Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Assenagon Asset Management S.A. | $27.4M |
| 2 | MOODY ALDRICH PARTNERS LLC | $7.3M |
| 3 | PEAK FINANCIAL ADVISORS LLC | $1.9M |
| 4 | Police & Firemen's Retirement System of New Jersey | $1.4M |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $355.3K |
| 6 | PSP Research LLC | $243.7K |
| 7 | LANARK FINANCIAL, INC. | $102.3K |
| 8 | FIRST HORIZON CORP | $39.9K |
| 9 | LRI Investments, LLC | $32.2K |
| 10 | GAMMA Investing LLC | $29.6K |
| 11 | SIGNATUREFD, LLC | $7.8K |
| 12 | Grove Bank & Trust | $5.9K |
| 13 | Farther Finance Advisors, LLC | $3.5K |
| 14 | EverSource Wealth Advisors, LLC | $3.3K |
| 15 | Fortitude Family Office, LLC | $2.2K |
| 16 | Handelsbanken Fonder AB | $1.5K |
| 17 | EASTERN BANK | $975 |
| 18 | MassMutual Private Wealth & Trust, FSB | $390 |
| 19 | Hughes Financial Services, LLC | $292 |
| 20 | SBI Securities Co., Ltd. | $97 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$27.4M | |
| 2 | +$1.9M | |
| 3 | +$542.2K | |
| 4 | +$375.1K | |
| 5 | +$355.3K | |
| 6 | +$64.0K | |
| 7 | +$8.0K | |
| 8 | +$7.7K | |
| 9 | +$1.5K | |
| 10 | +$995 | |
| 11 | +$975 | |
| 12 | +$879 | |
| 13 | +$815 | |
| 14 | +$634 | |
| 15 | +$390 | |
| 16 | -$128 | |
| 17 | -$1.7K | |
| 18 | -$2.6K | |
| 19 | -$6.9K | |
| 20 | -$175.9K | |
| 21 | -$637.8K |