Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $10.4M |
| 2 | DAVENPORT & Co LLC | $8.8M |
| 3 | Cox Capital Mgt LLC | $1.5M |
| 4 | DRIVE WEALTH MANAGEMENT, LLC | $673.7K |
| 5 | Merit Financial Group, LLC | $426.5K |
| 6 | Linden Thomas Advisory Services, LLC | $328.4K |
| 7 | Rathbones Group PLC | $314.3K |
| 8 | Park Capital Management, LLC / WI | $282.4K |
| 9 | Symmetry Partners, LLC | $239.6K |
| 10 | Y-Intercept (Hong Kong) Ltd | $211.0K |
| 11 | Police & Firemen's Retirement System of New Jersey | $183.0K |
| 12 | SIGNATUREFD, LLC | $54.6K |
| 13 | Farther Finance Advisors, LLC | $44.7K |
| 14 | Versant Capital Management, Inc | $31.0K |
| 15 | EverSource Wealth Advisors, LLC | $4.6K |
| 16 | GAMMA Investing LLC | $4.0K |
| 17 | SBI Securities Co., Ltd. | $2.6K |
| 18 | SJS Investment Consulting Inc. | $2.4K |
| 19 | IFP Advisors, Inc | $1.1K |
| 20 | True Wealth Design, LLC | $749 |
| 21 | Physician Wealth Advisors, Inc. | $569 |
| 22 | CoreCap Advisors, LLC | $359 |
| 23 | State of Alaska, Department of Revenue | $247 |
| 24 | Trust Co | $239 |
| 25 | Hughes Financial Services, LLC | $30 |
| 26 | Capital Advisors, Ltd. LLC | $3 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$4.4M | |
| 2 | +$2.3M | |
| 3 | +$673.7K | |
| 4 | +$426.5K | |
| 5 | +$408.7K | |
| 6 | +$282.4K | |
| 7 | +$239.6K | |
| 8 | +$80.4K | |
| 9 | +$80.1K | |
| 10 | +$41.2K | |
| 11 | +$35.1K | |
| 12 | +$24.6K | |
| 13 | +$4.0K | |
| 14 | +$2.4K | |
| 15 | +$2.0K | |
| 16 | +$780 | |
| 17 | +$749 | |
| 18 | +$224 | |
| 19 | +$61 | |
| 20 | +$60 | |
| 21 | +$38 | |
| 22 | +$30 | |
| 23 | +$3 | |
| 24 | $0 | |
| 25 | -$404 | |
| 26 | -$418 | |
| 27 | -$9.0K | |
| 28 | -$156.8K | |
| 29 | -$263.7K | |
| 30 | -$672.8K |