Filing Research | HTFL - HEARTFLOW INC Institutional Holdings

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	167.2KSH	$4.5M
2	TFC Financial Management, Inc.	Shares	55.6KSH	$1.6M
3	Diversified Trust Co	Shares	24.5KSH	$719.6K
4	Police & Firemen's Retirement System of New Jersey	Shares	23.7KSH	$695.7K
5	Perpetual Ltd	Shares	15.7KSH	$461.8K
6	Avior Wealth Management, LLC	Shares	12.5KSH	$367.6K
7	RiverPark Advisors, LLC	Shares	4.8KSH	$140.1K
8	Versant Capital Management, Inc	Shares	1.1KSH	$31.0K
9	EverSource Wealth Advisors, LLC	Shares	503SH	$14.8K
10	GAMMA Investing LLC	Shares	366SH	$10.7K
11	Center for Financial Planning, Inc.	Shares	268SH	$7.9K
12	Farther Finance Advisors, LLC	Shares	172SH	$5.1K
13	True Wealth Design, LLC	Shares	173SH	$5.1K
14	IFP Advisors, Inc	Shares	85SH	$2.5K
15	Fortitude Family Office, LLC	Shares	57SH	$1.7K
16	Handelsbanken Fonder AB	Shares	31.0KSH	$910
17	SJS Investment Consulting Inc.	Shares	21SH	$617
18	Ares Financial Consulting, LLC	Shares	19SH	$557
19	FNY Investment Advisers, LLC	Shares	130SH	$3

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

22 / 22 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+33.2K	+$1.1M	$4.5M
2	Police & Firemen's Retirement System of New Jersey added	Shares	+18.0K	+$557.6K	$695.7K
3	Diversified Trust Co added	Shares	+10.3K	+$374.1K	$719.6K
4	TFC Financial Management, Inc. unchanged	Shares	0	+$278.5K	$1.6M
5	Perpetual Ltd unchanged	Shares	0	+$78.9K	$461.8K
6	Avior Wealth Management, LLC trimmed	Shares	-19	+$62.3K	$367.6K
7	RiverPark Advisors, LLC added	Shares	+570	+$37.8K	$140.1K
8	Versant Capital Management, Inc added	Shares	+3	+$5.4K	$31.0K
9	EverSource Wealth Advisors, LLC added	Shares	+72	+$4.3K	$14.8K
10	GAMMA Investing LLC added	Shares	+92	+$4.1K	$10.7K
11	Farther Finance Advisors, LLC added	Shares	+79	+$2.9K	$5.1K
12	Fortitude Family Office, LLC new	Shares	+57	+$1.7K	$1.7K
13	True Wealth Design, LLC added	Shares	+22	+$1.4K	$5.1K
14	Center for Financial Planning, Inc. unchanged	Shares	0	+$1.3K	$7.9K
15	Handelsbanken Fonder AB new	Shares	+31.0K	+$910	$910
16	Ares Financial Consulting, LLC new	Shares	+19	+$557	$557
17	SJS Investment Consulting Inc. added	Shares	+7	+$276	$617
18	IFP Advisors, Inc trimmed	Shares	-8	+$231	$2.5K
19	FNY Investment Advisers, LLC trimmed	Shares	-130	-$3	$3
20	Rachor Investment Advisory Services, LLC exited	Shares	-65	-$1.6K	$0
21	Valeo Financial Advisors, LLC exited	Shares	-10.9K	-$264.9K	$0
22	TrueMark Investments, LLC exited	Shares	-26.9K	-$654.1K	$0