Filing Research | SSD - SIMPSON MFG INC Institutional Holdings

Snapshot holdings

50 / 93 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	377.3KSH	$79.0M
2	RIVERBRIDGE PARTNERS LLC	Shares	124.4KSH	$26.0M
3	River Road Asset Management, LLC	Shares	67.4KSH	$14.1M
4	Vest Financial, LLC	Shares	39.3KSH	$8.2M
5	Berkeley, Inc	Shares	37.7KSH	$7.9M
6	Police & Firemen's Retirement System of New Jersey	Shares	18.3KSH	$3.8M
7	Louisiana State Employees Retirement System	Shares	12.0KSH	$2.5M
8	SeaBridge Investment Advisors LLC	Shares	11.7KSH	$2.4M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.5KSH	$2.4M
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	9.8KSH	$2.1M
11	Mirador Capital Partners LP	Shares	7.4KSH	$1.5M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.0KSH	$1.5M
13	Crossmark Global Holdings, Inc.	Shares	7.2KSH	$1.5M
14	Diversified Trust Co	Shares	6.5KSH	$1.4M
15	Impact Capital Partners LLC	Shares	6.4KSH	$1.3M
16	Ipswich Investment Management Co., Inc.	Shares	4.9KSH	$1.0M
17	QRG CAPITAL MANAGEMENT, INC.	Shares	4.8KSH	$1.0M
18	D.A. DAVIDSON & CO.	Shares	4.7KSH	$991.5K
19	Curated Wealth Partners LLC	Shares	50.3KSH	$726.8K
20	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.0KSH	$632.9K
21	Sierra Legacy Group	Shares	3.0KSH	$630.1K
22	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.8KSH	$581.6K
23	SECURIAN ASSET MANAGEMENT, INC	Shares	3.1KSH	$579.3K
24	Fifth Third Wealth Advisors LLC	Shares	2.7KSH	$571.1K
25	Apollon Wealth Management, LLC	Shares	2.6KSH	$550.0K
26	PFW Advisors LLC	Shares	2.4KSH	$499.5K
27	PineStone Asset Management Inc.	Shares	2.0KSH	$420.8K
28	Envestnet Portfolio Solutions, Inc.	Shares	1.9KSH	$406.8K
29	Y-Intercept (Hong Kong) Ltd	Shares	1.9KSH	$404.7K
30	Trust Point Inc.	Shares	1.8KSH	$383.9K
31	Linden Thomas Advisory Services, LLC	Shares	1.5KSH	$314.9K
32	Morningstar Investment Management LLC	Shares	1.7KSH	$299.6K
33	GAMMA Investing LLC	Shares	1.4KSH	$296.2K
34	Merit Financial Group, LLC	Shares	1.4KSH	$287.9K
35	Sequoia Financial Advisors, LLC	Shares	1.3KSH	$276.1K
36	DIVERSIFIED MANAGEMENT INC	Shares	1.3KSH	$266.1K
37	MOODY NATIONAL BANK TRUST DIVISION	Shares	1.3KSH	$262.9K
38	Abel Hall, LLC	Shares	1.2KSH	$242.9K
39	GENESIS PRIVATE WEALTH, LLC	Shares	1.1KSH	$238.4K
40	BENJAMIN EDWARDS INC	Shares	1.1KSH	$237.2K
41	OLD NATIONAL BANCORP /IN/	Shares	1.1KSH	$220.0K
42	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	1.0KSH	$212.5K
43	Planned Solutions, Inc.	Shares	990SH	$207.3K
44	HM PAYSON & CO	Shares	935SH	$195.7K
45	IFP Advisors, Inc	Shares	829SH	$173.6K
46	Rachor Investment Advisory Services, LLC	Shares	825SH	$172.6K
47	Hilltop National Bank	Shares	761SH	$159.3K
48	SIGNATUREFD, LLC	Shares	616SH	$129.0K
49	Farther Finance Advisors, LLC	Shares	512SH	$107.1K
50	Versant Capital Management, Inc	Shares	387SH	$81.0K

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

50 / 99 loaded

#		Instrument
1	Vest Financial, LLC added	Shares	+139	+$1.5M	$8.2M
2	Berkeley, Inc trimmed	Shares	-68	+$1.4M	$7.9M
3	Crossmark Global Holdings, Inc. added	Shares	+4.7K	+$1.1M	$1.5M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+231	+$731.0K	$3.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.9K	+$663.0K	$1.5M
6	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.1K	+$463.3K	$581.6K
7	Louisiana State Employees Retirement System unchanged	Shares	0	+$452.8K	$2.5M
8	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.3K	+$329.8K	$632.9K
9	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-777	+$300.7K	$2.4M
10	Mirador Capital Partners LP added	Shares	+9	+$280.8K	$1.5M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-539	+$279.1K	$2.1M
12	SeaBridge Investment Advisors LLC trimmed	Shares	-944	+$279.0K	$2.4M
13	Fifth Third Wealth Advisors LLC added	Shares	+823	+$244.2K	$571.1K
14	Abel Hall, LLC new	Shares	+1.2K	+$242.9K	$242.9K
15	Impact Capital Partners LLC trimmed	Shares	-4	+$241.6K	$1.3M
16	QRG CAPITAL MANAGEMENT, INC. added	Shares	+301	+$232.8K	$1.0M
17	OLD NATIONAL BANCORP /IN/ new	Shares	+1.1K	+$220.0K	$220.0K
18	Planned Solutions, Inc. new	Shares	+990	+$207.3K	$207.3K
19	D.A. DAVIDSON & CO. added	Shares	+32	+$184.2K	$991.5K
20	Ipswich Investment Management Co., Inc. trimmed	Shares	-65	+$173.8K	$1.0M
21	Diversified Trust Co trimmed	Shares	-435	+$171.0K	$1.4M
22	GAMMA Investing LLC added	Shares	+354	+$114.1K	$296.2K
23	Sierra Legacy Group unchanged	Shares	0	+$113.6K	$630.1K
24	Y-Intercept (Hong Kong) Ltd added	Shares	+98	+$89.8K	$404.7K
25	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-2	+$73.0K	$406.8K
26	Sequoia Financial Advisors, LLC added	Shares	+127	+$71.6K	$276.1K
27	Merit Financial Group, LLC added	Shares	+95	+$68.2K	$287.9K
28	Linden Thomas Advisory Services, LLC added	Shares	+21	+$60.4K	$314.9K
29	PFW Advisors LLC trimmed	Shares	-194	+$56.7K	$499.5K
30	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$53.8K	$579.3K
31	MOODY NATIONAL BANK TRUST DIVISION unchanged	Shares	0	+$47.4K	$262.9K
32	SIGNATUREFD, LLC added	Shares	+83	+$37.5K	$129.0K
33	HM PAYSON & CO unchanged	Shares	0	+$35.3K	$195.7K
34	Versant Capital Management, Inc added	Shares	+114	+$34.2K	$81.0K
35	Rachor Investment Advisory Services, LLC added	Shares	+2	+$31.3K	$172.6K
36	Farther Finance Advisors, LLC added	Shares	+63	+$30.4K	$107.1K
37	IFP Advisors, Inc trimmed	Shares	-9	+$29.7K	$173.6K
38	AdvisorNet Financial, Inc unchanged	Shares	0	+$13.1K	$72.9K
39	SJS Investment Consulting Inc. added	Shares	+43	+$11.6K	$23.2K
40	HIGHLINE WEALTH PARTNERS LLC added	Shares	+40	+$8.9K	$11.1K
41	Byrne Asset Management LLC unchanged	Shares	0	+$7.9K	$44.0K
42	LRI Investments, LLC added	Shares	+20	+$7.4K	$21.8K
43	Spire Wealth Management unchanged	Shares	0	+$4.4K	$24.3K
44	Tower View Wealth Management LLC unchanged	Shares	0	+$3.9K	$21.6K
45	Sachetta, LLC added	Shares	+18	+$3.9K	$4.6K
46	MassMutual Private Wealth & Trust, FSB added	Shares	+1	+$3.8K	$20.1K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+7	+$3.0K	$11.2K
48	Creative Capital Management Investments LLC new	Shares	+11	+$2.3K	$2.3K
49	Physician Wealth Advisors, Inc. added	Shares	+10	+$2.2K	$2.9K
50	JFS WEALTH ADVISORS, LLC added	Shares	+2	+$2.0K	$9.4K

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