Filing Research | EVEX - EVE HLDG INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	68.8KSH	$139.9K
2	Police & Firemen's Retirement System of New Jersey	Shares	24.2KSH	$60.7K
3	Merit Financial Group, LLC	Shares	20.2KSH	$50.7K
4	Abel Hall, LLC	Shares	12.8KSH	$32.2K
5	B. Riley Wealth Advisors, Inc.	Shares	11.8KSH	$28.8K
6	Themes Management Co LLC	Shares	11.3KSH	$28.3K
7	NorthCrest Asset Manangement, LLC	Shares	10.9KSH	$26.5K
8	Sequoia Financial Advisors, LLC	Shares	10.1KSH	$25.3K
9	EverSource Wealth Advisors, LLC	Shares	3.6KSH	$8.9K
10	Farther Finance Advisors, LLC	Shares	1.7KSH	$4.3K
11	SBI Securities Co., Ltd.	Shares	1.2KSH	$3.1K
12	True Wealth Design, LLC	Shares	515SH	$1.3K
13	IFP Advisors, Inc	Shares	459SH	$1.2K
14	GAMMA Investing LLC	Shares	396SH	$994
15	Fortitude Family Office, LLC	Shares	246SH	$617
16	SJS Investment Consulting Inc.	Shares	235SH	$590
17	Wealth Enhancement Trust Services, Inc.	Shares	227SH	$570
18	Canal Insurance CO	Shares	31.9KSH	$80

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

19 / 19 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+48.2K	+$85.5K	$139.9K
2	Merit Financial Group, LLC new	Shares	+20.2K	+$50.7K	$50.7K
3	NorthCrest Asset Manangement, LLC new	Shares	+10.9K	+$26.5K	$26.5K
4	Sequoia Financial Advisors, LLC new	Shares	+10.1K	+$25.3K	$25.3K
5	Abel Hall, LLC added	Shares	+2.5K	+$6.5K	$32.2K
6	EverSource Wealth Advisors, LLC added	Shares	+2.2K	+$5.5K	$8.9K
7	B. Riley Wealth Advisors, Inc. added	Shares	+1.0K	+$3.1K	$28.8K
8	Farther Finance Advisors, LLC added	Shares	+1.1K	+$2.8K	$4.3K
9	True Wealth Design, LLC added	Shares	+460	+$1.2K	$1.3K
10	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$726	$60.7K
11	IFP Advisors, Inc added	Shares	+277	+$701	$1.2K
12	Fortitude Family Office, LLC new	Shares	+246	+$617	$617
13	Wealth Enhancement Trust Services, Inc. new	Shares	+227	+$570	$570
14	SJS Investment Consulting Inc. added	Shares	+202	+$508	$590
15	SBI Securities Co., Ltd. added	Shares	+101	+$288	$3.1K
16	Canal Insurance CO unchanged	Shares	0	+$1	$80
17	GAMMA Investing LLC trimmed	Shares	-116	-$276	$994
18	Themes Management Co LLC trimmed	Shares	-720	-$1.4K	$28.3K
19	DELTEC ASSET MANAGEMENT LLC exited	Shares	-13.5K	-$33.5K	$0

Filing Research | EVEX - EVE HLDG INC Institutional Holdings