Filing Research | LBRDA - LIBERTY BROADBAND CORP Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Transmarket Holdings LP	Shares	186.6KSH	$6.2M
2	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	66.4KSH	$2.2M
3	Wedmont Private Capital	Shares	30.6KSH	$939.8K
4	Police & Firemen's Retirement System of New Jersey	Shares	8.2KSH	$271.9K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.4KSH	$227.9K
6	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	3.1KSH	$101.9K
7	Central Pacific Bank - Trust Division	Shares	1.3KSH	$43.3K
8	GAMMA Investing LLC	Shares	822SH	$27.4K
9	Farther Finance Advisors, LLC	Shares	546SH	$18.3K
10	SIGNATUREFD, LLC	Shares	543SH	$18.1K
11	Legacies Wealth LLC	Shares	367SH	$12.2K
12	ELEVATION WEALTH PARTNERS, LLC	Shares	362SH	$12.0K
13	Versant Capital Management, Inc	Shares	210SH	$7.0K
14	GHP Investment Advisors, Inc.	Shares	143SH	$4.8K
15	IFP Advisors, Inc	Shares	119SH	$4.0K
16	EverSource Wealth Advisors, LLC	Shares	103SH	$3.4K
17	Community Financial Services Group, LLC	Shares	38SH	$1.2K
18	Princeton Global Asset Management LLC	Shares	32SH	$1.1K
19	Activest Wealth Management	Shares	31SH	$1.0K
20	Fortis Group Advisors, LLC	Shares	25SH	$832
21	Rachor Investment Advisory Services, LLC	Shares	23SH	$766
22	Ares Financial Consulting, LLC	Shares	16SH	$532
23	Steigerwald, Gordon & Koch Inc.	Shares	15SH	$499
24	CoreCap Advisors, LLC	Shares	12SH	$399
25	Center for Financial Planning, Inc.	Shares	10SH	$333
26	TRUST CO OF TOLEDO NA /OH/	Shares	8SH	$266
27	Sachetta, LLC	Shares	6SH	$200
28	Hughes Financial Services, LLC	Shares	4SH	$133
29	FNY Investment Advisers, LLC	Shares	2.8KSH	$93
30	Creative Capital Management Investments LLC	Shares	2SH	$67
31	Fortitude Family Office, LLC	Shares	1SH	$33
32	LGT Financial Advisors LLC	Shares	1SH	$33

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

46 / 46 loaded

#		Instrument
1	Transmarket Holdings LP added	Shares	+165.2K	+$5.1M	$6.2M
2	Wedmont Private Capital new	Shares	+30.6K	+$939.8K	$939.8K
3	ELEVATION WEALTH PARTNERS, LLC added	Shares	+241	+$6.0K	$12.0K
4	Farther Finance Advisors, LLC added	Shares	+203	+$1.1K	$18.3K
5	Activest Wealth Management added	Shares	+18	+$379	$1.0K
6	CoreCap Advisors, LLC added	Shares	+10	+$299	$399
7	Creative Capital Management Investments LLC new	Shares	+2	+$67	$67
8	Hughes Financial Services, LLC added	Shares	+2	+$33	$133
9	LGT Financial Advisors LLC unchanged	Shares	0	-$17	$33
10	Vermillion Wealth Management, Inc. exited	Shares	-1	-$50	$0
11	SJS Investment Consulting Inc. exited	Shares	-1	-$51	$0
12	Fortitude Family Office, LLC trimmed	Shares	-2	-$118	$33
13	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$136	$266
14	DiNuzzo Private Wealth, Inc. exited	Shares	-3	-$151	$0
15	JFS WEALTH ADVISORS, LLC exited	Shares	-3	-$151	$0
16	Mountain Hill Investment Partners Corp. exited	Shares	-3	-$151	$0
17	True Wealth Design, LLC exited	Shares	-3	-$151	$0
18	Trust Co exited	Shares	-3	-$151	$0
19	Center for Financial Planning, Inc. unchanged	Shares	0	-$170	$333
20	Handelsbanken Fonder AB exited	Shares	-4.2K	-$211	$0
21	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$254	$499
22	Ares Financial Consulting, LLC unchanged	Shares	0	-$271	$532
23	MassMutual Private Wealth & Trust, FSB exited	Shares	-6	-$301	$0
24	FNY Investment Advisers, LLC trimmed	Shares	-5.8K	-$338	$93
25	Sachetta, LLC trimmed	Shares	-5	-$353	$200
26	Rachor Investment Advisory Services, LLC unchanged	Shares	0	-$390	$766
27	Fortis Group Advisors, LLC unchanged	Shares	0	-$424	$832
28	Princeton Global Asset Management LLC unchanged	Shares	0	-$542	$1.1K
29	Community Financial Services Group, LLC unchanged	Shares	0	-$664	$1.2K
30	IFP Advisors, Inc added	Shares	+15	-$1.3K	$4.0K
31	Versant Capital Management, Inc added	Shares	+31	-$2.0K	$7.0K
32	GHP Investment Advisors, Inc. unchanged	Shares	0	-$2.4K	$4.8K
33	Legacies Wealth LLC unchanged	Shares	0	-$6.2K	$12.2K
34	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$16.2K	$101.9K
35	GAMMA Investing LLC trimmed	Shares	-82	-$18.0K	$27.4K
36	Central Pacific Bank - Trust Division unchanged	Shares	0	-$22.0K	$43.3K
37	EverSource Wealth Advisors, LLC trimmed	Shares	-499	-$26.8K	$3.4K
38	SIGNATUREFD, LLC trimmed	Shares	-495	-$34.1K	$18.1K
39	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$138.4K	$271.9K
40	Abel Hall, LLC exited	Shares	-4.0K	-$201.9K	$0
41	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.3K	-$220.0K	$227.9K
42	YHB Investment Advisors, Inc. exited	Shares	-5.2K	-$261.6K	$0
43	Sequoia Financial Advisors, LLC exited	Shares	-5.3K	-$264.7K	$0
44	VIEWPOINT INVESTMENT PARTNERS CORP exited	Shares	-6.0K	-$300.8K	$0
45	Oak Thistle LLC exited	Shares	-11.3K	-$566.3K	$0
46	CREDIT INDUSTRIEL ET COMMERCIAL unchanged	Shares	0	-$1.1M	$2.2M