Filing Research | LRN - STRIDE INC Institutional Holdings

Snapshot holdings

50 / 63 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	972.9KSH	$83.9M
2	KIRR MARBACH & CO LLC /IN/	Shares	102.8KSH	$8.9M
3	EASTERLY INVESTMENT PARTNERS LLC	Shares	49.2KSH	$4.2M
4	Merit Financial Group, LLC	Shares	39.0KSH	$3.4M
5	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	37.3KSH	$3.2M
6	Louisiana State Employees Retirement System	Shares	18.4KSH	$1.6M
7	Arista Wealth Management, LLC	Shares	16.0KSH	$1.4M
8	NorthCrest Asset Manangement, LLC	Shares	14.9KSH	$1.4M
9	Police & Firemen's Retirement System of New Jersey	Shares	12.5KSH	$1.1M
10	BDFS Capital LLC	Shares	12.4KSH	$1.1M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.3KSH	$970.9K
12	Bright Futures Wealth Management, LLC.	Shares	10.8KSH	$928.6K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	9.9KSH	$856.9K
14	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	6.5KSH	$558.8K
15	Blue Trust, Inc.	Shares	5.9KSH	$512.0K
16	ISTHMUS PARTNERS, LLC	Shares	5.4KSH	$466.5K
17	Malaga Cove Capital, LLC	Shares	4.8KSH	$413.7K
18	GAMMA Investing LLC	Shares	4.7KSH	$406.7K
19	Clearwave Capital, LLC	Shares	4.5KSH	$388.8K
20	Cornerstone Wealth Management, LLC	Shares	3.6KSH	$306.9K
21	Sequoia Financial Advisors, LLC	Shares	3.1KSH	$270.0K
22	Crossmark Global Holdings, Inc.	Shares	2.9KSH	$253.5K
23	IFP Advisors, Inc	Shares	2.5KSH	$214.3K
24	Farther Finance Advisors, LLC	Shares	2.2KSH	$190.8K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.9KSH	$183.1K
26	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.4KSH	$124.5K
27	Financial Perspectives, Inc	Shares	994SH	$85.7K
28	Key FInancial Inc	Shares	800SH	$69.0K
29	TOTH FINANCIAL ADVISORY CORP	Shares	505SH	$43.6K
30	SIGNATUREFD, LLC	Shares	474SH	$40.9K
31	Versant Capital Management, Inc	Shares	306SH	$26.4K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	267SH	$23.6K
33	EverSource Wealth Advisors, LLC	Shares	238SH	$20.5K
34	MassMutual Private Wealth & Trust, FSB	Shares	143SH	$12.3K
35	Owl Creek Wealth Partners LLC	Shares	130SH	$11.2K
36	SBI Securities Co., Ltd.	Shares	98SH	$8.5K
37	Fortitude Family Office, LLC	Shares	83SH	$7.2K
38	Golden State Wealth Management, LLC	Shares	50SH	$4.3K
39	Triumph Capital Management	Shares	49SH	$4.2K
40	Hughes Financial Services, LLC	Shares	33SH	$2.8K
41	JFS WEALTH ADVISORS, LLC	Shares	27SH	$2.3K
42	FARMERS & MERCHANTS INVESTMENTS INC	Shares	26SH	$2.2K
43	LifeSteps Financial, Inc.	Shares	25SH	$2.2K
44	State of Alaska, Department of Revenue	Shares	22.1KSH	$1.9K
45	Cape Investment Advisory, Inc.	Shares	22SH	$1.9K
46	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	17.8KSH	$1.5K
47	Handelsbanken Fonder AB	Shares	12.7KSH	$1.1K
48	AMALGAMATED BANK	Shares	11.3KSH	$972
49	Cedar Mountain Advisors, LLC	Shares	9SH	$776
50	CoreCap Advisors, LLC	Shares	9SH	$776

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

50 / 77 loaded

#		Instrument
1	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+4.6K	+$336.6K	$3.2M
2	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+1.4K	+$124.5K	$124.5K
3	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+1.4K	+$100.6K	$4.2M
4	Cornerstone Wealth Management, LLC added	Shares	+1.1K	+$91.8K	$306.9K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+844	+$50.3K	$1.1M
6	Farther Finance Advisors, LLC added	Shares	+606	+$48.1K	$190.8K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+456	+$40.3K	$183.1K
8	Clearwave Capital, LLC added	Shares	+548	+$39.6K	$388.8K
9	ISTHMUS PARTNERS, LLC added	Shares	+562	+$39.1K	$466.5K
10	Malaga Cove Capital, LLC added	Shares	+400	+$26.0K	$413.7K
11	IFP Advisors, Inc added	Shares	+349	+$26.0K	$214.3K
12	NorthCrest Asset Manangement, LLC added	Shares	+22	+$23.6K	$1.4M
13	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+338	+$17.3K	$558.8K
14	SIGNATUREFD, LLC added	Shares	+125	+$10.1K	$40.9K
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+50	+$4.4K	$23.6K
16	GAMMA Investing LLC added	Shares	+128	+$2.2K	$406.7K
17	LifeSteps Financial, Inc. new	Shares	+25	+$2.2K	$2.2K
18	Cape Investment Advisory, Inc. new	Shares	+22	+$1.9K	$1.9K
19	Creative Capital Management Investments LLC new	Shares	+7	+$604	$604
20	Wealth Enhancement Trust Services, Inc. new	Shares	+6	+$517	$517
21	JFS WEALTH ADVISORS, LLC added	Shares	+3	+$212	$2.3K
22	Davis Capital Management new	Shares	+2	+$172	$172
23	LRI Investments, LLC added	Shares	+1	+$75	$604
24	HORIZON FINANCIAL SERVICES, LLC unchanged	Shares	0	$0	$0
25	GHP Investment Advisors, Inc. unchanged	Shares	0	-$2	$87
26	Abound Wealth Management unchanged	Shares	0	-$4	$173
27	SJS Investment Consulting Inc. unchanged	Shares	0	-$4	$173
28	Trust Co unchanged	Shares	0	-$4	$172
29	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$12	$518
30	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$13	$604
31	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$14	$604
32	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$18	$776
33	Handelsbanken Fonder AB unchanged	Shares	0	-$25	$1.1K
34	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$50	$2.2K
35	Hughes Financial Services, LLC unchanged	Shares	0	-$64	$2.8K
36	Vermillion Wealth Management, Inc. exited	Shares	-1	-$88	$0
37	AMALGAMATED BANK trimmed	Shares	-851	-$96	$972
38	Golden State Wealth Management, LLC unchanged	Shares	0	-$97	$4.3K
39	Fortitude Family Office, LLC unchanged	Shares	0	-$160	$7.2K
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-1.6K	-$173	$1.5K
41	True Wealth Design, LLC trimmed	Shares	-2	-$186	$432
42	SBI Securities Co., Ltd. unchanged	Shares	0	-$189	$8.5K
43	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$251	$11.2K
44	Triumph Capital Management trimmed	Shares	-2	-$271	$4.2K
45	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-1	-$364	$12.3K
46	State of Alaska, Department of Revenue trimmed	Shares	-6.9K	-$653	$1.9K
47	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	-$974	$43.6K
48	Key FInancial Inc unchanged	Shares	0	-$1.5K	$69.0K
49	Financial Perspectives, Inc unchanged	Shares	0	-$1.9K	$85.7K
50	CoreCap Advisors, LLC trimmed	Shares	-69	-$6.1K	$776

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