Filing Research | INNV - INNOVAGE HLDG CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Arlington Capital Management, Inc.	Shares	29.7KSH	$351.9K
2	Police & Firemen's Retirement System of New Jersey	Shares	5.0KSH	$59.0K
3	GAMMA Investing LLC	Shares	127SH	$1.5K
4	EverSource Wealth Advisors, LLC	Shares	114SH	$1.4K
5	SJS Investment Consulting Inc.	Shares	54SH	$640
6	SBI Securities Co., Ltd.	Shares	17SH	$201
7	Farther Finance Advisors, LLC	Shares	12SH	$142
8	State of Alaska, Department of Revenue	Shares	6.6KSH	$77
9	True Wealth Design, LLC	Shares	5SH	$60
10	IFP Advisors, Inc	Shares	4SH	$47
11	Fortitude Family Office, LLC	Shares	2SH	$24

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

12 / 12 loaded

#		Instrument
1	Arlington Capital Management, Inc. new	Shares	+29.7K	+$351.9K	$351.9K
2	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$19.1K	$59.0K
3	SJS Investment Consulting Inc. new	Shares	+54	+$640	$640
4	EverSource Wealth Advisors, LLC added	Shares	+11	+$527	$1.4K
5	GAMMA Investing LLC trimmed	Shares	-24	+$294	$1.5K
6	SBI Securities Co., Ltd. new	Shares	+17	+$201	$201
7	Farther Finance Advisors, LLC added	Shares	+2	+$62	$142
8	State of Alaska, Department of Revenue unchanged	Shares	0	+$25	$77
9	Fortitude Family Office, LLC new	Shares	+2	+$24	$24
10	IFP Advisors, Inc unchanged	Shares	0	+$15	$47
11	True Wealth Design, LLC trimmed	Shares	-1	+$11	$60
12	Baron Wealth Management LLC exited	Shares	-13.0K	-$103.9K	$0

Filing Research | INNV - INNOVAGE HLDG CORP Institutional Holdings