Filing Research | USFD - US FOODS HLDG CORP Institutional Holdings

Snapshot holdings

50 / 146 loaded

#		Instrument	quantity
1	COOKSON PEIRCE & CO INC	Shares	411.2KSH	$42.0M
2	ARGENT CAPITAL MANAGEMENT LLC	Shares	291.3KSH	$29.8M
3	Artemis Investment Management LLP	Shares	287.9KSH	$29.4M
4	COMMUNITY TRUST & INVESTMENT CO	Shares	194.6KSH	$19.9M
5	Police & Firemen's Retirement System of New Jersey	Shares	98.6KSH	$10.1M
6	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	96.1KSH	$9.8M
7	Fifth Third Wealth Advisors LLC	Shares	68.8KSH	$7.0M
8	Louisiana State Employees Retirement System	Shares	64.4KSH	$6.6M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	64.4KSH	$6.6M
10	HOWLAND CAPITAL MANAGEMENT LLC	Shares	60.0KSH	$6.1M
11	Oliver Luxxe Assets LLC	Shares	57.8KSH	$5.9M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	52.7KSH	$5.4M
13	Robbins Farley	Shares	51.8KSH	$5.3M
14	QRG CAPITAL MANAGEMENT, INC.	Shares	47.8KSH	$4.9M
15	First American Bank	Shares	44.4KSH	$4.5M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	45.6KSH	$4.4M
17	Catalyst Capital Advisors LLC	Shares	33.3KSH	$3.4M
18	GATEWAY INVESTMENT ADVISERS LLC	Shares	21.7KSH	$2.2M
19	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	19.6KSH	$2.0M
20	Crossmark Global Holdings, Inc.	Shares	18.5KSH	$1.9M
21	Merit Financial Group, LLC	Shares	17.8KSH	$1.8M
22	Savoir Faire Capital Management, L.P.	Shares	17.7KSH	$1.8M
23	Gradient Investments LLC	Shares	16.4KSH	$1.7M
24	Triangle Securities Wealth Management	Shares	15.8KSH	$1.6M
25	Nilsine Partners, LLC	Shares	15.6KSH	$1.6M
26	SECURIAN ASSET MANAGEMENT, INC	Shares	16.3KSH	$1.6M
27	EXCHANGE TRADED CONCEPTS, LLC	Shares	15.0KSH	$1.5M
28	Sowell Financial Services LLC	Shares	14.7KSH	$1.5M
29	BFSG, LLC	Shares	13.5KSH	$1.4M
30	FULTON BANK, N.A.	Shares	13.4KSH	$1.4M
31	United Asset Strategies, Inc.	Shares	12.3KSH	$1.3M
32	Kesler, Norman & Wride, LLC	Shares	11.2KSH	$1.1M
33	Sequoia Financial Advisors, LLC	Shares	11.1KSH	$1.1M
34	Revolve Wealth Partners, LLC	Shares	9.1KSH	$926.7K
35	Tema ETFs LLC	Shares	8.9KSH	$914.4K
36	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.3KSH	$850.6K
37	ARQ WEALTH ADVISORS, LLC	Shares	8.5KSH	$815.5K
38	HMS Capital Management, LLC	Shares	7.9KSH	$804.9K
39	TECTONIC ADVISORS LLC	Shares	7.6KSH	$782.1K
40	J.W. COLE ADVISORS, INC.	Shares	7.6KSH	$778.4K
41	Ballentine Partners, LLC	Shares	7.1KSH	$729.1K
42	GAMMA Investing LLC	Shares	6.9KSH	$709.5K
43	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	6.4KSH	$656.0K
44	CONGRESS ASSET MANAGEMENT CO	Shares	6.1KSH	$627.3K
45	Prospera Financial Services Inc	Shares	6.1KSH	$624.8K
46	BENJAMIN EDWARDS INC	Shares	5.3KSH	$543.4K
47	Versant Capital Management, Inc	Shares	5.1KSH	$518.2K
48	Assenagon Asset Management S.A.	Shares	4.8KSH	$490.8K
49	Baader Bank Aktiengesellschaft	Shares	4.8KSH	$485.9K
50	Farther Finance Advisors, LLC	Shares	4.7KSH	$481.3K

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

50 / 158 loaded

#		Instrument
1	HOWLAND CAPITAL MANAGEMENT LLC new	Shares	+60.0K	+$6.1M	$6.1M
2	Artemis Investment Management LLP trimmed	Shares	-3.3K	+$2.6M	$29.4M
3	COOKSON PEIRCE & CO INC trimmed	Shares	-22.3K	+$2.1M	$42.0M
4	COMMUNITY TRUST & INVESTMENT CO trimmed	Shares	-1.4K	+$1.8M	$19.9M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+2.4K	+$1.2M	$10.1M
6	Robbins Farley added	Shares	+6.4K	+$1.1M	$5.3M
7	Revolve Wealth Partners, LLC new	Shares	+9.1K	+$926.7K	$926.7K
8	CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed	Shares	-1.6K	+$819.3K	$9.8M
9	J.W. COLE ADVISORS, INC. new	Shares	+7.6K	+$778.4K	$778.4K
10	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+5.5K	+$722.0K	$2.2M
11	Louisiana State Employees Retirement System added	Shares	+500	+$692.7K	$6.6M
12	Fifth Third Wealth Advisors LLC trimmed	Shares	-96	+$682.1K	$7.0M
13	Savoir Faire Capital Management, L.P. added	Shares	+5.2K	+$659.4K	$1.8M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.8K	+$633.5K	$4.4M
15	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.4K	+$610.9K	$4.9M
16	Oliver Luxxe Assets LLC trimmed	Shares	-50	+$575.3K	$5.9M
17	First American Bank trimmed	Shares	-214	+$426.5K	$4.5M
18	Gradient Investments LLC added	Shares	+1.8K	+$334.3K	$1.7M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.5K	+$295.5K	$5.4M
20	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-4.0K	+$273.0K	$6.6M
21	FULTON BANK, N.A. added	Shares	+1.2K	+$246.8K	$1.4M
22	Sowell Financial Services LLC added	Shares	+1.1K	+$246.0K	$1.5M
23	CONGRESS ASSET MANAGEMENT CO added	Shares	+1.9K	+$232.6K	$627.3K
24	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+856	+$229.8K	$1.5M
25	Catalyst Capital Advisors LLC trimmed	Shares	-1.2K	+$223.2K	$3.4M
26	Nilsine Partners, LLC added	Shares	+453	+$216.8K	$1.6M
27	Mechanics Bank Trust Department new	Shares	+2.1K	+$215.2K	$215.2K
28	TECTONIC ADVISORS LLC added	Shares	+1.4K	+$204.2K	$782.1K
29	Crossmark Global Holdings, Inc. added	Shares	+147	+$199.3K	$1.9M
30	EAGLE ROCK INVESTMENT COMPANY, LLC unchanged	Shares	0	+$197.2K	$2.0M
31	Ballentine Partners, LLC added	Shares	+1.2K	+$182.5K	$729.1K
32	Merit Financial Group, LLC trimmed	Shares	-90	+$170.7K	$1.8M
33	BFSG, LLC added	Shares	+286	+$161.5K	$1.4M
34	Triangle Securities Wealth Management trimmed	Shares	-174	+$142.8K	$1.6M
35	GREENLEAF TRUST added	Shares	+1.1K	+$139.7K	$429.2K
36	GAMMA Investing LLC added	Shares	+438	+$110.1K	$709.5K
37	United Asset Strategies, Inc. trimmed	Shares	-191	+$105.9K	$1.3M
38	SECURIAN ASSET MANAGEMENT, INC added	Shares	+30	+$85.1K	$1.6M
39	First Bank & Trust added	Shares	+375	+$77.4K	$436.1K
40	HMS Capital Management, LLC trimmed	Shares	-71	+$72.5K	$804.9K
41	Prospera Financial Services Inc added	Shares	+102	+$70.8K	$624.8K
42	Baader Bank Aktiengesellschaft added	Shares	+222	+$68.6K	$485.9K
43	Wellspring Financial Advisors, LLC added	Shares	+212	+$64.3K	$455.3K
44	Wedmont Private Capital added	Shares	+273	+$62.7K	$408.9K
45	OLD NATIONAL BANCORP /IN/ added	Shares	+191	+$55.5K	$385.5K
46	Fortitude Family Office, LLC added	Shares	+516	+$55.0K	$75.4K
47	CIDEL ASSET MANAGEMENT INC added	Shares	+270	+$54.5K	$301.3K
48	BENJAMIN EDWARDS INC trimmed	Shares	-1	+$53.3K	$543.4K
49	LVW Advisors, LLC added	Shares	+95	+$50.9K	$428.9K
50	IFP Advisors, Inc added	Shares	+146	+$48.5K	$356.8K

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