Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | SummerHaven Investment Management, LLC | $1.2M |
| 2 | ANCHYRA PARTNERS LLC | $720.7K |
| 3 | Park Capital Management, LLC / WI | $627.5K |
| 4 | Symmetry Partners, LLC | $554.9K |
| 5 | Fifth Third Wealth Advisors LLC | $476.0K |
| 6 | Sequoia Financial Advisors, LLC | $417.3K |
| 7 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $292.1K |
| 8 | Commonwealth Financial Services, LLC | $261.7K |
| 9 | Police & Firemen's Retirement System of New Jersey | $235.4K |
| 10 | Farther Finance Advisors, LLC | $163.9K |
| 11 | EverSource Wealth Advisors, LLC | $41.5K |
| 12 | GoalVest Advisory LLC | $19.5K |
| 13 | PROATHLETE WEALTH MANAGEMENT LLC | $19.4K |
| 14 | GAMMA Investing LLC | $15.7K |
| 15 | Versant Capital Management, Inc | $4.2K |
| 16 | Marquette Asset Management, LLC | $3.8K |
| 17 | IFP Advisors, Inc | $2.5K |
| 18 | SIGNATUREFD, LLC | $487 |
| 19 | Fortitude Family Office, LLC | $292 |
| 20 | True Wealth Design, LLC | $195 |
| 21 | State of Alaska, Department of Revenue | $105 |
| 22 | SJS Investment Consulting Inc. | $98 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$720.7K | |
| 2 | +$627.5K | |
| 3 | +$554.9K | |
| 4 | +$476.0K | |
| 5 | +$417.3K | |
| 6 | +$275.8K | |
| 7 | +$261.7K | |
| 8 | +$163.7K | |
| 9 | +$88.8K | |
| 10 | +$65.8K | |
| 11 | +$39.2K | |
| 12 | +$19.5K | |
| 13 | +$4.5K | |
| 14 | +$943 | |
| 15 | +$855 | |
| 16 | +$382 | |
| 17 | +$326 | |
| 18 | +$292 | |
| 19 | +$110 | |
| 20 | +$98 | |
| 21 | +$24 | |
| 22 | -$258 |