Filing Research | FLD - FOLD HLDGS INC Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Cypress Point Wealth Management, LLC	Shares	53.6KSH	$24.3K
2	Physician Wealth Advisors, Inc.	Shares	1.8KSH	$796
3	EverSource Wealth Advisors, LLC	Shares	497SH	$225
4	SBI Securities Co., Ltd.	Shares	241SH	$109
5	Fortitude Family Office, LLC	Shares	48SH	$22
6	True Wealth Design, LLC	Shares	20SH	$10
7	IFP Advisors, Inc	Shares	11SH	$5
8	Farther Finance Advisors, LLC	Shares	8SH	$4
9	SJS Investment Consulting Inc.	Shares	4SH	$2
10	FNY Investment Advisers, LLC	Shares	3.0KSH	$1

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

11 / 11 loaded

#		Instrument
1	Physician Wealth Advisors, Inc. new	Shares	+1.8K	+$796	$796
2	Fortitude Family Office, LLC new	Shares	+48	+$22	$22
3	True Wealth Design, LLC added	Shares	+14	+$2	$10
4	FNY Investment Advisers, LLC unchanged	Shares	0	-$2	$1
5	SJS Investment Consulting Inc. trimmed	Shares	-1	-$5	$2
6	IFP Advisors, Inc trimmed	Shares	-3	-$13	$5
7	Farther Finance Advisors, LLC trimmed	Shares	-16	-$27	$4
8	SBI Securities Co., Ltd. added	Shares	+120	-$51	$109
9	EverSource Wealth Advisors, LLC added	Shares	+286	-$54	$225
10	Abel Hall, LLC exited	Shares	-23.8K	-$31.4K	$0
11	Cypress Point Wealth Management, LLC unchanged	Shares	0	-$46.5K	$24.3K

Filing Research | FLD - FOLD HLDGS INC Institutional Holdings