Filing Research | EDIT - EDITAS MEDICINE INC Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	92.1KSH	$300.2K
2	China Universal Asset Management Co., Ltd.	Shares	44.4KSH	$143.9K
3	Police & Firemen's Retirement System of New Jersey	Shares	33.9KSH	$109.7K
4	Thrive Wealth Management, LLC	Shares	33.5KSH	$108.5K
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	31.2KSH	$102.4K
6	DLK Investment Management, LLC	Shares	17.7KSH	$82.7K
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	20.4KSH	$66.1K
8	Abel Hall, LLC	Shares	14.7KSH	$47.6K
9	Aries Wealth Management	Shares	12.5KSH	$40.5K
10	Merit Financial Group, LLC	Shares	11.6KSH	$37.5K
11	Valeo Financial Advisors, LLC	Shares	10.0KSH	$32.5K
12	Mirae Asset Global Investments Co., Ltd.	Shares	6.9KSH	$22.2K
13	Activest Wealth Management	Shares	4.0KSH	$13.0K
14	SBI Securities Co., Ltd.	Shares	3.3KSH	$10.7K
15	Owl Creek Wealth Partners LLC	Shares	2.4KSH	$7.7K
16	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$4.3K
17	SIGNATUREFD, LLC	Shares	1.3KSH	$4.2K
18	GAMMA Investing LLC	Shares	1.3KSH	$4.2K
19	Tradewinds Capital Management, LLC	Shares	700SH	$2.3K
20	Farther Finance Advisors, LLC	Shares	653SH	$2.1K
21	Physician Wealth Advisors, Inc.	Shares	649SH	$2.1K
22	Fortitude Family Office, LLC	Shares	600SH	$1.9K
23	MassMutual Private Wealth & Trust, FSB	Shares	530SH	$1.7K
24	IFP Advisors, Inc	Shares	506SH	$1.6K
25	TRUST CO OF TOLEDO NA /OH/	Shares	500SH	$1.6K
26	True Wealth Design, LLC	Shares	412SH	$1.3K
27	SJS Investment Consulting Inc.	Shares	360SH	$1.2K
28	HM PAYSON & CO	Shares	210SH	$681
29	Versant Capital Management, Inc	Shares	100SH	$324
30	Key FInancial Inc	Shares	75SH	$243
31	Center for Financial Planning, Inc.	Shares	50SH	$162
32	EVOLUTION WEALTH MANAGEMENT INC.	Shares	50SH	$162
33	Essential Investment Partners LLC	Shares	20SH	$65
34	CoreCap Advisors, LLC	Shares	15SH	$49
35	Financial Perspectives, Inc	Shares	6SH	$19

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

39 / 39 loaded

#		Instrument
1	China Universal Asset Management Co., Ltd. added	Shares	+27.1K	+$101.1K	$143.9K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.7K	+$64.3K	$300.2K
3	DLK Investment Management, LLC added	Shares	+1.1K	+$41.6K	$82.7K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$26.1K	$109.7K
5	Thrive Wealth Management, LLC unchanged	Shares	0	+$25.8K	$108.5K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+250	+$21.6K	$102.4K
7	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	+$15.7K	$66.1K
8	Abel Hall, LLC added	Shares	+260	+$12.0K	$47.6K
9	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.8K	+$9.7K	$22.2K
10	Aries Wealth Management unchanged	Shares	0	+$9.6K	$40.5K
11	Merit Financial Group, LLC trimmed	Shares	-10	+$8.9K	$37.5K
12	Valeo Financial Advisors, LLC unchanged	Shares	0	+$7.7K	$32.5K
13	SBI Securities Co., Ltd. added	Shares	+375	+$3.5K	$10.7K
14	Activest Wealth Management unchanged	Shares	0	+$3.1K	$13.0K
15	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$1.8K	$7.7K
16	GAMMA Investing LLC added	Shares	+82	+$1.2K	$4.2K
17	SJS Investment Consulting Inc. added	Shares	+318	+$1.1K	$1.2K
18	SIGNATUREFD, LLC trimmed	Shares	-140	+$655	$4.2K
19	IFP Advisors, Inc added	Shares	+99	+$634	$1.6K
20	Tradewinds Capital Management, LLC unchanged	Shares	0	+$539	$2.3K
21	True Wealth Design, LLC added	Shares	+80	+$514	$1.3K
22	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$499	$2.1K
23	Fortitude Family Office, LLC unchanged	Shares	0	+$462	$1.9K
24	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$408	$1.7K
25	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$385	$1.6K
26	HM PAYSON & CO unchanged	Shares	0	+$162	$681
27	Versant Capital Management, Inc unchanged	Shares	0	+$77	$324
28	Key FInancial Inc unchanged	Shares	0	+$58	$243
29	Center for Financial Planning, Inc. unchanged	Shares	0	+$38	$162
30	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$38	$162
31	Essential Investment Partners LLC unchanged	Shares	0	+$16	$65
32	CoreCap Advisors, LLC unchanged	Shares	0	+$12	$49
33	Financial Perspectives, Inc unchanged	Shares	0	+$4	$19
34	Global Wealth Strategies & Associates exited	Shares	-35	-$86	$0
35	Sound Income Strategies, LLC exited	Shares	-150	-$392	$0
36	EverSource Wealth Advisors, LLC trimmed	Shares	-738	-$790	$4.3K
37	Farther Finance Advisors, LLC trimmed	Shares	-1.0K	-$2.2K	$2.1K
38	Blue Trust, Inc. exited	Shares	-1.6K	-$4.0K	$0
39	Hennion & Walsh Asset Management, Inc. exited	Shares	-263.1K	-$649.8K	$0