Filing Research | TNET - TRINET GROUP INC Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	70.7KSH	$3.5M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	42.2KSH	$2.1M
3	GHP Investment Advisors, Inc.	Shares	30.4KSH	$1.5M
4	Mirador Capital Partners LP	Shares	28.3KSH	$1.4M
5	Morningstar Investment Management LLC	Shares	27.9KSH	$1.0M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.6KSH	$976.1K
7	Linden Thomas Advisory Services, LLC	Shares	18.4KSH	$911.9K
8	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	11.0KSH	$542.3K
9	Police & Firemen's Retirement System of New Jersey	Shares	8.3KSH	$413.1K
10	Merit Financial Group, LLC	Shares	6.6KSH	$328.4K
11	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.9KSH	$292.8K
12	Kaydan Wealth Management, Inc.	Shares	4.2KSH	$208.4K
13	SIGNATUREFD, LLC	Shares	3.1KSH	$152.2K
14	Versant Capital Management, Inc	Shares	2.9KSH	$145.1K
15	Farther Finance Advisors, LLC	Shares	1.7KSH	$87.2K
16	GAMMA Investing LLC	Shares	1.4KSH	$66.8K
17	Hilltop National Bank	Shares	1.3KSH	$62.5K
18	IFP Advisors, Inc	Shares	1.2KSH	$57.6K
19	EverSource Wealth Advisors, LLC	Shares	1.0KSH	$51.5K
20	Steigerwald, Gordon & Koch Inc.	Shares	450SH	$22.3K
21	Mirae Asset Global Investments Co., Ltd.	Shares	449SH	$22.2K
22	True Wealth Design, LLC	Shares	408SH	$20.2K
23	MassMutual Private Wealth & Trust, FSB	Shares	370SH	$18.3K
24	Owl Creek Wealth Partners LLC	Shares	195SH	$9.7K
25	Fortitude Family Office, LLC	Shares	105SH	$5.2K
26	SJS Investment Consulting Inc.	Shares	72SH	$3.6K
27	FIRST HORIZON CORP	Shares	67SH	$3.3K
28	LANARK FINANCIAL, INC.	Shares	33SH	$1.6K
29	Physician Wealth Advisors, Inc.	Shares	25SH	$1.2K
30	Allied Private Wealth LLC	Shares	18SH	$990
31	Three Bearings Fiduciary Advisors, Inc.	Shares	18SH	$891
32	Blue Trust, Inc.	Shares	12SH	$594
33	JFS WEALTH ADVISORS, LLC	Shares	12SH	$594
34	Handelsbanken Fonder AB	Shares	7.9KSH	$393
35	Creative Capital Management Investments LLC	Shares	6SH	$297
36	DiNuzzo Private Wealth, Inc.	Shares	4SH	$198
37	Hughes Financial Services, LLC	Shares	4SH	$198
38	Trust Co	Shares	3SH	$148
39	State of Alaska, Department of Revenue	Shares	2.9KSH	$145
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.7KSH	$135
41	LRI Investments, LLC	Shares	2SH	$99

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

43 / 43 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+11.1K	+$1.3M	$3.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.3K	+$738.3K	$976.1K
3	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+11.0K	+$542.3K	$542.3K
4	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-2.0K	+$478.6K	$2.1M
5	Mirador Capital Partners LP added	Shares	+2.2K	+$451.2K	$1.4M
6	Merit Financial Group, LLC new	Shares	+6.6K	+$328.4K	$328.4K
7	GHP Investment Advisors, Inc. trimmed	Shares	-2.3K	+$314.3K	$1.5M
8	Linden Thomas Advisory Services, LLC added	Shares	+890	+$273.1K	$911.9K
9	Kaydan Wealth Management, Inc. new	Shares	+4.2K	+$208.4K	$208.4K
10	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$109.0K	$413.1K
11	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-191	+$70.3K	$292.8K
12	SIGNATUREFD, LLC added	Shares	+561	+$60.6K	$152.2K
13	IFP Advisors, Inc added	Shares	+942	+$49.5K	$57.6K
14	EverSource Wealth Advisors, LLC added	Shares	+660	+$37.6K	$51.5K
15	GAMMA Investing LLC added	Shares	+525	+$36.8K	$66.8K
16	Farther Finance Advisors, LLC added	Shares	+134	+$29.2K	$87.2K
17	Versant Capital Management, Inc trimmed	Shares	-267	+$28.6K	$145.1K
18	Hilltop National Bank unchanged	Shares	0	+$16.5K	$62.5K
19	True Wealth Design, LLC added	Shares	+265	+$15.0K	$20.2K
20	Owl Creek Wealth Partners LLC new	Shares	+195	+$9.7K	$9.7K
21	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$5.9K	$22.3K
22	MassMutual Private Wealth & Trust, FSB added	Shares	+7	+$5.1K	$18.3K
23	Fortitude Family Office, LLC added	Shares	+85	+$4.5K	$5.2K
24	SJS Investment Consulting Inc. added	Shares	+47	+$2.7K	$3.6K
25	Physician Wealth Advisors, Inc. new	Shares	+25	+$1.2K	$1.2K
26	LANARK FINANCIAL, INC. unchanged	Shares	0	+$431	$1.6K
27	Creative Capital Management Investments LLC new	Shares	+6	+$297	$297
28	Three Bearings Fiduciary Advisors, Inc. unchanged	Shares	0	+$235	$891
29	Blue Trust, Inc. unchanged	Shares	0	+$157	$594
30	Handelsbanken Fonder AB unchanged	Shares	0	+$104	$393
31	LRI Investments, LLC new	Shares	+2	+$99	$99
32	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$52	$198
33	Hughes Financial Services, LLC unchanged	Shares	0	+$52	$198
34	State of Alaska, Department of Revenue unchanged	Shares	0	+$39	$145
35	Trust Co unchanged	Shares	0	+$39	$148
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$36	$135
37	Morningstar Investment Management LLC unchanged	Shares	0	$0	$1.0M
38	SBI Securities Co., Ltd. exited	Shares	-2	-$73	$0
39	JFS WEALTH ADVISORS, LLC trimmed	Shares	-9	-$172	$594
40	FIRST HORIZON CORP trimmed	Shares	-260	-$8.6K	$3.3K
41	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-496	-$12.2K	$22.2K
42	Cache Advisors, LLC exited	Shares	-1.0K	-$36.4K	$0
43	Gallacher Capital Management LLC exited	Shares	-9.5K	-$345.5K	$0