Filing Research | DOMO - DOMO INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Rockwood Wealth Management, LLC	Shares	54.2KSH	$169.7K
2	Merit Financial Group, LLC	Shares	14.5KSH	$45.4K
3	Crewe Advisors LLC	Shares	12.8KSH	$40.1K
4	Police & Firemen's Retirement System of New Jersey	Shares	8.5KSH	$26.8K
5	SBI Securities Co., Ltd.	Shares	2.1KSH	$6.7K
6	EverSource Wealth Advisors, LLC	Shares	737SH	$2.3K
7	MassMutual Private Wealth & Trust, FSB	Shares	561SH	$1.8K
8	Fortitude Family Office, LLC	Shares	285SH	$892
9	Farther Finance Advisors, LLC	Shares	278SH	$862
10	Physician Wealth Advisors, Inc.	Shares	155SH	$486
11	Blue Trust, Inc.	Shares	143SH	$448
12	Ritter Daniher Financial Advisory LLC / DE	Shares	50SH	$157
13	IFP Advisors, Inc	Shares	23SH	$72
14	SJS Investment Consulting Inc.	Shares	12SH	$38
15	Wealth Enhancement Trust Services, Inc.	Shares	4SH	$13
16	State of Alaska, Department of Revenue	Shares	1.6KSH	$4

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

19 / 19 loaded

#		Instrument
1	Merit Financial Group, LLC added	Shares	+1.4K	+$5.2K	$45.4K
2	Rockwood Wealth Management, LLC trimmed	Shares	-1	+$3.8K	$169.7K
3	MassMutual Private Wealth & Trust, FSB added	Shares	+462	+$1.5K	$1.8K
4	Crewe Advisors LLC unchanged	Shares	0	+$896	$40.1K
5	Fortitude Family Office, LLC new	Shares	+285	+$892	$892
6	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$598	$26.8K
7	Physician Wealth Advisors, Inc. new	Shares	+155	+$486	$486
8	SBI Securities Co., Ltd. added	Shares	+13	+$190	$6.7K
9	Ritter Daniher Financial Advisory LLC / DE new	Shares	+50	+$157	$157
10	SJS Investment Consulting Inc. new	Shares	+12	+$38	$38
11	IFP Advisors, Inc added	Shares	+8	+$26	$72
12	Wealth Enhancement Trust Services, Inc. new	Shares	+4	+$13	$13
13	Blue Trust, Inc. unchanged	Shares	0	+$10	$448
14	State of Alaska, Department of Revenue unchanged	Shares	0	$0	$4
15	Farther Finance Advisors, LLC trimmed	Shares	-194	-$492	$862
16	EverSource Wealth Advisors, LLC trimmed	Shares	-246	-$700	$2.3K
17	GAMMA Investing LLC exited	Shares	-386	-$1.2K	$0
18	Versant Capital Management, Inc exited	Shares	-1.0K	-$3.1K	$0
19	Global Wealth Strategies & Associates exited	Shares	-3.3K	-$10.0K	$0

Filing Research | DOMO - DOMO INC Institutional Holdings