Filing Research | CIM - CHIMERA INVT CORP Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	Simplify Asset Management Inc.	Shares	51.0KSH	$680.7K
2	Investment Partners Asset Management, Inc.	Shares	41.7KSH	$556.9K
3	KENNICOTT CAPITAL MANAGEMENT LLC	Shares	32.7KSH	$435.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	29.8KSH	$391.2K
5	Police & Firemen's Retirement System of New Jersey	Shares	25.3KSH	$338.0K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	20.4KSH	$271.3K
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	19.6KSH	$260.9K
8	WEALTHEDGE INVESTMENT ADVISORS, LLC	Shares	17.6KSH	$234.2K
9	Embree Financial Group	Shares	12.2KSH	$162.9K
10	IFP Advisors, Inc	Shares	10.4KSH	$138.9K
11	Versant Capital Management, Inc	Shares	5.4KSH	$71.5K
12	SIGNATUREFD, LLC	Shares	2.7KSH	$36.0K
13	VSM Wealth Advisory, LLC	Shares	2.6KSH	$34.6K
14	Vision Retirement, LLC	Shares	2.1KSH	$27.5K
15	FARMERS & MERCHANTS INVESTMENTS INC	Shares	1.3KSH	$17.8K
16	GAMMA Investing LLC	Shares	1.3KSH	$17.6K
17	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$16.1K
18	Cedar Mountain Advisors, LLC	Shares	1.0KSH	$13.9K
19	Curated Wealth Partners LLC	Shares	10.0KSH	$11.5K
20	TOMPKINS FINANCIAL CORP	Shares	746SH	$10.0K
21	Allied Private Wealth LLC	Shares	536SH	$7.0K
22	Farther Finance Advisors, LLC	Shares	476SH	$6.4K
23	HHM Wealth Advisors, LLC	Shares	466SH	$6.2K
24	Spire Wealth Management	Shares	438SH	$5.8K
25	LANARK FINANCIAL, INC.	Shares	409SH	$5.5K
26	City State Bank	Shares	360SH	$4.8K
27	Smallwood Wealth Investment Management, LLC	Shares	333SH	$4.4K
28	SJS Investment Consulting Inc.	Shares	316SH	$4.2K
29	ALBION FINANCIAL GROUP /UT	Shares	108SH	$1.4K
30	Strategic Investment Solutions, Inc. /IL	Shares	99SH	$1.3K
31	Provenance Wealth Advisors, LLC	Shares	25SH	$334
32	Crewe Advisors LLC	Shares	16SH	$214
33	HM PAYSON & CO	Shares	12SH	$161
34	Quest 10 Wealth Builders, Inc.	Shares	4SH	$53
35	Bogart Wealth, LLC	Shares	3SH	$40
36	Capital Advisors, Ltd. LLC	Shares	192SH	$3

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

37 / 37 loaded

#		Instrument
1	KENNICOTT CAPITAL MANAGEMENT LLC added	Shares	+16.8K	+$237.1K	$435.9K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.2K	+$101.4K	$391.2K
3	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+5.5K	+$84.4K	$260.9K
4	Investment Partners Asset Management, Inc. added	Shares	+3.0K	+$70.6K	$556.9K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+3.3K	+$61.6K	$338.0K
6	IFP Advisors, Inc added	Shares	+3.6K	+$53.2K	$138.9K
7	Simplify Asset Management Inc. unchanged	Shares	0	+$40.3K	$680.7K
8	SIGNATUREFD, LLC added	Shares	+2.0K	+$27.0K	$36.0K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$15.3K	$271.3K
10	Curated Wealth Partners LLC new	Shares	+10.0K	+$11.5K	$11.5K
11	Embree Financial Group unchanged	Shares	0	+$9.7K	$162.9K
12	EverSource Wealth Advisors, LLC added	Shares	+675	+$9.4K	$16.1K
13	SJS Investment Consulting Inc. new	Shares	+316	+$4.2K	$4.2K
14	Versant Capital Management, Inc trimmed	Shares	-31	+$3.8K	$71.5K
15	VSM Wealth Advisory, LLC added	Shares	+36	+$2.5K	$34.6K
16	Vision Retirement, LLC added	Shares	+67	+$2.5K	$27.5K
17	GAMMA Investing LLC added	Shares	+78	+$2.0K	$17.6K
18	ALBION FINANCIAL GROUP /UT new	Shares	+108	+$1.4K	$1.4K
19	Farther Finance Advisors, LLC added	Shares	+60	+$1.1K	$6.4K
20	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$1.1K	$17.8K
21	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$824	$13.9K
22	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$590	$10.0K
23	Spire Wealth Management added	Shares	+12	+$495	$5.8K
24	HHM Wealth Advisors, LLC unchanged	Shares	0	+$368	$6.2K
25	LANARK FINANCIAL, INC. unchanged	Shares	0	+$324	$5.5K
26	City State Bank unchanged	Shares	0	+$284	$4.8K
27	HM PAYSON & CO added	Shares	+8	+$110	$161
28	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$78	$1.3K
29	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$20	$334
30	Crewe Advisors LLC unchanged	Shares	0	+$13	$214
31	Capital Advisors, Ltd. LLC added	Shares	+167	+$3	$3
32	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$3	$53
33	Bogart Wealth, LLC unchanged	Shares	0	+$2	$40
34	True Wealth Design, LLC exited	Shares	-28	-$352	$0
35	Smallwood Wealth Investment Management, LLC trimmed	Shares	-416	-$5.0K	$4.4K
36	Sound Income Strategies, LLC exited	Shares	-4.2K	-$52.9K	$0
37	WEALTHEDGE INVESTMENT ADVISORS, LLC trimmed	Shares	-63.3K	-$780.3K	$234.2K