Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | SummerHaven Investment Management, LLC | $846.5K |
| 2 | D.A. DAVIDSON & CO. | $732.3K |
| 3 | Y-Intercept (Hong Kong) Ltd | $689.9K |
| 4 | Farther Finance Advisors, LLC | $532.6K |
| 5 | Sunpointe, LLC | $482.3K |
| 6 | BENJAMIN EDWARDS INC | $349.9K |
| 7 | Sowell Financial Services LLC | $283.6K |
| 8 | Diversified Trust Co | $216.3K |
| 9 | Wealth Management Associates, Inc. | $213.6K |
| 10 | Police & Firemen's Retirement System of New Jersey | $200.7K |
| 11 | Spire Wealth Management | $174.8K |
| 12 | IFP Advisors, Inc | $38.1K |
| 13 | SIGNATUREFD, LLC | $28.7K |
| 14 | Financial Management Professionals, Inc. | $27.9K |
| 15 | GAMMA Investing LLC | $19.3K |
| 16 | Versant Capital Management, Inc | $9.7K |
| 17 | EverSource Wealth Advisors, LLC | $3.2K |
| 18 | SBI Securities Co., Ltd. | $888 |
| 19 | Wealth Enhancement Trust Services, Inc. | $250 |
| 20 | SJS Investment Consulting Inc. | $84 |
| 21 | State of Alaska, Department of Revenue | $24 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$349.9K | |
| 2 | +$216.3K | |
| 3 | +$213.6K | |
| 4 | +$148.3K | |
| 5 | +$128.3K | |
| 6 | +$84.5K | |
| 7 | +$83.8K | |
| 8 | +$73.6K | |
| 9 | +$49.7K | |
| 10 | +$30.6K | |
| 11 | +$22.2K | |
| 12 | +$5.0K | |
| 13 | +$4.9K | |
| 14 | +$3.4K | |
| 15 | +$1.7K | |
| 16 | +$250 | |
| 17 | +$156 | |
| 18 | +$84 | |
| 19 | +$4 | |
| 20 | -$11.3K | |
| 21 | -$1.9M |