Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Y-Intercept (Hong Kong) Ltd | $1.9M |
| 2 | ARS Investment Partners, LLC | $649.2K |
| 3 | OAK FAMILY ADVISORS, LLC | $417.2K |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $266.5K |
| 5 | Police & Firemen's Retirement System of New Jersey | $231.7K |
| 6 | Sequoia Financial Advisors, LLC | $110.8K |
| 7 | LANARK FINANCIAL, INC. | $52.6K |
| 8 | GAMMA Investing LLC | $36.8K |
| 9 | EverSource Wealth Advisors, LLC | $21.6K |
| 10 | HARBOR INVESTMENT ADVISORY, LLC | $13.3K |
| 11 | IFP Advisors, Inc | $10.7K |
| 12 | Allied Private Wealth LLC | $10.6K |
| 13 | ARMSTRONG ADVISORY GROUP, INC | $9.2K |
| 14 | Farther Finance Advisors, LLC | $8.1K |
| 15 | SOA Wealth Advisors, LLC. | $6.3K |
| 16 | Community Financial Services Group, LLC | $4.6K |
| 17 | SJS Investment Consulting Inc. | $3.2K |
| 18 | WEST PACES ADVISORS INC. | $2.1K |
| 19 | True Wealth Design, LLC | $1.8K |
| 20 | Fortitude Family Office, LLC | $426 |
| 21 | FNY Investment Advisers, LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$230.6K | |
| 2 | +$95.5K | |
| 3 | +$91.1K | |
| 4 | +$29.2K | |
| 5 | +$13.8K | |
| 6 | +$12.6K | |
| 7 | +$7.0K | |
| 8 | +$3.5K | |
| 9 | +$3.1K | |
| 10 | +$2.4K | |
| 11 | +$2.1K | |
| 12 | +$1.6K | |
| 13 | +$1.4K | |
| 14 | +$748 | |
| 15 | +$426 | |
| 16 | +$1 | |
| 17 | -$1.8K | |
| 18 | -$3.8K | |
| 19 | -$4.1K | |
| 20 | -$6.0K | |
| 21 | -$6.1K | |
| 22 | -$9.7K | |
| 23 | -$319.3K | |
| 24 | -$922.2K | |
| 25 | -$954.8K |