Filing Research | HIPO - HIPPO HLDGS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Amplius Wealth Advisors, LLC	Shares	15.3KSH	$431.8K
2	Y-Intercept (Hong Kong) Ltd	Shares	7.1KSH	$200.7K
3	Police & Firemen's Retirement System of New Jersey	Shares	5.0KSH	$142.1K
4	Farther Finance Advisors, LLC	Shares	199SH	$5.6K
5	Versant Capital Management, Inc	Shares	124SH	$3.5K
6	IFP Advisors, Inc	Shares	87SH	$2.5K
7	GAMMA Investing LLC	Shares	75SH	$2.1K
8	EverSource Wealth Advisors, LLC	Shares	54SH	$1.5K
9	Torren Management, LLC	Shares	44SH	$1.2K
10	SJS Investment Consulting Inc.	Shares	18SH	$509
11	True Wealth Design, LLC	Shares	10SH	$283
12	SBI Securities Co., Ltd.	Shares	3SH	$85
13	Capital Advisors, Ltd. LLC	Shares	14SH	$0

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

15 / 15 loaded

#		Instrument
1	Amplius Wealth Advisors, LLC new	Shares	+15.3K	+$431.8K	$431.8K
2	Y-Intercept (Hong Kong) Ltd new	Shares	+7.1K	+$200.7K	$200.7K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$11.1K	$142.1K
4	IFP Advisors, Inc added	Shares	+38	+$1.2K	$2.5K
5	Farther Finance Advisors, LLC added	Shares	+17	+$974	$5.6K
6	SJS Investment Consulting Inc. new	Shares	+18	+$509	$509
7	EverSource Wealth Advisors, LLC added	Shares	+12	+$432	$1.5K
8	True Wealth Design, LLC new	Shares	+10	+$283	$283
9	Versant Capital Management, Inc unchanged	Shares	0	+$273	$3.5K
10	Torren Management, LLC unchanged	Shares	0	+$96	$1.2K
11	SBI Securities Co., Ltd. unchanged	Shares	0	+$7	$85
12	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
13	GAMMA Investing LLC trimmed	Shares	-552	-$14.2K	$2.1K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-12.0K	-$21.2K	$0
15	NorthCrest Asset Manangement, LLC exited	Shares	-11.2K	-$290.0K	$0

Filing Research | HIPO - HIPPO HLDGS INC Institutional Holdings