Filing Research | CMTG - CLAROS MORTGAGE TRUST INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	24.1KSH	$56.5K
2	Sequoia Financial Advisors, LLC	Shares	22.4KSH	$52.6K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.6KSH	$37.1K
4	EverSource Wealth Advisors, LLC	Shares	688SH	$1.6K
5	Fortitude Family Office, LLC	Shares	276SH	$649
6	Farther Finance Advisors, LLC	Shares	212SH	$498
7	FNY Investment Advisers, LLC	Shares	87.5KSH	$205
8	GAMMA Investing LLC	Shares	80SH	$188
9	True Wealth Design, LLC	Shares	78SH	$184
10	SJS Investment Consulting Inc.	Shares	28SH	$66
11	IFP Advisors, Inc	Shares	22SH	$52

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

12 / 12 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+22.4K	+$52.6K	$52.6K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.5K	+$8.6K	$37.1K
3	Fortitude Family Office, LLC new	Shares	+276	+$649	$649
4	EverSource Wealth Advisors, LLC added	Shares	+208	+$474	$1.6K
5	Farther Finance Advisors, LLC added	Shares	+169	+$398	$498
6	FNY Investment Advisers, LLC new	Shares	+87.5K	+$205	$205
7	GAMMA Investing LLC new	Shares	+80	+$188	$188
8	True Wealth Design, LLC new	Shares	+78	+$184	$184
9	SJS Investment Consulting Inc. added	Shares	+20	+$46	$66
10	IFP Advisors, Inc trimmed	Shares	-56	-$134	$52
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$722	$56.5K
12	SIGNATUREFD, LLC exited	Shares	-459	-$1.1K	$0

Filing Research | CMTG - CLAROS MORTGAGE TRUST INC Institutional Holdings