Filing Research | VST - VISTRA CORP Institutional Holdings

Snapshot holdings

50 / 344 loaded

#		Instrument	quantity
1	SAPIENT CAPITAL LLC	Shares	688.0KSH	$109.1M
2	MEITAV INVESTMENT HOUSE LTD	Shares	508.8KSH	$80.7M
3	Egerton Capital (UK) LLP	Shares	485.3KSH	$77.0M
4	GUYASUTA INVESTMENT ADVISORS INC	Shares	364.8KSH	$57.9M
5	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	330.3KSH	$52.4M
6	Carmel Capital Management L.L.C.	Shares	256.3KSH	$40.7M
7	Empire Life Investments Inc.	Shares	253.4KSH	$40.2M
8	ARS Investment Partners, LLC	Shares	248.0KSH	$39.3M
9	EXCHANGE TRADED CONCEPTS, LLC	Shares	188.8KSH	$30.0M
10	Mirae Asset Global Investments Co., Ltd.	Shares	187.7KSH	$29.8M
11	KIRR MARBACH & CO LLC /IN/	Shares	162.9KSH	$25.8M
12	Fisher Funds Management LTD	Shares	151.0KSH	$23.9M
13	Northside Capital Management, LLC	Shares	139.8KSH	$22.2M
14	Union Bancaire Privee, UBP SA	Shares	138.1KSH	$20.4M
15	Bensler, LLC	Shares	96.3KSH	$15.3M
16	CONGRESS ASSET MANAGEMENT CO	Shares	92.4KSH	$14.7M
17	BOURGEON CAPITAL MANAGEMENT LLC	Shares	90.6KSH	$14.4M
18	Czech National Bank	Shares	90.2KSH	$14.3M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	81.0KSH	$12.9M
20	Capricorn Fund Managers Ltd	Shares	80.0KSH	$12.7M
21	Mountain Hill Investment Partners Corp.	Shares	75.5KSH	$12.0M
22	Teamwork Financial Advisors, LLC	Shares	74.0KSH	$11.7M
23	IFP Advisors, Inc	Shares	72.2KSH	$11.5M
24	QRG CAPITAL MANAGEMENT, INC.	Shares	70.8KSH	$11.2M
25	CAMPBELL CAPITAL MANAGEMENT INC	Shares	63.8KSH	$10.1M
26	IFM Investors Pty Ltd	Shares	62.3KSH	$9.9M
27	PensionDanmark Pensionsforsikringsaktieselskab	Shares	61.4KSH	$9.7M
28	Robeco Institutional Asset Management B.V.	Shares	60.2KSH	$9.6M
29	Police & Firemen's Retirement System of New Jersey	Shares	50.1KSH	$8.0M
30	DAVENPORT & Co LLC	Shares	48.4KSH	$7.7M
31	Y-Intercept (Hong Kong) Ltd	Shares	47.8KSH	$7.6M
32	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	45.4KSH	$7.2M
33	BNC WEALTH MANAGEMENT, LLC	Shares	41.0KSH	$6.5M
34	Ellsworth Advisors, LLC	Shares	39.8KSH	$6.4M
35	Consolidated Investment Group LLC	Shares	39.5KSH	$6.3M
36	Hudson Capital Management LLC	Shares	38.4KSH	$6.1M
37	Haven Capital Group, Inc.	Shares	17.7KSH	$5.9M
38	Crossmark Global Holdings, Inc.	Shares	37.2KSH	$5.9M
39	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	35.2KSH	$5.6M
40	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	35.2KSH	$5.6M
41	VIKING FUND MANAGEMENT LLC	Shares	35.0KSH	$5.6M
42	FACTORY MUTUAL INSURANCE CO	Shares	34.3KSH	$5.4M
43	Fifth Third Wealth Advisors LLC	Shares	33.4KSH	$5.3M
44	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	32.2KSH	$5.1M
45	Royal Fund Management, LLC	Shares	32.2KSH	$5.1M
46	Fideuram Asset Management (Ireland) dac	Shares	29.0KSH	$4.7M
47	D.A. DAVIDSON & CO.	Shares	29.2KSH	$4.6M
48	First American Bank	Shares	26.9KSH	$4.3M
49	Dynamic Advisor Solutions LLC	Shares	22.0KSH	$3.5M
50	Asio Capital, LLC	Shares	21.1KSH	$3.3M

Scroll to load more

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

50 / 379 loaded

#		Instrument
1	Egerton Capital (UK) LLP new	Shares	+485.3K	+$77.0M	$77.0M
2	Capricorn Fund Managers Ltd new	Shares	+80.0K	+$12.7M	$12.7M
3	ARS Investment Partners, LLC added	Shares	+57.1K	+$10.6M	$39.3M
4	CAMPBELL CAPITAL MANAGEMENT INC added	Shares	+6.5K	+$10.1M	$10.1M
5	MEITAV INVESTMENT HOUSE LTD added	Shares	+34.5K	+$9.4M	$80.7M
6	Y-Intercept (Hong Kong) Ltd new	Shares	+47.8K	+$7.6M	$7.6M
7	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+29.8K	+$7.2M	$52.4M
8	Ellsworth Advisors, LLC new	Shares	+39.8K	+$6.4M	$6.4M
9	Haven Capital Group, Inc. new	Shares	+17.7K	+$5.9M	$5.9M
10	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new	Shares	+35.2K	+$5.6M	$5.6M
11	SAPIENT CAPITAL LLC trimmed	Shares	-2.6K	+$5.3M	$109.1M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+29.5K	+$5.1M	$12.9M
13	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+19.8K	+$4.5M	$30.0M
14	Fideuram Asset Management (Ireland) dac added	Shares	+27.9K	+$4.5M	$4.7M
15	Asio Capital, LLC new	Shares	+21.1K	+$3.3M	$3.3M
16	Palouse Capital Management, Inc. new	Shares	+19.8K	+$3.1M	$3.1M
17	Vanderbilt University new	Shares	+19.6K	+$3.1M	$3.1M
18	GUYASUTA INVESTMENT ADVISORS INC trimmed	Shares	-372	+$3.0M	$57.9M
19	Fisher Funds Management LTD added	Shares	+10.9K	+$2.9M	$23.9M
20	D.A. DAVIDSON & CO. added	Shares	+16.2K	+$2.7M	$4.6M
21	VIKING FUND MANAGEMENT LLC added	Shares	+15.0K	+$2.5M	$5.6M
22	DAVENPORT & Co LLC added	Shares	+13.6K	+$2.5M	$7.7M
23	Carmel Capital Management L.L.C. added	Shares	+1.4K	+$2.3M	$40.7M
24	Consolidated Investment Group LLC added	Shares	+12.5K	+$2.2M	$6.3M
25	Northside Capital Management, LLC added	Shares	+6.6K	+$2.1M	$22.2M
26	QRG CAPITAL MANAGEMENT, INC. added	Shares	+9.6K	+$2.0M	$11.2M
27	Bensler, LLC added	Shares	+6.3K	+$1.8M	$15.3M
28	NEW WAVE WEALTH ADVISORS LLC added	Shares	+10.2K	+$1.6M	$2.1M
29	Cache Advisors, LLC new	Shares	+10.2K	+$1.6M	$1.6M
30	Paradiem, LLC new	Shares	+9.1K	+$1.4M	$1.4M
31	KIRR MARBACH & CO LLC /IN/ trimmed	Shares	-397	+$1.3M	$25.8M
32	Czech National Bank added	Shares	+3.5K	+$1.3M	$14.3M
33	Princeton Global Asset Management LLC added	Shares	+7.7K	+$1.2M	$1.4M
34	IFP Advisors, Inc added	Shares	+4.1K	+$1.2M	$11.5M
35	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+4.5K	+$1.2M	$9.7M
36	CONGRESS ASSET MANAGEMENT CO added	Shares	+2.6K	+$1.2M	$14.7M
37	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+6.9K	+$1.1M	$1.1M
38	Walser Wealth Management Company, A Ltd Liability Co added	Shares	+6.2K	+$1.0M	$1.4M
39	WEALTHEDGE INVESTMENT ADVISORS, LLC new	Shares	+6.0K	+$953.2K	$953.2K
40	Citizens National Bank Trust Department added	Shares	+4.8K	+$883.9K	$3.2M
41	Northstar Advisory Group, LLC new	Shares	+5.4K	+$858.3K	$858.3K
42	Brookwood Investment Group LLC new	Shares	+5.3K	+$845.0K	$845.0K
43	Royal Fund Management, LLC added	Shares	+3.8K	+$842.8K	$5.1M
44	Prospera Financial Services Inc added	Shares	+4.7K	+$837.5K	$2.5M
45	BOURGEON CAPITAL MANAGEMENT LLC added	Shares	+551	+$835.0K	$14.4M
46	Formidable Asset Management, LLC new	Shares	+5.4K	+$809.3K	$809.3K
47	Sunpointe, LLC new	Shares	+4.9K	+$779.9K	$779.9K
48	Mountain Hill Investment Partners Corp. added	Shares	+900	+$761.8K	$12.0M
49	Empire Life Investments Inc. trimmed	Shares	-2.9K	+$735.0K	$40.2M
50	Curated Wealth Partners LLC new	Shares	+494.2K	+$704.3K	$704.3K

Scroll to load more