Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Oak Thistle LLC | $1.8M |
| 2 | Police & Firemen's Retirement System of New Jersey | $1.1M |
| 3 | Yorktown Management & Research Co Inc | $482.7K |
| 4 | Wedmont Private Capital | $267.9K |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $264.9K |
| 6 | CoreCap Advisors, LLC | $78.0K |
| 7 | SIGNATUREFD, LLC | $55.8K |
| 8 | GAMMA Investing LLC | $43.1K |
| 9 | EXCHANGE TRADED CONCEPTS, LLC | $31.8K |
| 10 | SBI Securities Co., Ltd. | $13.2K |
| 11 | EverSource Wealth Advisors, LLC | $7.0K |
| 12 | Versant Capital Management, Inc | $6.9K |
| 13 | Farther Finance Advisors, LLC | $6.8K |
| 14 | Sachetta, LLC | $3.9K |
| 15 | ELEVATION WEALTH PARTNERS, LLC | $1.3K |
| 16 | Hughes Financial Services, LLC | $1.0K |
| 17 | Handelsbanken Fonder AB | $652 |
| 18 | SJS Investment Consulting Inc. | $522 |
| 19 | CX Institutional | $14 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$267.9K | |
| 3 | +$78.0K | |
| 4 | +$3.9K | |
| 5 | +$3.1K | |
| 6 | +$1.3K | |
| 7 | +$522 | |
| 8 | +$320 | |
| 9 | +$279 | |
| 10 | -$2 | |
| 11 | -$87 | |
| 12 | -$205 | |
| 13 | -$764 | |
| 14 | -$1.2K | |
| 15 | -$1.5K | |
| 16 | -$4.8K | |
| 17 | -$8.8K | |
| 18 | -$18.5K | |
| 19 | -$29.5K | |
| 20 | -$53.3K | |
| 21 | -$61.7K | |
| 22 | -$234.0K | |
| 23 | -$299.9K |