Filing Research | IMPERIAL OIL LTD Institutional Holdings

Snapshot holdings

50 / 81 loaded

#		Instrument	quantity
1	Triasima Portfolio Management inc.	Shares	50.7KSH	$5.7M
2	Plancorp, LLC	Shares	37.0KSH	$4.6M
3	BURNEY CO/	Shares	36.8KSH	$4.1M
4	Fideuram Asset Management (Ireland) dac	Shares	10.2KSH	$1.7M
5	Mediolanum International Funds Ltd	Shares	13.0KSH	$1.5M
6	Blue Trust, Inc.	Shares	11.5KSH	$1.3M
7	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	Shares	9.3KSH	$1.0M
8	CIDEL ASSET MANAGEMENT INC	Shares	9.0KSH	$1.0M
9	Mraz, Amerine & Associates, Inc.	Shares	8.4KSH	$944.9K
10	SIGNATUREFD, LLC	Shares	8.1KSH	$905.5K
11	Pacifica Partners Inc.	Shares	7.0KSH	$789.3K
12	BENJAMIN EDWARDS INC	Shares	7.0KSH	$788.9K
13	FOUNDATION RESOURCE MANAGEMENT INC	Shares	6.9KSH	$778.0K
14	Rathbones Group PLC	Shares	6.9KSH	$769.0K
15	FIRST HORIZON CORP	Shares	6.1KSH	$680.4K
16	D.A. DAVIDSON & CO.	Shares	5.9KSH	$657.4K
17	IFP Advisors, Inc	Shares	5.3KSH	$596.6K
18	Farther Finance Advisors, LLC	Shares	5.1KSH	$572.7K
19	Sequoia Financial Advisors, LLC	Shares	4.9KSH	$543.5K
20	Aprio Wealth Management, LLC	Shares	4.7KSH	$525.3K
21	Baker Ellis Asset Management LLC	Shares	4.5KSH	$498.5K
22	Addenda Capital Inc.	Shares	3.0KSH	$478.9K
23	Financial & Tax Architects, LLC	Shares	4.0KSH	$452.1K
24	Baron Wealth Management LLC	Shares	4.0KSH	$450.7K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.7KSH	$448.2K
26	Ballentine Partners, LLC	Shares	4.0KSH	$444.8K
27	Wealth Architects, LLC	Shares	4.0KSH	$444.8K
28	Holistic Financial Partners	Shares	4.0KSH	$442.9K
29	Fractal Investments LLC	Shares	3.7KSH	$415.6K
30	Baader Bank Aktiengesellschaft	Shares	3.3KSH	$370.5K
31	Canopy Partners, LLC	Shares	3.3KSH	$370.0K
32	Rempart Asset Management Inc.	Shares	3.0KSH	$341.8K
33	CONTINUUM WEALTH ADVISORS, LLC	Shares	3.0KSH	$330.5K
34	Y-Intercept (Hong Kong) Ltd	Shares	2.9KSH	$325.6K
35	Corps Capital Advisors, LLC	Shares	2.9KSH	$324.9K
36	Henry James International Management Inc.	Shares	2.9KSH	$324.9K
37	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	2.6KSH	$291.1K
38	EverSource Wealth Advisors, LLC	Shares	2.5KSH	$281.8K
39	Mirador Capital Partners LP	Shares	2.3KSH	$260.1K
40	QRG CAPITAL MANAGEMENT, INC.	Shares	2.1KSH	$239.8K
41	MISSION WEALTH MANAGEMENT, LP	Shares	2.1KSH	$231.4K
42	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.9KSH	$219.0K
43	Crossmark Global Holdings, Inc.	Shares	1.8KSH	$202.9K
44	WEST MICHIGAN ADVISORS, LLC	Shares	1.5KSH	$202.0K
45	CITIZENS & NORTHERN CORP	Shares	1.8KSH	$201.6K
46	SANDERS MORRIS HARRIS LLC	Shares	1.8KSH	$201.6K
47	Safir Wealth Advisors, LLC	Shares	1.8KSH	$201.6K
48	Nova Wealth Management, Inc.	Shares	1.8KSH	$196.5K
49	Oakworth Capital, Inc.	Shares	1.3KSH	$145.6K
50	Cromwell Holdings LLC	Shares	1.1KSH	$128.5K

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

50 / 99 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac new	Shares	+10.2K	+$1.7M	$1.7M
2	Financial & Tax Architects, LLC new	Shares	+4.0K	+$452.1K	$452.1K
3	Y-Intercept (Hong Kong) Ltd new	Shares	+2.9K	+$325.6K	$325.6K
4	MISSION WEALTH MANAGEMENT, LP new	Shares	+2.1K	+$231.4K	$231.4K
5	IFP Advisors, Inc added	Shares	+1.3K	+$63.9K	$596.6K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+733	+$58.5K	$448.2K
7	EASTERN BANK added	Shares	+500	+$46.6K	$112.0K
8	PFS Partners, LLC new	Shares	+300	+$33.6K	$33.6K
9	BENJAMIN EDWARDS INC added	Shares	+1.1K	+$14.8K	$788.9K
10	Moisand Fitzgerald Tamayo, LLC new	Shares	+60	+$6.7K	$6.7K
11	CoreCap Advisors, LLC added	Shares	+162	+$3.3K	$106.9K
12	Physician Wealth Advisors, Inc. new	Shares	+29	+$3.2K	$3.2K
13	Mosley Wealth Management new	Shares	+8	+$896	$896
14	Decker Retirement Planning Inc. new	Shares	+7	+$798	$798
15	LRI Investments, LLC new	Shares	+4	+$448	$448
16	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+1	+$97	$97
17	Darwin Wealth Management, LLC new	Shares	0	+$35	$35
18	WEST MICHIGAN ADVISORS, LLC unchanged	Shares	0	$0	$202.0K
19	FNY Investment Advisers, LLC unchanged	Shares	0	-$1	$5
20	SBI Securities Co., Ltd. unchanged	Shares	0	-$19	$112
21	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$75	$448
22	Nvest Wealth Strategies, Inc. unchanged	Shares	0	-$75	$449
23	CIGNA INVESTMENTS INC /NEW trimmed	Shares	-307	-$90	$303
24	Sound Income Strategies, LLC exited	Shares	-1	-$129	$0
25	Fruth Investment Management unchanged	Shares	0	-$158	$940
26	GAMMA Investing LLC unchanged	Shares	0	-$207	$1.2K
27	Dogwood Wealth Management LLC unchanged	Shares	0	-$282	$1.7K
28	JNBA Financial Advisors unchanged	Shares	0	-$301	$1.8K
29	Aventura Private Wealth, LLC unchanged	Shares	0	-$470	$2.8K
30	Abound Wealth Management unchanged	Shares	0	-$471	$2.8K
31	True Wealth Design, LLC trimmed	Shares	-2	-$826	$3.4K
32	TOTH FINANCIAL ADVISORY CORP exited	Shares	-11	-$1.4K	$0
33	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$1.6K	$9.7K
34	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	-$2.2K	$13.0K
35	Bogart Wealth, LLC trimmed	Shares	-13	-$2.5K	$4.6K
36	FINANCIAL CONSULATE, INC trimmed	Shares	-6	-$2.6K	$10.9K
37	Raleigh Capital Management Inc. exited	Shares	-28	-$3.7K	$0
38	GoalVest Advisory LLC exited	Shares	-40	-$5.2K	$0
39	MassMutual Private Wealth & Trust, FSB added	Shares	+3	-$6.2K	$39.0K
40	Grove Bank & Trust exited	Shares	-50	-$6.5K	$0
41	QV Investors Inc. trimmed	Shares	-42.8K	-$8.5K	$17.6K
42	First Pacific Financial exited	Shares	-71	-$9.3K	$0
43	AdvisorNet Financial, Inc unchanged	Shares	0	-$10.8K	$64.4K
44	QRG CAPITAL MANAGEMENT, INC. added	Shares	+215	-$12.1K	$239.8K
45	Spire Wealth Management added	Shares	+2	-$13.5K	$82.4K
46	Crossmark Global Holdings, Inc. added	Shares	+132	-$16.8K	$202.9K
47	Longview Financial Advisors, Inc. exited	Shares	-158	-$20.7K	$0
48	Cromwell Holdings LLC unchanged	Shares	0	-$21.4K	$128.5K
49	Sawyer & Company, Inc trimmed	Shares	-140	-$22.5K	$24.9K
50	Oakworth Capital, Inc. unchanged	Shares	0	-$24.4K	$145.6K

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