Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Perpetual Ltd | $28.2M |
| 2 | Assenagon Asset Management S.A. | $3.8M |
| 3 | Swedbank AB | $1.1M |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $391.8K |
| 5 | Y-Intercept (Hong Kong) Ltd | $332.0K |
| 6 | Police & Firemen's Retirement System of New Jersey | $296.1K |
| 7 | Ballentine Partners, LLC | $228.6K |
| 8 | Arlington Capital Management, Inc. | $221.2K |
| 9 | GAMMA Investing LLC | $72.9K |
| 10 | Versant Capital Management, Inc | $67.9K |
| 11 | City State Bank | $28.5K |
| 12 | Financial Management Professionals, Inc. | $24.1K |
| 13 | Farther Finance Advisors, LLC | $17.8K |
| 14 | Owl Creek Wealth Partners LLC | $17.3K |
| 15 | MassMutual Private Wealth & Trust, FSB | $4.9K |
| 16 | Physician Wealth Advisors, Inc. | $4.3K |
| 17 | EverSource Wealth Advisors, LLC | $4.0K |
| 18 | SIGNATUREFD, LLC | $3.1K |
| 19 | True Wealth Design, LLC | $2.4K |
| 20 | Fortitude Family Office, LLC | $1.6K |
| 21 | SBI Securities Co., Ltd. | $846 |
| 22 | SJS Investment Consulting Inc. | $508 |
| 23 | IFP Advisors, Inc | $431 |
| 24 | State of Alaska, Department of Revenue | $34 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$228.6K | |
| 3 | +$221.2K | |
| 4 | +$24.1K | |
| 5 | +$508 | |
| 6 | -$2 | |
| 7 | -$111 | |
| 8 | -$169 | |
| 9 | -$194 | |
| 10 | -$298 | |
| 11 | -$342 | |
| 12 | -$1.0K | |
| 13 | -$1.0K | |
| 14 | -$1.2K | |
| 15 | -$2.0K | |
| 16 | -$3.7K | |
| 17 | -$4.2K | |
| 18 | -$4.8K | |
| 19 | -$6.2K | |
| 20 | -$16.1K | |
| 21 | -$20.6K | |
| 22 | -$618.9K | |
| 23 | -$3.8M | |
| 24 | -$14.5M |