Filing Research | AEHR - AEHR TEST SYS Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	Bouvel Investment Partners, LLC	Shares	48.9KSH	$4.7M
2	Capstone Capital Management Ltd	Shares	21.9KSH	$2.1M
3	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	17.7KSH	$1.7M
4	Sun Group Wealth Partners	Shares	15.1KSH	$1.4M
5	Fortitude Advisory Group L.L.C.	Shares	14.3KSH	$1.4M
6	Y-Intercept (Hong Kong) Ltd	Shares	12.4KSH	$1.2M
7	Police & Firemen's Retirement System of New Jersey	Shares	9.0KSH	$867.5K
8	Clarity Financial LLC	Shares	7.6KSH	$732.8K
9	Brady Martz Wealth Solutions, LLC	Shares	5.8KSH	$558.6K
10	Penbrook Management LLC	Shares	5.2KSH	$499.5K
11	Malaga Cove Capital, LLC	Shares	4.9KSH	$470.7K
12	B. Riley Wealth Advisors, Inc.	Shares	5.0KSH	$469.1K
13	Abel Hall, LLC	Shares	4.6KSH	$446.2K
14	SBI Securities Co., Ltd.	Shares	3.7KSH	$358.3K
15	Winthrop Partners - WNY, LLC	Shares	2.9KSH	$277.0K
16	RiverPark Advisors, LLC	Shares	2.6KSH	$252.6K
17	Brookstone Capital Management	Shares	2.6KSH	$252.4K
18	LANARK FINANCIAL, INC.	Shares	2.5KSH	$239.1K
19	Lodestone Wealth Management LLC	Shares	2.4KSH	$230.8K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.8KSH	$205.5K
21	IFP Advisors, Inc	Shares	1.7KSH	$166.2K
22	GAMMA Investing LLC	Shares	1.6KSH	$152.1K
23	CoreCap Advisors, LLC	Shares	1.3KSH	$120.2K
24	Versant Capital Management, Inc	Shares	1.2KSH	$113.3K
25	Farther Finance Advisors, LLC	Shares	985SH	$94.4K
26	Tema ETFs LLC	Shares	924SH	$88.8K
27	EverSource Wealth Advisors, LLC	Shares	827SH	$79.4K
28	SIGNATUREFD, LLC	Shares	237SH	$22.8K
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	CALL	100SH	$7.3K
30	Darwin Wealth Management, LLC	Shares	57SH	$5.5K
31	Premier Fund Managers Ltd	Shares	41.4KSH	$3.9K
32	Fortitude Family Office, LLC	Shares	38SH	$3.6K
33	MassMutual Private Wealth & Trust, FSB	Shares	4SH	$384
34	Hughes Financial Services, LLC	Shares	1SH	$96
35	State of Alaska, Department of Revenue	Shares	675SH	$64
36	TSFG, LLC	Shares	100SH	$10

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

38 / 38 loaded

#		Instrument
1	Capstone Capital Management Ltd new	Shares	+21.9K	+$2.1M	$2.1M
2	Bouvel Investment Partners, LLC trimmed	Shares	-23.0K	+$2.0M	$4.7M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+12.4K	+$1.2M	$1.2M
4	Sun Group Wealth Partners trimmed	Shares	-2.9K	+$782.5K	$1.4M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+551	+$553.1K	$867.5K
6	B. Riley Wealth Advisors, Inc. new	Shares	+5.0K	+$469.1K	$469.1K
7	Abel Hall, LLC new	Shares	+4.6K	+$446.2K	$446.2K
8	Clarity Financial LLC trimmed	Shares	-103	+$446.1K	$732.8K
9	SBI Securities Co., Ltd. added	Shares	+3.3K	+$341.6K	$358.3K
10	Brady Martz Wealth Solutions, LLC trimmed	Shares	-530	+$323.3K	$558.6K
11	Fortitude Advisory Group L.L.C. trimmed	Shares	-14.3K	+$313.2K	$1.4M
12	Winthrop Partners - WNY, LLC new	Shares	+2.9K	+$277.0K	$277.0K
13	Malaga Cove Capital, LLC trimmed	Shares	-500	+$270.5K	$470.7K
14	LAUREL OAK WEALTH MANAGEMENT, LLC trimmed	Shares	-21.0K	+$263.5K	$1.7M
15	Brookstone Capital Management new	Shares	+2.6K	+$252.4K	$252.4K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+2.8K	+$205.5K	$205.5K
17	IFP Advisors, Inc new	Shares	+1.7K	+$166.2K	$166.2K
18	Lodestone Wealth Management LLC added	Shares	+569	+$162.8K	$230.8K
19	LANARK FINANCIAL, INC. trimmed	Shares	-9	+$146.5K	$239.1K
20	CoreCap Advisors, LLC added	Shares	+885	+$106.6K	$120.2K
21	Tema ETFs LLC new	Shares	+924	+$88.8K	$88.8K
22	GAMMA Investing LLC trimmed	Shares	-163	+$87.3K	$152.1K
23	RiverPark Advisors, LLC trimmed	Shares	-2.0K	+$80.3K	$252.6K
24	EverSource Wealth Advisors, LLC added	Shares	+410	+$64.0K	$79.4K
25	Versant Capital Management, Inc trimmed	Shares	-197	+$62.2K	$113.3K
26	Farther Finance Advisors, LLC trimmed	Shares	-12	+$54.9K	$94.4K
27	SIGNATUREFD, LLC added	Shares	+32	+$15.2K	$22.8K
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	CALL	+100	+$7.3K	$7.3K
29	Premier Fund Managers Ltd new	Shares	+41.4K	+$3.9K	$3.9K
30	Darwin Wealth Management, LLC unchanged	Shares	0	+$3.4K	$5.5K
31	Fortitude Family Office, LLC unchanged	Shares	0	+$2.2K	$3.6K
32	Hughes Financial Services, LLC new	Shares	+1	+$96	$96
33	TSFG, LLC unchanged	Shares	0	+$6	$10
34	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-8	-$61	$384
35	State of Alaska, Department of Revenue trimmed	Shares	-18.0K	-$628	$64
36	Rachor Investment Advisory Services, LLC exited	Shares	-89	-$3.3K	$0
37	Crewe Advisors LLC exited	Shares	-2.5K	-$92.7K	$0
38	Penbrook Management LLC trimmed	Shares	-74.3K	-$2.4M	$499.5K