trimmed	Shares	-8.5K	-$139.1K	$354.4K
27	Salvus Wealth Management, LLC exited	Shares	-18.7K	-$288.5K	$0
28	COOPER INVESTORS PTY LTD trimmed	Shares	-7.2K	-$427.1K	$14.0M