Filing Research | CDNA - CAREDX INC Institutional Holdings

Snapshot holdings

25 / 25 loaded

#		Instrument	quantity
1	ARS Investment Partners, LLC	Shares	74.2KSH	$2.1M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	37.7KSH	$1.1M
3	ARMSTRONG HENRY H ASSOCIATES INC	Shares	16.0KSH	$457.0K
4	Balance Wealth Partners LLC	Shares	15.6KSH	$443.2K
5	Police & Firemen's Retirement System of New Jersey	Shares	15.1KSH	$429.1K
6	Y-Intercept (Hong Kong) Ltd	Shares	12.4KSH	$352.1K
7	CHICAGO TRUST Co NA	Shares	8.6KSH	$246.0K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.3KSH	$206.9K
9	Curated Wealth Partners LLC	Shares	65.0KSH	$73.9K
10	GAMMA Investing LLC	Shares	2.4KSH	$68.4K
11	Versant Capital Management, Inc	Shares	958SH	$27.3K
12	Farther Finance Advisors, LLC	Shares	829SH	$23.9K
13	TRUST CO OF TOLEDO NA /OH/	Shares	800SH	$22.8K
14	HARBOR INVESTMENT ADVISORY, LLC	Shares	400SH	$11.4K
15	EverSource Wealth Advisors, LLC	Shares	283SH	$8.1K
16	True Wealth Design, LLC	Shares	160SH	$4.6K
17	Torren Management, LLC	Shares	158SH	$4.5K
18	IFP Advisors, Inc	Shares	88SH	$2.5K
19	SJS Investment Consulting Inc.	Shares	82SH	$2.3K
20	SBI Securities Co., Ltd.	Shares	50SH	$1.4K
21	Fortitude Family Office, LLC	Shares	29SH	$827
22	Physician Wealth Advisors, Inc.	Shares	24SH	$684
23	Wealth Enhancement Trust Services, Inc.	Shares	7SH	$200
24	Hughes Financial Services, LLC	Shares	3SH	$86
25	State of Alaska, Department of Revenue	Shares	3.0KSH	$85

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

27 / 27 loaded

#		Instrument
1	ARS Investment Partners, LLC trimmed	Shares	-3.0K	+$774.9K	$2.1M
2	Balance Wealth Partners LLC new	Shares	+15.6K	+$443.2K	$443.2K
3	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-6.6K	+$304.9K	$1.1M
4	CHICAGO TRUST Co NA new	Shares	+8.6K	+$246.0K	$246.0K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+7.3K	+$206.9K	$206.9K
6	ARMSTRONG HENRY H ASSOCIATES INC unchanged	Shares	0	+$178.6K	$457.0K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$167.7K	$429.1K
8	Curated Wealth Partners LLC new	Shares	+65.0K	+$73.9K	$73.9K
9	GAMMA Investing LLC trimmed	Shares	-75	+$25.4K	$68.4K
10	Versant Capital Management, Inc unchanged	Shares	0	+$10.7K	$27.3K
11	Farther Finance Advisors, LLC added	Shares	+8	+$9.2K	$23.9K
12	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$8.9K	$22.8K
13	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$4.5K	$11.4K
14	SJS Investment Consulting Inc. added	Shares	+70	+$2.1K	$2.3K
15	True Wealth Design, LLC added	Shares	+8	+$1.9K	$4.6K
16	Torren Management, LLC unchanged	Shares	0	+$1.8K	$4.5K
17	Physician Wealth Advisors, Inc. new	Shares	+24	+$684	$684
18	IFP Advisors, Inc trimmed	Shares	-22	+$598	$2.5K
19	SBI Securities Co., Ltd. unchanged	Shares	0	+$557	$1.4K
20	EverSource Wealth Advisors, LLC trimmed	Shares	-157	+$427	$8.1K
21	Fortitude Family Office, LLC unchanged	Shares	0	+$324	$827
22	Wealth Enhancement Trust Services, Inc. new	Shares	+7	+$200	$200
23	State of Alaska, Department of Revenue unchanged	Shares	0	+$33	$85
24	Hughes Financial Services, LLC trimmed	Shares	-2	-$1	$86
25	Rachor Investment Advisory Services, LLC exited	Shares	-512	-$8.9K	$0
26	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management exited	Shares	-11.1K	-$193.4K	$0
27	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-28.9K	-$364.8K	$352.1K