Filing Research | UFPI - UFP INDUSTRIES INC Institutional Holdings

Snapshot holdings

50 / 69 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	1.4MSH	$126.5M
2	River Road Asset Management, LLC	Shares	889.2KSH	$80.7M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	81.1KSH	$7.4M
4	Narwhal Capital Management	Shares	47.2KSH	$4.3M
5	JOHNSON INVESTMENT COUNSEL INC	Shares	34.0KSH	$3.1M
6	Henrickson Nauta Wealth Advisors, Inc.	Shares	26.0KSH	$2.4M
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	17.2KSH	$1.6M
8	Cascade Investment Advisors, Inc.	Shares	17.0KSH	$1.5M
9	Police & Firemen's Retirement System of New Jersey	Shares	16.9KSH	$1.5M
10	Flagship Capital Management Inc.	Shares	16.6KSH	$1.5M
11	Louisiana State Employees Retirement System	Shares	16.5KSH	$1.5M
12	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	16.3KSH	$1.5M
13	NorthCrest Asset Manangement, LLC	Shares	17.6KSH	$1.5M
14	CHICAGO TRUST Co NA	Shares	15.3KSH	$1.4M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.5KSH	$1.2M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.2KSH	$1.1M
17	QRG CAPITAL MANAGEMENT, INC.	Shares	11.0KSH	$998.6K
18	Unison Advisors LLC	Shares	8.1KSH	$733.3K
19	Sequoia Financial Advisors, LLC	Shares	6.1KSH	$551.3K
20	D.A. DAVIDSON & CO.	Shares	6.1KSH	$550.2K
21	EXCHANGE TRADED CONCEPTS, LLC	Shares	6.0KSH	$540.6K
22	Curated Wealth Partners LLC	Shares	3.7KSH	$443.0K
23	Ausbil Investment Management Ltd	Shares	4.8KSH	$425.8K
24	SECURIAN ASSET MANAGEMENT, INC	Shares	4.2KSH	$357.9K
25	Net Worth Advisory Group	Shares	3.9KSH	$357.9K
26	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	3.8KSH	$348.7K
27	Fifth Third Wealth Advisors LLC	Shares	3.1KSH	$279.9K
28	Impact Capital Partners LLC	Shares	3.0KSH	$269.0K
29	Crossmark Global Holdings, Inc.	Shares	2.9KSH	$264.1K
30	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.4KSH	$215.9K
31	Apollon Wealth Management, LLC	Shares	2.3KSH	$211.0K
32	Well Done, LLC	Shares	2.2KSH	$203.3K
33	Blue Trust, Inc.	Shares	1.2KSH	$106.3K
34	GAMMA Investing LLC	Shares	873SH	$79.2K
35	SIGNATUREFD, LLC	Shares	701SH	$63.6K
36	Versant Capital Management, Inc	Shares	599SH	$54.4K
37	Arlington Trust Co LLC	Shares	363SH	$32.9K
38	Farther Finance Advisors, LLC	Shares	332SH	$30.1K
39	City State Bank	Shares	300SH	$27.2K
40	IFP Advisors, Inc	Shares	187SH	$17.0K
41	EverSource Wealth Advisors, LLC	Shares	174SH	$15.8K
42	Key FInancial Inc	Shares	151SH	$13.7K
43	Founders Capital Management	Shares	150SH	$13.6K
44	LRI Investments, LLC	Shares	100SH	$9.1K
45	SJS Investment Consulting Inc.	Shares	89SH	$8.1K
46	FIRST HORIZON CORP	Shares	87SH	$7.9K
47	Torren Management, LLC	Shares	77SH	$7.0K
48	Retirement Wealth Solutions LLC	Shares	52SH	$4.7K
49	FARMERS & MERCHANTS INVESTMENTS INC	Shares	50SH	$4.5K
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	48.3KSH	$4.4K

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

50 / 75 loaded

#		Instrument
1	Cascade Investment Advisors, Inc. added	Shares	+5.4K	+$469.9K	$1.5M
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+4.7K	+$427.1K	$540.6K
3	Sequoia Financial Advisors, LLC added	Shares	+3.6K	+$319.1K	$551.3K
4	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+3.4K	+$286.5K	$1.5M
5	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+4.2K	+$271.8K	$7.4M
6	Henrickson Nauta Wealth Advisors, Inc. added	Shares	+2.5K	+$192.9K	$2.4M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.1K	+$82.4K	$1.5M
8	Blue Trust, Inc. added	Shares	+585	+$52.3K	$106.3K
9	Fifth Third Wealth Advisors LLC added	Shares	+441	+$36.4K	$279.9K
10	SIGNATUREFD, LLC added	Shares	+343	+$30.6K	$63.6K
11	SJS Investment Consulting Inc. added	Shares	+79	+$7.2K	$8.1K
12	Farther Finance Advisors, LLC added	Shares	+45	+$4.0K	$30.1K
13	LRI Investments, LLC added	Shares	+31	+$2.7K	$9.1K
14	Creative Capital Management Investments LLC new	Shares	+23	+$2.1K	$2.1K
15	CoreCap Advisors, LLC new	Shares	+21	+$1.9K	$1.9K
16	JFS WEALTH ADVISORS, LLC added	Shares	+5	+$406	$3.5K
17	Hughes Financial Services, LLC new	Shares	+1	+$91	$91
18	DiNuzzo Private Wealth, Inc. added	Shares	+1	+$73	$1.3K
19	Raleigh Capital Management Inc. unchanged	Shares	0	$0	$9
20	GHP Investment Advisors, Inc. unchanged	Shares	0	-$2	$91
21	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	-$9	$544
22	Bogart Wealth, LLC unchanged	Shares	0	-$12	$817
23	Handelsbanken Fonder AB unchanged	Shares	0	-$19	$1.3K
24	CX Institutional trimmed	Shares	-315	-$31	$102
25	State of Alaska, Department of Revenue trimmed	Shares	-330	-$38	$502
26	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$69	$4.5K
27	Torren Management, LLC unchanged	Shares	0	-$92	$7.0K
28	FIRST HORIZON CORP unchanged	Shares	0	-$120	$7.9K
29	AMALGAMATED BANK trimmed	Shares	-1.2K	-$142	$2.2K
30	Valued Wealth Advisors LLC trimmed	Shares	-2	-$185	$3
31	Founders Capital Management unchanged	Shares	0	-$207	$13.6K
32	Key FInancial Inc unchanged	Shares	0	-$208	$13.7K
33	Vermillion Wealth Management, Inc. exited	Shares	-3	-$276	$0
34	AdvisorNet Financial, Inc exited	Shares	-5	-$461	$0
35	Arlington Trust Co LLC unchanged	Shares	0	-$501	$32.9K
36	Quaker Wealth Management, LLC exited	Shares	-9	-$830	$0
37	Physician Wealth Advisors, Inc. trimmed	Shares	-10	-$950	$1.9K
38	Sachetta, LLC trimmed	Shares	-11	-$1.0K	$726
39	Retirement Wealth Solutions LLC trimmed	Shares	-12	-$1.2K	$4.7K
40	Fortitude Family Office, LLC trimmed	Shares	-17	-$1.6K	$3.4K
41	Grove Bank & Trust exited	Shares	-20	-$1.8K	$0
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-21.0K	-$2.0K	$4.4K
43	Well Done, LLC unchanged	Shares	0	-$3.1K	$203.3K
44	JNBA Financial Advisors exited	Shares	-42	-$3.9K	$0
45	Crossmark Global Holdings, Inc. unchanged	Shares	0	-$4.0K	$264.1K
46	City State Bank trimmed	Shares	-50	-$5.0K	$27.2K
47	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-58	-$5.4K	$1.3K
48	HIGHLAND CAPITAL MANAGEMENT, LLC trimmed	Shares	-6	-$5.9K	$348.7K
49	Unison Advisors LLC added	Shares	+29	-$8.5K	$733.3K
50	D.A. DAVIDSON & CO. trimmed	Shares	-18	-$10.0K	$550.2K

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