Filing Research | WU - WESTERN UN CO Institutional Holdings

Snapshot holdings

50 / 100 loaded

#		Instrument	quantity
1	Fideuram Asset Management (Ireland) dac	Shares	2.1MSH	$18.1M
2	OLD NATIONAL BANCORP /IN/	Shares	872.1KSH	$6.7M
3	Gilman Hill Asset Management, LLC	Shares	844.5KSH	$6.5M
4	Robeco Institutional Asset Management B.V.	Shares	490.6KSH	$3.8M
5	CWA Asset Management Group, LLC	Shares	288.1KSH	$2.2M
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	277.4KSH	$2.1M
7	Mirae Asset Global Investments Co., Ltd.	Shares	261.1KSH	$2.0M
8	Range Financial Group LLC	Shares	247.0KSH	$1.9M
9	QRG CAPITAL MANAGEMENT, INC.	Shares	191.6KSH	$1.5M
10	Crossmark Global Holdings, Inc.	Shares	169.1KSH	$1.3M
11	D.A. DAVIDSON & CO.	Shares	160.6KSH	$1.2M
12	Louisiana State Employees Retirement System	Shares	136.9KSH	$1.1M
13	Police & Firemen's Retirement System of New Jersey	Shares	112.5KSH	$866.6K
14	Y-Intercept (Hong Kong) Ltd	Shares	108.4KSH	$834.5K
15	Waycross Investment Management Co	Shares	106.7KSH	$821.2K
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	97.2KSH	$748.5K
17	Counterpoint Mutual Funds LLC	Shares	63.4KSH	$488.4K
18	ROWLANDMILLER & PARTNERS.ADV	Shares	57.0KSH	$439.0K
19	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	51.7KSH	$398.2K
20	Valeo Financial Advisors, LLC	Shares	46.2KSH	$355.8K
21	Curat Global, LLC	Shares	15.3KSH	$293.1K
22	TRUE Private Wealth Advisors	Shares	37.5KSH	$289.1K
23	SBI Securities Co., Ltd.	Shares	35.6KSH	$274.0K
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	33.4KSH	$261.7K
25	BURNEY CO/	Shares	33.6KSH	$258.5K
26	PFG Investments, LLC	Shares	33.2KSH	$255.4K
27	Abel Hall, LLC	Shares	32.1KSH	$247.4K
28	Provenance Wealth Advisors, LLC	Shares	32.0KSH	$246.4K
29	Accurate Wealth Management, LLC	Shares	31.3KSH	$245.6K
30	Carolina Wealth Advisors, LLC	Shares	30.3KSH	$233.5K
31	Fifth Third Wealth Advisors LLC	Shares	27.1KSH	$208.8K
32	Hennion & Walsh Asset Management, Inc.	Shares	26.7KSH	$205.4K
33	Hoxton Planning & Management, LLC	Shares	22.4KSH	$172.9K
34	CHICAGO TRUST Co NA	Shares	21.4KSH	$164.9K
35	Morningstar Investment Management LLC	Shares	17.2KSH	$150.1K
36	Accel Wealth Management	Shares	18.6KSH	$143.3K
37	Procyon Advisors, LLC	Shares	18.5KSH	$142.2K
38	RAMSEY QUANTITATIVE SYSTEMS	Shares	18.0KSH	$138.3K
39	Net Worth Advisory Group	Shares	13.8KSH	$106.1K
40	Merit Financial Group, LLC	Shares	12.8KSH	$98.5K
41	CIDEL ASSET MANAGEMENT INC	Shares	12.3KSH	$95.0K
42	UHLMANN PRICE SECURITIES, LLC	Shares	12.0KSH	$92.4K
43	Ifrah Financial Services, Inc.	Shares	11.9KSH	$91.3K
44	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	11.4KSH	$87.8K
45	PARK NATIONAL CORP /OH/	Shares	11.0KSH	$84.3K
46	Peak Wealth Management LLC	Shares	10.5KSH	$80.8K
47	BNC WEALTH MANAGEMENT, LLC	Shares	12.8KSH	$62.9K
48	GAMMA Investing LLC	Shares	7.9KSH	$61.1K
49	IFP Advisors, Inc	Shares	6.2KSH	$47.7K
50	Kentucky Trust Co	Shares	5.8KSH	$44.3K

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

50 / 118 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac added	Shares	+2.0M	+$17.6M	$18.1M
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+103.9K	+$621.3K	$2.1M
3	Crossmark Global Holdings, Inc. added	Shares	+67.0K	+$410.7K	$1.3M
4	TRUE Private Wealth Advisors new	Shares	+37.5K	+$289.1K	$289.1K
5	Curat Global, LLC added	Shares	+4.3K	+$197.3K	$293.1K
6	Hoxton Planning & Management, LLC new	Shares	+22.4K	+$172.9K	$172.9K
7	Accel Wealth Management new	Shares	+18.6K	+$143.3K	$143.3K
8	Procyon Advisors, LLC new	Shares	+18.5K	+$142.2K	$142.2K
9	RAMSEY QUANTITATIVE SYSTEMS new	Shares	+18.0K	+$138.3K	$138.3K
10	Range Financial Group LLC added	Shares	+44.5K	+$133.8K	$1.9M
11	Fifth Third Wealth Advisors LLC added	Shares	+14.1K	+$95.5K	$208.8K
12	UHLMANN PRICE SECURITIES, LLC new	Shares	+12.0K	+$92.4K	$92.4K
13	PARK NATIONAL CORP /OH/ new	Shares	+11.0K	+$84.3K	$84.3K
14	Mirae Asset Global Investments Co., Ltd. added	Shares	+38.6K	+$68.4K	$2.0M
15	Accurate Wealth Management, LLC added	Shares	+10.8K	+$63.5K	$245.6K
16	BNC WEALTH MANAGEMENT, LLC new	Shares	+12.8K	+$62.9K	$62.9K
17	PFG Investments, LLC added	Shares	+9.8K	+$51.2K	$255.4K
18	Abel Hall, LLC added	Shares	+8.9K	+$44.6K	$247.4K
19	GAMMA Investing LLC added	Shares	+1.7K	+$6.9K	$61.1K
20	Noble Wealth Management PBC new	Shares	+198	+$1.5K	$1.5K
21	Creative Capital Management Investments LLC new	Shares	+99	+$762	$762
22	Crewe Advisors LLC added	Shares	+145	+$633	$4.7K
23	Physician Wealth Advisors, Inc. new	Shares	+63	+$486	$486
24	Davis Capital Management new	Shares	+17	+$131	$131
25	SlateStone Wealth, LLC new	Shares	+15.1K	+$117	$117
26	Activest Wealth Management new	Shares	0	$0	$0
27	Capital Advisors, Ltd. LLC trimmed	Shares	-39	$0	$0
28	Morningstar Investment Management LLC unchanged	Shares	0	$0	$150.1K
29	Raleigh Capital Management Inc. unchanged	Shares	0	$0	$2
30	CoreCap Advisors, LLC unchanged	Shares	0	-$20	$146
31	AdvisorNet Financial, Inc unchanged	Shares	0	-$21	$154
32	Essential Investment Partners LLC unchanged	Shares	0	-$21	$154
33	SOA Wealth Advisors, LLC. exited	Shares	-7	-$63	$0
34	Mosley Wealth Management unchanged	Shares	0	-$87	$2.3K
35	Handelsbanken Fonder AB unchanged	Shares	0	-$90	$677
36	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	-$103	$770
37	PARK AVENUE SECURITIES LLC trimmed	Shares	-12.5K	-$140	$226
38	Darwin Wealth Management, LLC added	Shares	+5	-$155	$1.5K
39	AMALGAMATED BANK trimmed	Shares	-7.6K	-$159	$689
40	Vermillion Wealth Management, Inc. exited	Shares	-21	-$183	$0
41	WEBSTER BANK, N. A. unchanged	Shares	0	-$206	$1.5K
42	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-20	-$208	$255
43	DiNuzzo Private Wealth, Inc. trimmed	Shares	-26	-$269	$308
44	Cromwell Holdings LLC trimmed	Shares	-28	-$273	$216
45	SJS Investment Consulting Inc. trimmed	Shares	-33	-$299	$77
46	Lodestone Wealth Management LLC added	Shares	+13	-$335	$3.3K
47	Signature Resources Capital Management, LLC unchanged	Shares	0	-$342	$2.6K
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-4.4K	-$439	$3.0K
49	Hughes Financial Services, LLC exited	Shares	-54	-$471	$0
50	City State Bank unchanged	Shares	0	-$509	$3.8K

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