Filing Research | BGC - BGC GROUP INC Institutional Holdings

Snapshot holdings

50 / 66 loaded

#		Instrument	quantity
1	O'Keefe Stevens Advisory, Inc.	Shares	1.8MSH	$19.6M
2	MOODY ALDRICH PARTNERS LLC	Shares	254.0KSH	$2.7M
3	EQUITABLE TRUST CO	Shares	193.0KSH	$2.1M
4	Diversified Trust Co	Shares	185.5KSH	$2.0M
5	Y-Intercept (Hong Kong) Ltd	Shares	185.2KSH	$2.0M
6	Louisiana State Employees Retirement System	Shares	162.0KSH	$1.7M
7	Synergy Asset Management, LLC	Shares	147.7KSH	$1.6M
8	Police & Firemen's Retirement System of New Jersey	Shares	111.3KSH	$1.2M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	97.9KSH	$1.0M
10	Mountain Hill Investment Partners Corp.	Shares	95.4KSH	$1.0M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	87.6KSH	$936.9K
12	D.A. DAVIDSON & CO.	Shares	80.5KSH	$861.0K
13	CWC Advisors, LLC.	Shares	59.9KSH	$640.3K
14	Tranquility Partners, LLC	Shares	57.8KSH	$617.8K
15	Enclave Advisors LLC	Shares	33.2KSH	$355.2K
16	Emergent Wealth Advisors, LLC	Shares	32.2KSH	$344.0K
17	Realta Investment Advisors	Shares	25.2KSH	$269.5K
18	Abel Hall, LLC	Shares	24.9KSH	$266.1K
19	BFSG, LLC	Shares	24.5KSH	$261.6K
20	S Harris Financial Group, LLC	Shares	20.1KSH	$214.7K
21	EXCHANGE TRADED CONCEPTS, LLC	Shares	18.0KSH	$192.5K
22	Crossmark Global Holdings, Inc.	Shares	17.5KSH	$186.9K
23	Shelter Rock Management, LLC	Shares	15.7KSH	$167.5K
24	Procyon Advisors, LLC	Shares	15.4KSH	$164.7K
25	Berman McAleer LLC	Shares	15.0KSH	$160.3K
26	Brucke Financial, Inc.	Shares	13.2KSH	$141.0K
27	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	12.9KSH	$137.5K
28	Fifth Third Wealth Advisors LLC	Shares	12.3KSH	$131.1K
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.1KSH	$130.9K
30	Sequoia Financial Advisors, LLC	Shares	11.7KSH	$125.2K
31	PFG Investments, LLC	Shares	11.3KSH	$120.8K
32	Gradient Investments LLC	Shares	10.8KSH	$115.1K
33	Key FInancial Inc	Shares	9.7KSH	$104.0K
34	GAMMA Investing LLC	Shares	5.5KSH	$58.7K
35	SIGNATUREFD, LLC	Shares	2.3KSH	$24.8K
36	Farther Finance Advisors, LLC	Shares	1.7KSH	$18.3K
37	Spire Wealth Management	Shares	1.5KSH	$16.5K
38	Curated Wealth Partners LLC	Shares	15.0KSH	$15.0K
39	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$13.2K
40	Versant Capital Management, Inc	Shares	1.1KSH	$12.1K
41	SJS Investment Consulting Inc.	Shares	577SH	$6.2K
42	Retirement Wealth Solutions LLC	Shares	396SH	$4.2K
43	Ares Financial Consulting, LLC	Shares	360SH	$3.8K
44	Owl Creek Wealth Partners LLC	Shares	305SH	$3.3K
45	Fortitude Family Office, LLC	Shares	258SH	$2.8K
46	FARMERS & MERCHANTS INVESTMENTS INC	Shares	200SH	$2.1K
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	169.8KSH	$1.8K
48	Marquette Asset Management, LLC	Shares	158SH	$1.7K
49	State of Alaska, Department of Revenue	Shares	138.8KSH	$1.5K
50	SBI Securities Co., Ltd.	Shares	126SH	$1.3K

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

50 / 68 loaded

#		Instrument
1	MOODY ALDRICH PARTNERS LLC new	Shares	+254.0K	+$2.7M	$2.7M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+185.2K	+$2.0M	$2.0M
3	O'Keefe Stevens Advisory, Inc. added	Shares	+28.1K	+$1.9M	$19.6M
4	EQUITABLE TRUST CO added	Shares	+85.0K	+$1.0M	$2.1M
5	Diversified Trust Co added	Shares	+73.9K	+$892.0K	$2.0M
6	Enclave Advisors LLC new	Shares	+33.2K	+$355.2K	$355.2K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+11.2K	+$211.2K	$1.2M
8	D.A. DAVIDSON & CO. added	Shares	+13.8K	+$207.8K	$861.0K
9	Louisiana State Employees Retirement System added	Shares	+900	+$156.2K	$1.7M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.1K	+$130.9K	$130.9K
11	Sequoia Financial Advisors, LLC new	Shares	+11.7K	+$125.2K	$125.2K
12	Gradient Investments LLC new	Shares	+10.8K	+$115.1K	$115.1K
13	Key FInancial Inc new	Shares	+9.7K	+$104.0K	$104.0K
14	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+615	+$95.1K	$1.0M
15	Mountain Hill Investment Partners Corp. trimmed	Shares	-1.8K	+$69.4K	$1.0M
16	Berman McAleer LLC added	Shares	+5.0K	+$62.5K	$160.3K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.2K	+$58.6K	$936.9K
18	Tranquility Partners, LLC unchanged	Shares	0	+$52.6K	$617.8K
19	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.8K	+$43.9K	$192.5K
20	CWC Advisors, LLC. trimmed	Shares	-2.1K	+$34.2K	$640.3K
21	Emergent Wealth Advisors, LLC unchanged	Shares	0	+$29.3K	$344.0K
22	Abel Hall, LLC added	Shares	+518	+$27.7K	$266.1K
23	Realta Investment Advisors trimmed	Shares	-249	+$20.5K	$269.5K
24	BFSG, LLC trimmed	Shares	-290	+$19.4K	$261.6K
25	S Harris Financial Group, LLC unchanged	Shares	0	+$18.3K	$214.7K
26	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$15.9K	$186.9K
27	Curated Wealth Partners LLC new	Shares	+15.0K	+$15.0K	$15.0K
28	SIGNATUREFD, LLC added	Shares	+1.2K	+$14.1K	$24.8K
29	Procyon Advisors, LLC unchanged	Shares	0	+$14.0K	$164.7K
30	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+78	+$12.5K	$137.5K
31	Brucke Financial, Inc. added	Shares	+19	+$12.2K	$141.0K
32	GAMMA Investing LLC added	Shares	+620	+$11.1K	$58.7K
33	PFG Investments, LLC added	Shares	+14	+$10.4K	$120.8K
34	Fifth Third Wealth Advisors LLC trimmed	Shares	-96	+$10.2K	$131.1K
35	Farther Finance Advisors, LLC added	Shares	+667	+$8.0K	$18.3K
36	Versant Capital Management, Inc added	Shares	+648	+$7.4K	$12.1K
37	SJS Investment Consulting Inc. added	Shares	+528	+$5.7K	$6.2K
38	Shelter Rock Management, LLC trimmed	Shares	-1.2K	+$2.1K	$167.5K
39	Spire Wealth Management added	Shares	+3	+$1.4K	$16.5K
40	IFP Advisors, Inc added	Shares	+100	+$1.1K	$1.3K
41	Creative Capital Management Investments LLC new	Shares	+89	+$951	$951
42	Retirement Wealth Solutions LLC unchanged	Shares	0	+$361	$4.2K
43	Ares Financial Consulting, LLC unchanged	Shares	0	+$306	$3.8K
44	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$278	$3.3K
45	Fortitude Family Office, LLC unchanged	Shares	0	+$235	$2.8K
46	Davis Capital Management new	Shares	+20	+$214	$214
47	LRI Investments, LLC new	Shares	+20	+$214	$214
48	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$182	$2.1K
49	Marquette Asset Management, LLC unchanged	Shares	0	+$144	$1.7K
50	SlateStone Wealth, LLC new	Shares	+11.7K	+$125	$125

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