Filing Research | TLN - TALEN ENERGY CORP Institutional Holdings

Snapshot holdings

50 / 110 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	434.7KSH	$167.0M
2	Artemis Investment Management LLP	Shares	134.6KSH	$51.7M
3	TRAN CAPITAL MANAGEMENT, L.P.	Shares	89.4KSH	$34.4M
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	74.5KSH	$28.6M
5	River Road Asset Management, LLC	Shares	29.6KSH	$11.4M
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	25.9KSH	$9.9M
7	Y-Intercept (Hong Kong) Ltd	Shares	20.5KSH	$7.9M
8	Police & Firemen's Retirement System of New Jersey	Shares	20.5KSH	$7.9M
9	GATEWAY INVESTMENT ADVISERS LLC	Shares	17.3KSH	$6.7M
10	LANARK FINANCIAL, INC.	Shares	15.2KSH	$5.8M
11	Louisiana State Employees Retirement System	Shares	13.3KSH	$5.1M
12	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	13.1KSH	$5.0M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.9KSH	$5.0M
14	Oak Thistle LLC	Shares	7.0KSH	$2.7M
15	Colonial River Investments, LLC	Shares	5.7KSH	$2.2M
16	Farther Finance Advisors, LLC	Shares	5.5KSH	$2.1M
17	D.A. DAVIDSON & CO.	Shares	4.2KSH	$1.6M
18	Formidable Asset Management, LLC	Shares	4.6KSH	$1.5M
19	Fortitude Advisory Group L.L.C.	Shares	3.8KSH	$1.4M
20	CARY STREET PARTNERS FINANCIAL LLC	Shares	3.7KSH	$1.4M
21	PFG Advisors	Shares	3.3KSH	$1.3M
22	SECURIAN ASSET MANAGEMENT, INC	Shares	3.4KSH	$1.3M
23	Merit Financial Group, LLC	Shares	3.2KSH	$1.2M
24	Crossmark Global Holdings, Inc.	Shares	2.9KSH	$1.1M
25	WORLD EQUITY GROUP, INC.	Shares	2.2KSH	$840.4K
26	Churchill Financial Advisors, LLC	Shares	2.1KSH	$798.5K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.0KSH	$785.1K
28	Red Door Wealth Management, LLC	Shares	2.0KSH	$770.1K
29	Fifth Third Wealth Advisors LLC	Shares	1.7KSH	$672.1K
30	Mirae Asset Global Investments Co., Ltd.	Shares	1.6KSH	$601.8K
31	Goldstein Advisors, LLC	Shares	1.4KSH	$549.1K
32	Themes Management Co LLC	Shares	1.4KSH	$526.4K
33	INDEPENDENT FINANCIAL GROUP, LLC	Shares	1.3KSH	$512.6K
34	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.3KSH	$497.2K
35	TOTH FINANCIAL ADVISORY CORP	Shares	1.2KSH	$461.1K
36	SteelPeak Wealth, LLC	Shares	1.2KSH	$456.9K
37	Allegheny Financial Group	Shares	1.2KSH	$453.4K
38	LAFFER TENGLER INVESTMENTS, INC.	Shares	1.1KSH	$407.7K
39	LRI Investments, LLC	Shares	1.0KSH	$384.5K
40	BENJAMIN EDWARDS INC	Shares	929SH	$357.0K
41	Sequoia Financial Advisors, LLC	Shares	928SH	$356.6K
42	Brookwood Investment Group LLC	Shares	904SH	$347.4K
43	Atlatl Advisers LLC	Shares	895SH	$343.9K
44	Spire Wealth Management	Shares	866SH	$332.8K
45	QRG CAPITAL MANAGEMENT, INC.	Shares	851SH	$327.2K
46	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	783SH	$300.9K
47	Catalyst Capital Advisors LLC	Shares	780SH	$299.7K
48	Venturi Wealth Management, LLC	Shares	774SH	$297.4K
49	B. Riley Wealth Advisors, Inc.	Shares	723SH	$288.7K
50	Nicholas Wealth, LLC.	Shares	713SH	$274.0K

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

50 / 129 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+281.3K	+$118.1M	$167.0M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+20.5K	+$7.9M	$7.9M
3	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+17.3K	+$6.7M	$6.7M
4	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.4K	+$5.6M	$28.6M
5	TRAN CAPITAL MANAGEMENT, L.P. trimmed	Shares	-1.3K	+$5.4M	$34.4M
6	Oak Thistle LLC added	Shares	+4.6K	+$1.9M	$2.7M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.0K	+$1.7M	$7.9M
8	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+2.9K	+$1.2M	$1.4M
9	LANARK FINANCIAL, INC. trimmed	Shares	-219	+$916.5K	$5.8M
10	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+200	+$912.5K	$5.0M
11	Louisiana State Employees Retirement System added	Shares	+100	+$896.8K	$5.1M
12	D.A. DAVIDSON & CO. added	Shares	+1.8K	+$846.0K	$1.6M
13	Churchill Financial Advisors, LLC new	Shares	+2.1K	+$798.5K	$798.5K
14	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-829	+$574.1K	$5.0M
15	Themes Management Co LLC new	Shares	+1.4K	+$526.4K	$526.4K
16	TOTH FINANCIAL ADVISORY CORP new	Shares	+1.2K	+$461.1K	$461.1K
17	SteelPeak Wealth, LLC new	Shares	+1.2K	+$456.9K	$456.9K
18	BENJAMIN EDWARDS INC new	Shares	+929	+$357.0K	$357.0K
19	Brookwood Investment Group LLC new	Shares	+904	+$347.4K	$347.4K
20	LRI Investments, LLC added	Shares	+881	+$346.3K	$384.5K
21	Merit Financial Group, LLC added	Shares	+439	+$345.1K	$1.2M
22	Farther Finance Advisors, LLC added	Shares	+68	+$329.2K	$2.1M
23	Fortitude Advisory Group L.L.C. added	Shares	+175	+$300.4K	$1.4M
24	Colonial River Investments, LLC trimmed	Shares	-229	+$296.7K	$2.2M
25	PFG Advisors added	Shares	+200	+$280.8K	$1.3M
26	Nicholas Wealth, LLC. new	Shares	+713	+$274.0K	$274.0K
27	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+571	+$266.4K	$497.2K
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+429	+$259.0K	$785.1K
29	CITY NATIONAL BANK OF FLORIDA /MSD new	Shares	+539	+$207.1K	$207.1K
30	Blue Trust, Inc. new	Shares	+532	+$204.4K	$204.4K
31	Welch Group, LLC new	Shares	+530	+$203.7K	$203.7K
32	Capital Advisors Wealth Management, LLC new	Shares	+528	+$202.9K	$202.9K
33	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+527	+$202.5K	$202.5K
34	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$178.8K	$1.3M
35	Goldstein Advisors, LLC added	Shares	+250	+$172.7K	$549.1K
36	LAFFER TENGLER INVESTMENTS, INC. added	Shares	+231	+$142.7K	$407.7K
37	WORLD EQUITY GROUP, INC. trimmed	Shares	-26	+$133.9K	$840.4K
38	GAMMA Investing LLC added	Shares	+273	+$132.7K	$269.4K
39	Fifth Third Wealth Advisors LLC added	Shares	+35	+$124.9K	$672.1K
40	Crossmark Global Holdings, Inc. trimmed	Shares	-220	+$120.9K	$1.1M
41	MassMutual Private Wealth & Trust, FSB added	Shares	+275	+$107.6K	$116.8K
42	Allegheny Financial Group added	Shares	+49	+$92.4K	$453.4K
43	Spire Wealth Management added	Shares	+88	+$84.4K	$332.8K
44	Mosley Wealth Management added	Shares	+217	+$82.8K	$89.1K
45	QRG CAPITAL MANAGEMENT, INC. added	Shares	+70	+$78.0K	$327.2K
46	B. Riley Wealth Advisors, Inc. added	Shares	+17	+$67.7K	$288.7K
47	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+161	+$61.9K	$61.9K
48	Red Door Wealth Management, LLC trimmed	Shares	-232	+$56.3K	$770.1K
49	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+8	+$53.5K	$300.9K
50	Atlatl Advisers LLC trimmed	Shares	-15	+$53.4K	$343.9K

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