Filing Research | WFRD - WEATHERFORD INTERNATIONAL PLC Institutional Holdings

Snapshot holdings

50 / 73 loaded

#		Instrument	quantity
1	Canoe Financial LP	Shares	682.1KSH	$55.6M
2	Vest Financial, LLC	Shares	254.6KSH	$20.7M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	125.6KSH	$10.2M
4	Insight Wealth Strategies, LLC	Shares	64.0KSH	$5.1M
5	Fideuram Asset Management (Ireland) dac	Shares	46.0KSH	$4.7M
6	Crossmark Global Holdings, Inc.	Shares	51.3KSH	$4.2M
7	Spire Wealth Management	Shares	51.0KSH	$4.2M
8	WEST MICHIGAN ADVISORS, LLC	Shares	28.0KSH	$2.6M
9	Assenagon Asset Management S.A.	Shares	31.3KSH	$2.5M
10	Police & Firemen's Retirement System of New Jersey	Shares	31.2KSH	$2.5M
11	Y-Intercept (Hong Kong) Ltd	Shares	22.5KSH	$1.8M
12	Louisiana State Employees Retirement System	Shares	21.0KSH	$1.7M
13	Gradient Investments LLC	Shares	20.5KSH	$1.7M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	19.7KSH	$1.6M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	17.2KSH	$1.4M
16	Diversified Trust Co	Shares	16.1KSH	$1.3M
17	Oliver Luxxe Assets LLC	Shares	14.9KSH	$1.2M
18	SummerHaven Investment Management, LLC	Shares	13.6KSH	$1.1M
19	Foster Group, Inc.	Shares	9.1KSH	$739.2K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.8KSH	$486.6K
21	SECURIAN ASSET MANAGEMENT, INC	Shares	5.3KSH	$426.6K
22	GATEWAY INVESTMENT ADVISERS LLC	Shares	4.2KSH	$338.9K
23	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.0KSH	$329.1K
24	QP WEALTH MANAGEMENT, LLC	Shares	3.6KSH	$294.0K
25	Sequoia Financial Advisors, LLC	Shares	3.4KSH	$274.3K
26	Blue Trust, Inc.	Shares	3.0KSH	$244.8K
27	Robeco Institutional Asset Management B.V.	Shares	2.9KSH	$232.4K
28	Legacy Wealth Asset Management, LLC	Shares	2.6KSH	$207.9K
29	Merit Financial Group, LLC	Shares	2.5KSH	$206.7K
30	GAMMA Investing LLC	Shares	2.2KSH	$178.6K
31	Barnes Dennig Private Wealth Management LLC	Shares	1.6KSH	$128.4K
32	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.2KSH	$95.8K
33	SIGNATUREFD, LLC	Shares	1.1KSH	$88.1K
34	Farther Finance Advisors, LLC	Shares	984SH	$80.2K
35	EverSource Wealth Advisors, LLC	Shares	790SH	$64.4K
36	Versant Capital Management, Inc	Shares	675SH	$55.0K
37	AMERICAN NATIONAL BANK & TRUST	Shares	589SH	$48.0K
38	Oakworth Capital, Inc.	Shares	563SH	$45.2K
39	MassMutual Private Wealth & Trust, FSB	Shares	503SH	$41.0K
40	LANARK FINANCIAL, INC.	Shares	421SH	$34.3K
41	IFP Advisors, Inc	Shares	313SH	$25.5K
42	AdvisorNet Financial, Inc	Shares	197SH	$16.1K
43	Fortitude Family Office, LLC	Shares	162SH	$13.2K
44	High Note Wealth, LLC	Shares	110SH	$9.0K
45	FARMERS & MERCHANTS INVESTMENTS INC	Shares	65SH	$5.3K
46	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	61.7KSH	$5.0K
47	Valued Wealth Advisors LLC	Shares	59SH	$4.8K
48	CX Institutional	Shares	47.7KSH	$3.9K
49	Owl Creek Wealth Partners LLC	Shares	45SH	$3.7K
50	JFS WEALTH ADVISORS, LLC	Shares	44SH	$3.6K

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

50 / 82 loaded

#		Instrument
1	Vest Financial, LLC added	Shares	+150.3K	+$10.9M	$20.7M
2	Canoe Financial LP added	Shares	+152.9K	+$5.5M	$55.6M
3	Fideuram Asset Management (Ireland) dac new	Shares	+46.0K	+$4.7M	$4.7M
4	Foster Group, Inc. new	Shares	+9.1K	+$739.2K	$739.2K
5	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+4.2K	+$338.9K	$338.9K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.4K	+$67.2K	$486.6K
7	IFP Advisors, Inc added	Shares	+131	+$8.3K	$25.5K
8	LANARK FINANCIAL, INC. added	Shares	+137	+$7.5K	$34.3K
9	Valued Wealth Advisors LLC added	Shares	+57	+$4.6K	$4.8K
10	High Note Wealth, LLC added	Shares	+50	+$3.3K	$9.0K
11	Creative Capital Management Investments LLC new	Shares	+17	+$1.4K	$1.4K
12	Wealth Enhancement Trust Services, Inc. new	Shares	+17	+$1.4K	$1.4K
13	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+171	+$805	$95.8K
14	LRI Investments, LLC new	Shares	+6	+$489	$489
15	SBI Securities Co., Ltd. added	Shares	+6	+$450	$734
16	Bogart Wealth, LLC added	Shares	+5	+$264	$1.3K
17	Activest Wealth Management new	Shares	+2	+$163	$163
18	Hughes Financial Services, LLC added	Shares	+1	+$68	$163
19	WEST MICHIGAN ADVISORS, LLC unchanged	Shares	0	$0	$2.6M
20	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$1	$10
21	Matrix Trust Co exited	Shares	-223	-$21	$0
22	3 FACTOR INDEXING, LLC unchanged	Shares	0	-$27	$163
23	Founders Capital Management unchanged	Shares	0	-$65	$408
24	Quaker Wealth Management, LLC unchanged	Shares	0	-$65	$408
25	Bear Mountain Capital, Inc. unchanged	Shares	0	-$91	$410
26	SJS Investment Consulting Inc. unchanged	Shares	0	-$105	$652
27	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$131	$815
28	TFC Financial Management, Inc. unchanged	Shares	0	-$144	$897
29	Cromwell Holdings LLC unchanged	Shares	0	-$170	$1.1K
30	JFS WEALTH ADVISORS, LLC added	Shares	+4	-$198	$3.6K
31	Torren Management, LLC exited	Shares	-3	-$284	$0
32	Sachetta, LLC added	Shares	+1	-$389	$3.0K
33	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$405	$2.5K
34	Vermillion Wealth Management, Inc. exited	Shares	-5	-$473	$0
35	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$589	$3.7K
36	AMALGAMATED BANK trimmed	Shares	-3.0K	-$700	$2.6K
37	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+764	-$735	$5.0K
38	True Wealth Design, LLC trimmed	Shares	-6	-$803	$1.5K
39	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$850	$5.3K
40	State of Alaska, Department of Revenue trimmed	Shares	-4.0K	-$952	$3.5K
41	CX Institutional trimmed	Shares	-4.8K	-$1.1K	$3.9K
42	Fortitude Family Office, LLC added	Shares	+2	-$1.9K	$13.2K
43	EASTERN BANK exited	Shares	-42	-$4.0K	$0
44	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	-$7.7K	$48.0K
45	Oakworth Capital, Inc. unchanged	Shares	0	-$8.1K	$45.2K
46	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-25	-$8.9K	$41.0K
47	SIGNATUREFD, LLC added	Shares	+53	-$9.1K	$88.1K
48	AdvisorNet Financial, Inc trimmed	Shares	-71	-$9.3K	$16.1K
49	GAMMA Investing LLC added	Shares	+181	-$11.5K	$178.6K
50	Versant Capital Management, Inc trimmed	Shares	-121	-$20.3K	$55.0K

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