Filing Research | USPH - U.S. PHYSICAL THERAPY INC Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	381.1KSH	$26.2M
2	JOHNSON INVESTMENT COUNSEL INC	Shares	34.5KSH	$2.4M
3	PENN DAVIS MCFARLAND INC	Shares	29.7KSH	$2.0M
4	CHATHAM CAPITAL GROUP, INC.	Shares	18.2KSH	$1.2M
5	True North Advisors, LLC	Shares	16.1KSH	$1.1M
6	LANARK FINANCIAL, INC.	Shares	12.9KSH	$886.0K
7	Martin Capital Advisors, LLP	Shares	11.6KSH	$796.7K
8	Morningstar Investment Management LLC	Shares	6.7KSH	$499.1K
9	Louisiana State Employees Retirement System	Shares	6.7KSH	$460.2K
10	Legacy Wealth Asset Management, LLC	Shares	6.7KSH	$459.9K
11	CWC Advisors, LLC.	Shares	4.2KSH	$288.1K
12	Police & Firemen's Retirement System of New Jersey	Shares	4.2KSH	$286.0K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	4.1KSH	$283.4K
14	City Center Advisors, LLC	Shares	4.1KSH	$282.8K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	3.6KSH	$247.9K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.3KSH	$242.3K
17	TOWER TRUST & INVESTMENT Co	Shares	400SH	$27.5K
18	CoreCap Advisors, LLC	Shares	281SH	$19.3K
19	FIRST HORIZON CORP	Shares	208SH	$14.3K
20	Blue Trust, Inc.	Shares	198SH	$13.6K
21	EverSource Wealth Advisors, LLC	Shares	136SH	$9.3K
22	Farther Finance Advisors, LLC	Shares	96SH	$6.6K
23	WOLFF WIESE MAGANA LLC	Shares	78SH	$5.4K
24	GAMMA Investing LLC	Shares	70SH	$4.8K
25	Abound Wealth Management	Shares	50SH	$3.4K
26	IFP Advisors, Inc	Shares	34SH	$2.3K
27	MassMutual Private Wealth & Trust, FSB	Shares	32SH	$2.2K
28	Fortitude Family Office, LLC	Shares	26SH	$1.8K
29	FARMERS & MERCHANTS INVESTMENTS INC	Shares	11SH	$755
30	WEBSTER BANK, N. A.	Shares	11SH	$755
31	HORIZON FINANCIAL SERVICES, LLC	Shares	7SH	$481
32	State of Alaska, Department of Revenue	Shares	5.8KSH	$398
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	4.4KSH	$301
34	AMALGAMATED BANK	Shares	4.1KSH	$281
35	WEST PACES ADVISORS INC.	Shares	4SH	$275
36	JFS WEALTH ADVISORS, LLC	Shares	2SH	$138
37	Davis Capital Management	Shares	1SH	$69
38	GILPIN WEALTH MANAGEMENT, LLC	Shares	1SH	$69

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

47 / 47 loaded

#		Instrument
1	City Center Advisors, LLC new	Shares	+4.1K	+$282.8K	$282.8K
2	LANARK FINANCIAL, INC. added	Shares	+4.8K	+$277.0K	$886.0K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+531	+$35.1K	$242.3K
4	True North Advisors, LLC added	Shares	+1.7K	+$25.2K	$1.1M
5	CoreCap Advisors, LLC added	Shares	+151	+$9.6K	$19.3K
6	Farther Finance Advisors, LLC added	Shares	+51	+$3.2K	$6.6K
7	Fortitude Family Office, LLC new	Shares	+26	+$1.8K	$1.8K
8	WEBSTER BANK, N. A. new	Shares	+11	+$755	$755
9	MassMutual Private Wealth & Trust, FSB added	Shares	+10	+$549	$2.2K
10	HORIZON FINANCIAL SERVICES, LLC new	Shares	+7	+$481	$481
11	WEST PACES ADVISORS INC. new	Shares	+4	+$275	$275
12	JFS WEALTH ADVISORS, LLC new	Shares	+2	+$138	$138
13	Davis Capital Management new	Shares	+1	+$69	$69
14	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+481	+$8	$301
15	Capital Advisors, Ltd. LLC exited	Shares	-3	$0	$0
16	Morningstar Investment Management LLC unchanged	Shares	0	$0	$499.1K
17	AMALGAMATED BANK trimmed	Shares	-289	-$47	$281
18	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$70	$755
19	Handelsbanken Fonder AB exited	Shares	-3.0K	-$225	$0
20	State of Alaska, Department of Revenue trimmed	Shares	-2.6K	-$229	$398
21	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-4	-$306	$69
22	Abound Wealth Management unchanged	Shares	0	-$314	$3.4K
23	PARK AVENUE SECURITIES LLC exited	Shares	-4.7K	-$353	$0
24	IFP Advisors, Inc trimmed	Shares	-3	-$439	$2.3K
25	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$489	$5.4K
26	Blue Trust, Inc. unchanged	Shares	0	-$1.2K	$13.6K
27	Versant Capital Management, Inc exited	Shares	-21	-$1.6K	$0
28	TOWER TRUST & INVESTMENT Co unchanged	Shares	0	-$2.5K	$27.5K
29	Sound Income Strategies, LLC exited	Shares	-67	-$5.0K	$0
30	FIRST HORIZON CORP trimmed	Shares	-53	-$5.3K	$14.3K
31	EverSource Wealth Advisors, LLC trimmed	Shares	-101	-$8.4K	$9.3K
32	SIGNATUREFD, LLC exited	Shares	-157	-$11.8K	$0
33	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$26.1K	$286.0K
34	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-4	-$26.2K	$283.4K
35	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-151	-$34.0K	$247.9K
36	CWC Advisors, LLC. trimmed	Shares	-207	-$41.9K	$288.1K
37	Louisiana State Employees Retirement System unchanged	Shares	0	-$42.1K	$460.2K
38	GAMMA Investing LLC trimmed	Shares	-733	-$55.4K	$4.8K
39	Center for Financial Planning, Inc. exited	Shares	-1.0K	-$75.0K	$0
40	CHATHAM CAPITAL GROUP, INC. trimmed	Shares	-211	-$129.9K	$1.2M
41	Martin Capital Advisors, LLP trimmed	Shares	-1.1K	-$152.3K	$796.7K
42	PENN DAVIS MCFARLAND INC unchanged	Shares	0	-$186.6K	$2.0M
43	Legacy Wealth Asset Management, LLC trimmed	Shares	-2.2K	-$205.2K	$459.9K
44	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-111	-$224.8K	$2.4M
45	BENJAMIN EDWARDS INC exited	Shares	-4.4K	-$329.7K	$0
46	Conestoga Capital Advisors, LLC exited	Shares	-15.3K	-$1.1M	$0
47	Boston Trust Walden Corp trimmed	Shares	-19.0K	-$3.8M	$26.2M