Filing Research | EQUINOR ASA Institutional Holdings

Snapshot holdings

50 / 78 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	291.1KSH	$9.1M
2	KEATING INVESTMENT COUNSELORS INC	Shares	242.6KSH	$7.6M
3	HENNESSY ADVISORS INC	Shares	229.6KSH	$7.2M
4	ABC ARBITRAGE SA	Shares	204.7KSH	$6.4M
5	Gradient Investments LLC	Shares	187.6KSH	$5.9M
6	Corecam Pte. Ltd.	Shares	95.7KSH	$3.0M
7	QRG CAPITAL MANAGEMENT, INC.	Shares	85.3KSH	$2.7M
8	Crossmark Global Holdings, Inc.	Shares	63.1KSH	$2.0M
9	Ipswich Investment Management Co., Inc.	Shares	54.8KSH	$1.7M
10	Corecam AG	Shares	42.9KSH	$1.3M
11	Sequoia Financial Advisors, LLC	Shares	36.8KSH	$1.2M
12	Columbia Asset Management	Shares	30.1KSH	$946.1K
13	Linden Thomas Advisory Services, LLC	Shares	29.8KSH	$936.8K
14	Sivia Capital Partners, LLC	Shares	29.4KSH	$924.6K
15	LVW Advisors, LLC	Shares	28.2KSH	$886.3K
16	Legacy Wealth Asset Management, LLC	Shares	28.0KSH	$880.1K
17	SIGNATUREFD, LLC	Shares	26.6KSH	$835.6K
18	Farther Finance Advisors, LLC	Shares	22.7KSH	$713.6K
19	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	18.8KSH	$590.3K
20	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	Shares	16.6KSH	$519.9K
21	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	15.5KSH	$485.8K
22	Blue Trust, Inc.	Shares	14.6KSH	$457.7K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.8KSH	$434.2K
24	Burns Matteson Capital Management, LLC	Shares	12.5KSH	$393.9K
25	Aaron Wealth Advisors LLC	Shares	12.3KSH	$386.5K
26	MISSION WEALTH MANAGEMENT, LP	Shares	11.5KSH	$361.2K
27	Sowell Financial Services LLC	Shares	10.5KSH	$328.3K
28	Gallacher Capital Management LLC	Shares	10.4KSH	$327.7K
29	Versant Capital Management, Inc	Shares	10.3KSH	$323.2K
30	GAMMA Investing LLC	Shares	9.0KSH	$283.6K
31	Ballentine Partners, LLC	Shares	8.8KSH	$277.0K
32	JOHNSON INVESTMENT COUNSEL INC	Shares	7.9KSH	$247.0K
33	Venturi Wealth Management, LLC	Shares	7.7KSH	$242.2K
34	J.W. COLE ADVISORS, INC.	Shares	7.5KSH	$235.5K
35	Curated Wealth Partners LLC	Shares	200.0KSH	$218.8K
36	SBI Securities Co., Ltd.	Shares	6.9KSH	$217.5K
37	DECISION INVESTMENTS, INC	Shares	6.8KSH	$212.3K
38	PENNEY FINANCIAL, LLC	Shares	6.6KSH	$208.8K
39	Union Bancaire Privee, UBP SA	Shares	5.1KSH	$139.0K
40	EverSource Wealth Advisors, LLC	Shares	3.9KSH	$122.7K
41	Cromwell Holdings LLC	Shares	2.7KSH	$86.1K
42	HM PAYSON & CO	Shares	2.5KSH	$77.7K
43	Grove Bank & Trust	Shares	2.4KSH	$74.3K
44	Arlington Trust Co LLC	Shares	2.1KSH	$67.1K
45	EASTERN BANK	Shares	1.1KSH	$35.0K
46	Atlatl Advisers LLC	Shares	883SH	$27.7K
47	True Wealth Design, LLC	Shares	532SH	$16.7K
48	SJS Investment Consulting Inc.	Shares	516SH	$16.2K
49	IFP Advisors, Inc	Shares	434SH	$13.6K
50	Vermillion Wealth Management, Inc.	Shares	389SH	$12.2K

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

50 / 92 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+291.1K	+$9.1M	$9.1M
2	ABC ARBITRAGE SA new	Shares	+204.7K	+$6.4M	$6.4M
3	Corecam Pte. Ltd. new	Shares	+95.7K	+$3.0M	$3.0M
4	Corecam AG new	Shares	+42.9K	+$1.3M	$1.3M
5	Burns Matteson Capital Management, LLC new	Shares	+12.5K	+$393.9K	$393.9K
6	Curated Wealth Partners LLC new	Shares	+200.0K	+$218.8K	$218.8K
7	Farther Finance Advisors, LLC added	Shares	+8.7K	+$147.9K	$713.6K
8	Arlington Trust Co LLC added	Shares	+2.0K	+$61.7K	$67.1K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.5K	+$47.3K	$434.2K
10	EASTERN BANK new	Shares	+1.1K	+$35.0K	$35.0K
11	Atlatl Advisers LLC new	Shares	+883	+$27.7K	$27.7K
12	Aaron Wealth Advisors LLC added	Shares	+3.6K	+$20.3K	$386.5K
13	ELEVATION WEALTH PARTNERS, LLC new	Shares	+236	+$7.4K	$7.4K
14	GHP Investment Advisors, Inc. new	Shares	+115	+$3.6K	$3.6K
15	FINANCIAL CONSULATE, INC added	Shares	+89	+$1.6K	$6.2K
16	LRI Investments, LLC new	Shares	+27	+$848	$848
17	CoreCap Advisors, LLC new	Shares	+17	+$534	$534
18	Bogart Wealth, LLC new	Shares	+12	+$377	$377
19	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+9	+$292	$292
20	Monetary Solutions, Ltd new	Shares	+6	+$188	$188
21	Mosley Wealth Management new	Shares	+6	+$188	$188
22	Physician Wealth Advisors, Inc. added	Shares	+25	+$180	$2.5K
23	Roble, Belko & Company, Inc unchanged	Shares	0	-$1	$3
24	Triumph Capital Management unchanged	Shares	0	-$75	$220
25	TOTH FINANCIAL ADVISORY CORP exited	Shares	-4	-$169	$0
26	Abound Wealth Management unchanged	Shares	0	-$173	$503
27	Ares Financial Consulting, LLC unchanged	Shares	0	-$180	$628
28	Trust Co unchanged	Shares	0	-$270	$785
29	PARK AVENUE SECURITIES LLC trimmed	Shares	-4.4K	-$284	$285
30	Essential Investment Partners LLC unchanged	Shares	0	-$324	$942
31	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$356	$1.0K
32	Dogwood Wealth Management LLC trimmed	Shares	-17	-$955	$691
33	Roxbury Financial LLC added	Shares	+1	-$1.1K	$3.2K
34	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$1.4K	$4.1K
35	AdvisorNet Financial, Inc unchanged	Shares	0	-$1.9K	$5.6K
36	JFS WEALTH ADVISORS, LLC trimmed	Shares	-26	-$2.0K	$2.7K
37	Davis Capital Management unchanged	Shares	0	-$2.2K	$6.3K
38	Oakworth Capital, Inc. unchanged	Shares	0	-$2.4K	$7.1K
39	True Wealth Design, LLC added	Shares	+71	-$2.8K	$16.7K
40	Golden State Wealth Management, LLC added	Shares	+3	-$3.3K	$9.9K
41	Retirement Wealth Solutions LLC trimmed	Shares	-68	-$4.0K	$3.3K
42	Vermillion Wealth Management, Inc. unchanged	Shares	0	-$4.2K	$12.2K
43	SJS Investment Consulting Inc. unchanged	Shares	0	-$5.6K	$16.2K
44	Aventura Private Wealth, LLC trimmed	Shares	-270	-$14.3K	$8.5K
45	IFP Advisors, Inc trimmed	Shares	-302	-$17.4K	$13.6K
46	Columbia Asset Management added	Shares	+7.3K	-$17.6K	$946.1K
47	GAMMA Investing LLC added	Shares	+1.8K	-$23.5K	$283.6K
48	HM PAYSON & CO unchanged	Shares	0	-$26.7K	$77.7K
49	Grove Bank & Trust trimmed	Shares	-63	-$28.2K	$74.3K
50	Cromwell Holdings LLC unchanged	Shares	0	-$29.6K	$86.1K

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