Filing Research | LLYVK - LIBERTY LIVE HOLDINGS INC Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	196.5KSH	$20.8M
2	COOPER INVESTORS PTY LTD	Shares	43.0KSH	$4.5M
3	Police & Firemen's Retirement System of New Jersey	Shares	21.8KSH	$2.3M
4	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	12.9KSH	$1.4M
5	Oak Thistle LLC	Shares	12.4KSH	$1.3M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.2KSH	$1.3M
7	Y-Intercept (Hong Kong) Ltd	Shares	11.1KSH	$1.2M
8	Nilsine Partners, LLC	Shares	9.2KSH	$974.4K
9	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	7.3KSH	$774.3K
10	Sprinkle Financial Consultants LLC	Shares	7.3KSH	$771.1K
11	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.1KSH	$642.7K
12	Fractal Investments LLC	Shares	5.1KSH	$543.3K
13	ANCHYRA PARTNERS LLC	Shares	5.1KSH	$541.3K
14	R.H. Dinel Investment Counsel, Inc.	Shares	4.6KSH	$483.7K
15	Congress Park Capital LLC	Shares	4.4KSH	$462.2K
16	Waldron Private Wealth LLC	Shares	3.8KSH	$402.3K
17	Walleye Partners, LLC	Shares	2.7KSH	$288.2K
18	Fort Henry Capital, LLC	Shares	2.7KSH	$285.1K
19	Versant Capital Management, Inc	Shares	1.1KSH	$117.5K
20	Legacies Wealth LLC	Shares	766SH	$80.9K
21	Curated Wealth Partners LLC	Shares	70.0KSH	$79.9K
22	GAMMA Investing LLC	Shares	654SH	$69.1K
23	EverSource Wealth Advisors, LLC	Shares	413SH	$43.6K
24	Central Pacific Bank - Trust Division	Shares	301SH	$31.8K
25	TRUST CO OF TOLEDO NA /OH/	Shares	291SH	$30.7K
26	MassMutual Private Wealth & Trust, FSB	Shares	252SH	$26.6K
27	Farther Finance Advisors, LLC	Shares	251SH	$26.5K
28	Mirae Asset Global Investments Co., Ltd.	Shares	201SH	$21.2K
29	SIGNATUREFD, LLC	Shares	125SH	$13.2K
30	Community Financial Services Group, LLC	Shares	79SH	$8.5K
31	Fortis Group Advisors, LLC	Shares	52SH	$5.5K
32	ELEVATION WEALTH PARTNERS, LLC	Shares	47SH	$5.0K
33	Owl Creek Wealth Partners LLC	Shares	42SH	$4.4K
34	Steigerwald, Gordon & Koch Inc.	Shares	41SH	$4.3K
35	Valued Wealth Advisors LLC	Shares	36SH	$3.8K
36	Ares Financial Consulting, LLC	Shares	34SH	$3.6K
37	Rachor Investment Advisory Services, LLC	Shares	26SH	$2.7K
38	Strategic Investment Solutions, Inc. /IL	Shares	22SH	$2.3K
39	Center for Financial Planning, Inc.	Shares	18SH	$1.9K
40	True Wealth Design, LLC	Shares	18SH	$1.9K
41	Handelsbanken Fonder AB	Shares	13.5KSH	$1.4K
42	FIRST HORIZON CORP	Shares	13SH	$1.4K
43	WEST PACES ADVISORS INC.	Shares	11SH	$1.2K
44	Bogart Wealth, LLC	Shares	10SH	$1.1K
45	Hughes Financial Services, LLC	Shares	10SH	$1.1K
46	Kings Path Partners LLC	Shares	7SH	$739
47	Marquette Asset Management, LLC	Shares	6SH	$634
48	PFS Partners, LLC	Shares	6SH	$634
49	FNY Investment Advisers, LLC	Shares	5.0KSH	$528
50	HARBOR INVESTMENT ADVISORY, LLC	Shares	5SH	$528

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

50 / 62 loaded

#		Instrument
1	DAVENPORT & Co LLC added	Shares	+5	+$2.3M	$20.8M
2	CREDIT INDUSTRIEL ET COMMERCIAL new	Shares	+12.9K	+$1.4M	$1.4M
3	Oak Thistle LLC new	Shares	+12.4K	+$1.3M	$1.3M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+11.1K	+$1.2M	$1.2M
5	COOPER INVESTORS PTY LTD unchanged	Shares	0	+$495.4K	$4.5M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$376.6K	$2.3M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+350	+$109.6K	$1.3M
8	ANCHYRA PARTNERS LLC added	Shares	+499	+$106.0K	$541.3K
9	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$84.6K	$774.3K
10	Sprinkle Financial Consultants LLC trimmed	Shares	-16	+$82.7K	$771.1K
11	Curated Wealth Partners LLC new	Shares	+70.0K	+$79.9K	$79.9K
12	Nilsine Partners, LLC trimmed	Shares	-362	+$75.3K	$974.4K
13	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-14	+$68.8K	$642.7K
14	Fractal Investments LLC unchanged	Shares	0	+$59.3K	$543.3K
15	R.H. Dinel Investment Counsel, Inc. unchanged	Shares	0	+$52.8K	$483.7K
16	Congress Park Capital LLC unchanged	Shares	0	+$50.4K	$462.2K
17	Waldron Private Wealth LLC unchanged	Shares	0	+$43.9K	$402.3K
18	Versant Capital Management, Inc added	Shares	+291	+$40.2K	$117.5K
19	Fort Henry Capital, LLC unchanged	Shares	0	+$31.1K	$285.1K
20	Mirae Asset Global Investments Co., Ltd. new	Shares	+201	+$21.2K	$21.2K
21	GAMMA Investing LLC added	Shares	+117	+$18.6K	$69.1K
22	Farther Finance Advisors, LLC added	Shares	+130	+$15.0K	$26.5K
23	Legacies Wealth LLC unchanged	Shares	0	+$8.8K	$80.9K
24	ELEVATION WEALTH PARTNERS, LLC new	Shares	+47	+$5.0K	$5.0K
25	Central Pacific Bank - Trust Division unchanged	Shares	0	+$3.5K	$31.8K
26	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$3.4K	$30.7K
27	SIGNATUREFD, LLC trimmed	Shares	-1	+$1.3K	$13.2K
28	WEST PACES ADVISORS INC. new	Shares	+11	+$1.2K	$1.2K
29	Community Financial Services Group, LLC unchanged	Shares	0	+$982	$8.5K
30	Fortis Group Advisors, LLC unchanged	Shares	0	+$599	$5.5K
31	Bogart Wealth, LLC added	Shares	+5	+$585	$1.1K
32	Hughes Financial Services, LLC added	Shares	+5	+$585	$1.1K
33	FNY Investment Advisers, LLC new	Shares	+5.0K	+$528	$528
34	True Wealth Design, LLC added	Shares	+3	+$490	$1.9K
35	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$484	$4.4K
36	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$472	$4.3K
37	Wealth Enhancement Trust Services, Inc. new	Shares	+4	+$423	$423
38	Valued Wealth Advisors LLC unchanged	Shares	0	+$416	$3.8K
39	Ares Financial Consulting, LLC unchanged	Shares	0	+$367	$3.6K
40	Rachor Investment Advisory Services, LLC unchanged	Shares	0	+$300	$2.7K
41	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$254	$2.3K
42	Center for Financial Planning, Inc. unchanged	Shares	0	+$208	$1.9K
43	Kings Path Partners LLC unchanged	Shares	0	+$157	$739
44	Handelsbanken Fonder AB unchanged	Shares	0	+$156	$1.4K
45	FIRST HORIZON CORP unchanged	Shares	0	+$150	$1.4K
46	Sachetta, LLC new	Shares	+1	+$106	$106
47	PFS Partners, LLC unchanged	Shares	0	+$69	$634
48	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$57	$528
49	CoreCap Advisors, LLC unchanged	Shares	0	+$47	$423
50	SJS Investment Consulting Inc. unchanged	Shares	0	+$46	$423

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