Filing Research | CLFD - CLEARFIELD INCORPORATED Institutional Holdings

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	Wealth Group Ltd	Shares	47.0KSH	$1.9M
2	Sequoia Financial Advisors, LLC	Shares	14.3KSH	$567.8K
3	High Note Wealth, LLC	Shares	12.4KSH	$492.4K
4	Linden Thomas Advisory Services, LLC	Shares	9.6KSH	$382.5K
5	Police & Firemen's Retirement System of New Jersey	Shares	3.7KSH	$149.1K
6	Lodestone Wealth Management LLC	Shares	354SH	$14.1K
7	JNBA Financial Advisors	Shares	150SH	$6.0K
8	GAMMA Investing LLC	Shares	114SH	$4.5K
9	Ares Financial Consulting, LLC	Shares	113SH	$4.5K
10	Farther Finance Advisors, LLC	Shares	39SH	$1.6K
11	SBI Securities Co., Ltd.	Shares	30SH	$1.2K
12	SJS Investment Consulting Inc.	Shares	26SH	$1.0K
13	Versant Capital Management, Inc	Shares	13SH	$517
14	EverSource Wealth Advisors, LLC	Shares	4SH	$160
15	GHP Investment Advisors, Inc.	Shares	2SH	$80
16	Aventura Private Wealth, LLC	Shares	1SH	$40
17	State of Alaska, Department of Revenue	Shares	626SH	$24

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

20 / 20 loaded

#		Instrument
1	Wealth Group Ltd unchanged	Shares	0	+$626.0K	$1.9M
2	Sequoia Financial Advisors, LLC added	Shares	+1.8K	+$238.7K	$567.8K
3	High Note Wealth, LLC unchanged	Shares	0	+$164.8K	$492.4K
4	Linden Thomas Advisory Services, LLC trimmed	Shares	-85	+$125.8K	$382.5K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$49.9K	$149.1K
6	Lodestone Wealth Management LLC new	Shares	+354	+$14.1K	$14.1K
7	JNBA Financial Advisors unchanged	Shares	0	+$2.0K	$6.0K
8	Ares Financial Consulting, LLC unchanged	Shares	0	+$1.6K	$4.5K
9	SJS Investment Consulting Inc. new	Shares	+26	+$1.0K	$1.0K
10	GAMMA Investing LLC trimmed	Shares	-22	+$936	$4.5K
11	SBI Securities Co., Ltd. added	Shares	+9	+$638	$1.2K
12	Farther Finance Advisors, LLC added	Shares	+2	+$589	$1.6K
13	EverSource Wealth Advisors, LLC added	Shares	+1	+$81	$160
14	GHP Investment Advisors, Inc. unchanged	Shares	0	+$27	$80
15	Aventura Private Wealth, LLC unchanged	Shares	0	+$14	$40
16	State of Alaska, Department of Revenue unchanged	Shares	0	+$8	$24
17	True Wealth Design, LLC exited	Shares	-7	-$186	$0
18	Versant Capital Management, Inc trimmed	Shares	-128	-$3.2K	$517
19	Vermillion Wealth Management, Inc. exited	Shares	-200	-$5.3K	$0
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-53.8K	-$1.4M	$0