Filing Research | EXFY - EXPENSIFY INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	55.4KSH	$104.6K
2	Williams & Novak, LLC	Shares	53.6KSH	$96.0K
3	Merit Financial Group, LLC	Shares	23.2KSH	$41.5K
4	LAVELLE CAPITAL LP	Shares	20.0KSH	$35.8K
5	EverSource Wealth Advisors, LLC	Shares	4.3KSH	$7.6K
6	SBI Securities Co., Ltd.	Shares	895SH	$1.6K
7	True Wealth Design, LLC	Shares	752SH	$1.3K
8	Farther Finance Advisors, LLC	Shares	701SH	$1.2K
9	IFP Advisors, Inc	Shares	486SH	$870
10	Fortitude Family Office, LLC	Shares	179SH	$320
11	SJS Investment Consulting Inc.	Shares	97SH	$174
12	BFSG, LLC	Shares	16SH	$29
13	State of Alaska, Department of Revenue	Shares	8.6KSH	$15

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

14 / 14 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+38.0K	+$89.0K	$104.6K
2	Williams & Novak, LLC trimmed	Shares	-10.6K	+$40.0K	$96.0K
3	Merit Financial Group, LLC added	Shares	+11.0K	+$30.9K	$41.5K
4	LAVELLE CAPITAL LP unchanged	Shares	0	+$18.4K	$35.8K
5	EverSource Wealth Advisors, LLC added	Shares	+2.4K	+$6.0K	$7.6K
6	True Wealth Design, LLC added	Shares	+718	+$1.3K	$1.3K
7	Farther Finance Advisors, LLC new	Shares	+701	+$1.2K	$1.2K
8	SBI Securities Co., Ltd. added	Shares	+134	+$940	$1.6K
9	IFP Advisors, Inc added	Shares	+204	+$625	$870
10	Fortitude Family Office, LLC new	Shares	+179	+$320	$320
11	SJS Investment Consulting Inc. added	Shares	+75	+$154	$174
12	BFSG, LLC new	Shares	+16	+$29	$29
13	State of Alaska, Department of Revenue unchanged	Shares	0	+$8	$15
14	Police & Firemen's Retirement System of New Jersey exited	Shares	-12.4K	-$10.8K	$0

Filing Research | EXFY - EXPENSIFY INC Institutional Holdings