Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Y-Intercept (Hong Kong) Ltd | $1.8M |
| 2 | Arena Capital Advisors, LLC- CA | $1.1M |
| 3 | SummerHaven Investment Management, LLC | $987.2K |
| 4 | SteelPeak Wealth, LLC | $657.5K |
| 5 | Diversified Trust Co | $533.8K |
| 6 | Police & Firemen's Retirement System of New Jersey | $416.1K |
| 7 | Range Financial Group LLC | $348.1K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $216.7K |
| 9 | SEAVIEW INVESTMENT MANAGERS LLC | $164.8K |
| 10 | CHICAGO TRUST Co NA | $153.1K |
| 11 | Curated Wealth Partners LLC | $112.6K |
| 12 | GAMMA Investing LLC | $91.7K |
| 13 | Versant Capital Management, Inc | $16.5K |
| 14 | SIGNATUREFD, LLC | $12.4K |
| 15 | EverSource Wealth Advisors, LLC | $8.2K |
| 16 | Fortitude Family Office, LLC | $3.4K |
| 17 | IFP Advisors, Inc | $2.6K |
| 18 | Farther Finance Advisors, LLC | $2.4K |
| 19 | Bogart Wealth, LLC | $592 |
| 20 | SBI Securities Co., Ltd. | $473 |
| 21 | True Wealth Design, LLC | $461 |
| 22 | State of Alaska, Department of Revenue | $172 |
| 23 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $123 |
| 24 | Torren Management, LLC | $118 |
| 25 | Hughes Financial Services, LLC | $13 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$119.0K | |
| 3 | +$112.6K | |
| 4 | +$20.2K | |
| 5 | +$3.4K | |
| 6 | +$3.2K | |
| 7 | +$592 | |
| 8 | +$244 | |
| 9 | +$59 | |
| 10 | -$2 | |
| 11 | -$14 | |
| 12 | -$16 | |
| 13 | -$20 | |
| 14 | -$57 | |
| 15 | -$148 | |
| 16 | -$555 | |
| 17 | -$1.5K | |
| 18 | -$2.3K | |
| 19 | -$3.7K | |
| 20 | -$5.8K | |
| 21 | -$19.7K | |
| 22 | -$21.8K | |
| 23 | -$37.5K | |
| 24 | -$43.5K | |
| 25 | -$69.8K | |
| 26 | -$100.2K | |
| 27 | -$117.9K | |
| 28 | -$151.6K | |
| 29 | -$236.8K | |
| 30 | -$2.3M |