Filing Research | ASPN - ASPEN AEROGELS INC Institutional Holdings

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	36.8KSH	$233.4K
2	Diversified Trust Co	Shares	33.0KSH	$209.5K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.4KSH	$156.8K
4	Police & Firemen's Retirement System of New Jersey	Shares	16.7KSH	$105.6K
5	Olympiad Research LP	Shares	13.9KSH	$88.4K
6	Strategic Investment Solutions, Inc. /IL	Shares	6.0KSH	$38.1K
7	IFP Advisors, Inc	Shares	5.6KSH	$35.3K
8	EverSource Wealth Advisors, LLC	Shares	2.4KSH	$15.3K
9	SBI Securities Co., Ltd.	Shares	1.5KSH	$9.6K
10	GGM Financial LLC	Shares	1.0KSH	$6.4K
11	GAMMA Investing LLC	Shares	519SH	$3.3K
12	SJS Investment Consulting Inc.	Shares	188SH	$1.2K
13	Fortitude Family Office, LLC	Shares	126SH	$799
14	Farther Finance Advisors, LLC	Shares	100SH	$624
15	Wealth Enhancement Trust Services, Inc.	Shares	58SH	$368
16	True Wealth Design, LLC	Shares	14SH	$89
17	First PREMIER Bank	Shares	4.0KSH	$25
18	State of Alaska, Department of Revenue	Shares	3.4KSH	$21

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

22 / 22 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+36.8K	+$233.4K	$233.4K
2	Diversified Trust Co new	Shares	+33.0K	+$209.5K	$209.5K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+19.4K	+$116.1K	$156.8K
4	Olympiad Research LP new	Shares	+13.9K	+$88.4K	$88.4K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$48.7K	$105.6K
6	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$17.5K	$38.1K
7	EverSource Wealth Advisors, LLC added	Shares	+943	+$10.3K	$15.3K
8	IFP Advisors, Inc trimmed	Shares	-3.3K	+$4.8K	$35.3K
9	GGM Financial LLC unchanged	Shares	0	+$2.9K	$6.4K
10	GAMMA Investing LLC unchanged	Shares	0	+$1.5K	$3.3K
11	SJS Investment Consulting Inc. new	Shares	+188	+$1.2K	$1.2K
12	Fortitude Family Office, LLC new	Shares	+126	+$799	$799
13	Farther Finance Advisors, LLC added	Shares	+39	+$412	$624
14	Wealth Enhancement Trust Services, Inc. new	Shares	+58	+$368	$368
15	True Wealth Design, LLC trimmed	Shares	-6	+$20	$89
16	First PREMIER Bank unchanged	Shares	0	+$11	$25
17	State of Alaska, Department of Revenue unchanged	Shares	0	+$10	$21
18	FNY Investment Advisers, LLC exited	CALL	-200	$0	$0
19	Quaker Wealth Management, LLC exited	Shares	-33	-$113	$0
20	Rachor Investment Advisory Services, LLC exited	Shares	-1.2K	-$4.0K	$0
21	SBI Securities Co., Ltd. trimmed	Shares	-2.8K	-$5.1K	$9.6K
22	Clarus Group, Inc. exited	Shares	-10.5K	-$35.9K	$0