Filing Research | AVAH - AVEANNA HEALTHCARE HLDGS INC Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	910.4KSH	$7.8M
2	Y-Intercept (Hong Kong) Ltd	Shares	31.0KSH	$265.3K
3	Diversified Trust Co	Shares	29.9KSH	$255.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.2KSH	$205.8K
5	Police & Firemen's Retirement System of New Jersey	Shares	23.1KSH	$197.7K
6	EverSource Wealth Advisors, LLC	Shares	18.3KSH	$156.6K
7	Olympiad Research LP	Shares	14.6KSH	$125.1K
8	Park Capital Management, LLC / WI	Shares	10.4KSH	$89.5K
9	Farther Finance Advisors, LLC	Shares	939SH	$8.1K
10	SJS Investment Consulting Inc.	Shares	384SH	$3.3K
11	True Wealth Design, LLC	Shares	287SH	$2.5K
12	Physician Wealth Advisors, Inc.	Shares	219SH	$1.9K
13	GAMMA Investing LLC	Shares	212SH	$1.8K
14	Wealth Enhancement Trust Services, Inc.	Shares	205SH	$1.8K
15	Versant Capital Management, Inc	Shares	133SH	$1.1K
16	Fortitude Family Office, LLC	Shares	59SH	$506
17	SBI Securities Co., Ltd.	Shares	15SH	$129
18	State of Alaska, Department of Revenue	Shares	12.6KSH	$108
19	Hughes Financial Services, LLC	Shares	9SH	$77
20	Capital Advisors, Ltd. LLC	Shares	361SH	$3

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

21 / 21 loaded

#		Instrument
1	Assenagon Asset Management S.A. trimmed	Shares	-41.2K	+$1.7M	$7.8M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+31.0K	+$265.3K	$265.3K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+21.2K	+$205.8K	$205.8K
4	Diversified Trust Co added	Shares	+7.6K	+$112.3K	$255.9K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+5.4K	+$83.6K	$197.7K
6	EverSource Wealth Advisors, LLC added	Shares	+726	+$43.6K	$156.6K
7	Park Capital Management, LLC / WI trimmed	Shares	-163	+$21.2K	$89.5K
8	SJS Investment Consulting Inc. new	Shares	+384	+$3.3K	$3.3K
9	Wealth Enhancement Trust Services, Inc. new	Shares	+205	+$1.8K	$1.8K
10	Farther Finance Advisors, LLC trimmed	Shares	-77	+$1.7K	$8.1K
11	True Wealth Design, LLC added	Shares	+115	+$1.4K	$2.5K
12	Versant Capital Management, Inc new	Shares	+133	+$1.1K	$1.1K
13	Fortitude Family Office, LLC new	Shares	+59	+$506	$506
14	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$466	$1.9K
15	GAMMA Investing LLC trimmed	Shares	-22	+$310	$1.8K
16	Hughes Financial Services, LLC new	Shares	+9	+$77	$77
17	SBI Securities Co., Ltd. unchanged	Shares	0	+$32	$129
18	State of Alaska, Department of Revenue unchanged	Shares	0	+$27	$108
19	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$3
20	Olympiad Research LP trimmed	Shares	-9.2K	-$28.2K	$125.1K
21	Counterpoint Mutual Funds LLC exited	Shares	-42.9K	-$276.3K	$0