Filing Research | ASIC - Ategrity Specialty Holdings, LLC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	Yorktown Management & Research Co Inc	Shares	14.7KSH	$352.2K
2	Curated Wealth Partners LLC	Shares	15.0KSH	$342.0K
3	Police & Firemen's Retirement System of New Jersey	Shares	1.9KSH	$46.6K
4	GAMMA Investing LLC	Shares	483SH	$11.6K
5	Farther Finance Advisors, LLC	Shares	163SH	$4.0K
6	SJS Investment Consulting Inc.	Shares	25SH	$601
7	EverSource Wealth Advisors, LLC	Shares	15SH	$360
8	IFP Advisors, Inc	Shares	7SH	$168
9	State of Alaska, Department of Revenue	Shares	3.7KSH	$88

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

10 / 10 loaded

#		Instrument
1	Yorktown Management & Research Co Inc new	Shares	+14.7K	+$352.2K	$352.2K
2	Curated Wealth Partners LLC new	Shares	+15.0K	+$342.0K	$342.0K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$8.3K	$46.6K
4	GAMMA Investing LLC trimmed	Shares	-16	+$1.7K	$11.6K
5	Farther Finance Advisors, LLC added	Shares	+2	+$864	$4.0K
6	SJS Investment Consulting Inc. new	Shares	+25	+$601	$601
7	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$63	$360
8	IFP Advisors, Inc added	Shares	+1	+$49	$168
9	State of Alaska, Department of Revenue unchanged	Shares	0	+$16	$88
10	True Wealth Design, LLC exited	Shares	-1	-$20	$0

Filing Research | ASIC - Ategrity Specialty Holdings, LLC Institutional Holdings