Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Tema ETFs LLC | $8.3M |
| 2 | Aries Wealth Management | $297.5K |
| 3 | JAMES INVESTMENT RESEARCH, INC. | $226.7K |
| 4 | HM PAYSON & CO | $77.3K |
| 5 | IFP Advisors, Inc | $11.0K |
| 6 | SBI Securities Co., Ltd. | $1.7K |
| 7 | Triumph Capital Management | $966 |
| 8 | TSFG, LLC | $0 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$8.3M | |
| 2 | +$73.1K | |
| 3 | +$58.5K | |
| 4 | +$41.8K | |
| 5 | +$1.3K | |
| 6 | +$966 | |
| 7 | $0 | |
| 8 | -$374 | |
| 9 | -$63.8K | |
| 10 | -$102.9K | |
| 11 | -$750.2K |