Filing Research | AIRJ - AIRJOULE TECHNOLOGIES CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	60.7KSH	$336.3K
2	Olympiad Research LP	Shares	20.5KSH	$113.5K
3	ISTHMUS PARTNERS, LLC	Shares	17.0KSH	$94.2K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.9KSH	$94.2K
5	Curated Wealth Partners LLC	Shares	68.9KSH	$68.9K
6	Abel Hall, LLC	Shares	11.0KSH	$61.1K
7	Police & Firemen's Retirement System of New Jersey	Shares	6.3KSH	$34.7K
8	Mirae Asset Global Investments Co., Ltd.	Shares	3.9KSH	$21.6K
9	Marshall & Sterling Wealth Advisors Inc.	Shares	3.0KSH	$16.6K
10	SBI Securities Co., Ltd.	Shares	1.6KSH	$9.0K
11	IFP Advisors, Inc	Shares	1.3KSH	$7.4K
12	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$6.8K
13	True Wealth Design, LLC	Shares	327SH	$1.8K
14	Sawyer & Company, Inc	Shares	275SH	$1.5K
15	Farther Finance Advisors, LLC	Shares	241SH	$1.3K
16	Fortitude Family Office, LLC	Shares	210SH	$1.2K
17	Ares Financial Consulting, LLC	Shares	106SH	$587
18	GAMMA Investing LLC	Shares	77SH	$427
19	SJS Investment Consulting Inc.	Shares	31SH	$172

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

19 / 19 loaded

#		Instrument
1	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV new	Shares	+60.7K	+$336.3K	$336.3K
2	Olympiad Research LP new	Shares	+20.5K	+$113.5K	$113.5K
3	Curated Wealth Partners LLC new	Shares	+68.9K	+$68.9K	$68.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.5K	+$61.1K	$94.2K
5	ISTHMUS PARTNERS, LLC unchanged	Shares	0	+$51.5K	$94.2K
6	Abel Hall, LLC added	Shares	+343	+$34.3K	$61.1K
7	Mirae Asset Global Investments Co., Ltd. new	Shares	+3.9K	+$21.6K	$21.6K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$19.0K	$34.7K
9	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	+$9.1K	$16.6K
10	IFP Advisors, Inc added	Shares	+1.0K	+$6.6K	$7.4K
11	SBI Securities Co., Ltd. added	Shares	+290	+$5.7K	$9.0K
12	EverSource Wealth Advisors, LLC added	Shares	+556	+$5.1K	$6.8K
13	Sawyer & Company, Inc new	Shares	+275	+$1.5K	$1.5K
14	True Wealth Design, LLC added	Shares	+194	+$1.5K	$1.8K
15	Fortitude Family Office, LLC new	Shares	+210	+$1.2K	$1.2K
16	Farther Finance Advisors, LLC added	Shares	+155	+$1.1K	$1.3K
17	Ares Financial Consulting, LLC unchanged	Shares	0	+$312	$587
18	SJS Investment Consulting Inc. added	Shares	+18	+$139	$172
19	GAMMA Investing LLC trimmed	Shares	-64	+$73	$427

Filing Research | AIRJ - AIRJOULE TECHNOLOGIES CORP Institutional Holdings