Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $27.3M |
| 2 | Robeco Institutional Asset Management B.V. | $4.3M |
| 3 | Y-Intercept (Hong Kong) Ltd | $2.4M |
| 4 | Steadtrust LLC | $1.5M |
| 5 | Ellsworth Advisors, LLC | $1.1M |
| 6 | Diversified Trust Co | $765.4K |
| 7 | Kopp Family Office, LLC | $714.9K |
| 8 | Sowell Financial Services LLC | $711.3K |
| 9 | Penbrook Management LLC | $634.5K |
| 10 | Police & Firemen's Retirement System of New Jersey | $455.6K |
| 11 | Secure Asset Management, LLC | $379.8K |
| 12 | RiverPark Advisors, LLC | $365.5K |
| 13 | Brady Martz Wealth Solutions, LLC | $304.7K |
| 14 | Abel Hall, LLC | $204.1K |
| 15 | EverSource Wealth Advisors, LLC | $118.3K |
| 16 | GAMMA Investing LLC | $50.8K |
| 17 | Ritter Daniher Financial Advisory LLC / DE | $17.5K |
| 18 | City State Bank | $7.3K |
| 19 | SBI Securities Co., Ltd. | $6.8K |
| 20 | SIGNATUREFD, LLC | $1.1K |
| 21 | True Wealth Design, LLC | $799 |
| 22 | Farther Finance Advisors, LLC | $299 |
| 23 | State of Alaska, Department of Revenue | $290 |
| 24 | MassMutual Private Wealth & Trust, FSB | $0 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$4.3M | |
| 2 | +$714.9K | |
| 3 | +$711.3K | |
| 4 | +$421.1K | |
| 5 | +$350.5K | |
| 6 | +$204.1K | |
| 7 | +$160.0K | |
| 8 | +$122.3K | |
| 9 | +$116.2K | |
| 10 | +$87.6K | |
| 11 | +$58.2K | |
| 12 | +$19.2K | |
| 13 | +$9.9K | |
| 14 | +$9.6K | |
| 15 | +$7.3K | |
| 16 | +$5.3K | |
| 17 | +$3.2K | |
| 18 | +$203 | |
| 19 | +$148 | |
| 20 | +$131 | |
| 21 | +$53 | |
| 22 | $0 | |
| 23 | -$451.8K | |
| 24 | -$574.5K | |
| 25 | -$4.3M |