Filing Research | SNDR - SCHNEIDER NATIONAL INC Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	QRG CAPITAL MANAGEMENT, INC.	Shares	85.2KSH	$3.1M
2	Y-Intercept (Hong Kong) Ltd	Shares	51.1KSH	$1.9M
3	Unison Advisors LLC	Shares	28.3KSH	$1.0M
4	Aaron Wealth Advisors LLC	Shares	28.1KSH	$1.0M
5	GUIDANCE CAPITAL, INC	Shares	22.6KSH	$871.3K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.7KSH	$864.1K
7	Police & Firemen's Retirement System of New Jersey	Shares	23.0KSH	$839.9K
8	Louisiana State Employees Retirement System	Shares	21.8KSH	$796.4K
9	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	19.5KSH	$712.4K
10	Sequoia Financial Advisors, LLC	Shares	17.5KSH	$637.8K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.4KSH	$491.2K
12	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	13.3KSH	$486.4K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	11.8KSH	$430.8K
14	Symmetry Partners, LLC	Shares	10.3KSH	$375.8K
15	Yorktown Management & Research Co Inc	Shares	9.8KSH	$358.0K
16	Diversified Trust Co	Shares	9.6KSH	$352.2K
17	Envestnet Portfolio Solutions, Inc.	Shares	9.0KSH	$330.1K
18	Park Capital Management, LLC / WI	Shares	8.4KSH	$306.0K
19	SIGNATUREFD, LLC	Shares	8.3KSH	$301.9K
20	Baron Wealth Management LLC	Shares	7.8KSH	$286.4K
21	Interchange Capital Partners, LLC	Shares	7.7KSH	$279.5K
22	Merit Financial Group, LLC	Shares	6.3KSH	$229.8K
23	Optas, LLC	Shares	6.1KSH	$222.0K
24	Platform Technology Partners	Shares	5.9KSH	$217.2K
25	FARMERS & MERCHANTS INVESTMENTS INC	Shares	4.8KSH	$176.6K
26	Hilltop National Bank	Shares	3.7KSH	$134.5K
27	Versant Capital Management, Inc	Shares	3.2KSH	$117.4K
28	GAMMA Investing LLC	Shares	2.6KSH	$96.1K
29	Farther Finance Advisors, LLC	Shares	2.5KSH	$91.5K
30	SJS Investment Consulting Inc.	Shares	2.1KSH	$77.6K
31	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$48.7K
32	True Wealth Design, LLC	Shares	695SH	$25.4K
33	MassMutual Private Wealth & Trust, FSB	Shares	663SH	$24.2K
34	ELEVATION WEALTH PARTNERS, LLC	Shares	281SH	$10.3K
35	HIGHLINE WEALTH PARTNERS LLC	Shares	278SH	$10.2K
36	City State Bank	Shares	180SH	$6.6K
37	IFP Advisors, Inc	Shares	124SH	$4.5K
38	Torren Management, LLC	Shares	124SH	$4.5K
39	Physician Wealth Advisors, Inc.	Shares	116SH	$4.2K
40	JFS WEALTH ADVISORS, LLC	Shares	99SH	$3.6K
41	Fortitude Family Office, LLC	Shares	81SH	$3.0K
42	Sachetta, LLC	Shares	73SH	$2.7K
43	Valued Wealth Advisors LLC	Shares	68SH	$2.5K
44	SBI Securities Co., Ltd.	Shares	56SH	$2.0K
45	Creative Capital Management Investments LLC	Shares	35SH	$1.3K
46	Blue Trust, Inc.	Shares	34SH	$1.2K
47	Wealth Enhancement Trust Services, Inc.	Shares	30SH	$1.1K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	29SH	$1.1K
49	DiNuzzo Private Wealth, Inc.	Shares	19SH	$695
50	PARK AVENUE SECURITIES LLC	Shares	18.4KSH	$671

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

50 / 64 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+51.1K	+$1.9M	$1.9M
2	QRG CAPITAL MANAGEMENT, INC. added	Shares	+10.5K	+$1.1M	$3.1M
3	Symmetry Partners, LLC new	Shares	+10.3K	+$375.8K	$375.8K
4	Yorktown Management & Research Co Inc new	Shares	+9.8K	+$358.0K	$358.0K
5	Diversified Trust Co new	Shares	+9.6K	+$352.2K	$352.2K
6	Aaron Wealth Advisors LLC added	Shares	+2.2K	+$343.6K	$1.0M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+3.6K	+$328.3K	$839.9K
8	Park Capital Management, LLC / WI new	Shares	+8.4K	+$306.0K	$306.0K
9	Unison Advisors LLC added	Shares	+86	+$289.8K	$1.0M
10	Baron Wealth Management LLC new	Shares	+7.8K	+$286.4K	$286.4K
11	Interchange Capital Partners, LLC new	Shares	+7.7K	+$279.5K	$279.5K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.9K	+$273.6K	$864.1K
13	Merit Financial Group, LLC new	Shares	+6.3K	+$229.8K	$229.8K
14	Optas, LLC new	Shares	+6.1K	+$222.0K	$222.0K
15	Sequoia Financial Advisors, LLC added	Shares	+1.6K	+$221.1K	$637.8K
16	Platform Technology Partners new	Shares	+5.9K	+$217.2K	$217.2K
17	Louisiana State Employees Retirement System trimmed	Shares	-300	+$213.8K	$796.4K
18	GUIDANCE CAPITAL, INC added	Shares	+190	+$197.2K	$871.3K
19	HIGHLAND CAPITAL MANAGEMENT, LLC trimmed	Shares	-269	+$191.2K	$712.4K
20	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+162	+$141.0K	$491.2K
21	Envestnet Portfolio Solutions, Inc. added	Shares	+1.2K	+$122.5K	$330.1K
22	SIGNATUREFD, LLC added	Shares	+1.3K	+$118.3K	$301.9K
23	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-529	+$106.0K	$430.8K
24	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-1.4K	+$98.0K	$486.4K
25	Farther Finance Advisors, LLC added	Shares	+848	+$47.7K	$91.5K
26	GAMMA Investing LLC added	Shares	+734	+$46.1K	$96.1K
27	Hilltop National Bank unchanged	Shares	0	+$37.4K	$134.5K
28	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-510	+$35.7K	$176.6K
29	Versant Capital Management, Inc added	Shares	+6	+$32.8K	$117.4K
30	SJS Investment Consulting Inc. added	Shares	+66	+$23.4K	$77.6K
31	EverSource Wealth Advisors, LLC trimmed	Shares	-184	+$8.7K	$48.7K
32	True Wealth Design, LLC trimmed	Shares	-6	+$6.9K	$25.4K
33	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-86	+$4.5K	$24.2K
34	HIGHLINE WEALTH PARTNERS LLC added	Shares	+35	+$3.8K	$10.2K
35	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$2.9K	$10.3K
36	Valued Wealth Advisors LLC new	Shares	+68	+$2.5K	$2.5K
37	Physician Wealth Advisors, Inc. added	Shares	+31	+$2.0K	$4.2K
38	City State Bank unchanged	Shares	0	+$1.8K	$6.6K
39	JFS WEALTH ADVISORS, LLC added	Shares	+18	+$1.5K	$3.6K
40	Creative Capital Management Investments LLC new	Shares	+35	+$1.3K	$1.3K
41	Torren Management, LLC unchanged	Shares	0	+$1.3K	$4.5K
42	Fortitude Family Office, LLC added	Shares	+14	+$1.2K	$3.0K
43	IFP Advisors, Inc trimmed	Shares	-12	+$945	$4.5K
44	Sachetta, LLC added	Shares	+2	+$802	$2.7K
45	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+19	+$791	$1.1K
46	SBI Securities Co., Ltd. added	Shares	+1	+$596	$2.0K
47	Blue Trust, Inc. unchanged	Shares	0	+$346	$1.2K
48	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	+$305	$1.1K
49	LRI Investments, LLC new	Shares	+7	+$256	$256
50	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$194	$695

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