Filing Research | GTLB - GITLAB INC Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	Barton Investment Management	Shares	480.5KSH	$14.7M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	178.7KSH	$5.8M
3	Taylor Frigon Capital Management LLC	Shares	103.1KSH	$3.1M
4	Selective Wealth Management, Inc.	Shares	89.2KSH	$2.9M
5	Katamaran Capital LLP	Shares	93.4KSH	$2.9M
6	Oak Thistle LLC	Shares	82.3KSH	$2.5M
7	Police & Firemen's Retirement System of New Jersey	Shares	64.3KSH	$2.0M
8	Royal Fund Management, LLC	Shares	37.2KSH	$1.1M
9	Prospera Financial Services Inc	Shares	33.8KSH	$1.0M
10	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	26.9KSH	$822.2K
11	Merit Financial Group, LLC	Shares	23.4KSH	$713.7K
12	Sivia Capital Partners, LLC	Shares	22.3KSH	$681.9K
13	Malaga Cove Capital, LLC	Shares	18.0KSH	$549.4K
14	Diversified Trust Co	Shares	15.3KSH	$468.5K
15	SBI Securities Co., Ltd.	Shares	15.2KSH	$462.8K
16	Apollon Wealth Management, LLC	Shares	14.6KSH	$445.3K
17	Blue Trust, Inc.	Shares	10.9KSH	$333.8K
18	JACKSON SQUARE CAPITAL, LLC	Shares	7.5KSH	$229.0K
19	Farther Finance Advisors, LLC	Shares	6.2KSH	$189.9K
20	IFP Advisors, Inc	Shares	5.6KSH	$172.3K
21	EverSource Wealth Advisors, LLC	Shares	5.1KSH	$156.7K
22	Lodestone Wealth Management LLC	Shares	4.3KSH	$132.5K
23	GAMMA Investing LLC	Shares	2.8KSH	$84.5K
24	SIGNATUREFD, LLC	Shares	2.5KSH	$77.3K
25	True Wealth Design, LLC	Shares	1.9KSH	$57.8K
26	Versant Capital Management, Inc	Shares	1.9KSH	$57.0K
27	SJS Investment Consulting Inc.	Shares	708SH	$21.6K
28	MassMutual Private Wealth & Trust, FSB	Shares	624SH	$19.1K
29	Mirae Asset Global Investments Co., Ltd.	Shares	517SH	$15.8K
30	Wealth Enhancement Trust Services, Inc.	Shares	432SH	$13.2K
31	LANARK FINANCIAL, INC.	Shares	368SH	$11.2K
32	ELEVATION WEALTH PARTNERS, LLC	Shares	350SH	$10.7K
33	City State Bank	Shares	300SH	$9.2K
34	Sachetta, LLC	Shares	256SH	$7.8K
35	OLD SECOND NATIONAL BANK OF AURORA	Shares	200SH	$6.1K
36	Marquette Asset Management, LLC	Shares	185SH	$5.6K
37	Cedar Mountain Advisors, LLC	Shares	150SH	$4.6K
38	Bogart Wealth, LLC	Shares	136SH	$4.2K
39	SYCOMORE ASSET MANAGEMENT	Shares	133.7KSH	$3.6K
40	Spire Wealth Management	Shares	105SH	$3.2K
41	WEST PACES ADVISORS INC.	Shares	80SH	$2.4K
42	WEBSTER BANK, N. A.	Shares	71SH	$2.2K
43	HIGHLINE WEALTH PARTNERS LLC	Shares	65SH	$2.0K
44	Activest Wealth Management	Shares	58SH	$1.8K
45	SALEM INVESTMENT COUNSELORS INC	Shares	50SH	$1.5K
46	Handelsbanken Fonder AB	Shares	46.0KSH	$1.4K
47	CoreCap Advisors, LLC	Shares	36SH	$1.1K
48	Cromwell Holdings LLC	Shares	25SH	$763
49	Physician Wealth Advisors, Inc.	Shares	24SH	$733
50	Tradewinds Capital Management, LLC	Shares	24SH	$733

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

50 / 62 loaded

#		Instrument
1	Katamaran Capital LLP new	Shares	+93.4K	+$2.9M	$2.9M
2	Barton Investment Management trimmed	Shares	-74.5K	+$2.7M	$14.7M
3	Oak Thistle LLC new	Shares	+82.3K	+$2.5M	$2.5M
4	Taylor Frigon Capital Management LLC added	Shares	+45.4K	+$1.9M	$3.1M
5	Prospera Financial Services Inc new	Shares	+33.8K	+$1.0M	$1.0M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-57.9K	+$851.6K	$5.8M
7	Selective Wealth Management, Inc. trimmed	Shares	-6.4K	+$822.6K	$2.9M
8	Sivia Capital Partners, LLC new	Shares	+22.3K	+$681.9K	$681.9K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+4.5K	+$669.0K	$2.0M
10	Apollon Wealth Management, LLC new	Shares	+14.6K	+$445.3K	$445.3K
11	SBI Securities Co., Ltd. added	Shares	+12.9K	+$414.4K	$462.8K
12	WASHINGTON CAPITAL MANAGEMENT, INC unchanged	Shares	0	+$239.4K	$822.2K
13	JACKSON SQUARE CAPITAL, LLC new	Shares	+7.5K	+$229.0K	$229.0K
14	Royal Fund Management, LLC trimmed	Shares	-5.1K	+$220.3K	$1.1M
15	Blue Trust, Inc. added	Shares	+746	+$113.4K	$333.8K
16	Lodestone Wealth Management LLC added	Shares	+3.1K	+$105.1K	$132.5K
17	Malaga Cove Capital, LLC trimmed	Shares	-3.3K	+$88.2K	$549.4K
18	SIGNATUREFD, LLC added	Shares	+1.2K	+$48.2K	$77.3K
19	GAMMA Investing LLC added	Shares	+1.0K	+$47.2K	$84.5K
20	Versant Capital Management, Inc added	Shares	+1.4K	+$46.9K	$57.0K
21	Farther Finance Advisors, LLC trimmed	Shares	-1.5K	+$19.2K	$189.9K
22	Mirae Asset Global Investments Co., Ltd. new	Shares	+517	+$15.8K	$15.8K
23	IFP Advisors, Inc trimmed	Shares	-1.7K	+$13.4K	$172.3K
24	SJS Investment Consulting Inc. added	Shares	+313	+$13.1K	$21.6K
25	Wealth Enhancement Trust Services, Inc. added	Shares	+319	+$10.7K	$13.2K
26	ELEVATION WEALTH PARTNERS, LLC new	Shares	+350	+$10.7K	$10.7K
27	MassMutual Private Wealth & Trust, FSB added	Shares	+112	+$8.0K	$19.1K
28	Sachetta, LLC new	Shares	+256	+$7.8K	$7.8K
29	Marquette Asset Management, LLC new	Shares	+185	+$5.6K	$5.6K
30	LANARK FINANCIAL, INC. trimmed	Shares	-20	+$2.8K	$11.2K
31	City State Bank unchanged	Shares	0	+$2.7K	$9.2K
32	WEST PACES ADVISORS INC. new	Shares	+80	+$2.4K	$2.4K
33	OLD SECOND NATIONAL BANK OF AURORA unchanged	Shares	0	+$1.8K	$6.1K
34	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$1.3K	$4.6K
35	Spire Wealth Management unchanged	Shares	0	+$934	$3.2K
36	WEBSTER BANK, N. A. unchanged	Shares	0	+$632	$2.2K
37	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$577	$2.0K
38	Handelsbanken Fonder AB added	Shares	+5.3K	+$523	$1.4K
39	Owl Creek Wealth Partners LLC new	Shares	+15	+$458	$458
40	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$445	$1.5K
41	CoreCap Advisors, LLC unchanged	Shares	0	+$320	$1.1K
42	AdvisorNet Financial, Inc new	Shares	+9	+$275	$275
43	Cromwell Holdings LLC unchanged	Shares	0	+$222	$763
44	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$213	$733
45	Tradewinds Capital Management, LLC unchanged	Shares	0	+$213	$733
46	Crewe Advisors LLC unchanged	Shares	0	+$178	$611
47	Hughes Financial Services, LLC added	Shares	+1	+$39	$61
48	TSFG, LLC new	Shares	+1.0K	+$31	$31
49	Capital Advisors, Ltd. LLC trimmed	Shares	-7	$0	$0
50	FNY Investment Advisers, LLC trimmed	Shares	-4.8K	-$68	$125

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