Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | Rockingstone Advisors LLC | $4.6M |
| 2 | ARDSLEY ADVISORY PARTNERS LP | $4.6M |
| 3 | Lunate Capital Ltd | $4.6M |
| 4 | Police & Firemen's Retirement System of New Jersey | $703.8K |
| 5 | CISCO SYSTEMS, INC. | $489.4K |
| 6 | Yorktown Management & Research Co Inc | $426.5K |
| 7 | Range Financial Group LLC | $422.9K |
| 8 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | $381.9K |
| 9 | HAMILTON LANE ADVISORS LLC | $380.8K |
| 10 | CONGRESS ASSET MANAGEMENT CO | $365.9K |
| 11 | Strategic Blueprint, LLC | $205.8K |
| 12 | Penn Mutual Asset Management | $189.8K |
| 13 | Versant Capital Management, Inc | $132.3K |
| 14 | Bogart Wealth, LLC | $22.9K |
| 15 | GAMMA Investing LLC | $11.5K |
| 16 | IFP Advisors, Inc | $9.5K |
| 17 | EverSource Wealth Advisors, LLC | $4.8K |
| 18 | Blue Trust, Inc. | $1.9K |
| 19 | Farther Finance Advisors, LLC | $1.6K |
| 20 | SBI Securities Co., Ltd. | $1.5K |
| 21 | Physician Wealth Advisors, Inc. | $824 |
| 22 | Strategic Blueprint, LLC | $640 |
| 23 | Handelsbanken Fonder AB | $579 |
| 24 | True Wealth Design, LLC | $435 |
| 25 | FNY Investment Advisers, LLC | $285 |
| 26 | SJS Investment Consulting Inc. | $138 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$4.6M | |
| 2 | +$4.6M | |
| 3 | +$1.9M | |
| 4 | +$576.3K | |
| 5 | +$489.4K | |
| 6 | +$426.5K | |
| 7 | +$422.9K | |
| 8 | +$381.9K | |
| 9 | +$380.8K | |
| 10 | +$365.9K | |
| 11 | +$205.8K | |
| 12 | +$189.8K | |
| 13 | +$70.2K | |
| 14 | +$22.9K | |
| 15 | +$7.9K | |
| 16 | +$4.5K | |
| 17 | +$971 | |
| 18 | +$819 | |
| 19 | +$733 | |
| 20 | +$640 | |
| 21 | +$579 | |
| 22 | +$435 | |
| 23 | +$347 | |
| 24 | +$138 | |
| 25 | -$678 | |
| 26 | -$6.6K | |
| 27 | -$15.2K |