Filing Research | Rentokil Initial plc Sponsored Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	1.8MSH	$52.6M
2	SUMMITRY LLC	Shares	1.4MSH	$40.7M
3	ABC ARBITRAGE SA	Shares	195.0KSH	$5.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	112.3KSH	$3.3M
5	Apollon Wealth Management, LLC	Shares	112.9KSH	$3.2M
6	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	Shares	46.4KSH	$1.3M
7	QRG CAPITAL MANAGEMENT, INC.	Shares	34.4KSH	$983.0K
8	Crossmark Global Holdings, Inc.	Shares	33.1KSH	$945.8K
9	J.W. COLE ADVISORS, INC.	Shares	31.6KSH	$904.5K
10	Patriot Financial Group Insurance Agency, LLC	Shares	26.4KSH	$756.1K
11	Balefire, LLC	Shares	24.6KSH	$703.4K
12	Versant Capital Management, Inc	Shares	10.0KSH	$285.1K
13	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	9.3KSH	$266.3K
14	Sequoia Financial Advisors, LLC	Shares	8.5KSH	$241.9K
15	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.0KSH	$227.6K
16	Aaron Wealth Advisors LLC	Shares	7.7KSH	$220.6K
17	Arlington Partners LLC	Shares	7.7KSH	$220.2K
18	Envestnet Portfolio Solutions, Inc.	Shares	7.7KSH	$219.8K
19	Venturi Wealth Management, LLC	Shares	7.2KSH	$204.9K
20	Cape Investment Advisory, Inc.	Shares	5.5KSH	$157.6K
21	EverSource Wealth Advisors, LLC	Shares	3.6KSH	$104.1K
22	SIGNATUREFD, LLC	Shares	2.6KSH	$74.8K
23	Cromwell Holdings LLC	Shares	2.5KSH	$72.8K
24	GAMMA Investing LLC	Shares	1.7KSH	$49.7K
25	Farther Finance Advisors, LLC	Shares	1.5KSH	$42.6K
26	Blue Trust, Inc.	Shares	672SH	$19.2K
27	Owl Creek Wealth Partners LLC	Shares	610SH	$17.5K
28	IFP Advisors, Inc	Shares	554SH	$15.8K
29	Ares Financial Consulting, LLC	Shares	285SH	$8.2K
30	DHJJ Financial Advisors, Ltd.	Shares	250SH	$7.2K
31	EVOLUTION WEALTH MANAGEMENT INC.	Shares	241SH	$6.9K
32	Ninety One UK Ltd	Shares	192SH	$5.5K
33	PARK AVENUE SECURITIES LLC	Shares	125.5KSH	$3.6K
34	True Wealth Design, LLC	Shares	124SH	$3.5K
35	Golden State Wealth Management, LLC	Shares	91SH	$2.6K
36	Signature Resources Capital Management, LLC	Shares	85SH	$2.4K
37	JFS WEALTH ADVISORS, LLC	Shares	80SH	$2.3K
38	LANARK FINANCIAL, INC.	Shares	75SH	$2.1K
39	FINANCIAL CONSULATE, INC	Shares	73SH	$2.1K
40	HARBOR INVESTMENT ADVISORY, LLC	Shares	52SH	$1.5K
41	SJS Investment Consulting Inc.	Shares	41SH	$1.2K
42	Mascoma Wealth Management LLC	Shares	20SH	$572
43	Physician Wealth Advisors, Inc.	Shares	13SH	$372
44	Retirement Wealth Solutions LLC	Shares	12SH	$344
45	LRI Investments, LLC	Shares	10SH	$286
46	FNY Investment Advisers, LLC	Shares	6.8KSH	$194
47	Bogart Wealth, LLC	Shares	6SH	$172
48	Monetary Solutions, Ltd	Shares	5SH	$143
49	Triumph Capital Management	Shares	3SH	$86
50	SBI Securities Co., Ltd.	Shares	1SH	$29

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

50 / 55 loaded

#		Instrument
1	Apollon Wealth Management, LLC added	Shares	+105.4K	+$3.0M	$3.2M
2	ABC ARBITRAGE SA added	Shares	+55.5K	+$1.2M	$5.6M
3	J.W. COLE ADVISORS, INC. new	Shares	+31.6K	+$904.5K	$904.5K
4	Cape Investment Advisory, Inc. new	Shares	+5.5K	+$157.6K	$157.6K
5	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+241	+$6.9K	$6.9K
6	GAMMA Investing LLC added	Shares	+240	+$2.6K	$49.7K
7	Versant Capital Management, Inc added	Shares	+970	+$1.9K	$285.1K
8	Golden State Wealth Management, LLC added	Shares	+64	+$1.8K	$2.6K
9	Mascoma Wealth Management LLC new	Shares	+20	+$572	$572
10	LANARK FINANCIAL, INC. added	Shares	+16	+$288	$2.1K
11	PARK AVENUE SECURITIES LLC added	Shares	+20.5K	+$285	$3.6K
12	Bogart Wealth, LLC new	Shares	+6	+$172	$172
13	Monetary Solutions, Ltd new	Shares	+5	+$143	$143
14	TSFG, LLC unchanged	Shares	0	$0	$3
15	SBI Securities Co., Ltd. unchanged	Shares	0	-$2	$29
16	Triumph Capital Management unchanged	Shares	0	-$8	$86
17	FNY Investment Advisers, LLC unchanged	Shares	0	-$20	$194
18	SJS Investment Consulting Inc. unchanged	Shares	0	-$117	$1.2K
19	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$149	$1.5K
20	ALBION FINANCIAL GROUP /UT exited	Shares	-6	-$189	$0
21	Signature Resources Capital Management, LLC unchanged	Shares	0	-$244	$2.4K
22	Retirement Wealth Solutions LLC trimmed	Shares	-10	-$349	$344
23	JFS WEALTH ADVISORS, LLC trimmed	Shares	-8	-$482	$2.3K
24	Ninety One UK Ltd unchanged	Shares	0	-$551	$5.5K
25	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$717	$7.2K
26	Physician Wealth Advisors, Inc. trimmed	Shares	-28	-$919	$372
27	Ares Financial Consulting, LLC unchanged	Shares	0	-$969	$8.2K
28	True Wealth Design, LLC trimmed	Shares	-37	-$1.5K	$3.5K
29	Venturi Wealth Management, LLC added	Shares	+592	-$1.9K	$204.9K
30	Richardson Capital Management LLC exited	Shares	-63	-$2.0K	$0
31	Blue Trust, Inc. trimmed	Shares	-3	-$2.0K	$19.2K
32	Owl Creek Wealth Partners LLC trimmed	Shares	-18	-$2.3K	$17.5K
33	FINANCIAL CONSULATE, INC trimmed	Shares	-99	-$3.3K	$2.1K
34	Farther Finance Advisors, LLC added	Shares	+12	-$4.5K	$42.6K
35	Cromwell Holdings LLC unchanged	Shares	0	-$7.3K	$72.8K
36	LRI Investments, LLC trimmed	Shares	-245	-$7.7K	$286
37	Sound Income Strategies, LLC exited	Shares	-312	-$10.0K	$0
38	Envestnet Portfolio Solutions, Inc. added	Shares	+315	-$12.1K	$219.8K
39	EAGLE ROCK INVESTMENT COMPANY, LLC added	Shares	+406	-$13.9K	$266.3K
40	Arlington Partners LLC unchanged	Shares	0	-$22.1K	$220.2K
41	EverSource Wealth Advisors, LLC trimmed	Shares	-457	-$24.8K	$104.1K
42	IFP Advisors, Inc trimmed	Shares	-910	-$30.2K	$15.8K
43	SIGNATUREFD, LLC trimmed	Shares	-874	-$35.0K	$74.8K
44	KLEIN PAVLIS & PEASLEY FINANCIAL, INC. added	Shares	+2.9K	-$40.6K	$1.3M
45	Aaron Wealth Advisors LLC trimmed	Shares	-858	-$49.1K	$220.6K
46	Crossmark Global Holdings, Inc. added	Shares	+1.1K	-$58.9K	$945.8K
47	QRG CAPITAL MANAGEMENT, INC. added	Shares	+80	-$96.1K	$983.0K
48	Sequoia Financial Advisors, LLC trimmed	Shares	-2.4K	-$100.4K	$241.9K
49	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-4.7K	-$169.3K	$227.6K
50	Castleview Partners, LLC exited	Shares	-6.7K	-$209.8K	$0

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