Filing Research | LADR - LADDER CAP CORP Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	QRG CAPITAL MANAGEMENT, INC.	Shares	171.2KSH	$1.7M
2	Farther Finance Advisors, LLC	Shares	114.8KSH	$1.1M
3	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	35.7KSH	$363.1K
4	Police & Firemen's Retirement System of New Jersey	Shares	31.6KSH	$314.3K
5	Sage Investment Counsel LLC	Shares	28.9KSH	$288.0K
6	Prospera Financial Services Inc	Shares	23.3KSH	$231.9K
7	Private Capital Advisors, Inc.	Shares	18.1KSH	$180.1K
8	Envestnet Portfolio Solutions, Inc.	Shares	17.9KSH	$177.7K
9	Spire Wealth Management	Shares	7.2KSH	$71.2K
10	MeadowBrook Investment Advisors LLC	Shares	5.4KSH	$53.4K
11	SIGNATUREFD, LLC	Shares	4.9KSH	$48.4K
12	GAMMA Investing LLC	Shares	1.7KSH	$17.1K
13	Versant Capital Management, Inc	Shares	1.4KSH	$13.7K
14	SALEM INVESTMENT COUNSELORS INC	Shares	1.0KSH	$10.2K
15	EverSource Wealth Advisors, LLC	Shares	958SH	$9.5K
16	Allied Private Wealth LLC	Shares	720SH	$7.0K
17	IFP Advisors, Inc	Shares	491SH	$4.9K
18	Triumph Capital Management	Shares	401SH	$4.0K
19	JFS WEALTH ADVISORS, LLC	Shares	181SH	$1.8K
20	Blue Trust, Inc.	Shares	106SH	$1.1K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	80SH	$798
22	Torren Management, LLC	Shares	68SH	$681
23	MassMutual Private Wealth & Trust, FSB	Shares	55SH	$547
24	Handelsbanken Fonder AB	Shares	54.2KSH	$539
25	True Wealth Design, LLC	Shares	31SH	$309
26	Fortitude Family Office, LLC	Shares	9SH	$90
27	State of Alaska, Department of Revenue	Shares	5.5KSH	$55
28	Hughes Financial Services, LLC	Shares	1SH	$10
29	TSFG, LLC	Shares	249SH	$2

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

32 / 32 loaded

#		Instrument
1	QRG CAPITAL MANAGEMENT, INC. added	Shares	+31.2K	+$336.0K	$1.7M
2	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+25.5K	+$261.6K	$363.1K
3	Farther Finance Advisors, LLC added	Shares	+3.4K	+$59.3K	$1.1M
4	MeadowBrook Investment Advisors LLC new	Shares	+5.4K	+$53.4K	$53.4K
5	Envestnet Portfolio Solutions, Inc. added	Shares	+2.3K	+$26.0K	$177.7K
6	Prospera Financial Services Inc added	Shares	+2.0K	+$24.1K	$231.9K
7	Versant Capital Management, Inc added	Shares	+1.2K	+$12.4K	$13.7K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$5.7K	$314.3K
9	Sage Investment Counsel LLC unchanged	Shares	0	+$5.2K	$288.0K
10	Private Capital Advisors, Inc. unchanged	Shares	0	+$3.3K	$180.1K
11	Triumph Capital Management added	Shares	+255	+$2.5K	$4.0K
12	JFS WEALTH ADVISORS, LLC new	Shares	+181	+$1.8K	$1.8K
13	Spire Wealth Management unchanged	Shares	0	+$1.3K	$71.2K
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+56	+$565	$798
15	True Wealth Design, LLC new	Shares	+31	+$309	$309
16	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$180	$10.2K
17	Handelsbanken Fonder AB added	Shares	+2.0K	+$29	$539
18	Torren Management, LLC added	Shares	+1	+$25	$681
19	Blue Trust, Inc. unchanged	Shares	0	+$19	$1.1K
20	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$10	$547
21	Fortitude Family Office, LLC unchanged	Shares	0	+$2	$90
22	State of Alaska, Department of Revenue unchanged	Shares	0	+$1	$55
23	Hughes Financial Services, LLC unchanged	Shares	0	$0	$10
24	TSFG, LLC added	Shares	+5	$0	$2
25	Sound Income Strategies, LLC exited	Shares	-1	-$10	$0
26	IFP Advisors, Inc trimmed	Shares	-60	-$498	$4.9K
27	GAMMA Investing LLC trimmed	Shares	-116	-$824	$17.1K
28	EverSource Wealth Advisors, LLC trimmed	Shares	-282	-$2.6K	$9.5K
29	SIGNATUREFD, LLC trimmed	Shares	-1.4K	-$12.7K	$48.4K
30	Longboard Asset Management, LP exited	Shares	-14.3K	-$140.0K	$0
31	SANDERS MORRIS HARRIS LLC exited	Shares	-24.1K	-$235.5K	$0
32	Y-Intercept (Hong Kong) Ltd exited	Shares	-97.2K	-$949.8K	$0