Filing Research | LBTYA - LIBERTY GLOBAL LTD Institutional Holdings

Snapshot holdings

46 / 46 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	184.5KSH	$2.0M
2	Oak Thistle LLC	Shares	163.8KSH	$1.9M
3	Friedenthal Financial	Shares	89.1KSH	$1.0M
4	Police & Firemen's Retirement System of New Jersey	Shares	75.1KSH	$853.7K
5	Accurate Wealth Management, LLC	Shares	52.6KSH	$558.4K
6	Counterpoint Mutual Funds LLC	Shares	46.8KSH	$532.0K
7	Merit Financial Group, LLC	Shares	23.6KSH	$268.1K
8	Y-Intercept (Hong Kong) Ltd	Shares	22.4KSH	$254.5K
9	Sequoia Financial Advisors, LLC	Shares	16.4KSH	$186.7K
10	ANCHYRA PARTNERS LLC	Shares	15.3KSH	$173.5K
11	Olympiad Research LP	Shares	10.7KSH	$122.0K
12	PFG Investments, LLC	Shares	10.6KSH	$120.0K
13	Central Pacific Bank - Trust Division	Shares	10.5KSH	$119.4K
14	BFSG, LLC	Shares	10.5KSH	$119.2K
15	EverSource Wealth Advisors, LLC	Shares	5.4KSH	$62.0K
16	IFP Advisors, Inc	Shares	4.0KSH	$45.7K
17	Lancaster Investment Management	Shares	3.8MSH	$43.0K
18	Versant Capital Management, Inc	Shares	3.4KSH	$38.9K
19	SJS Investment Consulting Inc.	Shares	2.7KSH	$31.2K
20	GAMMA Investing LLC	Shares	1.5KSH	$16.9K
21	Farther Finance Advisors, LLC	Shares	1.4KSH	$16.0K
22	True Wealth Design, LLC	Shares	1.2KSH	$13.3K
23	SBI Securities Co., Ltd.	Shares	850SH	$9.7K
24	Princeton Global Asset Management LLC	Shares	403SH	$4.6K
25	MassMutual Private Wealth & Trust, FSB	Shares	397SH	$4.5K
26	Bogart Wealth, LLC	Shares	378SH	$4.3K
27	Wealth Enhancement Trust Services, Inc.	Shares	261SH	$3.0K
28	Valued Wealth Advisors LLC	Shares	170SH	$1.9K
29	Fortitude Family Office, LLC	Shares	144SH	$1.6K
30	JFS WEALTH ADVISORS, LLC	Shares	116SH	$1.3K
31	Community Financial Services Group, LLC	Shares	113SH	$1.3K
32	ELEVATION WEALTH PARTNERS, LLC	Shares	107SH	$1.2K
33	VISION FINANCIAL MARKETS LLC	Shares	100SH	$1.1K
34	CoreCap Advisors, LLC	Shares	98SH	$1.1K
35	Handelsbanken Fonder AB	Shares	70.8KSH	$805
36	Creative Capital Management Investments LLC	Shares	59SH	$671
37	SIGNATUREFD, LLC	Shares	54SH	$614
38	Reyes Financial Architecture, Inc.	Shares	36SH	$409
39	MARYLAND CAPITAL ADVISORS INC.	Shares	23SH	$262
40	Cromwell Holdings LLC	Shares	18SH	$205
41	State of Alaska, Department of Revenue	Shares	11.7KSH	$132
42	LRI Investments, LLC	Shares	10SH	$114
43	LGT Financial Advisors LLC	Shares	6SH	$68
44	Hughes Financial Services, LLC	Shares	2SH	$23
45	Sachetta, LLC	Shares	2SH	$23
46	Activest Wealth Management	Shares	0SH	$0

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

49 / 49 loaded

#		Instrument
1	Friedenthal Financial added	Shares	+82.0K	+$927.0K	$1.0M
2	Oak Thistle LLC added	Shares	+80.4K	+$854.3K	$1.9M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+63.2K	+$473.0K	$2.0M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+22.4K	+$254.5K	$254.5K
5	Olympiad Research LP new	Shares	+10.7K	+$122.0K	$122.0K
6	PFG Investments, LLC new	Shares	+10.6K	+$120.0K	$120.0K
7	SJS Investment Consulting Inc. added	Shares	+2.5K	+$27.7K	$31.2K
8	Merit Financial Group, LLC added	Shares	+2.3K	+$10.8K	$268.1K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+4.7K	+$3.2K	$853.7K
10	Wealth Enhancement Trust Services, Inc. new	Shares	+261	+$3.0K	$3.0K
11	GAMMA Investing LLC added	Shares	+314	+$2.7K	$16.9K
12	Valued Wealth Advisors LLC new	Shares	+170	+$1.9K	$1.9K
13	MassMutual Private Wealth & Trust, FSB added	Shares	+144	+$1.5K	$4.5K
14	True Wealth Design, LLC added	Shares	+188	+$1.4K	$13.3K
15	ELEVATION WEALTH PARTNERS, LLC new	Shares	+107	+$1.2K	$1.2K
16	Creative Capital Management Investments LLC new	Shares	+59	+$671	$671
17	Farther Finance Advisors, LLC added	Shares	+111	+$278	$16.0K
18	LRI Investments, LLC new	Shares	+10	+$114	$114
19	Activest Wealth Management new	Shares	0	$0	$0
20	Hughes Financial Services, LLC unchanged	Shares	0	-$1	$23
21	Sachetta, LLC unchanged	Shares	0	-$2	$23
22	LGT Financial Advisors LLC unchanged	Shares	0	-$5	$68
23	State of Alaska, Department of Revenue unchanged	Shares	0	-$9	$132
24	Cromwell Holdings LLC unchanged	Shares	0	-$13	$205
25	Reyes Financial Architecture, Inc. unchanged	Shares	0	-$26	$409
26	SIGNATUREFD, LLC unchanged	Shares	0	-$39	$614
27	Handelsbanken Fonder AB unchanged	Shares	0	-$51	$805
28	CoreCap Advisors, LLC unchanged	Shares	0	-$71	$1.1K
29	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	-$79	$1.1K
30	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$84	$1.3K
31	Community Financial Services Group, LLC unchanged	Shares	0	-$95	$1.3K
32	Bogart Wealth, LLC unchanged	Shares	0	-$272	$4.3K
33	Princeton Global Asset Management LLC unchanged	Shares	0	-$290	$4.6K
34	Fortitude Family Office, LLC trimmed	Shares	-38	-$563	$1.6K
35	Blue Trust, Inc. exited	Shares	-52	-$629	$0
36	SBI Securities Co., Ltd. trimmed	Shares	-26	-$926	$9.7K
37	Vermillion Wealth Management, Inc. exited	Shares	-363	-$4.4K	$0
38	BFSG, LLC unchanged	Shares	0	-$7.5K	$119.2K
39	Central Pacific Bank - Trust Division unchanged	Shares	0	-$7.6K	$119.4K
40	IFP Advisors, Inc trimmed	Shares	-419	-$8.0K	$45.7K
41	Lancaster Investment Management trimmed	Shares	-473.4K	-$8.4K	$43.0K
42	Sequoia Financial Advisors, LLC added	Shares	+145	-$10.1K	$186.7K
43	Versant Capital Management, Inc trimmed	Shares	-1.0K	-$14.6K	$38.9K
44	EverSource Wealth Advisors, LLC trimmed	Shares	-1.3K	-$19.8K	$62.0K
45	ANCHYRA PARTNERS LLC trimmed	Shares	-1.1K	-$24.6K	$173.5K
46	Accurate Wealth Management, LLC trimmed	Shares	-3.2K	-$117.3K	$558.4K
47	Balefire, LLC exited	Shares	-10.4K	-$126.0K	$0
48	Aaron Wealth Advisors LLC exited	Shares	-26.8K	-$324.2K	$0
49	Counterpoint Mutual Funds LLC trimmed	Shares	-367.7K	-$4.5M	$532.0K