Filing Research | CURI - CURIOSITYSTREAM INC COM CL A Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Penbrook Management LLC	Shares	764.8KSH	$2.0M
2	ARS Investment Partners, LLC	Shares	121.5KSH	$323.1K
3	Merit Financial Group, LLC	Shares	32.6KSH	$86.8K
4	Diversified Trust Co	Shares	13.6KSH	$36.2K
5	Police & Firemen's Retirement System of New Jersey	Shares	7.3KSH	$19.3K
6	Triumph Capital Management	Shares	1.8KSH	$4.8K
7	WEST PACES ADVISORS INC.	Shares	702SH	$1.9K
8	EverSource Wealth Advisors, LLC	Shares	244SH	$650
9	Physician Wealth Advisors, Inc.	Shares	143SH	$381
10	SBI Securities Co., Ltd.	Shares	112SH	$298
11	Farther Finance Advisors, LLC	Shares	85SH	$227
12	Blue Trust, Inc.	Shares	53SH	$141
13	State of Alaska, Department of Revenue	Shares	51.4KSH	$136
14	SJS Investment Consulting Inc.	Shares	1SH	$3

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

17 / 17 loaded

#		Instrument
1	Penbrook Management LLC added	Shares	+89.7K	+$35.9K	$2.0M
2	Diversified Trust Co added	Shares	+3.0K	+$4.8K	$36.2K
3	WEST PACES ADVISORS INC. new	Shares	+702	+$1.9K	$1.9K
4	Physician Wealth Advisors, Inc. new	Shares	+143	+$381	$381
5	State of Alaska, Department of Revenue added	Shares	+42.0K	+$109	$136
6	SBI Securities Co., Ltd. added	Shares	+31	+$58	$298
7	EverSource Wealth Advisors, LLC added	Shares	+35	+$31	$650
8	SJS Investment Consulting Inc. new	Shares	+1	+$3	$3
9	Blue Trust, Inc. added	Shares	+2	-$11	$141
10	Farther Finance Advisors, LLC added	Shares	+3	-$14	$227
11	IFP Advisors, Inc exited	Shares	-110	-$326	$0
12	Triumph Capital Management unchanged	Shares	0	-$540	$4.8K
13	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$2.2K	$19.3K
14	Global Wealth Strategies & Associates exited	Shares	-991	-$2.9K	$0
15	Merit Financial Group, LLC added	Shares	+1.1K	-$6.5K	$86.8K
16	ARS Investment Partners, LLC trimmed	Shares	-70	-$36.6K	$323.1K
17	BURNEY CO/ exited	Shares	-95.4K	-$282.3K	$0

Filing Research | CURI - CURIOSITYSTREAM INC COM CL A Institutional Holdings