Filing Research | KLTR - KALTURA INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Abel Hall, LLC	Shares	42.7KSH	$55.5K
2	Police & Firemen's Retirement System of New Jersey	Shares	30.4KSH	$39.5K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	26.1KSH	$33.4K
4	MARATHON CAPITAL MANAGEMENT	Shares	15.0KSH	$19.5K
5	EverSource Wealth Advisors, LLC	Shares	1.6KSH	$2.1K
6	GAMMA Investing LLC	Shares	691SH	$898
7	True Wealth Design, LLC	Shares	356SH	$463
8	Farther Finance Advisors, LLC	Shares	302SH	$391
9	Fortitude Family Office, LLC	Shares	108SH	$140
10	IFP Advisors, Inc	Shares	87SH	$113
11	SJS Investment Consulting Inc.	Shares	31SH	$41

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

13 / 13 loaded

#		Instrument
1	Abel Hall, LLC new	Shares	+42.7K	+$55.5K	$55.5K
2	MARATHON CAPITAL MANAGEMENT new	Shares	+15.0K	+$19.5K	$19.5K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.1K	+$15.0K	$33.4K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$2.4K	$39.5K
5	EverSource Wealth Advisors, LLC added	Shares	+757	+$1.1K	$2.1K
6	True Wealth Design, LLC added	Shares	+220	+$297	$463
7	Farther Finance Advisors, LLC added	Shares	+177	+$245	$391
8	Fortitude Family Office, LLC new	Shares	+108	+$140	$140
9	GAMMA Investing LLC unchanged	Shares	0	+$55	$898
10	IFP Advisors, Inc added	Shares	+23	+$35	$113
11	SJS Investment Consulting Inc. added	Shares	+18	+$25	$41
12	Rachor Investment Advisory Services, LLC exited	Shares	-388	-$474	$0
13	Physician Wealth Advisors, Inc. exited	Shares	-658	-$803	$0

Filing Research | KLTR - KALTURA INC Institutional Holdings