Filing Research | BFS - SAUL CTRS INC COM Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	CARY STREET PARTNERS FINANCIAL LLC	Shares	96.6KSH	$3.6M
2	AlphaCentric Advisors LLC	Shares	35.0KSH	$1.3M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	23.6KSH	$880.8K
4	Y-Intercept (Hong Kong) Ltd	Shares	14.7KSH	$549.4K
5	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	11.5KSH	$430.2K
6	Sequoia Financial Advisors, LLC	Shares	11.4KSH	$425.3K
7	XML Financial, LLC	Shares	7.8KSH	$293.0K
8	Symmetry Partners, LLC	Shares	7.4KSH	$276.3K
9	WEALTHEDGE INVESTMENT ADVISORS, LLC	Shares	6.8KSH	$253.7K
10	Ballentine Partners, LLC	Shares	5.8KSH	$215.1K
11	Louisiana State Employees Retirement System	Shares	5.5KSH	$205.6K
12	GAMMA Investing LLC	Shares	4.0KSH	$150.9K
13	Police & Firemen's Retirement System of New Jersey	Shares	3.5KSH	$131.1K
14	SIGNATUREFD, LLC	Shares	2.2KSH	$83.7K
15	Versant Capital Management, Inc	Shares	1.1KSH	$42.2K
16	DiNuzzo Private Wealth, Inc.	Shares	600SH	$22.4K
17	Farther Finance Advisors, LLC	Shares	566SH	$21.2K
18	Spire Wealth Management	Shares	512SH	$19.1K
19	Curated Wealth Partners LLC	Shares	15.0KSH	$17.4K
20	Holos Integrated Wealth LLC	Shares	414SH	$15.2K
21	MassMutual Private Wealth & Trust, FSB	Shares	366SH	$13.7K
22	WOLFF WIESE MAGANA LLC	Shares	261SH	$9.8K
23	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	156SH	$5.8K
24	High Note Wealth, LLC	Shares	104SH	$3.9K
25	SJS Investment Consulting Inc.	Shares	83SH	$3.1K
26	EverSource Wealth Advisors, LLC	Shares	69SH	$2.6K
27	Mirae Asset Global Investments Co., Ltd.	Shares	56SH	$2.1K
28	Physician Wealth Advisors, Inc.	Shares	16SH	$599
29	IFP Advisors, Inc	Shares	13SH	$486
30	State of Alaska, Department of Revenue	Shares	11.9KSH	$442
31	True Wealth Design, LLC	Shares	10SH	$374
32	FARMERS & MERCHANTS INVESTMENTS INC	Shares	9SH	$337
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	5.3KSH	$199
34	GILPIN WEALTH MANAGEMENT, LLC	Shares	3SH	$113
35	Davis Capital Management	Shares	1SH	$37
36	Fortitude Family Office, LLC	Shares	1SH	$37
37	Hughes Financial Services, LLC	Shares	1SH	$37

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

37 / 37 loaded

#		Instrument
1	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+4.4K	+$609.1K	$3.6M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+14.7K	+$549.4K	$549.4K
3	Sequoia Financial Advisors, LLC new	Shares	+11.4K	+$425.3K	$425.3K
4	Symmetry Partners, LLC new	Shares	+7.4K	+$276.3K	$276.3K
5	Louisiana State Employees Retirement System new	Shares	+5.5K	+$205.6K	$205.6K
6	AlphaCentric Advisors LLC unchanged	Shares	0	+$168.3K	$1.3M
7	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-517	+$96.5K	$880.8K
8	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$55.3K	$430.2K
9	GAMMA Investing LLC added	Shares	+420	+$33.1K	$150.9K
10	Curated Wealth Partners LLC new	Shares	+15.0K	+$17.4K	$17.4K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$16.9K	$131.1K
12	SIGNATUREFD, LLC added	Shares	+131	+$15.0K	$83.7K
13	Farther Finance Advisors, LLC added	Shares	+370	+$14.8K	$21.2K
14	Versant Capital Management, Inc unchanged	Shares	0	+$5.4K	$42.2K
15	MassMutual Private Wealth & Trust, FSB added	Shares	+103	+$5.1K	$13.7K
16	SJS Investment Consulting Inc. new	Shares	+83	+$3.1K	$3.1K
17	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$2.9K	$22.4K
18	Spire Wealth Management unchanged	Shares	0	+$2.5K	$19.1K
19	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$1.3K	$9.8K
20	Holos Integrated Wealth LLC unchanged	Shares	0	+$1.2K	$15.2K
21	High Note Wealth, LLC unchanged	Shares	0	+$501	$3.9K
22	True Wealth Design, LLC added	Shares	+5	+$211	$374
23	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$77	$599
24	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$44	$337
25	Davis Capital Management new	Shares	+1	+$37	$37
26	Fortitude Family Office, LLC new	Shares	+1	+$37	$37
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-67	+$24	$199
28	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$15	$113
29	Hughes Financial Services, LLC unchanged	Shares	0	+$4	$37
30	State of Alaska, Department of Revenue trimmed	Shares	-1.7K	+$3	$442
31	IFP Advisors, Inc trimmed	Shares	-9	-$231	$486
32	CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed	Shares	-61	-$1.2K	$5.8K
33	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-221	-$6.9K	$2.1K
34	EverSource Wealth Advisors, LLC trimmed	Shares	-235	-$7.3K	$2.6K
35	Ballentine Partners, LLC trimmed	Shares	-1.2K	-$9.9K	$215.1K
36	XML Financial, LLC trimmed	Shares	-2.5K	-$43.8K	$293.0K
37	WEALTHEDGE INVESTMENT ADVISORS, LLC trimmed	Shares	-35.2K	-$1.1M	$253.7K