Filing Research | BRSP - BRIGHTSPIRE CAPITAL INC Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	389.1KSH	$2.1M
2	J.W. COLE ADVISORS, INC.	Shares	255.2KSH	$1.4M
3	Curated Wealth Partners LLC	Shares	500.0KSH	$492.2K
4	Merit Financial Group, LLC	Shares	87.4KSH	$476.1K
5	ANCHYRA PARTNERS LLC	Shares	53.0KSH	$288.9K
6	Park Capital Management, LLC / WI	Shares	41.8KSH	$227.5K
7	Abel Hall, LLC	Shares	41.5KSH	$226.1K
8	INDEPENDENT FINANCIAL GROUP, LLC	Shares	37.9KSH	$206.5K
9	Police & Firemen's Retirement System of New Jersey	Shares	36.4KSH	$198.6K
10	PFG Investments, LLC	Shares	35.5KSH	$193.5K
11	Fifth Third Wealth Advisors LLC	Shares	29.4KSH	$160.4K
12	BFSG, LLC	Shares	26.3KSH	$143.2K
13	Cyndeo Wealth Partners, LLC	Shares	26.1KSH	$142.3K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.5KSH	$125.9K
15	Symmetry Partners, LLC	Shares	23.1KSH	$125.9K
16	Commonwealth Financial Services, LLC	Shares	21.1KSH	$114.7K
17	EverSource Wealth Advisors, LLC	Shares	20.9KSH	$113.7K
18	HRC WEALTH MANAGEMENT, LLC	Shares	20.5KSH	$111.6K
19	SteelPeak Wealth, LLC	Shares	16.7KSH	$93.4K
20	Patriot Financial Group Insurance Agency, LLC	Shares	16.8KSH	$91.7K
21	Attessa Capital LLC	Shares	14.5KSH	$79.0K
22	CoreCap Advisors, LLC	Shares	13.2KSH	$72.2K
23	RFG Advisory, LLC	Shares	13.2KSH	$71.8K
24	Avior Wealth Management, LLC	Shares	12.0KSH	$65.6K
25	Farther Finance Advisors, LLC	Shares	11.9KSH	$64.7K
26	Triumph Capital Management	Shares	11.2KSH	$60.8K
27	Bison Wealth, LLC	Shares	10.6KSH	$57.0K
28	Main Street Group, LTD	Shares	8.9KSH	$48.3K
29	IFP Advisors, Inc	Shares	6.2KSH	$33.8K
30	Versant Capital Management, Inc	Shares	5.1KSH	$27.8K
31	Nova Wealth Management, Inc.	Shares	4.8KSH	$26.2K
32	SIGNATUREFD, LLC	Shares	4.0KSH	$21.7K
33	Kozak & Associates, Inc.	Shares	3.1KSH	$17.1K
34	GAMMA Investing LLC	Shares	2.5KSH	$13.7K
35	LRI Investments, LLC	Shares	1.2KSH	$6.8K
36	Ares Financial Consulting, LLC	Shares	372SH	$2.0K
37	SALEM INVESTMENT COUNSELORS INC	Shares	300SH	$1.7K
38	True Wealth Design, LLC	Shares	111SH	$605
39	SJS Investment Consulting Inc.	Shares	15SH	$82
40	Hughes Financial Services, LLC	Shares	1SH	$5

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

41 / 41 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+271.8K	+$1.5M	$2.1M
2	Curated Wealth Partners LLC new	Shares	+500.0K	+$492.2K	$492.2K
3	ANCHYRA PARTNERS LLC new	Shares	+53.0K	+$288.9K	$288.9K
4	Park Capital Management, LLC / WI new	Shares	+41.8K	+$227.5K	$227.5K
5	Fifth Third Wealth Advisors LLC new	Shares	+29.4K	+$160.4K	$160.4K
6	Cyndeo Wealth Partners, LLC new	Shares	+26.1K	+$142.3K	$142.3K
7	Symmetry Partners, LLC new	Shares	+23.1K	+$125.9K	$125.9K
8	Commonwealth Financial Services, LLC new	Shares	+21.1K	+$114.7K	$114.7K
9	SteelPeak Wealth, LLC new	Shares	+16.7K	+$93.4K	$93.4K
10	Attessa Capital LLC new	Shares	+14.5K	+$79.0K	$79.0K
11	RFG Advisory, LLC new	Shares	+13.2K	+$71.8K	$71.8K
12	Bison Wealth, LLC new	Shares	+10.6K	+$57.0K	$57.0K
13	Farther Finance Advisors, LLC added	Shares	+9.3K	+$50.2K	$64.7K
14	EverSource Wealth Advisors, LLC added	Shares	+5.8K	+$29.3K	$113.7K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.2K	+$12.6K	$125.9K
16	SJS Investment Consulting Inc. new	Shares	+15	+$82	$82
17	Hughes Financial Services, LLC unchanged	Shares	0	-$1	$5
18	Ares Financial Consulting, LLC unchanged	Shares	0	-$41	$2.0K
19	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$45	$1.7K
20	True Wealth Design, LLC trimmed	Shares	-30	-$185	$605
21	LRI Investments, LLC unchanged	Shares	0	-$187	$6.8K
22	Nova Wealth Management, Inc. unchanged	Shares	0	-$722	$26.2K
23	Versant Capital Management, Inc unchanged	Shares	0	-$766	$27.8K
24	Kozak & Associates, Inc. added	Shares	+82	-$799	$17.1K
25	Avior Wealth Management, LLC unchanged	Shares	0	-$1.8K	$65.6K
26	BFSG, LLC added	Shares	+370	-$1.9K	$143.2K
27	CoreCap Advisors, LLC unchanged	Shares	0	-$2.0K	$72.2K
28	Main Street Group, LTD trimmed	Shares	-121	-$2.0K	$48.3K
29	GAMMA Investing LLC trimmed	Shares	-417	-$2.7K	$13.7K
30	HRC WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$3.1K	$111.6K
31	SIGNATUREFD, LLC trimmed	Shares	-522	-$3.5K	$21.7K
32	PFG Investments, LLC added	Shares	+317	-$3.6K	$193.5K
33	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$5.5K	$198.6K
34	Abel Hall, LLC added	Shares	+32	-$6.0K	$226.1K
35	Triumph Capital Management trimmed	Shares	-1.1K	-$10.1K	$60.8K
36	Sound Income Strategies, LLC exited	Shares	-3.5K	-$19.6K	$0
37	IFP Advisors, Inc trimmed	Shares	-5.3K	-$30.5K	$33.8K
38	J.W. COLE ADVISORS, INC. trimmed	Shares	-236	-$39.6K	$1.4M
39	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-10.3K	-$63.5K	$206.5K
40	Merit Financial Group, LLC trimmed	Shares	-11.8K	-$79.0K	$476.1K
41	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-16.8K	-$96.8K	$91.7K