Filing Research | SITE - SITEONE LANDSCAPE SUPPLY INC Institutional Holdings

Snapshot holdings

50 / 66 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	1.3MSH	$145.3M
2	Conestoga Capital Advisors, LLC	Shares	960.3KSH	$109.9M
3	FENIMORE ASSET MANAGEMENT INC	Shares	150.7KSH	$17.2M
4	Pembroke Management, LTD	Shares	136.0KSH	$15.6M
5	Crown Oak Advisors, LLC	Shares	51.4KSH	$5.9M
6	McCollum Christoferson Group LLC	Shares	76.3KSH	$5.1M
7	Empire Life Investments Inc.	Shares	39.1KSH	$4.5M
8	Oak Thistle LLC	Shares	27.2KSH	$3.1M
9	Police & Firemen's Retirement System of New Jersey	Shares	20.0KSH	$2.3M
10	Apollon Wealth Management, LLC	Shares	17.6KSH	$2.0M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.4KSH	$1.9M
12	DAVENPORT & Co LLC	Shares	10.8KSH	$1.2M
13	Birch Hill Investment Advisors LLC	Shares	10.1KSH	$1.2M
14	Curated Wealth Partners LLC	Shares	38.0KSH	$954.6K
15	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	6.7KSH	$764.7K
16	Sivia Capital Partners, LLC	Shares	5.4KSH	$614.3K
17	Merit Financial Group, LLC	Shares	4.9KSH	$565.3K
18	INDEPENDENT FINANCIAL GROUP, LLC	Shares	3.4KSH	$391.6K
19	SUMMITRY LLC	Shares	3.1KSH	$356.8K
20	Malaga Cove Capital, LLC	Shares	2.6KSH	$295.3K
21	Baker Ellis Asset Management LLC	Shares	2.2KSH	$251.7K
22	GAMMA Investing LLC	Shares	2.2KSH	$251.4K
23	Sequoia Financial Advisors, LLC	Shares	2.1KSH	$244.5K
24	WADDELL & ASSOCIATES, LLC	Shares	1.9KSH	$222.2K
25	Prospera Financial Services Inc	Shares	1.8KSH	$200.4K
26	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$146.2K
27	Hilltop National Bank	Shares	1.2KSH	$134.3K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.2KSH	$128.4K
29	IFP Advisors, Inc	Shares	451SH	$51.6K
30	HM PAYSON & CO	Shares	398SH	$45.5K
31	True Wealth Design, LLC	Shares	395SH	$45.2K
32	Farther Finance Advisors, LLC	Shares	362SH	$41.4K
33	Handelsbanken Fonder AB	Shares	206.7KSH	$23.7K
34	Versant Capital Management, Inc	Shares	196SH	$22.4K
35	CrossGen Wealth, LLC	Shares	150SH	$17.2K
36	SJS Investment Consulting Inc.	Shares	150SH	$17.2K
37	SIGNATUREFD, LLC	Shares	145SH	$16.6K
38	ENTRUST FINANCIAL LLC	Shares	114SH	$13.0K
39	Premier Fund Managers Ltd	Shares	106.4KSH	$12.2K
40	Oakworth Capital, Inc.	Shares	107SH	$12.1K
41	Blue Trust, Inc.	Shares	105SH	$12.0K
42	Physician Wealth Advisors, Inc.	Shares	83SH	$9.5K
43	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	80SH	$9.2K
44	Owl Creek Wealth Partners LLC	Shares	75SH	$8.6K
45	CoreCap Advisors, LLC	Shares	71SH	$8.1K
46	Golden State Wealth Management, LLC	Shares	41SH	$4.7K
47	SBI Securities Co., Ltd.	Shares	31SH	$3.5K
48	WOLFF WIESE MAGANA LLC	Shares	22SH	$2.5K
49	AdvisorNet Financial, Inc	Shares	22SH	$2.5K
50	Ares Financial Consulting, LLC	Shares	21SH	$2.4K

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

50 / 85 loaded

#		Instrument
1	Oak Thistle LLC new	Shares	+27.2K	+$3.1M	$3.1M
2	Apollon Wealth Management, LLC new	Shares	+17.6K	+$2.0M	$2.0M
3	Curated Wealth Partners LLC added	Shares	+35.8K	+$666.3K	$954.6K
4	Prospera Financial Services Inc new	Shares	+1.8K	+$200.4K	$200.4K
5	Birch Hill Investment Advisors LLC added	Shares	+2.6K	+$151.6K	$1.2M
6	Versant Capital Management, Inc added	Shares	+182	+$20.6K	$22.4K
7	SIGNATUREFD, LLC added	Shares	+105	+$11.3K	$16.6K
8	Blue Trust, Inc. added	Shares	+99	+$11.2K	$12.0K
9	GAMMA Investing LLC added	Shares	+352	+$5.8K	$251.4K
10	Creative Capital Management Investments LLC new	Shares	+12	+$1.4K	$1.4K
11	Wealth Enhancement Trust Services, Inc. new	Shares	+9	+$1.0K	$1.0K
12	Cromwell Holdings LLC added	Shares	+6	+$574	$1.4K
13	Hughes Financial Services, LLC added	Shares	+3	+$325	$458
14	Bogart Wealth, LLC added	Shares	+4	+$252	$1.7K
15	LRI Investments, LLC new	Shares	+2	+$229	$229
16	Quaker Wealth Management, LLC new	Shares	+1	+$115	$115
17	CX Institutional unchanged	Shares	0	$0	$1
18	State of Alaska, Department of Revenue unchanged	Shares	0	-$53	$322
19	PARK AVENUE SECURITIES LLC trimmed	Shares	-478	-$103	$240
20	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$112	$687
21	AMALGAMATED BANK trimmed	Shares	-566	-$115	$245
22	Ares Financial Consulting, LLC unchanged	Shares	0	-$294	$2.4K
23	Vermillion Wealth Management, Inc. exited	Shares	-3	-$399	$0
24	AdvisorNet Financial, Inc unchanged	Shares	0	-$411	$2.5K
25	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$411	$2.5K
26	SBI Securities Co., Ltd. unchanged	Shares	0	-$579	$3.5K
27	ELEVATION WEALTH PARTNERS, LLC exited	Shares	-6	-$799	$0
28	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$881	$9.2K
29	CoreCap Advisors, LLC added	Shares	+3	-$928	$8.1K
30	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-9	-$1.2K	$229
31	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$1.4K	$8.6K
32	JFS WEALTH ADVISORS, LLC trimmed	Shares	-9	-$1.6K	$2.2K
33	Fortitude Family Office, LLC trimmed	Shares	-10	-$1.6K	$1.6K
34	Golden State Wealth Management, LLC trimmed	Shares	-10	-$2.1K	$4.7K
35	ENTRUST FINANCIAL LLC unchanged	Shares	0	-$2.1K	$13.0K
36	Oakworth Capital, Inc. unchanged	Shares	0	-$2.2K	$12.1K
37	Sound Income Strategies, LLC exited	Shares	-17	-$2.2K	$0
38	Richardson Capital Management LLC exited	Shares	-17	-$2.3K	$0
39	CrossGen Wealth, LLC unchanged	Shares	0	-$2.8K	$17.2K
40	Rachor Investment Advisory Services, LLC exited	Shares	-22	-$2.9K	$0
41	Bank of New Hampshire exited	Shares	-36	-$4.8K	$0
42	Physician Wealth Advisors, Inc. trimmed	Shares	-29	-$5.4K	$9.5K
43	JNBA Financial Advisors exited	Shares	-43	-$5.7K	$0
44	SJS Investment Consulting Inc. trimmed	Shares	-27	-$6.4K	$17.2K
45	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-53	-$7.1K	$0
46	HM PAYSON & CO unchanged	Shares	0	-$7.4K	$45.5K
47	Handelsbanken Fonder AB trimmed	Shares	-45.8K	-$10.0K	$23.7K
48	IFP Advisors, Inc trimmed	Shares	-32	-$12.7K	$51.6K
49	Premier Fund Managers Ltd trimmed	Shares	-99.0K	-$14.5K	$12.2K
50	Activest Wealth Management trimmed	Shares	-116	-$15.4K	$0

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