Filing Research | LIF - LIFE360 INC Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	MIZUHO MARKETS AMERICAS LLC	Shares	133.5KSH	$7.4M
2	Louisiana State Employees Retirement System	Shares	35.5KSH	$2.0M
3	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	20.6KSH	$1.1M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	19.2KSH	$1.1M
5	Affinity Capital Advisors, LLC	Shares	9.4KSH	$532.9K
6	FIRST CITIZENS BANK & TRUST CO	Shares	6.0KSH	$331.0K
7	Envestnet Portfolio Solutions, Inc.	Shares	5.7KSH	$316.8K
8	Police & Firemen's Retirement System of New Jersey	Shares	5.6KSH	$308.9K
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.3KSH	$293.0K
10	CHERRYDALE WEALTH MANAGEMENT, LLC	Shares	4.1KSH	$227.3K
11	GAMMA Investing LLC	Shares	1.9KSH	$103.0K
12	TOTH FINANCIAL ADVISORY CORP	Shares	1.2KSH	$66.4K
13	Farther Finance Advisors, LLC	Shares	675SH	$37.4K
14	EverSource Wealth Advisors, LLC	Shares	341SH	$18.9K
15	Versant Capital Management, Inc	Shares	157SH	$8.7K
16	SIGNATUREFD, LLC	Shares	140SH	$7.8K
17	MassMutual Private Wealth & Trust, FSB	Shares	71SH	$3.9K
18	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	33.4KSH	$1.8K
19	State of Alaska, Department of Revenue	Shares	32.1KSH	$1.8K
20	SBI Securities Co., Ltd.	Shares	27SH	$1.5K
21	Handelsbanken Fonder AB	Shares	25.3KSH	$1.4K
22	AMALGAMATED BANK	Shares	20.1KSH	$1.1K
23	FARMERS & MERCHANTS INVESTMENTS INC	Shares	20SH	$1.1K
24	CoreCap Advisors, LLC	Shares	12SH	$664
25	GILPIN WEALTH MANAGEMENT, LLC	Shares	11SH	$609
26	Marquette Asset Management, LLC	Shares	11SH	$609
27	Physician Wealth Advisors, Inc.	Shares	11SH	$609
28	JFS WEALTH ADVISORS, LLC	Shares	8SH	$443
29	Cedar Mountain Advisors, LLC	Shares	4SH	$221
30	Davis Capital Management	Shares	4SH	$221
31	Abound Wealth Management	Shares	3SH	$167
32	Hughes Financial Services, LLC	Shares	2SH	$111

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

36 / 36 loaded

#		Instrument
1	MIZUHO MARKETS AMERICAS LLC unchanged	Shares	0	+$1.9M	$7.4M
2	Louisiana State Employees Retirement System added	Shares	+700	+$544.7K	$2.0M
3	FIRST CITIZENS BANK & TRUST CO new	Shares	+6.0K	+$331.0K	$331.0K
4	Envestnet Portfolio Solutions, Inc. new	Shares	+5.7K	+$316.8K	$316.8K
5	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+292	+$311.2K	$1.1M
6	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+5.3K	+$293.0K	$293.0K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-173	+$272.3K	$1.1M
8	CHERRYDALE WEALTH MANAGEMENT, LLC new	Shares	+4.1K	+$227.3K	$227.3K
9	Affinity Capital Advisors, LLC unchanged	Shares	0	+$149.4K	$532.9K
10	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$81.1K	$308.9K
11	GAMMA Investing LLC added	Shares	+569	+$50.3K	$103.0K
12	Farther Finance Advisors, LLC added	Shares	+638	+$35.9K	$37.4K
13	TOTH FINANCIAL ADVISORY CORP added	Shares	+200	+$25.6K	$66.4K
14	EverSource Wealth Advisors, LLC added	Shares	+181	+$12.3K	$18.9K
15	SIGNATUREFD, LLC added	Shares	+80	+$5.3K	$7.8K
16	Versant Capital Management, Inc trimmed	Shares	-18	+$1.5K	$8.7K
17	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-7	+$747	$3.9K
18	CoreCap Advisors, LLC new	Shares	+12	+$664	$664
19	Physician Wealth Advisors, Inc. new	Shares	+11	+$609	$609
20	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.4K	+$584	$1.8K
21	SBI Securities Co., Ltd. added	Shares	+2	+$474	$1.5K
22	JFS WEALTH ADVISORS, LLC new	Shares	+8	+$443	$443
23	Handelsbanken Fonder AB added	Shares	+600	+$393	$1.4K
24	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$291	$1.1K
25	AMALGAMATED BANK trimmed	Shares	-676	+$265	$1.1K
26	Cedar Mountain Advisors, LLC new	Shares	+4	+$221	$221
27	Davis Capital Management new	Shares	+4	+$221	$221
28	Abound Wealth Management unchanged	Shares	0	+$44	$167
29	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-3	+$37	$609
30	Hughes Financial Services, LLC unchanged	Shares	0	+$29	$111
31	State of Alaska, Department of Revenue trimmed	Shares	-12.0K	-$23	$1.8K
32	True Wealth Design, LLC exited	Shares	-6	-$245	$0
33	Bogart Wealth, LLC exited	Shares	-11	-$449	$0
34	Marquette Asset Management, LLC trimmed	Shares	-44	-$1.6K	$609
35	Keystone Financial Group, Inc. exited	Shares	-470	-$19.2K	$0
36	Yorktown Management & Research Co Inc exited	Shares	-9.0K	-$367.4K	$0