Filing Research | TEX - TEREX CORP NEW Institutional Holdings

Snapshot holdings

50 / 87 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	510.8KSH	$33.7M
2	EASTERLY INVESTMENT PARTNERS LLC	Shares	294.3KSH	$21.3M
3	Tema ETFs LLC	Shares	206.7KSH	$15.0M
4	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	136.5KSH	$9.9M
5	MOODY ALDRICH PARTNERS LLC	Shares	79.3KSH	$5.7M
6	E. Ohman J:or Asset Management AB	Shares	70.7KSH	$5.1M
7	HWG Holdings LP	Shares	58.8KSH	$4.3M
8	Y-Intercept (Hong Kong) Ltd	Shares	58.3KSH	$4.2M
9	Capricorn Fund Managers Ltd	Shares	40.7KSH	$2.9M
10	Police & Firemen's Retirement System of New Jersey	Shares	34.0KSH	$2.5M
11	Louisiana State Employees Retirement System	Shares	33.4KSH	$2.4M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	31.7KSH	$2.3M
13	Composition Wealth, LLC	Shares	29.8KSH	$2.2M
14	MOODY NATIONAL BANK TRUST DIVISION	Shares	27.9KSH	$2.0M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	27.3KSH	$2.0M
16	Nautilus Advisors LLC	Shares	24.5KSH	$1.7M
17	SECURED RETIREMENT ADVISORS, LLC	Shares	22.2KSH	$1.6M
18	TOTH FINANCIAL ADVISORY CORP	Shares	19.1KSH	$1.4M
19	Confluence Wealth Services, Inc.	Shares	15.9KSH	$1.2M
20	FARMERS & MERCHANTS INVESTMENTS INC	Shares	14.3KSH	$1.0M
21	Diligent Investors, LLC	Shares	12.2KSH	$880.3K
22	NorthCrest Asset Manangement, LLC	Shares	12.5KSH	$807.9K
23	Perpetual Ltd	Shares	10.9KSH	$790.9K
24	Curated Wealth Partners LLC	Shares	650.0KSH	$745.0K
25	Jones Kertz & Associates, Inc.	Shares	9.8KSH	$712.0K
26	QRG CAPITAL MANAGEMENT, INC.	Shares	7.8KSH	$568.1K
27	Liberty Capital Management, Inc.	Shares	7.7KSH	$559.6K
28	SECURIAN ASSET MANAGEMENT, INC	Shares	8.4KSH	$548.0K
29	MISSION WEALTH MANAGEMENT, LP	Shares	7.3KSH	$527.1K
30	Merit Financial Group, LLC	Shares	6.3KSH	$457.7K
31	Sequoia Financial Advisors, LLC	Shares	5.6KSH	$402.8K
32	Abel Hall, LLC	Shares	4.7KSH	$342.1K
33	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.4KSH	$315.8K
34	D.A. DAVIDSON & CO.	Shares	4.4KSH	$315.2K
35	GREENLEAF TRUST	Shares	4.3KSH	$309.4K
36	Crossmark Global Holdings, Inc.	Shares	4.3KSH	$308.0K
37	Farther Finance Advisors, LLC	Shares	4.1KSH	$299.5K
38	GILPIN WEALTH MANAGEMENT, LLC	Shares	3.8KSH	$271.5K
39	EQUITABLE TRUST CO	Shares	3.6KSH	$259.6K
40	Ballentine Partners, LLC	Shares	3.6KSH	$257.3K
41	Brucke Financial, Inc.	Shares	3.5KSH	$256.7K
42	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.3KSH	$238.4K
43	EXCHANGE TRADED CONCEPTS, LLC	Shares	3.2KSH	$228.8K
44	Uncommon Cents Investing LLC	Shares	2.8KSH	$203.1K
45	GAMMA Investing LLC	Shares	2.3KSH	$165.8K
46	CoreCap Advisors, LLC	Shares	2.0KSH	$141.7K
47	Blue Trust, Inc.	Shares	1.6KSH	$118.1K
48	SIGNATUREFD, LLC	Shares	1.5KSH	$110.7K
49	IFP Advisors, Inc	Shares	1.3KSH	$94.5K
50	RiverPark Advisors, LLC	Shares	1.1KSH	$78.0K

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

50 / 94 loaded

#		Instrument
1	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+273.4K	+$20.1M	$21.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+93.9K	+$10.0M	$33.7M
3	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+131.7K	+$9.6M	$9.9M
4	HWG Holdings LP new	Shares	+58.8K	+$4.3M	$4.3M
5	Tema ETFs LLC added	Shares	+7.7K	+$3.2M	$15.0M
6	MOODY ALDRICH PARTNERS LLC trimmed	Shares	-983	+$995.4K	$5.7M
7	E. Ohman J:or Asset Management AB unchanged	Shares	0	+$939.7K	$5.1M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+3.6K	+$663.7K	$2.5M
9	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+2.3K	+$503.8K	$2.0M
10	Louisiana State Employees Retirement System added	Shares	+400	+$467.5K	$2.4M
11	Composition Wealth, LLC added	Shares	+27	+$398.1K	$2.2M
12	Capricorn Fund Managers Ltd trimmed	Shares	-3.2K	+$350.0K	$2.9M
13	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.9K	+$309.2K	$2.3M
14	SECURED RETIREMENT ADVISORS, LLC added	Shares	+131	+$303.4K	$1.6M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.1K	+$295.5K	$2.0M
16	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$253.8K	$1.4M
17	Farther Finance Advisors, LLC added	Shares	+3.0K	+$230.2K	$299.5K
18	Nautilus Advisors LLC unchanged	Shares	0	+$205.2K	$1.7M
19	Uncommon Cents Investing LLC new	Shares	+2.8K	+$203.1K	$203.1K
20	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-40	+$187.4K	$1.0M
21	Confluence Wealth Services, Inc. trimmed	Shares	-452	+$185.0K	$1.2M
22	Diligent Investors, LLC unchanged	Shares	0	+$161.6K	$880.3K
23	Perpetual Ltd unchanged	Shares	0	+$145.2K	$790.9K
24	CoreCap Advisors, LLC added	Shares	+2.0K	+$141.6K	$141.7K
25	MISSION WEALTH MANAGEMENT, LP added	Shares	+463	+$124.1K	$527.1K
26	QRG CAPITAL MANAGEMENT, INC. added	Shares	+208	+$116.6K	$568.1K
27	Merit Financial Group, LLC added	Shares	+202	+$96.0K	$457.7K
28	Sequoia Financial Advisors, LLC added	Shares	+141	+$82.3K	$402.8K
29	NorthCrest Asset Manangement, LLC trimmed	Shares	-99	+$70.6K	$807.9K
30	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+450	+$68.6K	$228.8K
31	Abel Hall, LLC trimmed	Shares	-41	+$60.4K	$342.1K
32	Crossmark Global Holdings, Inc. added	Shares	+61	+$60.2K	$308.0K
33	Jones Kertz & Associates, Inc. trimmed	Shares	-1.2K	+$59.8K	$712.0K
34	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	+$58.0K	$315.8K
35	D.A. DAVIDSON & CO. unchanged	Shares	0	+$57.9K	$315.2K
36	GREENLEAF TRUST added	Shares	+13	+$57.6K	$309.4K
37	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$52.7K	$548.0K
38	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$49.8K	$271.5K
39	EQUITABLE TRUST CO unchanged	Shares	0	+$47.7K	$259.6K
40	Ballentine Partners, LLC trimmed	Shares	-81	+$42.4K	$257.3K
41	WOLFF WIESE MAGANA LLC new	Shares	+583	+$42.2K	$42.2K
42	GAMMA Investing LLC added	Shares	+161	+$39.9K	$165.8K
43	SIGNATUREFD, LLC added	Shares	+100	+$26.2K	$110.7K
44	Brucke Financial, Inc. trimmed	Shares	-412	+$22.8K	$256.7K
45	FIRST HORIZON CORP new	Shares	+313	+$22.7K	$22.7K
46	Blue Trust, Inc. trimmed	Shares	-11	+$21.0K	$118.1K
47	Global X Japan Co., Ltd. new	Shares	+167	+$12.1K	$12.1K
48	Rosenberg Matthew Hamilton added	Shares	+114	+$8.9K	$11.7K
49	Spire Wealth Management new	Shares	+107	+$7.7K	$7.7K
50	Versant Capital Management, Inc unchanged	Shares	0	+$6.9K	$37.4K

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