Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $44.0M |
| 2 | BLUE JEAN FINANCIAL LLC | $2.3M |
| 3 | Y-Intercept (Hong Kong) Ltd | $1.4M |
| 4 | Counterpoint Mutual Funds LLC | $1.2M |
| 5 | Farther Finance Advisors, LLC | $622.6K |
| 6 | Police & Firemen's Retirement System of New Jersey | $622.4K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $612.0K |
| 8 | Allegheny Financial Group | $289.2K |
| 9 | Yorktown Management & Research Co Inc | $258.3K |
| 10 | Merit Financial Group, LLC | $201.1K |
| 11 | Versant Capital Management, Inc | $54.8K |
| 12 | LRI Investments, LLC | $32.5K |
| 13 | TOTH FINANCIAL ADVISORY CORP | $23.2K |
| 14 | SIGNATUREFD, LLC | $17.2K |
| 15 | IFP Advisors, Inc | $16.2K |
| 16 | EverSource Wealth Advisors, LLC | $16.0K |
| 17 | SBI Securities Co., Ltd. | $9.4K |
| 18 | True Wealth Design, LLC | $8.1K |
| 19 | Mirae Asset Global Investments Co., Ltd. | $5.4K |
| 20 | Rosenberg Matthew Hamilton | $5.3K |
| 21 | GAMMA Investing LLC | $3.9K |
| 22 | WEST PACES ADVISORS INC. | $3.8K |
| 23 | SJS Investment Consulting Inc. | $1.4K |
| 24 | Fortitude Family Office, LLC | $615 |
| 25 | Handelsbanken Fonder AB | $587 |
| 26 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $188 |
| 27 | State of Alaska, Department of Revenue | $91 |
| 28 | Capital Advisors, Ltd. LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$44.0M | |
| 2 | +$2.3M | |
| 3 | +$1.2M | |
| 4 | +$627.3K | |
| 5 | +$279.1K | |
| 6 | +$258.3K | |
| 7 | +$244.9K | |
| 8 | +$241.8K | |
| 9 | +$201.1K | |
| 10 | +$119.8K | |
| 11 | +$32.5K | |
| 12 | +$23.2K | |
| 13 | +$19.0K | |
| 14 | +$6.7K | |
| 15 | +$5.8K | |
| 16 | +$5.3K | |
| 17 | +$3.8K | |
| 18 | +$3.8K | |
| 19 | +$3.4K | |
| 20 | +$2.5K | |
| 21 | +$1.8K | |
| 22 | +$865 | |
| 23 | +$615 | |
| 24 | +$279 | |
| 25 | +$188 | |
| 26 | +$31 | |
| 27 | $0 | |
| 28 | -$563 |