Filing Research | SIRI - SIRIUSXM HOLDINGS INC Institutional Holdings

Snapshot holdings

50 / 136 loaded

#		Instrument	quantity
1	Hi-Line Capital Management, LLC	Shares	677.7KSH	$20.0M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	264.2KSH	$7.8M
3	IFP Advisors, Inc	Shares	127.3KSH	$3.8M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	121.6KSH	$3.4M
5	D.A. DAVIDSON & CO.	Shares	91.3KSH	$2.7M
6	Police & Firemen's Retirement System of New Jersey	Shares	79.0KSH	$2.3M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	66.5KSH	$2.0M
8	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	60.4KSH	$1.8M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	57.6KSH	$1.7M
10	Robeco Institutional Asset Management B.V.	Shares	56.2KSH	$1.7M
11	Louisiana State Employees Retirement System	Shares	55.2KSH	$1.6M
12	Camelot Portfolios, LLC	Shares	47.1KSH	$1.4M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	45.1KSH	$1.3M
14	R.H. Dinel Investment Counsel, Inc.	Shares	44.6KSH	$1.3M
15	Guardian Wealth Management, Inc.	Shares	38.4KSH	$1.1M
16	Balefire, LLC	Shares	36.3KSH	$1.1M
17	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	35.6KSH	$1.1M
18	Sprinkle Financial Consultants LLC	Shares	32.5KSH	$960.8K
19	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	30.1KSH	$889.9K
20	Merit Financial Group, LLC	Shares	23.9KSH	$704.7K
21	Sequoia Financial Advisors, LLC	Shares	23.7KSH	$701.2K
22	Composition Wealth, LLC	Shares	20.3KSH	$599.2K
23	Waldron Private Wealth LLC	Shares	20.0KSH	$592.0K
24	Trust Investment Advisors	Shares	15.0KSH	$443.1K
25	GATEWAY INVESTMENT ADVISERS LLC	Shares	15.0KSH	$442.8K
26	SECURIAN ASSET MANAGEMENT, INC	Shares	13.9KSH	$426.6K
27	Gilman Hill Asset Management, LLC	Shares	14.0KSH	$412.9K
28	SBI Securities Co., Ltd.	Shares	13.3KSH	$394.2K
29	Triad Investment Management	Shares	12.6KSH	$372.2K
30	Columbia Asset Management	Shares	11.5KSH	$339.6K
31	ALBERT D MASON INC	Shares	11.5KSH	$339.2K
32	Bellecapital International Ltd.	Shares	11.4KSH	$338.0K
33	Valeo Financial Advisors, LLC	Shares	10.9KSH	$322.5K
34	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	9.9KSH	$291.3K
35	BFSG, LLC	Shares	9.4KSH	$278.3K
36	Apollon Wealth Management, LLC	Shares	9.2KSH	$270.8K
37	PFG Investments, LLC	Shares	9.0KSH	$266.3K
38	NorthCrest Asset Manangement, LLC	Shares	8.4KSH	$259.2K
39	Fort Henry Capital, LLC	Shares	8.7KSH	$256.2K
40	J.W. COLE ADVISORS, INC.	Shares	8.6KSH	$253.9K
41	Farther Finance Advisors, LLC	Shares	8.0KSH	$236.6K
42	Holistic Financial Partners	Shares	7.9KSH	$234.6K
43	CHICAGO TRUST Co NA	Shares	7.8KSH	$231.2K
44	MISSION WEALTH MANAGEMENT, LP	Shares	7.8KSH	$230.2K
45	QRG CAPITAL MANAGEMENT, INC.	Shares	7.6KSH	$223.5K
46	Sage Investment Counsel LLC	Shares	7.3KSH	$217.0K
47	SIGNATUREFD, LLC	Shares	7.2KSH	$213.1K
48	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	7.0KSH	$206.8K
49	Mirae Asset Global Investments Co., Ltd.	Shares	4.1KSH	$121.4K
50	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	3.8KSH	$112.3K

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

50 / 148 loaded

#		Instrument
1	PEREGRINE CAPITAL MANAGEMENT LLC new	Shares	+264.2K	+$7.8M	$7.8M
2	Hi-Line Capital Management, LLC added	Shares	+10.0K	+$4.6M	$20.0M
3	D.A. DAVIDSON & CO. new	Shares	+91.3K	+$2.7M	$2.7M
4	IFP Advisors, Inc added	Shares	+41.8K	+$1.8M	$3.8M
5	Louisiana State Employees Retirement System new	Shares	+55.2K	+$1.6M	$1.6M
6	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+48.8K	+$1.5M	$1.7M
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+45.1K	+$1.3M	$1.3M
8	Sprinkle Financial Consultants LLC new	Shares	+32.5K	+$960.8K	$960.8K
9	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+19.6K	+$882.2K	$2.0M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.1K	+$667.7K	$3.4M
11	Composition Wealth, LLC new	Shares	+20.3K	+$599.2K	$599.2K
12	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+15.0K	+$442.8K	$442.8K
13	SECURIAN ASSET MANAGEMENT, INC new	Shares	+13.9K	+$426.6K	$426.6K
14	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-4.3K	+$410.3K	$2.3M
15	CREDIT INDUSTRIEL ET COMMERCIAL unchanged	Shares	0	+$390.1K	$1.8M
16	Robeco Institutional Asset Management B.V. unchanged	Shares	0	+$363.0K	$1.7M
17	ALBERT D MASON INC new	Shares	+11.5K	+$339.2K	$339.2K
18	Bellecapital International Ltd. new	Shares	+11.4K	+$338.0K	$338.0K
19	Guardian Wealth Management, Inc. added	Shares	+1.7K	+$288.2K	$1.1M
20	R.H. Dinel Investment Counsel, Inc. unchanged	Shares	0	+$288.1K	$1.3M
21	Apollon Wealth Management, LLC new	Shares	+9.2K	+$270.8K	$270.8K
22	NorthCrest Asset Manangement, LLC new	Shares	+8.4K	+$259.2K	$259.2K
23	Sequoia Financial Advisors, LLC added	Shares	+4.5K	+$257.7K	$701.2K
24	J.W. COLE ADVISORS, INC. new	Shares	+8.6K	+$253.9K	$253.9K
25	Holistic Financial Partners new	Shares	+7.9K	+$234.6K	$234.6K
26	CHICAGO TRUST Co NA new	Shares	+7.8K	+$231.2K	$231.2K
27	MISSION WEALTH MANAGEMENT, LP new	Shares	+7.8K	+$230.2K	$230.2K
28	QRG CAPITAL MANAGEMENT, INC. new	Shares	+7.6K	+$223.5K	$223.5K
29	Sage Investment Counsel LLC new	Shares	+7.3K	+$217.0K	$217.0K
30	Merit Financial Group, LLC added	Shares	+1.8K	+$196.2K	$704.7K
31	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-304	+$187.6K	$889.9K
32	Balefire, LLC trimmed	Shares	-2.6K	+$174.7K	$1.1M
33	Waldron Private Wealth LLC unchanged	Shares	0	+$129.5K	$592.0K
34	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$98.6K	$1.1M
35	Trust Investment Advisors unchanged	Shares	0	+$96.9K	$443.1K
36	Gilman Hill Asset Management, LLC unchanged	Shares	0	+$90.3K	$412.9K
37	CoreCap Advisors, LLC added	Shares	+2.5K	+$78.6K	$92.5K
38	Valeo Financial Advisors, LLC added	Shares	+340	+$78.4K	$322.5K
39	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+509	+$75.5K	$291.3K
40	Columbia Asset Management unchanged	Shares	0	+$74.3K	$339.6K
41	Triad Investment Management trimmed	Shares	-502	+$69.8K	$372.2K
42	SIGNATUREFD, LLC added	Shares	+988	+$69.4K	$213.1K
43	SBI Securities Co., Ltd. trimmed	Shares	-1.1K	+$60.9K	$394.2K
44	Fort Henry Capital, LLC unchanged	Shares	0	+$56.0K	$256.2K
45	PFG Investments, LLC trimmed	Shares	-583	+$44.8K	$266.3K
46	BFSG, LLC trimmed	Shares	-750	+$43.5K	$278.3K
47	GAMMA Investing LLC added	Shares	+864	+$38.2K	$83.4K
48	Versant Capital Management, Inc added	Shares	+560	+$29.5K	$75.7K
49	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. unchanged	Shares	0	+$24.5K	$112.3K
50	Legacies Wealth LLC unchanged	Shares	0	+$23.9K	$109.1K

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