Filing Research | SHOP - SHOPIFY INC Institutional Holdings

Snapshot holdings

50 / 495 loaded

#		Instrument	quantity
1	Barton Investment Management	Shares	1.6MSH	$180.5M
2	Rathbones Group PLC	Shares	1.5MSH	$172.7M
3	Addenda Capital Inc.	Shares	798.7KSH	$129.6M
4	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	834.0KSH	$95.2M
5	CONGRESS ASSET MANAGEMENT CO	Shares	764.6KSH	$87.3M
6	Mirae Asset Global Investments Co., Ltd.	Shares	643.3KSH	$73.4M
7	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	328.2KSH	$37.5M
8	EQUITABLE TRUST CO	Shares	288.8KSH	$33.0M
9	EXCHANGE TRADED CONCEPTS, LLC	Shares	258.4KSH	$29.5M
10	INTACT INVESTMENT MANAGEMENT INC.	Shares	229.6KSH	$26.3M
11	Bellecapital International Ltd.	Shares	213.7KSH	$24.4M
12	Union Bancaire Privee, UBP SA	Shares	209.9KSH	$23.0M
13	PensionDanmark Pensionsforsikringsaktieselskab	Shares	198.3KSH	$22.7M
14	D.A. DAVIDSON & CO.	Shares	178.5KSH	$20.4M
15	Merit Financial Group, LLC	Shares	170.9KSH	$19.5M
16	LOUISBOURG INVESTMENTS INC.	Shares	153.7KSH	$17.5M
17	Apollon Wealth Management, LLC	Shares	153.6KSH	$17.5M
18	MIZUHO MARKETS AMERICAS LLC	Shares	151.7KSH	$17.3M
19	SIERRA SUMMIT ADVISORS LLC	Shares	150.9KSH	$17.2M
20	EXCHANGE TRADED CONCEPTS, LLC	PUT	140.0KSH	$16.0M
21	LBP AM SA	Shares	133.0KSH	$15.2M
22	Mediolanum International Funds Ltd	Shares	116.8KSH	$13.3M
23	Nepsis Inc.	Shares	107.0KSH	$12.2M
24	Capital Investment Services of America, Inc.	Shares	103.3KSH	$11.8M
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	164.4KSH	$11.4M
26	Covenant Asset Management, LLC	Shares	90.7KSH	$10.4M
27	Exane Asset Management	Shares	78.3KSH	$10.2M
28	Henry James International Management Inc.	Shares	84.6KSH	$9.7M
29	Bank Pictet & Cie (Europe) AG	Shares	84.0KSH	$9.6M
30	Louisiana State Employees Retirement System	Shares	78.4KSH	$9.0M
31	NorthCrest Asset Manangement, LLC	Shares	71.2KSH	$8.8M
32	Bogart Wealth, LLC	Shares	65.1KSH	$7.4M
33	JCIC Asset Management Inc.	Shares	59.2KSH	$7.0M
34	BENJAMIN EDWARDS INC	Shares	57.4KSH	$6.6M
35	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	57.1KSH	$6.5M
36	Meadowbrook Wealth Management, LLC	Shares	54.6KSH	$6.2M
37	Farther Finance Advisors, LLC	Shares	53.6KSH	$6.1M
38	Triasima Portfolio Management inc.	Shares	53.0KSH	$6.1M
39	SIGNATUREFD, LLC	Shares	51.3KSH	$5.9M
40	SteelPeak Wealth, LLC	Shares	46.2KSH	$5.3M
41	GATEWAY INVESTMENT ADVISERS LLC	Shares	44.3KSH	$5.1M
42	FLAGSHIP HARBOR ADVISORS, LLC	Shares	44.1KSH	$5.0M
43	AdvisorNet Financial, Inc	Shares	42.6KSH	$4.9M
44	Robeco Institutional Asset Management B.V.	Shares	40.0KSH	$4.6M
45	PKO Investment Management Joint-Stock Co	Shares	40.0KSH	$4.6M
46	China Universal Asset Management Co., Ltd.	Shares	39.7KSH	$4.5M
47	Royal Fund Management, LLC	Shares	38.2KSH	$4.4M
48	Prospera Financial Services Inc	Shares	38.0KSH	$4.3M
49	Assenagon Asset Management S.A.	Shares	37.9KSH	$4.3M
50	J.W. COLE ADVISORS, INC.	Shares	37.7KSH	$4.3M

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

50 / 545 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. added	Shares	+642.3K	+$73.3M	$73.4M
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+173.5K	+$19.4M	$29.5M
3	MIZUHO MARKETS AMERICAS LLC added	Shares	+148.4K	+$16.9M	$17.3M
4	EXCHANGE TRADED CONCEPTS, LLC new	PUT	+140.0K	+$16.0M	$16.0M
5	Merit Financial Group, LLC added	Shares	+131.9K	+$14.9M	$19.5M
6	Bellecapital International Ltd. added	Shares	+132.3K	+$14.7M	$24.4M
7	PEREGRINE CAPITAL MANAGEMENT LLC added	Shares	+121.3K	+$12.9M	$37.5M
8	Addenda Capital Inc. added	Shares	+81.5K	+$11.2M	$129.6M
9	Capital Investment Services of America, Inc. added	Shares	+54.5K	+$6.0M	$11.8M
10	SIERRA SUMMIT ADVISORS LLC added	Shares	+53.8K	+$5.7M	$17.2M
11	ARDSLEY ADVISORY PARTNERS LP new	Shares	+32.5K	+$3.7M	$3.7M
12	Royal Fund Management, LLC added	Shares	+31.9K	+$3.6M	$4.4M
13	LBP AM SA added	Shares	+33.3K	+$3.4M	$15.2M
14	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+25.5K	+$2.9M	$2.9M
15	LOUISBOURG INVESTMENTS INC. added	Shares	+30.1K	+$2.9M	$17.5M
16	Mediolanum International Funds Ltd added	Shares	+20.0K	+$2.5M	$13.3M
17	CAMPBELL CAPITAL MANAGEMENT INC new	Shares	+19.4K	+$2.2M	$2.2M
18	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+15.4K	+$1.7M	$2.2M
19	Kopp Family Office, LLC new	Shares	+11.8K	+$1.3M	$1.3M
20	Cohen Capital Management, Inc. added	Shares	+10.0K	+$1.0M	$3.7M
21	MISSION WEALTH MANAGEMENT, LP added	Shares	+8.7K	+$935.0K	$2.6M
22	BENJAMIN EDWARDS INC added	Shares	+9.7K	+$899.5K	$6.6M
23	Prospera Financial Services Inc added	Shares	+8.8K	+$869.9K	$4.3M
24	Brookwood Investment Group LLC new	Shares	+7.3K	+$832.3K	$832.3K
25	WOLFF WIESE MAGANA LLC added	Shares	+7.4K	+$819.1K	$1.5M
26	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+7.6K	+$812.1K	$1.6M
27	RFG Advisory, LLC added	Shares	+8.0K	+$800.5K	$3.8M
28	Northside Capital Management, LLC new	Shares	+6.8K	+$781.2K	$781.2K
29	ABC ARBITRAGE SA new	Shares	+6.3K	+$722.0K	$722.0K
30	Second Half Financial Partners, LLC new	Shares	+5.8K	+$657.8K	$657.8K
31	Hobart Private Capital, LLC added	Shares	+6.0K	+$656.1K	$1.3M
32	NorthCrest Asset Manangement, LLC added	Shares	+2.6K	+$654.0K	$8.8M
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+4.4K	+$599.2K	$2.8M
34	LANARK FINANCIAL, INC. added	Shares	+5.7K	+$577.8K	$2.5M
35	Seelaus Asset Management LLC new	Shares	+5.0K	+$576.6K	$576.6K
36	Cardinal Point Capital Management ULC new	Shares	+5.0K	+$573.6K	$573.6K
37	BridgePort Financial Solutions, LLC new	Shares	+4.9K	+$562.9K	$562.9K
38	Cooper Financial Group added	Shares	+4.5K	+$488.7K	$1.1M
39	Curated Wealth Partners LLC new	Shares	+28.1K	+$424.6K	$424.6K
40	National Wealth Management Group, LLC added	Shares	+3.6K	+$406.1K	$633.8K
41	Financial Perspectives, Inc added	Shares	+3.8K	+$352.2K	$2.6M
42	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added	Shares	+3.2K	+$346.6K	$844.2K
43	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+3.2K	+$328.8K	$1.3M
44	GK Wealth Management LLC new	Shares	+2.7K	+$307.5K	$307.5K
45	Targeted Financial Services LLC new	Shares	+2.4K	+$279.4K	$279.4K
46	WORLD EQUITY GROUP, INC. added	Shares	+2.6K	+$272.6K	$779.5K
47	Brookstone Capital Management added	Shares	+2.5K	+$266.2K	$860.0K
48	Cordoba Advisory Partners LLC new	Shares	+2.3K	+$263.4K	$263.4K
49	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.5K	+$262.2K	$804.6K
50	Congress Park Capital LLC added	Shares	+2.5K	+$253.0K	$967.7K

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