Filing Research | VICR - VICOR CORP Institutional Holdings

Snapshot holdings

50 / 96 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	112.4KSH	$42.7M
2	HERALD INVESTMENT MANAGEMENT Ltd	Shares	77.1KSH	$29.3M
3	CHAPIN DAVIS, INC.	Shares	44.2KSH	$16.8M
4	Bouvel Investment Partners, LLC	Shares	24.5KSH	$9.3M
5	Mason & Associates Inc	Shares	14.7KSH	$5.6M
6	OAK RIDGE INVESTMENTS LLC	Shares	11.9KSH	$4.5M
7	Police & Firemen's Retirement System of New Jersey	Shares	11.1KSH	$4.2M
8	Mirae Asset Global Investments Co., Ltd.	Shares	9.3KSH	$3.5M
9	WASHBURN CAPITAL MANAGEMENT, INC.	Shares	8.3KSH	$3.2M
10	Cornerstone Wealth Advisors, Inc.	Shares	8.1KSH	$3.1M
11	Louisiana State Employees Retirement System	Shares	6.8KSH	$2.6M
12	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	6.5KSH	$2.5M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.4KSH	$2.4M
14	DAVENPORT & Co LLC	Shares	6.2KSH	$2.3M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.8KSH	$2.1M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.6KSH	$2.1M
17	TrueMark Investments, LLC	Shares	5.2KSH	$2.0M
18	Sequoia Financial Advisors, LLC	Shares	5.0KSH	$1.9M
19	Curbstone Financial Management Corp	Shares	4.1KSH	$1.6M
20	Robeco Institutional Asset Management B.V.	Shares	4.1KSH	$1.5M
21	Leelyn Smith, LLC	Shares	3.8KSH	$1.4M
22	First Bank & Trust	Shares	3.7KSH	$1.4M
23	GRIFFIN ASSET MANAGEMENT, INC.	Shares	3.2KSH	$1.2M
24	SAPIENT CAPITAL LLC	Shares	3.1KSH	$1.2M
25	Y-Intercept (Hong Kong) Ltd	Shares	2.5KSH	$962.4K
26	Linden Thomas Advisory Services, LLC	Shares	1.8KSH	$685.5K
27	Certified Advisory Corp	Shares	1.6KSH	$610.6K
28	Crossmark Global Holdings, Inc.	Shares	1.6KSH	$597.0K
29	GAMMA Investing LLC	Shares	1.5KSH	$576.5K
30	China Universal Asset Management Co., Ltd.	Shares	1.5KSH	$569.7K
31	City Center Advisors, LLC	Shares	1.5KSH	$569.7K
32	LANARK FINANCIAL, INC.	Shares	1.4KSH	$534.4K
33	Merit Financial Group, LLC	Shares	1.3KSH	$480.4K
34	Abel Hall, LLC	Shares	1.2KSH	$456.9K
35	Spire Wealth Management	Shares	1.2KSH	$437.1K
36	Net Worth Advisory Group	Shares	1.1KSH	$433.5K
37	Range Financial Group LLC	Shares	1.1KSH	$421.2K
38	Interchange Capital Partners, LLC	Shares	1.1KSH	$414.3K
39	SECURIAN ASSET MANAGEMENT, INC	Shares	1.7KSH	$409.4K
40	CoreCap Advisors, LLC	Shares	1.1KSH	$404.1K
41	Tradewinds Capital Management, LLC	Shares	1.0KSH	$395.0K
42	Arista Wealth Management, LLC	Shares	1.0KSH	$379.8K
43	Fermata Advisors, LLC	Shares	965SH	$366.5K
44	INDEPENDENT FINANCIAL GROUP, LLC	Shares	840SH	$319.0K
45	EXCHANGE TRADED CONCEPTS, LLC	Shares	775SH	$294.3K
46	Fifth Third Wealth Advisors LLC	Shares	774SH	$293.9K
47	FSM Wealth Advisors, LLC	Shares	739SH	$280.6K
48	Park Capital Management, LLC / WI	Shares	727SH	$276.1K
49	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	719SH	$273.1K
50	Thomasville National Bank	Shares	695SH	$263.9K

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

50 / 101 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new	Shares	+112.4K	+$42.7M	$42.7M
2	CHAPIN DAVIS, INC. unchanged	Shares	0	+$9.7M	$16.8M
3	Bouvel Investment Partners, LLC trimmed	Shares	-413	+$5.3M	$9.3M
4	OAK RIDGE INVESTMENTS LLC new	Shares	+11.9K	+$4.5M	$4.5M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+4.9K	+$3.2M	$4.2M
6	Cornerstone Wealth Advisors, Inc. new	Shares	+8.1K	+$3.1M	$3.1M
7	Mason & Associates Inc trimmed	Shares	-3.0K	+$3.1M	$5.6M
8	Mirae Asset Global Investments Co., Ltd. added	Shares	+3.5K	+$2.6M	$3.5M
9	WASHBURN CAPITAL MANAGEMENT, INC. trimmed	Shares	-150	+$1.8M	$3.2M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.2K	+$1.7M	$2.1M
11	Robeco Institutional Asset Management B.V. new	Shares	+4.1K	+$1.5M	$1.5M
12	Louisiana State Employees Retirement System added	Shares	+200	+$1.5M	$2.6M
13	DAVENPORT & Co LLC added	Shares	+695	+$1.5M	$2.3M
14	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+6	+$1.4M	$2.5M
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-282	+$1.4M	$2.4M
16	TrueMark Investments, LLC added	Shares	+722	+$1.3M	$2.0M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-98	+$1.2M	$2.1M
18	GRIFFIN ASSET MANAGEMENT, INC. new	Shares	+3.2K	+$1.2M	$1.2M
19	Sequoia Financial Advisors, LLC trimmed	Shares	-953	+$932.4K	$1.9M
20	Curbstone Financial Management Corp trimmed	Shares	-100	+$880.9K	$1.6M
21	First Bank & Trust trimmed	Shares	-11	+$810.6K	$1.4M
22	SAPIENT CAPITAL LLC added	Shares	+226	+$705.0K	$1.2M
23	Leelyn Smith, LLC trimmed	Shares	-1.3K	+$619.2K	$1.4M
24	City Center Advisors, LLC new	Shares	+1.5K	+$569.7K	$569.7K
25	Merit Financial Group, LLC new	Shares	+1.3K	+$480.4K	$480.4K
26	Abel Hall, LLC new	Shares	+1.2K	+$456.9K	$456.9K
27	Interchange Capital Partners, LLC new	Shares	+1.1K	+$414.3K	$414.3K
28	CoreCap Advisors, LLC new	Shares	+1.1K	+$404.1K	$404.1K
29	Linden Thomas Advisory Services, LLC trimmed	Shares	-16	+$392.3K	$685.5K
30	Arista Wealth Management, LLC new	Shares	+1.0K	+$379.8K	$379.8K
31	Fermata Advisors, LLC new	Shares	+965	+$366.5K	$366.5K
32	Crossmark Global Holdings, Inc. added	Shares	+140	+$366.5K	$597.0K
33	GAMMA Investing LLC unchanged	Shares	0	+$332.1K	$576.5K
34	China Universal Asset Management Co., Ltd. unchanged	Shares	0	+$328.2K	$569.7K
35	LANARK FINANCIAL, INC. added	Shares	+78	+$320.4K	$534.4K
36	Certified Advisory Corp trimmed	Shares	-200	+$319.6K	$610.6K
37	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+840	+$319.0K	$319.0K
38	Fifth Third Wealth Advisors LLC new	Shares	+774	+$293.9K	$293.9K
39	FSM Wealth Advisors, LLC new	Shares	+739	+$280.6K	$280.6K
40	Park Capital Management, LLC / WI new	Shares	+727	+$276.1K	$276.1K
41	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+719	+$273.1K	$273.1K
42	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+689	+$261.7K	$261.7K
43	WT Wealth Management new	Shares	+677	+$257.1K	$257.1K
44	Spire Wealth Management unchanged	Shares	0	+$251.8K	$437.1K
45	UHLMANN PRICE SECURITIES, LLC new	Shares	+650	+$246.9K	$246.9K
46	FULTON BANK, N.A. new	Shares	+637	+$241.9K	$241.9K
47	BankChampaign, National Association new	Shares	+621	+$235.8K	$235.8K
48	Net Worth Advisory Group trimmed	Shares	-122	+$230.1K	$433.5K
49	WADDELL & ASSOCIATES, LLC new	Shares	+563	+$213.8K	$213.8K
50	SBI Securities Co., Ltd. added	Shares	+276	+$189.3K	$251.4K

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