Filing Research | HCKT - HACKETT GROUP INC Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Linden Thomas Advisory Services, LLC	Shares	228.1KSH	$2.5M
2	ISTHMUS PARTNERS, LLC	Shares	97.5KSH	$1.0M
3	Y-Intercept (Hong Kong) Ltd	Shares	46.6KSH	$502.3K
4	UHLMANN PRICE SECURITIES, LLC	Shares	40.7KSH	$438.1K
5	EXCHANGE TRADED CONCEPTS, LLC	Shares	25.9KSH	$279.2K
6	Symmetry Partners, LLC	Shares	19.1KSH	$206.1K
7	Williams & Novak, LLC	Shares	17.5KSH	$188.5K
8	Fifth Third Wealth Advisors LLC	Shares	16.9KSH	$182.4K
9	ANCHYRA PARTNERS LLC	Shares	16.2KSH	$174.4K
10	CWC Advisors, LLC.	Shares	15.4KSH	$166.3K
11	CERTIOR FINANCIAL GROUP, LLC	Shares	13.5KSH	$145.4K
12	Park Capital Management, LLC / WI	Shares	13.2KSH	$142.0K
13	Abel Hall, LLC	Shares	12.4KSH	$133.2K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.4KSH	$114.8K
15	Commonwealth Financial Services, LLC	Shares	10.2KSH	$109.9K
16	Police & Firemen's Retirement System of New Jersey	Shares	6.9KSH	$74.6K
17	Farther Finance Advisors, LLC	Shares	4.7KSH	$50.2K
18	Versant Capital Management, Inc	Shares	2.4KSH	$26.3K
19	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$12.7K
20	Quaker Wealth Management, LLC	Shares	1.1KSH	$12.3K
21	IFP Advisors, Inc	Shares	1.0KSH	$10.8K
22	GAMMA Investing LLC	Shares	660SH	$7.1K
23	SIGNATUREFD, LLC	Shares	382SH	$4.1K
24	Allied Private Wealth LLC	Shares	200SH	$2.0K
25	SBI Securities Co., Ltd.	Shares	106SH	$1.1K
26	True Wealth Design, LLC	Shares	88SH	$948
27	MassMutual Private Wealth & Trust, FSB	Shares	84SH	$905
28	CoreCap Advisors, LLC	Shares	79SH	$851
29	State of Alaska, Department of Revenue	Shares	1.3KSH	$13
30	Capital Advisors, Ltd. LLC	Shares	127SH	$1

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

31 / 31 loaded

#		Instrument
1	Linden Thomas Advisory Services, LLC added	Shares	+93.0K	+$698.9K	$2.5M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+46.6K	+$502.3K	$502.3K
3	Symmetry Partners, LLC new	Shares	+19.1K	+$206.1K	$206.1K
4	Fifth Third Wealth Advisors LLC new	Shares	+16.9K	+$182.4K	$182.4K
5	ANCHYRA PARTNERS LLC new	Shares	+16.2K	+$174.4K	$174.4K
6	CERTIOR FINANCIAL GROUP, LLC new	Shares	+13.5K	+$145.4K	$145.4K
7	Park Capital Management, LLC / WI new	Shares	+13.2K	+$142.0K	$142.0K
8	Abel Hall, LLC new	Shares	+12.4K	+$133.2K	$133.2K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+11.4K	+$114.8K	$114.8K
10	Commonwealth Financial Services, LLC new	Shares	+10.2K	+$109.9K	$109.9K
11	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+8.5K	+$52.0K	$279.2K
12	Farther Finance Advisors, LLC added	Shares	+3.2K	+$31.2K	$50.2K
13	Williams & Novak, LLC added	Shares	+3.9K	+$13.1K	$188.5K
14	EverSource Wealth Advisors, LLC added	Shares	+1.0K	+$10.4K	$12.7K
15	CoreCap Advisors, LLC new	Shares	+79	+$851	$851
16	True Wealth Design, LLC added	Shares	+67	+$674	$948
17	SBI Securities Co., Ltd. added	Shares	+60	+$544	$1.1K
18	Capital Advisors, Ltd. LLC new	Shares	+127	+$1	$1
19	State of Alaska, Department of Revenue unchanged	Shares	0	-$3	$13
20	SJS Investment Consulting Inc. exited	Shares	-3	-$40	$0
21	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-32	-$604	$905
22	Quaker Wealth Management, LLC unchanged	Shares	0	-$2.6K	$12.3K
23	HARBOR INVESTMENT ADVISORY, LLC exited	Shares	-294	-$3.8K	$0
24	IFP Advisors, Inc trimmed	Shares	-152	-$4.2K	$10.8K
25	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$15.5K	$74.6K
26	GAMMA Investing LLC trimmed	Shares	-2.2K	-$30.3K	$7.1K
27	SIGNATUREFD, LLC trimmed	Shares	-3.0K	-$40.4K	$4.1K
28	CWC Advisors, LLC. trimmed	Shares	-771	-$44.6K	$166.3K
29	Versant Capital Management, Inc trimmed	Shares	-5.7K	-$80.2K	$26.3K
30	UHLMANN PRICE SECURITIES, LLC unchanged	Shares	0	-$91.1K	$438.1K
31	ISTHMUS PARTNERS, LLC trimmed	Shares	-77.2K	-$1.2M	$1.0M