Filing Research | EVGO - EVGO INC Institutional Holdings

Snapshot holdings

24 / 24 loaded

#		Instrument	quantity
1	Abel Hall, LLC	Shares	47.7KSH	$91.2K
2	Police & Firemen's Retirement System of New Jersey	Shares	36.7KSH	$70.1K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	34.9KSH	$63.2K
4	J.W. COLE ADVISORS, INC.	Shares	20.8KSH	$39.7K
5	Sage Investment Advisers LLC	Shares	11.2KSH	$21.4K
6	Presidio Capital Management, LLC	Shares	10.0KSH	$19.1K
7	Community Financial Services Group, LLC	Shares	3.0KSH	$5.7K
8	SBI Securities Co., Ltd.	Shares	2.7KSH	$5.1K
9	Golden State Wealth Management, LLC	Shares	2.5KSH	$4.8K
10	EverSource Wealth Advisors, LLC	Shares	1.7KSH	$3.3K
11	Fortitude Family Office, LLC	Shares	965SH	$1.8K
12	Farther Finance Advisors, LLC	Shares	954SH	$1.8K
13	GAMMA Investing LLC	Shares	637SH	$1.2K
14	SJS Investment Consulting Inc.	Shares	537SH	$1.0K
15	IFP Advisors, Inc	Shares	414SH	$791
16	1620 INVESTMENT ADVISORS, INC.	Shares	200SH	$382
17	CoreCap Advisors, LLC	Shares	200SH	$382
18	JNBA Financial Advisors	Shares	200SH	$382
19	True Wealth Design, LLC	Shares	167SH	$319
20	LANARK FINANCIAL, INC.	Shares	100SH	$191
21	MB, LEVIS & ASSOCIATES, LLC	Shares	100SH	$191
22	SALEM INVESTMENT COUNSELORS INC	Shares	22SH	$43
23	Triumph Capital Management	Shares	17SH	$32
24	Center for Financial Planning, Inc.	Shares	2SH	$4

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

32 / 32 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+18.2K	+$34.7K	$63.2K
2	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$7.0K	$70.1K
3	Abel Hall, LLC trimmed	Shares	-3.0K	+$3.9K	$91.2K
4	Presidio Capital Management, LLC unchanged	Shares	0	+$1.9K	$19.1K
5	Fortitude Family Office, LLC new	Shares	+965	+$1.8K	$1.8K
6	Sage Investment Advisers LLC unchanged	Shares	0	+$1.6K	$21.4K
7	Farther Finance Advisors, LLC added	Shares	+678	+$1.3K	$1.8K
8	SJS Investment Consulting Inc. new	Shares	+537	+$1.0K	$1.0K
9	SBI Securities Co., Ltd. added	Shares	+39	+$571	$5.1K
10	J.W. COLE ADVISORS, INC. trimmed	Shares	-2.0K	+$507	$39.7K
11	Golden State Wealth Management, LLC unchanged	Shares	0	+$475	$4.8K
12	Community Financial Services Group, LLC unchanged	Shares	0	+$360	$5.7K
13	True Wealth Design, LLC added	Shares	+100	+$203	$319
14	GAMMA Investing LLC unchanged	Shares	0	+$121	$1.2K
15	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$38	$382
16	CoreCap Advisors, LLC unchanged	Shares	0	+$38	$382
17	JNBA Financial Advisors unchanged	Shares	0	+$38	$382
18	LANARK FINANCIAL, INC. unchanged	Shares	0	+$19	$191
19	MB, LEVIS & ASSOCIATES, LLC unchanged	Shares	0	+$19	$191
20	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$5	$43
21	Triumph Capital Management unchanged	Shares	0	+$3	$32
22	Center for Financial Planning, Inc. unchanged	Shares	0	$0	$4
23	Wilkerson Advisory Group LLC exited	Shares	-4	-$7	$0
24	PFS Partners, LLC exited	Shares	-17	-$30	$0
25	IFP Advisors, Inc trimmed	Shares	-82	-$62	$791
26	Dakota Community Bank & Trust NA exited	Shares	-95	-$163	$0
27	EverSource Wealth Advisors, LLC trimmed	Shares	-314	-$207	$3.3K
28	Robinswood Financial LLC exited	Shares	-250	-$430	$0
29	SIGNATUREFD, LLC exited	Shares	-307	-$528	$0
30	Sound Income Strategies, LLC exited	Shares	-1.0K	-$1.8K	$0
31	Abacus Wealth Partners, LLC exited	Shares	-17.3K	-$29.7K	$0
32	Y-Intercept (Hong Kong) Ltd exited	Shares	-34.7K	-$59.7K	$0