Filing Research | CRCL - CIRCLE INTERNET GROUP INC Institutional Holdings

Snapshot holdings

50 / 105 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	260.8KSH	$16.3M
2	Robeco Institutional Asset Management B.V.	Shares	131.1KSH	$8.2M
3	Ballentine Partners, LLC	Shares	100.9KSH	$6.3M
4	J.W. COLE ADVISORS, INC.	Shares	96.7KSH	$6.1M
5	Assenagon Asset Management S.A.	Shares	56.4KSH	$3.5M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	46.4KSH	$3.1M
7	Oak Thistle LLC	Shares	41.7KSH	$2.6M
8	IFM Investors Pty Ltd	Shares	31.5KSH	$2.0M
9	Police & Firemen's Retirement System of New Jersey	Shares	26.7KSH	$1.7M
10	CRUX WEALTH ADVISORS	Shares	26.3KSH	$1.6M
11	SBI Securities Co., Ltd.	Shares	26.2KSH	$1.6M
12	Consolidated Investment Group LLC	Shares	22.5KSH	$1.4M
13	LAVELLE CAPITAL LP	Shares	20.0KSH	$1.3M
14	PFG Investments, LLC	Shares	16.2KSH	$1.0M
15	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	16.1KSH	$1.0M
16	BENJAMIN EDWARDS INC	Shares	15.9KSH	$998.6K
17	Diversified Trust Co	Shares	11.9KSH	$745.7K
18	Mirae Asset Global Investments Co., Ltd.	Shares	10.9KSH	$684.8K
19	Fideuram Asset Management (Ireland) dac	Shares	8.6KSH	$657.3K
20	SteelPeak Wealth, LLC	Shares	10.4KSH	$649.9K
21	WASATCH ADVISORS LP	Shares	10.1KSH	$630.5K
22	Capstone Capital Management Ltd	Shares	9.0KSH	$566.0K
23	Mesirow Financial Investment Management, Inc.	Shares	8.8KSH	$548.0K
24	Applied Capital LLC/FL	Shares	8.7KSH	$544.4K
25	Prospera Financial Services Inc	Shares	8.6KSH	$537.9K
26	Harbour Capital Advisors, LLC	Shares	8.0KSH	$530.4K
27	GC Wealth Management RIA, LLC	Shares	8.4KSH	$525.9K
28	MISSION WEALTH MANAGEMENT, LP	Shares	7.9KSH	$494.2K
29	Southern Financial Group, LLC	Shares	7.2KSH	$451.4K
30	ABN AMRO INVESTMENT SOLUTIONS	Shares	6.7KSH	$417.9K
31	Balefire, LLC	Shares	6.5KSH	$407.0K
32	Capital Advisors Wealth Management, LLC	Shares	6.0KSH	$374.1K
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	5.5KSH	$340.8K
34	E. Ohman J:or Asset Management AB	Shares	5.0KSH	$315.7K
35	Merit Financial Group, LLC	Shares	4.0KSH	$250.4K
36	DARA CAPITAL US, INC.	Shares	3.8KSH	$236.1K
37	SAPIENT CAPITAL LLC	Shares	3.7KSH	$234.2K
38	INDEPENDENT FINANCIAL GROUP, LLC	Shares	3.4KSH	$215.5K
39	Curated Wealth Partners LLC	Shares	46.6KSH	$214.7K
40	DBA TRADING, LLC	Shares	2.2KSH	$209.9K
41	IFP Advisors, Inc	Shares	3.2KSH	$200.7K
42	CoreCap Advisors, LLC	Shares	2.5KSH	$153.6K
43	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	2.4KSH	$153.0K
44	Farther Finance Advisors, LLC	Shares	2.2KSH	$139.8K
45	Crewe Advisors LLC	Shares	2.0KSH	$125.3K
46	PensionDanmark Pensionsforsikringsaktieselskab	Shares	2.0KSH	$125.3K
47	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	1.3KSH	$80.0K
48	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$72.8K
49	Global X Japan Co., Ltd.	Shares	1.1KSH	$69.1K
50	AdvisorNet Financial, Inc	Shares	984SH	$61.6K

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

50 / 131 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+96.7K	+$6.1M	$6.1M
2	Assenagon Asset Management S.A. new	Shares	+56.4K	+$3.5M	$3.5M
3	IFM Investors Pty Ltd new	Shares	+31.5K	+$2.0M	$2.0M
4	Sumitomo Mitsui DS Asset Management Company, Ltd new	Shares	+16.1K	+$1.0M	$1.0M
5	Fideuram Asset Management (Ireland) dac new	Shares	+8.6K	+$657.3K	$657.3K
6	WASATCH ADVISORS LP new	Shares	+10.1K	+$630.5K	$630.5K
7	Capstone Capital Management Ltd new	Shares	+9.0K	+$566.0K	$566.0K
8	Southern Financial Group, LLC new	Shares	+7.2K	+$451.4K	$451.4K
9	ABN AMRO INVESTMENT SOLUTIONS new	Shares	+6.7K	+$417.9K	$417.9K
10	E. Ohman J:or Asset Management AB new	Shares	+5.0K	+$315.7K	$315.7K
11	Ballentine Partners, LLC added	Shares	+37.9K	+$309.5K	$6.3M
12	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+3.4K	+$215.5K	$215.5K
13	Curated Wealth Partners LLC new	Shares	+46.6K	+$214.7K	$214.7K
14	Oak Thistle LLC added	Shares	+15.7K	+$132.3K	$2.6M
15	SteelPeak Wealth, LLC added	Shares	+4.9K	+$131.3K	$649.9K
16	PensionDanmark Pensionsforsikringsaktieselskab new	Shares	+2.0K	+$125.3K	$125.3K
17	IFP Advisors, Inc added	Shares	+2.2K	+$107.7K	$200.7K
18	CoreCap Advisors, LLC added	Shares	+1.9K	+$100.6K	$153.6K
19	Crewe Advisors LLC added	Shares	+1.2K	+$48.9K	$125.3K
20	AdvisorNet Financial, Inc added	Shares	+550	+$20.2K	$61.6K
21	Owl Creek Wealth Partners LLC new	Shares	+265	+$16.6K	$16.6K
22	Versant Capital Management, Inc added	Shares	+206	+$11.7K	$15.2K
23	Handelsbanken Fonder AB new	Shares	+108.6K	+$6.8K	$6.8K
24	Davis Capital Management new	Shares	+78	+$4.9K	$4.9K
25	GoalVest Advisory LLC new	Shares	+58	+$3.6K	$3.6K
26	FIRST HORIZON CORP added	Shares	+247	+$3.6K	$38.1K
27	LifeSteps Financial, Inc. new	Shares	+46	+$2.9K	$2.9K
28	Beaird Harris Wealth Management, LLC new	Shares	+45	+$2.8K	$2.8K
29	WEST PACES ADVISORS INC. new	Shares	+41	+$2.6K	$2.6K
30	HORIZON FINANCIAL SERVICES, LLC new	Shares	+39	+$2.4K	$2.4K
31	Police & Firemen's Retirement System of New Jersey added	Shares	+9.2K	+$2.3K	$1.7M
32	ELEVATION WEALTH PARTNERS, LLC new	Shares	+30	+$1.9K	$1.9K
33	FINANCIAL CONSULATE, INC new	Shares	+17	+$1.1K	$1.1K
34	PROATHLETE WEALTH MANAGEMENT LLC new	Shares	+13	+$814	$814
35	MassMutual Private Wealth & Trust, FSB added	Shares	+11	+$197	$1.6K
36	Signature Resources Capital Management, LLC new	Shares	+3	+$185	$185
37	Physician Wealth Advisors, Inc. added	Shares	+8	+$173	$1.1K
38	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$125	$125
39	CX Institutional added	Shares	+1.4K	+$80	$95
40	Capital Advisors, Ltd. LLC new	Shares	+72	+$5	$5
41	DBA TRADING, LLC unchanged	Shares	0	$0	$209.9K
42	AMALGAMATED BANK added	Shares	+2.1K	-$69	$506
43	SJS Investment Consulting Inc. added	Shares	+1	-$102	$376
44	KERR FINANCIAL PLANNING Corp trimmed	Shares	-1	-$157	$126
45	Hughes Financial Services, LLC unchanged	Shares	0	-$164	$313
46	LANARK FINANCIAL, INC. added	Shares	+112	-$295	$21.0K
47	Triumph Capital Management unchanged	Shares	0	-$328	$626
48	Blue Trust, Inc. exited	Shares	-5	-$477	$0
49	Retirement Wealth Solutions LLC trimmed	Shares	-2	-$584	$752
50	Fortis Group Advisors, LLC unchanged	Shares	0	-$655	$1.3K

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