Filing Research | LBRDK - LIBERTY BROADBAND CORP Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	2.4MSH	$80.4M
2	Hi-Line Capital Management, LLC	Shares	346.3KSH	$11.5M
3	Oak Thistle LLC	Shares	129.1KSH	$4.3M
4	Police & Firemen's Retirement System of New Jersey	Shares	52.2KSH	$1.7M
5	Wedmont Private Capital	Shares	31.1KSH	$956.3K
6	Balefire, LLC	Shares	23.1KSH	$769.0K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.3KSH	$622.9K
8	Carnegie Lake Advisors LLC	Shares	12.4KSH	$413.1K
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.0KSH	$265.8K
10	Fiduciary Alliance LLC	Shares	7.9KSH	$263.1K
11	Merit Financial Group, LLC	Shares	7.8KSH	$259.9K
12	Sequoia Financial Advisors, LLC	Shares	7.8KSH	$259.3K
13	YHB Investment Advisors, Inc.	Shares	7.7KSH	$255.1K
14	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	6.4KSH	$214.0K
15	CoreCap Advisors, LLC	Shares	6.3KSH	$209.6K
16	Versant Capital Management, Inc	Shares	6.1KSH	$203.4K
17	Central Pacific Bank - Trust Division	Shares	2.7KSH	$91.1K
18	Curated Wealth Partners LLC	Shares	50.0KSH	$58.6K
19	SJS Investment Consulting Inc.	Shares	1.7KSH	$56.4K
20	Legacies Wealth LLC	Shares	801SH	$26.6K
21	Owl Creek Wealth Partners LLC	Shares	665SH	$22.1K
22	GAMMA Investing LLC	Shares	563SH	$18.7K
23	SIGNATUREFD, LLC	Shares	467SH	$15.5K
24	LRI Investments, LLC	Shares	302SH	$10.0K
25	True Wealth Design, LLC	Shares	279SH	$9.3K
26	EverSource Wealth Advisors, LLC	Shares	269SH	$8.9K
27	Farther Finance Advisors, LLC	Shares	126SH	$4.2K
28	Community Financial Services Group, LLC	Shares	122SH	$4.0K
29	FARMERS & MERCHANTS INVESTMENTS INC	Shares	88SH	$2.9K
30	Ares Financial Consulting, LLC	Shares	84SH	$2.8K
31	Activest Wealth Management	Shares	73SH	$2.4K
32	Princeton Global Asset Management LLC	Shares	65SH	$2.2K
33	Rachor Investment Advisory Services, LLC	Shares	59SH	$2.0K
34	Bogart Wealth, LLC	Shares	51SH	$1.7K
35	Fortis Group Advisors, LLC	Shares	50SH	$1.7K
36	IFP Advisors, Inc	Shares	46SH	$1.5K
37	UNION SAVINGS BANK	Shares	45SH	$1.5K
38	Handelsbanken Fonder AB	Shares	42.0KSH	$1.4K
39	Steigerwald, Gordon & Koch Inc.	Shares	37SH	$1.2K
40	ELEVATION WEALTH PARTNERS, LLC	Shares	27SH	$899
41	Physician Wealth Advisors, Inc.	Shares	23SH	$765
42	Creative Capital Management Investments LLC	Shares	21SH	$698
43	Center for Financial Planning, Inc.	Shares	20SH	$666
44	Key FInancial Inc	Shares	20SH	$665
45	Strategic Investment Solutions, Inc. /IL	Shares	20SH	$665
46	TRUST CO OF TOLEDO NA /OH/	Shares	17SH	$565
47	Sachetta, LLC	Shares	13SH	$433
48	Cromwell Holdings LLC	Shares	10SH	$333
49	JFS WEALTH ADVISORS, LLC	Shares	5SH	$167
50	Fortitude Family Office, LLC	Shares	5SH	$166

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

50 / 67 loaded

#		Instrument
1	Oak Thistle LLC added	Shares	+87.5K	+$2.2M	$4.3M
2	Wedmont Private Capital new	Shares	+31.1K	+$956.3K	$956.3K
3	Versant Capital Management, Inc added	Shares	+4.6K	+$129.4K	$203.4K
4	Curated Wealth Partners LLC new	Shares	+50.0K	+$58.6K	$58.6K
5	Owl Creek Wealth Partners LLC added	Shares	+580	+$17.8K	$22.1K
6	Merit Financial Group, LLC added	Shares	+2.9K	+$11.1K	$259.9K
7	SJS Investment Consulting Inc. added	Shares	+710	+$6.8K	$56.4K
8	Creative Capital Management Investments LLC new	Shares	+21	+$698	$698
9	Physician Wealth Advisors, Inc. added	Shares	+17	+$463	$765
10	Bogart Wealth, LLC added	Shares	+24	+$338	$1.7K
11	Capital Advisors, Ltd. LLC exited	Shares	-204	-$10	$0
12	FNY Investment Advisers, LLC added	Shares	+4	-$15	$27
13	Hughes Financial Services, LLC unchanged	Shares	0	-$34	$67
14	TFC Financial Management, Inc. exited	Shares	-1	-$51	$0
15	Citadel Investment Advisory, Inc. unchanged	Shares	0	-$56	$111
16	Vermillion Wealth Management, Inc. exited	Shares	-2	-$101	$0
17	DiNuzzo Private Wealth, Inc. trimmed	Shares	-3	-$185	$67
18	Sachetta, LLC unchanged	Shares	0	-$221	$433
19	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$290	$565
20	Mountain Hill Investment Partners Corp. exited	Shares	-6	-$302	$0
21	AMALGAMATED BANK exited	Shares	-6.3K	-$315	$0
22	Center for Financial Planning, Inc. unchanged	Shares	0	-$340	$666
23	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$341	$665
24	Handelsbanken Fonder AB added	Shares	+4.7K	-$480	$1.4K
25	Cromwell Holdings LLC trimmed	Shares	-9	-$623	$333
26	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$630	$1.2K
27	UNION SAVINGS BANK unchanged	Shares	0	-$767	$1.5K
28	Fortis Group Advisors, LLC unchanged	Shares	0	-$852	$1.7K
29	ELEVATION WEALTH PARTNERS, LLC trimmed	Shares	-9	-$912	$899
30	AdvisorNet Financial, Inc exited	Shares	-19	-$956	$0
31	Marquette Asset Management, LLC exited	Shares	-19	-$956	$0
32	Rachor Investment Advisory Services, LLC unchanged	Shares	0	-$1.0K	$2.0K
33	Princeton Global Asset Management LLC unchanged	Shares	0	-$1.1K	$2.2K
34	Ares Financial Consulting, LLC unchanged	Shares	0	-$1.4K	$2.8K
35	Fortitude Family Office, LLC trimmed	Shares	-28	-$1.5K	$166
36	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$1.5K	$2.9K
37	Activest Wealth Management trimmed	Shares	-9	-$1.7K	$2.4K
38	True Wealth Design, LLC added	Shares	+58	-$1.8K	$9.3K
39	JFS WEALTH ADVISORS, LLC trimmed	Shares	-40	-$2.1K	$167
40	Community Financial Services Group, LLC unchanged	Shares	0	-$2.1K	$4.0K
41	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-80	-$4.1K	$166
42	SIGNATUREFD, LLC unchanged	Shares	0	-$8.0K	$15.5K
43	Farther Finance Advisors, LLC trimmed	Shares	-149	-$9.6K	$4.2K
44	LRI Investments, LLC trimmed	Shares	-101	-$10.2K	$10.0K
45	GAMMA Investing LLC trimmed	Shares	-50	-$12.1K	$18.7K
46	Legacies Wealth LLC unchanged	Shares	0	-$13.6K	$26.6K
47	IFP Advisors, Inc trimmed	Shares	-329	-$17.3K	$1.5K
48	Key FInancial Inc trimmed	Shares	-600	-$30.5K	$665
49	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$34.5K	$214.0K
50	Fiduciary Alliance LLC added	Shares	+1.7K	-$56.4K	$263.1K

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