Filing Research | ABR - ARBOR REALTY TRUST INC Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	Significant Wealth Partners LLC	Shares	231.0KSH	$1.3M
2	PFG Investments, LLC	Shares	222.5KSH	$1.2M
3	Louisiana State Employees Retirement System	Shares	84.3KSH	$456.9K
4	D.A. DAVIDSON & CO.	Shares	77.2KSH	$418.4K
5	Police & Firemen's Retirement System of New Jersey	Shares	59.4KSH	$321.9K
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	51.9KSH	$281.5K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	45.6KSH	$247.2K
8	QRG CAPITAL MANAGEMENT, INC.	Shares	45.6KSH	$247.1K
9	Curated Wealth Partners LLC	Shares	8.8KSH	$231.8K
10	WMG Financial Advisors, LLC	Shares	28.6KSH	$155.0K
11	Investors Research Corp	Shares	23.7KSH	$128.3K
12	SteelPeak Wealth, LLC	Shares	22.9KSH	$124.1K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.3KSH	$122.5K
14	Edge Wealth Management LLC	Shares	20.0KSH	$108.4K
15	Legacy Financial Strategies, LLC	Shares	17.8KSH	$96.5K
16	Abel Hall, LLC	Shares	17.3KSH	$93.6K
17	Bogart Wealth, LLC	Shares	13.8KSH	$74.5K
18	NOVEM GROUP	Shares	13.4KSH	$72.8K
19	MISSION WEALTH MANAGEMENT, LP	Shares	12.2KSH	$66.1K
20	SIGNATUREFD, LLC	Shares	11.0KSH	$59.6K
21	WealthBridge Capital Management, LLC	Shares	11.0KSH	$59.6K
22	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	10.9KSH	$59.3K
23	Allied Private Wealth LLC	Shares	11.4KSH	$55.9K
24	GAMMA Investing LLC	Shares	7.1KSH	$38.7K
25	HM PAYSON & CO	Shares	5.1KSH	$27.6K
26	Farther Finance Advisors, LLC	Shares	4.8KSH	$25.9K
27	Versant Capital Management, Inc	Shares	3.9KSH	$21.0K
28	MassMutual Private Wealth & Trust, FSB	Shares	1.6KSH	$8.9K
29	EverSource Wealth Advisors, LLC	Shares	1.6KSH	$8.7K
30	Smallwood Wealth Investment Management, LLC	Shares	1.6KSH	$8.7K
31	Transce3nd, LLC	Shares	1.5KSH	$7.6K
32	IFP Advisors, Inc	Shares	1.2KSH	$6.3K
33	Aventura Private Wealth, LLC	Shares	756SH	$4.1K
34	City State Bank	Shares	660SH	$3.6K
35	KERR FINANCIAL PLANNING Corp	Shares	644SH	$3.5K
36	Triumph Capital Management	Shares	446SH	$2.4K
37	Crewe Advisors LLC	Shares	379SH	$2.1K
38	Spire Wealth Management	Shares	296SH	$1.6K
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	243.0KSH	$1.3K
40	Mountain Hill Investment Partners Corp.	Shares	176SH	$955
41	JFS WEALTH ADVISORS, LLC	Shares	139SH	$754
42	True Wealth Design, LLC	Shares	121SH	$656
43	FARMERS & MERCHANTS INVESTMENTS INC	Shares	120SH	$650
44	Handelsbanken Fonder AB	Shares	99.0KSH	$537
45	FINANCIAL CONSULATE, INC	Shares	66SH	$358
46	State of Alaska, Department of Revenue	Shares	63.3KSH	$343
47	AMALGAMATED BANK	Shares	51.7KSH	$280
48	Moisand Fitzgerald Tamayo, LLC	Shares	21SH	$114
49	Abound Wealth Management	Shares	13SH	$71
50	Davis Capital Management	Shares	10SH	$54

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

50 / 59 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+8.8K	+$231.8K	$231.8K
2	Abel Hall, LLC new	Shares	+17.3K	+$93.6K	$93.6K
3	Bogart Wealth, LLC added	Shares	+13.0K	+$68.7K	$74.5K
4	MISSION WEALTH MANAGEMENT, LP new	Shares	+12.2K	+$66.1K	$66.1K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.3K	+$17.8K	$122.5K
6	Versant Capital Management, Inc added	Shares	+3.0K	+$14.0K	$21.0K
7	HM PAYSON & CO added	Shares	+2.5K	+$8.0K	$27.6K
8	MassMutual Private Wealth & Trust, FSB added	Shares	+1.5K	+$7.4K	$8.9K
9	IFP Advisors, Inc added	Shares	+556	+$1.6K	$6.3K
10	JFS WEALTH ADVISORS, LLC new	Shares	+139	+$754	$754
11	True Wealth Design, LLC new	Shares	+121	+$656	$656
12	FINANCIAL CONSULATE, INC new	Shares	+66	+$358	$358
13	Davis Capital Management new	Shares	+10	+$54	$54
14	Capital Advisors, Ltd. LLC exited	Shares	-13	$0	$0
15	Abound Wealth Management unchanged	Shares	0	-$30	$71
16	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	-$48	$114
17	AMALGAMATED BANK trimmed	Shares	-4.6K	-$154	$280
18	GILPIN WEALTH MANAGEMENT, LLC exited	Shares	-20	-$155	$0
19	Farther Finance Advisors, LLC added	Shares	+1.3K	-$187	$25.9K
20	Handelsbanken Fonder AB unchanged	Shares	0	-$226	$537
21	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$275	$650
22	Mountain Hill Investment Partners Corp. added	Shares	+5	-$363	$955
23	State of Alaska, Department of Revenue trimmed	Shares	-34.2K	-$408	$343
24	Retirement Wealth Solutions LLC exited	Shares	-56	-$432	$0
25	CoreCap Advisors, LLC trimmed	Shares	-66	-$521	$27
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-691	-$562	$1.3K
27	Spire Wealth Management added	Shares	+9	-$610	$1.6K
28	Crewe Advisors LLC added	Shares	+30	-$638	$2.1K
29	Triumph Capital Management added	Shares	+13	-$918	$2.4K
30	City State Bank unchanged	Shares	0	-$1.5K	$3.6K
31	EverSource Wealth Advisors, LLC added	Shares	+281	-$1.5K	$8.7K
32	KERR FINANCIAL PLANNING Corp added	Shares	+20	-$1.6K	$3.5K
33	Aventura Private Wealth, LLC unchanged	Shares	0	-$1.7K	$4.1K
34	Smallwood Wealth Investment Management, LLC trimmed	Shares	-1.0K	-$11.4K	$8.7K
35	Transce3nd, LLC trimmed	Shares	-1.3K	-$13.7K	$7.6K
36	WealthBridge Capital Management, LLC unchanged	Shares	0	-$25.2K	$59.6K
37	GAMMA Investing LLC trimmed	Shares	-1.5K	-$27.6K	$38.7K
38	Key FInancial Inc exited	Shares	-3.8K	-$29.7K	$0
39	Sound Income Strategies, LLC exited	Shares	-4.4K	-$32.8K	$0
40	Legacy Financial Strategies, LLC unchanged	Shares	0	-$40.8K	$96.5K
41	SteelPeak Wealth, LLC added	Shares	+1.1K	-$43.6K	$124.1K
42	Edge Wealth Management LLC unchanged	Shares	0	-$45.8K	$108.4K
43	JAMISON PRIVATE WEALTH MANAGEMENT, INC. trimmed	Shares	-3.3K	-$50.2K	$59.3K
44	Investors Research Corp unchanged	Shares	0	-$54.2K	$128.3K
45	Bison Wealth, LLC exited	Shares	-10.4K	-$60.9K	$0
46	SIGNATUREFD, LLC trimmed	Shares	-4.8K	-$62.5K	$59.6K
47	Police & Firemen's Retirement System of New Jersey added	Shares	+8.8K	-$68.2K	$321.9K
48	J.W. COLE ADVISORS, INC. exited	Shares	-10.5K	-$81.1K	$0
49	D.A. DAVIDSON & CO. added	Shares	+7.6K	-$118.0K	$418.4K
50	NOVEM GROUP trimmed	Shares	-11.3K	-$118.0K	$72.8K

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