Filing Research | FWRD - FORWARD AIR CORP Institutional Holdings

Snapshot holdings

23 / 23 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	87.1KSH	$1.2M
2	INDEPENDENT FINANCIAL GROUP, LLC	Shares	35.0KSH	$473.3K
3	Counterpoint Mutual Funds LLC	Shares	33.5KSH	$453.3K
4	FIRST CITIZENS BANK & TRUST CO	Shares	26.9KSH	$363.7K
5	Envestnet Portfolio Solutions, Inc.	Shares	25.8KSH	$348.7K
6	BFSG, LLC	Shares	8.5KSH	$114.8K
7	Police & Firemen's Retirement System of New Jersey	Shares	5.7KSH	$77.3K
8	Allied Private Wealth LLC	Shares	4.2KSH	$51.1K
9	GAMMA Investing LLC	Shares	1.4KSH	$19.1K
10	Farther Finance Advisors, LLC	Shares	436SH	$5.9K
11	EverSource Wealth Advisors, LLC	Shares	283SH	$3.8K
12	Versant Capital Management, Inc	Shares	232SH	$3.1K
13	Owl Creek Wealth Partners LLC	Shares	230SH	$3.1K
14	Nvest Wealth Strategies, Inc.	Shares	120SH	$1.6K
15	MassMutual Private Wealth & Trust, FSB	Shares	93SH	$1.3K
16	Bogart Wealth, LLC	Shares	54SH	$730
17	True Wealth Design, LLC	Shares	32SH	$433
18	SBI Securities Co., Ltd.	Shares	25SH	$338
19	IFP Advisors, Inc	Shares	8SH	$108
20	SIGNATUREFD, LLC	Shares	8SH	$108
21	GILPIN WEALTH MANAGEMENT, LLC	Shares	6SH	$82
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	5SH	$70
23	Vermillion Wealth Management, Inc.	Shares	0SH	$1

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

29 / 29 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+87.1K	+$1.2M	$1.2M
2	Bogart Wealth, LLC new	Shares	+54	+$730	$730
3	True Wealth Design, LLC added	Shares	+18	+$199	$433
4	SBI Securities Co., Ltd. added	Shares	+10	+$87	$338
5	IFP Advisors, Inc added	Shares	+4	+$41	$108
6	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+2	+$15	$82
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$16	$70
8	SJS Investment Consulting Inc. exited	Shares	-4	-$67	$0
9	State of Alaska, Department of Revenue exited	Shares	-11.3K	-$188	$0
10	Vermillion Wealth Management, Inc. trimmed	Shares	-14	-$235	$1
11	FARMERS & MERCHANTS INVESTMENTS INC exited	Shares	-15	-$251	$0
12	NEW YORK STATE TEACHERS RETIREMENT SYSTEM exited	Shares	-20.7K	-$347	$0
13	Nvest Wealth Strategies, Inc. unchanged	Shares	0	-$384	$1.6K
14	Cedar Mountain Advisors, LLC exited	Shares	-25	-$418	$0
15	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$736	$3.1K
16	Sound Income Strategies, LLC exited	Shares	-100	-$1.7K	$0
17	EverSource Wealth Advisors, LLC trimmed	Shares	-79	-$2.2K	$3.8K
18	Farther Finance Advisors, LLC trimmed	Shares	-144	-$4.1K	$5.9K
19	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-319	-$5.6K	$1.3K
20	SIGNATUREFD, LLC trimmed	Shares	-349	-$5.9K	$108
21	Versant Capital Management, Inc trimmed	Shares	-566	-$10.2K	$3.1K
22	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$18.3K	$77.3K
23	BFSG, LLC unchanged	Shares	0	-$27.2K	$114.8K
24	GAMMA Investing LLC trimmed	Shares	-1.4K	-$28.1K	$19.1K
25	SRH ADVISORS, LLC exited	Shares	-3.3K	-$54.3K	$0
26	Envestnet Portfolio Solutions, Inc. added	Shares	+284	-$77.8K	$348.7K
27	FIRST CITIZENS BANK & TRUST CO added	Shares	+241	-$82.1K	$363.7K
28	Counterpoint Mutual Funds LLC unchanged	Shares	0	-$107.4K	$453.3K
29	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	-$112.1K	$473.3K