Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $44.7M |
| 2 | MARATHON CAPITAL MANAGEMENT | $5.5M |
| 3 | Skylands Capital, LLC | $2.6M |
| 4 | Y-Intercept (Hong Kong) Ltd | $2.4M |
| 5 | Conestoga Capital Advisors, LLC | $1.4M |
| 6 | Penbrook Management LLC | $1.1M |
| 7 | Diversified Trust Co | $667.9K |
| 8 | ARS Investment Partners, LLC | $648.1K |
| 9 | NorthCrest Asset Manangement, LLC | $574.4K |
| 10 | Apeiron RIA LLC | $508.2K |
| 11 | XML Financial, LLC | $437.3K |
| 12 | Police & Firemen's Retirement System of New Jersey | $366.6K |
| 13 | GAMMA Investing LLC | $130.1K |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $93.0K |
| 15 | Farther Finance Advisors, LLC | $24.3K |
| 16 | LRI Investments, LLC | $7.0K |
| 17 | EverSource Wealth Advisors, LLC | $6.4K |
| 18 | SJS Investment Consulting Inc. | $6.3K |
| 19 | Cedar Mountain Advisors, LLC | $4.8K |
| 20 | Valued Wealth Advisors LLC | $3.7K |
| 21 | IFP Advisors, Inc | $1.6K |
| 22 | TOTH FINANCIAL ADVISORY CORP | $1.6K |
| 23 | SIGNATUREFD, LLC | $1.1K |
| 24 | Wealth Enhancement Trust Services, Inc. | $859 |
| 25 | SBI Securities Co., Ltd. | $477 |
| 26 | State of Alaska, Department of Revenue | $285 |
| 27 | Fortitude Family Office, LLC | $175 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$2.7M | |
| 2 | +$1.4M | |
| 3 | +$774.7K | |
| 4 | +$508.2K | |
| 5 | +$456.8K | |
| 6 | +$256.4K | |
| 7 | +$233.3K | |
| 8 | +$218.1K | |
| 9 | +$104.6K | |
| 10 | +$72.4K | |
| 11 | +$51.0K | |
| 12 | +$38.5K | |
| 13 | +$12.1K | |
| 14 | +$7.5K | |
| 15 | +$7.0K | |
| 16 | +$1.2K | |
| 17 | +$859 | |
| 18 | +$778 | |
| 19 | +$432 | |
| 20 | +$142 | |
| 21 | +$98 | |
| 22 | +$26 | |
| 23 | +$26 | |
| 24 | +$16 | |
| 25 | -$103 | |
| 26 | -$348 | |
| 27 | -$508 | |
| 28 | -$1.6K | |
| 29 | -$16.8K |