Filing Research | ACVA - ACV Auctions, Inc. Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	RIVERBRIDGE PARTNERS LLC	Shares	1.8MSH	$13.2M
2	Swedbank AB	Shares	1.5MSH	$10.8M
3	One Charles Private Wealth Services, LLC	Shares	779.8KSH	$5.6M
4	CONGRESS ASSET MANAGEMENT CO	Shares	536.8KSH	$3.9M
5	Y-Intercept (Hong Kong) Ltd	Shares	390.4KSH	$2.8M
6	Wellspring Financial Advisors, LLC	Shares	210.5KSH	$1.5M
7	True North Advisors, LLC	Shares	176.0KSH	$1.3M
8	Curated Wealth Partners LLC	Shares	37.8KSH	$545.5K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	88.3KSH	$515.6K
10	Police & Firemen's Retirement System of New Jersey	Shares	53.3KSH	$383.1K
11	Diversified Trust Co	Shares	46.5KSH	$334.2K
12	IFP Advisors, Inc	Shares	45.8KSH	$329.5K
13	DBA TRADING, LLC	Shares	70.0KSH	$296.8K
14	Merit Financial Group, LLC	Shares	32.4KSH	$232.8K
15	Winthrop Advisory Group LLC	Shares	22.5KSH	$161.8K
16	Tempus Wealth Planning, LLC	Shares	20.5KSH	$147.2K
17	Sequoia Financial Advisors, LLC	Shares	15.9KSH	$114.4K
18	Olympiad Research LP	Shares	14.9KSH	$107.1K
19	DRIVE WEALTH MANAGEMENT, LLC	Shares	13.9KSH	$99.6K
20	WADDELL & ASSOCIATES, LLC	Shares	13.5KSH	$97.3K
21	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	13.2KSH	$95.2K
22	NorthCrest Asset Manangement, LLC	Shares	10.6KSH	$73.3K
23	Versant Capital Management, Inc	Shares	6.2KSH	$44.5K
24	EverSource Wealth Advisors, LLC	Shares	5.7KSH	$41.1K
25	Farther Finance Advisors, LLC	Shares	2.8KSH	$20.2K
26	SJS Investment Consulting Inc.	Shares	910SH	$6.5K
27	Fortitude Family Office, LLC	Shares	753SH	$5.4K
28	True Wealth Design, LLC	Shares	718SH	$5.2K
29	SBI Securities Co., Ltd.	Shares	582SH	$4.2K
30	SIGNATUREFD, LLC	Shares	474SH	$3.4K
31	Wealth Enhancement Trust Services, Inc.	Shares	310SH	$2.2K
32	GAMMA Investing LLC	Shares	159SH	$1.1K
33	MassMutual Private Wealth & Trust, FSB	Shares	67SH	$482
34	Physician Wealth Advisors, Inc.	Shares	58SH	$418
35	VISION FINANCIAL MARKETS LLC	Shares	10SH	$73
36	State of Alaska, Department of Revenue	Shares	10.1KSH	$72
37	FIRST HORIZON CORP	Shares	6SH	$43
38	Hughes Financial Services, LLC	Shares	1SH	$7

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

42 / 42 loaded

#		Instrument
1	Swedbank AB unchanged	Shares	0	+$4.4M	$10.8M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+365.9K	+$2.7M	$2.8M
3	One Charles Private Wealth Services, LLC trimmed	Shares	-3.5K	+$2.3M	$5.6M
4	CONGRESS ASSET MANAGEMENT CO added	Shares	+89.3K	+$2.0M	$3.9M
5	RIVERBRIDGE PARTNERS LLC trimmed	Shares	-848.0K	+$1.8M	$13.2M
6	Wellspring Financial Advisors, LLC added	Shares	+130.3K	+$1.2M	$1.5M
7	Curated Wealth Partners LLC new	Shares	+37.8K	+$545.5K	$545.5K
8	True North Advisors, LLC added	Shares	+836	+$522.8K	$1.3M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+61.7K	+$399.8K	$515.6K
10	Merit Financial Group, LLC new	Shares	+32.4K	+$232.8K	$232.8K
11	Police & Firemen's Retirement System of New Jersey added	Shares	+6.8K	+$186.0K	$383.1K
12	IFP Advisors, Inc added	Shares	+2.9K	+$147.4K	$329.5K
13	Diversified Trust Co added	Shares	+955	+$141.2K	$334.2K
14	Sequoia Financial Advisors, LLC new	Shares	+15.9K	+$114.4K	$114.4K
15	Olympiad Research LP new	Shares	+14.9K	+$107.1K	$107.1K
16	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+13.9K	+$99.6K	$99.6K
17	WADDELL & ASSOCIATES, LLC new	Shares	+13.5K	+$97.3K	$97.3K
18	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+13.2K	+$95.2K	$95.2K
19	NorthCrest Asset Manangement, LLC new	Shares	+10.6K	+$73.3K	$73.3K
20	Winthrop Advisory Group LLC unchanged	Shares	0	+$66.4K	$161.8K
21	EverSource Wealth Advisors, LLC added	Shares	+3.2K	+$30.5K	$41.1K
22	Tempus Wealth Planning, LLC trimmed	Shares	-7.9K	+$27.1K	$147.2K
23	Versant Capital Management, Inc added	Shares	+1.4K	+$24.1K	$44.5K
24	Farther Finance Advisors, LLC added	Shares	+2.0K	+$16.5K	$20.2K
25	SJS Investment Consulting Inc. added	Shares	+839	+$6.2K	$6.5K
26	Fortitude Family Office, LLC new	Shares	+753	+$5.4K	$5.4K
27	SIGNATUREFD, LLC new	Shares	+474	+$3.4K	$3.4K
28	True Wealth Design, LLC added	Shares	+123	+$2.6K	$5.2K
29	Wealth Enhancement Trust Services, Inc. new	Shares	+310	+$2.2K	$2.2K
30	SBI Securities Co., Ltd. trimmed	Shares	-39	+$1.6K	$4.2K
31	Physician Wealth Advisors, Inc. new	Shares	+58	+$418	$418
32	State of Alaska, Department of Revenue unchanged	Shares	0	+$30	$72
33	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$30	$73
34	FIRST HORIZON CORP unchanged	Shares	0	+$18	$43
35	Hughes Financial Services, LLC unchanged	Shares	0	+$3	$7
36	DBA TRADING, LLC unchanged	Shares	0	$0	$296.8K
37	Handelsbanken Fonder AB exited	Shares	-55.4K	-$235	$0
38	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-307	-$1.1K	$482
39	GAMMA Investing LLC trimmed	Shares	-1.5K	-$5.9K	$1.1K
40	Procyon Advisors, LLC exited	Shares	-16.7K	-$70.9K	$0
41	Trust Point Inc. exited	Shares	-19.6K	-$82.9K	$0
42	Counterpoint Mutual Funds LLC exited	Shares	-200.7K	-$850.8K	$0