Filing Research | WAY - WAYSTAR HOLDING CORP Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	1.6MSH	$33.5M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	426.4KSH	$8.8M
3	MARATHON CAPITAL MANAGEMENT	Shares	315.3KSH	$6.5M
4	Wedmont Private Capital	Shares	57.6KSH	$1.3M
5	Louisiana State Employees Retirement System	Shares	50.4KSH	$1.0M
6	Merit Financial Group, LLC	Shares	45.0KSH	$924.3K
7	DRIVE WEALTH MANAGEMENT, LLC	Shares	41.5KSH	$852.1K
8	Capricorn Fund Managers Ltd	Shares	33.7KSH	$692.2K
9	Police & Firemen's Retirement System of New Jersey	Shares	33.0KSH	$677.9K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	31.2KSH	$641.5K
11	GUIDANCE CAPITAL, INC	Shares	24.4KSH	$566.3K
12	BROWN WEALTH MANAGEMENT, LLC	Shares	20.1KSH	$413.0K
13	City Center Advisors, LLC	Shares	14.5KSH	$298.6K
14	Central Pacific Bank - Trust Division	Shares	10.8KSH	$222.1K
15	1620 INVESTMENT ADVISORS, INC.	Shares	7.6KSH	$155.2K
16	EverSource Wealth Advisors, LLC	Shares	6.7KSH	$137.8K
17	SBI Okasan Asset Management Co.Ltd.	Shares	5.8KSH	$115.9K
18	Farther Finance Advisors, LLC	Shares	4.8KSH	$97.1K
19	GAMMA Investing LLC	Shares	2.2KSH	$45.7K
20	IFP Advisors, Inc	Shares	839SH	$17.2K
21	FIRST HORIZON CORP	Shares	762SH	$15.6K
22	MassMutual Private Wealth & Trust, FSB	Shares	316SH	$6.5K
23	CoreCap Advisors, LLC	Shares	301SH	$6.2K
24	SBI Securities Co., Ltd.	Shares	298SH	$6.1K
25	Olistico Wealth, LLC	Shares	250SH	$5.1K
26	Versant Capital Management, Inc	Shares	216SH	$4.4K
27	High Note Wealth, LLC	Shares	81SH	$1.7K
28	FARMERS & MERCHANTS INVESTMENTS INC	Shares	55SH	$1.1K
29	True Wealth Design, LLC	Shares	48SH	$986
30	State of Alaska, Department of Revenue	Shares	37.9KSH	$778
31	Handelsbanken Fonder AB	Shares	37.3KSH	$766
32	SIGNATUREFD, LLC	Shares	35SH	$719
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	32.9KSH	$676
34	AMALGAMATED BANK	Shares	30.8KSH	$633
35	JFS WEALTH ADVISORS, LLC	Shares	28SH	$575
36	Creative Capital Management Investments LLC	Shares	13SH	$267
37	GILPIN WEALTH MANAGEMENT, LLC	Shares	11SH	$226
38	SJS Investment Consulting Inc.	Shares	6SH	$124
39	Davis Capital Management	Shares	6SH	$123
40	LRI Investments, LLC	Shares	2SH	$41
41	MARYLAND CAPITAL ADVISORS INC.	Shares	1SH	$21

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

50 / 55 loaded

#		Instrument
1	MARATHON CAPITAL MANAGEMENT new	Shares	+315.3K	+$6.5M	$6.5M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+402.0K	+$3.9M	$33.5M
3	Wedmont Private Capital new	Shares	+57.6K	+$1.3M	$1.3M
4	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+41.5K	+$852.1K	$852.1K
5	Merit Financial Group, LLC added	Shares	+34.6K	+$672.0K	$924.3K
6	BROWN WEALTH MANAGEMENT, LLC new	Shares	+20.1K	+$413.0K	$413.0K
7	GUIDANCE CAPITAL, INC added	Shares	+1.5K	+$93.1K	$566.3K
8	City Center Advisors, LLC added	Shares	+4.4K	+$54.4K	$298.6K
9	1620 INVESTMENT ADVISORS, INC. added	Shares	+2.6K	+$34.9K	$155.2K
10	Central Pacific Bank - Trust Division added	Shares	+2.6K	+$25.2K	$222.1K
11	CoreCap Advisors, LLC new	Shares	+301	+$6.2K	$6.2K
12	SBI Securities Co., Ltd. added	Shares	+128	+$2.0K	$6.1K
13	High Note Wealth, LLC new	Shares	+81	+$1.7K	$1.7K
14	IFP Advisors, Inc added	Shares	+153	+$686	$17.2K
15	MassMutual Private Wealth & Trust, FSB added	Shares	+75	+$676	$6.5K
16	JFS WEALTH ADVISORS, LLC new	Shares	+28	+$575	$575
17	Creative Capital Management Investments LLC new	Shares	+13	+$267	$267
18	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+11	+$226	$226
19	Handelsbanken Fonder AB added	Shares	+12.8K	+$175	$766
20	Davis Capital Management new	Shares	+6	+$123	$123
21	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+8.6K	+$90	$676
22	LRI Investments, LLC new	Shares	+2	+$41	$41
23	Hughes Financial Services, LLC exited	Shares	-2	-$48	$0
24	AMALGAMATED BANK trimmed	Shares	-2.1K	-$160	$633
25	Fortitude Family Office, LLC exited	Shares	-7	-$169	$0
26	Vermillion Wealth Management, Inc. exited	Shares	-7	-$169	$0
27	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$197	$1.1K
28	Physician Wealth Advisors, Inc. exited	Shares	-18	-$434	$0
29	Bogart Wealth, LLC exited	Shares	-21	-$506	$0
30	State of Alaska, Department of Revenue trimmed	Shares	-18.7K	-$585	$778
31	Cedar Mountain Advisors, LLC exited	Shares	-29	-$699	$0
32	Olistico Wealth, LLC unchanged	Shares	0	-$895	$5.1K
33	AdvisorNet Financial, Inc exited	Shares	-41	-$989	$0
34	Marquette Asset Management, LLC exited	Shares	-56	-$1.4K	$0
35	True Wealth Design, LLC trimmed	Shares	-91	-$2.4K	$986
36	Owl Creek Wealth Partners LLC exited	Shares	-140	-$3.4K	$0
37	SJS Investment Consulting Inc. trimmed	Shares	-176	-$4.3K	$124
38	FIRST HORIZON CORP trimmed	Shares	-77	-$4.6K	$15.6K
39	EverSource Wealth Advisors, LLC added	Shares	+716	-$6.8K	$137.8K
40	Versant Capital Management, Inc trimmed	Shares	-351	-$9.2K	$4.4K
41	SIGNATUREFD, LLC trimmed	Shares	-451	-$11.0K	$719
42	Farther Finance Advisors, LLC added	Shares	+32	-$15.2K	$97.1K
43	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	-$20.2K	$115.9K
44	Police & Firemen's Retirement System of New Jersey added	Shares	+3.0K	-$45.4K	$677.9K
45	RiverPark Advisors, LLC exited	Shares	-2.7K	-$65.4K	$0
46	GAMMA Investing LLC trimmed	Shares	-3.6K	-$95.8K	$45.7K
47	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+192	-$107.2K	$641.5K
48	Louisiana State Employees Retirement System trimmed	Shares	-500	-$192.5K	$1.0M
49	Sequoia Financial Advisors, LLC exited	Shares	-8.4K	-$202.6K	$0
50	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-8.6K	-$207.1K	$0

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