Filing Research | SAP SE-SPONSORED ADR Institutional Holdings

Snapshot holdings

50 / 219 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	172.1KSH	$26.5M
2	COERENTE CAPITAL MANAGEMENT	Shares	160.6KSH	$24.8M
3	RIVERBRIDGE PARTNERS LLC	Shares	125.7KSH	$19.4M
4	CIDEL ASSET MANAGEMENT INC	Shares	112.0KSH	$17.3M
5	Cardinal Capital Management, Inc.	Shares	91.0KSH	$14.0M
6	Crossmark Global Holdings, Inc.	Shares	77.7KSH	$12.0M
7	QRG CAPITAL MANAGEMENT, INC.	Shares	68.4KSH	$10.5M
8	Value Partners Investments Inc.	Shares	66.0KSH	$10.2M
9	NorthCrest Asset Manangement, LLC	Shares	63.8KSH	$10.1M
10	EQUITABLE TRUST CO	Shares	48.6KSH	$7.5M
11	Boston Common Asset Management, LLC	Shares	47.6KSH	$7.3M
12	Henry James International Management Inc.	Shares	43.5KSH	$6.7M
13	NAPLES GLOBAL ADVISORS, LLC	Shares	41.4KSH	$6.4M
14	Cohen Klingenstein LLC	Shares	28.0KSH	$4.3M
15	Cardinal Capital Management	Shares	27.6KSH	$4.2M
16	Venturi Wealth Management, LLC	Shares	25.2KSH	$3.9M
17	SIGNATUREFD, LLC	Shares	21.9KSH	$3.4M
18	LOUISBOURG INVESTMENTS INC.	Shares	21.7KSH	$3.3M
19	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	20.0KSH	$3.1M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	83.3KSH	$3.0M
21	FACTORY MUTUAL INSURANCE CO	Shares	19.3KSH	$3.0M
22	JCIC Asset Management Inc.	Shares	16.4KSH	$2.8M
23	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	17.4KSH	$2.7M
24	BENJAMIN EDWARDS INC	Shares	17.4KSH	$2.7M
25	Fiduciary Alliance LLC	Shares	16.2KSH	$2.5M
26	Aaron Wealth Advisors LLC	Shares	15.6KSH	$2.4M
27	Sequoia Financial Advisors, LLC	Shares	14.9KSH	$2.3M
28	Capstone Capital Management Ltd	Shares	14.8KSH	$2.3M
29	STERLING INVESTMENT MANAGEMENT, LLC	Shares	14.7KSH	$2.3M
30	Legacy Wealth Asset Management, LLC	Shares	14.4KSH	$2.2M
31	Hennion & Walsh Asset Management, Inc.	Shares	14.1KSH	$2.2M
32	Ballentine Partners, LLC	Shares	13.6KSH	$2.1M
33	FIRST MERCHANTS CORP	Shares	13.5KSH	$2.1M
34	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	13.5KSH	$2.1M
35	GC Wealth Management RIA, LLC	Shares	13.2KSH	$2.0M
36	Asio Capital, LLC	Shares	13.0KSH	$2.0M
37	Prospera Financial Services Inc	Shares	11.3KSH	$1.7M
38	Cox Capital Mgt LLC	Shares	10.7KSH	$1.7M
39	Live Oak Private Wealth LLC	Shares	10.2KSH	$1.6M
40	Farther Finance Advisors, LLC	Shares	10.1KSH	$1.6M
41	WEATHERLY ASSET MANAGEMENT L. P.	Shares	9.8KSH	$1.5M
42	CHIRON CAPITAL MANAGEMENT, LLC	Shares	9.1KSH	$1.4M
43	Merit Financial Group, LLC	Shares	8.4KSH	$1.3M
44	Stablepoint Partners, LLC	Shares	7.8KSH	$1.2M
45	Perpetual Ltd	Shares	7.4KSH	$1.1M
46	BURNEY CO/	Shares	7.3KSH	$1.1M
47	PING CAPITAL MANAGEMENT, INC.	Shares	6.9KSH	$1.1M
48	Envestnet Portfolio Solutions, Inc.	Shares	6.9KSH	$1.1M
49	Vest Financial, LLC	Shares	6.9KSH	$1.1M
50	YHB Investment Advisors, Inc.	Shares	6.8KSH	$1.1M

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

50 / 254 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ new	Shares	+172.1K	+$26.5M	$26.5M
2	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new	Shares	+20.0K	+$3.1M	$3.1M
3	Capstone Capital Management Ltd new	Shares	+14.8K	+$2.3M	$2.3M
4	Asio Capital, LLC new	Shares	+13.0K	+$2.0M	$2.0M
5	Live Oak Private Wealth LLC new	Shares	+10.2K	+$1.6M	$1.6M
6	Venturi Wealth Management, LLC added	Shares	+10.5K	+$1.4M	$3.9M
7	STERLING INVESTMENT MANAGEMENT, LLC added	Shares	+8.6K	+$1.2M	$2.3M
8	COERENTE CAPITAL MANAGEMENT added	Shares	+22.9K	+$1.2M	$24.8M
9	Perpetual Ltd new	Shares	+7.4K	+$1.1M	$1.1M
10	PING CAPITAL MANAGEMENT, INC. new	Shares	+6.9K	+$1.1M	$1.1M
11	Family Legacy Financial Solutions, LLC new	Shares	+5.8K	+$933.6K	$933.6K
12	Ballentine Partners, LLC added	Shares	+5.6K	+$727.3K	$2.1M
13	BENJAMIN EDWARDS INC added	Shares	+4.9K	+$545.4K	$2.7M
14	J.W. COLE ADVISORS, INC. new	Shares	+3.1K	+$477.1K	$477.1K
15	Investors Research Corp added	Shares	+3.0K	+$457.5K	$467.0K
16	Vest Financial, LLC added	Shares	+3.3K	+$448.4K	$1.1M
17	Aaron Wealth Advisors LLC added	Shares	+3.5K	+$324.9K	$2.4M
18	GC Wealth Management RIA, LLC added	Shares	+3.2K	+$323.1K	$2.0M
19	55 North Private Wealth, LLC new	Shares	+2.1K	+$318.5K	$318.5K
20	LOUISBOURG INVESTMENTS INC. added	Shares	+4.0K	+$314.1K	$3.3M
21	Miller Global Investments, LLC added	Shares	+2.2K	+$311.9K	$626.8K
22	Abel Hall, LLC added	Shares	+2.1K	+$278.7K	$668.8K
23	BEACON FINANCIAL GROUP new	Shares	+1.8K	+$274.5K	$274.5K
24	Nolet Wealth Management, LLC new	Shares	+1.7K	+$257.3K	$257.3K
25	First Bank & Trust new	Shares	+1.6K	+$244.6K	$244.6K
26	Focus Financial Network, Inc. new	Shares	+1.5K	+$233.5K	$233.5K
27	CHRISTINE MESSMER PC new	Shares	+1.5K	+$229.6K	$229.6K
28	Envestnet Portfolio Solutions, Inc. added	Shares	+2.0K	+$228.5K	$1.1M
29	LANARK FINANCIAL, INC. added	Shares	+1.9K	+$223.2K	$927.4K
30	FULTON BANK, N.A. added	Shares	+1.6K	+$222.0K	$428.3K
31	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+1.5K	+$211.4K	$484.7K
32	Valeo Financial Advisors, LLC added	Shares	+1.3K	+$162.6K	$489.0K
33	Prospera Financial Services Inc added	Shares	+2.0K	+$149.2K	$1.7M
34	Brucke Financial, Inc. added	Shares	+1.2K	+$145.5K	$497.5K
35	PFG Investments, LLC added	Shares	+1.1K	+$141.7K	$364.2K
36	NAPLES GLOBAL ADVISORS, LLC added	Shares	+4.9K	+$129.3K	$6.4M
37	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.2K	+$124.0K	$739.7K
38	RFG Advisory, LLC added	Shares	+910	+$103.2K	$473.4K
39	Foster Group, Inc. added	Shares	+694	+$83.4K	$319.5K
40	QRG CAPITAL MANAGEMENT, INC. added	Shares	+7.3K	+$83.2K	$10.5M
41	Foster Victor Wealth Advisors, LLC added	Shares	+638	+$73.8K	$397.0K
42	CERTIOR FINANCIAL GROUP, LLC added	Shares	+625	+$70.2K	$331.8K
43	Cape Investment Advisory, Inc. new	Shares	+412	+$63.5K	$63.5K
44	Rosenberg Matthew Hamilton added	Shares	+510	+$59.8K	$248.3K
45	Gallacher Capital Management LLC added	Shares	+591	+$58.7K	$382.7K
46	EASTERN BANK added	Shares	+400	+$55.4K	$117.9K
47	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+466	+$51.5K	$277.1K
48	OLD NATIONAL BANCORP /IN/ added	Shares	+456	+$47.2K	$278.2K
49	B. Riley Wealth Advisors, Inc. added	Shares	+394	+$32.4K	$392.3K
50	SIGNATUREFD, LLC added	Shares	+2.4K	+$30.9K	$3.4M

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