Filing Research | ALEC - ALECTOR INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	Diversified Trust Co	Shares	42.4KSH	$85.1K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.3KSH	$48.7K
3	Police & Firemen's Retirement System of New Jersey	Shares	23.4KSH	$47.1K
4	HAMILTON LANE ADVISORS LLC	Shares	14.4KSH	$28.9K
5	Merit Financial Group, LLC	Shares	11.2KSH	$22.6K
6	China Universal Asset Management Co., Ltd.	Shares	3.6KSH	$7.2K
7	GAMMA Investing LLC	Shares	1.5KSH	$3.1K
8	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$2.6K
9	True Wealth Design, LLC	Shares	867SH	$1.7K
10	Physician Wealth Advisors, Inc.	Shares	752SH	$1.5K
11	Hughes Financial Services, LLC	Shares	388SH	$780
12	Farther Finance Advisors, LLC	Shares	253SH	$509
13	Fortitude Family Office, LLC	Shares	134SH	$269
14	Wealth Enhancement Trust Services, Inc.	Shares	105SH	$211
15	IFP Advisors, Inc	Shares	94SH	$189
16	SJS Investment Consulting Inc.	Shares	43SH	$87
17	SBI Securities Co., Ltd.	Shares	20SH	$40

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

17 / 17 loaded

#		Instrument
1	Diversified Trust Co added	Shares	+16.5K	+$29.5K	$85.1K
2	China Universal Asset Management Co., Ltd. new	Shares	+3.6K	+$7.2K	$7.2K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+12.1K	+$4.8K	$48.7K
4	EverSource Wealth Advisors, LLC added	Shares	+422	+$724	$2.6K
5	True Wealth Design, LLC added	Shares	+274	+$468	$1.7K
6	Wealth Enhancement Trust Services, Inc. new	Shares	+105	+$211	$211
7	IFP Advisors, Inc added	Shares	+88	+$176	$189
8	Farther Finance Advisors, LLC added	Shares	+97	+$114	$509
9	SJS Investment Consulting Inc. new	Shares	+43	+$87	$87
10	SBI Securities Co., Ltd. unchanged	Shares	0	-$3	$40
11	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$105	$1.5K
12	Hughes Financial Services, LLC trimmed	Shares	-24	-$106	$780
13	GAMMA Investing LLC unchanged	Shares	0	-$213	$3.1K
14	Fortitude Family Office, LLC trimmed	Shares	-121	-$279	$269
15	Merit Financial Group, LLC added	Shares	+315	-$896	$22.6K
16	HAMILTON LANE ADVISORS LLC unchanged	Shares	0	-$2.0K	$28.9K
17	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$3.3K	$47.1K

Filing Research | ALEC - ALECTOR INC Institutional Holdings