Filing Research | CRCT - CRICUT INC Institutional Holdings

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	34.9KSH	$154.1K
2	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	25.1KSH	$110.1K
3	Abel Hall, LLC	Shares	22.0KSH	$96.5K
4	Karras Company, Inc.	Shares	20.0KSH	$87.8K
5	Police & Firemen's Retirement System of New Jersey	Shares	12.1KSH	$53.3K
6	Curated Wealth Partners LLC	Shares	15.0KSH	$16.0K
7	EverSource Wealth Advisors, LLC	Shares	1.0KSH	$4.5K
8	Triumph Capital Management	Shares	800SH	$3.5K
9	SJS Investment Consulting Inc.	Shares	755SH	$3.3K
10	IFP Advisors, Inc	Shares	599SH	$2.6K
11	GAMMA Investing LLC	Shares	513SH	$2.3K
12	Versant Capital Management, Inc	Shares	246SH	$1.1K
13	Farther Finance Advisors, LLC	Shares	236SH	$1.0K
14	SBI Securities Co., Ltd.	Shares	190SH	$834
15	True Wealth Design, LLC	Shares	183SH	$804
16	MassMutual Private Wealth & Trust, FSB	Shares	58SH	$255
17	Wealth Enhancement Trust Services, Inc.	Shares	44SH	$193

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

21 / 21 loaded

#		Instrument
1	Abel Hall, LLC new	Shares	+22.0K	+$96.5K	$96.5K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.5K	+$80.2K	$154.1K
3	Curated Wealth Partners LLC new	Shares	+15.0K	+$16.0K	$16.0K
4	Karras Company, Inc. unchanged	Shares	0	+$13.0K	$87.8K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$7.9K	$53.3K
6	SJS Investment Consulting Inc. added	Shares	+713	+$3.2K	$3.3K
7	IFP Advisors, Inc added	Shares	+531	+$2.4K	$2.6K
8	EverSource Wealth Advisors, LLC added	Shares	+304	+$1.8K	$4.5K
9	Versant Capital Management, Inc new	Shares	+246	+$1.1K	$1.1K
10	GAMMA Investing LLC added	Shares	+146	+$879	$2.3K
11	Triumph Capital Management unchanged	Shares	0	+$520	$3.5K
12	True Wealth Design, LLC added	Shares	+33	+$243	$804
13	Farther Finance Advisors, LLC added	Shares	+25	+$214	$1.0K
14	Wealth Enhancement Trust Services, Inc. new	Shares	+44	+$193	$193
15	Torren Management, LLC exited	Shares	-1	-$4	$0
16	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-16	-$22	$255
17	SBI Securities Co., Ltd. trimmed	Shares	-178	-$542	$834
18	CAISSE DES DEPOTS ET CONSIGNATIONS trimmed	Shares	-9.7K	-$20.1K	$110.1K
19	Diversified Trust Co exited	Shares	-18.0K	-$67.4K	$0
20	EXCHANGE TRADED CONCEPTS, LLC exited	Shares	-56.5K	-$211.4K	$0
21	CWA Asset Management Group, LLC exited	Shares	-416.0K	-$1.6M	$0