Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $11.5M |
| 2 | HERALD INVESTMENT MANAGEMENT Ltd | $4.2M |
| 3 | Y-Intercept (Hong Kong) Ltd | $996.5K |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $408.7K |
| 5 | Kings Path Partners LLC | $242.2K |
| 6 | Police & Firemen's Retirement System of New Jersey | $179.8K |
| 7 | SRH ADVISORS, LLC | $49.8K |
| 8 | Farther Finance Advisors, LLC | $41.0K |
| 9 | Hilltop National Bank | $19.9K |
| 10 | GAMMA Investing LLC | $19.7K |
| 11 | EverSource Wealth Advisors, LLC | $17.0K |
| 12 | Versant Capital Management, Inc | $13.8K |
| 13 | True Wealth Design, LLC | $4.0K |
| 14 | SJS Investment Consulting Inc. | $2.3K |
| 15 | Wealth Enhancement Trust Services, Inc. | $2.0K |
| 16 | IFP Advisors, Inc | $1.5K |
| 17 | Cedar Mountain Advisors, LLC | $996 |
| 18 | SIGNATUREFD, LLC | $597 |
| 19 | GILPIN WEALTH MANAGEMENT, LLC | $100 |
| 20 | State of Alaska, Department of Revenue | $27 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$7.0M | |
| 2 | +$438.1K | |
| 3 | +$115.1K | |
| 4 | +$62.1K | |
| 5 | +$6.7K | |
| 6 | +$5.6K | |
| 7 | +$2.3K | |
| 8 | +$2.2K | |
| 9 | +$2.2K | |
| 10 | +$2.0K | |
| 11 | +$1.9K | |
| 12 | +$786 | |
| 13 | +$521 | |
| 14 | +$112 | |
| 15 | +$66 | |
| 16 | +$11 | |
| 17 | +$3 | |
| 18 | -$477 | |
| 19 | -$3.6K | |
| 20 | -$25.1K | |
| 21 | -$169.2K |