Filing Research | KRMN - KARMAN HLDGS INC Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	Falcon Wealth Planning	Shares	2.6MSH	$128.3M
2	ZEVENBERGEN CAPITAL INVESTMENTS LLC	Shares	874.6KSH	$43.7M
3	CONGRESS ASSET MANAGEMENT CO	Shares	863.3KSH	$43.1M
4	Conestoga Capital Advisors, LLC	Shares	798.5KSH	$39.9M
5	Mirae Asset Global Investments Co., Ltd.	Shares	728.2KSH	$36.4M
6	LBP AM SA	Shares	370.0KSH	$18.5M
7	Swedbank AB	Shares	67.8KSH	$3.4M
8	Y-Intercept (Hong Kong) Ltd	Shares	53.9KSH	$2.7M
9	MOODY ALDRICH PARTNERS LLC	Shares	41.6KSH	$2.1M
10	TRUE Private Wealth Advisors	Shares	32.3KSH	$1.6M
11	Police & Firemen's Retirement System of New Jersey	Shares	31.7KSH	$1.6M
12	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	25.9KSH	$1.3M
13	SAPIENT CAPITAL LLC	Shares	22.4KSH	$1.1M
14	Diversified Trust Co	Shares	18.3KSH	$914.1K
15	WEST MICHIGAN ADVISORS, LLC	Shares	8.3KSH	$662.6K
16	D.A. DAVIDSON & CO.	Shares	11.6KSH	$577.3K
17	Portside Wealth Group, LLC	Shares	10.3KSH	$514.3K
18	Alliance Wealth Advisors, LLC /UT	Shares	9.8KSH	$488.4K
19	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	4.9KSH	$245.9K
20	Brookstone Capital Management	Shares	4.9KSH	$245.5K
21	Envestnet Portfolio Solutions, Inc.	Shares	4.4KSH	$220.7K
22	BANQUE PICTET & CIE SA	Shares	4.4KSH	$218.2K
23	Legacy Wealth Asset Management, LLC	Shares	4.0KSH	$200.3K
24	SBI Securities Co., Ltd.	Shares	2.2KSH	$108.9K
25	RiverPark Advisors, LLC	Shares	2.1KSH	$104.7K
26	Curated Wealth Partners LLC	Shares	65.0KSH	$75.6K
27	Hilltop National Bank	Shares	1.3KSH	$62.8K
28	Atlatl Advisers LLC	Shares	1.1KSH	$53.7K
29	Essential Investment Partners LLC	Shares	763SH	$38.1K
30	Bogart Wealth, LLC	Shares	500SH	$25.0K
31	Farther Finance Advisors, LLC	Shares	499SH	$24.9K
32	MassMutual Private Wealth & Trust, FSB	Shares	387SH	$19.3K
33	Wilkerson Advisory Group LLC	Shares	384SH	$19.2K
34	FIRST HORIZON CORP	Shares	350SH	$17.5K
35	GAMMA Investing LLC	Shares	265SH	$13.2K
36	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	220SH	$12.1K
37	EverSource Wealth Advisors, LLC	Shares	208SH	$10.4K
38	SIGNATUREFD, LLC	Shares	128SH	$6.4K
39	Triumph Capital Management	Shares	100SH	$5.0K
40	Cedar Mountain Advisors, LLC	Shares	63SH	$3.1K
41	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	50SH	$2.5K
42	Golden State Wealth Management, LLC	Shares	46SH	$2.3K
43	Physician Wealth Advisors, Inc.	Shares	41SH	$2.0K
44	Cape Investment Advisory, Inc.	Shares	20SH	$998
45	Fortitude Family Office, LLC	Shares	20SH	$998
46	PARK AVENUE SECURITIES LLC	Shares	17.7KSH	$884
47	Mascoma Wealth Management LLC	Shares	8SH	$399
48	TOWER TRUST & INVESTMENT Co	Shares	8SH	$399
49	AMALGAMATED BANK	Shares	4.9KSH	$244
50	Ritter Daniher Financial Advisory LLC / DE	Shares	4SH	$200

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

50 / 74 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. new	Shares	+728.2K	+$36.4M	$36.4M
2	Swedbank AB new	Shares	+67.8K	+$3.4M	$3.4M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+53.9K	+$2.7M	$2.7M
4	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+4.9K	+$245.9K	$245.9K
5	Diversified Trust Co added	Shares	+9.8K	+$236.4K	$914.1K
6	BANQUE PICTET & CIE SA new	Shares	+4.4K	+$218.2K	$218.2K
7	Curated Wealth Partners LLC new	Shares	+65.0K	+$75.6K	$75.6K
8	Atlatl Advisers LLC new	Shares	+1.1K	+$53.7K	$53.7K
9	Bogart Wealth, LLC new	Shares	+500	+$25.0K	$25.0K
10	SBI Securities Co., Ltd. added	Shares	+988	+$13.4K	$108.9K
11	Hilltop National Bank added	Shares	+588	+$9.2K	$62.8K
12	MassMutual Private Wealth & Trust, FSB added	Shares	+213	+$5.4K	$19.3K
13	Golden State Wealth Management, LLC new	Shares	+46	+$2.3K	$2.3K
14	Cape Investment Advisory, Inc. new	Shares	+20	+$998	$998
15	Mascoma Wealth Management LLC new	Shares	+8	+$399	$399
16	TOWER TRUST & INVESTMENT Co new	Shares	+8	+$399	$399
17	Physician Wealth Advisors, Inc. added	Shares	+18	+$205	$2.0K
18	TSFG, LLC new	Shares	+600	+$30	$30
19	CX Institutional new	Shares	+557	+$28	$28
20	Activest Wealth Management new	Shares	0	$0	$0
21	WEST MICHIGAN ADVISORS, LLC unchanged	Shares	0	$0	$662.6K
22	PARK AVENUE SECURITIES LLC added	Shares	+6.3K	-$33	$884
23	AMALGAMATED BANK added	Shares	+911	-$75	$244
24	Hughes Financial Services, LLC exited	Shares	-1	-$80	$0
25	TFC Financial Management, Inc. exited	Shares	-1	-$81	$0
26	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	-$121	$200
27	AdvisorNet Financial, Inc exited	Shares	-2	-$160	$0
28	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$770	$2.5K
29	Cromwell Holdings LLC exited	Shares	-10	-$801	$0
30	Fortitude Family Office, LLC trimmed	Shares	-10	-$1.4K	$998
31	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$1.9K	$3.1K
32	Rachor Investment Advisory Services, LLC exited	Shares	-26	-$2.1K	$0
33	Wall Street Financial Group, Inc. exited	Shares	-28	-$2.2K	$0
34	FIRST HORIZON CORP added	Shares	+100	-$2.5K	$17.5K
35	Triumph Capital Management unchanged	Shares	0	-$3.0K	$5.0K
36	Atlantic Edge Private Wealth Management, LLC exited	Shares	-45	-$3.6K	$0
37	D.A. DAVIDSON & CO. added	Shares	+4.3K	-$4.2K	$577.3K
38	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-21	-$7.8K	$12.1K
39	SIGNATUREFD, LLC trimmed	Shares	-51	-$7.9K	$6.4K
40	Grove Bank & Trust exited	Shares	-100	-$8.0K	$0
41	Brookstone Capital Management added	Shares	+1.7K	-$8.8K	$245.5K
42	Tema ETFs LLC exited	Shares	-168	-$13.4K	$0
43	Essential Investment Partners LLC added	Shares	+10	-$22.2K	$38.1K
44	EverSource Wealth Advisors, LLC trimmed	Shares	-211	-$23.2K	$10.4K
45	GAMMA Investing LLC trimmed	Shares	-218	-$25.4K	$13.2K
46	Farther Finance Advisors, LLC trimmed	Shares	-160	-$29.6K	$24.9K
47	Portside Wealth Group, LLC added	Shares	+3.3K	-$42.6K	$514.3K
48	Legacy Wealth Asset Management, LLC added	Shares	+976	-$42.8K	$200.3K
49	Wilkerson Advisory Group LLC trimmed	Shares	-577	-$57.8K	$19.2K
50	RiverPark Advisors, LLC trimmed	Shares	-25	-$65.2K	$104.7K

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