Filing Research | KULR - KULR TECHNOLOGY GROUP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	14.9KSH	$56.7K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.0KSH	$48.3K
3	SBI Securities Co., Ltd.	Shares	12.1KSH	$46.0K
4	PFS Partners, LLC	Shares	1.6KSH	$6.1K
5	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$5.2K
6	LRI Investments, LLC	Shares	1.3KSH	$4.8K
7	SOA Wealth Advisors, LLC.	Shares	1.3KSH	$4.8K
8	Blue Trust, Inc.	Shares	486SH	$1.9K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	468SH	$1.8K
10	Farther Finance Advisors, LLC	Shares	414SH	$1.6K
11	Marquette Asset Management, LLC	Shares	248SH	$945
12	Bogart Wealth, LLC	Shares	221SH	$842
13	True Wealth Design, LLC	Shares	19SH	$73
14	SJS Investment Consulting Inc.	Shares	16SH	$61
15	IFP Advisors, Inc	Shares	14SH	$53
16	GHP Investment Advisors, Inc.	Shares	12SH	$46
17	SALEM INVESTMENT COUNSELORS INC	Shares	4SH	$16

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

18 / 18 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+14.9K	+$56.7K	$56.7K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+15.0K	+$48.3K	$48.3K
3	SBI Securities Co., Ltd. trimmed	Shares	-2.1K	+$12.3K	$46.0K
4	EverSource Wealth Advisors, LLC added	Shares	+799	+$3.9K	$5.2K
5	SOA Wealth Advisors, LLC. added	Shares	+750	+$3.6K	$4.8K
6	PFS Partners, LLC unchanged	Shares	0	+$2.3K	$6.1K
7	LRI Investments, LLC unchanged	Shares	0	+$1.8K	$4.8K
8	Farther Finance Advisors, LLC added	Shares	+302	+$1.4K	$1.6K
9	Marquette Asset Management, LLC new	Shares	+248	+$945	$945
10	Blue Trust, Inc. unchanged	Shares	0	+$700	$1.9K
11	Bogart Wealth, LLC added	Shares	+157	+$690	$842
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-187	+$488	$1.8K
13	True Wealth Design, LLC added	Shares	+17	+$68	$73
14	SJS Investment Consulting Inc. added	Shares	+7	+$39	$61
15	IFP Advisors, Inc added	Shares	+6	+$34	$53
16	GHP Investment Advisors, Inc. unchanged	Shares	0	+$17	$46
17	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$6	$16
18	Police & Firemen's Retirement System of New Jersey exited	Shares	-12.5K	-$29.6K	$0

Filing Research | KULR - KULR TECHNOLOGY GROUP INC Institutional Holdings