Filing Research | SXC - SUNCOKE ENERGY INC Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	914.2KSH	$7.4M
2	Y-Intercept (Hong Kong) Ltd	Shares	285.3KSH	$2.3M
3	CWA Asset Management Group, LLC	Shares	254.8KSH	$2.1M
4	LEE DANNER & BASS INC	Shares	195.0KSH	$1.6M
5	EXCHANGE TRADED CONCEPTS, LLC	Shares	154.0KSH	$1.2M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	61.7KSH	$506.8K
7	Counterpoint Mutual Funds LLC	Shares	41.6KSH	$334.9K
8	Olympiad Research LP	Shares	37.6KSH	$302.5K
9	Altus Wealth Group LLC	Shares	36.0KSH	$289.6K
10	Police & Firemen's Retirement System of New Jersey	Shares	23.5KSH	$189.3K
11	CoreCap Advisors, LLC	Shares	10.8KSH	$86.8K
12	Merit Financial Group, LLC	Shares	10.1KSH	$81.5K
13	GAMMA Investing LLC	Shares	7.7KSH	$62.1K
14	Farther Finance Advisors, LLC	Shares	4.6KSH	$37.4K
15	IFP Advisors, Inc	Shares	3.3KSH	$26.2K
16	Versant Capital Management, Inc	Shares	2.6KSH	$20.6K
17	SIGNATUREFD, LLC	Shares	2.2KSH	$17.5K
18	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$11.8K
19	Vision Retirement, LLC	Shares	1.1KSH	$8.7K
20	Valued Wealth Advisors LLC	Shares	625SH	$5.0K
21	True Wealth Design, LLC	Shares	367SH	$3.0K
22	Golden State Wealth Management, LLC	Shares	318SH	$2.6K
23	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	203SH	$1.6K
24	Spire Wealth Management	Shares	100SH	$805
25	Wealth Enhancement Trust Services, Inc.	Shares	97SH	$781
26	Community Financial Services Group, LLC	Shares	88SH	$685
27	SJS Investment Consulting Inc.	Shares	74SH	$596
28	Fortitude Family Office, LLC	Shares	61SH	$491
29	DHJJ Financial Advisors, Ltd.	Shares	60SH	$483
30	Arlington Trust Co LLC	Shares	59SH	$475
31	SBI Securities Co., Ltd.	Shares	55SH	$443
32	Cedar Mountain Advisors, LLC	Shares	51SH	$411
33	Key FInancial Inc	Shares	6SH	$48
34	State of Alaska, Department of Revenue	Shares	3.6KSH	$28
35	TFC Financial Management, Inc.	Shares	1SH	$9

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

36 / 36 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+914.2K	+$7.4M	$7.4M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+179.4K	+$1.6M	$2.3M
3	CWA Asset Management Group, LLC added	Shares	+24.0K	+$548.4K	$2.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+47.2K	+$411.7K	$506.8K
5	Olympiad Research LP new	Shares	+37.6K	+$302.5K	$302.5K
6	LEE DANNER & BASS INC unchanged	Shares	0	+$300.3K	$1.6M
7	Merit Financial Group, LLC new	Shares	+10.1K	+$81.5K	$81.5K
8	Altus Wealth Group LLC trimmed	Shares	-1.1K	+$48.2K	$289.6K
9	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$36.2K	$189.3K
10	IFP Advisors, Inc added	Shares	+1.8K	+$16.9K	$26.2K
11	GAMMA Investing LLC added	Shares	+686	+$16.4K	$62.1K
12	Farther Finance Advisors, LLC added	Shares	+1.3K	+$16.2K	$37.4K
13	CoreCap Advisors, LLC trimmed	Shares	-1.6K	+$5.9K	$86.8K
14	EverSource Wealth Advisors, LLC added	Shares	+218	+$3.7K	$11.8K
15	True Wealth Design, LLC new	Shares	+367	+$3.0K	$3.0K
16	Valued Wealth Advisors LLC added	Shares	+215	+$2.4K	$5.0K
17	Vision Retirement, LLC unchanged	Shares	0	+$1.7K	$8.7K
18	Wealth Enhancement Trust Services, Inc. new	Shares	+97	+$781	$781
19	SJS Investment Consulting Inc. new	Shares	+74	+$596	$596
20	Fortitude Family Office, LLC new	Shares	+61	+$491	$491
21	Golden State Wealth Management, LLC unchanged	Shares	0	+$490	$2.6K
22	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$313	$1.6K
23	Spire Wealth Management unchanged	Shares	0	+$154	$805
24	Community Financial Services Group, LLC unchanged	Shares	0	+$124	$685
25	SBI Securities Co., Ltd. added	Shares	+5	+$117	$443
26	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$92	$483
27	Arlington Trust Co LLC unchanged	Shares	0	+$91	$475
28	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$79	$411
29	Key FInancial Inc unchanged	Shares	0	+$9	$48
30	State of Alaska, Department of Revenue unchanged	Shares	0	+$5	$28
31	TFC Financial Management, Inc. unchanged	Shares	0	+$2	$9
32	Versant Capital Management, Inc trimmed	Shares	-1.7K	-$7.3K	$20.6K
33	SIGNATUREFD, LLC trimmed	Shares	-3.2K	-$17.8K	$17.5K
34	Counterpoint Mutual Funds LLC trimmed	Shares	-14.8K	-$32.5K	$334.9K
35	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-64.1K	-$180.4K	$1.2M
36	Veracity Capital LLC exited	Shares	-70.9K	-$461.5K	$0