Filing Research | IDR - IDAHO STRATEGIC RESOURCES Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	IFP Advisors, Inc	Shares	12.9KSH	$423.2K
2	Fermata Advisors, LLC	Shares	10.3KSH	$338.7K
3	Police & Firemen's Retirement System of New Jersey	Shares	5.0KSH	$164.6K
4	HHM Wealth Advisors, LLC	Shares	3.7KSH	$119.9K
5	Wilkerson Advisory Group LLC	Shares	1.5KSH	$48.7K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.0KSH	$32.8K
7	EverSource Wealth Advisors, LLC	Shares	423SH	$13.9K
8	GAMMA Investing LLC	Shares	185SH	$6.1K
9	SBI Securities Co., Ltd.	Shares	167SH	$5.5K
10	LANARK FINANCIAL, INC.	Shares	150SH	$4.9K
11	SIGNATUREFD, LLC	Shares	78SH	$2.6K
12	State of Alaska, Department of Revenue	Shares	16.8KSH	$549
13	Versant Capital Management, Inc	Shares	1SH	$33
14	MassMutual Private Wealth & Trust, FSB	Shares	0SH	$0

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

19 / 19 loaded

#		Instrument
1	IFP Advisors, Inc added	Shares	+6.4K	+$214.0K	$423.2K
2	Police & Firemen's Retirement System of New Jersey added	Shares	+1.4K	+$48.6K	$164.6K
3	HHM Wealth Advisors, LLC added	Shares	+1.0K	+$34.4K	$119.9K
4	Fermata Advisors, LLC added	Shares	+3	+$6.6K	$338.7K
5	GAMMA Investing LLC added	Shares	+35	+$1.2K	$6.1K
6	Wilkerson Advisory Group LLC unchanged	Shares	0	+$937	$48.7K
7	SBI Securities Co., Ltd. added	Shares	+8	+$362	$5.5K
8	LANARK FINANCIAL, INC. unchanged	Shares	0	+$94	$4.9K
9	SIGNATUREFD, LLC trimmed	Shares	-1	+$18	$2.6K
10	State of Alaska, Department of Revenue unchanged	Shares	0	+$10	$549
11	MassMutual Private Wealth & Trust, FSB new	Shares	0	$0	$0
12	FNY Investment Advisers, LLC exited	Shares	-6.4K	-$206	$0
13	EverSource Wealth Advisors, LLC trimmed	Shares	-30	-$697	$13.9K
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$800	$32.8K
15	Farther Finance Advisors, LLC exited	Shares	-50	-$1.7K	$0
16	Versant Capital Management, Inc trimmed	Shares	-65	-$2.1K	$33
17	Longview Financial Advisors, Inc. exited	Shares	-187	-$6.0K	$0
18	Sound Income Strategies, LLC exited	Shares	-1.0K	-$34.4K	$0
19	Prospera Financial Services Inc exited	Shares	-8.6K	-$276.5K	$0

Filing Research | IDR - IDAHO STRATEGIC RESOURCES Institutional Holdings