Filing Research | RELX PLC Sponsored ADR Institutional Holdings

Snapshot holdings

50 / 95 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	242.4KSH	$7.7M
2	Pictet North America Advisors SA	Shares	180.6KSH	$5.7M
3	Narwhal Capital Management	Shares	177.4KSH	$5.6M
4	Crossmark Global Holdings, Inc.	Shares	166.9KSH	$5.3M
5	Blue Zone Wealth Advisors, LLC	Shares	133.8KSH	$4.2M
6	QRG CAPITAL MANAGEMENT, INC.	Shares	120.5KSH	$3.8M
7	ABC ARBITRAGE SA	Shares	90.0KSH	$2.9M
8	Apollon Wealth Management, LLC	Shares	69.5KSH	$2.2M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	45.1KSH	$1.5M
10	GC Wealth Management RIA, LLC	Shares	44.9KSH	$1.4M
11	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	44.0KSH	$1.4M
12	Henry James International Management Inc.	Shares	43.3KSH	$1.4M
13	SIGNATUREFD, LLC	Shares	40.5KSH	$1.3M
14	Demars Financial Group, LLC	Shares	38.1KSH	$1.2M
15	Aaron Wealth Advisors LLC	Shares	37.0KSH	$1.2M
16	Sequoia Financial Advisors, LLC	Shares	31.4KSH	$994.5K
17	Ballentine Partners, LLC	Shares	27.2KSH	$862.1K
18	Merit Financial Group, LLC	Shares	26.6KSH	$841.4K
19	Investors Research Corp	Shares	24.4KSH	$774.3K
20	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	22.9KSH	$724.7K
21	BENJAMIN EDWARDS INC	Shares	19.9KSH	$630.8K
22	MISSION WEALTH MANAGEMENT, LP	Shares	19.5KSH	$617.4K
23	Farther Finance Advisors, LLC	Shares	18.2KSH	$576.3K
24	Vest Financial, LLC	Shares	17.1KSH	$542.0K
25	Blue Trust, Inc.	Shares	16.1KSH	$509.6K
26	Aprio Wealth Management, LLC	Shares	15.4KSH	$486.5K
27	Legacy Wealth Asset Management, LLC	Shares	14.7KSH	$466.3K
28	Venturi Wealth Management, LLC	Shares	14.7KSH	$465.7K
29	Plan A Wealth LLC	Shares	14.2KSH	$448.7K
30	Unique Wealth Strategies, LLC	Shares	13.2KSH	$419.3K
31	Abel Hall, LLC	Shares	13.2KSH	$419.1K
32	Gallacher Capital Management LLC	Shares	12.8KSH	$405.9K
33	GREENLEAF TRUST	Shares	12.8KSH	$405.6K
34	Versant Capital Management, Inc	Shares	12.5KSH	$397.3K
35	Optas, LLC	Shares	10.7KSH	$339.7K
36	GAMMA Investing LLC	Shares	10.2KSH	$322.7K
37	Trust Point Inc.	Shares	8.9KSH	$282.0K
38	Valeo Financial Advisors, LLC	Shares	8.0KSH	$253.7K
39	ANCHYRA PARTNERS LLC	Shares	7.9KSH	$248.7K
40	Martin Investment Management, LLC	Shares	7.8KSH	$247.5K
41	Envestnet Portfolio Solutions, Inc.	Shares	7.8KSH	$246.4K
42	Arlington Partners LLC	Shares	7.4KSH	$233.4K
43	Five Oceans Advisors	Shares	7.4KSH	$232.8K
44	Net Worth Advisory Group	Shares	6.8KSH	$215.6K
45	NerdWallet Wealth Partners, LLC	Shares	6.7KSH	$210.8K
46	Portside Wealth Group, LLC	Shares	6.4KSH	$203.0K
47	EverSource Wealth Advisors, LLC	Shares	6.3KSH	$198.3K
48	Grove Bank & Trust	Shares	3.6KSH	$113.4K
49	Cromwell Holdings LLC	Shares	3.6KSH	$113.4K
50	GHP Investment Advisors, Inc.	Shares	2.8KSH	$88.6K

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

50 / 114 loaded

#		Instrument
1	Pictet North America Advisors SA new	Shares	+180.6K	+$5.7M	$5.7M
2	ABC ARBITRAGE SA new	Shares	+90.0K	+$2.9M	$2.9M
3	Apollon Wealth Management, LLC added	Shares	+59.3K	+$1.9M	$2.2M
4	Demars Financial Group, LLC added	Shares	+21.4K	+$653.2K	$1.2M
5	QRG CAPITAL MANAGEMENT, INC. added	Shares	+17.6K	+$403.5K	$3.8M
6	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+12.3K	+$342.8K	$1.4M
7	Valeo Financial Advisors, LLC new	Shares	+8.0K	+$253.7K	$253.7K
8	Vest Financial, LLC added	Shares	+7.8K	+$233.5K	$542.0K
9	Portside Wealth Group, LLC new	Shares	+6.4K	+$203.0K	$203.0K
10	Ballentine Partners, LLC added	Shares	+6.8K	+$184.0K	$862.1K
11	Blue Trust, Inc. added	Shares	+3.2K	+$80.7K	$509.6K
12	Aprio Wealth Management, LLC added	Shares	+2.9K	+$74.0K	$486.5K
13	Cape Investment Advisory, Inc. new	Shares	+1.8K	+$56.0K	$56.0K
14	Plan A Wealth LLC added	Shares	+2.3K	+$55.0K	$448.7K
15	BENJAMIN EDWARDS INC added	Shares	+2.1K	+$40.1K	$630.8K
16	Abel Hall, LLC added	Shares	+1.6K	+$35.1K	$419.1K
17	Owl Creek Wealth Partners LLC added	Shares	+989	+$29.6K	$67.4K
18	Narwhal Capital Management added	Shares	+8.5K	+$18.2K	$5.6M
19	Grove Bank & Trust added	Shares	+708	+$18.2K	$113.4K
20	Aaron Wealth Advisors LLC added	Shares	+2.2K	+$16.9K	$1.2M
21	EASTERN BANK new	Shares	+424	+$13.4K	$13.4K
22	Versant Capital Management, Inc added	Shares	+931	+$12.3K	$397.3K
23	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.2K	+$11.9K	$617.4K
24	Trust Point Inc. added	Shares	+732	+$11.1K	$282.0K
25	True Wealth Design, LLC added	Shares	+338	+$10.4K	$16.2K
26	GAMMA Investing LLC added	Shares	+681	+$7.5K	$322.7K
27	SBI Securities Co., Ltd. added	Shares	+328	+$7.3K	$76.4K
28	SOA Wealth Advisors, LLC. new	Shares	+7.1K	+$7.1K	$7.1K
29	GC Wealth Management RIA, LLC added	Shares	+2.2K	+$5.8K	$1.4M
30	Optas, LLC added	Shares	+632	+$5.1K	$339.7K
31	Aventura Private Wealth, LLC new	Shares	+82	+$2.6K	$2.6K
32	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+30	+$966	$966
33	Monetary Solutions, Ltd new	Shares	+14	+$443	$443
34	HIGHLINE WEALTH PARTNERS LLC added	Shares	+10	+$247	$1.8K
35	Bogart Wealth, LLC added	Shares	+21	+$182	$11.0K
36	Mosley Wealth Management new	Shares	+3	+$95	$95
37	Abound Wealth Management unchanged	Shares	0	-$4	$96
38	CX Institutional trimmed	Shares	-161	-$6	$1
39	Rosenberg Matthew Hamilton unchanged	Shares	0	-$19	$412
40	Sound Income Strategies, LLC exited	Shares	-1	-$33	$0
41	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$39	$823
42	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$63	$1.4K
43	Key FInancial Inc unchanged	Shares	0	-$72	$1.6K
44	Pacifica Partners Inc. unchanged	Shares	0	-$76	$2.0K
45	HM PAYSON & CO unchanged	Shares	0	-$83	$1.8K
46	Lodestone Wealth Management LLC unchanged	Shares	0	-$89	$1.9K
47	Arlington Trust Co LLC unchanged	Shares	0	-$131	$2.8K
48	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$133	$2.9K
49	Golden State Wealth Management, LLC added	Shares	+5	-$246	$9.5K
50	Hughes Financial Services, LLC unchanged	Shares	0	-$273	$5.8K

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