Filing Research | AKBA - AKEBIA THREAPEUTICS INC Institutional Holdings

Snapshot holdings

23 / 23 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	839.7KSH	$957.3K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	112.5KSH	$157.5K
3	Abel Hall, LLC	Shares	75.4KSH	$86.0K
4	Police & Firemen's Retirement System of New Jersey	Shares	69.1KSH	$78.8K
5	CWA Asset Management Group, LLC	Shares	59.0KSH	$67.3K
6	Onyx Bridge Wealth Group LLC	Shares	15.3KSH	$17.4K
7	Traynor Capital Management, Inc.	Shares	14.6KSH	$16.6K
8	Merit Financial Group, LLC	Shares	14.4KSH	$16.4K
9	Independent Wealth Network Inc.	Shares	13.0KSH	$14.8K
10	Legacy Private Trust Co.	Shares	12.3KSH	$14.0K
11	J.W. COLE ADVISORS, INC.	Shares	11.9KSH	$13.6K
12	EAGLE WEALTH STRATEGIES LLC	Shares	10.0KSH	$11.4K
13	Farther Finance Advisors, LLC	Shares	8.0KSH	$9.1K
14	Activest Wealth Management	Shares	2.0KSH	$2.3K
15	EverSource Wealth Advisors, LLC	Shares	2.0KSH	$2.3K
16	ENTRUST FINANCIAL LLC	Shares	725SH	$827
17	True Wealth Design, LLC	Shares	711SH	$811
18	SJS Investment Consulting Inc.	Shares	551SH	$629
19	State of Alaska, Department of Revenue	Shares	246.1KSH	$279
20	IFP Advisors, Inc	Shares	166SH	$189
21	SBI Securities Co., Ltd.	Shares	39SH	$44
22	Bogart Wealth, LLC	Shares	25SH	$29
23	Capital Advisors, Ltd. LLC	Shares	320SH	$0

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

28 / 28 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+93.7K	+$131.6K	$157.5K
2	Abel Hall, LLC new	Shares	+75.4K	+$86.0K	$86.0K
3	Hennion & Walsh Asset Management, Inc. added	Shares	+206.5K	+$77.1K	$957.3K
4	Merit Financial Group, LLC new	Shares	+14.4K	+$16.4K	$16.4K
5	Farther Finance Advisors, LLC added	Shares	+2.9K	+$1.8K	$9.1K
6	EverSource Wealth Advisors, LLC added	Shares	+1.5K	+$1.5K	$2.3K
7	ENTRUST FINANCIAL LLC new	Shares	+725	+$827	$827
8	True Wealth Design, LLC added	Shares	+665	+$747	$811
9	SJS Investment Consulting Inc. added	Shares	+531	+$601	$629
10	IFP Advisors, Inc new	Shares	+166	+$189	$189
11	State of Alaska, Department of Revenue added	Shares	+100.0K	+$77	$279
12	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
13	Bogart Wealth, LLC unchanged	Shares	0	-$6	$29
14	Hughes Financial Services, LLC exited	Shares	-15	-$21	$0
15	Activest Wealth Management unchanged	Shares	0	-$500	$2.3K
16	GAMMA Investing LLC exited	Shares	-382	-$531	$0
17	EAGLE WEALTH STRATEGIES LLC unchanged	Shares	0	-$2.5K	$11.4K
18	Traynor Capital Management, Inc. unchanged	Shares	0	-$2.6K	$16.6K
19	J.W. COLE ADVISORS, INC. unchanged	Shares	0	-$3.0K	$13.6K
20	Legacy Private Trust Co. unchanged	Shares	0	-$3.1K	$14.0K
21	Independent Wealth Network Inc. unchanged	Shares	0	-$3.3K	$14.8K
22	Onyx Bridge Wealth Group LLC added	Shares	+300	-$3.4K	$17.4K
23	SBI Securities Co., Ltd. trimmed	Shares	-4.5K	-$6.3K	$44
24	CWA Asset Management Group, LLC unchanged	Shares	0	-$14.8K	$67.3K
25	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$17.3K	$78.8K
26	PFG Private Wealth Management, LLC exited	Shares	-37.3K	-$51.9K	$0
27	Y-Intercept (Hong Kong) Ltd exited	Shares	-42.4K	-$59.0K	$0
28	SAPIENT CAPITAL LLC exited	Shares	-200.0K	-$278.0K	$0