Filing Research | CMRC - Commerce.com Inc Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	HERALD INVESTMENT MANAGEMENT Ltd	Shares	1.1MSH	$3.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	53.1KSH	$165.7K
3	Abel Hall, LLC	Shares	20.9KSH	$61.7K
4	Police & Firemen's Retirement System of New Jersey	Shares	18.8KSH	$55.6K
5	Merit Financial Group, LLC	Shares	13.8KSH	$40.8K
6	Williams & Novak, LLC	Shares	12.7KSH	$37.6K
7	Avondale Wealth Management	Shares	10.0KSH	$29.6K
8	Financial Management Professionals, Inc.	Shares	5.5KSH	$16.3K
9	SBI Securities Co., Ltd.	Shares	2.9KSH	$8.6K
10	EverSource Wealth Advisors, LLC	Shares	2.9KSH	$8.5K
11	Marquette Asset Management, LLC	Shares	806SH	$2.4K
12	Farther Finance Advisors, LLC	Shares	736SH	$2.2K
13	True Wealth Design, LLC	Shares	511SH	$1.5K
14	IFP Advisors, Inc	Shares	327SH	$968
15	Fortitude Family Office, LLC	Shares	188SH	$556
16	SJS Investment Consulting Inc.	Shares	114SH	$338
17	CoreCap Advisors, LLC	Shares	100SH	$296
18	GAMMA Investing LLC	Shares	81SH	$240
19	Wealth Enhancement Trust Services, Inc.	Shares	57SH	$169
20	State of Alaska, Department of Revenue	Shares	3.7KSH	$10

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

21 / 21 loaded

#		Instrument
1	HERALD INVESTMENT MANAGEMENT Ltd added	Shares	+360.0K	+$1.3M	$3.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+26.2K	+$92.6K	$165.7K
3	Abel Hall, LLC new	Shares	+20.9K	+$61.7K	$61.7K
4	Merit Financial Group, LLC new	Shares	+13.8K	+$40.8K	$40.8K
5	Williams & Novak, LLC new	Shares	+12.7K	+$37.6K	$37.6K
6	Financial Management Professionals, Inc. new	Shares	+5.5K	+$16.3K	$16.3K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$5.4K	$55.6K
8	Avondale Wealth Management unchanged	Shares	0	+$2.9K	$29.6K
9	EverSource Wealth Advisors, LLC added	Shares	+406	+$1.9K	$8.5K
10	Farther Finance Advisors, LLC added	Shares	+482	+$1.5K	$2.2K
11	True Wealth Design, LLC added	Shares	+265	+$856	$1.5K
12	SBI Securities Co., Ltd. trimmed	Shares	-16	+$795	$8.6K
13	Fortitude Family Office, LLC new	Shares	+188	+$556	$556
14	IFP Advisors, Inc added	Shares	+118	+$410	$968
15	GAMMA Investing LLC new	Shares	+81	+$240	$240
16	Marquette Asset Management, LLC unchanged	Shares	0	+$233	$2.4K
17	SJS Investment Consulting Inc. added	Shares	+60	+$193	$338
18	Wealth Enhancement Trust Services, Inc. new	Shares	+57	+$169	$169
19	CoreCap Advisors, LLC unchanged	Shares	0	+$29	$296
20	State of Alaska, Department of Revenue unchanged	Shares	0	+$1	$10
21	Clarity Asset Management, Inc. exited	Shares	-500	-$1.3K	$0