Filing Research | Barclays PLC ADR Institutional Holdings

Snapshot holdings

50 / 121 loaded

#		Instrument	quantity
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	1.2MSH	$31.7M
2	COOKSON PEIRCE & CO INC	Shares	825.8KSH	$22.2M
3	QRG CAPITAL MANAGEMENT, INC.	Shares	439.5KSH	$11.8M
4	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	396.8KSH	$10.7M
5	Crossmark Global Holdings, Inc.	Shares	264.6KSH	$7.1M
6	Gradient Investments LLC	Shares	228.2KSH	$6.1M
7	Triasima Portfolio Management inc.	Shares	182.2KSH	$4.9M
8	GKV Capital Management Co., Inc.	Shares	146.9KSH	$3.9M
9	GC Wealth Management RIA, LLC	Shares	114.6KSH	$3.1M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	109.3KSH	$3.0M
11	Diversified Trust Co	Shares	107.9KSH	$2.9M
12	BTC Capital Management, Inc.	Shares	107.6KSH	$2.9M
13	PVG ASSET MANAGEMENT CORP	Shares	90.7KSH	$2.4M
14	SIGNATUREFD, LLC	Shares	79.7KSH	$2.1M
15	Merit Financial Group, LLC	Shares	66.7KSH	$1.8M
16	Henry James International Management Inc.	Shares	61.3KSH	$1.6M
17	Aaron Wealth Advisors LLC	Shares	52.6KSH	$1.4M
18	Sequoia Financial Advisors, LLC	Shares	50.3KSH	$1.4M
19	Legacy Wealth Asset Management, LLC	Shares	41.3KSH	$1.1M
20	Baron Wealth Management LLC	Shares	40.8KSH	$1.1M
21	SHEETS SMITH WEALTH MANAGEMENT	Shares	39.5KSH	$1.1M
22	Nilsine Partners, LLC	Shares	37.0KSH	$994.1K
23	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	36.9KSH	$992.0K
24	Blue Trust, Inc.	Shares	36.1KSH	$970.5K
25	Ballentine Partners, LLC	Shares	34.5KSH	$926.7K
26	Burns Matteson Capital Management, LLC	Shares	32.7KSH	$877.4K
27	Envestnet Portfolio Solutions, Inc.	Shares	32.0KSH	$858.2K
28	Farther Finance Advisors, LLC	Shares	27.8KSH	$747.6K
29	Versant Capital Management, Inc	Shares	26.5KSH	$712.9K
30	DAVENPORT & Co LLC	Shares	26.2KSH	$703.8K
31	GAMMA Investing LLC	Shares	24.1KSH	$646.9K
32	Gallacher Capital Management LLC	Shares	22.9KSH	$615.3K
33	Aprio Wealth Management, LLC	Shares	22.8KSH	$612.8K
34	Wealth Architects, LLC	Shares	19.9KSH	$534.7K
35	Venturi Wealth Management, LLC	Shares	19.3KSH	$518.6K
36	OLD NATIONAL BANCORP /IN/	Shares	18.8KSH	$503.7K
37	Apollon Wealth Management, LLC	Shares	16.2KSH	$435.9K
38	Five Oceans Advisors	Shares	15.2KSH	$408.9K
39	Valeo Financial Advisors, LLC	Shares	15.2KSH	$407.0K
40	DRIVE WEALTH MANAGEMENT, LLC	Shares	14.7KSH	$396.0K
41	EverSource Wealth Advisors, LLC	Shares	14.7KSH	$394.3K
42	Canopy Partners, LLC	Shares	13.9KSH	$373.4K
43	Sowell Financial Services LLC	Shares	13.8KSH	$371.0K
44	Sivia Capital Partners, LLC	Shares	13.5KSH	$361.9K
45	Abel Hall, LLC	Shares	13.3KSH	$358.0K
46	55 North Private Wealth, LLC	Shares	13.3KSH	$356.1K
47	GREENLEAF TRUST	Shares	13.0KSH	$349.4K
48	ANCHYRA PARTNERS LLC	Shares	12.6KSH	$338.4K
49	GK Wealth Management LLC	Shares	12.6KSH	$337.3K
50	RIVERSEDGE ADVISORS, LLC	Shares	12.0KSH	$321.7K

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

50 / 135 loaded

#		Instrument
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+12.9K	+$7.0M	$31.7M
2	COOKSON PEIRCE & CO INC added	Shares	+2.3K	+$4.8M	$22.2M
3	QRG CAPITAL MANAGEMENT, INC. added	Shares	+17.1K	+$2.9M	$11.8M
4	CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed	Shares	-6.9K	+$2.1M	$10.7M
5	Gradient Investments LLC added	Shares	+13.3K	+$1.6M	$6.1M
6	Crossmark Global Holdings, Inc. added	Shares	+2.3K	+$1.6M	$7.1M
7	GKV Capital Management Co., Inc. added	Shares	+5.3K	+$950.4K	$3.9M
8	Triasima Portfolio Management inc. trimmed	Shares	-6.9K	+$892.4K	$4.9M
9	BTC Capital Management, Inc. added	Shares	+2.4K	+$664.1K	$2.9M
10	Diversified Trust Co trimmed	Shares	-1.8K	+$577.0K	$2.9M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-6.6K	+$476.6K	$3.0M
12	SIGNATUREFD, LLC trimmed	Shares	-443	+$444.8K	$2.1M
13	Merit Financial Group, LLC added	Shares	+2.7K	+$437.1K	$1.8M
14	Aaron Wealth Advisors LLC added	Shares	+4.8K	+$402.2K	$1.4M
15	55 North Private Wealth, LLC new	Shares	+13.3K	+$356.1K	$356.1K
16	Henry James International Management Inc. added	Shares	+80	+$351.3K	$1.6M
17	Baron Wealth Management LLC added	Shares	+5.6K	+$350.5K	$1.1M
18	GK Wealth Management LLC new	Shares	+12.6K	+$337.3K	$337.3K
19	RIVERSEDGE ADVISORS, LLC new	Shares	+12.0K	+$321.7K	$321.7K
20	Sequoia Financial Advisors, LLC added	Shares	+1.1K	+$310.0K	$1.4M
21	Versant Capital Management, Inc added	Shares	+7.2K	+$303.8K	$712.9K
22	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+9.9K	+$264.8K	$264.8K
23	Optas, LLC new	Shares	+8.9K	+$240.3K	$240.3K
24	FLC Capital Advisors new	Shares	+8.9K	+$238.1K	$238.1K
25	Envestnet Portfolio Solutions, Inc. added	Shares	+2.3K	+$230.2K	$858.2K
26	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	+$225.0K	$1.1M
27	Legacy Wealth Asset Management, LLC trimmed	Shares	-642	+$222.0K	$1.1M
28	Farther Finance Advisors, LLC added	Shares	+3.4K	+$213.8K	$747.6K
29	Ballentine Partners, LLC added	Shares	+336	+$203.8K	$926.7K
30	PARK NATIONAL CORP /OH/ new	Shares	+7.6K	+$203.4K	$203.4K
31	GAMMA Investing LLC added	Shares	+2.6K	+$192.5K	$646.9K
32	Burns Matteson Capital Management, LLC trimmed	Shares	-312	+$179.6K	$877.4K
33	Aprio Wealth Management, LLC added	Shares	+2.1K	+$174.2K	$612.8K
34	Curated Wealth Partners LLC new	Shares	+150.2K	+$161.6K	$161.6K
35	Venturi Wealth Management, LLC added	Shares	+2.4K	+$160.8K	$518.6K
36	Valeo Financial Advisors, LLC added	Shares	+3.0K	+$150.9K	$407.0K
37	Atlatl Advisers LLC new	Shares	+5.6K	+$150.4K	$150.4K
38	Nilsine Partners, LLC trimmed	Shares	-267	+$133.4K	$994.1K
39	ANCHYRA PARTNERS LLC added	Shares	+1.9K	+$113.0K	$338.4K
40	Sowell Financial Services LLC added	Shares	+1.6K	+$111.7K	$371.0K
41	PVG ASSET MANAGEMENT CORP unchanged	Shares	0	+$110.7K	$2.4M
42	Wealth Architects, LLC trimmed	Shares	-788	+$96.8K	$534.7K
43	Abel Hall, LLC added	Shares	+958	+$96.2K	$358.0K
44	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+477	+$94.1K	$396.0K
45	GREENLEAF TRUST added	Shares	+692	+$88.8K	$349.4K
46	Five Oceans Advisors unchanged	Shares	0	+$86.8K	$408.9K
47	Canopy Partners, LLC unchanged	Shares	0	+$79.2K	$373.4K
48	IFP Advisors, Inc added	Shares	+1.2K	+$77.7K	$247.0K
49	Cape Investment Advisory, Inc. new	Shares	+2.8K	+$75.1K	$75.1K
50	Gallacher Capital Management LLC trimmed	Shares	-2.8K	+$70.4K	$615.3K

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