Filing Research | WMS - ADVANCED DRAIN SYS INC DEL Institutional Holdings

Snapshot holdings

50 / 105 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	410.7KSH	$64.5M
2	BDF-GESTION	Shares	11.7KSH	$30.5M
3	Rathbones Group PLC	Shares	131.7KSH	$20.7M
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	116.5KSH	$18.3M
5	Perpetual Ltd	Shares	106.4KSH	$16.7M
6	Vest Financial, LLC	Shares	34.8KSH	$5.5M
7	Police & Firemen's Retirement System of New Jersey	Shares	32.5KSH	$5.1M
8	Capital Investment Counsel, LLC	Shares	28.1KSH	$4.4M
9	Assenagon Asset Management S.A.	Shares	26.8KSH	$4.2M
10	Louisiana State Employees Retirement System	Shares	21.0KSH	$3.3M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	20.5KSH	$3.2M
12	Union Bancaire Privee, UBP SA	Shares	19.2KSH	$2.9M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	17.2KSH	$2.7M
14	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	16.3KSH	$2.6M
15	Dynamic Advisor Solutions LLC	Shares	14.3KSH	$2.2M
16	ABN AMRO INVESTMENT SOLUTIONS	Shares	14.1KSH	$2.2M
17	Cannon Advisors, Inc.	Shares	12.7KSH	$1.9M
18	AA Financial Advisors, LLC	Shares	9.5KSH	$1.5M
19	BENJAMIN EDWARDS INC	Shares	8.2KSH	$1.3M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.8KSH	$1.2M
21	NOVEM GROUP	Shares	7.0KSH	$1.1M
22	Marshall Financial Group, LLC	Shares	6.1KSH	$960.2K
23	PFG Investments, LLC	Shares	6.1KSH	$950.6K
24	OFI INVEST ASSET MANAGEMENT	Shares	6.1KSH	$832.2K
25	SECURIAN ASSET MANAGEMENT, INC	Shares	5.3KSH	$779.4K
26	Apollon Wealth Management, LLC	Shares	4.8KSH	$748.4K
27	Crossmark Global Holdings, Inc.	Shares	4.3KSH	$672.9K
28	QRG CAPITAL MANAGEMENT, INC.	Shares	3.9KSH	$614.2K
29	Farther Finance Advisors, LLC	Shares	3.7KSH	$577.7K
30	BRAVE ASSET MANAGEMENT INC	Shares	3.6KSH	$565.1K
31	ISTHMUS PARTNERS, LLC	Shares	3.0KSH	$470.9K
32	Focus Financial Network, Inc.	Shares	3.0KSH	$463.4K
33	Portside Wealth Group, LLC	Shares	2.7KSH	$420.3K
34	Valeo Financial Advisors, LLC	Shares	2.7KSH	$419.4K
35	IFP Advisors, Inc	Shares	2.6KSH	$405.1K
36	Ballentine Partners, LLC	Shares	2.3KSH	$360.9K
37	Fifth Third Wealth Advisors LLC	Shares	2.3KSH	$358.0K
38	Welch Financial Planning, LLC	Shares	2.0KSH	$313.9K
39	GATEWAY INVESTMENT ADVISERS LLC	Shares	1.9KSH	$290.7K
40	MOODY ALDRICH PARTNERS LLC	Shares	1.8KSH	$279.2K
41	GAMMA Investing LLC	Shares	1.8KSH	$277.2K
42	Fiduciary Alliance LLC	Shares	1.8KSH	$277.1K
43	RFG Advisory, LLC	Shares	1.7KSH	$273.0K
44	Envestnet Portfolio Solutions, Inc.	Shares	1.7KSH	$261.0K
45	Boston Trust Walden Corp	Shares	1.6KSH	$255.1K
46	Accredited Investors Inc.	Shares	1.6KSH	$251.6K
47	First Bank & Trust	Shares	1.6KSH	$247.8K
48	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	1.6KSH	$244.7K
49	Balance Wealth Partners LLC	Shares	1.5KSH	$243.0K
50	Wedmont Private Capital	Shares	1.5KSH	$228.3K

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

50 / 117 loaded

#		Instrument
1	Swedbank AB added	Shares	+245.7K	+$41.8M	$64.5M
2	BDF-GESTION trimmed	Shares	-1.3K	+$28.7M	$30.5M
3	Perpetual Ltd added	Shares	+27.2K	+$5.8M	$16.7M
4	Assenagon Asset Management S.A. added	Shares	+17.8K	+$3.0M	$4.2M
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+3.2K	+$2.8M	$18.3M
6	ABN AMRO INVESTMENT SOLUTIONS new	Shares	+14.1K	+$2.2M	$2.2M
7	Cannon Advisors, Inc. new	Shares	+12.7K	+$1.9M	$1.9M
8	NOVEM GROUP new	Shares	+7.0K	+$1.1M	$1.1M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+2.6K	+$998.0K	$5.1M
10	Marshall Financial Group, LLC added	Shares	+4.3K	+$714.0K	$960.2K
11	Union Bancaire Privee, UBP SA added	Shares	+2.2K	+$686.6K	$2.9M
12	Capital Investment Counsel, LLC added	Shares	+469	+$622.1K	$4.4M
13	Louisiana State Employees Retirement System added	Shares	+200	+$443.9K	$3.3M
14	Dynamic Advisor Solutions LLC added	Shares	+1.0K	+$423.6K	$2.2M
15	BENJAMIN EDWARDS INC added	Shares	+1.0K	+$299.2K	$1.3M
16	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+1.9K	+$290.7K	$290.7K
17	First Bank & Trust new	Shares	+1.6K	+$247.8K	$247.8K
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-799	+$230.7K	$2.7M
19	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.3K	+$229.9K	$3.2M
20	Wedmont Private Capital new	Shares	+1.5K	+$228.3K	$228.3K
21	New England Research & Management, Inc. new	Shares	+1.4K	+$227.6K	$227.6K
22	IFP Advisors, Inc added	Shares	+1.3K	+$224.0K	$405.1K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+677	+$192.7K	$1.2M
24	Valeo Financial Advisors, LLC added	Shares	+998	+$189.8K	$419.4K
25	ISTHMUS PARTNERS, LLC added	Shares	+602	+$142.0K	$470.9K
26	Fifth Third Wealth Advisors LLC added	Shares	+481	+$111.2K	$358.0K
27	OFI INVEST ASSET MANAGEMENT unchanged	Shares	0	+$110.8K	$832.2K
28	AA Financial Advisors, LLC trimmed	Shares	-672	+$95.8K	$1.5M
29	PFG Investments, LLC trimmed	Shares	-300	+$79.0K	$950.6K
30	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+495	+$77.9K	$79.3K
31	BRAVE ASSET MANAGEMENT INC unchanged	Shares	0	+$71.4K	$565.1K
32	Focus Financial Network, Inc. unchanged	Shares	0	+$58.6K	$463.4K
33	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$55.0K	$779.4K
34	Apollon Wealth Management, LLC trimmed	Shares	-354	+$46.0K	$748.4K
35	Ballentine Partners, LLC trimmed	Shares	-39	+$40.2K	$360.9K
36	Welch Financial Planning, LLC unchanged	Shares	0	+$39.7K	$313.9K
37	GAMMA Investing LLC added	Shares	+10	+$36.4K	$277.2K
38	RFG Advisory, LLC added	Shares	+9	+$35.7K	$273.0K
39	MOODY ALDRICH PARTNERS LLC trimmed	Shares	-5	+$34.6K	$279.2K
40	Boston Trust Walden Corp unchanged	Shares	0	+$32.2K	$255.1K
41	SIGNATUREFD, LLC added	Shares	+57	+$23.0K	$120.4K
42	Portside Wealth Group, LLC trimmed	Shares	-244	+$19.6K	$420.3K
43	Spire Wealth Management added	Shares	+1	+$16.5K	$129.2K
44	Fiduciary Alliance LLC unchanged	Shares	0	+$16.3K	$277.1K
45	FIRST HORIZON CORP added	Shares	+55	+$10.0K	$19.3K
46	Blue Trust, Inc. unchanged	Shares	0	+$8.0K	$63.3K
47	Crewe Advisors LLC new	Shares	+50	+$7.8K	$7.8K
48	Creative Capital Management Investments LLC new	Shares	+17	+$2.7K	$2.7K
49	Oakworth Capital, Inc. unchanged	Shares	0	+$2.6K	$28.8K
50	SBI Securities Co., Ltd. unchanged	Shares	0	+$2.1K	$17.0K

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