Filing Research | HLLY - HOLLEY INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	4.9MSH	$12.5M
2	Skylands Capital, LLC	Shares	1.1MSH	$2.7M
3	Diversified Trust Co	Shares	38.5KSH	$98.3K
4	Police & Firemen's Retirement System of New Jersey	Shares	20.6KSH	$52.4K
5	Bogart Wealth, LLC	Shares	5.0KSH	$12.8K
6	Fortitude Family Office, LLC	Shares	844SH	$2.2K
7	Physician Wealth Advisors, Inc.	Shares	642SH	$1.6K
8	Torren Management, LLC	Shares	456SH	$1.2K
9	EverSource Wealth Advisors, LLC	Shares	415SH	$1.1K
10	True Wealth Design, LLC	Shares	399SH	$1.0K
11	IFP Advisors, Inc	Shares	222SH	$566
12	Corsicana & Co.	Shares	200SH	$510
13	SBI Securities Co., Ltd.	Shares	188SH	$479
14	Wealth Enhancement Trust Services, Inc.	Shares	33SH	$84
15	Farther Finance Advisors, LLC	Shares	25SH	$64
16	State of Alaska, Department of Revenue	Shares	8.6KSH	$22

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

19 / 19 loaded

#		Instrument
1	WASATCH ADVISORS LP added	Shares	+1.3M	+$1.4M	$12.5M
2	Diversified Trust Co new	Shares	+38.5K	+$98.3K	$98.3K
3	Bogart Wealth, LLC new	Shares	+5.0K	+$12.8K	$12.8K
4	Corsicana & Co. new	Shares	+200	+$510	$510
5	Physician Wealth Advisors, Inc. added	Shares	+159	+$155	$1.6K
6	Wealth Enhancement Trust Services, Inc. new	Shares	+33	+$84	$84
7	State of Alaska, Department of Revenue unchanged	Shares	0	-$4	$22
8	SBI Securities Co., Ltd. added	Shares	+28	-$12	$479
9	SJS Investment Consulting Inc. exited	Shares	-5	-$16	$0
10	Torren Management, LLC unchanged	Shares	0	-$237	$1.2K
11	Fortitude Family Office, LLC unchanged	Shares	0	-$439	$2.2K
12	IFP Advisors, Inc trimmed	Shares	-121	-$487	$566
13	True Wealth Design, LLC trimmed	Shares	-245	-$960	$1.0K
14	EverSource Wealth Advisors, LLC trimmed	Shares	-247	-$974	$1.1K
15	Farther Finance Advisors, LLC trimmed	Shares	-352	-$1.1K	$64
16	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$10.7K	$52.4K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-16.2K	-$49.7K	$0
18	Certified Advisory Corp exited	Shares	-21.2K	-$65.1K	$0
19	Skylands Capital, LLC added	Shares	+76.0K	-$323.1K	$2.7M

Filing Research | HLLY - HOLLEY INC Institutional Holdings