Filing Research | JELD - JELD-WEN HLDG INC Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	85.3KSH	$90.7K
2	Y-Intercept (Hong Kong) Ltd	Shares	31.1KSH	$46.7K
3	Merit Financial Group, LLC	Shares	27.0KSH	$40.4K
4	Aaron Wealth Advisors LLC	Shares	14.6KSH	$21.9K
5	NorthCrest Asset Manangement, LLC	Shares	10.0KSH	$12.4K
6	EverSource Wealth Advisors, LLC	Shares	6.3KSH	$9.4K
7	SIGNATUREFD, LLC	Shares	3.6KSH	$5.4K
8	Farther Finance Advisors, LLC	Shares	1.7KSH	$2.6K
9	CoreCap Advisors, LLC	Shares	1.1KSH	$1.7K
10	Bogart Wealth, LLC	Shares	1.1KSH	$1.6K
11	GAMMA Investing LLC	Shares	807SH	$1.2K
12	SJS Investment Consulting Inc.	Shares	725SH	$1.1K
13	MassMutual Private Wealth & Trust, FSB	Shares	548SH	$822
14	Fortitude Family Office, LLC	Shares	370SH	$555
15	Wealth Enhancement Trust Services, Inc.	Shares	364SH	$546
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	351SH	$523
17	IFP Advisors, Inc	Shares	332SH	$498
18	True Wealth Design, LLC	Shares	290SH	$435
19	Lodestone Wealth Management LLC	Shares	161SH	$242
20	SBI Securities Co., Ltd.	Shares	5SH	$8

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

22 / 22 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+70.4K	+$74.4K	$90.7K
2	Y-Intercept (Hong Kong) Ltd new	Shares	+31.1K	+$46.7K	$46.7K
3	Merit Financial Group, LLC added	Shares	+13.7K	+$24.0K	$40.4K
4	NorthCrest Asset Manangement, LLC new	Shares	+10.0K	+$12.4K	$12.4K
5	EverSource Wealth Advisors, LLC added	Shares	+3.3K	+$5.8K	$9.4K
6	Aaron Wealth Advisors LLC unchanged	Shares	0	+$3.8K	$21.9K
7	Farther Finance Advisors, LLC added	Shares	+1.1K	+$1.8K	$2.6K
8	Bogart Wealth, LLC new	Shares	+1.1K	+$1.6K	$1.6K
9	SJS Investment Consulting Inc. added	Shares	+708	+$1.1K	$1.1K
10	SIGNATUREFD, LLC unchanged	Shares	0	+$939	$5.4K
11	GAMMA Investing LLC added	Shares	+541	+$881	$1.2K
12	Fortitude Family Office, LLC new	Shares	+370	+$555	$555
13	Wealth Enhancement Trust Services, Inc. new	Shares	+364	+$546	$546
14	True Wealth Design, LLC new	Shares	+290	+$435	$435
15	CoreCap Advisors, LLC unchanged	Shares	0	+$290	$1.7K
16	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$142	$822
17	IFP Advisors, Inc added	Shares	+38	+$133	$498
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$112	$523
19	Lodestone Wealth Management LLC unchanged	Shares	0	+$42	$242
20	SBI Securities Co., Ltd. unchanged	Shares	0	+$2	$8
21	Police & Firemen's Retirement System of New Jersey exited	Shares	-18.5K	-$23.0K	$0
22	Assenagon Asset Management S.A. exited	Shares	-682.9K	-$846.8K	$0