Filing Research | INDI - INDIE SEMICONDUCTOR INC Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	5.3MSH	$24.0M
2	WASATCH ADVISORS LP	Shares	3.8MSH	$16.9M
3	MOODY NATIONAL BANK TRUST DIVISION	Shares	997.0KSH	$4.5M
4	MIZUHO MARKETS AMERICAS LLC	Shares	723.0KSH	$3.2M
5	Register Financial Advisors LLC	Shares	493.4KSH	$2.2M
6	Bouvel Investment Partners, LLC	Shares	300.4KSH	$1.3M
7	Counterpoint Mutual Funds LLC	Shares	169.5KSH	$760.9K
8	Mirae Asset Global Investments Co., Ltd.	Shares	105.0KSH	$471.5K
9	INDEPENDENT FINANCIAL GROUP, LLC	Shares	79.5KSH	$357.0K
10	Police & Firemen's Retirement System of New Jersey	Shares	66.2KSH	$297.2K
11	SALEM INVESTMENT COUNSELORS INC	Shares	41.3KSH	$185.4K
12	Sequoia Financial Advisors, LLC	Shares	29.6KSH	$133.0K
13	Ballentine Partners, LLC	Shares	18.2KSH	$81.9K
14	EXCHANGE TRADED CONCEPTS, LLC	Shares	15.4KSH	$69.0K
15	SIGNATUREFD, LLC	Shares	14.9KSH	$66.9K
16	First Bank & Trust	Shares	14.6KSH	$65.4K
17	Abel Hall, LLC	Shares	13.1KSH	$58.6K
18	Everhart Financial Group, Inc.	Shares	11.1KSH	$49.9K
19	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	10.3KSH	$46.0K
20	SBI Securities Co., Ltd.	Shares	8.0KSH	$36.0K
21	Global X Japan Co., Ltd.	Shares	4.9KSH	$22.2K
22	CoreCap Advisors, LLC	Shares	4.0KSH	$18.0K
23	Farther Finance Advisors, LLC	Shares	1.7KSH	$7.7K
24	Physician Wealth Advisors, Inc.	Shares	921SH	$4.1K
25	EverSource Wealth Advisors, LLC	Shares	563SH	$2.5K
26	JNBA Financial Advisors	Shares	393SH	$1.8K
27	Hughes Financial Services, LLC	Shares	330SH	$1.5K
28	Fortitude Family Office, LLC	Shares	250SH	$1.1K
29	LANARK FINANCIAL, INC.	Shares	200SH	$898
30	Bogart Wealth, LLC	Shares	147SH	$660
31	FNY Investment Advisers, LLC	Shares	100.0KSH	$449
32	GAMMA Investing LLC	Shares	100SH	$449
33	Investors Research Corp	Shares	100SH	$449
34	TSFG, LLC	Shares	125SH	$1

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

35 / 35 loaded

#		Instrument
1	Artemis Investment Management LLP added	Shares	+207.4K	+$7.5M	$24.0M
2	WASATCH ADVISORS LP trimmed	Shares	-53.5K	+$4.6M	$16.9M
3	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+50.4K	+$1.4M	$4.5M
4	MIZUHO MARKETS AMERICAS LLC trimmed	Shares	-61.7K	+$719.6K	$3.2M
5	Register Financial Advisors LLC trimmed	Shares	-2.6K	+$618.3K	$2.2M
6	Bouvel Investment Partners, LLC added	Shares	+1.5K	+$386.5K	$1.3M
7	Counterpoint Mutual Funds LLC unchanged	Shares	0	+$215.2K	$760.9K
8	Sequoia Financial Advisors, LLC new	Shares	+29.6K	+$133.0K	$133.0K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+12.5K	+$124.5K	$297.2K
10	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-6.5K	+$112.3K	$471.5K
11	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-3.0K	+$91.3K	$357.0K
12	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$52.4K	$185.4K
13	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+9.2K	+$49.1K	$69.0K
14	Ballentine Partners, LLC trimmed	Shares	-316	+$22.1K	$81.9K
15	SIGNATUREFD, LLC added	Shares	+410	+$20.2K	$66.9K
16	CoreCap Advisors, LLC new	Shares	+4.0K	+$18.0K	$18.0K
17	SBI Securities Co., Ltd. added	Shares	+2.3K	+$17.6K	$36.0K
18	Abel Hall, LLC trimmed	Shares	-747	+$14.2K	$58.6K
19	Everhart Financial Group, Inc. unchanged	Shares	0	+$14.1K	$49.9K
20	First Bank & Trust trimmed	Shares	-1.4K	+$14.0K	$65.4K
21	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$13.0K	$46.0K
22	Global X Japan Co., Ltd. added	Shares	+1.3K	+$10.6K	$22.2K
23	Farther Finance Advisors, LLC added	Shares	+364	+$3.5K	$7.7K
24	Physician Wealth Advisors, Inc. added	Shares	+173	+$1.7K	$4.1K
25	Bogart Wealth, LLC new	Shares	+147	+$660	$660
26	JNBA Financial Advisors unchanged	Shares	0	+$499	$1.8K
27	FNY Investment Advisers, LLC new	Shares	+100.0K	+$449	$449
28	Hughes Financial Services, LLC unchanged	Shares	0	+$419	$1.5K
29	Fortitude Family Office, LLC unchanged	Shares	0	+$318	$1.1K
30	LANARK FINANCIAL, INC. unchanged	Shares	0	+$254	$898
31	Investors Research Corp unchanged	Shares	0	+$127	$449
32	TSFG, LLC unchanged	Shares	0	+$1	$1
33	EverSource Wealth Advisors, LLC trimmed	Shares	-273	-$164	$2.5K
34	GAMMA Investing LLC trimmed	Shares	-136	-$311	$449
35	Sound Income Strategies, LLC exited	Shares	-1.0K	-$3.1K	$0