Filing Research | LOVE - LOVESAC CO Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Skylands Capital, LLC	Shares	314.6KSH	$5.3M
2	ISTHMUS PARTNERS, LLC	Shares	248.1KSH	$4.1M
3	Yorktown Management & Research Co Inc	Shares	18.7KSH	$312.1K
4	FMA Wealth Management, LLC	Shares	1.0KSH	$238.3K
5	Police & Firemen's Retirement System of New Jersey	Shares	4.2KSH	$69.3K
6	Versant Capital Management, Inc	Shares	2.4KSH	$39.5K
7	GAMMA Investing LLC	Shares	1.3KSH	$21.7K
8	Owl Creek Wealth Partners LLC	Shares	325SH	$5.4K
9	Farther Finance Advisors, LLC	Shares	215SH	$3.6K
10	Bogart Wealth, LLC	Shares	122SH	$2.0K
11	EverSource Wealth Advisors, LLC	Shares	113SH	$1.9K
12	Wealth Enhancement Trust Services, Inc.	Shares	60SH	$1.0K
13	Fortitude Family Office, LLC	Shares	47SH	$784
14	SJS Investment Consulting Inc.	Shares	39SH	$651
15	SBI Securities Co., Ltd.	Shares	10SH	$167

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

19 / 19 loaded

#		Instrument
1	ISTHMUS PARTNERS, LLC added	Shares	+7.9K	+$593.5K	$4.1M
2	Skylands Capital, LLC trimmed	Shares	-18.3K	+$333.8K	$5.3M
3	Yorktown Management & Research Co Inc new	Shares	+18.7K	+$312.1K	$312.1K
4	FMA Wealth Management, LLC unchanged	Shares	0	+$30.1K	$238.3K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$8.0K	$69.3K
6	Versant Capital Management, Inc added	Shares	+44	+$5.2K	$39.5K
7	GAMMA Investing LLC added	Shares	+163	+$4.9K	$21.7K
8	Bogart Wealth, LLC new	Shares	+122	+$2.0K	$2.0K
9	EverSource Wealth Advisors, LLC added	Shares	+108	+$1.8K	$1.9K
10	Farther Finance Advisors, LLC added	Shares	+46	+$1.1K	$3.6K
11	Wealth Enhancement Trust Services, Inc. new	Shares	+60	+$1.0K	$1.0K
12	SJS Investment Consulting Inc. new	Shares	+39	+$651	$651
13	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$624	$5.4K
14	Fortitude Family Office, LLC unchanged	Shares	0	+$90	$784
15	SBI Securities Co., Ltd. trimmed	Shares	-2	-$10	$167
16	Golden State Wealth Management, LLC exited	Shares	-5	-$74	$0
17	True Wealth Design, LLC exited	Shares	-16	-$237	$0
18	YANKCOM Partnership exited	Shares	-200	-$3.0K	$0
19	PFG Investments, LLC exited	Shares	-10.8K	-$160.3K	$0

Filing Research | LOVE - LOVESAC CO Institutional Holdings