Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | Artemis Investment Management LLP | $78.5M |
| 2 | Rathbones Group PLC | $3.0M |
| 3 | Mraz, Amerine & Associates, Inc. | $2.3M |
| 4 | Skylands Capital, LLC | $2.2M |
| 5 | Y-Intercept (Hong Kong) Ltd | $326.7K |
| 6 | Police & Firemen's Retirement System of New Jersey | $300.8K |
| 7 | Redhawk Wealth Advisors, Inc. | $258.9K |
| 8 | VIKING FUND MANAGEMENT LLC | $207.9K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $198.9K |
| 10 | Southern Financial Group, LLC | $194.4K |
| 11 | Olympiad Research LP | $163.6K |
| 12 | FLAGSHIP HARBOR ADVISORS, LLC | $143.4K |
| 13 | Oakworth Capital, Inc. | $69.3K |
| 14 | Versant Capital Management, Inc | $68.0K |
| 15 | SIGNATUREFD, LLC | $43.3K |
| 16 | KERR FINANCIAL PLANNING Corp | $13.9K |
| 17 | EverSource Wealth Advisors, LLC | $13.6K |
| 18 | Farther Finance Advisors, LLC | $8.3K |
| 19 | Premier Fund Managers Ltd | $8.1K |
| 20 | SBI Securities Co., Ltd. | $7.3K |
| 21 | IFP Advisors, Inc | $5.5K |
| 22 | GAMMA Investing LLC | $4.9K |
| 23 | MassMutual Private Wealth & Trust, FSB | $3.2K |
| 24 | True Wealth Design, LLC | $1.2K |
| 25 | GHP Investment Advisors, Inc. | $444 |
| 26 | State of Alaska, Department of Revenue | $163 |
| 27 | FINANCIAL CONSULATE, INC | $139 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$326.7K | |
| 3 | +$258.9K | |
| 4 | +$163.6K | |
| 5 | +$69.3K | |
| 6 | +$39.2K | |
| 7 | +$21.9K | |
| 8 | +$13.9K | |
| 9 | +$4.6K | |
| 10 | -$36 | |
| 11 | -$42 | |
| 12 | -$115 | |
| 13 | -$688 | |
| 14 | -$826 | |
| 15 | -$1.1K | |
| 16 | -$2.0K | |
| 17 | -$2.8K | |
| 18 | -$5.1K | |
| 19 | -$8.5K | |
| 20 | -$15.4K | |
| 21 | -$16.5K | |
| 22 | -$17.4K | |
| 23 | -$53.7K | |
| 24 | -$108.8K | |
| 25 | -$305.1K | |
| 26 | -$394.2K | |
| 27 | -$599.5K | |
| 28 | -$5.3M | |
| 29 | -$18.1M |