Filing Research | TKO - TKO Group Holdings Inc Institutional Holdings

Snapshot holdings

50 / 130 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	3.1MSH	$632.1M
2	Lindsell Train Ltd	Shares	2.1MSH	$422.5M
3	CONGRESS ASSET MANAGEMENT CO	Shares	706.7KSH	$142.3M
4	Annex Advisory Services, LLC	Shares	418.6KSH	$84.3M
5	DAVENPORT & Co LLC	Shares	197.0KSH	$39.7M
6	BARLOW WEALTH PARTNERS, LLC	Shares	110.8KSH	$21.4M
7	ADAMS DIVERSIFIED EQUITY FUND, INC.	Shares	88.5KSH	$17.8M
8	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	72.7KSH	$14.6M
9	Ninety One SA (PTY) Ltd	Shares	64.8KSH	$13.1M
10	Ninety One North America, Inc.	Shares	46.9KSH	$9.4M
11	COOPER INVESTORS PTY LTD	Shares	27.6KSH	$5.5M
12	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	26.3KSH	$5.3M
13	Y-Intercept (Hong Kong) Ltd	Shares	25.2KSH	$5.1M
14	Czech National Bank	Shares	17.9KSH	$3.6M
15	Mirae Asset Global Investments Co., Ltd.	Shares	14.5KSH	$2.9M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.9KSH	$2.8M
17	O'Keefe Stevens Advisory, Inc.	Shares	10.1KSH	$2.0M
18	Envestnet Portfolio Solutions, Inc.	Shares	9.6KSH	$1.9M
19	Police & Firemen's Retirement System of New Jersey	Shares	9.2KSH	$1.8M
20	IFP Advisors, Inc	Shares	8.7KSH	$1.8M
21	Stablepoint Partners, LLC	Shares	8.6KSH	$1.7M
22	BigSur Wealth Management LLC	Shares	7.3KSH	$1.5M
23	Farther Finance Advisors, LLC	Shares	6.5KSH	$1.3M
24	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.3KSH	$1.3M
25	TOTH FINANCIAL ADVISORY CORP	Shares	5.5KSH	$1.1M
26	Central Pacific Bank - Trust Division	Shares	5.4KSH	$1.1M
27	Sidoxia Capital Management, LLC	Shares	4.3KSH	$874.5K
28	MIZUHO SECURITIES USA LLC	Shares	4.0KSH	$808.2K
29	Crossmark Global Holdings, Inc.	Shares	3.7KSH	$746.5K
30	HARTFORD INVESTMENT MANAGEMENT CO	Shares	3.5KSH	$700.2K
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.8KSH	$698.8K
32	EXCHANGE TRADED CONCEPTS, LLC	Shares	3.4KSH	$674.8K
33	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	3.3KSH	$655.3K
34	Louisiana State Employees Retirement System	Shares	3.2KSH	$644.2K
35	GAMMA Investing LLC	Shares	3.1KSH	$631.3K
36	SAX WEALTH ADVISORS, LLC	Shares	3.1KSH	$626.9K
37	QRG CAPITAL MANAGEMENT, INC.	Shares	2.8KSH	$566.3K
38	Sequoia Financial Advisors, LLC	Shares	2.8KSH	$563.1K
39	Merit Financial Group, LLC	Shares	2.5KSH	$502.0K
40	HARMONY ASSET MANAGEMENT LLC	Shares	2.4KSH	$484.2K
41	Somerset Trust Co	Shares	2.2KSH	$446.1K
42	Alhambra Investment Management LLC	Shares	2.0KSH	$402.6K
43	Fortis Group Advisors, LLC	Shares	1.9KSH	$374.3K
44	Constitution Capital LLC	Shares	1.8KSH	$362.4K
45	Legacy Wealth Asset Management, LLC	Shares	1.6KSH	$322.1K
46	SECURIAN ASSET MANAGEMENT, INC	Shares	1.7KSH	$309.7K
47	Fifth Third Wealth Advisors LLC	Shares	1.5KSH	$308.0K
48	Linden Thomas Advisory Services, LLC	Shares	1.5KSH	$299.8K
49	Discipline Wealth Solutions, LLC	Shares	1.5KSH	$298.4K
50	GATEWAY INVESTMENT ADVISERS LLC	Shares	1.4KSH	$277.4K

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

50 / 154 loaded

#		Instrument
1	DAVENPORT & Co LLC added	Shares	+37.3K	+$7.5M	$39.7M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+25.2K	+$5.1M	$5.1M
3	Annex Advisory Services, LLC added	Shares	+5.5K	+$963.5K	$84.3M
4	Fifth Third Wealth Advisors LLC new	Shares	+1.5K	+$308.0K	$308.0K
5	Ninety One SA (PTY) Ltd added	Shares	+295	+$233.7K	$13.1M
6	B. Riley Wealth Advisors, Inc. new	Shares	+986	+$208.6K	$208.6K
7	Portside Wealth Group, LLC new	Shares	+1.0K	+$206.3K	$206.3K
8	Sowell Financial Services LLC new	Shares	+1.0K	+$205.9K	$205.9K
9	CAMPBELL CAPITAL MANAGEMENT INC unchanged	Shares	0	+$201.1K	$201.3K
10	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.0K	+$199.3K	$2.9M
11	BigSur Wealth Management LLC added	Shares	+1.0K	+$199.2K	$1.5M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.3K	+$192.0K	$698.8K
13	Sequoia Financial Advisors, LLC added	Shares	+590	+$118.0K	$563.1K
14	O'Keefe Stevens Advisory, Inc. added	Shares	+276	+$52.3K	$2.0M
15	Merit Financial Group, LLC added	Shares	+241	+$47.8K	$502.0K
16	Farther Finance Advisors, LLC added	Shares	+117	+$38.7K	$1.3M
17	QRG CAPITAL MANAGEMENT, INC. added	Shares	+155	+$30.4K	$566.3K
18	IFP Advisors, Inc added	Shares	+163	+$29.9K	$1.8M
19	Fortis Group Advisors, LLC trimmed	Shares	-22	+$24.4K	$374.3K
20	Atlatl Advisers LLC new	Shares	+109	+$21.9K	$21.9K
21	AVALON CAPITAL MANAGEMENT added	Shares	+105	+$20.8K	$233.1K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+94	+$19.0K	$19.8K
23	E Fund Management (Hong Kong) Co., Ltd. new	Shares	+44	+$8.9K	$8.9K
24	WEST PACES ADVISORS INC. new	Shares	+39	+$7.9K	$7.9K
25	Sidoxia Capital Management, LLC added	Shares	+44	+$7.4K	$874.5K
26	AlphaCentric Advisors LLC added	Shares	+27	+$5.3K	$104.3K
27	HIGHLINE WEALTH PARTNERS LLC new	Shares	+21	+$4.2K	$4.2K
28	AdvisorNet Financial, Inc added	Shares	+17	+$3.4K	$4.4K
29	Bogart Wealth, LLC added	Shares	+12	+$2.4K	$7.7K
30	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+5	+$2.4K	$18.7K
31	Activest Wealth Management new	Shares	+11	+$2.2K	$2.2K
32	Cromwell Holdings LLC added	Shares	+11	+$2.2K	$25.0K
33	CoreCap Advisors, LLC added	Shares	+7	+$1.4K	$5.2K
34	LRI Investments, LLC added	Shares	+6	+$1.1K	$40.5K
35	True Wealth Design, LLC added	Shares	+4	+$804	$1.6K
36	Sachetta, LLC added	Shares	+4	+$801	$3.0K
37	Creative Capital Management Investments LLC new	Shares	+3	+$604	$604
38	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+3	+$589	$9.3K
39	SBI Securities Co., Ltd. added	Shares	+2	+$326	$45.7K
40	Hughes Financial Services, LLC added	Shares	+1	+$199	$1.4K
41	LANARK FINANCIAL, INC. added	Shares	+1	+$158	$25.8K
42	CX Institutional added	Shares	+636	+$128	$204
43	Aventura Private Wealth, LLC unchanged	Shares	0	+$11	$5.5K
44	Financial Perspectives, Inc unchanged	Shares	0	+$3	$1.2K
45	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
46	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$808.2K
47	TFC Financial Management, Inc. unchanged	Shares	0	$0	$202
48	Trust Co unchanged	Shares	0	$0	$403
49	1015 Capital Partners, LLC unchanged	Shares	0	-$1	$604
50	Torren Management, LLC unchanged	Shares	0	-$1	$1.0K

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