Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $943.9K |
| 2 | HENGEHOLD CAPITAL MANAGEMENT LLC | $854.4K |
| 3 | SBI Securities Co., Ltd. | $787.6K |
| 4 | GRIFFIN ASSET MANAGEMENT, INC. | $658.4K |
| 5 | Police & Firemen's Retirement System of New Jersey | $466.3K |
| 6 | China Universal Asset Management Co., Ltd. | $403.5K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $364.2K |
| 8 | Golden State Wealth Management, LLC | $324.5K |
| 9 | VISTA CAPITAL PARTNERS, INC. | $223.9K |
| 10 | Merit Financial Group, LLC | $174.9K |
| 11 | HERITAGE OAK WEALTH ADVISORS LLC | $115.9K |
| 12 | Farther Finance Advisors, LLC | $115.5K |
| 13 | Mirae Asset Global Investments Co., Ltd. | $80.8K |
| 14 | Atlatl Advisers LLC | $58.0K |
| 15 | EverSource Wealth Advisors, LLC | $20.8K |
| 16 | GAMMA Investing LLC | $19.4K |
| 17 | 1620 INVESTMENT ADVISORS, INC. | $7.0K |
| 18 | CoreCap Advisors, LLC | $4.1K |
| 19 | True Wealth Design, LLC | $2.6K |
| 20 | Fortitude Family Office, LLC | $2.4K |
| 21 | Noble Wealth Management PBC | $2.0K |
| 22 | SJS Investment Consulting Inc. | $1.4K |
| 23 | Blue Trust, Inc. | $1.2K |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$943.9K | |
| 2 | +$633.2K | |
| 3 | +$593.7K | |
| 4 | +$488.1K | |
| 5 | +$365.4K | |
| 6 | +$324.5K | |
| 7 | +$292.3K | |
| 8 | +$275.4K | |
| 9 | +$134.5K | |
| 10 | +$115.9K | |
| 11 | +$114.9K | |
| 12 | +$112.6K | |
| 13 | +$58.0K | |
| 14 | +$57.3K | |
| 15 | +$16.5K | |
| 16 | +$14.7K | |
| 17 | +$5.2K | |
| 18 | +$3.0K | |
| 19 | +$2.4K | |
| 20 | +$2.2K | |
| 21 | +$1.5K | |
| 22 | +$1.2K | |
| 23 | +$859 | |
| 24 | -$189 | |
| 25 | -$1.5K | |
| 26 | -$3.0K |