Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $6.7M |
| 2 | Y-Intercept (Hong Kong) Ltd | $761.2K |
| 3 | First Bank & Trust | $443.4K |
| 4 | Counterpoint Mutual Funds LLC | $393.8K |
| 5 | PERKINS CAPITAL MANAGEMENT INC | $384.9K |
| 6 | Police & Firemen's Retirement System of New Jersey | $235.0K |
| 7 | China Universal Asset Management Co., Ltd. | $115.1K |
| 8 | Farther Finance Advisors, LLC | $43.1K |
| 9 | Mirae Asset Global Investments Co., Ltd. | $32.3K |
| 10 | Curated Wealth Partners LLC | $15.9K |
| 11 | FIRST HORIZON CORP | $15.8K |
| 12 | Hughes Financial Services, LLC | $10.4K |
| 13 | EverSource Wealth Advisors, LLC | $3.3K |
| 14 | Versant Capital Management, Inc | $3.0K |
| 15 | BFSG, LLC | $2.1K |
| 16 | IFP Advisors, Inc | $1.4K |
| 17 | Spire Wealth Management | $1.2K |
| 18 | SBI Securities Co., Ltd. | $1.1K |
| 19 | True Wealth Design, LLC | $1.0K |
| 20 | GAMMA Investing LLC | $453 |
| 21 | SJS Investment Consulting Inc. | $358 |
| 22 | State of Alaska, Department of Revenue | $37 |
| 23 | Fortitude Family Office, LLC | $24 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$393.8K | |
| 2 | +$184.2K | |
| 3 | +$42.8K | |
| 4 | +$38.2K | |
| 5 | +$15.9K | |
| 6 | +$6.5K | |
| 7 | +$2.8K | |
| 8 | +$1.4K | |
| 9 | +$952 | |
| 10 | +$154 | |
| 11 | +$24 | |
| 12 | -$1 | |
| 13 | -$33 | |
| 14 | -$35 | |
| 15 | -$63 | |
| 16 | -$109 | |
| 17 | -$550 | |
| 18 | -$676 | |
| 19 | -$1.1K | |
| 20 | -$3.0K | |
| 21 | -$5.0K | |
| 22 | -$5.7K | |
| 23 | -$14.4K | |
| 24 | -$16.7K | |
| 25 | -$4.5M |