Filing Research | FET - FORUM ENERGY TECHNOLOGIES IN Institutional Holdings

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	39.4KSH	$2.0M
2	Police & Firemen's Retirement System of New Jersey	Shares	3.7KSH	$184.4K
3	IFP Advisors, Inc	Shares	1.3KSH	$64.7K
4	EverSource Wealth Advisors, LLC	Shares	657SH	$33.0K
5	GAMMA Investing LLC	Shares	477SH	$24.0K
6	Farther Finance Advisors, LLC	Shares	270SH	$13.5K
7	Carolina Wealth Advisors, LLC	Shares	133SH	$6.7K
8	SIGNATUREFD, LLC	Shares	36SH	$1.8K
9	MassMutual Private Wealth & Trust, FSB	Shares	24SH	$1.2K
10	SJS Investment Consulting Inc.	Shares	19SH	$955
11	Dogwood Wealth Management LLC	Shares	19SH	$954

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

20 / 20 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+30.7K	+$1.5M	$2.0M
2	Police & Firemen's Retirement System of New Jersey added	Shares	+923	+$23.2K	$184.4K
3	IFP Advisors, Inc added	Shares	+246	+$3.6K	$64.7K
4	Farther Finance Advisors, LLC added	Shares	+98	+$3.5K	$13.5K
5	Carolina Wealth Advisors, LLC added	Shares	+40	+$1.2K	$6.7K
6	MassMutual Private Wealth & Trust, FSB new	Shares	+24	+$1.2K	$1.2K
7	SIGNATUREFD, LLC added	Shares	+5	-$10	$1.8K
8	NEW YORK STATE TEACHERS RETIREMENT SYSTEM exited	Shares	-1.0K	-$59	$0
9	SBI Securities Co., Ltd. exited	Shares	-1	-$59	$0
10	True Wealth Design, LLC exited	Shares	-2	-$118	$0
11	Dogwood Wealth Management LLC unchanged	Shares	0	-$161	$954
12	SJS Investment Consulting Inc. trimmed	Shares	-4	-$395	$955
13	GAMMA Investing LLC added	Shares	+33	-$2.1K	$24.0K
14	EverSource Wealth Advisors, LLC added	Shares	+47	-$2.8K	$33.0K
15	Torren Management, LLC exited	Shares	-120	-$7.0K	$0
16	CFG Wealth Management Services, Inc. exited	Shares	-1.4K	-$79.2K	$0
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-3.5K	-$206.8K	$0
18	Abacus Wealth Partners, LLC exited	Shares	-4.2K	-$245.9K	$0
19	Spire Wealth Management exited	Shares	-11.0K	-$646.1K	$0
20	INDEPENDENT FINANCIAL GROUP, LLC exited	Shares	-30.5K	-$1.8M	$0