Filing Research | SLM - SLM Corporation Institutional Holdings

Snapshot holdings

50 / 69 loaded

#		Instrument	quantity
1	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	293.1KSH	$7.6M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	217.1KSH	$5.6M
3	Vest Financial, LLC	Shares	187.4KSH	$4.9M
4	INVESTMENT HOUSE LLC	Shares	124.3KSH	$2.7M
5	Police & Firemen's Retirement System of New Jersey	Shares	87.1KSH	$2.3M
6	Sage Investment Counsel LLC	Shares	67.5KSH	$1.8M
7	QRG CAPITAL MANAGEMENT, INC.	Shares	66.6KSH	$1.7M
8	Y-Intercept (Hong Kong) Ltd	Shares	64.4KSH	$1.7M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	56.6KSH	$1.5M
10	Louisiana State Employees Retirement System	Shares	55.2KSH	$1.4M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	66.7KSH	$1.4M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	45.1KSH	$1.2M
13	Oak Thistle LLC	Shares	44.7KSH	$1.2M
14	Canoe Financial LP	Shares	34.3KSH	$889.0K
15	Crossmark Global Holdings, Inc.	Shares	16.7KSH	$432.3K
16	Merit Financial Group, LLC	Shares	14.8KSH	$384.2K
17	SECURIAN ASSET MANAGEMENT, INC	Shares	13.9KSH	$352.4K
18	GAMMA Investing LLC	Shares	11.6KSH	$300.4K
19	Mraz, Amerine & Associates, Inc.	Shares	10.5KSH	$271.7K
20	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	10.2KSH	$264.3K
21	SAPIENT CAPITAL LLC	Shares	10.0KSH	$259.4K
22	NorthCrest Asset Manangement, LLC	Shares	9.9KSH	$245.9K
23	Fifth Third Wealth Advisors LLC	Shares	8.5KSH	$221.8K
24	Veery Capital, LLC	Shares	8.0KSH	$208.4K
25	Cooper Financial Group	Shares	8.0KSH	$206.8K
26	SIGNATUREFD, LLC	Shares	7.7KSH	$198.9K
27	HM PAYSON & CO	Shares	4.8KSH	$124.8K
28	EverSource Wealth Advisors, LLC	Shares	3.9KSH	$100.1K
29	Farther Finance Advisors, LLC	Shares	3.2KSH	$82.2K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.9KSH	$75.2K
31	Triumph Capital Management	Shares	2.7KSH	$70.0K
32	Versant Capital Management, Inc	Shares	1.4KSH	$35.2K
33	True Wealth Design, LLC	Shares	925SH	$24.0K
34	CITY HOLDING CO	Shares	765SH	$19.8K
35	SJS Investment Consulting Inc.	Shares	739SH	$19.2K
36	Steigerwald, Gordon & Koch Inc.	Shares	450SH	$11.7K
37	Owl Creek Wealth Partners LLC	Shares	439SH	$11.4K
38	Activest Wealth Management	Shares	354SH	$9.2K
39	MassMutual Private Wealth & Trust, FSB	Shares	351SH	$9.1K
40	HIGHLINE WEALTH PARTNERS LLC	Shares	344SH	$8.9K
41	Valued Wealth Advisors LLC	Shares	340SH	$8.8K
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	234.6KSH	$6.1K
43	JFS WEALTH ADVISORS, LLC	Shares	231SH	$6.0K
44	Sachetta, LLC	Shares	222SH	$5.8K
45	Grove Bank & Trust	Shares	215SH	$5.6K
46	FARMERS & MERCHANTS INVESTMENTS INC	Shares	185SH	$4.8K
47	SHIKIAR ASSET MANAGEMENT INC	Shares	135.7KSH	$3.5K
48	IFP Advisors, Inc	Shares	95SH	$2.5K
49	AMALGAMATED BANK	Shares	83.4KSH	$2.2K
50	Blue Trust, Inc.	Shares	62SH	$1.6K

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

50 / 71 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+64.4K	+$1.7M	$1.7M
2	Vest Financial, LLC added	Shares	+37.4K	+$1.7M	$4.9M
3	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI added	Shares	+3.0K	+$1.4M	$7.6M
4	Canoe Financial LP new	Shares	+34.3K	+$889.0K	$889.0K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+31.9K	+$665.9K	$1.4M
6	QRG CAPITAL MANAGEMENT, INC. added	Shares	+16.2K	+$649.4K	$1.7M
7	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-18.9K	+$578.3K	$5.6M
8	Sage Investment Counsel LLC added	Shares	+9.0K	+$497.9K	$1.8M
9	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-439	+$385.1K	$2.3M
10	Merit Financial Group, LLC new	Shares	+14.8K	+$384.2K	$384.2K
11	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+10.2K	+$264.3K	$264.3K
12	NorthCrest Asset Manangement, LLC new	Shares	+9.9K	+$245.9K	$245.9K
13	Fifth Third Wealth Advisors LLC new	Shares	+8.5K	+$221.8K	$221.8K
14	Veery Capital, LLC new	Shares	+8.0K	+$208.4K	$208.4K
15	Cooper Financial Group new	Shares	+8.0K	+$206.8K	$206.8K
16	Louisiana State Employees Retirement System trimmed	Shares	-2.6K	+$194.4K	$1.4M
17	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-6.4K	+$119.5K	$1.5M
18	GAMMA Investing LLC added	Shares	+2.4K	+$104.2K	$300.4K
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-4.8K	+$102.6K	$1.2M
20	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$75.5K	$432.3K
21	Mraz, Amerine & Associates, Inc. unchanged	Shares	0	+$47.5K	$271.7K
22	SAPIENT CAPITAL LLC unchanged	Shares	0	+$45.3K	$259.4K
23	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-775	+$38.1K	$352.4K
24	SIGNATUREFD, LLC unchanged	Shares	0	+$34.7K	$198.9K
25	EverSource Wealth Advisors, LLC added	Shares	+778	+$34.1K	$100.1K
26	Farther Finance Advisors, LLC added	Shares	+946	+$33.9K	$82.2K
27	HM PAYSON & CO unchanged	Shares	0	+$21.8K	$124.8K
28	SJS Investment Consulting Inc. added	Shares	+630	+$16.8K	$19.2K
29	True Wealth Design, LLC added	Shares	+475	+$14.4K	$24.0K
30	Triumph Capital Management unchanged	Shares	0	+$12.2K	$70.0K
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+23	+$12.0K	$75.2K
32	Versant Capital Management, Inc added	Shares	+250	+$11.5K	$35.2K
33	Valued Wealth Advisors LLC added	Shares	+333	+$8.7K	$8.8K
34	HIGHLINE WEALTH PARTNERS LLC added	Shares	+319	+$8.4K	$8.9K
35	Activest Wealth Management added	Shares	+222	+$6.4K	$9.2K
36	CITY HOLDING CO unchanged	Shares	0	+$3.5K	$19.8K
37	MassMutual Private Wealth & Trust, FSB added	Shares	+43	+$2.5K	$9.1K
38	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$2.0K	$11.7K
39	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$2.0K	$11.4K
40	Creative Capital Management Investments LLC new	Shares	+50	+$1.3K	$1.3K
41	Retirement Wealth Solutions LLC added	Shares	+43	+$1.1K	$1.2K
42	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$1.0K	$6.0K
43	Grove Bank & Trust unchanged	Shares	0	+$974	$5.6K
44	Cromwell Holdings LLC added	Shares	+31	+$853	$1.1K
45	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$838	$4.8K
46	Sachetta, LLC trimmed	Shares	-19	+$599	$5.8K
47	Physician Wealth Advisors, Inc. new	Shares	+23	+$597	$597
48	Quaker Wealth Management, LLC new	Shares	+21	+$545	$545
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-26.3K	+$501	$6.1K
50	Handelsbanken Fonder AB added	Shares	+7.8K	+$421	$1.5K

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