Filing Research | FIG - FIGMA INC Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	Exane Asset Management	Shares	430.6KSH	$8.9M
2	Swedbank AB	Shares	436.6KSH	$7.9M
3	a16z Perennial Management, L.P.	Shares	407.3KSH	$7.4M
4	Mirae Asset Global Investments Co., Ltd.	Shares	150.8KSH	$2.7M
5	Taylor Frigon Capital Management LLC	Shares	116.6KSH	$2.1M
6	Police & Firemen's Retirement System of New Jersey	Shares	95.9KSH	$1.7M
7	FIDUCIARY FINANCIAL GROUP, LLC	Shares	72.9KSH	$1.3M
8	Embree Financial Group	Shares	62.3KSH	$1.1M
9	Prospera Financial Services Inc	Shares	53.9KSH	$975.6K
10	Mayflower Financial Advisors, LLC	Shares	46.1KSH	$834.8K
11	Harbour Capital Advisors, LLC	Shares	38.6KSH	$815.3K
12	Fluent Financial, LLC	Shares	42.3KSH	$765.5K
13	Capstone Capital Management Ltd	Shares	30.8KSH	$557.5K
14	SIGNATUREFD, LLC	Shares	27.4KSH	$496.3K
15	MATAURO, LLC	Shares	25.5KSH	$461.1K
16	SBI Securities Co., Ltd.	Shares	21.2KSH	$383.6K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.2KSH	$341.1K
18	RFG Advisory, LLC	Shares	18.6KSH	$336.9K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	15.6KSH	$304.5K
20	Lunate Capital Ltd	Shares	13.3KSH	$240.4K
21	D.A. DAVIDSON & CO.	Shares	13.2KSH	$238.6K
22	Seelaus Asset Management LLC	Shares	11.4KSH	$206.8K
23	Valeo Financial Advisors, LLC	Shares	11.2KSH	$203.4K
24	Fiduciary Alliance LLC	Shares	10.9KSH	$196.3K
25	VERITY Wealth Advisors	Shares	10.0KSH	$180.9K
26	LANARK FINANCIAL, INC.	Shares	5.5KSH	$98.9K
27	IFP Advisors, Inc	Shares	4.3KSH	$78.3K
28	Activest Wealth Management	Shares	2.0KSH	$36.2K
29	GAMMA Investing LLC	Shares	1.1KSH	$20.1K
30	Owl Creek Wealth Partners LLC	Shares	920SH	$16.6K
31	SOA Wealth Advisors, LLC.	Shares	900SH	$16.3K
32	Financial Perspectives, Inc	Shares	755SH	$13.7K
33	HHM Wealth Advisors, LLC	Shares	705SH	$12.8K
34	Farther Finance Advisors, LLC	Shares	610SH	$11.0K
35	Beaird Harris Wealth Management, LLC	Shares	560SH	$10.1K
36	Kings Path Partners LLC	Shares	500SH	$9.0K
37	MassMutual Private Wealth & Trust, FSB	Shares	318SH	$5.8K
38	Lodestone Wealth Management LLC	Shares	300SH	$5.4K
39	Triumph Capital Management	Shares	235SH	$4.3K
40	AdvisorNet Financial, Inc	CALL	200SH	$3.6K
41	Atlatl Advisers LLC	Shares	190SH	$3.4K
42	HARBOR INVESTMENT ADVISORY, LLC	Shares	150SH	$2.7K
43	EverSource Wealth Advisors, LLC	Shares	148SH	$2.7K
44	Physician Wealth Advisors, Inc.	Shares	130SH	$2.4K
45	CoreCap Advisors, LLC	Shares	122SH	$2.2K
46	Financial Management Professionals, Inc.	Shares	112SH	$2.0K
47	HM PAYSON & CO	Shares	100SH	$1.8K
48	Marquette Asset Management, LLC	Shares	93SH	$1.7K
49	PFS Partners, LLC	Shares	92SH	$1.7K
50	Bogart Wealth, LLC	Shares	79SH	$1.4K

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

50 / 68 loaded

#		Instrument
1	Exane Asset Management new	Shares	+430.6K	+$8.9M	$8.9M
2	Swedbank AB new	Shares	+436.6K	+$7.9M	$7.9M
3	a16z Perennial Management, L.P. new	Shares	+407.3K	+$7.4M	$7.4M
4	Taylor Frigon Capital Management LLC new	Shares	+116.6K	+$2.1M	$2.1M
5	Police & Firemen's Retirement System of New Jersey new	Shares	+95.9K	+$1.7M	$1.7M
6	Mayflower Financial Advisors, LLC new	Shares	+46.1K	+$834.8K	$834.8K
7	Fluent Financial, LLC new	Shares	+42.3K	+$765.5K	$765.5K
8	Capstone Capital Management Ltd new	Shares	+30.8K	+$557.5K	$557.5K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+16.2K	+$341.1K	$341.1K
10	Prospera Financial Services Inc added	Shares	+22.1K	+$303.2K	$975.6K
11	Lunate Capital Ltd new	Shares	+13.3K	+$240.4K	$240.4K
12	Seelaus Asset Management LLC new	Shares	+11.4K	+$206.8K	$206.8K
13	Valeo Financial Advisors, LLC new	Shares	+11.2K	+$203.4K	$203.4K
14	Fiduciary Alliance LLC new	Shares	+10.9K	+$196.3K	$196.3K
15	LANARK FINANCIAL, INC. new	Shares	+5.5K	+$98.9K	$98.9K
16	Harbour Capital Advisors, LLC trimmed	Shares	-265	+$69.8K	$815.3K
17	IFP Advisors, Inc added	Shares	+2.8K	+$45.1K	$78.3K
18	Activest Wealth Management added	Shares	+2.0K	+$36.2K	$36.2K
19	GAMMA Investing LLC added	Shares	+1.1K	+$19.7K	$20.1K
20	RFG Advisory, LLC added	Shares	+3.5K	+$17.7K	$336.9K
21	Owl Creek Wealth Partners LLC new	Shares	+920	+$16.6K	$16.6K
22	Beaird Harris Wealth Management, LLC new	Shares	+560	+$10.1K	$10.1K
23	Kings Path Partners LLC added	Shares	+400	+$5.3K	$9.0K
24	Triumph Capital Management new	Shares	+235	+$4.3K	$4.3K
25	Atlatl Advisers LLC new	Shares	+190	+$3.4K	$3.4K
26	Physician Wealth Advisors, Inc. added	Shares	+80	+$1.3K	$2.4K
27	Horrell Capital Management, Inc. new	Shares	+18	+$1.0K	$1.0K
28	Cromwell Holdings LLC new	Shares	+53	+$959	$959
29	LifeSteps Financial, Inc. new	Shares	+53	+$959	$959
30	EverSource Wealth Advisors, LLC added	Shares	+58	+$776	$2.7K
31	MassMutual Private Wealth & Trust, FSB added	Shares	+68	+$468	$5.8K
32	Arlington Trust Co LLC new	Shares	+20	+$362	$362
33	Bogart Wealth, LLC added	Shares	+20	+$182	$1.4K
34	3 FACTOR INDEXING, LLC new	Shares	+5	+$91	$91
35	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$82	$489
36	Tradewinds Capital Management, LLC exited	Shares	-9	-$191	$0
37	JNBA Financial Advisors exited	Shares	-10	-$212	$0
38	PFS Partners, LLC unchanged	Shares	0	-$280	$1.7K
39	Marquette Asset Management, LLC unchanged	Shares	0	-$284	$1.7K
40	HM PAYSON & CO unchanged	Shares	0	-$305	$1.8K
41	Financial Management Professionals, Inc. unchanged	Shares	0	-$342	$2.0K
42	AdvisorNet Financial, Inc unchanged	CALL	0	-$610	$3.6K
43	Rachor Investment Advisory Services, LLC exited	Shares	-31	-$656	$0
44	Farther Finance Advisors, LLC added	Shares	+35	-$702	$11.0K
45	CoreCap Advisors, LLC trimmed	Shares	-16	-$710	$2.2K
46	Lodestone Wealth Management LLC unchanged	Shares	0	-$915	$5.4K
47	SJS Investment Consulting Inc. exited	Shares	-44	-$931	$0
48	HARBOR INVESTMENT ADVISORY, LLC trimmed	Shares	-50	-$1.5K	$2.7K
49	HHM Wealth Advisors, LLC unchanged	Shares	0	-$2.1K	$12.8K
50	Financial Perspectives, Inc unchanged	Shares	0	-$2.3K	$13.7K

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