Filing Research | ASE TECHNOLOGY HLDG CO LTD Institutional Holdings

Snapshot holdings

50 / 110 loaded

#		Instrument	quantity
1	TT International Asset Management LTD	Shares	907.8KSH	$41.0M
2	Ninety One North America, Inc.	Shares	454.2KSH	$20.5M
3	Mirae Asset Global Investments Co., Ltd.	Shares	326.4KSH	$14.7M
4	BANQUE PICTET & CIE SA	Shares	237.0KSH	$10.7M
5	Legacy Wealth Asset Management, LLC	Shares	135.0KSH	$6.1M
6	Sequoia Financial Advisors, LLC	Shares	131.0KSH	$5.9M
7	Ballentine Partners, LLC	Shares	129.9KSH	$5.9M
8	Bank Pictet & Cie (Europe) AG	Shares	110.9KSH	$5.0M
9	Ninety One UK Ltd	Shares	99.7KSH	$4.5M
10	China Universal Asset Management Co., Ltd.	Shares	98.0KSH	$4.4M
11	Crossmark Global Holdings, Inc.	Shares	94.5KSH	$4.3M
12	SIGNATUREFD, LLC	Shares	90.1KSH	$4.1M
13	ABC ARBITRAGE SA	Shares	89.5KSH	$4.0M
14	ABN AMRO INVESTMENT SOLUTIONS	Shares	69.4KSH	$3.1M
15	QRG CAPITAL MANAGEMENT, INC.	Shares	64.0KSH	$2.9M
16	Blue Trust, Inc.	Shares	62.2KSH	$2.8M
17	Merit Financial Group, LLC	Shares	46.8KSH	$2.1M
18	J.W. COLE ADVISORS, INC.	Shares	44.9KSH	$2.0M
19	Tower View Wealth Management LLC	Shares	44.0KSH	$2.0M
20	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	42.1KSH	$1.9M
21	Aaron Wealth Advisors LLC	Shares	40.2KSH	$1.8M
22	Abacus Wealth Partners, LLC	Shares	39.8KSH	$1.8M
23	BSW Wealth Partners	Shares	37.2KSH	$1.7M
24	LVW Advisors, LLC	Shares	36.3KSH	$1.6M
25	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	28.7KSH	$1.3M
26	Nilsine Partners, LLC	Shares	28.3KSH	$1.3M
27	GAMMA Investing LLC	Shares	27.7KSH	$1.3M
28	CogentBlue Wealth Advisors, LLC	Shares	27.6KSH	$1.2M
29	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	26.5KSH	$1.2M
30	Venturi Wealth Management, LLC	Shares	23.9KSH	$1.1M
31	Boston Common Asset Management, LLC	Shares	20.6KSH	$929.3K
32	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	20.5KSH	$924.4K
33	Baader Bank Aktiengesellschaft	Shares	20.0KSH	$902.4K
34	EXCHANGE TRADED CONCEPTS, LLC	Shares	19.8KSH	$891.9K
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.6KSH	$836.0K
36	Henry James International Management Inc.	Shares	18.3KSH	$826.6K
37	Aprio Wealth Management, LLC	Shares	18.2KSH	$821.7K
38	INDEPENDENT FINANCIAL GROUP, LLC	Shares	17.8KSH	$802.6K
39	Farther Finance Advisors, LLC	Shares	17.5KSH	$782.7K
40	Foster Group, Inc.	Shares	17.2KSH	$776.3K
41	EverSource Wealth Advisors, LLC	Shares	16.7KSH	$755.5K
42	Fortitude Advisory Group L.L.C.	Shares	16.6KSH	$748.7K
43	Apollon Wealth Management, LLC	Shares	16.4KSH	$740.8K
44	GREENLEAF TRUST	Shares	15.6KSH	$705.9K
45	Sivia Capital Partners, LLC	Shares	15.2KSH	$683.6K
46	Snider Financial Group	Shares	15.0KSH	$676.8K
47	DRIVE WEALTH MANAGEMENT, LLC	Shares	13.4KSH	$606.2K
48	E Fund Management (Hong Kong) Co., Ltd.	Shares	13.1KSH	$591.3K
49	Composition Wealth, LLC	Shares	13.0KSH	$586.0K
50	QP WEALTH MANAGEMENT, LLC	Shares	12.2KSH	$550.7K

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

50 / 113 loaded

#		Instrument
1	TT International Asset Management LTD added	Shares	+864.9K	+$40.0M	$41.0M
2	Mirae Asset Global Investments Co., Ltd. new	Shares	+326.4K	+$14.7M	$14.7M
3	Ninety One North America, Inc. added	Shares	+2.4K	+$10.7M	$20.5M
4	BANQUE PICTET & CIE SA added	Shares	+3.5K	+$5.6M	$10.7M
5	Ballentine Partners, LLC added	Shares	+7.4K	+$3.2M	$5.9M
6	ABN AMRO INVESTMENT SOLUTIONS new	Shares	+69.4K	+$3.1M	$3.1M
7	China Universal Asset Management Co., Ltd. added	Shares	+33.0K	+$3.0M	$4.4M
8	Sequoia Financial Advisors, LLC trimmed	Shares	-10.2K	+$2.9M	$5.9M
9	ABC ARBITRAGE SA added	Shares	+29.2K	+$2.7M	$4.0M
10	Legacy Wealth Asset Management, LLC trimmed	Shares	-25.6K	+$2.6M	$6.1M
11	Bank Pictet & Cie (Europe) AG trimmed	Shares	-653	+$2.6M	$5.0M
12	Crossmark Global Holdings, Inc. added	Shares	+12.7K	+$2.5M	$4.3M
13	Ninety One UK Ltd unchanged	Shares	0	+$2.3M	$4.5M
14	SIGNATUREFD, LLC added	Shares	+2.5K	+$2.2M	$4.1M
15	J.W. COLE ADVISORS, INC. new	Shares	+44.9K	+$2.0M	$2.0M
16	Tower View Wealth Management LLC new	Shares	+44.0K	+$2.0M	$2.0M
17	QRG CAPITAL MANAGEMENT, INC. added	Shares	+6.2K	+$1.6M	$2.9M
18	Nilsine Partners, LLC new	Shares	+28.3K	+$1.3M	$1.3M
19	LVW Advisors, LLC added	Shares	+19.3K	+$1.3M	$1.6M
20	Blue Trust, Inc. trimmed	Shares	-9.2K	+$1.3M	$2.8M
21	Merit Financial Group, LLC trimmed	Shares	-2.4K	+$1.0M	$2.1M
22	Boston Common Asset Management, LLC new	Shares	+20.6K	+$929.3K	$929.3K
23	Aaron Wealth Advisors LLC trimmed	Shares	-1.8K	+$902.6K	$1.8M
24	BSW Wealth Partners trimmed	Shares	-1.8K	+$833.1K	$1.7M
25	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+17.8K	+$802.6K	$802.6K
26	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-8.8K	+$795.8K	$1.9M
27	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+430	+$681.0K	$1.3M
28	Snider Financial Group new	Shares	+15.0K	+$676.8K	$676.8K
29	CogentBlue Wealth Advisors, LLC added	Shares	+784	+$664.1K	$1.2M
30	GAMMA Investing LLC trimmed	Shares	-607	+$636.5K	$1.3M
31	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+7.8K	+$632.1K	$891.9K
32	MITCHELL & PAHL PRIVATE WEALTH, LLC trimmed	Shares	-250	+$616.5K	$1.2M
33	Venturi Wealth Management, LLC added	Shares	+767	+$575.9K	$1.1M
34	QP WEALTH MANAGEMENT, LLC new	Shares	+12.2K	+$550.7K	$550.7K
35	E Fund Management (Hong Kong) Co., Ltd. added	Shares	+10.4K	+$531.7K	$591.3K
36	Abacus Wealth Partners, LLC trimmed	Shares	-19.7K	+$505.6K	$1.8M
37	Burns Matteson Capital Management, LLC new	Shares	+11.2K	+$503.7K	$503.7K
38	Farther Finance Advisors, LLC added	Shares	+4.3K	+$486.4K	$782.7K
39	Apollon Wealth Management, LLC added	Shares	+3.7K	+$465.7K	$740.8K
40	Aprio Wealth Management, LLC added	Shares	+1.6K	+$462.4K	$821.7K
41	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.7K	+$458.9K	$836.0K
42	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-1.1K	+$457.4K	$924.4K
43	Foster Group, Inc. added	Shares	+1.3K	+$430.5K	$776.3K
44	GREENLEAF TRUST added	Shares	+2.0K	+$409.6K	$705.9K
45	Generali Investments CEE, investicni spolecnost, a.s. new	Shares	+9.0K	+$406.1K	$406.1K
46	Henry James International Management Inc. trimmed	Shares	-1.8K	+$389.9K	$826.6K
47	Diversified Trust Co new	Shares	+8.5K	+$381.3K	$381.3K
48	Heck Capital Advisors, LLC new	Shares	+8.2K	+$369.5K	$369.5K
49	Wellspring Financial Advisors, LLC new	Shares	+8.0K	+$362.9K	$362.9K
50	Composition Wealth, LLC added	Shares	+2.6K	+$361.8K	$586.0K

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