Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Assenagon Asset Management S.A. | $12.8M |
| 2 | Counterpoint Mutual Funds LLC | $7.4M |
| 3 | HENNESSY ADVISORS INC | $7.3M |
| 4 | Y-Intercept (Hong Kong) Ltd | $5.1M |
| 5 | HERALD INVESTMENT MANAGEMENT Ltd | $2.8M |
| 6 | BURNEY CO/ | $1.3M |
| 7 | Koesten, Hirschmann & Crabtree, INC. | $1.2M |
| 8 | Curated Wealth Partners LLC | $443.7K |
| 9 | Police & Firemen's Retirement System of New Jersey | $336.7K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $255.7K |
| 11 | ST GERMAIN D J CO INC | $69.5K |
| 12 | GAMMA Investing LLC | $48.1K |
| 13 | Versant Capital Management, Inc | $36.6K |
| 14 | SIGNATUREFD, LLC | $20.1K |
| 15 | EverSource Wealth Advisors, LLC | $8.4K |
| 16 | Farther Finance Advisors, LLC | $4.5K |
| 17 | IFP Advisors, Inc | $4.2K |
| 18 | SJS Investment Consulting Inc. | $3.6K |
| 19 | True Wealth Design, LLC | $2.7K |
| 20 | SBI Securities Co., Ltd. | $723 |
| 21 | Torren Management, LLC | $639 |
| 22 | Physician Wealth Advisors, Inc. | $404 |
| 23 | State of Alaska, Department of Revenue | $53 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$7.3M | |
| 2 | +$7.0M | |
| 3 | +$7.0M | |
| 4 | +$4.5M | |
| 5 | +$1.3M | |
| 6 | +$443.7K | |
| 7 | +$270.0K | |
| 8 | +$112.0K | |
| 9 | +$72.5K | |
| 10 | +$72.3K | |
| 11 | +$6.6K | |
| 12 | +$5.7K | |
| 13 | +$3.5K | |
| 14 | +$3.0K | |
| 15 | +$2.5K | |
| 16 | +$1.9K | |
| 17 | +$1.6K | |
| 18 | +$539 | |
| 19 | +$434 | |
| 20 | +$404 | |
| 21 | +$256 | |
| 22 | +$60 | |
| 23 | +$5 | |
| 24 | -$155.3K |