Filing Research | DOCS - DOXIMITY INC-CLASS A Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	1.0MSH	$21.7M
2	Swedbank AB	Shares	1.0MSH	$21.0M
3	RIVERBRIDGE PARTNERS LLC	Shares	281.2KSH	$5.8M
4	Y-Intercept (Hong Kong) Ltd	Shares	157.5KSH	$3.3M
5	Apella Capital, LLC	Shares	58.7KSH	$1.3M
6	Police & Firemen's Retirement System of New Jersey	Shares	60.0KSH	$1.2M
7	RFG Advisory, LLC	Shares	56.0KSH	$1.2M
8	Louisiana State Employees Retirement System	Shares	39.2KSH	$813.0K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	38.0KSH	$788.9K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	32.0KSH	$664.4K
11	KENNICOTT CAPITAL MANAGEMENT LLC	Shares	20.0KSH	$414.8K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.3KSH	$397.6K
13	SBI Securities Co., Ltd.	Shares	17.6KSH	$364.6K
14	Family Legacy Financial Solutions, LLC	Shares	17.3KSH	$357.9K
15	Cache Advisors, LLC	Shares	11.9KSH	$246.7K
16	Gallacher Capital Management LLC	Shares	11.8KSH	$244.9K
17	SECURIAN ASSET MANAGEMENT, INC	Shares	9.9KSH	$212.2K
18	Central Pacific Bank - Trust Division	Shares	7.0KSH	$144.6K
19	SBI Okasan Asset Management Co.Ltd.	Shares	5.0KSH	$103.0K
20	GAMMA Investing LLC	Shares	4.9KSH	$101.0K
21	SIGNATUREFD, LLC	Shares	3.8KSH	$79.0K
22	Farther Finance Advisors, LLC	Shares	2.0KSH	$40.7K
23	Blue Trust, Inc.	Shares	1.0KSH	$20.8K
24	TOTH FINANCIAL ADVISORY CORP	Shares	1.0KSH	$20.7K
25	Allied Private Wealth LLC	Shares	926SH	$20.1K
26	Mirae Asset Global Investments Co., Ltd.	Shares	914SH	$19.0K
27	MassMutual Private Wealth & Trust, FSB	Shares	882SH	$18.3K
28	LRI Investments, LLC	Shares	502SH	$10.4K
29	Center for Financial Planning, Inc.	Shares	480SH	$10.0K
30	IFP Advisors, Inc	Shares	453SH	$9.4K
31	EverSource Wealth Advisors, LLC	Shares	383SH	$7.9K
32	Spire Wealth Management	Shares	350SH	$7.3K
33	Owl Creek Wealth Partners LLC	Shares	305SH	$6.3K
34	VSM Wealth Advisory, LLC	Shares	300SH	$6.2K
35	Sachetta, LLC	Shares	156SH	$3.2K
36	Versant Capital Management, Inc	Shares	143SH	$3.0K
37	Aspect Partners, LLC	Shares	114SH	$2.4K
38	FARMERS & MERCHANTS INVESTMENTS INC	Shares	113SH	$2.3K
39	SJS Investment Consulting Inc.	Shares	94SH	$1.9K
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	87.4KSH	$1.8K
41	Dogwood Wealth Management LLC	Shares	85SH	$1.8K
42	Rosenberg Matthew Hamilton	Shares	84SH	$1.7K
43	True Wealth Design, LLC	Shares	71SH	$1.5K
44	AdvisorNet Financial, Inc	Shares	62SH	$1.3K
45	AMALGAMATED BANK	Shares	59.1KSH	$1.2K
46	FINANCIAL CONSULATE, INC	Shares	50SH	$1.0K
47	Torren Management, LLC	Shares	45SH	$933
48	Marquette Asset Management, LLC	Shares	44SH	$913
49	PayPay Securities Corp	Shares	44SH	$913
50	Handelsbanken Fonder AB	Shares	39.3KSH	$815

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

50 / 76 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+254.4K	+$3.2M	$21.7M
2	RFG Advisory, LLC new	Shares	+56.0K	+$1.2M	$1.2M
3	Central Pacific Bank - Trust Division added	Shares	+1.8K	+$23.6K	$144.6K
4	Mirae Asset Global Investments Co., Ltd. new	Shares	+914	+$19.0K	$19.0K
5	MassMutual Private Wealth & Trust, FSB added	Shares	+409	+$7.3K	$18.3K
6	Gallacher Capital Management LLC added	Shares	+1.5K	+$4.4K	$244.9K
7	Sachetta, LLC added	Shares	+105	+$2.0K	$3.2K
8	SJS Investment Consulting Inc. added	Shares	+71	+$1.4K	$1.9K
9	Owl Creek Wealth Partners LLC added	Shares	+75	+$967	$6.3K
10	Cromwell Holdings LLC new	Shares	+33	+$684	$684
11	TFC Financial Management, Inc. new	Shares	+30	+$623	$623
12	Aspect Partners, LLC added	Shares	+31	+$430	$2.4K
13	WOLFF WIESE MAGANA LLC new	Shares	+14	+$291	$291
14	Activest Wealth Management new	Shares	+12	+$249	$249
15	Creative Capital Management Investments LLC new	Shares	+8	+$166	$166
16	Marquette Asset Management, LLC added	Shares	+11	+$144	$913
17	Capital Advisors, Ltd. LLC exited	Shares	-13	$0	$0
18	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$3	$21
19	GHP Investment Advisors, Inc. exited	Shares	-2	-$47	$0
20	Vermillion Wealth Management, Inc. exited	Shares	-2	-$47	$0
21	Handelsbanken Fonder AB added	Shares	+2.0K	-$54	$815
22	PayPay Securities Corp added	Shares	+4	-$57	$913
23	3 FACTOR INDEXING, LLC exited	Shares	-3	-$70	$0
24	State of Alaska, Department of Revenue trimmed	Shares	-421	-$70	$481
25	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$72	$580
26	CoreCap Advisors, LLC unchanged	Shares	0	-$95	$767
27	Torren Management, LLC unchanged	Shares	0	-$116	$933
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+4.5K	-$119	$1.8K
29	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$128	$1.0K
30	Hughes Financial Services, LLC trimmed	Shares	-7	-$169	$41
31	AdvisorNet Financial, Inc trimmed	Shares	-1	-$182	$1.3K
32	Dogwood Wealth Management LLC unchanged	Shares	0	-$217	$1.8K
33	AMALGAMATED BANK trimmed	Shares	-5.0K	-$269	$1.2K
34	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$289	$2.3K
35	Quaker Wealth Management, LLC exited	Shares	-15	-$350	$0
36	Rosenberg Matthew Hamilton trimmed	Shares	-15	-$565	$1.7K
37	VSM Wealth Advisory, LLC unchanged	Shares	0	-$768	$6.2K
38	FIRST HORIZON CORP exited	Shares	-35	-$816	$0
39	Spire Wealth Management trimmed	Shares	-9	-$1.1K	$7.3K
40	Center for Financial Planning, Inc. unchanged	Shares	0	-$1.2K	$10.0K
41	Physician Wealth Advisors, Inc. exited	Shares	-60	-$1.4K	$0
42	Bogart Wealth, LLC exited	Shares	-99	-$2.3K	$0
43	Blue Trust, Inc. unchanged	Shares	0	-$2.6K	$20.8K
44	Fortitude Family Office, LLC trimmed	Shares	-183	-$4.3K	$145
45	Arlington Trust Co LLC exited	Shares	-191	-$4.5K	$0
46	True Wealth Design, LLC trimmed	Shares	-250	-$6.0K	$1.5K
47	IFP Advisors, Inc trimmed	Shares	-238	-$6.7K	$9.4K
48	LRI Investments, LLC trimmed	Shares	-280	-$7.8K	$10.4K
49	Farther Finance Advisors, LLC trimmed	Shares	-449	-$14.6K	$40.7K
50	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	-$15.7K	$103.0K

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