Filing Research | LINE - LINEAGE INC Institutional Holdings

Snapshot holdings

50 / 56 loaded

#		Instrument	quantity
1	Lunate Capital Ltd	Shares	600.0KSH	$25.9M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	288.0KSH	$12.1M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	84.2KSH	$3.6M
4	Oak Thistle LLC	Shares	69.4KSH	$3.0M
5	Police & Firemen's Retirement System of New Jersey	Shares	31.4KSH	$1.4M
6	Friedenthal Financial	Shares	26.9KSH	$1.2M
7	Merit Financial Group, LLC	Shares	22.2KSH	$959.3K
8	Y-Intercept (Hong Kong) Ltd	Shares	21.2KSH	$916.3K
9	SAPIENT CAPITAL LLC	Shares	17.8KSH	$780.5K
10	Ballentine Partners, LLC	Shares	13.3KSH	$573.8K
11	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	12.2KSH	$526.4K
12	IFM Investors Pty Ltd	Shares	11.4KSH	$494.8K
13	Perkins Coie Trust Co	Shares	9.9KSH	$426.8K
14	Sivia Capital Partners, LLC	Shares	9.6KSH	$413.6K
15	Farther Finance Advisors, LLC	Shares	8.3KSH	$360.2K
16	NorthCrest Asset Manangement, LLC	Shares	7.6KSH	$332.7K
17	Wedmont Private Capital	Shares	7.3KSH	$314.7K
18	WADDELL & ASSOCIATES, LLC	Shares	6.2KSH	$267.2K
19	Sequoia Financial Advisors, LLC	Shares	5.4KSH	$232.5K
20	MBL Wealth, LLC	Shares	5.3KSH	$230.8K
21	EverSource Wealth Advisors, LLC	Shares	4.5KSH	$193.0K
22	IFP Advisors, Inc	Shares	2.8KSH	$120.8K
23	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.4KSH	$105.4K
24	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	2.1KSH	$90.8K
25	Global X Japan Co., Ltd.	Shares	1.9KSH	$83.3K
26	True Wealth Design, LLC	Shares	1.3KSH	$57.4K
27	First Pacific Financial	Shares	1.0KSH	$44.8K
28	Wealth Enhancement Trust Services, Inc.	Shares	1.0KSH	$44.7K
29	Blue Trust, Inc.	Shares	615SH	$26.6K
30	SIGNATUREFD, LLC	Shares	605SH	$26.2K
31	SJS Investment Consulting Inc.	Shares	475SH	$20.5K
32	Versant Capital Management, Inc	Shares	440SH	$19.0K
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	423SH	$18.4K
34	Founders Capital Management	Shares	400SH	$17.3K
35	Activest Wealth Management	Shares	352SH	$15.2K
36	GAMMA Investing LLC	Shares	323SH	$14.0K
37	LRI Investments, LLC	Shares	305SH	$13.2K
38	ATWOOD & PALMER INC	Shares	300SH	$13.0K
39	Mirae Asset Global Investments Co., Ltd.	Shares	280SH	$12.1K
40	ELEVATION WEALTH PARTNERS, LLC	Shares	278SH	$12.0K
41	SOA Wealth Advisors, LLC.	Shares	108SH	$4.7K
42	Owl Creek Wealth Partners LLC	Shares	90SH	$3.9K
43	Sachetta, LLC	Shares	87SH	$3.8K
44	MassMutual Private Wealth & Trust, FSB	Shares	57SH	$2.5K
45	State of Alaska, Department of Revenue	Shares	34.6KSH	$1.5K
46	Bogart Wealth, LLC	Shares	28SH	$1.2K
47	Fortitude Family Office, LLC	Shares	24SH	$1.0K
48	Handelsbanken Fonder AB	Shares	24.0KSH	$1.0K
49	FINANCIAL CONSULATE, INC	Shares	14SH	$606
50	GHP Investment Advisors, Inc.	Shares	13SH	$563

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

50 / 58 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+112.3K	+$6.3M	$12.1M
2	Lunate Capital Ltd unchanged	Shares	0	+$6.3M	$25.9M
3	Oak Thistle LLC new	Shares	+69.4K	+$3.0M	$3.0M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+19.7K	+$1.5M	$3.6M
5	Friedenthal Financial new	Shares	+26.9K	+$1.2M	$1.2M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+20.6K	+$1.0M	$1.4M
7	Merit Financial Group, LLC added	Shares	+8.9K	+$524.3K	$959.3K
8	Sivia Capital Partners, LLC new	Shares	+9.6K	+$413.6K	$413.6K
9	NorthCrest Asset Manangement, LLC new	Shares	+7.6K	+$332.7K	$332.7K
10	WADDELL & ASSOCIATES, LLC new	Shares	+6.2K	+$267.2K	$267.2K
11	Sequoia Financial Advisors, LLC new	Shares	+5.4K	+$232.5K	$232.5K
12	MBL Wealth, LLC new	Shares	+5.3K	+$230.8K	$230.8K
13	SAPIENT CAPITAL LLC unchanged	Shares	0	+$187.0K	$780.5K
14	Ballentine Partners, LLC added	Shares	+78	+$141.7K	$573.8K
15	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$127.7K	$526.4K
16	IFM Investors Pty Ltd trimmed	Shares	-70	+$117.7K	$494.8K
17	Perkins Coie Trust Co unchanged	Shares	0	+$103.6K	$426.8K
18	EverSource Wealth Advisors, LLC added	Shares	+1.4K	+$92.6K	$193.0K
19	IFP Advisors, Inc added	Shares	+1.8K	+$88.2K	$120.8K
20	Global X Japan Co., Ltd. added	Shares	+644	+$41.3K	$83.3K
21	True Wealth Design, LLC added	Shares	+702	+$36.9K	$57.4K
22	Wealth Enhancement Trust Services, Inc. added	Shares	+669	+$32.8K	$44.7K
23	Wedmont Private Capital trimmed	Shares	-962	+$30.4K	$314.7K
24	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-63	+$23.5K	$105.4K
25	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$22.0K	$90.8K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+423	+$18.4K	$18.4K
27	SIGNATUREFD, LLC added	Shares	+303	+$16.3K	$26.2K
28	SJS Investment Consulting Inc. added	Shares	+279	+$14.1K	$20.5K
29	Activest Wealth Management added	Shares	+158	+$8.9K	$15.2K
30	ELEVATION WEALTH PARTNERS, LLC added	Shares	+133	+$7.3K	$12.0K
31	GAMMA Investing LLC added	Shares	+113	+$7.1K	$14.0K
32	Blue Trust, Inc. trimmed	Shares	-6	+$6.3K	$26.6K
33	Founders Capital Management unchanged	Shares	0	+$4.2K	$17.3K
34	Sachetta, LLC new	Shares	+87	+$3.8K	$3.8K
35	LRI Investments, LLC unchanged	Shares	0	+$3.2K	$13.2K
36	ATWOOD & PALMER INC unchanged	Shares	0	+$3.1K	$13.0K
37	MassMutual Private Wealth & Trust, FSB added	Shares	+28	+$1.5K	$2.5K
38	SOA Wealth Advisors, LLC. added	Shares	+1	+$1.2K	$4.7K
39	Fortitude Family Office, LLC new	Shares	+24	+$1.0K	$1.0K
40	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$944	$3.9K
41	Bogart Wealth, LLC added	Shares	+15	+$785	$1.2K
42	State of Alaska, Department of Revenue trimmed	Shares	-585	+$344	$1.5K
43	Handelsbanken Fonder AB unchanged	Shares	0	+$252	$1.0K
44	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$147	$606
45	GHP Investment Advisors, Inc. unchanged	Shares	0	+$137	$563
46	CoreCap Advisors, LLC unchanged	Shares	0	+$136	$562
47	Cromwell Holdings LLC unchanged	Shares	0	+$125	$525
48	Quaker Wealth Management, LLC unchanged	Shares	0	+$83	$346
49	AdvisorNet Financial, Inc unchanged	Shares	0	+$74	$303
50	CX Institutional unchanged	Shares	0	$0	$2

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