Filing Research | YELP - YELP INC Institutional Holdings

Snapshot holdings

48 / 48 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	788.3KSH	$19.3M
2	Assenagon Asset Management S.A.	Shares	142.5KSH	$3.5M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	73.8KSH	$1.8M
4	Cascade Investment Advisors, Inc.	Shares	47.0KSH	$1.2M
5	Kesler, Norman & Wride, LLC	Shares	36.0KSH	$882.5K
6	Louisiana State Employees Retirement System	Shares	22.9KSH	$561.5K
7	Capstone Capital Management Ltd	Shares	21.7KSH	$532.6K
8	D.A. DAVIDSON & CO.	Shares	19.7KSH	$484.0K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.9KSH	$436.5K
10	Mirae Asset Global Investments Co., Ltd.	Shares	17.4KSH	$426.5K
11	Police & Firemen's Retirement System of New Jersey	Shares	16.0KSH	$393.3K
12	CAMELOT TECHNOLOGY ADVISORS, INC.	Shares	15.5KSH	$380.2K
13	Abel Hall, LLC	Shares	15.0KSH	$367.9K
14	Y-Intercept (Hong Kong) Ltd	Shares	15.0KSH	$367.0K
15	QRG CAPITAL MANAGEMENT, INC.	Shares	14.9KSH	$365.3K
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	14.2KSH	$348.7K
17	Abacus Wealth Partners, LLC	Shares	11.6KSH	$283.6K
18	Baron Wealth Management LLC	Shares	10.0KSH	$244.2K
19	Camelot Portfolios, LLC	Shares	9.1KSH	$224.0K
20	SIGNATUREFD, LLC	Shares	4.8KSH	$118.5K
21	GAMMA Investing LLC	Shares	3.0KSH	$73.9K
22	Blue Trust, Inc.	Shares	1.6KSH	$38.1K
23	Versant Capital Management, Inc	Shares	1.3KSH	$30.8K
24	Farther Finance Advisors, LLC	Shares	1.2KSH	$28.7K
25	MassMutual Private Wealth & Trust, FSB	Shares	1.0KSH	$25.2K
26	Grove Bank & Trust	Shares	523SH	$12.8K
27	EverSource Wealth Advisors, LLC	Shares	512SH	$12.6K
28	SBI Securities Co., Ltd.	Shares	332SH	$8.1K
29	IFP Advisors, Inc	Shares	271SH	$6.6K
30	Ares Financial Consulting, LLC	Shares	237SH	$5.8K
31	Aspect Partners, LLC	Shares	156SH	$3.8K
32	Marquette Asset Management, LLC	Shares	128SH	$3.1K
33	True Wealth Design, LLC	Shares	127SH	$3.1K
34	Dogwood Wealth Management LLC	Shares	101SH	$2.5K
35	Retirement Wealth Solutions LLC	Shares	70SH	$1.7K
36	Valued Wealth Advisors LLC	Shares	45SH	$1.1K
37	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	41.1KSH	$1.0K
38	FARMERS & MERCHANTS INVESTMENTS INC	Shares	35SH	$858
39	State of Alaska, Department of Revenue	Shares	19.2KSH	$469
40	Handelsbanken Fonder AB	Shares	16.8KSH	$411
41	AMALGAMATED BANK	Shares	14.1KSH	$345
42	Cedar Mountain Advisors, LLC	Shares	9SH	$221
43	Torren Management, LLC	Shares	9SH	$221
44	GILPIN WEALTH MANAGEMENT, LLC	Shares	8SH	$197
45	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	6SH	$158
46	Davis Capital Management	Shares	3SH	$74
47	Hughes Financial Services, LLC	Shares	3SH	$74
48	TSFG, LLC	Shares	500SH	$12

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

50 / 61 loaded

#		Instrument
1	Capstone Capital Management Ltd new	Shares	+21.7K	+$532.6K	$532.6K
2	Y-Intercept (Hong Kong) Ltd new	Shares	+15.0K	+$367.0K	$367.0K
3	Baron Wealth Management LLC new	Shares	+10.0K	+$244.2K	$244.2K
4	Cascade Investment Advisors, Inc. added	Shares	+5.9K	+$134.8K	$1.2M
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+4.3K	+$89.6K	$1.8M
6	SIGNATUREFD, LLC added	Shares	+2.7K	+$66.3K	$118.5K
7	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.3K	+$52.7K	$365.3K
8	Valued Wealth Advisors LLC new	Shares	+45	+$1.1K	$1.1K
9	Retirement Wealth Solutions LLC added	Shares	+30	+$727	$1.7K
10	Marquette Asset Management, LLC added	Shares	+12	+$269	$3.1K
11	Cedar Mountain Advisors, LLC new	Shares	+9	+$221	$221
12	Aspect Partners, LLC added	Shares	+10	+$213	$3.8K
13	SBI Securities Co., Ltd. added	Shares	+10	+$175	$8.1K
14	Davis Capital Management new	Shares	+3	+$74	$74
15	Hughes Financial Services, LLC added	Shares	+1	+$25	$74
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$7	$158
17	Handelsbanken Fonder AB added	Shares	+300	+$3	$411
18	TSFG, LLC unchanged	Shares	0	$0	$12
19	Torren Management, LLC unchanged	Shares	0	-$2	$221
20	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$8	$858
21	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-1.5K	-$46	$1.0K
22	DiNuzzo Private Wealth, Inc. exited	Shares	-2	-$50	$0
23	JFS WEALTH ADVISORS, LLC exited	Shares	-2	-$50	$0
24	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-2	-$51	$197
25	AMALGAMATED BANK trimmed	Shares	-2.8K	-$73	$345
26	Grove Bank & Trust unchanged	Shares	0	-$115	$12.8K
27	Ares Financial Consulting, LLC unchanged	Shares	0	-$159	$5.8K
28	SJS Investment Consulting Inc. exited	Shares	-9	-$223	$0
29	State of Alaska, Department of Revenue trimmed	Shares	-11.8K	-$298	$469
30	IFP Advisors, Inc trimmed	Shares	-14	-$406	$6.6K
31	Physician Wealth Advisors, Inc. exited	Shares	-59	-$1.5K	$0
32	Dogwood Wealth Management LLC trimmed	Shares	-74	-$1.9K	$2.5K
33	Bank of New Hampshire exited	Shares	-90	-$2.2K	$0
34	CAMELOT TECHNOLOGY ADVISORS, INC. unchanged	Shares	0	-$3.4K	$380.2K
35	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$3.5K	$393.3K
36	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-138	-$3.6K	$25.2K
37	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	-$3.8K	$426.5K
38	True Wealth Design, LLC trimmed	Shares	-176	-$4.4K	$3.1K
39	EverSource Wealth Advisors, LLC trimmed	Shares	-235	-$5.9K	$12.6K
40	Farther Finance Advisors, LLC trimmed	Shares	-277	-$7.7K	$28.7K
41	Camelot Portfolios, LLC trimmed	Shares	-238	-$7.9K	$224.0K
42	Blue Trust, Inc. trimmed	Shares	-735	-$18.5K	$38.1K
43	Abacus Wealth Partners, LLC trimmed	Shares	-673	-$19.2K	$283.6K
44	D.A. DAVIDSON & CO. trimmed	Shares	-720	-$22.2K	$484.0K
45	GAMMA Investing LLC trimmed	Shares	-1.1K	-$28.6K	$73.9K
46	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.4K	-$37.2K	$348.7K
47	Abel Hall, LLC trimmed	Shares	-1.6K	-$42.3K	$367.9K
48	Versant Capital Management, Inc trimmed	Shares	-2.4K	-$58.9K	$30.8K
49	Louisiana State Employees Retirement System trimmed	Shares	-3.0K	-$79.3K	$561.5K
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-12.5K	-$82.8K	$436.5K

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