Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | True Wind Capital Management, L.P. | $23.5M |
| 2 | WASATCH ADVISORS LP | $15.2M |
| 3 | Transmarket Holdings LP | $5.8M |
| 4 | CREDIT INDUSTRIEL ET COMMERCIAL | $2.2M |
| 5 | ABC ARBITRAGE SA | $1.4M |
| 6 | EXCHANGE TRADED CONCEPTS, LLC | $270.9K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $185.1K |
| 8 | AJ Advisors, LLC | $144.4K |
| 9 | Police & Firemen's Retirement System of New Jersey | $77.5K |
| 10 | HARRELL INVESTMENT PARTNERS, LLC | $69.7K |
| 11 | Merit Financial Group, LLC | $58.0K |
| 12 | D.A. DAVIDSON & CO. | $56.5K |
| 13 | Austin Wealth Management, LLC | $48.8K |
| 14 | EverSource Wealth Advisors, LLC | $9.3K |
| 15 | True Wealth Design, LLC | $8.2K |
| 16 | Fortitude Family Office, LLC | $2.0K |
| 17 | GAMMA Investing LLC | $1.1K |
| 18 | Farther Finance Advisors, LLC | $996 |
| 19 | Bogart Wealth, LLC | $840 |
| 20 | IFP Advisors, Inc | $199 |
| 21 | State of Alaska, Department of Revenue | $92 |
| 22 | SJS Investment Consulting Inc. | $84 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$14.0M | |
| 2 | +$6.3M | |
| 3 | +$5.8M | |
| 4 | +$2.2M | |
| 5 | +$1.4M | |
| 6 | +$144.4K | |
| 7 | +$103.0K | |
| 8 | +$54.7K | |
| 9 | +$46.4K | |
| 10 | +$41.7K | |
| 11 | +$30.5K | |
| 12 | +$29.7K | |
| 13 | +$24.9K | |
| 14 | +$4.9K | |
| 15 | +$4.4K | |
| 16 | +$2.0K | |
| 17 | +$840 | |
| 18 | +$748 | |
| 19 | +$646 | |
| 20 | +$56 | |
| 21 | +$55 | |
| 22 | -$99 | |
| 23 | -$542 | |
| 24 | -$719 |