Filing Research | HCAT - HEALTH CATALYST INC Institutional Holdings

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	Nepsis Inc.	Shares	3.0MSH	$5.9M
2	Williams & Novak, LLC	Shares	53.6KSH	$106.7K
3	Strong Retirement Solutions LLC	Shares	18.1KSH	$36.0K
4	Y-Intercept (Hong Kong) Ltd	Shares	17.1KSH	$34.0K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.1KSH	$25.4K
6	GC Wealth Management RIA, LLC	Shares	12.5KSH	$24.8K
7	Abel Hall, LLC	Shares	10.6KSH	$21.0K
8	SBI Securities Co., Ltd.	Shares	1.2KSH	$2.4K
9	EverSource Wealth Advisors, LLC	Shares	896SH	$1.8K
10	Valued Wealth Advisors LLC	Shares	606SH	$1.2K
11	Physician Wealth Advisors, Inc.	Shares	300SH	$597
12	Spire Wealth Management	Shares	300SH	$597
13	Farther Finance Advisors, LLC	Shares	193SH	$384
14	True Wealth Design, LLC	Shares	89SH	$178
15	SIGNATUREFD, LLC	Shares	72SH	$143
16	SJS Investment Consulting Inc.	Shares	39SH	$78
17	CIGNA INVESTMENTS INC /NEW	Shares	13.5KSH	$27
18	IFP Advisors, Inc	Shares	10SH	$20
19	Wealth Enhancement Trust Services, Inc.	Shares	2SH	$4

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

24 / 24 loaded

#		Instrument
1	Nepsis Inc. added	Shares	+1.1M	+$3.5M	$5.9M
2	Williams & Novak, LLC added	Shares	+19.4K	+$67.0K	$106.7K
3	Y-Intercept (Hong Kong) Ltd new	Shares	+17.1K	+$34.0K	$34.0K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+11.1K	+$25.4K	$25.4K
5	GC Wealth Management RIA, LLC new	Shares	+12.5K	+$24.8K	$24.8K
6	Abel Hall, LLC new	Shares	+10.6K	+$21.0K	$21.0K
7	Strong Retirement Solutions LLC trimmed	Shares	-5.2K	+$6.4K	$36.0K
8	EverSource Wealth Advisors, LLC added	Shares	+309	+$1.0K	$1.8K
9	SBI Securities Co., Ltd. trimmed	Shares	-38	+$807	$2.4K
10	Spire Wealth Management new	Shares	+300	+$597	$597
11	Valued Wealth Advisors LLC unchanged	Shares	0	+$436	$1.2K
12	Farther Finance Advisors, LLC added	Shares	+54	+$223	$384
13	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$216	$597
14	True Wealth Design, LLC new	Shares	+89	+$178	$178
15	SJS Investment Consulting Inc. added	Shares	+30	+$66	$78
16	SIGNATUREFD, LLC unchanged	Shares	0	+$52	$143
17	CIGNA INVESTMENTS INC /NEW trimmed	Shares	-481	+$9	$27
18	IFP Advisors, Inc unchanged	Shares	0	+$7	$20
19	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$4	$4
20	GAMMA Investing LLC exited	Shares	-307	-$390	$0
21	FIRST HORIZON CORP exited	Shares	-1.5K	-$1.9K	$0
22	Police & Firemen's Retirement System of New Jersey exited	Shares	-20.4K	-$26.0K	$0
23	Avanza Fonder AB exited	Shares	-26.1K	-$33.1K	$0
24	Net Worth Advisory Group exited	Shares	-36.4K	-$46.2K	$0