Filing Research | CBL - CBL & ASSOC PPTYS INC Institutional Holdings

Snapshot holdings

23 / 23 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	36.0KSH	$1.9M
2	Robeco Institutional Asset Management B.V.	Shares	25.8KSH	$1.4M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.7KSH	$562.5K
4	Farther Finance Advisors, LLC	Shares	7.8KSH	$413.3K
5	Diversified Trust Co	Shares	6.6KSH	$350.8K
6	Police & Firemen's Retirement System of New Jersey	Shares	5.7KSH	$301.7K
7	Curated Wealth Partners LLC	Shares	65.0KSH	$74.4K
8	EverSource Wealth Advisors, LLC	Shares	755SH	$40.1K
9	Versant Capital Management, Inc	Shares	526SH	$27.9K
10	Triumph Capital Management	Shares	400SH	$21.2K
11	CoreCap Advisors, LLC	Shares	331SH	$17.6K
12	GAMMA Investing LLC	Shares	232SH	$12.3K
13	EXCHANGE TRADED CONCEPTS, LLC	Shares	194SH	$10.3K
14	HHM Wealth Advisors, LLC	Shares	175SH	$9.3K
15	IFP Advisors, Inc	Shares	169SH	$9.0K
16	SIGNATUREFD, LLC	Shares	159SH	$8.4K
17	Mirae Asset Global Investments Co., Ltd.	Shares	64SH	$3.4K
18	True Wealth Design, LLC	Shares	62SH	$3.3K
19	AM INVESTMENT STRATEGIES LLC	Shares	38.7KSH	$2.1K
20	SJS Investment Consulting Inc.	Shares	21SH	$1.1K
21	MassMutual Private Wealth & Trust, FSB	Shares	18SH	$956
22	State of Alaska, Department of Revenue	Shares	12.8KSH	$677
23	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	1.7KSH	$90

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

25 / 25 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+23.1K	+$1.4M	$1.9M
2	Robeco Institutional Asset Management B.V. new	Shares	+25.8K	+$1.4M	$1.4M
3	Farther Finance Advisors, LLC added	Shares	+7.5K	+$401.7K	$413.3K
4	Diversified Trust Co new	Shares	+6.6K	+$350.8K	$350.8K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.1K	+$212.7K	$562.5K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+879	+$117.1K	$301.7K
7	Curated Wealth Partners LLC new	Shares	+65.0K	+$74.4K	$74.4K
8	EverSource Wealth Advisors, LLC added	Shares	+92	+$14.6K	$40.1K
9	Versant Capital Management, Inc unchanged	Shares	0	+$7.7K	$27.9K
10	Triumph Capital Management unchanged	Shares	0	+$5.9K	$21.2K
11	CoreCap Advisors, LLC unchanged	Shares	0	+$4.9K	$17.6K
12	GAMMA Investing LLC added	Shares	+9	+$3.7K	$12.3K
13	SIGNATUREFD, LLC added	Shares	+8	+$2.6K	$8.4K
14	HHM Wealth Advisors, LLC unchanged	Shares	0	+$2.6K	$9.3K
15	IFP Advisors, Inc trimmed	Shares	-38	+$1.0K	$9.0K
16	True Wealth Design, LLC unchanged	Shares	0	+$909	$3.3K
17	AM INVESTMENT STRATEGIES LLC unchanged	Shares	0	+$567	$2.1K
18	SJS Investment Consulting Inc. added	Shares	+6	+$538	$1.1K
19	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$264	$956
20	State of Alaska, Department of Revenue added	Shares	+190	+$195	$677
21	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+1.7K	+$90	$90
22	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-165	-$3.5K	$10.3K
23	Sound Income Strategies, LLC exited	Shares	-92	-$3.6K	$0
24	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-252	-$8.7K	$3.4K
25	LANARK FINANCIAL, INC. exited	Shares	-8.4K	-$323.0K	$0