Filing Research | WHD - CACTUS INC Institutional Holdings

Snapshot holdings

50 / 64 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	1.0MSH	$53.0M
2	Boston Trust Walden Corp	Shares	810.6KSH	$41.5M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	379.7KSH	$19.5M
4	RIVERBRIDGE PARTNERS LLC	Shares	153.0KSH	$7.8M
5	Vest Financial, LLC	Shares	117.7KSH	$6.0M
6	Fideuram Asset Management (Ireland) dac	Shares	63.5KSH	$3.5M
7	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	62.1KSH	$3.2M
8	JOHNSON INVESTMENT COUNSEL INC	Shares	43.8KSH	$2.2M
9	Freedom Day Solutions, LLC	Shares	40.3KSH	$2.1M
10	Y-Intercept (Hong Kong) Ltd	Shares	39.2KSH	$2.0M
11	Louisiana State Employees Retirement System	Shares	30.4KSH	$1.6M
12	Police & Firemen's Retirement System of New Jersey	Shares	20.8KSH	$1.1M
13	Diversified Trust Co	Shares	20.0KSH	$1.0M
14	Morningstar Investment Management LLC	Shares	20.0KSH	$949.0K
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	18.4KSH	$943.2K
16	Harbour Capital Advisors, LLC	Shares	16.3KSH	$875.7K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.5KSH	$843.3K
18	D.A. DAVIDSON & CO.	Shares	8.9KSH	$456.6K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.4KSH	$451.1K
20	Curated Wealth Partners LLC	Shares	1.5KSH	$432.8K
21	Fifth Third Wealth Advisors LLC	Shares	7.8KSH	$400.2K
22	Yorktown Management & Research Co Inc	Shares	7.0KSH	$356.0K
23	CoreCap Advisors, LLC	Shares	6.3KSH	$320.9K
24	ANCHYRA PARTNERS LLC	Shares	5.7KSH	$290.0K
25	Crossmark Global Holdings, Inc.	Shares	5.0KSH	$256.6K
26	Park Capital Management, LLC / WI	Shares	5.0KSH	$255.8K
27	Sequoia Financial Advisors, LLC	Shares	4.9KSH	$250.2K
28	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.7KSH	$241.3K
29	GAMMA Investing LLC	Shares	2.5KSH	$129.7K
30	Central Pacific Bank - Trust Division	Shares	2.5KSH	$129.2K
31	Farther Finance Advisors, LLC	Shares	1.5KSH	$75.1K
32	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.1KSH	$58.1K
33	SBI Okasan Asset Management Co.Ltd.	Shares	1.0KSH	$49.6K
34	Versant Capital Management, Inc	Shares	846SH	$43.3K
35	EverSource Wealth Advisors, LLC	Shares	678SH	$34.7K
36	IFP Advisors, Inc	Shares	664SH	$34.0K
37	SIGNATUREFD, LLC	Shares	424SH	$21.7K
38	Cedar Mountain Advisors, LLC	Shares	338SH	$17.3K
39	MassMutual Private Wealth & Trust, FSB	Shares	215SH	$11.0K
40	SJS Investment Consulting Inc.	Shares	108SH	$5.5K
41	FIRST HORIZON CORP	Shares	87SH	$4.5K
42	Fortitude Family Office, LLC	Shares	59SH	$3.0K
43	JFS WEALTH ADVISORS, LLC	Shares	54SH	$2.8K
44	FARMERS & MERCHANTS INVESTMENTS INC	Shares	40SH	$2.0K
45	Blue Trust, Inc.	Shares	34SH	$1.7K
46	Spire Wealth Management	Shares	27SH	$1.4K
47	State of Alaska, Department of Revenue	Shares	25.4KSH	$1.3K
48	Hunter Perkins Capital Management, LLC	Shares	21.2KSH	$1.1K
49	Physician Wealth Advisors, Inc.	Shares	21SH	$1.1K
50	AMALGAMATED BANK	Shares	18.7KSH	$956

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

50 / 67 loaded

#		Instrument
1	RIVERBRIDGE PARTNERS LLC new	Shares	+153.0K	+$7.8M	$7.8M
2	Fideuram Asset Management (Ireland) dac added	Shares	+61.7K	+$3.4M	$3.5M
3	JOHNSON INVESTMENT COUNSEL INC new	Shares	+43.8K	+$2.2M	$2.2M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+39.2K	+$2.0M	$2.0M
5	Curated Wealth Partners LLC new	Shares	+1.5K	+$432.8K	$432.8K
6	Fifth Third Wealth Advisors LLC new	Shares	+7.8K	+$400.2K	$400.2K
7	CoreCap Advisors, LLC new	Shares	+6.3K	+$320.9K	$320.9K
8	ANCHYRA PARTNERS LLC new	Shares	+5.7K	+$290.0K	$290.0K
9	Park Capital Management, LLC / WI new	Shares	+5.0K	+$255.8K	$255.8K
10	Sequoia Financial Advisors, LLC new	Shares	+4.9K	+$250.2K	$250.2K
11	Diversified Trust Co added	Shares	+2.8K	+$211.4K	$1.0M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.7K	+$177.3K	$451.1K
13	Police & Firemen's Retirement System of New Jersey added	Shares	+1.9K	+$168.8K	$1.1M
14	Freedom Day Solutions, LLC trimmed	Shares	-179	+$147.2K	$2.1M
15	Louisiana State Employees Retirement System trimmed	Shares	-100	+$112.6K	$1.6M
16	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+76	+$74.7K	$943.2K
17	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+1.1K	+$58.1K	$58.1K
18	Farther Finance Advisors, LLC added	Shares	+829	+$44.9K	$75.1K
19	D.A. DAVIDSON & CO. added	Shares	+200	+$43.9K	$456.6K
20	Harbour Capital Advisors, LLC added	Shares	+840	+$39.6K	$875.7K
21	GAMMA Investing LLC added	Shares	+577	+$37.1K	$129.7K
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-563	+$36.9K	$843.3K
23	Yorktown Management & Research Co Inc unchanged	Shares	0	+$26.8K	$356.0K
24	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+13	+$18.8K	$241.3K
25	Crossmark Global Holdings, Inc. trimmed	Shares	-193	+$10.2K	$256.6K
26	EverSource Wealth Advisors, LLC added	Shares	+140	+$9.2K	$34.7K
27	IFP Advisors, Inc added	Shares	+132	+$8.8K	$34.0K
28	SJS Investment Consulting Inc. added	Shares	+101	+$5.2K	$5.5K
29	Versant Capital Management, Inc unchanged	Shares	0	+$3.3K	$43.3K
30	SIGNATUREFD, LLC added	Shares	+23	+$2.7K	$21.7K
31	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$1.3K	$17.3K
32	Creative Capital Management Investments LLC new	Shares	+18	+$922	$922
33	JFS WEALTH ADVISORS, LLC added	Shares	+15	+$919	$2.8K
34	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$829	$11.0K
35	Physician Wealth Advisors, Inc. added	Shares	+10	+$554	$1.1K
36	LRI Investments, LLC new	Shares	+7	+$359	$359
37	FIRST HORIZON CORP unchanged	Shares	0	+$336	$4.5K
38	Fortitude Family Office, LLC unchanged	Shares	0	+$228	$3.0K
39	Davis Capital Management new	Shares	+4	+$205	$205
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.3K	+$166	$794
41	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$154	$2.0K
42	Blue Trust, Inc. unchanged	Shares	0	+$131	$1.7K
43	Spire Wealth Management unchanged	Shares	0	+$107	$1.4K
44	True Wealth Design, LLC new	Shares	+2	+$103	$103
45	Hunter Perkins Capital Management, LLC unchanged	Shares	0	+$81	$1.1K
46	Hughes Financial Services, LLC new	Shares	+1	+$51	$51
47	Ares Financial Consulting, LLC unchanged	Shares	0	+$47	$564
48	Torren Management, LLC unchanged	Shares	0	+$43	$573
49	AMALGAMATED BANK trimmed	Shares	-1.1K	+$18	$956
50	GHP Investment Advisors, Inc. unchanged	Shares	0	+$15	$205

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