Filing Research | WTS - WATTS WATER TECHNOLOGIES-A Institutional Holdings

Snapshot holdings

50 / 117 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	369.0KSH	$144.4M
2	Birch Hill Investment Advisors LLC	Shares	194.2KSH	$76.0M
3	AEGON ASSET MANAGEMENT UK PLC	Shares	95.2KSH	$37.3M
4	E. Ohman J:or Asset Management AB	Shares	76.4KSH	$29.9M
5	Perpetual Ltd	Shares	61.0KSH	$23.9M
6	BURNEY CO/	Shares	37.5KSH	$14.7M
7	Vest Financial, LLC	Shares	24.5KSH	$9.6M
8	Quilter Plc	Shares	15.6KSH	$6.1M
9	Police & Firemen's Retirement System of New Jersey	Shares	12.3KSH	$4.8M
10	HWG Holdings LP	Shares	11.1KSH	$4.4M
11	Assenagon Asset Management S.A.	Shares	10.8KSH	$4.2M
12	Freedom Day Solutions, LLC	Shares	10.5KSH	$4.1M
13	PATTON ALBERTSON MILLER GROUP, LLC	Shares	9.9KSH	$3.9M
14	Linden Thomas Advisory Services, LLC	Shares	8.2KSH	$3.2M
15	Louisiana State Employees Retirement System	Shares	8.0KSH	$3.1M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.7KSH	$3.0M
17	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	7.4KSH	$2.9M
18	GUYASUTA INVESTMENT ADVISORS INC	Shares	6.7KSH	$2.6M
19	JOHNSON INVESTMENT COUNSEL INC	Shares	5.6KSH	$2.2M
20	Welch Group, LLC	Shares	5.4KSH	$2.1M
21	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.3KSH	$2.1M
22	Impact Capital Partners LLC	Shares	4.1KSH	$1.6M
23	ABLES, IANNONE, MOORE & ASSOCIATES, INC.	Shares	3.7KSH	$1.5M
24	Central Pacific Bank - Trust Division	Shares	3.7KSH	$1.4M
25	Y-Intercept (Hong Kong) Ltd	Shares	2.9KSH	$1.1M
26	QRG CAPITAL MANAGEMENT, INC.	Shares	2.8KSH	$1.1M
27	D.A. DAVIDSON & CO.	Shares	2.6KSH	$1.0M
28	Sequoia Financial Advisors, LLC	Shares	2.1KSH	$836.9K
29	Venturi Wealth Management, LLC	Shares	2.0KSH	$797.4K
30	Abel Hall, LLC	Shares	2.0KSH	$771.2K
31	SECURIAN ASSET MANAGEMENT, INC	Shares	2.0KSH	$699.4K
32	Apollon Wealth Management, LLC	Shares	1.6KSH	$644.7K
33	Fifth Third Wealth Advisors LLC	Shares	1.6KSH	$641.6K
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.8KSH	$637.1K
35	GATEWAY INVESTMENT ADVISERS LLC	Shares	1.6KSH	$617.2K
36	Diversified Trust Co	Shares	1.5KSH	$589.1K
37	Mosley Wealth Management	Shares	1.3KSH	$490.3K
38	Crossmark Global Holdings, Inc.	Shares	1.2KSH	$474.4K
39	Composition Wealth, LLC	Shares	1.2KSH	$470.9K
40	Sava Infond d.o.o.	Shares	1.2KSH	$469.7K
41	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.2KSH	$452.9K
42	PFW Advisors LLC	Shares	1.1KSH	$447.8K
43	Curated Wealth Partners LLC	Shares	4.9KSH	$405.5K
44	Counterpoint Mutual Funds LLC	Shares	988SH	$386.8K
45	Asset Advisory Group, Inc.	Shares	952SH	$372.7K
46	BENJAMIN EDWARDS INC	Shares	883SH	$345.6K
47	Envestnet Portfolio Solutions, Inc.	Shares	881SH	$344.9K
48	HM PAYSON & CO	Shares	849SH	$332.3K
49	EverSource Wealth Advisors, LLC	Shares	844SH	$330.5K
50	Merit Financial Group, LLC	Shares	757SH	$296.4K

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

50 / 121 loaded

#		Instrument
1	Boston Trust Walden Corp trimmed	Shares	-10.1K	+$34.4M	$144.4M
2	Birch Hill Investment Advisors LLC added	Shares	+4.9K	+$21.1M	$76.0M
3	AEGON ASSET MANAGEMENT UK PLC added	Shares	+24.9K	+$16.9M	$37.3M
4	E. Ohman J:or Asset Management AB added	Shares	+11.9K	+$11.2M	$29.9M
5	Perpetual Ltd added	Shares	+181	+$6.2M	$23.9M
6	HWG Holdings LP new	Shares	+11.1K	+$4.4M	$4.4M
7	BURNEY CO/ added	Shares	+931	+$4.1M	$14.7M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+4.8K	+$2.6M	$4.8M
9	Vest Financial, LLC trimmed	Shares	-198	+$2.4M	$9.6M
10	Y-Intercept (Hong Kong) Ltd new	Shares	+2.9K	+$1.1M	$1.1M
11	Linden Thomas Advisory Services, LLC added	Shares	+886	+$1.1M	$3.2M
12	PATTON ALBERTSON MILLER GROUP, LLC added	Shares	+95	+$1.0M	$3.9M
13	Freedom Day Solutions, LLC trimmed	Shares	-149	+$1.0M	$4.1M
14	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.5K	+$971.6K	$2.1M
15	Louisiana State Employees Retirement System unchanged	Shares	0	+$809.3K	$3.1M
16	GUYASUTA INVESTMENT ADVISORS INC unchanged	Shares	0	+$672.7K	$2.6M
17	Quilter Plc trimmed	Shares	-3.2K	+$646.5K	$6.1M
18	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-473	+$641.8K	$3.0M
19	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+1.6K	+$617.2K	$617.2K
20	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. trimmed	Shares	-636	+$565.5K	$2.9M
21	Welch Group, LLC unchanged	Shares	0	+$546.3K	$2.1M
22	Impact Capital Partners LLC added	Shares	+324	+$508.6K	$1.6M
23	Mosley Wealth Management new	Shares	+1.3K	+$490.3K	$490.3K
24	Central Pacific Bank - Trust Division unchanged	Shares	0	+$374.3K	$1.4M
25	ABLES, IANNONE, MOORE & ASSOCIATES, INC. trimmed	Shares	-116	+$345.5K	$1.5M
26	QRG CAPITAL MANAGEMENT, INC. added	Shares	+154	+$330.7K	$1.1M
27	Fifth Third Wealth Advisors LLC added	Shares	+459	+$299.0K	$641.6K
28	Merit Financial Group, LLC new	Shares	+757	+$296.4K	$296.4K
29	Ballentine Partners, LLC new	Shares	+712	+$278.7K	$278.7K
30	Sequoia Financial Advisors, LLC added	Shares	+189	+$271.1K	$836.9K
31	Robeco Institutional Asset Management B.V. new	Shares	+685	+$268.1K	$268.1K
32	D.A. DAVIDSON & CO. unchanged	Shares	0	+$261.4K	$1.0M
33	Platform Technology Partners new	Shares	+625	+$244.7K	$244.7K
34	PARSONS CAPITAL MANAGEMENT INC/RI new	Shares	+550	+$215.3K	$215.3K
35	Ledyard National Bank new	Shares	+538	+$210.6K	$210.6K
36	Greenline Wealth Management LLC new	Shares	+512	+$200.4K	$200.4K
37	Venturi Wealth Management, LLC trimmed	Shares	-24	+$199.1K	$797.4K
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+274	+$193.9K	$637.1K
39	Abel Hall, LLC trimmed	Shares	-102	+$169.7K	$771.2K
40	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+127	+$153.9K	$452.9K
41	Diversified Trust Co trimmed	Shares	-2	+$151.7K	$589.1K
42	Versant Capital Management, Inc added	Shares	+277	+$148.6K	$263.8K
43	Crossmark Global Holdings, Inc. added	Shares	+56	+$138.9K	$474.4K
44	Composition Wealth, LLC added	Shares	+52	+$136.8K	$470.9K
45	DARA CAPITAL US, INC. new	Shares	+333	+$130.4K	$130.4K
46	Spire Wealth Management added	Shares	+311	+$124.3K	$131.5K
47	Sava Infond d.o.o. unchanged	Shares	0	+$121.4K	$469.7K
48	PFW Advisors LLC unchanged	Shares	0	+$115.7K	$447.8K
49	Blue Trust, Inc. added	Shares	+212	+$115.1K	$207.1K
50	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$113.3K	$699.4K

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