Filing Research | MMI - MARCUS & MILLICHAP INC Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	Tributary Capital Management, LLC	Shares	740.6KSH	$23.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.9KSH	$457.2K
3	Louisiana State Employees Retirement System	Shares	10.3KSH	$321.1K
4	Curated Wealth Partners LLC	Shares	152SH	$301.3K
5	Hofer & Associates. Inc	Shares	8.3KSH	$260.1K
6	Linden Thomas Advisory Services, LLC	Shares	8.2KSH	$254.2K
7	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	7.7KSH	$239.0K
8	Investors Research Corp	Shares	7.3KSH	$226.8K
9	Police & Firemen's Retirement System of New Jersey	Shares	6.7KSH	$208.6K
10	GAMMA Investing LLC	Shares	4.6KSH	$144.4K
11	Versant Capital Management, Inc	Shares	1.5KSH	$47.1K
12	Farther Finance Advisors, LLC	Shares	1.1KSH	$35.7K
13	EverSource Wealth Advisors, LLC	Shares	935SH	$29.1K
14	IFP Advisors, Inc	Shares	693SH	$21.6K
15	SJS Investment Consulting Inc.	Shares	258SH	$8.0K
16	SIGNATUREFD, LLC	Shares	115SH	$3.6K
17	True Wealth Design, LLC	Shares	77SH	$2.4K
18	Cedar Mountain Advisors, LLC	Shares	30SH	$935
19	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	23.7KSH	$740
20	Hunter Perkins Capital Management, LLC	Shares	23.7KSH	$738
21	CoreCap Advisors, LLC	Shares	20SH	$623
22	Physician Wealth Advisors, Inc.	Shares	18SH	$562
23	FARMERS & MERCHANTS INVESTMENTS INC	Shares	15SH	$468
24	MassMutual Private Wealth & Trust, FSB	Shares	15SH	$468
25	GILPIN WEALTH MANAGEMENT, LLC	Shares	13SH	$406
26	Fortitude Family Office, LLC	Shares	10SH	$312
27	State of Alaska, Department of Revenue	Shares	7.7KSH	$240
28	Wealth Enhancement Trust Services, Inc.	Shares	2SH	$62
29	Davis Capital Management	Shares	1SH	$31
30	Hughes Financial Services, LLC	Shares	1SH	$31
31	CX Institutional	Shares	161SH	$5

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

31 / 31 loaded

#		Instrument
1	Tributary Capital Management, LLC trimmed	Shares	-21.8K	+$2.8M	$23.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+14.9K	+$457.2K	$457.2K
3	Curated Wealth Partners LLC new	Shares	+152	+$301.3K	$301.3K
4	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+7.7K	+$239.0K	$239.0K
5	GAMMA Investing LLC added	Shares	+984	+$47.4K	$144.4K
6	Linden Thomas Advisory Services, LLC added	Shares	+98	+$40.0K	$254.2K
7	Louisiana State Employees Retirement System trimmed	Shares	-300	+$39.2K	$321.1K
8	Hofer & Associates. Inc unchanged	Shares	0	+$38.2K	$260.1K
9	Farther Finance Advisors, LLC added	Shares	+1.1K	+$33.9K	$35.7K
10	Investors Research Corp unchanged	Shares	0	+$33.3K	$226.8K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$30.6K	$208.6K
12	IFP Advisors, Inc added	Shares	+564	+$18.2K	$21.6K
13	EverSource Wealth Advisors, LLC added	Shares	+158	+$8.5K	$29.1K
14	SJS Investment Consulting Inc. added	Shares	+222	+$7.1K	$8.0K
15	True Wealth Design, LLC added	Shares	+41	+$1.4K	$2.4K
16	Versant Capital Management, Inc trimmed	Shares	-230	+$809	$47.1K
17	CoreCap Advisors, LLC new	Shares	+20	+$623	$623
18	Fortitude Family Office, LLC new	Shares	+10	+$312	$312
19	Cedar Mountain Advisors, LLC added	Shares	+2	+$190	$935
20	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+793	+$130	$740
21	Hunter Perkins Capital Management, LLC unchanged	Shares	0	+$103	$738
22	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$69	$468
23	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$69	$468
24	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$62	$62
25	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$60	$406
26	Davis Capital Management new	Shares	+1	+$31	$31
27	Hughes Financial Services, LLC new	Shares	+1	+$31	$31
28	SIGNATUREFD, LLC trimmed	Shares	-21	-$31	$3.6K
29	State of Alaska, Department of Revenue trimmed	Shares	-4.0K	-$72	$240
30	Physician Wealth Advisors, Inc. trimmed	Shares	-18	-$396	$562
31	CX Institutional trimmed	Shares	-208.1K	-$5.5K	$5