Filing Research | CIA ENERGETICA DE MINAS GERA Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Crossmark Global Holdings, Inc.	Shares	4.0MSH	$8.5M
2	Robeco Institutional Asset Management B.V.	Shares	1.9MSH	$3.9M
3	Abundance Wealth Counselors	Shares	886.6KSH	$1.9M
4	Generali Investments CEE, investicni spolecnost, a.s.	Shares	507.0KSH	$1.1M
5	GREENLEAF TRUST	Shares	456.8KSH	$959.3K
6	Farther Finance Advisors, LLC	Shares	456.1KSH	$958.0K
7	SIGNATUREFD, LLC	Shares	178.9KSH	$375.6K
8	QRG CAPITAL MANAGEMENT, INC.	Shares	144.2KSH	$302.9K
9	Plan A Wealth LLC	Shares	121.2KSH	$254.5K
10	Mirae Asset Global Investments Co., Ltd.	Shares	86.8KSH	$182.4K
11	Avidian Wealth Enterprises, LLC	Shares	70.0KSH	$146.9K
12	Sequoia Financial Advisors, LLC	Shares	63.5KSH	$133.3K
13	Blue Trust, Inc.	Shares	53.3KSH	$111.9K
14	Ballentine Partners, LLC	Shares	34.8KSH	$73.1K
15	SBI Securities Co., Ltd.	Shares	31.8KSH	$66.8K
16	Blackhawk Capital Partners, LLC	Shares	24.3KSH	$51.1K
17	Triumph Capital Management	Shares	21.4KSH	$45.0K
18	PFG Advisors	Shares	18.3KSH	$38.4K
19	GAMMA Investing LLC	Shares	16.6KSH	$35.0K
20	Canopy Partners, LLC	Shares	15.6KSH	$32.8K
21	BSW Wealth Partners	Shares	14.7KSH	$31.0K
22	EverSource Wealth Advisors, LLC	Shares	14.3KSH	$29.9K
23	Traveka Wealth, LLC	Shares	13.4KSH	$28.2K
24	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	12.1KSH	$25.5K
25	Abacus Wealth Partners, LLC	Shares	10.1KSH	$21.2K
26	Harbor Asset Planning, Inc.	Shares	8.0KSH	$16.9K
27	Hilltop National Bank	Shares	8.0KSH	$16.8K
28	Valued Wealth Advisors LLC	Shares	1.3KSH	$2.8K
29	JFS WEALTH ADVISORS, LLC	Shares	311SH	$654
30	True Wealth Design, LLC	Shares	130SH	$273
31	Versant Capital Management, Inc	Shares	116SH	$244
32	LRI Investments, LLC	Shares	51SH	$107
33	PARK AVENUE SECURITIES LLC	Shares	16.8KSH	$35
34	FNY Investment Advisers, LLC	Shares	10.0KSH	$21

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

38 / 38 loaded

#		Instrument
1	Abundance Wealth Counselors added	Shares	+815.5K	+$1.7M	$1.9M
2	Plan A Wealth LLC new	Shares	+121.2K	+$254.5K	$254.5K
3	Mirae Asset Global Investments Co., Ltd. new	Shares	+86.8K	+$182.4K	$182.4K
4	Avidian Wealth Enterprises, LLC added	Shares	+24.1K	+$37.3K	$146.9K
5	BSW Wealth Partners added	Shares	+2.8K	+$2.4K	$31.0K
6	Versant Capital Management, Inc new	Shares	+116	+$244	$244
7	LRI Investments, LLC new	Shares	+51	+$107	$107
8	FNY Investment Advisers, LLC added	Shares	+6.0K	+$12	$21
9	FNY Investment Advisers, LLC exited	CALL	-55	$0	$0
10	PARK AVENUE SECURITIES LLC added	Shares	+1.0K	-$3	$35
11	True Wealth Design, LLC unchanged	Shares	0	-$38	$273
12	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$90	$654
13	Valued Wealth Advisors LLC unchanged	Shares	0	-$386	$2.8K
14	Traveka Wealth, LLC added	Shares	+722	-$2.2K	$28.2K
15	Hilltop National Bank unchanged	Shares	0	-$2.3K	$16.8K
16	Harbor Asset Planning, Inc. unchanged	Shares	0	-$2.3K	$16.9K
17	Abacus Wealth Partners, LLC unchanged	Shares	0	-$2.9K	$21.2K
18	Canopy Partners, LLC unchanged	Shares	0	-$4.5K	$32.8K
19	PFG Advisors trimmed	Shares	-102	-$5.5K	$38.4K
20	Ballentine Partners, LLC added	Shares	+1.9K	-$5.7K	$73.1K
21	AdvisorNet Financial, Inc exited	Shares	-2.4K	-$5.8K	$0
22	Triumph Capital Management unchanged	Shares	0	-$6.2K	$45.0K
23	Blackhawk Capital Partners, LLC unchanged	Shares	0	-$7.1K	$51.1K
24	GAMMA Investing LLC trimmed	Shares	-2.1K	-$9.8K	$35.0K
25	Farther Finance Advisors, LLC added	Shares	+57.8K	-$9.8K	$958.0K
26	Sequoia Financial Advisors, LLC added	Shares	+2.2K	-$13.2K	$133.3K
27	SBI Securities Co., Ltd. trimmed	Shares	-3.7K	-$18.0K	$66.8K
28	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-7.5K	-$21.6K	$25.5K
29	Blue Trust, Inc. trimmed	Shares	-9.0K	-$37.0K	$111.9K
30	QRG CAPITAL MANAGEMENT, INC. added	Shares	+412	-$40.8K	$302.9K
31	Vanguard Capital Wealth Advisors exited	Shares	-17.6K	-$42.1K	$0
32	EverSource Wealth Advisors, LLC trimmed	Shares	-18.3K	-$47.8K	$29.9K
33	YOUSIF CAPITAL MANAGEMENT, LLC exited	Shares	-23.3K	-$55.6K	$0
34	SIGNATUREFD, LLC trimmed	Shares	-2.4K	-$57.7K	$375.6K
35	GREENLEAF TRUST unchanged	Shares	0	-$132.5K	$959.3K
36	Generali Investments CEE, investicni spolecnost, a.s. trimmed	Shares	-415.0K	-$1.1M	$1.1M
37	Crossmark Global Holdings, Inc. trimmed	Shares	-8.7K	-$1.2M	$8.5M
38	Robeco Institutional Asset Management B.V. trimmed	Shares	-950.1K	-$2.8M	$3.9M