Filing Research | AMBA - AMBARELLA INC Institutional Holdings

Snapshot holdings

50 / 55 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	630.7KSH	$54.1M
2	Y-Intercept (Hong Kong) Ltd	Shares	42.7KSH	$3.7M
3	Katamaran Capital LLP	Shares	33.0KSH	$2.8M
4	Linden Thomas Advisory Services, LLC	Shares	26.2KSH	$2.3M
5	Red Spruce Capital, LLC	Shares	20.4KSH	$1.7M
6	Diversified Trust Co	Shares	17.4KSH	$1.5M
7	Robeco Institutional Asset Management B.V.	Shares	13.1KSH	$1.1M
8	SBI Okasan Asset Management Co.Ltd.	Shares	16.7KSH	$1.1M
9	Police & Firemen's Retirement System of New Jersey	Shares	12.6KSH	$1.1M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.4KSH	$1.0M
11	Hennion & Walsh Asset Management, Inc.	Shares	11.1KSH	$954.2K
12	Counterpoint Mutual Funds LLC	Shares	10.6KSH	$912.7K
13	Themes Management Co LLC	Shares	8.2KSH	$706.2K
14	PFG Advisors	Shares	7.0KSH	$604.5K
15	Mirae Asset Global Investments Co., Ltd.	Shares	6.7KSH	$572.1K
16	Harbour Capital Advisors, LLC	Shares	7.1KSH	$549.6K
17	FIRST COMMUNITY TRUST NA	Shares	5.0KSH	$429.0K
18	NorthCrest Asset Manangement, LLC	Shares	3.8KSH	$295.6K
19	Register Financial Advisors LLC	Shares	3.2KSH	$274.6K
20	Curated Wealth Partners LLC	Shares	934SH	$265.4K
21	Abundance Wealth Counselors	Shares	2.8KSH	$242.3K
22	McCollum Christoferson Group LLC	Shares	2.8KSH	$235.9K
23	Merit Financial Group, LLC	Shares	2.7KSH	$234.7K
24	Farther Finance Advisors, LLC	Shares	2.0KSH	$170.3K
25	CoreCap Advisors, LLC	Shares	1.6KSH	$138.7K
26	Central Pacific Bank - Trust Division	Shares	1.0KSH	$85.8K
27	SBI Securities Co., Ltd.	Shares	880SH	$75.5K
28	IFP Advisors, Inc	Shares	731SH	$62.7K
29	EverSource Wealth Advisors, LLC	Shares	690SH	$59.2K
30	Lodestone Wealth Management LLC	Shares	619SH	$53.1K
31	OFI INVEST ASSET MANAGEMENT	Shares	634SH	$47.6K
32	SIGNATUREFD, LLC	Shares	465SH	$39.9K
33	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	400SH	$34.3K
34	Financial Management Professionals, Inc.	Shares	373SH	$32.0K
35	AdvisorNet Financial, Inc	Shares	370SH	$31.7K
36	Spire Wealth Management	Shares	350SH	$30.0K
37	GAMMA Investing LLC	Shares	339SH	$29.1K
38	Global X Japan Co., Ltd.	Shares	313SH	$26.9K
39	Blue Trust, Inc.	Shares	275SH	$23.6K
40	Versant Capital Management, Inc	Shares	174SH	$14.9K
41	Owl Creek Wealth Partners LLC	Shares	155SH	$13.3K
42	Handelsbanken Fonder AB	Shares	134.4KSH	$11.5K
43	Cedar Mountain Advisors, LLC	Shares	100SH	$8.6K
44	ALBION FINANCIAL GROUP /UT	Shares	75SH	$6.4K
45	True Wealth Design, LLC	Shares	73SH	$6.3K
46	Wealth Enhancement Trust Services, Inc.	Shares	52SH	$4.5K
47	MassMutual Private Wealth & Trust, FSB	Shares	43SH	$3.7K
48	SJS Investment Consulting Inc.	Shares	41SH	$3.5K
49	TOTH FINANCIAL ADVISORY CORP	Shares	35SH	$3.0K
50	Fairway Wealth LLC	Shares	15SH	$1.3K

Scroll to load more

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

50 / 59 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+59.1K	+$24.7M	$54.1M
2	Katamaran Capital LLP new	Shares	+33.0K	+$2.8M	$2.8M
3	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-322	+$1.5M	$3.7M
4	Linden Thomas Advisory Services, LLC added	Shares	+9.2K	+$1.4M	$2.3M
5	Red Spruce Capital, LLC added	Shares	+5.7K	+$995.4K	$1.7M
6	Diversified Trust Co added	Shares	+6.7K	+$943.4K	$1.5M
7	Harbour Capital Advisors, LLC new	Shares	+7.1K	+$549.6K	$549.6K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+1.8K	+$524.1K	$1.1M
9	Hennion & Walsh Asset Management, Inc. added	Shares	+2.2K	+$494.1K	$954.2K
10	Robeco Institutional Asset Management B.V. added	Shares	+80	+$452.5K	$1.1M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+524	+$397.1K	$1.0M
12	Counterpoint Mutual Funds LLC unchanged	Shares	0	+$365.1K	$912.7K
13	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$306.6K	$1.1M
14	Register Financial Advisors LLC new	Shares	+3.2K	+$274.6K	$274.6K
15	Curated Wealth Partners LLC new	Shares	+934	+$265.4K	$265.4K
16	Abundance Wealth Counselors new	Shares	+2.8K	+$242.3K	$242.3K
17	PFG Advisors unchanged	Shares	0	+$241.8K	$604.5K
18	Themes Management Co LLC trimmed	Shares	-846	+$239.0K	$706.2K
19	McCollum Christoferson Group LLC new	Shares	+2.8K	+$235.9K	$235.9K
20	Merit Financial Group, LLC new	Shares	+2.7K	+$234.7K	$234.7K
21	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-415	+$207.5K	$572.1K
22	FIRST COMMUNITY TRUST NA unchanged	Shares	0	+$171.6K	$429.0K
23	CoreCap Advisors, LLC new	Shares	+1.6K	+$138.7K	$138.7K
24	Farther Finance Advisors, LLC added	Shares	+1.1K	+$125.3K	$170.3K
25	NorthCrest Asset Manangement, LLC trimmed	Shares	-201	+$94.8K	$295.6K
26	Central Pacific Bank - Trust Division new	Shares	+1.0K	+$85.8K	$85.8K
27	Lodestone Wealth Management LLC new	Shares	+619	+$53.1K	$53.1K
28	SBI Securities Co., Ltd. added	Shares	+310	+$46.2K	$75.5K
29	IFP Advisors, Inc added	Shares	+302	+$40.6K	$62.7K
30	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new	Shares	+400	+$34.3K	$34.3K
31	Financial Management Professionals, Inc. new	Shares	+373	+$32.0K	$32.0K
32	Spire Wealth Management added	Shares	+340	+$29.5K	$30.0K
33	EverSource Wealth Advisors, LLC added	Shares	+22	+$24.8K	$59.2K
34	Global X Japan Co., Ltd. added	Shares	+84	+$15.1K	$26.9K
35	AdvisorNet Financial, Inc unchanged	Shares	0	+$12.7K	$31.7K
36	SIGNATUREFD, LLC trimmed	Shares	-76	+$12.1K	$39.9K
37	GAMMA Investing LLC trimmed	Shares	-17	+$10.8K	$29.1K
38	Blue Trust, Inc. trimmed	Shares	-3	+$9.3K	$23.6K
39	Owl Creek Wealth Partners LLC added	Shares	+55	+$8.2K	$13.3K
40	Wealth Enhancement Trust Services, Inc. new	Shares	+52	+$4.5K	$4.5K
41	Versant Capital Management, Inc trimmed	Shares	-31	+$4.4K	$14.9K
42	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$3.4K	$8.6K
43	TOTH FINANCIAL ADVISORY CORP new	Shares	+35	+$3.0K	$3.0K
44	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$2.6K	$6.4K
45	SJS Investment Consulting Inc. added	Shares	+2	+$1.5K	$3.5K
46	Fairway Wealth LLC new	Shares	+15	+$1.3K	$1.3K
47	Physician Wealth Advisors, Inc. new	Shares	+9	+$773	$773
48	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-18	+$549	$3.7K
49	True Wealth Design, LLC trimmed	Shares	-41	+$395	$6.3K
50	Tradewinds Capital Management, LLC unchanged	Shares	0	+$343	$858

Scroll to load more