Filing Research | FIGR - FIGURE TECHNOLOGY SOLUTIO Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	586.2KSH	$18.0M
2	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	499.8KSH	$15.3M
3	INVESTMENT HOUSE LLC	Shares	246.9KSH	$8.4M
4	Fideuram Asset Management (Ireland) dac	Shares	117.9KSH	$3.9M
5	Robeco Institutional Asset Management B.V.	Shares	100.0KSH	$3.1M
6	Secure Asset Management, LLC	Shares	96.9KSH	$3.0M
7	CWA Asset Management Group, LLC	Shares	89.4KSH	$2.7M
8	Police & Firemen's Retirement System of New Jersey	Shares	63.6KSH	$2.0M
9	MOODY NATIONAL BANK TRUST DIVISION	Shares	55.1KSH	$1.7M
10	Prospera Financial Services Inc	Shares	34.7KSH	$1.1M
11	JCSD Capital, LLC	CALL	33.0KSH	$1.0M
12	JCSD Capital, LLC	Shares	27.1KSH	$832.2K
13	D.A. DAVIDSON & CO.	Shares	18.2KSH	$558.4K
14	Werlinich Asset Management, LLC	Shares	14.9KSH	$459.1K
15	Sunbeam Capital Management, LLC	Shares	7.7KSH	$235.1K
16	Synergy Asset Management, LLC	Shares	7.0KSH	$214.9K
17	BigSur Wealth Management LLC	Shares	6.6KSH	$201.6K
18	IFP Advisors, Inc	Shares	5.0KSH	$153.2K
19	Secure Asset Management, LLC	PUT	4.0KSH	$122.8K
20	Farther Finance Advisors, LLC	Shares	2.0KSH	$61.7K
21	Global X Japan Co., Ltd.	Shares	2.0KSH	$60.9K
22	Secure Asset Management, LLC	CALL	1.3KSH	$39.9K
23	FIRST HORIZON CORP	Shares	1.0KSH	$30.9K
24	Aventura Private Wealth, LLC	Shares	1.0KSH	$30.7K
25	SBI Securities Co., Ltd.	Shares	767SH	$23.6K
26	GAMMA Investing LLC	Shares	611SH	$18.8K
27	ARMSTRONG ADVISORY GROUP, INC	Shares	500SH	$15.4K
28	SIGNATUREFD, LLC	Shares	320SH	$9.8K
29	CITY HOLDING CO	Shares	250SH	$7.7K
30	LRI Investments, LLC	Shares	223SH	$6.8K
31	Grove Bank & Trust	Shares	218SH	$6.7K
32	E Fund Management (Hong Kong) Co., Ltd.	Shares	156SH	$4.8K
33	WEBSTER BANK, N. A.	Shares	150SH	$4.6K
34	WOLFF WIESE MAGANA LLC	Shares	101SH	$3.1K
35	CWA Asset Management Group, LLC	CALL	100SH	$3.1K
36	Cedar Mountain Advisors, LLC	Shares	50SH	$1.5K
37	Handelsbanken Fonder AB	Shares	44.6KSH	$1.4K
38	Cromwell Holdings LLC	Shares	36SH	$1.1K
39	Quaker Wealth Management, LLC	Shares	20SH	$615
40	EverSource Wealth Advisors, LLC	Shares	19SH	$584
41	Essential Investment Partners LLC	Shares	10SH	$307
42	AMALGAMATED BANK	Shares	8.1KSH	$249
43	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	4SH	$125
44	D.A. DAVIDSON & CO.	CALL	3SH	$75
45	Activest Wealth Management	Shares	1SH	$31
46	Hughes Financial Services, LLC	Shares	1SH	$31
47	Tradewinds Capital Management, LLC	Shares	1SH	$31
48	True Wealth Design, LLC	Shares	1SH	$31
49	CX Institutional	Shares	927SH	$28
50	FNY Investment Advisers, LLC	CALL	10SH	$0

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

50 / 64 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+336.3K	+$9.5M	$18.0M
2	Fideuram Asset Management (Ireland) dac added	Shares	+111.7K	+$3.7M	$3.9M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+48.3K	+$1.4M	$2.0M
4	Secure Asset Management, LLC added	Shares	+24.8K	+$527.3K	$3.0M
5	Synergy Asset Management, LLC new	Shares	+7.0K	+$214.9K	$214.9K
6	D.A. DAVIDSON & CO. added	Shares	+7.4K	+$191.5K	$558.4K
7	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+53.3K	+$191.3K	$15.3M
8	Secure Asset Management, LLC new	PUT	+4.0K	+$122.8K	$122.8K
9	JCSD Capital, LLC added	Shares	+4.0K	+$48.0K	$832.2K
10	Farther Finance Advisors, LLC added	Shares	+824	+$22.7K	$61.7K
11	CITY HOLDING CO new	Shares	+250	+$7.7K	$7.7K
12	FIRST HORIZON CORP added	Shares	+276	+$6.1K	$30.9K
13	WOLFF WIESE MAGANA LLC new	Shares	+101	+$3.1K	$3.1K
14	Handelsbanken Fonder AB new	Shares	+44.6K	+$1.4K	$1.4K
15	GAMMA Investing LLC added	Shares	+93	+$1.2K	$18.8K
16	Cromwell Holdings LLC new	Shares	+36	+$1.1K	$1.1K
17	Quaker Wealth Management, LLC new	Shares	+20	+$615	$615
18	AMALGAMATED BANK new	Shares	+8.1K	+$249	$249
19	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+4	+$125	$125
20	D.A. DAVIDSON & CO. new	CALL	+3	+$75	$75
21	True Wealth Design, LLC new	Shares	+1	+$31	$31
22	FNY Investment Advisers, LLC new	CALL	+10	$0	$0
23	INVESTMENT HOUSE LLC unchanged	Shares	0	$0	$8.4M
24	CX Institutional unchanged	Shares	0	-$3	$28
25	Essential Investment Partners LLC unchanged	Shares	0	-$33	$307
26	SJS Investment Consulting Inc. exited	Shares	-1	-$34	$0
27	Hughes Financial Services, LLC trimmed	Shares	-1	-$37	$31
28	FNY Investment Advisers, LLC exited	Shares	-3.0K	-$101	$0
29	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$162	$1.5K
30	Grove Bank & Trust added	Shares	+13	-$265	$6.7K
31	Activest Wealth Management trimmed	Shares	-8	-$275	$31
32	Versant Capital Management, Inc exited	Shares	-9	-$306	$0
33	WEBSTER BANK, N. A. unchanged	Shares	0	-$486	$4.6K
34	Investors Research Corp exited	Shares	-25	-$849	$0
35	SIGNATUREFD, LLC unchanged	Shares	0	-$1.0K	$9.8K
36	Tradewinds Capital Management, LLC trimmed	Shares	-35	-$1.2K	$31
37	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$1.6K	$15.4K
38	EverSource Wealth Advisors, LLC trimmed	Shares	-75	-$2.6K	$584
39	Aventura Private Wealth, LLC unchanged	Shares	0	-$3.2K	$30.7K
40	E Fund Management (Hong Kong) Co., Ltd. trimmed	Shares	-116	-$4.4K	$4.8K
41	SBI Securities Co., Ltd. trimmed	Shares	-99	-$5.8K	$23.6K
42	Rachor Investment Advisory Services, LLC exited	Shares	-198	-$6.7K	$0
43	Secure Asset Management, LLC trimmed	CALL	-2.0K	-$8.5K	$39.9K
44	CWA Asset Management Group, LLC trimmed	CALL	-300	-$10.5K	$3.1K
45	Werlinich Asset Management, LLC added	Shares	+1.1K	-$10.6K	$459.1K
46	Global X Japan Co., Ltd. trimmed	Shares	-547	-$25.0K	$60.9K
47	Sunbeam Capital Management, LLC trimmed	Shares	-9	-$25.1K	$235.1K
48	LRI Investments, LLC trimmed	Shares	-1.3K	-$44.9K	$6.8K
49	Prospera Financial Services Inc added	Shares	+325	-$101.3K	$1.1M
50	IFP Advisors, Inc trimmed	Shares	-6.3K	-$231.2K	$153.2K

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