Filing Research | ZD - ZIFF DAVIS INC Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	BRAVE ASSET MANAGEMENT INC	Shares	470.3KSH	$24.6M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	68.9KSH	$3.6M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	33.8KSH	$1.8M
4	Louisiana State Employees Retirement System	Shares	16.1KSH	$843.2K
5	Abacus Wealth Partners, LLC	Shares	11.8KSH	$617.9K
6	Radnor Capital Management, LLC	Shares	11.0KSH	$576.5K
7	Police & Firemen's Retirement System of New Jersey	Shares	10.8KSH	$565.1K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.9KSH	$518.3K
9	BURNEY CO/	Shares	8.9KSH	$467.7K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.7KSH	$457.5K
11	Hennion & Walsh Asset Management, Inc.	Shares	8.3KSH	$436.5K
12	Crossmark Global Holdings, Inc.	Shares	7.0KSH	$366.3K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.5KSH	$338.8K
14	QRG CAPITAL MANAGEMENT, INC.	Shares	6.4KSH	$333.0K
15	Affinity Capital Advisors, LLC	Shares	4.3KSH	$230.0K
16	Waldron Private Wealth LLC	Shares	4.3KSH	$227.4K
17	GHP Investment Advisors, Inc.	Shares	2.2KSH	$113.0K
18	GAMMA Investing LLC	Shares	1.1KSH	$57.2K
19	Farther Finance Advisors, LLC	Shares	1.0KSH	$54.8K
20	LANARK FINANCIAL, INC.	Shares	960SH	$50.3K
21	SIGNATUREFD, LLC	Shares	851SH	$44.6K
22	Versant Capital Management, Inc	Shares	823SH	$43.1K
23	IFP Advisors, Inc	Shares	210SH	$11.0K
24	FIRST HORIZON CORP	Shares	195SH	$10.2K
25	EverSource Wealth Advisors, LLC	Shares	194SH	$10.2K
26	Sachetta, LLC	Shares	141SH	$7.4K
27	FINANCIAL CONSULATE, INC	Shares	137SH	$7.2K
28	MassMutual Private Wealth & Trust, FSB	Shares	129SH	$6.8K
29	Torren Management, LLC	Shares	66SH	$3.5K
30	Curat Global, LLC	Shares	75SH	$3.1K
31	Retirement Wealth Solutions LLC	Shares	43SH	$2.3K
32	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	35.4KSH	$1.9K
33	True Wealth Design, LLC	Shares	30SH	$1.6K
34	State of Alaska, Department of Revenue	Shares	25.7KSH	$1.3K
35	Handelsbanken Fonder AB	Shares	11.4KSH	$598
36	AMALGAMATED BANK	Shares	9.8KSH	$515
37	Hughes Financial Services, LLC	Shares	8SH	$419
38	GILPIN WEALTH MANAGEMENT, LLC	Shares	6SH	$315
39	SJS Investment Consulting Inc.	Shares	6SH	$315
40	Blue Trust, Inc.	Shares	5SH	$262
41	Activest Wealth Management	Shares	3SH	$157
42	Davis Capital Management	Shares	2SH	$105
43	Fortitude Family Office, LLC	Shares	2SH	$105
44	Bogart Wealth, LLC	Shares	1SH	$52
45	Capital Advisors, Ltd. LLC	Shares	8SH	$0

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

50 / 53 loaded

#		Instrument
1	BRAVE ASSET MANAGEMENT INC unchanged	Shares	0	+$4.9M	$24.6M
2	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+10.8K	+$1.2M	$3.6M
3	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.1K	+$397.0K	$1.8M
4	Hennion & Walsh Asset Management, Inc. added	Shares	+3.5K	+$232.7K	$436.5K
5	Affinity Capital Advisors, LLC new	Shares	+4.3K	+$230.0K	$230.0K
6	Waldron Private Wealth LLC new	Shares	+4.3K	+$227.4K	$227.4K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$112.3K	$565.1K
8	Louisiana State Employees Retirement System trimmed	Shares	-1.4K	+$108.9K	$843.2K
9	Radnor Capital Management, LLC trimmed	Shares	-467	+$95.0K	$576.5K
10	Crossmark Global Holdings, Inc. added	Shares	+165	+$79.7K	$366.3K
11	QRG CAPITAL MANAGEMENT, INC. added	Shares	+316	+$79.4K	$333.0K
12	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-670	+$74.9K	$518.3K
13	Farther Finance Advisors, LLC added	Shares	+919	+$49.4K	$54.8K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.0K	+$47.5K	$457.5K
15	BURNEY CO/ trimmed	Shares	-1.4K	+$36.1K	$467.7K
16	GHP Investment Advisors, Inc. unchanged	Shares	0	+$22.5K	$113.0K
17	Versant Capital Management, Inc added	Shares	+121	+$13.6K	$43.1K
18	GAMMA Investing LLC added	Shares	+41	+$13.1K	$57.2K
19	LANARK FINANCIAL, INC. trimmed	Shares	-30	+$8.7K	$50.3K
20	Sachetta, LLC new	Shares	+141	+$7.4K	$7.4K
21	SIGNATUREFD, LLC trimmed	Shares	-115	+$4.0K	$44.6K
22	IFP Advisors, Inc added	Shares	+3	+$2.3K	$11.0K
23	MassMutual Private Wealth & Trust, FSB added	Shares	+7	+$1.6K	$6.8K
24	Torren Management, LLC unchanged	Shares	0	+$687	$3.5K
25	FINANCIAL CONSULATE, INC trimmed	Shares	-24	+$419	$7.2K
26	Hughes Financial Services, LLC added	Shares	+6	+$335	$419
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-3.2K	+$233	$1.9K
28	Retirement Wealth Solutions LLC trimmed	Shares	-7	+$154	$2.3K
29	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+2	+$147	$315
30	Handelsbanken Fonder AB unchanged	Shares	0	+$119	$598
31	Davis Capital Management new	Shares	+2	+$105	$105
32	Fortitude Family Office, LLC new	Shares	+2	+$105	$105
33	Blue Trust, Inc. unchanged	Shares	0	+$52	$262
34	AMALGAMATED BANK trimmed	Shares	-1.6K	+$36	$515
35	Activest Wealth Management unchanged	Shares	0	+$31	$157
36	Bogart Wealth, LLC unchanged	Shares	0	+$10	$52
37	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
38	Curat Global, LLC unchanged	Shares	0	$0	$3.1K
39	State of Alaska, Department of Revenue trimmed	Shares	-7.4K	-$43	$1.3K
40	SJS Investment Consulting Inc. trimmed	Shares	-10	-$357	$315
41	Hunter Perkins Capital Management, LLC exited	Shares	-15.8K	-$663	$0
42	SBI Securities Co., Ltd. exited	Shares	-25	-$1.0K	$0
43	FIRST HORIZON CORP trimmed	Shares	-112	-$2.7K	$10.2K
44	Marquette Asset Management, LLC exited	Shares	-103	-$4.3K	$0
45	True Wealth Design, LLC trimmed	Shares	-162	-$6.5K	$1.6K
46	EverSource Wealth Advisors, LLC trimmed	Shares	-248	-$8.4K	$10.2K
47	Central Pacific Bank - Trust Division exited	Shares	-2.1K	-$89.1K	$0
48	Abacus Wealth Partners, LLC trimmed	Shares	-7.1K	-$173.5K	$617.9K
49	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-6.9K	-$239.3K	$338.8K
50	PensionDanmark Pensionsforsikringsaktieselskab exited	Shares	-6.6K	-$275.3K	$0

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