Filing Research | ASLE - AerSale Corp Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	EQUITABLE TRUST CO	Shares	94.8KSH	$599.0K
2	Marquette Asset Management, LLC	Shares	82.2KSH	$519.6K
3	Significant Wealth Partners LLC	Shares	38.7KSH	$244.9K
4	Y-Intercept (Hong Kong) Ltd	Shares	18.1KSH	$114.2K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.0KSH	$96.3K
6	Police & Firemen's Retirement System of New Jersey	Shares	9.2KSH	$58.2K
7	BFSG, LLC	Shares	7.9KSH	$50.1K
8	SBI Securities Co., Ltd.	Shares	5.8KSH	$36.9K
9	Farther Finance Advisors, LLC	Shares	554SH	$3.5K
10	IFP Advisors, Inc	Shares	525SH	$3.3K
11	EverSource Wealth Advisors, LLC	Shares	307SH	$1.9K
12	Versant Capital Management, Inc	Shares	277SH	$1.8K
13	GAMMA Investing LLC	Shares	164SH	$1.0K
14	Fortitude Family Office, LLC	Shares	144SH	$910
15	True Wealth Design, LLC	Shares	60SH	$380
16	SJS Investment Consulting Inc.	Shares	42SH	$266
17	State of Alaska, Department of Revenue	Shares	7.9KSH	$50

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

18 / 18 loaded

#		Instrument
1	Marquette Asset Management, LLC new	Shares	+82.2K	+$519.6K	$519.6K
2	EQUITABLE TRUST CO added	Shares	+38.4K	+$248.1K	$599.0K
3	Y-Intercept (Hong Kong) Ltd new	Shares	+18.1K	+$114.2K	$114.2K
4	SBI Securities Co., Ltd. added	Shares	+3.1K	+$19.9K	$36.9K
5	Significant Wealth Partners LLC added	Shares	+1.3K	+$12.1K	$244.9K
6	IFP Advisors, Inc added	Shares	+482	+$3.1K	$3.3K
7	EverSource Wealth Advisors, LLC added	Shares	+158	+$1.0K	$1.9K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$921	$58.2K
9	Versant Capital Management, Inc added	Shares	+110	+$712	$1.8K
10	Farther Finance Advisors, LLC added	Shares	+103	+$693	$3.5K
11	True Wealth Design, LLC added	Shares	+59	+$373	$380
12	GAMMA Investing LLC added	Shares	+12	+$91	$1.0K
13	SJS Investment Consulting Inc. added	Shares	+7	+$48	$266
14	Fortitude Family Office, LLC unchanged	Shares	0	+$14	$910
15	State of Alaska, Department of Revenue unchanged	Shares	0	+$1	$50
16	Sound Income Strategies, LLC exited	Shares	-87	-$542	$0
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-728	-$6.9K	$96.3K
18	BFSG, LLC trimmed	Shares	-1.7K	-$9.8K	$50.1K

Filing Research | ASLE - AerSale Corp Institutional Holdings