Filing Research | CHUNGHWA TELECOM CO LTD Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	164.0KSH	$7.3M
2	Ballentine Partners, LLC	Shares	67.8KSH	$3.0M
3	Crossmark Global Holdings, Inc.	Shares	56.3KSH	$2.5M
4	Sequoia Financial Advisors, LLC	Shares	54.1KSH	$2.4M
5	Perpetual Ltd	Shares	41.2KSH	$1.8M
6	SIGNATUREFD, LLC	Shares	35.6KSH	$1.6M
7	AUGUSTINE ASSET MANAGEMENT INC	Shares	17.7KSH	$781.6K
8	Mirae Asset Global Investments Co., Ltd.	Shares	15.7KSH	$693.2K
9	Blue Trust, Inc.	Shares	14.8KSH	$653.6K
10	BSW Wealth Partners	Shares	14.1KSH	$623.4K
11	Aaron Wealth Advisors LLC	Shares	12.5KSH	$553.1K
12	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	12.3KSH	$544.4K
13	Venturi Wealth Management, LLC	Shares	12.1KSH	$535.6K
14	Generali Investments CEE, investicni spolecnost, a.s.	Shares	11.4KSH	$505.8K
15	Prospera Financial Services Inc	Shares	11.0KSH	$487.1K
16	Vest Financial, LLC	Shares	10.4KSH	$459.6K
17	DRIVE WEALTH MANAGEMENT, LLC	Shares	9.1KSH	$404.7K
18	Foster Group, Inc.	Shares	9.0KSH	$397.3K
19	Gallacher Capital Management LLC	Shares	8.5KSH	$377.9K
20	GAMMA Investing LLC	Shares	7.7KSH	$339.7K
21	Merit Financial Group, LLC	Shares	6.5KSH	$288.0K
22	QRG CAPITAL MANAGEMENT, INC.	Shares	6.2KSH	$272.3K
23	CogentBlue Wealth Advisors, LLC	Shares	6.1KSH	$271.4K
24	Composition Wealth, LLC	Shares	5.9KSH	$261.3K
25	EverSource Wealth Advisors, LLC	Shares	5.8KSH	$257.1K
26	Aprio Wealth Management, LLC	Shares	5.8KSH	$255.4K
27	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.6KSH	$247.9K
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.7KSH	$237.9K
29	Fulcrum Equity Management	Shares	5.4KSH	$237.9K
30	Farther Finance Advisors, LLC	Shares	5.3KSH	$232.5K
31	Sivia Capital Partners, LLC	Shares	5.1KSH	$225.9K
32	Physician Wealth Advisors, Inc.	Shares	642SH	$28.4K
33	SBI Securities Co., Ltd.	Shares	413SH	$18.3K
34	Rosenberg Matthew Hamilton	Shares	397SH	$17.6K
35	True Wealth Design, LLC	Shares	372SH	$16.5K
36	LRI Investments, LLC	Shares	347SH	$15.4K
37	FINANCIAL CONSULATE, INC	Shares	300SH	$13.3K
38	JFS WEALTH ADVISORS, LLC	Shares	280SH	$12.4K
39	Gleason Group, Inc.	Shares	241SH	$10.7K
40	ELEVATION WEALTH PARTNERS, LLC	Shares	227SH	$10.0K
41	Key FInancial Inc	Shares	227SH	$10.0K
42	Versant Capital Management, Inc	Shares	197SH	$8.7K
43	Harbor Asset Planning, Inc.	Shares	167SH	$7.4K
44	HIGHLINE WEALTH PARTNERS LLC	Shares	131SH	$5.8K
45	IFP Advisors, Inc	Shares	103SH	$4.6K
46	Ares Financial Consulting, LLC	Shares	30SH	$1.3K
47	Trust Co	Shares	26SH	$1.2K
48	Abound Wealth Management	Shares	14SH	$620
49	EASTERN BANK	Shares	6SH	$273
50	GoalVest Advisory LLC	Shares	4SH	$177

Scroll to load more

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

50 / 54 loaded

#		Instrument
1	Ballentine Partners, LLC added	Shares	+29.6K	+$1.4M	$3.0M
2	Mirae Asset Global Investments Co., Ltd. new	Shares	+15.7K	+$693.2K	$693.2K
3	Sequoia Financial Advisors, LLC added	Shares	+6.3K	+$377.2K	$2.4M
4	Robeco Institutional Asset Management B.V. unchanged	Shares	0	+$331.4K	$7.3M
5	QRG CAPITAL MANAGEMENT, INC. new	Shares	+6.2K	+$272.3K	$272.3K
6	Composition Wealth, LLC new	Shares	+5.9K	+$261.3K	$261.3K
7	Vest Financial, LLC added	Shares	+3.9K	+$185.2K	$459.6K
8	BSW Wealth Partners added	Shares	+3.5K	+$177.2K	$623.4K
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+3.6K	+$175.4K	$544.4K
10	Aaron Wealth Advisors LLC added	Shares	+2.2K	+$118.7K	$553.1K
11	SIGNATUREFD, LLC added	Shares	+856	+$108.0K	$1.6M
12	Venturi Wealth Management, LLC added	Shares	+1.5K	+$87.8K	$535.6K
13	Perpetual Ltd unchanged	Shares	0	+$83.1K	$1.8M
14	Merit Financial Group, LLC added	Shares	+1.4K	+$71.2K	$288.0K
15	CogentBlue Wealth Advisors, LLC added	Shares	+1.4K	+$70.9K	$271.4K
16	Farther Finance Advisors, LLC added	Shares	+988	+$51.9K	$232.5K
17	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+745	+$49.9K	$404.7K
18	AUGUSTINE ASSET MANAGEMENT INC unchanged	Shares	0	+$35.7K	$781.6K
19	Aprio Wealth Management, LLC added	Shares	+419	+$29.4K	$255.4K
20	Prospera Financial Services Inc added	Shares	+119	+$27.3K	$487.1K
21	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+373	+$27.1K	$247.9K
22	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	+$23.1K	$505.8K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+518	+$16.4K	$237.9K
24	Fulcrum Equity Management unchanged	Shares	0	+$10.9K	$237.9K
25	Gleason Group, Inc. new	Shares	+241	+$10.7K	$10.7K
26	Sivia Capital Partners, LLC unchanged	Shares	0	+$10.3K	$225.9K
27	ELEVATION WEALTH PARTNERS, LLC new	Shares	+227	+$10.0K	$10.0K
28	Physician Wealth Advisors, Inc. added	Shares	+159	+$8.0K	$28.4K
29	GAMMA Investing LLC trimmed	Shares	-186	+$7.6K	$339.7K
30	LRI Investments, LLC added	Shares	+91	+$4.5K	$15.4K
31	True Wealth Design, LLC added	Shares	+79	+$4.1K	$16.5K
32	Versant Capital Management, Inc added	Shares	+35	+$1.9K	$8.7K
33	Rosenberg Matthew Hamilton unchanged	Shares	0	+$802	$17.6K
34	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$565	$12.4K
35	Key FInancial Inc unchanged	Shares	0	+$459	$10.0K
36	Harbor Asset Planning, Inc. unchanged	Shares	0	+$337	$7.4K
37	EASTERN BANK new	Shares	+6	+$273	$273
38	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$265	$5.8K
39	IFP Advisors, Inc unchanged	Shares	0	+$208	$4.6K
40	Ares Financial Consulting, LLC unchanged	Shares	0	+$56	$1.3K
41	Trust Co unchanged	Shares	0	+$53	$1.2K
42	GoalVest Advisory LLC unchanged	Shares	0	+$8	$177
43	TSFG, LLC unchanged	Shares	0	$0	$4
44	Abound Wealth Management trimmed	Shares	-1	-$14	$620
45	FINANCIAL CONSULATE, INC trimmed	Shares	-54	-$1.7K	$13.3K
46	SBI Securities Co., Ltd. trimmed	Shares	-62	-$1.8K	$18.3K
47	Crewe Advisors LLC exited	Shares	-194	-$8.2K	$0
48	Foster Group, Inc. trimmed	Shares	-846	-$17.6K	$397.3K
49	Crossmark Global Holdings, Inc. trimmed	Shares	-4.8K	-$90.0K	$2.5M
50	Blue Trust, Inc. trimmed	Shares	-3.0K	-$98.2K	$653.6K

Scroll to load more