Filing Research | ALCON AG Institutional Holdings

Snapshot holdings

50 / 148 loaded

#		Instrument	quantity
1	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	2.4MSH	$160.7M
2	BANQUE PICTET & CIE SA	Shares	547.6KSH	$37.1M
3	Ninety One North America, Inc.	Shares	462.1KSH	$31.3M
4	Pictet North America Advisors SA	Shares	424.1KSH	$28.7M
5	Douglas Lane & Associates, LLC	Shares	339.2KSH	$22.8M
6	Birch Hill Investment Advisors LLC	Shares	319.6KSH	$21.4M
7	Rathbones Group PLC	Shares	283.0KSH	$19.2M
8	Ninety One UK Ltd	Shares	202.5KSH	$13.6M
9	Canoe Financial LP	Shares	177.5KSH	$12.0M
10	LaFleur & Godfrey LLC	Shares	175.8KSH	$11.8M
11	TRAN CAPITAL MANAGEMENT, L.P.	Shares	147.6KSH	$9.9M
12	D.A. DAVIDSON & CO.	Shares	78.8KSH	$5.3M
13	Bank Pictet & Cie (Europe) AG	Shares	70.4KSH	$4.8M
14	Robeco Institutional Asset Management B.V.	Shares	57.1KSH	$3.8M
15	Boston Common Asset Management, LLC	Shares	46.2KSH	$3.1M
16	Assenagon Asset Management S.A.	Shares	44.9KSH	$3.0M
17	WORMSER FRERES GESTION	Shares	41.6KSH	$2.8M
18	Legacy Wealth Asset Management, LLC	Shares	31.1KSH	$2.1M
19	Chesley Taft & Associates LLC	Shares	25.4KSH	$1.7M
20	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	25.0KSH	$1.7M
21	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	24.8KSH	$1.7M
22	Fideuram Asset Management (Ireland) dac	Shares	30.8KSH	$1.6M
23	Cardinal Capital Management	Shares	23.8KSH	$1.6M
24	Crossmark Global Holdings, Inc.	Shares	19.8KSH	$1.3M
25	Sequoia Financial Advisors, LLC	Shares	19.8KSH	$1.3M
26	Morningstar Investment Management LLC	Shares	17.4KSH	$1.3M
27	Value Partners Investments Inc.	Shares	18.0KSH	$1.2M
28	YHB Investment Advisors, Inc.	Shares	16.4KSH	$1.1M
29	Dynamic Advisor Solutions LLC	Shares	14.3KSH	$957.4K
30	Essential Investment Partners LLC	Shares	14.1KSH	$947.6K
31	Live Oak Private Wealth LLC	Shares	13.0KSH	$872.1K
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.7KSH	$863.2K
33	ABN AMRO INVESTMENT SOLUTIONS	Shares	12.5KSH	$838.8K
34	Sivia Capital Partners, LLC	Shares	12.4KSH	$832.1K
35	Wellspring Financial Advisors, LLC	Shares	10.7KSH	$718.4K
36	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	10.5KSH	$703.6K
37	SIGNATUREFD, LLC	Shares	9.9KSH	$666.8K
38	Mediolanum International Funds Ltd	Shares	8.3KSH	$561.7K
39	Marotta Asset Management	Shares	7.0KSH	$467.6K
40	JOHNSON INVESTMENT COUNSEL INC	Shares	6.8KSH	$458.2K
41	Baader Bank Aktiengesellschaft	Shares	5.8KSH	$394.4K
42	Capital Investment Services of America, Inc.	Shares	5.8KSH	$386.8K
43	Apollon Wealth Management, LLC	Shares	5.8KSH	$386.2K
44	GATEWAY INVESTMENT ADVISERS LLC	Shares	5.1KSH	$342.5K
45	Portside Wealth Group, LLC	Shares	4.9KSH	$330.1K
46	Ballentine Partners, LLC	Shares	4.4KSH	$293.2K
47	DAVENPORT & Co LLC	Shares	4.3KSH	$289.9K
48	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	4.3KSH	$287.2K
49	Versant Capital Management, Inc	Shares	4.0KSH	$270.2K
50	Climber Capital SA	Shares	3.9KSH	$262.5K

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

50 / 159 loaded

#		Instrument
1	TRAN CAPITAL MANAGEMENT, L.P. new	Shares	+147.6K	+$9.9M	$9.9M
2	Fideuram Asset Management (Ireland) dac added	Shares	+28.3K	+$1.5M	$1.6M
3	Sivia Capital Partners, LLC new	Shares	+12.4K	+$832.1K	$832.1K
4	Robeco Institutional Asset Management B.V. added	Shares	+16.3K	+$758.1K	$3.8M
5	Value Partners Investments Inc. added	Shares	+10.3K	+$628.1K	$1.2M
6	Live Oak Private Wealth LLC added	Shares	+8.3K	+$517.4K	$872.1K
7	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+4.3K	+$287.2K	$287.2K
8	Mediolanum International Funds Ltd added	Shares	+3.3K	+$188.7K	$561.7K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.4K	+$164.2K	$863.2K
10	Dynamic Advisor Solutions LLC added	Shares	+2.2K	+$50.1K	$957.4K
11	Cardinal Capital Management added	Shares	+2.8K	+$16.7K	$1.6M
12	Sowell Financial Services LLC added	Shares	+488	+$6.9K	$243.4K
13	FINANCIAL CONSULATE, INC added	Shares	+113	+$6.8K	$14.2K
14	ELEVATION WEALTH PARTNERS, LLC new	Shares	+59	+$4.0K	$4.0K
15	Cape Investment Advisory, Inc. new	Shares	+44	+$3.0K	$3.0K
16	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+24	+$1.6K	$1.6K
17	PARK AVENUE SECURITIES LLC added	Shares	+20.8K	+$1.3K	$2.0K
18	CoreCap Advisors, LLC added	Shares	+32	+$1.1K	$11.0K
19	LifeSteps Financial, Inc. new	Shares	+13	+$872	$872
20	Mascoma Wealth Management LLC new	Shares	+9	+$604	$604
21	JFS WEALTH ADVISORS, LLC added	Shares	+14	+$593	$3.8K
22	Wealth Enhancement Trust Services, Inc. new	Shares	+8	+$537	$537
23	Monetary Solutions, Ltd new	Shares	+4	+$268	$268
24	EASTERN BANK new	Shares	+1	+$67	$67
25	Activest Wealth Management exited	Shares	0	$0	$0
26	Morningstar Investment Management LLC unchanged	Shares	0	$0	$1.3M
27	TSFG, LLC unchanged	Shares	0	$0	$2
28	CX Institutional unchanged	Shares	0	-$1	$4
29	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$16	$134
30	Abound Wealth Management unchanged	Shares	0	-$25	$202
31	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	-$34	$268
32	CIGNA INVESTMENTS INC /NEW unchanged	Shares	0	-$53	$598
33	Crewe Advisors LLC unchanged	Shares	0	-$90	$739
34	3 FACTOR INDEXING, LLC unchanged	Shares	0	-$165	$1.3K
35	Center for Financial Planning, Inc. unchanged	Shares	0	-$165	$1.3K
36	JNBA Financial Advisors unchanged	Shares	0	-$165	$1.3K
37	Vermillion Wealth Management, Inc. unchanged	Shares	0	-$165	$1.3K
38	WEBSTER BANK, N. A. unchanged	Shares	0	-$165	$1.3K
39	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$222	$1.8K
40	High Note Wealth, LLC unchanged	Shares	0	-$231	$1.9K
41	Granite FO LLC unchanged	Shares	0	-$256	$2.1K
42	PROATHLETE WEALTH MANAGEMENT LLC unchanged	Shares	0	-$264	$2.1K
43	Aventura Private Wealth, LLC unchanged	Shares	0	-$322	$2.6K
44	UNION SAVINGS BANK unchanged	Shares	0	-$330	$2.7K
45	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$355	$2.9K
46	Financial Perspectives, Inc unchanged	Shares	0	-$363	$3.0K
47	Harbor Asset Planning, Inc. unchanged	Shares	0	-$371	$3.0K
48	Wilkerson Advisory Group LLC unchanged	Shares	0	-$421	$3.4K
49	VSM Wealth Advisory, LLC unchanged	Shares	0	-$478	$3.9K
50	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	-$495	$4.0K

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