Filing Research | MIAX - MIAMI INTL HLDGS INC Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	297.8KSH	$11.1M
2	York GP, Ltd.	Shares	230.7KSH	$8.6M
3	HMV Wealth Advisors, LLC	Shares	138.0KSH	$5.1M
4	One Charles Private Wealth Services, LLC	Shares	118.4KSH	$4.4M
5	MBL Wealth, LLC	Shares	78.9KSH	$2.9M
6	Atlas Brown,Inc.	Shares	44.9KSH	$1.7M
7	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	36.7KSH	$1.4M
8	Capelight Capital Asset Management LP	Shares	30.0KSH	$1.1M
9	SAPIENT CAPITAL LLC	Shares	26.6KSH	$988.9K
10	Police & Firemen's Retirement System of New Jersey	Shares	22.6KSH	$839.2K
11	J.W. COLE ADVISORS, INC.	Shares	6.1KSH	$225.6K
12	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	700SH	$26.0K
13	Cedar Mountain Advisors, LLC	Shares	158SH	$5.9K
14	GAMMA Investing LLC	Shares	157SH	$5.8K
15	WEST PACES ADVISORS INC.	Shares	157SH	$5.8K
16	EverSource Wealth Advisors, LLC	Shares	96SH	$3.6K
17	Handelsbanken Fonder AB	Shares	20.0KSH	$743
18	FINANCIAL CONSULATE, INC	Shares	13SH	$484
19	Farther Finance Advisors, LLC	Shares	5SH	$186
20	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.2KSH	$81
21	Hughes Financial Services, LLC	Shares	1SH	$37

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

22 / 22 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+297.8K	+$11.1M	$11.1M
2	York GP, Ltd. new	Shares	+230.7K	+$8.6M	$8.6M
3	HMV Wealth Advisors, LLC added	Shares	+127.3K	+$4.7M	$5.1M
4	One Charles Private Wealth Services, LLC new	Shares	+118.4K	+$4.4M	$4.4M
5	Capelight Capital Asset Management LP new	Shares	+30.0K	+$1.1M	$1.1M
6	SAPIENT CAPITAL LLC new	Shares	+26.6K	+$988.9K	$988.9K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+15.7K	+$570.2K	$839.2K
8	WEST PACES ADVISORS INC. new	Shares	+157	+$5.8K	$5.8K
9	EverSource Wealth Advisors, LLC added	Shares	+91	+$3.4K	$3.6K
10	Handelsbanken Fonder AB new	Shares	+20.0K	+$743	$743
11	GAMMA Investing LLC added	Shares	+21	+$541	$5.8K
12	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	-$3	$81
13	Farther Finance Advisors, LLC unchanged	Shares	0	-$11	$186
14	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$22	$484
15	Hughes Financial Services, LLC trimmed	Shares	-1	-$41	$37
16	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$278	$5.9K
17	IFP Advisors, Inc exited	Shares	-8	-$311	$0
18	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$1.2K	$26.0K
19	J.W. COLE ADVISORS, INC. trimmed	Shares	-2.2K	-$97.0K	$225.6K
20	Atlas Brown,Inc. trimmed	Shares	-6.1K	-$315.2K	$1.7M
21	MBL Wealth, LLC trimmed	Shares	-8.1K	-$452.5K	$2.9M
22	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed	Shares	-10.2K	-$462.4K	$1.4M