Filing Research | UNFI - UNITED NAT FOODS INC Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	446.0KSH	$20.4M
2	River Road Asset Management, LLC	Shares	337.9KSH	$15.4M
3	HENNESSY ADVISORS INC	Shares	185.5KSH	$8.5M
4	Y-Intercept (Hong Kong) Ltd	Shares	61.6KSH	$2.8M
5	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	45.6KSH	$2.1M
6	CWA Asset Management Group, LLC	Shares	35.9KSH	$1.6M
7	Louisiana State Employees Retirement System	Shares	26.6KSH	$1.2M
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	20.6KSH	$942.0K
9	Police & Firemen's Retirement System of New Jersey	Shares	18.0KSH	$822.9K
10	Ballentine Partners, LLC	Shares	16.6KSH	$759.5K
11	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	14.8KSH	$675.8K
12	Elevated Financial Group LLC	Shares	14.8KSH	$675.0K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	14.4KSH	$657.9K
14	Diversified Trust Co	Shares	12.4KSH	$566.0K
15	Merit Financial Group, LLC	Shares	11.6KSH	$530.0K
16	Robeco Institutional Asset Management B.V.	Shares	9.8KSH	$448.7K
17	Triumph Capital Management	Shares	9.1KSH	$414.7K
18	Abacus Wealth Partners, LLC	Shares	8.9KSH	$406.9K
19	Revisor Wealth Management LLC	Shares	8.8KSH	$402.4K
20	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	5.8KSH	$266.3K
21	Boston Trust Walden Corp	Shares	5.4KSH	$246.6K
22	GK Wealth Management LLC	Shares	5.0KSH	$230.0K
23	Pacific Point Advisors, LLC	Shares	5.0KSH	$228.3K
24	Canopy Partners, LLC	Shares	5.0KSH	$226.5K
25	Crossmark Global Holdings, Inc.	Shares	4.5KSH	$207.8K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.2KSH	$206.6K
27	Golden State Wealth Management, LLC	Shares	2.9KSH	$130.8K
28	GAMMA Investing LLC	Shares	2.5KSH	$112.9K
29	CoreCap Advisors, LLC	Shares	1.8KSH	$82.2K
30	Farther Finance Advisors, LLC	Shares	1.0KSH	$46.0K
31	SIGNATUREFD, LLC	Shares	1.0KSH	$45.7K
32	Versant Capital Management, Inc	Shares	863SH	$39.4K
33	Hickory Point Bank & Trust	Shares	700SH	$32.0K
34	IFP Advisors, Inc	Shares	581SH	$26.5K
35	GHP Investment Advisors, Inc.	Shares	314SH	$14.3K
36	SBI Securities Co., Ltd.	Shares	292SH	$13.3K
37	ALBION FINANCIAL GROUP /UT	Shares	185SH	$8.4K
38	Ares Financial Consulting, LLC	Shares	185SH	$8.4K
39	Owl Creek Wealth Partners LLC	Shares	165SH	$7.5K
40	ARMSTRONG ADVISORY GROUP, INC	Shares	150SH	$6.9K
41	Valued Wealth Advisors LLC	Shares	146SH	$6.7K
42	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	112SH	$5.1K
43	Signature Resources Capital Management, LLC	Shares	100SH	$4.6K
44	MassMutual Private Wealth & Trust, FSB	Shares	82SH	$3.7K
45	SJS Investment Consulting Inc.	Shares	81SH	$3.7K
46	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	68.7KSH	$3.1K
47	EverSource Wealth Advisors, LLC	Shares	66SH	$3.0K
48	Cape Investment Advisory, Inc.	Shares	57SH	$2.6K
49	Wealth Enhancement Trust Services, Inc.	Shares	29SH	$1.3K
50	State of Alaska, Department of Revenue	Shares	20.0KSH	$913

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

50 / 67 loaded

#		Instrument
1	Swedbank AB added	Shares	+230.0K	+$10.6M	$20.4M
2	HENNESSY ADVISORS INC new	Shares	+185.5K	+$8.5M	$8.5M
3	River Road Asset Management, LLC added	Shares	+113.5K	+$5.3M	$15.4M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+61.6K	+$2.8M	$2.8M
5	GK Wealth Management LLC new	Shares	+5.0K	+$230.0K	$230.0K
6	CWA Asset Management Group, LLC added	Shares	+4.3K	+$217.3K	$1.6M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+4.2K	+$206.6K	$206.6K
8	Elevated Financial Group LLC added	Shares	+4.2K	+$198.3K	$675.0K
9	Merit Financial Group, LLC added	Shares	+3.5K	+$163.9K	$530.0K
10	Revisor Wealth Management LLC added	Shares	+2.6K	+$123.6K	$402.4K
11	CoreCap Advisors, LLC new	Shares	+1.8K	+$82.2K	$82.2K
12	Police & Firemen's Retirement System of New Jersey added	Shares	+1.4K	+$75.5K	$822.9K
13	Golden State Wealth Management, LLC added	Shares	+1.5K	+$68.5K	$130.8K
14	Triumph Capital Management added	Shares	+818	+$42.4K	$414.7K
15	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+202	+$18.1K	$675.8K
16	Ballentine Partners, LLC added	Shares	+67	+$13.2K	$759.5K
17	SBI Securities Co., Ltd. added	Shares	+261	+$11.9K	$13.3K
18	Canopy Partners, LLC added	Shares	+175	+$10.9K	$226.5K
19	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+123	+$9.1K	$266.3K
20	Valued Wealth Advisors LLC new	Shares	+146	+$6.7K	$6.7K
21	SIGNATUREFD, LLC added	Shares	+133	+$6.6K	$45.7K
22	GAMMA Investing LLC added	Shares	+77	+$5.0K	$112.9K
23	IFP Advisors, Inc added	Shares	+71	+$3.6K	$26.5K
24	Boston Trust Walden Corp unchanged	Shares	0	+$3.3K	$246.6K
25	Pacific Point Advisors, LLC unchanged	Shares	0	+$3.0K	$228.3K
26	Cape Investment Advisory, Inc. new	Shares	+57	+$2.6K	$2.6K
27	SJS Investment Consulting Inc. added	Shares	+46	+$2.1K	$3.7K
28	Wealth Enhancement Trust Services, Inc. new	Shares	+29	+$1.3K	$1.3K
29	Versant Capital Management, Inc unchanged	Shares	0	+$526	$39.4K
30	Hickory Point Bank & Trust unchanged	Shares	0	+$427	$32.0K
31	Farther Finance Advisors, LLC trimmed	Shares	-10	+$414	$46.0K
32	JFS WEALTH ADVISORS, LLC new	Shares	+9	+$412	$412
33	GHP Investment Advisors, Inc. unchanged	Shares	0	+$192	$14.3K
34	Ares Financial Consulting, LLC unchanged	Shares	0	+$157	$8.4K
35	Davis Capital Management new	Shares	+3	+$137	$137
36	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$112	$8.4K
37	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$101	$7.5K
38	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$92	$6.9K
39	Signature Resources Capital Management, LLC unchanged	Shares	0	+$61	$4.6K
40	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$50	$3.7K
41	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$6	$457
42	Fortitude Family Office, LLC unchanged	Shares	0	+$6	$457
43	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$6	$412
44	Abound Wealth Management unchanged	Shares	0	+$2	$138
45	Hughes Financial Services, LLC unchanged	Shares	0	+$1	$46
46	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$2
47	Matrix Trust Co exited	Shares	-596	-$27	$0
48	AMALGAMATED BANK trimmed	Shares	-1.2K	-$43	$746
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-6.1K	-$233	$3.1K
50	State of Alaska, Department of Revenue trimmed	Shares	-10.2K	-$446	$913

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