Snapshot holdings
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1VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$60.4M
2Capricorn Fund Managers Ltd$13.4M
3Boothe Investment Group, Inc.$10.6M
4Baker Chad R$6.9M
5Security National Bank$6.4M
6Police & Firemen's Retirement System of New Jersey$5.7M
7Fideuram Asset Management (Ireland) dac$5.2M
8FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$4.8M
9Graphene Investments SAS$4.0M
10Louisiana State Employees Retirement System$3.2M
11YOUSIF CAPITAL MANAGEMENT, LLC$3.0M
12IFM Investors Pty Ltd$2.6M
13COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.6M
14WASATCH ADVISORS LP$2.1M
15First National Advisers, LLC$2.1M
16LANARK FINANCIAL, INC.$1.9M
17Sumitomo Mitsui DS Asset Management Company, Ltd$1.3M
18TOTH FINANCIAL ADVISORY CORP$1.3M
19LVZ, Inc.$1.1M
20HMS Capital Management, LLC$920.2K
21SECURIAN ASSET MANAGEMENT, INC$805.3K
22Miller Global Investments, LLC$804.6K
23BURNEY CO/$781.1K
24Wedmont Private Capital$777.0K
25Avior Wealth Management, LLC$716.9K
26Encompass More Asset Management$699.2K
27ABN AMRO INVESTMENT SOLUTIONS$667.7K
28Merit Financial Group, LLC$635.3K
29DRIVE WEALTH MANAGEMENT, LLC$598.2K
30Yorktown Management & Research Co Inc$532.9K
31Oak Thistle LLC$496.2K
32Essex LLC$437.0K
33WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$405.8K
34Crossmark Global Holdings, Inc.$354.8K
35Sequoia Financial Advisors, LLC$329.0K
36Fifth Third Wealth Advisors LLC$314.4K
37EVERGREEN CAPITAL MANAGEMENT LLC$306.5K
38MOODY ALDRICH PARTNERS LLC$273.2K
39Magnus Financial Group LLC$213.3K
40INDEPENDENT FINANCIAL GROUP, LLC$206.0K
41Portside Wealth Group, LLC$205.9K
42CAISSE DES DEPOTS ET CONSIGNATIONS$202.5K
43GAMMA Investing LLC$192.0K
44Mirae Asset Global Investments Co., Ltd.$157.0K
45Versant Capital Management, Inc$137.7K
46ASR Vermogensbeheer N.V.$127.6K
47TFC Financial Management, Inc.$123.2K
48Farther Finance Advisors, LLC$109.0K
49LRI Investments, LLC$86.8K
50SIGNATUREFD, LLC$78.9K
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Manager changes
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1+$18.6M
2+$6.6M
3+$5.2M
4+$4.8M
5+$4.0M
6+$3.6M
7+$3.3M
8+$3.2M
9+$3.2M
10+$3.0M
11+$2.6M
12+$2.6M
13+$2.0M
14+$1.3M
15+$934.4K
16+$805.3K
17+$699.2K
18+$667.7K
19+$569.1K
20+$562.9K
21+$354.8K
22+$314.4K
23
LVZ, Inc.
+$309.7K
24+$306.5K
25+$284.7K
26+$273.8K
27+$265.5K
28
BURNEY CO/
+$237.9K
29+$234.1K
30+$223.4K
31+$213.3K
32+$206.0K
33+$205.9K
34+$202.5K
35+$182.2K
36+$174.5K
37+$170.1K
38+$162.3K
39+$127.6K
40
Essex LLC
+$109.8K
41+$100.6K
42+$82.1K
43+$74.9K
44+$70.0K
45+$68.8K
46+$66.7K
47+$42.1K
48+$37.5K
49+$34.4K
50+$29.5K
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Filing Research | SHARKNINJA INC Institutional Holdings