Filing Research | CTO - CTO REALTY GROWTH INC COM Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	GRACE & WHITE INC /NY	Shares	558.5KSH	$12.0M
2	Y-Intercept (Hong Kong) Ltd	Shares	78.9KSH	$1.7M
3	NAPLES GLOBAL ADVISORS, LLC	Shares	47.5KSH	$1.0M
4	AlphaCentric Advisors LLC	Shares	35.0KSH	$752.9K
5	ZWJ INVESTMENT COUNSEL INC	Shares	24.7KSH	$530.4K
6	Abel Hall, LLC	Shares	23.2KSH	$500.0K
7	Sequoia Financial Advisors, LLC	Shares	22.1KSH	$476.2K
8	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	16.7KSH	$358.3K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.8KSH	$336.7K
10	Sage Investment Counsel LLC	Shares	13.7KSH	$294.7K
11	Somerset Trust Co	Shares	11.4KSH	$245.6K
12	Wealth Architects, LLC	Shares	11.4KSH	$245.0K
13	Police & Firemen's Retirement System of New Jersey	Shares	11.0KSH	$237.1K
14	Mirae Asset Global Investments Co., Ltd.	Shares	9.3KSH	$200.8K
15	SIGNATUREFD, LLC	Shares	2.5KSH	$53.6K
16	Triumph Capital Management	Shares	2.4KSH	$52.1K
17	GAMMA Investing LLC	Shares	2.2KSH	$47.5K
18	Ares Financial Consulting, LLC	Shares	1.1KSH	$23.2K
19	Farther Finance Advisors, LLC	Shares	801SH	$17.3K
20	Moisand Fitzgerald Tamayo, LLC	Shares	775SH	$16.7K
21	Cedar Mountain Advisors, LLC	Shares	493SH	$10.6K
22	MassMutual Private Wealth & Trust, FSB	Shares	456SH	$9.8K
23	Versant Capital Management, Inc	Shares	421SH	$9.1K
24	LANARK FINANCIAL, INC.	Shares	415SH	$8.9K
25	JNBA Financial Advisors	Shares	358SH	$7.7K
26	Vision Retirement, LLC	Shares	300SH	$6.5K
27	IFP Advisors, Inc	Shares	271SH	$5.8K
28	WOLFF WIESE MAGANA LLC	Shares	260SH	$5.6K
29	FIRST HORIZON CORP	Shares	102SH	$2.2K
30	EverSource Wealth Advisors, LLC	Shares	95SH	$2.0K
31	Physician Wealth Advisors, Inc.	Shares	66SH	$1.4K
32	State of Alaska, Department of Revenue	Shares	17.9KSH	$385
33	SJS Investment Consulting Inc.	Shares	13SH	$280
34	Fortitude Family Office, LLC	Shares	10SH	$215
35	True Wealth Design, LLC	Shares	4SH	$87
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.9KSH	$61
37	Hughes Financial Services, LLC	Shares	1SH	$22
38	Capital Advisors, Ltd. LLC	Shares	806SH	$17

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

40 / 40 loaded

#		Instrument
1	GRACE & WHITE INC /NY trimmed	Shares	-32.6K	+$1.1M	$12.0M
2	Sequoia Financial Advisors, LLC added	Shares	+11.7K	+$283.8K	$476.2K
3	Mirae Asset Global Investments Co., Ltd. new	Shares	+9.3K	+$200.8K	$200.8K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.8K	+$148.5K	$336.7K
5	NAPLES GLOBAL ADVISORS, LLC trimmed	Shares	-420	+$135.8K	$1.0M
6	Abel Hall, LLC added	Shares	+695	+$83.0K	$500.0K
7	ZWJ INVESTMENT COUNSEL INC unchanged	Shares	0	+$74.5K	$530.4K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+2.1K	+$72.3K	$237.1K
9	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$50.3K	$358.3K
10	Sage Investment Counsel LLC unchanged	Shares	0	+$41.4K	$294.7K
11	Wealth Architects, LLC unchanged	Shares	0	+$34.4K	$245.0K
12	Somerset Trust Co trimmed	Shares	-232	+$30.2K	$245.6K
13	GAMMA Investing LLC added	Shares	+401	+$14.1K	$47.5K
14	SIGNATUREFD, LLC added	Shares	+70	+$8.8K	$53.6K
15	Farther Finance Advisors, LLC added	Shares	+309	+$8.2K	$17.3K
16	Triumph Capital Management trimmed	Shares	-212	+$3.4K	$52.1K
17	Ares Financial Consulting, LLC unchanged	Shares	0	+$3.2K	$23.2K
18	IFP Advisors, Inc added	Shares	+123	+$3.1K	$5.8K
19	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$2.3K	$16.7K
20	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$1.5K	$10.6K
21	MassMutual Private Wealth & Trust, FSB added	Shares	+1	+$1.4K	$9.8K
22	LANARK FINANCIAL, INC. added	Shares	+7	+$1.4K	$8.9K
23	Versant Capital Management, Inc unchanged	Shares	0	+$1.3K	$9.1K
24	JNBA Financial Advisors unchanged	Shares	0	+$1.1K	$7.7K
25	Vision Retirement, LLC unchanged	Shares	0	+$906	$6.5K
26	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$785	$5.6K
27	FIRST HORIZON CORP unchanged	Shares	0	+$308	$2.2K
28	Fortitude Family Office, LLC new	Shares	+10	+$215	$215
29	SJS Investment Consulting Inc. added	Shares	+6	+$150	$280
30	State of Alaska, Department of Revenue added	Shares	+710	+$68	$385
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+2.9K	+$61	$61
32	Hughes Financial Services, LLC unchanged	Shares	0	+$4	$22
33	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$2	$17
34	Physician Wealth Advisors, Inc. trimmed	Shares	-20	-$171	$1.4K
35	True Wealth Design, LLC trimmed	Shares	-11	-$191	$87
36	Bogart Wealth, LLC exited	Shares	-48	-$888	$0
37	EverSource Wealth Advisors, LLC trimmed	Shares	-409	-$7.3K	$2.0K
38	Sound Income Strategies, LLC exited	Shares	-610	-$11.3K	$0
39	AlphaCentric Advisors LLC trimmed	Shares	-15.4K	-$179.0K	$752.9K
40	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-26.7K	-$256.0K	$1.7M