Filing Research | VSTS - VESTIS CORPORATION Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	QSM Asset Management Ltd	Shares	442.4KSH	$6.4M
2	Decker Retirement Planning Inc.	Shares	286.7KSH	$4.2M
3	Pacific Point Advisors, LLC	Shares	211.5KSH	$3.1M
4	Y-Intercept (Hong Kong) Ltd	Shares	135.8KSH	$2.0M
5	Range Financial Group LLC	Shares	117.6KSH	$1.7M
6	Louisiana State Employees Retirement System	Shares	49.2KSH	$714.4K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.5KSH	$443.0K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	30.0KSH	$435.7K
9	DRIVE WEALTH MANAGEMENT, LLC	Shares	28.3KSH	$410.6K
10	Police & Firemen's Retirement System of New Jersey	Shares	27.4KSH	$398.3K
11	Merit Financial Group, LLC	Shares	27.1KSH	$393.4K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	26.6KSH	$386.6K
13	Impact Capital Partners LLC	Shares	20.7KSH	$300.6K
14	Abacus Planning Group, Inc.	Shares	18.8KSH	$272.9K
15	Wedmont Private Capital	Shares	13.5KSH	$196.8K
16	Carnegie Lake Advisors LLC	Shares	11.7KSH	$170.2K
17	McGlone Suttner Wealth Management, Inc.	Shares	11.4KSH	$165.5K
18	BFSG, LLC	Shares	8.0KSH	$116.2K
19	Versant Capital Management, Inc	Shares	5.6KSH	$81.4K
20	Farther Finance Advisors, LLC	Shares	5.2KSH	$76.8K
21	GAMMA Investing LLC	Shares	4.2KSH	$61.5K
22	Founders Capital Management	Shares	3.0KSH	$43.6K
23	EverSource Wealth Advisors, LLC	Shares	1.8KSH	$25.8K
24	Owl Creek Wealth Partners LLC	Shares	1.4KSH	$19.9K
25	SIGNATUREFD, LLC	Shares	875SH	$12.7K
26	MassMutual Private Wealth & Trust, FSB	Shares	863SH	$12.5K
27	Raleigh Capital Management Inc.	Shares	276SH	$4.0K
28	SJS Investment Consulting Inc.	Shares	215SH	$3.1K
29	Wilkerson Advisory Group LLC	Shares	160SH	$2.3K
30	Cedar Mountain Advisors, LLC	Shares	138SH	$2.0K
31	IFP Advisors, Inc	Shares	98SH	$1.4K
32	CoreCap Advisors, LLC	Shares	68SH	$987
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	64.1KSH	$930
34	Hughes Financial Services, LLC	Shares	60SH	$871
35	FARMERS & MERCHANTS INVESTMENTS INC	Shares	56SH	$813
36	SBI Securities Co., Ltd.	Shares	51SH	$741
37	WOLFF WIESE MAGANA LLC	Shares	50SH	$726
38	State of Alaska, Department of Revenue	Shares	44.0KSH	$637
39	GILPIN WEALTH MANAGEMENT, LLC	Shares	32SH	$465
40	AMALGAMATED BANK	Shares	29.6KSH	$430
41	True Wealth Design, LLC	Shares	28SH	$407
42	Bogart Wealth, LLC	Shares	26SH	$383
43	LANARK FINANCIAL, INC.	Shares	25SH	$363
44	Fortitude Family Office, LLC	Shares	17SH	$247
45	JFS WEALTH ADVISORS, LLC	Shares	16SH	$233
46	Abound Wealth Management	Shares	10SH	$146
47	Davis Capital Management	Shares	6SH	$87
48	FIRST HORIZON CORP	Shares	5SH	$73
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	3SH	$44
50	Activest Wealth Management	Shares	0SH	$0

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

50 / 55 loaded

#		Instrument
1	Decker Retirement Planning Inc. new	Shares	+286.7K	+$4.2M	$4.2M
2	QSM Asset Management Ltd unchanged	Shares	0	+$3.0M	$6.4M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+135.8K	+$2.0M	$2.0M
4	Range Financial Group LLC new	Shares	+117.6K	+$1.7M	$1.7M
5	Pacific Point Advisors, LLC added	Shares	+33.2K	+$1.7M	$3.1M
6	Louisiana State Employees Retirement System trimmed	Shares	-500	+$323.7K	$714.4K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+3.5K	+$209.9K	$398.3K
8	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+5	+$199.9K	$435.7K
9	Impact Capital Partners LLC added	Shares	+7.5K	+$196.7K	$300.6K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.4K	+$193.4K	$443.0K
11	DRIVE WEALTH MANAGEMENT, LLC trimmed	Shares	-6	+$188.3K	$410.6K
12	Merit Financial Group, LLC trimmed	Shares	-629	+$175.5K	$393.4K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.1K	+$168.6K	$386.6K
14	Wedmont Private Capital unchanged	Shares	0	+$86.3K	$196.8K
15	Carnegie Lake Advisors LLC trimmed	Shares	-750	+$72.2K	$170.2K
16	Abacus Planning Group, Inc. trimmed	Shares	-7.0K	+$70.4K	$272.9K
17	McGlone Suttner Wealth Management, Inc. trimmed	Shares	-3.2K	+$50.6K	$165.5K
18	Versant Capital Management, Inc added	Shares	+11	+$37.4K	$81.4K
19	Farther Finance Advisors, LLC added	Shares	+138	+$36.9K	$76.8K
20	GAMMA Investing LLC trimmed	Shares	-234	+$26.4K	$61.5K
21	Founders Capital Management unchanged	Shares	0	+$20.0K	$43.6K
22	EverSource Wealth Advisors, LLC added	Shares	+460	+$15.4K	$25.8K
23	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$9.1K	$19.9K
24	SIGNATUREFD, LLC unchanged	Shares	0	+$5.8K	$12.7K
25	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$5.7K	$12.5K
26	SJS Investment Consulting Inc. new	Shares	+215	+$3.1K	$3.1K
27	Raleigh Capital Management Inc. unchanged	Shares	0	+$1.8K	$4.0K
28	Wilkerson Advisory Group LLC unchanged	Shares	0	+$1.1K	$2.3K
29	CoreCap Advisors, LLC new	Shares	+68	+$987	$987
30	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$919	$2.0K
31	Hughes Financial Services, LLC added	Shares	+56	+$840	$871
32	IFP Advisors, Inc trimmed	Shares	-20	+$496	$1.4K
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+7.8K	+$488	$930
34	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$373	$813
35	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$333	$726
36	SBI Securities Co., Ltd. trimmed	Shares	-8	+$277	$741
37	Fortitude Family Office, LLC new	Shares	+17	+$247	$247
38	JFS WEALTH ADVISORS, LLC new	Shares	+16	+$233	$233
39	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$213	$465
40	Bogart Wealth, LLC unchanged	Shares	0	+$176	$383
41	AMALGAMATED BANK trimmed	Shares	-2.8K	+$175	$430
42	LANARK FINANCIAL, INC. unchanged	Shares	0	+$167	$363
43	State of Alaska, Department of Revenue trimmed	Shares	-18.4K	+$147	$637
44	Abound Wealth Management unchanged	Shares	0	+$67	$146
45	FIRST HORIZON CORP unchanged	Shares	0	+$34	$73
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$21	$44
47	Activest Wealth Management new	Shares	0	$0	$0
48	Scarborough Advisors, LLC exited	Shares	-1	-$8	$0
49	Davis Capital Management trimmed	Shares	-12	-$54	$87
50	True Wealth Design, LLC trimmed	Shares	-60	-$285	$407

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