Filing Research | STELLANTIS N.V Institutional Holdings

Snapshot holdings

50 / 73 loaded

#		Instrument	quantity
1	Sound Income Strategies, LLC	Shares	471.4KSH	$2.7M
2	Fideuram Asset Management (Ireland) dac	Shares	411.6KSH	$2.3M
3	CREDIT INDUSTRIEL ET COMMERCIAL	CALL	300.0KSH	$1.7M
4	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	245.0KSH	$1.4M
5	Baader Bank Aktiengesellschaft	Shares	100.0KSH	$568.3K
6	Camelot Portfolios, LLC	Shares	95.3KSH	$547.2K
7	True North Advisors, LLC	Shares	80.1KSH	$459.9K
8	Total Clarity Wealth Management, Inc.	Shares	71.6KSH	$411.0K
9	Intesa Sanpaolo Wealth Management	Shares	65.9KSH	$373.7K
10	Investors Research Corp	Shares	60.4KSH	$346.9K
11	D.A. DAVIDSON & CO.	Shares	54.0KSH	$310.1K
12	Venturi Wealth Management, LLC	Shares	53.2KSH	$305.3K
13	CHICAGO TRUST Co NA	Shares	45.4KSH	$260.7K
14	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	44.7KSH	$256.8K
15	Crossmark Global Holdings, Inc.	Shares	43.0KSH	$246.9K
16	Sequoia Financial Advisors, LLC	Shares	38.7KSH	$222.3K
17	Legacy Advisors, LLC	Shares	26.8KSH	$154.0K
18	Sowell Financial Services LLC	Shares	26.0KSH	$149.1K
19	SIGNATUREFD, LLC	Shares	25.2KSH	$144.6K
20	Bellecapital International Ltd.	Shares	25.0KSH	$143.3K
21	Hennion & Walsh Asset Management, Inc.	Shares	23.2KSH	$133.4K
22	CHIRON CAPITAL MANAGEMENT, LLC	Shares	23.1KSH	$132.6K
23	Assenagon Asset Management S.A.	Shares	23.1KSH	$131.4K
24	Farther Finance Advisors, LLC	Shares	19.8KSH	$113.4K
25	Accurate Wealth Management, LLC	Shares	19.8KSH	$108.6K
26	AVITY INVESTMENT MANAGEMENT INC.	Shares	16.4KSH	$94.1K
27	Baker Ellis Asset Management LLC	Shares	15.9KSH	$91.2K
28	Trust Investment Advisors	Shares	14.0KSH	$80.4K
29	Taylor & Morgan Wealth Management, LLC	Shares	13.0KSH	$74.6K
30	SBI Securities Co., Ltd.	Shares	12.5KSH	$71.8K
31	Summit Financial Strategies, Inc.	Shares	11.7KSH	$67.3K
32	Ballentine Partners, LLC	Shares	11.5KSH	$66.2K
33	Versant Capital Management, Inc	Shares	11.0KSH	$62.8K
34	MinichMacGregor Wealth Management, LLC	Shares	10.3KSH	$59.1K
35	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	10.2KSH	$58.8K
36	Cromwell Holdings LLC	Shares	5.4KSH	$31.1K
37	IFP Advisors, Inc	Shares	4.5KSH	$25.6K
38	EverSource Wealth Advisors, LLC	Shares	4.0KSH	$23.1K
39	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	4.0KSH	$23.0K
40	LRI Investments, LLC	Shares	3.5KSH	$20.3K
41	Blue Trust, Inc.	Shares	3.2KSH	$18.2K
42	Darwin Wealth Management, LLC	Shares	1.7KSH	$9.7K
43	FINANCIAL CONSULATE, INC	Shares	1.7KSH	$9.6K
44	Cape Investment Advisory, Inc.	Shares	1.7KSH	$9.5K
45	Monetary Solutions, Ltd	Shares	1.6KSH	$9.5K
46	True Wealth Design, LLC	Shares	1.6KSH	$8.9K
47	HHM Wealth Advisors, LLC	Shares	1.5KSH	$8.6K
48	Main Street Group, LTD	Shares	1.5KSH	$8.6K
49	SYCOMORE ASSET MANAGEMENT	Shares	1.1MSH	$8.6K
50	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.3KSH	$7.4K

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

50 / 86 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac added	Shares	+389.3K	+$2.2M	$2.3M
2	CREDIT INDUSTRIEL ET COMMERCIAL new	CALL	+300.0K	+$1.7M	$1.7M
3	Total Clarity Wealth Management, Inc. new	Shares	+71.6K	+$411.0K	$411.0K
4	CREDIT INDUSTRIEL ET COMMERCIAL added	Shares	+100.0K	+$379.0K	$1.4M
5	Venturi Wealth Management, LLC added	Shares	+42.9K	+$232.6K	$305.3K
6	Sowell Financial Services LLC new	Shares	+26.0K	+$149.1K	$149.1K
7	Bellecapital International Ltd. new	Shares	+25.0K	+$143.3K	$143.3K
8	Taylor & Morgan Wealth Management, LLC new	Shares	+13.0K	+$74.6K	$74.6K
9	Legacy Advisors, LLC added	Shares	+14.6K	+$67.0K	$154.0K
10	D.A. DAVIDSON & CO. added	Shares	+19.1K	+$62.3K	$310.1K
11	Assenagon Asset Management S.A. added	Shares	+12.6K	+$58.3K	$131.4K
12	Cromwell Holdings LLC new	Shares	+5.4K	+$31.1K	$31.1K
13	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+12.9K	+$30.8K	$256.8K
14	IFP Advisors, Inc added	Shares	+4.2K	+$23.7K	$25.6K
15	THOMPSON INVESTMENT MANAGEMENT, INC. new	Shares	+4.0K	+$23.0K	$23.0K
16	Cape Investment Advisory, Inc. new	Shares	+1.7K	+$9.5K	$9.5K
17	LRI Investments, LLC added	Shares	+1.5K	+$6.1K	$20.3K
18	YANKCOM Partnership new	Shares	+1.1K	+$6.1K	$6.1K
19	Owl Creek Wealth Partners LLC added	Shares	+549	+$2.3K	$6.9K
20	AdvisorNet Financial, Inc added	Shares	+225	+$1.0K	$2.4K
21	JFS WEALTH ADVISORS, LLC added	Shares	+209	+$695	$3.3K
22	True Wealth Design, LLC added	Shares	+330	+$243	$8.9K
23	Polianta Ltd added	Shares	+87.2K	+$184	$1.8K
24	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+29	+$166	$166
25	Roble, Belko & Company, Inc exited	Shares	-5	$0	$0
26	FNY Investment Advisers, LLC unchanged	Shares	0	-$3	$11
27	Abound Wealth Management unchanged	Shares	0	-$20	$87
28	Center for Financial Planning, Inc. unchanged	Shares	0	-$23	$98
29	SRH ADVISORS, LLC unchanged	Shares	0	-$30	$126
30	CIGNA INVESTMENTS INC /NEW unchanged	Shares	0	-$45	$202
31	Tradewinds Capital Management, LLC unchanged	Shares	0	-$54	$230
32	Essential Investment Partners LLC unchanged	Shares	0	-$68	$287
33	Beaird Harris Wealth Management, LLC exited	Shares	-10	-$74	$0
34	ST GERMAIN D J CO INC unchanged	Shares	0	-$203	$861
35	CoreCap Advisors, LLC unchanged	Shares	0	-$271	$1.2K
36	Princeton Global Asset Management LLC unchanged	Shares	0	-$338	$1.4K
37	Physician Wealth Advisors, Inc. trimmed	Shares	-10	-$361	$1.2K
38	Scarborough Advisors, LLC exited	Shares	-51	-$362	$0
39	SJS Investment Consulting Inc. unchanged	Shares	0	-$527	$2.2K
40	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$675	$2.9K
41	Vision Retirement, LLC unchanged	Shares	0	-$675	$2.9K
42	Spire Wealth Management unchanged	Shares	0	-$1.6K	$6.9K
43	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$1.7K	$7.4K
44	Ares Financial Consulting, LLC unchanged	Shares	0	-$1.8K	$6.1K
45	HHM Wealth Advisors, LLC unchanged	Shares	0	-$2.0K	$8.6K
46	Main Street Group, LTD unchanged	Shares	0	-$2.0K	$8.6K
47	Monetary Solutions, Ltd added	Shares	+19	-$2.1K	$9.5K
48	Clayton Financial Group LLC exited	Shares	-300	-$2.1K	$0
49	Darwin Wealth Management, LLC unchanged	Shares	0	-$2.3K	$9.7K
50	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-426	-$3.4K	$1.8K

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