Filing Research | DH - DEFINITIVE HEALTHCARE CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Williams & Novak, LLC	Shares	78.6KSH	$65.3K
2	FLYWHEEL PRIVATE WEALTH LLC	Shares	67.7KSH	$56.3K
3	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	60.1KSH	$49.9K
4	Valeo Financial Advisors, LLC	Shares	51.6KSH	$42.9K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	29.3KSH	$24.4K
6	Abel Hall, LLC	Shares	15.2KSH	$12.6K
7	EverSource Wealth Advisors, LLC	Shares	2.0KSH	$1.7K
8	SBI Securities Co., Ltd.	Shares	696SH	$578
9	Farther Finance Advisors, LLC	Shares	492SH	$398
10	GAMMA Investing LLC	Shares	259SH	$215
11	True Wealth Design, LLC	Shares	246SH	$205
12	IFP Advisors, Inc	Shares	175SH	$145
13	Fortitude Family Office, LLC	Shares	69SH	$57
14	SJS Investment Consulting Inc.	Shares	43SH	$36
15	Wealth Enhancement Trust Services, Inc.	Shares	23SH	$19
16	State of Alaska, Department of Revenue	Shares	11.4KSH	$8

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

19 / 19 loaded

#		Instrument
1	Williams & Novak, LLC added	Shares	+47.9K	+$31.8K	$65.3K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.2K	+$9.2K	$24.4K
3	EverSource Wealth Advisors, LLC added	Shares	+824	+$205	$1.7K
4	Farther Finance Advisors, LLC added	Shares	+200	+$80	$398
5	Fortitude Family Office, LLC new	Shares	+69	+$57	$57
6	SJS Investment Consulting Inc. added	Shares	+40	+$32	$36
7	Wealth Enhancement Trust Services, Inc. new	Shares	+23	+$19	$19
8	State of Alaska, Department of Revenue unchanged	Shares	0	-$5	$8
9	IFP Advisors, Inc added	Shares	+45	-$15	$145
10	SBI Securities Co., Ltd. added	Shares	+193	-$41	$578
11	GAMMA Investing LLC trimmed	Shares	-62	-$180	$215
12	True Wealth Design, LLC trimmed	Shares	-93	-$212	$205
13	Physician Wealth Advisors, Inc. exited	Shares	-952	-$1.2K	$0
14	Abel Hall, LLC added	Shares	+544	-$5.4K	$12.6K
15	Police & Firemen's Retirement System of New Jersey exited	Shares	-10.4K	-$12.8K	$0
16	Valeo Financial Advisors, LLC unchanged	Shares	0	-$20.6K	$42.9K
17	BAKER TILLY WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$24.0K	$49.9K
18	FLYWHEEL PRIVATE WEALTH LLC unchanged	Shares	0	-$27.0K	$56.3K
19	Hennion & Walsh Asset Management, Inc. exited	Shares	-43.5K	-$53.5K	$0

Filing Research | DH - DEFINITIVE HEALTHCARE CORP Institutional Holdings