Filing Research | EGHT - 8X8 INC NEW Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	Mayflower Financial Advisors, LLC	Shares	384.6KSH	$657.7K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	93.2KSH	$161.4K
3	Police & Firemen's Retirement System of New Jersey	Shares	41.4KSH	$70.7K
4	Williams & Novak, LLC	Shares	22.6KSH	$38.6K
5	NorthCrest Asset Manangement, LLC	Shares	14.4KSH	$29.7K
6	DAVENPORT & Co LLC	Shares	16.2KSH	$27.6K
7	Merit Financial Group, LLC	Shares	15.5KSH	$26.4K
8	Diversified Trust Co	Shares	14.3KSH	$24.4K
9	Farther Finance Advisors, LLC	Shares	9.4KSH	$16.1K
10	EverSource Wealth Advisors, LLC	Shares	8.7KSH	$15.0K
11	IFP Advisors, Inc	Shares	947SH	$1.6K
12	Fortitude Family Office, LLC	Shares	385SH	$658
13	SBI Securities Co., Ltd.	Shares	375SH	$641
14	Wealth Enhancement Trust Services, Inc.	Shares	266SH	$455
15	SJS Investment Consulting Inc.	Shares	202SH	$346
16	True Wealth Design, LLC	Shares	191SH	$327
17	Morton Brown Family Wealth, LLC	Shares	100SH	$171

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

19 / 19 loaded

#		Instrument
1	Mayflower Financial Advisors, LLC trimmed	Shares	-5.0K	+$10.9K	$657.7K
2	NorthCrest Asset Manangement, LLC added	Shares	+907	+$6.2K	$29.7K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$2.1K	$70.7K
4	DAVENPORT & Co LLC unchanged	Shares	0	+$809	$27.6K
5	Diversified Trust Co unchanged	Shares	0	+$714	$24.4K
6	Fortitude Family Office, LLC new	Shares	+385	+$658	$658
7	Wealth Enhancement Trust Services, Inc. new	Shares	+266	+$455	$455
8	SBI Securities Co., Ltd. added	Shares	+185	+$326	$641
9	SJS Investment Consulting Inc. added	Shares	+9	+$25	$346
10	Morton Brown Family Wealth, LLC unchanged	Shares	0	+$5	$171
11	IFP Advisors, Inc trimmed	Shares	-123	-$157	$1.6K
12	EverSource Wealth Advisors, LLC trimmed	Shares	-416	-$252	$15.0K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-13.4K	-$685	$161.4K
14	True Wealth Design, LLC trimmed	Shares	-658	-$1.1K	$327
15	Farther Finance Advisors, LLC trimmed	Shares	-1.1K	-$2.2K	$16.1K
16	Williams & Novak, LLC trimmed	Shares	-6.3K	-$11.6K	$38.6K
17	Merit Financial Group, LLC trimmed	Shares	-12.8K	-$20.5K	$26.4K
18	Sequoia Financial Advisors, LLC exited	Shares	-15.3K	-$25.5K	$0
19	Abacus Wealth Partners, LLC exited	Shares	-22.8K	-$37.8K	$0

Filing Research | EGHT - 8X8 INC NEW Institutional Holdings