Filing Research | AARD - AARDVARK THERAPEUTICS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.4KSH	$79.3K
2	Abel Hall, LLC	Shares	10.1KSH	$58.0K
3	China Universal Asset Management Co., Ltd.	Shares	3.5KSH	$20.0K
4	Mirae Asset Global Investments Co., Ltd.	Shares	976SH	$5.6K
5	EverSource Wealth Advisors, LLC	Shares	774SH	$4.5K
6	IFP Advisors, Inc	Shares	447SH	$2.6K
7	GAMMA Investing LLC	Shares	388SH	$2.2K
8	True Wealth Design, LLC	Shares	162SH	$934
9	Farther Finance Advisors, LLC	Shares	153SH	$867
10	Fortitude Family Office, LLC	Shares	56SH	$323
11	Wealth Enhancement Trust Services, Inc.	Shares	48SH	$276
12	SJS Investment Consulting Inc.	Shares	16SH	$93

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

13 / 13 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+10.4K	+$79.3K	$79.3K
2	Abel Hall, LLC new	Shares	+10.1K	+$58.0K	$58.0K
3	China Universal Asset Management Co., Ltd. trimmed	Shares	-392	+$5.4K	$20.0K
4	EverSource Wealth Advisors, LLC added	Shares	+473	+$3.3K	$4.5K
5	IFP Advisors, Inc added	Shares	+426	+$2.5K	$2.6K
6	GAMMA Investing LLC new	Shares	+388	+$2.2K	$2.2K
7	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-160	+$1.3K	$5.6K
8	Farther Finance Advisors, LLC added	Shares	+125	+$752	$867
9	True Wealth Design, LLC added	Shares	+113	+$749	$934
10	Fortitude Family Office, LLC new	Shares	+56	+$323	$323
11	Wealth Enhancement Trust Services, Inc. new	Shares	+48	+$276	$276
12	SJS Investment Consulting Inc. added	Shares	+14	+$85	$93
13	Police & Firemen's Retirement System of New Jersey exited	Shares	-2.1K	-$8.0K	$0

Filing Research | AARD - AARDVARK THERAPEUTICS INC Institutional Holdings