Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $5.8M |
| 2 | Simplify Asset Management Inc. | $1.2M |
| 3 | Penbrook Management LLC | $180.1K |
| 4 | Police & Firemen's Retirement System of New Jersey | $115.2K |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $91.6K |
| 6 | PFG Investments, LLC | $89.0K |
| 7 | China Universal Asset Management Co., Ltd. | $83.1K |
| 8 | Adirondack Capital Advisors, LLC | $49.9K |
| 9 | Cox Capital Mgt LLC | $43.7K |
| 10 | Lineweaver Wealth Advisors, LLC | $41.6K |
| 11 | Mirae Asset Global Investments Co., Ltd. | $23.3K |
| 12 | SBI Securities Co., Ltd. | $15.1K |
| 13 | IFP Advisors, Inc | $12.5K |
| 14 | Eleva Capital SAS | $11.3K |
| 15 | SIGNATUREFD, LLC | $8.3K |
| 16 | Spire Wealth Management | $8.3K |
| 17 | MassMutual Private Wealth & Trust, FSB | $3.6K |
| 18 | VIMA LLC | $2.5K |
| 19 | GAMMA Investing LLC | $1.2K |
| 20 | EverSource Wealth Advisors, LLC | $1.2K |
| 21 | LifeSteps Financial, Inc. | $12 |
| 22 | Farther Finance Advisors, LLC | $4 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$2.1M | |
| 2 | +$187.2K | |
| 3 | +$74.0K | |
| 4 | +$527 | |
| 5 | +$277 | |
| 6 | +$120 | |
| 7 | +$105 | |
| 8 | +$100 | |
| 9 | +$30 | |
| 10 | +$20 | |
| 11 | +$20 | |
| 12 | +$12 | |
| 13 | +$3 | |
| 14 | $0 | |
| 15 | $0 | |
| 16 | -$241 | |
| 17 | -$2.5K | |
| 18 | -$3.0K | |
| 19 | -$3.1K | |
| 20 | -$6.8K | |
| 21 | -$7.0K | |
| 22 | -$40.0K | |
| 23 | -$58.8K | |
| 24 | -$65.4K | |
| 25 | -$70.3K | |
| 26 | -$85.2K | |
| 27 | -$112.0K | |
| 28 | -$128.8K |