Filing Research | BELFB - BEL FUSE INC Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	489.4KSH	$163.0M
2	Tema ETFs LLC	Shares	202.8KSH	$67.6M
3	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	24.7KSH	$8.2M
4	HERALD INVESTMENT MANAGEMENT Ltd	Shares	17.9KSH	$6.0M
5	Sowell Financial Services LLC	Shares	7.8KSH	$2.6M
6	PFG Advisors	Shares	6.7KSH	$2.2M
7	Oliver Luxxe Assets LLC	Shares	6.4KSH	$2.1M
8	ARGENT CAPITAL MANAGEMENT LLC	Shares	5.0KSH	$1.7M
9	Police & Firemen's Retirement System of New Jersey	Shares	3.6KSH	$1.2M
10	LANARK FINANCIAL, INC.	Shares	2.4KSH	$798.3K
11	VISTA FINANCE, LLC	Shares	958SH	$319.1K
12	ZWJ INVESTMENT COUNSEL INC	Shares	825SH	$274.8K
13	Curated Wealth Partners LLC	Shares	118.6KSH	$255.3K
14	IFP Advisors, Inc	Shares	750SH	$249.8K
15	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	750SH	$249.8K
16	J.W. COLE ADVISORS, INC.	Shares	735SH	$244.8K
17	Versant Capital Management, Inc	Shares	732SH	$243.8K
18	Net Worth Advisory Group	Shares	728SH	$242.6K
19	Symmetry Partners, LLC	Shares	642SH	$213.8K
20	Park Capital Management, LLC / WI	Shares	637SH	$212.1K
21	Sequoia Financial Advisors, LLC	Shares	617SH	$205.5K
22	GAMMA Investing LLC	Shares	190SH	$63.3K
23	Farther Finance Advisors, LLC	Shares	130SH	$43.3K
24	SIGNATUREFD, LLC	Shares	87SH	$29.0K
25	EverSource Wealth Advisors, LLC	Shares	57SH	$19.0K
26	SBI Securities Co., Ltd.	Shares	45SH	$15.0K
27	City State Bank	Shares	21SH	$7.0K
28	True Wealth Design, LLC	Shares	14SH	$4.7K
29	LRI Investments, LLC	Shares	13SH	$4.3K
30	Hughes Financial Services, LLC	Shares	10SH	$3.3K
31	Physician Wealth Advisors, Inc.	Shares	1SH	$334
32	PARK AVENUE SECURITIES LLC	Shares	674SH	$224
33	State of Alaska, Department of Revenue	Shares	557SH	$185

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

34 / 34 loaded

#		Instrument
1	WASATCH ADVISORS LP added	Shares	+10.7K	+$68.2M	$163.0M
2	Tema ETFs LLC added	Shares	+69.5K	+$41.2M	$67.6M
3	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV trimmed	Shares	-99	+$3.3M	$8.2M
4	Sowell Financial Services LLC added	Shares	+579	+$1.2M	$2.6M
5	ARGENT CAPITAL MANAGEMENT LLC added	Shares	+2.2K	+$1.1M	$1.7M
6	PFG Advisors trimmed	Shares	-229	+$861.5K	$2.2M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+725	+$630.6K	$1.2M
8	Oliver Luxxe Assets LLC trimmed	Shares	-1.8K	+$505.8K	$2.1M
9	LANARK FINANCIAL, INC. added	Shares	+252	+$373.6K	$798.3K
10	VISTA FINANCE, LLC new	Shares	+958	+$319.1K	$319.1K
11	ZWJ INVESTMENT COUNSEL INC new	Shares	+825	+$274.8K	$274.8K
12	Curated Wealth Partners LLC new	Shares	+118.6K	+$255.3K	$255.3K
13	LEAVELL INVESTMENT MANAGEMENT, INC. new	Shares	+750	+$249.8K	$249.8K
14	J.W. COLE ADVISORS, INC. new	Shares	+735	+$244.8K	$244.8K
15	Net Worth Advisory Group new	Shares	+728	+$242.6K	$242.6K
16	Symmetry Partners, LLC new	Shares	+642	+$213.8K	$213.8K
17	Park Capital Management, LLC / WI new	Shares	+637	+$212.1K	$212.1K
18	Sequoia Financial Advisors, LLC new	Shares	+617	+$205.5K	$205.5K
19	IFP Advisors, Inc unchanged	Shares	0	+$101.3K	$249.8K
20	Versant Capital Management, Inc unchanged	Shares	0	+$98.9K	$243.8K
21	HERALD INVESTMENT MANAGEMENT Ltd trimmed	Shares	-12.1K	+$29.9K	$6.0M
22	GAMMA Investing LLC added	Shares	+3	+$26.3K	$63.3K
23	Farther Finance Advisors, LLC added	Shares	+9	+$18.7K	$43.3K
24	SBI Securities Co., Ltd. new	Shares	+45	+$15.0K	$15.0K
25	EverSource Wealth Advisors, LLC added	Shares	+19	+$11.5K	$19.0K
26	SIGNATUREFD, LLC trimmed	Shares	-10	+$9.8K	$29.0K
27	City State Bank new	Shares	+21	+$7.0K	$7.0K
28	Hughes Financial Services, LLC added	Shares	+9	+$3.1K	$3.3K
29	True Wealth Design, LLC trimmed	Shares	-5	+$901	$4.7K
30	Physician Wealth Advisors, Inc. new	Shares	+1	+$334	$334
31	PARK AVENUE SECURITIES LLC new	Shares	+674	+$224	$224
32	LRI Investments, LLC trimmed	Shares	-8	+$172	$4.3K
33	State of Alaska, Department of Revenue unchanged	Shares	0	+$75	$185
34	ARS Investment Partners, LLC exited	Shares	-1.4K	-$286.1K	$0