Filing Research | VODAFONE GROUP PLC Institutional Holdings

Snapshot holdings

50 / 143 loaded

#		Instrument	quantity
1	ABC ARBITRAGE SA	Shares	2.4MSH	$32.1M
2	Merit Financial Group, LLC	Shares	788.6KSH	$10.4M
3	KEATING INVESTMENT COUNSELORS INC	Shares	682.6KSH	$9.0M
4	INDEPENDENT FINANCIAL GROUP, LLC	Shares	469.2KSH	$6.2M
5	CWA Asset Management Group, LLC	Shares	412.4KSH	$5.5M
6	Gradient Investments LLC	Shares	375.2KSH	$5.0M
7	Capricorn Fund Managers Ltd	Shares	299.0KSH	$4.0M
8	QRG CAPITAL MANAGEMENT, INC.	Shares	295.5KSH	$3.9M
9	Old Port Advisors	Shares	225.4KSH	$3.0M
10	HF Advisory Group, LLC	Shares	220.1KSH	$2.9M
11	Crossmark Global Holdings, Inc.	Shares	190.0KSH	$2.5M
12	MILESTONE ASSET MANAGEMENT, LLC	Shares	187.5KSH	$2.5M
13	Y-Intercept (Hong Kong) Ltd	Shares	132.1KSH	$1.7M
14	Transmarket Holdings LP	Shares	129.6KSH	$1.7M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	114.7KSH	$1.7M
16	Accurate Wealth Management, LLC	Shares	94.9KSH	$1.4M
17	BENJAMIN EDWARDS INC	Shares	85.7KSH	$1.1M
18	Sequoia Financial Advisors, LLC	Shares	81.2KSH	$1.1M
19	SIGNATUREFD, LLC	Shares	74.7KSH	$987.4K
20	SHRIER WEALTH MANAGEMENT, LLC	Shares	73.7KSH	$974.1K
21	Triasima Portfolio Management inc.	Shares	59.0KSH	$780.6K
22	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	54.9KSH	$726.4K
23	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	50.4KSH	$679.4K
24	Baron Wealth Management LLC	Shares	50.6KSH	$669.1K
25	Second Half Financial Partners, LLC	Shares	44.9KSH	$593.9K
26	Farther Finance Advisors, LLC	Shares	42.8KSH	$566.9K
27	Aprio Wealth Management, LLC	Shares	40.4KSH	$534.5K
28	Auto-Owners Insurance Co	Shares	39.7KSH	$525.3K
29	D.A. DAVIDSON & CO.	Shares	39.3KSH	$520.0K
30	Financial & Tax Architects, LLC	Shares	38.8KSH	$513.6K
31	IFS Group,LLC	Shares	38.0KSH	$502.7K
32	GATEWAY INVESTMENT ADVISERS LLC	Shares	37.1KSH	$491.2K
33	SBI Securities Co., Ltd.	Shares	36.3KSH	$480.6K
34	BridgePort Financial Solutions, LLC	Shares	35.3KSH	$467.2K
35	RFG Advisory, LLC	Shares	34.1KSH	$451.2K
36	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	31.4KSH	$414.7K
37	LAZARI CAPITAL MANAGEMENT, INC.	Shares	30.7KSH	$405.9K
38	LVW Advisors, LLC	Shares	30.4KSH	$402.5K
39	GC Wealth Management RIA, LLC	Shares	30.4KSH	$401.5K
40	Versant Capital Management, Inc	Shares	30.3KSH	$401.3K
41	Gallacher Capital Management LLC	Shares	29.8KSH	$394.3K
42	Aaron Wealth Advisors LLC	Shares	26.4KSH	$349.5K
43	National Wealth Management Group, LLC	Shares	26.1KSH	$345.8K
44	Investors Research Corp	Shares	24.7KSH	$326.3K
45	J.W. COLE ADVISORS, INC.	Shares	24.6KSH	$325.8K
46	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	24.0KSH	$316.9K
47	B. Riley Wealth Advisors, Inc.	Shares	22.6KSH	$309.9K
48	Ballentine Partners, LLC	Shares	22.3KSH	$295.4K
49	PEOPLES FINANCIAL SERVICES CORP.	Shares	21.6KSH	$285.0K
50	Sivia Capital Partners, LLC	Shares	20.5KSH	$271.7K

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

50 / 157 loaded

#		Instrument
1	Merit Financial Group, LLC added	Shares	+777.5K	+$10.3M	$10.4M
2	Capricorn Fund Managers Ltd new	Shares	+299.0K	+$4.0M	$4.0M
3	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+187.5K	+$2.5M	$2.5M
4	Y-Intercept (Hong Kong) Ltd added	Shares	+117.2K	+$1.5M	$1.7M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+89.3K	+$1.3M	$1.7M
6	BENJAMIN EDWARDS INC added	Shares	+68.1K	+$868.7K	$1.1M
7	Triasima Portfolio Management inc. new	Shares	+59.0K	+$780.6K	$780.6K
8	Second Half Financial Partners, LLC new	Shares	+44.9K	+$593.9K	$593.9K
9	BridgePort Financial Solutions, LLC new	Shares	+35.3K	+$467.2K	$467.2K
10	RFG Advisory, LLC new	Shares	+34.1K	+$451.2K	$451.2K
11	National Wealth Management Group, LLC new	Shares	+26.1K	+$345.8K	$345.8K
12	Brookstone Capital Management new	Shares	+20.4K	+$269.8K	$269.8K
13	LVW Advisors, LLC added	Shares	+17.1K	+$202.8K	$402.5K
14	Ramiah Investment Group new	Shares	+14.4K	+$190.2K	$190.2K
15	Intrua Financial, LLC new	Shares	+13.7K	+$180.6K	$180.6K
16	IFP Advisors, Inc added	Shares	+9.0K	+$116.6K	$139.9K
17	Farther Finance Advisors, LLC added	Shares	+12.3K	+$105.0K	$566.9K
18	CoreCap Advisors, LLC added	Shares	+7.7K	+$79.2K	$271.1K
19	Venturi Wealth Management, LLC added	Shares	+3.7K	+$30.1K	$191.7K
20	QRG CAPITAL MANAGEMENT, INC. added	Shares	+36.5K	+$18.2K	$3.9M
21	Cape Investment Advisory, Inc. new	Shares	+835	+$11.0K	$11.0K
22	BEACON INVESTMENT ADVISORY SERVICES, INC. new	Shares	+487	+$6.4K	$6.4K
23	Nova Wealth Management, Inc. new	Shares	+314	+$4.2K	$4.2K
24	Portside Wealth Group, LLC added	Shares	+1.7K	+$3.7K	$155.9K
25	Moisand Fitzgerald Tamayo, LLC new	Shares	+202	+$2.7K	$2.7K
26	EASTERN BANK added	Shares	+319	+$2.6K	$16.3K
27	Atlatl Advisers LLC new	Shares	+110	+$1.5K	$1.5K
28	PARK AVENUE SECURITIES LLC added	Shares	+28.4K	+$299	$939
29	Monetary Solutions, Ltd new	Shares	+17	+$225	$225
30	LRI Investments, LLC added	Shares	+37	+$182	$2.7K
31	GODSEY & GIBB, INC new	Shares	+11	+$146	$146
32	Kings Path Partners LLC unchanged	Shares	0	+$9	$7.9K
33	Activest Wealth Management exited	Shares	0	$0	$0
34	Farmers & Merchants Trust Co of Chambersburg PA unchanged	Shares	0	-$1	$7
35	CX Institutional exited	Shares	-283	-$4	$0
36	Center for Financial Planning, Inc. unchanged	Shares	0	-$25	$186
37	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$25	$185
38	Aspect Partners, LLC unchanged	Shares	0	-$41	$304
39	FIRST HORIZON CORP unchanged	Shares	0	-$49	$357
40	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$54	$487
41	Signature Resources Capital Management, LLC unchanged	Shares	0	-$84	$622
42	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$106	$780
43	Arlington Trust Co LLC unchanged	Shares	0	-$107	$794
44	HM PAYSON & CO unchanged	Shares	0	-$120	$887
45	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	-$131	$967
46	Princeton Global Asset Management LLC unchanged	Shares	0	-$164	$1.2K
47	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	-$183	$1.3K
48	CGC Financial Services, LLC unchanged	Shares	0	-$211	$1.6K
49	Oakworth Capital, Inc. unchanged	Shares	0	-$211	$1.6K
50	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$227	$1.7K

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