Filing Research | Cohen & Steers Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	SRH ADVISORS, LLC	Shares	408.4KSH	$11.3M
2	C2C Wealth Management, LLC	Shares	276.6KSH	$7.6M
3	INDEPENDENT FINANCIAL GROUP, LLC	Shares	129.0KSH	$3.6M
4	Smith Asset Management Co., LLC	Shares	93.9KSH	$2.6M
5	Rathbones Group PLC	Shares	87.9KSH	$2.4M
6	Accel Wealth Management	Shares	66.1KSH	$1.8M
7	GRIFFIN ASSET MANAGEMENT, INC.	Shares	62.8KSH	$1.7M
8	J.W. COLE ADVISORS, INC.	Shares	58.6KSH	$1.6M
9	PMG Family Office LLC	Shares	51.5KSH	$1.4M
10	Cyndeo Wealth Partners, LLC	Shares	41.9KSH	$1.2M
11	Abel Hall, LLC	Shares	40.0KSH	$1.1M
12	Prospera Financial Services Inc	Shares	35.1KSH	$969.6K
13	Symphony Financial Services, Inc.	Shares	34.1KSH	$941.5K
14	DAVENPORT & Co LLC	Shares	32.6KSH	$899.0K
15	BENJAMIN EDWARDS INC	Shares	27.6KSH	$761.4K
16	Certified Advisory Corp	Shares	26.0KSH	$717.7K
17	Investment Partners Asset Management, Inc.	Shares	25.5KSH	$704.2K
18	Capital Investment Advisory Services, LLC	Shares	23.3KSH	$644.1K
19	Atlas Brown,Inc.	Shares	22.0KSH	$607.3K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.4KSH	$592.6K
21	Quad-Cities Investment Group, LLC	Shares	21.3KSH	$588.9K
22	Merit Financial Group, LLC	Shares	20.4KSH	$563.6K
23	LexAurum Advisors, LLC	Shares	20.1KSH	$553.4K
24	PFG Investments, LLC	Shares	19.8KSH	$546.6K
25	MERIDIAN INVESTMENT COUNSEL INC.	Shares	19.7KSH	$543.0K
26	CARY STREET PARTNERS FINANCIAL LLC	Shares	18.6KSH	$514.2K
27	Farther Finance Advisors, LLC	Shares	16.3KSH	$449.9K
28	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	14.3KSH	$393.4K
29	WealthBridge Capital Management, LLC	Shares	12.9KSH	$357.1K
30	RDA Financial Network	Shares	12.1KSH	$333.2K
31	Live Oak Private Wealth LLC	Shares	12.1KSH	$333.1K
32	Noble Wealth Management PBC	Shares	12.0KSH	$331.1K
33	SHEETS SMITH WEALTH MANAGEMENT	Shares	11.9KSH	$329.5K
34	Triumph Capital Management	Shares	11.9KSH	$327.2K
35	B. Riley Wealth Advisors, Inc.	Shares	11.6KSH	$322.2K
36	Apollon Wealth Management, LLC	Shares	11.3KSH	$313.1K
37	Shulman DeMeo Asset Management LLC	Shares	10.8KSH	$297.3K
38	Register Financial Advisors LLC	Shares	10.8KSH	$296.6K
39	LANARK FINANCIAL, INC.	Shares	10.3KSH	$283.8K
40	Future Financial Wealth Managment LLC	Shares	10.0KSH	$278.3K
41	Sequoia Financial Advisors, LLC	Shares	9.8KSH	$269.6K
42	Saxony Capital Management, LLC	Shares	8.5KSH	$233.6K
43	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	8.3KSH	$230.1K
44	FORM Wealth Advisors, LLC	Shares	7.3KSH	$201.6K
45	Grove Bank & Trust	Shares	7.2KSH	$198.6K
46	CoreCap Advisors, LLC	Shares	6.0KSH	$165.5K
47	Golden State Wealth Management, LLC	Shares	5.1KSH	$139.6K
48	Spire Wealth Management	Shares	3.0KSH	$82.8K
49	Cape Investment Advisory, Inc.	Shares	2.9KSH	$80.5K
50	EASTERN BANK	Shares	2.4KSH	$66.2K

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

50 / 79 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+58.6K	+$1.6M	$1.6M
2	SRH ADVISORS, LLC added	Shares	+43	+$699.4K	$11.3M
3	GRIFFIN ASSET MANAGEMENT, INC. added	Shares	+20.4K	+$636.2K	$1.7M
4	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+11.4K	+$516.8K	$3.6M
5	DAVENPORT & Co LLC added	Shares	+17.0K	+$494.9K	$899.0K
6	C2C Wealth Management, LLC trimmed	Shares	-750	+$453.6K	$7.6M
7	PFG Investments, LLC added	Shares	+12.0K	+$344.2K	$546.6K
8	B. Riley Wealth Advisors, Inc. new	Shares	+11.6K	+$322.2K	$322.2K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.4K	+$278.4K	$592.6K
10	Sequoia Financial Advisors, LLC new	Shares	+9.8K	+$269.6K	$269.6K
11	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+8.3K	+$230.1K	$230.1K
12	FORM Wealth Advisors, LLC new	Shares	+7.3K	+$201.6K	$201.6K
13	Grove Bank & Trust new	Shares	+7.2K	+$198.6K	$198.6K
14	Prospera Financial Services Inc added	Shares	+5.0K	+$189.5K	$969.6K
15	Smith Asset Management Co., LLC trimmed	Shares	-1.0K	+$134.3K	$2.6M
16	PMG Family Office LLC added	Shares	+382	+$97.9K	$1.4M
17	Cape Investment Advisory, Inc. new	Shares	+2.9K	+$80.5K	$80.5K
18	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+2.3K	+$79.9K	$329.5K
19	Cyndeo Wealth Partners, LLC unchanged	Shares	0	+$71.6K	$1.2M
20	Abel Hall, LLC unchanged	Shares	0	+$68.4K	$1.1M
21	Quad-Cities Investment Group, LLC added	Shares	+1.1K	+$65.3K	$588.9K
22	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+736	+$50.9K	$514.2K
23	Investment Partners Asset Management, Inc. added	Shares	+187	+$48.5K	$704.2K
24	Capital Investment Advisory Services, LLC added	Shares	+86	+$42.2K	$644.1K
25	Triumph Capital Management added	Shares	+799	+$41.0K	$327.2K
26	Merit Financial Group, LLC added	Shares	+24	+$35.5K	$563.6K
27	LexAurum Advisors, LLC trimmed	Shares	-4	+$34.2K	$553.4K
28	CoreCap Advisors, LLC added	Shares	+856	+$32.4K	$165.5K
29	Atlas Brown,Inc. trimmed	Shares	-259	+$31.0K	$607.3K
30	Symphony Financial Services, Inc. trimmed	Shares	-1.3K	+$24.4K	$941.5K
31	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$24.4K	$393.4K
32	IFP Advisors, Inc added	Shares	+840	+$23.4K	$27.2K
33	WealthBridge Capital Management, LLC added	Shares	+7	+$22.3K	$357.1K
34	Live Oak Private Wealth LLC unchanged	Shares	0	+$20.6K	$333.1K
35	RDA Financial Network trimmed	Shares	-20	+$20.1K	$333.2K
36	Apollon Wealth Management, LLC unchanged	Shares	0	+$19.4K	$313.1K
37	Register Financial Advisors LLC unchanged	Shares	0	+$18.4K	$296.6K
38	MERIDIAN INVESTMENT COUNSEL INC. trimmed	Shares	-600	+$18.1K	$543.0K
39	Shulman DeMeo Asset Management LLC trimmed	Shares	-132	+$15.0K	$297.3K
40	Future Financial Wealth Managment LLC unchanged	Shares	0	+$14.6K	$278.3K
41	Saxony Capital Management, LLC unchanged	Shares	0	+$14.5K	$233.6K
42	Golden State Wealth Management, LLC added	Shares	+71	+$10.5K	$139.6K
43	LANARK FINANCIAL, INC. trimmed	Shares	-333	+$9.0K	$283.8K
44	SALEM INVESTMENT COUNSELORS INC added	Shares	+215	+$6.2K	$9.6K
45	Key FInancial Inc new	Shares	+200	+$5.5K	$5.5K
46	Spire Wealth Management unchanged	Shares	0	+$5.1K	$82.8K
47	EASTERN BANK unchanged	Shares	0	+$4.1K	$66.2K
48	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$4.1K	$65.7K
49	Physician Wealth Advisors, Inc. added	Shares	+24	+$4.0K	$53.7K
50	EverSource Wealth Advisors, LLC added	Shares	+1	+$3.9K	$62.4K

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