Filing Research | SSNC - SS&C TECH HLDGS Institutional Holdings

Snapshot holdings

50 / 137 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	4.9MSH	$301.7M
2	Robeco Institutional Asset Management B.V.	Shares	2.0MSH	$125.4M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	1.3MSH	$77.6M
4	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	503.6KSH	$31.2M
5	ZWJ INVESTMENT COUNSEL INC	Shares	464.2KSH	$28.8M
6	Capital Investment Services of America, Inc.	Shares	267.9KSH	$16.6M
7	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	212.7KSH	$13.2M
8	Foster Victor Wealth Advisors, LLC	Shares	181.2KSH	$12.1M
9	KIRR MARBACH & CO LLC /IN/	Shares	187.4KSH	$11.6M
10	NORRIS PERNE & FRENCH LLP/MI	Shares	171.4KSH	$10.6M
11	Skylands Capital, LLC	Shares	165.3KSH	$10.3M
12	River Road Asset Management, LLC	Shares	152.7KSH	$9.5M
13	GHP Investment Advisors, Inc.	Shares	144.3KSH	$9.0M
14	QRG CAPITAL MANAGEMENT, INC.	Shares	141.9KSH	$8.8M
15	Assenagon Asset Management S.A.	Shares	122.2KSH	$7.6M
16	BURNEY CO/	Shares	110.3KSH	$6.8M
17	TECTONIC ADVISORS LLC	Shares	108.6KSH	$6.7M
18	REINHART PARTNERS, LLC.	Shares	84.3KSH	$5.2M
19	Guardian Wealth Management, Inc.	Shares	78.9KSH	$4.9M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	84.0KSH	$4.9M
21	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	65.1KSH	$4.0M
22	Mirae Asset Global Investments Co., Ltd.	Shares	60.7KSH	$3.8M
23	PensionDanmark Pensionsforsikringsaktieselskab	Shares	51.7KSH	$3.2M
24	IFM Investors Pty Ltd	Shares	50.2KSH	$3.1M
25	EverSource Wealth Advisors, LLC	Shares	47.0KSH	$2.9M
26	EASTERLY INVESTMENT PARTNERS LLC	Shares	43.2KSH	$2.7M
27	Paradiem, LLC	Shares	41.7KSH	$2.6M
28	BENJAMIN EDWARDS INC	Shares	34.5KSH	$2.1M
29	Police & Firemen's Retirement System of New Jersey	Shares	31.8KSH	$2.0M
30	Vest Financial, LLC	Shares	28.7KSH	$1.8M
31	GATEWAY INVESTMENT ADVISERS LLC	Shares	25.7KSH	$1.6M
32	Kepler Cheuvreux (Suisse) SA	Shares	25.4KSH	$1.6M
33	GREENLEAF TRUST	Shares	24.9KSH	$1.5M
34	Oak Thistle LLC	Shares	23.4KSH	$1.4M
35	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	22.8KSH	$1.4M
36	Hennion & Walsh Asset Management, Inc.	Shares	17.1KSH	$1.1M
37	LRI Investments, LLC	Shares	16.5KSH	$1.0M
38	Davis Capital Management	Shares	15.9KSH	$986.9K
39	ASR Vermogensbeheer N.V.	Shares	15.8KSH	$981.6K
40	Merit Financial Group, LLC	Shares	13.5KSH	$834.7K
41	ABN AMRO INVESTMENT SOLUTIONS	Shares	12.5KSH	$774.7K
42	NorthCrest Asset Manangement, LLC	Shares	10.8KSH	$722.4K
43	SHEETS SMITH WEALTH MANAGEMENT	Shares	11.2KSH	$697.2K
44	CHICAGO TRUST Co NA	Shares	11.1KSH	$687.0K
45	Archford Capital Strategies, LLC	Shares	10.6KSH	$654.8K
46	Sylvest Advisors, LLC	Shares	9.3KSH	$575.8K
47	Sequoia Financial Advisors, LLC	Shares	9.2KSH	$571.6K
48	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	8.8KSH	$547.5K
49	Envestnet Portfolio Solutions, Inc.	Shares	8.8KSH	$544.4K
50	Legacy Wealth Asset Management, LLC	Shares	8.4KSH	$519.0K

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

50 / 160 loaded

#		Instrument
1	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+423.4K	+$21.7M	$77.6M
2	Swedbank AB added	Shares	+555.1K	+$10.7M	$301.7M
3	TECTONIC ADVISORS LLC added	Shares	+98.7K	+$6.1M	$6.7M
4	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+43.2K	+$2.7M	$2.7M
5	EverSource Wealth Advisors, LLC added	Shares	+43.5K	+$2.7M	$2.9M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+44.8K	+$2.6M	$4.9M
7	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+25.7K	+$1.6M	$1.6M
8	Skylands Capital, LLC added	Shares	+26.8K	+$898.6K	$10.3M
9	Vest Financial, LLC added	Shares	+14.2K	+$798.8K	$1.8M
10	REINHART PARTNERS, LLC. added	Shares	+18.2K	+$765.2K	$5.2M
11	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+14.7K	+$708.7K	$3.2M
12	ASR Vermogensbeheer N.V. added	Shares	+10.4K	+$617.2K	$981.6K
13	Fideuram Asset Management (Ireland) dac new	Shares	+7.7K	+$505.6K	$505.6K
14	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+6.4K	+$400.0K	$400.0K
15	Oliver Luxxe Assets LLC new	Shares	+6.3K	+$393.0K	$393.0K
16	Merit Financial Group, LLC added	Shares	+6.7K	+$375.2K	$834.7K
17	NorthCrest Asset Manangement, LLC added	Shares	+5.5K	+$355.3K	$722.4K
18	WADDELL & ASSOCIATES, LLC new	Shares	+5.3K	+$327.3K	$327.3K
19	Trust Co new	Shares	+4.6K	+$286.6K	$286.6K
20	PFG Investments, LLC new	Shares	+4.3K	+$265.3K	$265.3K
21	Apollon Wealth Management, LLC new	Shares	+4.0K	+$248.4K	$248.4K
22	OLD NATIONAL BANCORP /IN/ new	Shares	+3.7K	+$229.8K	$229.8K
23	IFM Investors Pty Ltd added	Shares	+6.5K	+$165.2K	$3.1M
24	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+3.3K	+$160.3K	$697.2K
25	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+7.6K	+$155.6K	$4.0M
26	IFP Advisors, Inc added	Shares	+1.5K	+$84.6K	$195.0K
27	Legacy Wealth Asset Management, LLC added	Shares	+1.9K	+$81.5K	$519.0K
28	Davis Capital Management added	Shares	+2.4K	+$72.2K	$986.9K
29	QRG CAPITAL MANAGEMENT, INC. added	Shares	+12.6K	+$66.9K	$8.8M
30	Versant Capital Management, Inc added	Shares	+1.1K	+$55.7K	$183.2K
31	Hennion & Walsh Asset Management, Inc. added	Shares	+2.2K	+$51.5K	$1.1M
32	Blue Trust, Inc. added	Shares	+723	+$37.1K	$132.1K
33	Sequoia Financial Advisors, LLC added	Shares	+1.3K	+$35.0K	$571.6K
34	CoreCap Advisors, LLC added	Shares	+298	+$18.4K	$19.9K
35	ELEVATION WEALTH PARTNERS, LLC added	Shares	+302	+$18.3K	$23.9K
36	True Wealth Design, LLC added	Shares	+301	+$15.4K	$55.0K
37	SJS Investment Consulting Inc. added	Shares	+138	+$8.2K	$12.1K
38	LANARK FINANCIAL, INC. added	Shares	+101	+$6.1K	$8.5K
39	SOA Wealth Advisors, LLC. new	Shares	+89	+$5.5K	$5.5K
40	Marquette Asset Management, LLC added	Shares	+90	+$5.4K	$7.6K
41	Princeton Global Asset Management LLC new	Shares	+73	+$4.5K	$4.5K
42	GoalVest Advisory LLC new	Shares	+53	+$3.3K	$3.3K
43	Creative Capital Management Investments LLC new	Shares	+47	+$2.9K	$2.9K
44	First Pacific Financial added	Shares	+56	+$2.7K	$12.4K
45	Fortitude Family Office, LLC added	Shares	+52	+$2.4K	$12.2K
46	ENTRUST FINANCIAL LLC added	Shares	+57	+$2.0K	$21.0K
47	Wealth Enhancement Trust Services, Inc. added	Shares	+72	+$509	$49.0K
48	FINANCIAL CONSULATE, INC new	Shares	+8	+$497	$497
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+9	+$459	$2.6K
50	Physician Wealth Advisors, Inc. added	Shares	+9	+$343	$3.0K

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