Filing Research | Smith & Nephew plc Sponsored A Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	3.2MSH	$92.8M
2	ABC ARBITRAGE SA	Shares	375.7KSH	$10.8M
3	Henry James International Management Inc.	Shares	149.9KSH	$4.3M
4	Crossmark Global Holdings, Inc.	Shares	93.8KSH	$2.7M
5	QRG CAPITAL MANAGEMENT, INC.	Shares	84.9KSH	$2.4M
6	Perpetual Ltd	Shares	54.6KSH	$1.6M
7	FACTORY MUTUAL INSURANCE CO	Shares	40.0KSH	$1.2M
8	GC Wealth Management RIA, LLC	Shares	29.7KSH	$854.5K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.7KSH	$726.7K
10	CARY STREET PARTNERS FINANCIAL LLC	Shares	23.1KSH	$666.2K
11	LANARK FINANCIAL, INC.	Shares	19.6KSH	$564.0K
12	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	18.9KSH	$545.5K
13	Legacy Wealth Asset Management, LLC	Shares	18.6KSH	$537.2K
14	Sequoia Financial Advisors, LLC	Shares	17.5KSH	$503.2K
15	SIGNATUREFD, LLC	Shares	16.9KSH	$487.3K
16	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	15.0KSH	$431.6K
17	SCHARF INVESTMENTS, LLC	Shares	13.1KSH	$376.4K
18	Gallacher Capital Management LLC	Shares	10.8KSH	$310.3K
19	Miller Global Investments, LLC	Shares	10.2KSH	$295.1K
20	Merit Financial Group, LLC	Shares	9.9KSH	$285.8K
21	Marotta Asset Management	Shares	9.2KSH	$265.2K
22	Plan A Wealth LLC	Shares	8.6KSH	$248.0K
23	DIVERSIFIED MANAGEMENT INC	Shares	8.3KSH	$238.7K
24	Versant Capital Management, Inc	Shares	8.2KSH	$236.4K
25	Aaron Wealth Advisors LLC	Shares	7.2KSH	$206.7K
26	Ballentine Partners, LLC	Shares	7.1KSH	$205.8K
27	EverSource Wealth Advisors, LLC	Shares	4.4KSH	$127.3K
28	GAMMA Investing LLC	Shares	4.1KSH	$118.2K
29	Farther Finance Advisors, LLC	Shares	2.0KSH	$58.2K
30	Blue Trust, Inc.	Shares	2.0KSH	$57.4K
31	Grove Bank & Trust	Shares	1.4KSH	$39.2K
32	IFP Advisors, Inc	Shares	822SH	$23.7K
33	Spire Wealth Management	Shares	472SH	$13.6K
34	Ares Financial Consulting, LLC	Shares	312SH	$9.0K
35	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	312SH	$9.0K
36	Physician Wealth Advisors, Inc.	Shares	224SH	$6.5K
37	Owl Creek Wealth Partners LLC	Shares	211SH	$6.1K
38	ELEVATION WEALTH PARTNERS, LLC	Shares	155SH	$4.5K
39	Harbor Asset Planning, Inc.	Shares	151SH	$4.4K
40	FINANCIAL CONSULATE, INC	Shares	117SH	$3.4K
41	Kozak & Associates, Inc.	Shares	100SH	$2.9K
42	SBI Securities Co., Ltd.	Shares	92SH	$2.7K
43	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	63SH	$1.8K
44	Sivik Global Healthcare LLC	Shares	50.0KSH	$1.6K
45	CoreCap Advisors, LLC	Shares	50SH	$1.4K
46	True Wealth Design, LLC	Shares	50SH	$1.4K
47	JNBA Financial Advisors	Shares	45SH	$1.3K
48	JFS WEALTH ADVISORS, LLC	Shares	38SH	$1.1K
49	Cedar Mountain Advisors, LLC	Shares	23SH	$663
50	Key FInancial Inc	Shares	21SH	$605

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

50 / 63 loaded

#		Instrument
1	ABC ARBITRAGE SA added	Shares	+85.0K	+$1.6M	$10.8M
2	GC Wealth Management RIA, LLC added	Shares	+15.6K	+$408.3K	$854.5K
3	LANARK FINANCIAL, INC. added	Shares	+8.5K	+$212.1K	$564.0K
4	Ballentine Partners, LLC new	Shares	+7.1K	+$205.8K	$205.8K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.7K	+$149.7K	$726.7K
6	Sequoia Financial Advisors, LLC added	Shares	+4.2K	+$80.8K	$503.2K
7	Plan A Wealth LLC added	Shares	+1.2K	+$13.2K	$248.0K
8	Merit Financial Group, LLC added	Shares	+1.3K	+$10.4K	$285.8K
9	SIGNATUREFD, LLC added	Shares	+1.8K	+$8.1K	$487.3K
10	ELEVATION WEALTH PARTNERS, LLC new	Shares	+155	+$4.5K	$4.5K
11	CoreCap Advisors, LLC new	Shares	+50	+$1.4K	$1.4K
12	LRI Investments, LLC new	Shares	+12	+$346	$346
13	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+11	+$307	$307
14	IFP Advisors, Inc added	Shares	+84	+$228	$23.7K
15	Mosley Wealth Management new	Shares	+4	+$115	$115
16	Monetary Solutions, Ltd new	Shares	+3	+$86	$86
17	PARK AVENUE SECURITIES LLC added	Shares	+1.5K	+$9	$361
18	Sivik Global Healthcare LLC unchanged	Shares	0	$0	$1.6K
19	Triumph Capital Management unchanged	Shares	0	-$15	$144
20	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$24	$230
21	Arlington Trust Co LLC unchanged	Shares	0	-$50	$490
22	Key FInancial Inc unchanged	Shares	0	-$62	$605
23	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$68	$663
24	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$113	$1.1K
25	JNBA Financial Advisors unchanged	Shares	0	-$134	$1.3K
26	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$162	$1.8K
27	SALEM INVESTMENT COUNSELORS INC exited	Shares	-8	-$259	$0
28	SBI Securities Co., Ltd. unchanged	Shares	0	-$273	$2.7K
29	Harbor Asset Planning, Inc. unchanged	Shares	0	-$450	$4.4K
30	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+14	-$481	$9.0K
31	SJS Investment Consulting Inc. trimmed	Shares	-15	-$495	$173
32	Kozak & Associates, Inc. unchanged	Shares	0	-$527	$2.9K
33	Ares Financial Consulting, LLC unchanged	Shares	0	-$1.0K	$9.0K
34	Spire Wealth Management unchanged	Shares	0	-$1.4K	$13.6K
35	True Wealth Design, LLC trimmed	Shares	-45	-$1.6K	$1.4K
36	FINANCIAL CONSULATE, INC trimmed	Shares	-39	-$1.6K	$3.4K
37	Physician Wealth Advisors, Inc. trimmed	Shares	-36	-$1.8K	$6.5K
38	Retirement Wealth Solutions LLC trimmed	Shares	-68	-$2.2K	$202
39	Blue Trust, Inc. added	Shares	+77	-$3.5K	$57.4K
40	Grove Bank & Trust trimmed	Shares	-41	-$5.3K	$39.2K
41	Sound Income Strategies, LLC exited	Shares	-289	-$9.3K	$0
42	Owl Creek Wealth Partners LLC trimmed	Shares	-284	-$9.7K	$6.1K
43	Farther Finance Advisors, LLC trimmed	Shares	-105	-$9.7K	$58.2K
44	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.6K	-$16.2K	$666.2K
45	DIVERSIFIED MANAGEMENT INC unchanged	Shares	0	-$24.6K	$238.7K
46	Miller Global Investments, LLC unchanged	Shares	0	-$30.4K	$295.1K
47	Aaron Wealth Advisors LLC trimmed	Shares	-368	-$33.0K	$206.7K
48	GAMMA Investing LLC trimmed	Shares	-668	-$33.4K	$118.2K
49	Opal Wealth Advisors, LLC exited	Shares	-1.2K	-$36.7K	$0
50	Marotta Asset Management trimmed	Shares	-194	-$37.2K	$265.2K

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