Filing Research | EGAN - EGAIN CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Linden Thomas Advisory Services, LLC	Shares	32.1KSH	$202.5K
2	Assenagon Asset Management S.A.	Shares	18.4KSH	$116.2K
3	Police & Firemen's Retirement System of New Jersey	Shares	7.2KSH	$45.4K
4	TOTH FINANCIAL ADVISORY CORP	Shares	3.0KSH	$18.9K
5	Triumph Capital Management	Shares	1.5KSH	$9.5K
6	EverSource Wealth Advisors, LLC	Shares	660SH	$4.2K
7	SOA Wealth Advisors, LLC.	Shares	500SH	$3.1K
8	SBI Securities Co., Ltd.	Shares	230SH	$1.4K
9	Farther Finance Advisors, LLC	Shares	112SH	$706
10	IFP Advisors, Inc	Shares	1SH	$6

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

12 / 12 loaded

#		Instrument
1	EverSource Wealth Advisors, LLC added	Shares	+609	+$3.8K	$4.2K
2	TOTH FINANCIAL ADVISORY CORP added	Shares	+1.0K	+$3.1K	$18.9K
3	SBI Securities Co., Ltd. new	Shares	+230	+$1.4K	$1.4K
4	Farther Finance Advisors, LLC added	Shares	+106	+$659	$706
5	True Wealth Design, LLC exited	Shares	-13	-$103	$0
6	IFP Advisors, Inc trimmed	Shares	-20	-$160	$6
7	GAMMA Investing LLC exited	Shares	-80	-$631	$0
8	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$795	$3.1K
9	Triumph Capital Management unchanged	Shares	0	-$2.4K	$9.5K
10	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$11.5K	$45.4K
11	Assenagon Asset Management S.A. unchanged	Shares	0	-$29.3K	$116.2K
12	Linden Thomas Advisory Services, LLC trimmed	Shares	-273	-$53.2K	$202.5K

Filing Research | EGAN - EGAIN CORP Institutional Holdings