Filing Research | LOAR - LOAR HOLDINGS INC Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	3.2MSH	$261.3M
2	ONE Advisory Partners, LLC	Shares	293.3KSH	$23.6M
3	RIVERBRIDGE PARTNERS LLC	Shares	153.1KSH	$12.3M
4	BURKETT FINANCIAL SERVICES, LLC	Shares	118.0KSH	$9.5M
5	Prospera Financial Services Inc	Shares	81.7KSH	$6.6M
6	Capricorn Fund Managers Ltd	Shares	72.0KSH	$5.8M
7	MOODY ALDRICH PARTNERS LLC	Shares	66.0KSH	$5.3M
8	Thrive Wealth Management, LLC	Shares	35.8KSH	$2.9M
9	Linden Thomas Advisory Services, LLC	Shares	34.3KSH	$2.8M
10	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	33.7KSH	$2.7M
11	Clearview Wealth Management LLC	Shares	27.0KSH	$2.2M
12	Police & Firemen's Retirement System of New Jersey	Shares	19.9KSH	$1.6M
13	SUMMITRY LLC	Shares	4.4KSH	$356.8K
14	B. Riley Wealth Advisors, Inc.	Shares	4.2KSH	$331.9K
15	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	3.3KSH	$269.7K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.6KSH	$264.7K
17	Oak Thistle LLC	Shares	2.7KSH	$220.1K
18	Farther Finance Advisors, LLC	Shares	1.6KSH	$128.4K
19	RiverPark Advisors, LLC	Shares	1.5KSH	$124.1K
20	Atlantic Edge Private Wealth Management, LLC	Shares	1.4KSH	$116.5K
21	Roxbury Financial LLC	Shares	300SH	$24.2K
22	GAMMA Investing LLC	Shares	294SH	$23.7K
23	MassMutual Private Wealth & Trust, FSB	Shares	233SH	$18.8K
24	EverSource Wealth Advisors, LLC	Shares	189SH	$15.2K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	120SH	$9.6K
26	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	100SH	$8.1K
27	SIGNATUREFD, LLC	Shares	74SH	$6.0K
28	Bogart Wealth, LLC	Shares	58SH	$4.7K
29	Owl Creek Wealth Partners LLC	Shares	55SH	$4.4K
30	ELEVATION WEALTH PARTNERS, LLC	Shares	25SH	$2.0K
31	SBI Securities Co., Ltd.	Shares	21SH	$1.7K
32	Cromwell Holdings LLC	Shares	14SH	$1.1K
33	Quaker Wealth Management, LLC	Shares	11SH	$887
34	True Wealth Design, LLC	Shares	11SH	$887
35	Fortitude Family Office, LLC	Shares	10SH	$806
36	AdvisorNet Financial, Inc	Shares	8SH	$645
37	Marquette Asset Management, LLC	Shares	8SH	$645
38	Activest Wealth Management	Shares	6SH	$484
39	DiNuzzo Private Wealth, Inc.	Shares	4SH	$323
40	JFS WEALTH ADVISORS, LLC	Shares	4SH	$323
41	Creative Capital Management Investments LLC	Shares	4SH	$322
42	SJS Investment Consulting Inc.	Shares	3SH	$242
43	LRI Investments, LLC	Shares	2SH	$161
44	3 FACTOR INDEXING, LLC	Shares	1SH	$81
45	Capital Advisors, Ltd. LLC	Shares	2SH	$0

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

50 / 53 loaded

#		Instrument
1	WASATCH ADVISORS LP trimmed	Shares	-267.2K	+$60.3M	$261.3M
2	ONE Advisory Partners, LLC unchanged	Shares	0	+$6.8M	$23.6M
3	Capricorn Fund Managers Ltd added	Shares	+26.7K	+$3.2M	$5.8M
4	Prospera Financial Services Inc added	Shares	+17.9K	+$2.9M	$6.6M
5	BURKETT FINANCIAL SERVICES, LLC trimmed	Shares	-7.0K	+$2.4M	$9.5M
6	MOODY ALDRICH PARTNERS LLC added	Shares	+12.7K	+$2.3M	$5.3M
7	Thrive Wealth Management, LLC trimmed	Shares	-244	+$821.2K	$2.9M
8	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management unchanged	Shares	0	+$786.0K	$2.7M
9	Linden Thomas Advisory Services, LLC trimmed	Shares	-238	+$785.6K	$2.8M
10	Clearview Wealth Management LLC unchanged	Shares	0	+$629.7K	$2.2M
11	Police & Firemen's Retirement System of New Jersey added	Shares	+1.2K	+$535.4K	$1.6M
12	SUMMITRY LLC new	Shares	+4.4K	+$356.8K	$356.8K
13	B. Riley Wealth Advisors, Inc. new	Shares	+4.2K	+$331.9K	$331.9K
14	LAUREL OAK WEALTH MANAGEMENT, LLC new	Shares	+3.3K	+$269.7K	$269.7K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+3.6K	+$264.7K	$264.7K
16	Oak Thistle LLC new	Shares	+2.7K	+$220.1K	$220.1K
17	Farther Finance Advisors, LLC added	Shares	+407	+$58.8K	$128.4K
18	Atlantic Edge Private Wealth Management, LLC added	Shares	+305	+$51.2K	$116.5K
19	RiverPark Advisors, LLC trimmed	Shares	-18	+$34.9K	$124.1K
20	EverSource Wealth Advisors, LLC added	Shares	+172	+$14.3K	$15.2K
21	MassMutual Private Wealth & Trust, FSB added	Shares	+96	+$10.9K	$18.8K
22	Roxbury Financial LLC unchanged	Shares	0	+$7.0K	$24.2K
23	Owl Creek Wealth Partners LLC new	Shares	+55	+$4.4K	$4.4K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+14	+$3.4K	$9.6K
25	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$2.3K	$8.1K
26	Bogart Wealth, LLC added	Shares	+17	+$2.3K	$4.7K
27	Cromwell Holdings LLC added	Shares	+11	+$957	$1.1K
28	True Wealth Design, LLC new	Shares	+11	+$887	$887
29	ELEVATION WEALTH PARTNERS, LLC added	Shares	+4	+$812	$2.0K
30	SIGNATUREFD, LLC trimmed	Shares	-17	+$752	$6.0K
31	AdvisorNet Financial, Inc new	Shares	+8	+$645	$645
32	Marquette Asset Management, LLC new	Shares	+8	+$645	$645
33	Activest Wealth Management new	Shares	+6	+$484	$484
34	Creative Capital Management Investments LLC new	Shares	+4	+$322	$322
35	DiNuzzo Private Wealth, Inc. added	Shares	+3	+$265	$323
36	SBI Securities Co., Ltd. trimmed	Shares	-4	+$261	$1.7K
37	LRI Investments, LLC new	Shares	+2	+$161	$161
38	SJS Investment Consulting Inc. added	Shares	+1	+$127	$242
39	Quaker Wealth Management, LLC trimmed	Shares	-4	+$27	$887
40	Capital Advisors, Ltd. LLC new	Shares	+2	$0	$0
41	Hughes Financial Services, LLC exited	Shares	-1	-$57	$0
42	JFS WEALTH ADVISORS, LLC trimmed	Shares	-3	-$79	$323
43	3 FACTOR INDEXING, LLC trimmed	Shares	-2	-$91	$81
44	Fortitude Family Office, LLC trimmed	Shares	-7	-$168	$806
45	Wall Street Financial Group, Inc. exited	Shares	-4	-$229	$0
46	Vermillion Wealth Management, Inc. exited	Shares	-6	-$344	$0
47	Raleigh Capital Management Inc. exited	Shares	-19	-$1.1K	$0
48	Rachor Investment Advisory Services, LLC exited	Shares	-32	-$1.8K	$0
49	Versant Capital Management, Inc exited	Shares	-51	-$2.9K	$0
50	JNBA Financial Advisors exited	Shares	-71	-$4.1K	$0

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