Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Robeco Institutional Asset Management B.V. | $1.3M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $605.5K |
| 3 | Marquette Asset Management, LLC | $318.3K |
| 4 | Blue Trust, Inc. | $245.6K |
| 5 | Mraz, Amerine & Associates, Inc. | $243.1K |
| 6 | Olympiad Research LP | $170.7K |
| 7 | BFSG, LLC | $148.7K |
| 8 | Police & Firemen's Retirement System of New Jersey | $131.5K |
| 9 | CoreCap Advisors, LLC | $96.1K |
| 10 | Versant Capital Management, Inc | $90.3K |
| 11 | GAMMA Investing LLC | $75.6K |
| 12 | Farther Finance Advisors, LLC | $28.6K |
| 13 | EverSource Wealth Advisors, LLC | $25.9K |
| 14 | Founders Capital Management | $24.6K |
| 15 | SIGNATUREFD, LLC | $8.1K |
| 16 | IFP Advisors, Inc | $5.9K |
| 17 | True Wealth Design, LLC | $3.1K |
| 18 | SJS Investment Consulting Inc. | $774 |
| 19 | Fortitude Family Office, LLC | $651 |
| 20 | State of Alaska, Department of Revenue | $88 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$363.2K | |
| 2 | +$318.3K | |
| 3 | +$273.4K | |
| 4 | +$243.1K | |
| 5 | +$170.7K | |
| 6 | +$68.6K | |
| 7 | +$46.0K | |
| 8 | +$41.5K | |
| 9 | +$36.7K | |
| 10 | +$30.2K | |
| 11 | +$27.0K | |
| 12 | +$26.8K | |
| 13 | +$17.8K | |
| 14 | +$6.9K | |
| 15 | +$2.7K | |
| 16 | +$1.0K | |
| 17 | +$651 | |
| 18 | +$591 | |
| 19 | +$420 | |
| 20 | +$25 |