Filing Research | FWONA - Liberty Media Corporation Class A Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	COOPER INVESTORS PTY LTD	Shares	123.3KSH	$10.8M
2	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	12.2KSH	$1.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.9KSH	$697.8K
4	Sequoia Financial Advisors, LLC	Shares	7.7KSH	$677.0K
5	OAK FAMILY ADVISORS, LLC	Shares	5.7KSH	$499.2K
6	BayBridge Capital Group, LLC	Shares	4.4KSH	$382.5K
7	SIGNATUREFD, LLC	Shares	4.3KSH	$376.3K
8	QRG CAPITAL MANAGEMENT, INC.	Shares	3.9KSH	$341.0K
9	Police & Firemen's Retirement System of New Jersey	Shares	3.6KSH	$318.8K
10	Sprinkle Financial Consultants LLC	Shares	3.4KSH	$298.7K
11	Gallacher Capital Management LLC	Shares	2.6KSH	$230.3K
12	Avanza Fonder AB	Shares	1.7KSH	$151.4K
13	GAMMA Investing LLC	Shares	1.4KSH	$118.2K
14	MassMutual Private Wealth & Trust, FSB	Shares	713SH	$62.4K
15	Versant Capital Management, Inc	Shares	468SH	$41.0K
16	Central Pacific Bank - Trust Division	Shares	450SH	$39.4K
17	Legacies Wealth LLC	Shares	367SH	$32.1K
18	Rosenberg Matthew Hamilton	Shares	330SH	$28.9K
19	Curated Wealth Partners LLC	Shares	20.0KSH	$23.0K
20	SBI Securities Co., Ltd.	Shares	197SH	$17.2K
21	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	183SH	$16.0K
22	GHP Investment Advisors, Inc.	Shares	147SH	$12.9K
23	IFP Advisors, Inc	Shares	128SH	$11.2K
24	Farther Finance Advisors, LLC	Shares	124SH	$10.8K
25	EverSource Wealth Advisors, LLC	Shares	84SH	$7.4K
26	Sachetta, LLC	Shares	74SH	$6.5K
27	Mirae Asset Global Investments Co., Ltd.	Shares	72SH	$6.3K
28	BURKETT FINANCIAL SERVICES, LLC	Shares	41SH	$3.6K
29	Community Financial Services Group, LLC	Shares	38SH	$3.4K
30	Princeton Global Asset Management LLC	Shares	32SH	$2.8K
31	LRI Investments, LLC	Shares	26SH	$2.3K
32	ELEVATION WEALTH PARTNERS, LLC	Shares	25SH	$2.2K
33	Fortis Group Advisors, LLC	Shares	25SH	$2.2K
34	JFS WEALTH ADVISORS, LLC	Shares	23SH	$2.0K
35	Steigerwald, Gordon & Koch Inc.	Shares	17SH	$1.5K
36	Ares Financial Consulting, LLC	Shares	16SH	$1.4K
37	WEST PACES ADVISORS INC.	Shares	14SH	$1.2K
38	Fortitude Family Office, LLC	Shares	12SH	$1.1K
39	Center for Financial Planning, Inc.	Shares	10SH	$876
40	Retirement Wealth Solutions LLC	Shares	10SH	$876
41	TRUST CO OF TOLEDO NA /OH/	Shares	8SH	$700
42	Arlington Trust Co LLC	Shares	7SH	$613
43	Handelsbanken Fonder AB	Shares	6.8KSH	$595
44	DiNuzzo Private Wealth, Inc.	Shares	6SH	$526
45	Creative Capital Management Investments LLC	Shares	6SH	$525
46	Activest Wealth Management	Shares	5SH	$438
47	CoreCap Advisors, LLC	Shares	5SH	$438
48	SJS Investment Consulting Inc.	Shares	5SH	$438
49	Trust Co	Shares	5SH	$438
50	Cromwell Holdings LLC	Shares	4SH	$350

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

50 / 62 loaded

#		Instrument
1	COOPER INVESTORS PTY LTD trimmed	Shares	-3.5K	+$893.4K	$10.8M
2	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+6.5K	+$620.3K	$1.1M
3	Sequoia Financial Advisors, LLC added	Shares	+910	+$144.2K	$677.0K
4	BayBridge Capital Group, LLC added	Shares	+1.7K	+$140.9K	$382.5K
5	SIGNATUREFD, LLC added	Shares	+1.1K	+$123.4K	$376.3K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+308	+$84.1K	$697.8K
7	QRG CAPITAL MANAGEMENT, INC. added	Shares	+454	+$72.3K	$341.0K
8	GAMMA Investing LLC added	Shares	+272	+$34.0K	$118.2K
9	Sprinkle Financial Consultants LLC unchanged	Shares	0	+$32.3K	$298.7K
10	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-66	+$29.3K	$318.8K
11	Curated Wealth Partners LLC new	Shares	+20.0K	+$23.0K	$23.0K
12	OAK FAMILY ADVISORS, LLC trimmed	Shares	-463	+$17.8K	$499.2K
13	Avanza Fonder AB unchanged	Shares	0	+$16.4K	$151.4K
14	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$6.7K	$62.4K
15	Central Pacific Bank - Trust Division unchanged	Shares	0	+$4.3K	$39.4K
16	BURKETT FINANCIAL SERVICES, LLC new	Shares	+41	+$3.6K	$3.6K
17	Legacies Wealth LLC unchanged	Shares	0	+$3.5K	$32.1K
18	Rosenberg Matthew Hamilton trimmed	Shares	-3	+$2.9K	$28.9K
19	EverSource Wealth Advisors, LLC added	Shares	+25	+$2.7K	$7.4K
20	ELEVATION WEALTH PARTNERS, LLC new	Shares	+25	+$2.2K	$2.2K
21	SBI Securities Co., Ltd. added	Shares	+4	+$2.2K	$17.2K
22	GHP Investment Advisors, Inc. unchanged	Shares	0	+$1.4K	$12.9K
23	LRI Investments, LLC added	Shares	+14	+$1.3K	$2.3K
24	Sachetta, LLC added	Shares	+8	+$1.3K	$6.5K
25	WEST PACES ADVISORS INC. new	Shares	+14	+$1.2K	$1.2K
26	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$1.2K	$16.0K
27	IFP Advisors, Inc trimmed	Shares	-1	+$1.1K	$11.2K
28	Farther Finance Advisors, LLC trimmed	Shares	-1	+$1.1K	$10.8K
29	Handelsbanken Fonder AB new	Shares	+6.8K	+$595	$595
30	Creative Capital Management Investments LLC new	Shares	+6	+$525	$525
31	Community Financial Services Group, LLC unchanged	Shares	0	+$460	$3.4K
32	Cromwell Holdings LLC new	Shares	+4	+$350	$350
33	Princeton Global Asset Management LLC unchanged	Shares	0	+$302	$2.8K
34	Fortitude Family Office, LLC added	Shares	+2	+$269	$1.1K
35	Fortis Group Advisors, LLC unchanged	Shares	0	+$237	$2.2K
36	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$218	$2.0K
37	Activest Wealth Management added	Shares	+2	+$204	$438
38	Retirement Wealth Solutions LLC added	Shares	+1	+$173	$876
39	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$161	$1.5K
40	Ares Financial Consulting, LLC unchanged	Shares	0	+$147	$1.4K
41	Center for Financial Planning, Inc. unchanged	Shares	0	+$95	$876
42	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$75	$700
43	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$57	$526
44	CoreCap Advisors, LLC unchanged	Shares	0	+$48	$438
45	Trust Co unchanged	Shares	0	+$48	$438
46	SJS Investment Consulting Inc. unchanged	Shares	0	+$47	$438
47	1015 Capital Partners, LLC unchanged	Shares	0	+$29	$263
48	Bogart Wealth, LLC unchanged	Shares	0	+$19	$175
49	HHM Wealth Advisors, LLC unchanged	Shares	0	+$19	$176
50	Mascoma Wealth Management LLC unchanged	Shares	0	+$19	$175

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