Filing Research | MBI - MBIA INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	LANARK FINANCIAL, INC.	Shares	77.2KSH	$503.3K
2	Seelaus Asset Management LLC	Shares	24.5KSH	$159.7K
3	Sequoia Financial Advisors, LLC	Shares	14.1KSH	$92.2K
4	Police & Firemen's Retirement System of New Jersey	Shares	12.9KSH	$84.4K
5	HARBOR INVESTMENT ADVISORY, LLC	Shares	4.5KSH	$29.3K
6	Versant Capital Management, Inc	Shares	836SH	$5.5K
7	EverSource Wealth Advisors, LLC	Shares	681SH	$4.4K
8	Farther Finance Advisors, LLC	Shares	448SH	$2.9K
9	EASTERN BANK	Shares	300SH	$2.0K
10	Triumph Capital Management	Shares	300SH	$2.0K
11	SJS Investment Consulting Inc.	Shares	128SH	$835
12	Fortitude Family Office, LLC	Shares	63SH	$411
13	Wealth Enhancement Trust Services, Inc.	Shares	42SH	$274
14	GAMMA Investing LLC	Shares	36SH	$235
15	IFP Advisors, Inc	Shares	31SH	$202
16	Financial Management Professionals, Inc.	Shares	26SH	$170
17	True Wealth Design, LLC	Shares	20SH	$131
18	Arlington Trust Co LLC	Shares	7SH	$46
19	FNY Investment Advisers, LLC	Shares	150SH	$0

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

19 / 19 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+14.1K	+$92.2K	$92.2K
2	LANARK FINANCIAL, INC. unchanged	Shares	0	+$47.1K	$503.3K
3	Seelaus Asset Management LLC unchanged	Shares	0	+$14.9K	$159.7K
4	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+1.0K	+$8.7K	$29.3K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$7.9K	$84.4K
6	EverSource Wealth Advisors, LLC added	Shares	+446	+$3.1K	$4.4K
7	Farther Finance Advisors, LLC added	Shares	+356	+$2.4K	$2.9K
8	SJS Investment Consulting Inc. new	Shares	+128	+$835	$835
9	Versant Capital Management, Inc unchanged	Shares	0	+$510	$5.5K
10	Fortitude Family Office, LLC new	Shares	+63	+$411	$411
11	Wealth Enhancement Trust Services, Inc. new	Shares	+42	+$274	$274
12	IFP Advisors, Inc added	Shares	+29	+$190	$202
13	EASTERN BANK unchanged	Shares	0	+$183	$2.0K
14	Triumph Capital Management unchanged	Shares	0	+$183	$2.0K
15	GAMMA Investing LLC unchanged	Shares	0	+$22	$235
16	Arlington Trust Co LLC unchanged	Shares	0	+$5	$46
17	FNY Investment Advisers, LLC unchanged	Shares	0	$0	$0
18	True Wealth Design, LLC trimmed	Shares	-18	-$94	$131
19	Financial Management Professionals, Inc. trimmed	Shares	-26	-$137	$170

Filing Research | MBI - MBIA INC Institutional Holdings