Filing Research | BAND - BANDWIDTH INC Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	263.6KSH	$16.7M
2	HERALD INVESTMENT MANAGEMENT Ltd	Shares	124.0KSH	$7.8M
3	Blue Trust, Inc.	Shares	97.7KSH	$6.2M
4	Decker Retirement Planning Inc.	Shares	65.2KSH	$4.1M
5	Robeco Institutional Asset Management B.V.	Shares	58.0KSH	$3.7M
6	MBL Wealth, LLC	Shares	29.1KSH	$1.8M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.8KSH	$1.4M
8	Diversified Trust Co	Shares	14.4KSH	$908.5K
9	Police & Firemen's Retirement System of New Jersey	Shares	8.8KSH	$554.1K
10	Counterpoint Mutual Funds LLC	Shares	6.3KSH	$399.6K
11	Context Capital Management, LLC	Shares	5.8KSH	$367.1K
12	Mirae Asset Global Investments Co., Ltd.	Shares	5.0KSH	$313.3K
13	Merit Financial Group, LLC	Shares	3.3KSH	$207.0K
14	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$86.1K
15	Versant Capital Management, Inc	Shares	457SH	$28.9K
16	IFP Advisors, Inc	Shares	424SH	$26.8K
17	Curated Wealth Partners LLC	Shares	15.0KSH	$16.2K
18	GAMMA Investing LLC	Shares	249SH	$15.8K
19	Farther Finance Advisors, LLC	Shares	215SH	$13.6K
20	SIGNATUREFD, LLC	Shares	131SH	$8.3K
21	ADIRONDACK TRUST CO	Shares	130SH	$8.2K
22	SJS Investment Consulting Inc.	Shares	114SH	$7.2K
23	True Wealth Design, LLC	Shares	101SH	$6.4K
24	SBI Securities Co., Ltd.	Shares	80SH	$5.1K
25	Fortitude Family Office, LLC	Shares	26SH	$1.6K
26	MB, LEVIS & ASSOCIATES, LLC	Shares	19SH	$1.2K
27	Bogart Wealth, LLC	Shares	15SH	$950
28	JFS WEALTH ADVISORS, LLC	Shares	6SH	$380
29	MassMutual Private Wealth & Trust, FSB	Shares	4SH	$253
30	CX Institutional	Shares	3.1KSH	$197
31	FIRST HORIZON CORP	Shares	1SH	$63
32	State of Alaska, Department of Revenue	Shares	882SH	$55
33	FNY Investment Advisers, LLC	Shares	5SH	$0

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

33 / 33 loaded

#		Instrument
1	Assenagon Asset Management S.A. trimmed	Shares	-228.3K	+$7.9M	$16.7M
2	HERALD INVESTMENT MANAGEMENT Ltd trimmed	Shares	-51.0K	+$4.7M	$7.8M
3	Blue Trust, Inc. unchanged	Shares	0	+$4.4M	$6.2M
4	Decker Retirement Planning Inc. new	Shares	+65.2K	+$4.1M	$4.1M
5	Robeco Institutional Asset Management B.V. new	Shares	+58.0K	+$3.7M	$3.7M
6	MBL Wealth, LLC unchanged	Shares	0	+$1.3M	$1.8M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.2K	+$1.2M	$1.4M
8	Diversified Trust Co added	Shares	+4.0K	+$724.5K	$908.5K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+1.4K	+$423.8K	$554.1K
10	Counterpoint Mutual Funds LLC new	Shares	+6.3K	+$399.6K	$399.6K
11	Context Capital Management, LLC new	Shares	+5.8K	+$367.1K	$367.1K
12	Mirae Asset Global Investments Co., Ltd. new	Shares	+5.0K	+$313.3K	$313.3K
13	Merit Financial Group, LLC new	Shares	+3.3K	+$207.0K	$207.0K
14	EverSource Wealth Advisors, LLC added	Shares	+129	+$64.2K	$86.1K
15	Versant Capital Management, Inc trimmed	Shares	-9	+$20.6K	$28.9K
16	IFP Advisors, Inc trimmed	Shares	-104	+$17.4K	$26.8K
17	Curated Wealth Partners LLC new	Shares	+15.0K	+$16.2K	$16.2K
18	GAMMA Investing LLC added	Shares	+5	+$11.4K	$15.8K
19	Farther Finance Advisors, LLC added	Shares	+21	+$10.1K	$13.6K
20	SJS Investment Consulting Inc. new	Shares	+114	+$7.2K	$7.2K
21	SIGNATUREFD, LLC added	Shares	+25	+$6.4K	$8.3K
22	ADIRONDACK TRUST CO unchanged	Shares	0	+$5.9K	$8.2K
23	True Wealth Design, LLC trimmed	Shares	-7	+$4.5K	$6.4K
24	SBI Securities Co., Ltd. trimmed	Shares	-39	+$2.9K	$5.1K
25	Fortitude Family Office, LLC new	Shares	+26	+$1.6K	$1.6K
26	MB, LEVIS & ASSOCIATES, LLC unchanged	Shares	0	+$864	$1.2K
27	Bogart Wealth, LLC unchanged	Shares	0	+$683	$950
28	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$273	$380
29	MassMutual Private Wealth & Trust, FSB new	Shares	+4	+$253	$253
30	FIRST HORIZON CORP unchanged	Shares	0	+$45	$63
31	CX Institutional trimmed	Shares	-5.5K	+$44	$197
32	State of Alaska, Department of Revenue unchanged	Shares	0	+$40	$55
33	FNY Investment Advisers, LLC new	Shares	+5	$0	$0