Filing Research | GSK PLC SPONSORED ADR Institutional Holdings

Snapshot holdings

50 / 295 loaded

#		Instrument	quantity
1	Douglas Lane & Associates, LLC	Shares	946.6KSH	$49.6M
2	Thomasville National Bank	Shares	871.5KSH	$45.7M
3	ABC ARBITRAGE SA	Shares	538.9KSH	$28.2M
4	Capricorn Fund Managers Ltd	Shares	426.4KSH	$22.4M
5	Foster Victor Wealth Advisors, LLC	Shares	414.3KSH	$21.2M
6	Sound Income Strategies, LLC	Shares	339.1KSH	$17.8M
7	Keystone Financial Planning, Inc.	Shares	195.6KSH	$10.3M
8	QRG CAPITAL MANAGEMENT, INC.	Shares	191.5KSH	$10.0M
9	Transmarket Holdings LP	Shares	188.5KSH	$9.9M
10	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	182.7KSH	$9.6M
11	Bell Bank	Shares	181.2KSH	$9.5M
12	KEATING INVESTMENT COUNSELORS INC	Shares	166.8KSH	$8.7M
13	Gilman Hill Asset Management, LLC	Shares	128.8KSH	$6.7M
14	ARS Wealth Advisors Group, LLC	Shares	127.6KSH	$6.7M
15	HENNESSY ADVISORS INC	Shares	122.5KSH	$6.4M
16	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	119.9KSH	$6.3M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	114.9KSH	$6.1M
18	Stablepoint Partners, LLC	Shares	109.7KSH	$5.8M
19	TrueMark Investments, LLC	Shares	108.9KSH	$5.7M
20	Cohen Klingenstein LLC	Shares	79.4KSH	$4.2M
21	D.A. DAVIDSON & CO.	Shares	71.4KSH	$3.7M
22	FACTORY MUTUAL INSURANCE CO	Shares	70.2KSH	$3.7M
23	Old Port Advisors	Shares	69.5KSH	$3.6M
24	BAR HARBOR WEALTH MANAGEMENT	Shares	67.2KSH	$3.5M
25	Abundance Wealth Counselors	Shares	66.0KSH	$3.5M
26	Cardinal Capital Management	Shares	62.1KSH	$3.3M
27	MADDEN SECURITIES Corp	Shares	53.4KSH	$2.8M
28	CWA Asset Management Group, LLC	Shares	53.0KSH	$2.8M
29	SIGNATUREFD, LLC	Shares	48.5KSH	$2.5M
30	CHRISTINE MESSMER PC	Shares	48.5KSH	$2.5M
31	Ledyard National Bank	Shares	48.2KSH	$2.5M
32	First Bank & Trust	Shares	41.5KSH	$2.2M
33	BONNESS ENTERPRISES INC	Shares	41.5KSH	$2.2M
34	Crossmark Global Holdings, Inc.	Shares	40.9KSH	$2.1M
35	NAPLES GLOBAL ADVISORS, LLC	Shares	39.4KSH	$2.1M
36	CITIZENS & NORTHERN CORP	Shares	39.2KSH	$2.1M
37	Merit Financial Group, LLC	Shares	39.2KSH	$2.1M
38	Brookstone Capital Management	Shares	38.0KSH	$2.0M
39	SBI Securities Co., Ltd.	Shares	36.4KSH	$1.9M
40	Sequoia Financial Advisors, LLC	Shares	36.3KSH	$1.9M
41	Royal Fund Management, LLC	Shares	36.1KSH	$1.9M
42	Farther Finance Advisors, LLC	Shares	35.0KSH	$1.8M
43	TRUST CO OF TOLEDO NA /OH/	Shares	34.1KSH	$1.8M
44	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	33.7KSH	$1.8M
45	Aaron Wealth Advisors LLC	Shares	31.9KSH	$1.7M
46	Revisor Wealth Management LLC	Shares	30.8KSH	$1.6M
47	Redhawk Wealth Advisors, Inc.	Shares	29.7KSH	$1.6M
48	Patriot Financial Group Insurance Agency, LLC	Shares	29.6KSH	$1.6M
49	InvesTrust	Shares	29.0KSH	$1.5M
50	Diversified Trust Co	Shares	27.0KSH	$1.4M

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

50 / 321 loaded

#		Instrument
1	Capricorn Fund Managers Ltd new	Shares	+426.4K	+$22.4M	$22.4M
2	Keystone Financial Planning, Inc. added	Shares	+189.5K	+$9.9M	$10.3M
3	Abundance Wealth Counselors added	Shares	+32.8K	+$1.6M	$3.5M
4	NEW WAVE WEALTH ADVISORS LLC added	Shares	+14.7K	+$750.2K	$1.2M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+12.8K	+$501.7K	$6.1M
6	Larry Mathis Financial Planning, LLC new	Shares	+7.3K	+$383.6K	$383.6K
7	PRESILIUM PRIVATE WEALTH, LLC new	Shares	+6.9K	+$359.2K	$359.2K
8	MISSION WEALTH MANAGEMENT, LP added	Shares	+6.1K	+$298.3K	$766.5K
9	Curated Wealth Partners LLC new	Shares	+250.1K	+$290.9K	$290.9K
10	PARSONS CAPITAL MANAGEMENT INC/RI new	Shares	+4.9K	+$254.6K	$254.6K
11	Capital Investment Advisory Services, LLC added	Shares	+4.6K	+$226.7K	$466.7K
12	Red Door Wealth Management, LLC new	Shares	+4.2K	+$219.8K	$219.8K
13	QRG CAPITAL MANAGEMENT, INC. added	Shares	+13.5K	+$215.7K	$10.0M
14	Avior Wealth Management, LLC new	Shares	+3.9K	+$205.1K	$205.1K
15	Confluence Wealth Services, Inc. new	Shares	+3.9K	+$203.5K	$203.5K
16	Foster Group, Inc. new	Shares	+3.9K	+$203.1K	$203.1K
17	CWA Asset Management Group, LLC added	Shares	+6.1K	+$189.1K	$2.8M
18	OLD NATIONAL BANCORP /IN/ added	Shares	+3.8K	+$176.1K	$685.8K
19	Venturi Wealth Management, LLC added	Shares	+2.9K	+$138.9K	$434.0K
20	Union Bancaire Privee, UBP SA added	Shares	+1.4K	+$73.7K	$83.2K
21	ASPIRIANT, LLC added	Shares	+1.8K	+$69.4K	$538.2K
22	Ballentine Partners, LLC added	Shares	+2.3K	+$66.2K	$1.2M
23	Gilman Hill Asset Management, LLC added	Shares	+7.6K	+$62.4K	$6.7M
24	NWAM LLC added	Shares	+1.8K	+$58.9K	$794.7K
25	RFG Advisory, LLC added	Shares	+1.8K	+$46.7K	$964.1K
26	Rosenberg Matthew Hamilton added	Shares	+950	+$46.0K	$121.9K
27	Arlington Partners LLC added	Shares	+1.0K	+$40.6K	$282.4K
28	Apollon Wealth Management, LLC added	Shares	+1.6K	+$37.4K	$951.1K
29	Bogart Wealth, LLC added	Shares	+739	+$34.6K	$117.8K
30	RIVERSEDGE ADVISORS, LLC added	Shares	+796	+$31.6K	$234.1K
31	SJS Investment Consulting Inc. added	Shares	+483	+$24.7K	$36.2K
32	Herold Advisors, Inc. added	Shares	+862	+$23.1K	$484.0K
33	Darwin Wealth Management, LLC added	Shares	+432	+$22.6K	$22.6K
34	Mayflower Financial Advisors, LLC added	Shares	+582	+$20.1K	$227.6K
35	Portside Wealth Group, LLC added	Shares	+862	+$19.3K	$535.7K
36	Keudell/Morrison Wealth Management added	Shares	+657	+$18.7K	$331.7K
37	Crossmark Global Holdings, Inc. added	Shares	+2.4K	+$18.5K	$2.1M
38	GAMMA Investing LLC added	Shares	+840	+$15.0K	$593.9K
39	Golden State Wealth Management, LLC added	Shares	+301	+$12.6K	$75.8K
40	Advantage Trust Co new	Shares	+240	+$12.6K	$12.6K
41	ST GERMAIN D J CO INC added	Shares	+265	+$10.9K	$69.7K
42	BENJAMIN EDWARDS INC added	Shares	+454	+$9.3K	$297.2K
43	HHM Wealth Advisors, LLC added	Shares	+225	+$9.2K	$60.4K
44	LifeSteps Financial, Inc. new	Shares	+170	+$8.9K	$8.9K
45	ELEVATION WEALTH PARTNERS, LLC new	Shares	+164	+$8.6K	$8.6K
46	Norway Savings Bank added	Shares	+832	+$8.4K	$710.6K
47	E Fund Management (Hong Kong) Co., Ltd. added	Shares	+169	+$8.1K	$22.7K
48	Quaker Wealth Management, LLC added	Shares	+200	+$8.1K	$55.8K
49	Southland Equity Partners LLC added	Shares	+332	+$5.9K	$234.1K
50	Mosley Wealth Management added	Shares	+35	+$4.9K	$19.2K

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