Filing Research | ALRM - Alarm.com Holdings, Inc. Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	RIVERBRIDGE PARTNERS LLC	Shares	394.9KSH	$18.4M
2	Evanson Financial, LLC	Shares	153.4KSH	$7.2M
3	Apollon Wealth Management, LLC	Shares	47.5KSH	$2.2M
4	Cardinal Capital Management	Shares	37.3KSH	$1.7M
5	Louisiana State Employees Retirement System	Shares	21.7KSH	$1.0M
6	Y-Intercept (Hong Kong) Ltd	Shares	17.1KSH	$797.3K
7	Assenagon Asset Management S.A.	Shares	15.5KSH	$722.9K
8	Police & Firemen's Retirement System of New Jersey	Shares	14.2KSH	$663.3K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.2KSH	$617.2K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	11.7KSH	$548.0K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.8KSH	$502.8K
12	SUMMITRY LLC	Shares	5.3KSH	$245.5K
13	M.E. ALLISON & CO., INC.	Shares	5.1KSH	$240.1K
14	Abel Hall, LLC	Shares	4.4KSH	$207.6K
15	GAMMA Investing LLC	Shares	3.7KSH	$173.8K
16	Avanza Fonder AB	Shares	2.8KSH	$130.3K
17	Versant Capital Management, Inc	Shares	2.2KSH	$104.2K
18	EverSource Wealth Advisors, LLC	Shares	435SH	$20.3K
19	SBI Securities Co., Ltd.	Shares	214SH	$10.0K
20	Owl Creek Wealth Partners LLC	Shares	175SH	$8.2K
21	HARBOR INVESTMENT ADVISORY, LLC	Shares	174SH	$8.1K
22	Farther Finance Advisors, LLC	Shares	140SH	$6.5K
23	MassMutual Private Wealth & Trust, FSB	Shares	116SH	$5.4K
24	True Wealth Design, LLC	Shares	106SH	$5.0K
25	Marquette Asset Management, LLC	Shares	84SH	$3.9K
26	FINANCIAL CONSULATE, INC	Shares	80SH	$3.7K
27	Grove Bank & Trust	Shares	50SH	$2.3K
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	38.1KSH	$1.8K
29	Noble Wealth Management PBC	Shares	31SH	$1.4K
30	FARMERS & MERCHANTS INVESTMENTS INC	Shares	30SH	$1.4K
31	Fortitude Family Office, LLC	Shares	26SH	$1.2K
32	JFS WEALTH ADVISORS, LLC	Shares	23SH	$1.1K
33	SJS Investment Consulting Inc.	Shares	20SH	$935
34	State of Alaska, Department of Revenue	Shares	18.8KSH	$879
35	IFP Advisors, Inc	Shares	18SH	$841
36	Handelsbanken Fonder AB	Shares	16.3KSH	$762
37	AMALGAMATED BANK	Shares	13.2KSH	$619
38	SIGNATUREFD, LLC	Shares	11SH	$514
39	DiNuzzo Private Wealth, Inc.	Shares	6SH	$281
40	GILPIN WEALTH MANAGEMENT, LLC	Shares	6SH	$281
41	Creative Capital Management Investments LLC	Shares	5SH	$234
42	HHM Wealth Advisors, LLC	Shares	3SH	$141
43	Davis Capital Management	Shares	3SH	$140
44	LRI Investments, LLC	Shares	2SH	$93
45	Capital Advisors, Ltd. LLC	Shares	189SH	$9

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

50 / 50 loaded

#		Instrument
1	Apollon Wealth Management, LLC new	Shares	+47.5K	+$2.2M	$2.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.0K	+$251.0K	$502.8K
3	Cardinal Capital Management added	Shares	+2.4K	+$235.7K	$1.7M
4	Abel Hall, LLC new	Shares	+4.4K	+$207.6K	$207.6K
5	Y-Intercept (Hong Kong) Ltd added	Shares	+2.1K	+$151.4K	$797.3K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+1.0K	+$93.7K	$663.3K
7	Versant Capital Management, Inc added	Shares	+1.6K	+$77.5K	$104.2K
8	Louisiana State Employees Retirement System trimmed	Shares	-400	+$59.3K	$1.0M
9	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-41	+$44.9K	$617.2K
10	SUMMITRY LLC added	Shares	+26	+$19.7K	$245.5K
11	M.E. ALLISON & CO., INC. unchanged	Shares	0	+$18.1K	$240.1K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-606	+$15.2K	$548.0K
13	EverSource Wealth Advisors, LLC added	Shares	+230	+$11.5K	$20.3K
14	Avanza Fonder AB unchanged	Shares	0	+$9.8K	$130.3K
15	Owl Creek Wealth Partners LLC new	Shares	+175	+$8.2K	$8.2K
16	True Wealth Design, LLC added	Shares	+71	+$3.4K	$5.0K
17	Marquette Asset Management, LLC added	Shares	+53	+$2.6K	$3.9K
18	Noble Wealth Management PBC new	Shares	+31	+$1.4K	$1.4K
19	Farther Finance Advisors, LLC added	Shares	+21	+$1.4K	$6.5K
20	SBI Securities Co., Ltd. added	Shares	+3	+$885	$10.0K
21	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$614	$8.1K
22	SJS Investment Consulting Inc. added	Shares	+11	+$546	$935
23	SIGNATUREFD, LLC new	Shares	+11	+$514	$514
24	Fortitude Family Office, LLC added	Shares	+7	+$394	$1.2K
25	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$282	$3.7K
26	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+6	+$281	$281
27	Creative Capital Management Investments LLC new	Shares	+5	+$234	$234
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.6K	+$203	$1.8K
29	Grove Bank & Trust unchanged	Shares	0	+$176	$2.3K
30	JFS WEALTH ADVISORS, LLC added	Shares	+2	+$168	$1.1K
31	Davis Capital Management new	Shares	+3	+$140	$140
32	IFP Advisors, Inc added	Shares	+1	+$107	$841
33	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$106	$1.4K
34	LRI Investments, LLC new	Shares	+2	+$93	$93
35	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$21	$281
36	HHM Wealth Advisors, LLC unchanged	Shares	0	+$11	$141
37	Capital Advisors, Ltd. LLC added	Shares	+187	+$9	$9
38	AMALGAMATED BANK trimmed	Shares	-1.0K	+$2	$619
39	Vermillion Wealth Management, Inc. exited	Shares	-3	-$130	$0
40	State of Alaska, Department of Revenue trimmed	Shares	-8.3K	-$293	$879
41	CoreCap Advisors, LLC exited	Shares	-10	-$432	$0
42	Physician Wealth Advisors, Inc. exited	Shares	-20	-$864	$0
43	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-75	-$2.8K	$5.4K
44	Handelsbanken Fonder AB trimmed	Shares	-174.5K	-$7.5K	$762
45	GAMMA Investing LLC trimmed	Shares	-513	-$9.0K	$173.8K
46	Robeco Institutional Asset Management B.V. exited	Shares	-5.0K	-$213.8K	$0
47	Trust Point Inc. exited	Shares	-5.3K	-$227.5K	$0
48	SBI Okasan Asset Management Co.Ltd. exited	Shares	-13.4K	-$567.4K	$0
49	Assenagon Asset Management S.A. trimmed	Shares	-55.0K	-$2.3M	$722.9K
50	RIVERBRIDGE PARTNERS LLC trimmed	Shares	-198.0K	-$7.2M	$18.4M